Projects - List
|Top Previous Next|
The List view of Projects offers numerous functions for organising, selecting, evaluating, printing or exporting project data. At the same time it is used to navigate to specific projects by
Displaying filtered sets of projects
There are filtering functions in the main as well as in the list of projects itself:
Open / Completed / Open/compl. / Cancelled / Project templates / All
You can call projects by month/quarter/year
1. Select a 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 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:
TIP As soon as one or more projects have been selected two buttons will appear in the main menu, offering to either display exclusively the selected records or to exclude them from the list.
Calling Sub-Projects from a Project Row
Each project row displays a little gray button displaying the number of sub-projects to this projects. Clicking on this button will open the SP list in a popup box, allowing to navigate to any sub-project which will open in a new window.
Clicking on the column titles in the project list will sort the listed records to the field or column just selected. Some of the column titles appear as a : when you click these you will see the list not only sorted but the records appear in groups as per the column clicked, with turnover subtotals shown in each group header. Possible grouping criteria are: client, status, project manager, month.
Sales totals for all projects listed
The footer area displays turnover and cost figures for the projects listed.