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.
Thus there are now three different project list views at your disposal.
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 (current user / all users)
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 User Options .
The user filter is applied here.
Selecting projects for filtering
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 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.
The footer area displays totals of sales, cost and margin of the projects listed when you click on the magnifying glass button.