Project list (Classic)
List views of Projects offer numerous functions for organising, selecting, evaluating, printing or exporting project data.
In TOM 13 a new project list has been added as an option.
Damit stehen insgesamt drei Projektübersichten zur Verfügung.
Filtering the list
There are several types of call to find specific projects:
Open / Completed / Open/Compl. / Invoiced / Templates / All
Monthly / Quarterly / Annually .
1. Select the period.
2. If required, change the user filter
3. Click on the arrow icon to launch the query.
Client filter (plus Status)
Click on a client name in the list to open a menu offering to call the open, completed or all projects with this client. Here no user filter is applied !
Show last x projects
Displays the last created projects in the numbers you specify. You can make a default setting for this number under Start Options .
The user filter is applied here.
Selecting projects and calling/excluding selected projects
To apply a filter select one or more projects click anywhere in the row except the two left-hand columns. To select several projects use the typical Windows mouse/key combinations click on the
As soon as one or more projects have been selected two buttons Show selected and Omit selected will appear in the main icon bar, offering to either display exclusively the selected records or to exclude them from the list.
The Column headers in the project list offer a sorting function so that you can easily oversee, e.g., projects by project manager . Those column headers are shown as BUTTONS : clicking on this button (such as ) not only sorts a list but also groups projects with sub-summaries.
In the footer area sales, cost and margin of the projects listed.