Containers can be used to bundle Projects that belong for example to the same campaign (e.g. 'Dove Summer Campaign' with Projects such as: 30” Cinema Adaption, 30” Soft Legs TVC, Billboard...), or brand (e.g. Mercedes Benz) or production (e.g. Container: Mallorca Files Season 1, with Projects such as “Episode 1” …).
You can Report on a Container in the Financial Report, or load all Projects from a Container etc. in the Long Form > Project Tree.
Containers can be accessed from the Container tab in the Toolbox, which can be found in the Toolbox > Miscellaneous > Toolbox Menus:
In this Tab you can:
1. Create New Containers and delete them (New Container & Delete Selected Containers)
2. Run financial reports on the containers (Financial Report on Selected Containers)
3. Display information from the Container Window, including Container Custom Fields (Display)
To attach a project to the container you can either:
1. Click on the drop-down menu icon in the Project Tab and select Container > Attach > New (if there is no Container for this Project already).
2. Open Container from Container Tab and add projects from there:
A popup window will ask whether to Transfer Client And Matching Customs To Project.
- Click No, if the Client and Custom Field information of the Project should stay.
- Click Yes if the Client of the Project and matching Custom Fields should be updated with the Client and matching Custom Fields of the Container.
Custom Fields at Container level can be setup in the Server Setup > Projects tab > Container Customs.
Container Menu
- New Project: Create a New Project that will be automatically attached to the Container.
- Attach Project: Attach a Project to the Container.
- Object Breakdown: If clicked the financial data from each Project (Final Invoice View) is displayed and summed up per Container.
- Show: Switch between the different currencies set up in the Financial tab of the Server Setup.
- Report: View or Save a simple HTML report on the container. Create reports through the report icon at the bottom.
Working with Containers
Add Projects belonging to a Container to the Long Form
Add Projects from Containers to the Project Tree in the Long Form by clicking on the Project wheel icon and select Add Project By Name > container name.
All available Containers are displayed below the Projects after the line separation.
Display Containers in Toolbox > Projects tab
To display Containers in the Projects tab of the Toolbox, click on the drop down menu, select Display and tick the option Container in the appearing list.
Search for Containers
To search for Containers in the Toolbox, type in the name of the Container in the search field.
To search for Containers in the Advanced Project Search, go to the Advanced Project Search menu button and use the corresponding search filter. From the menu > Edit View and show the container Column.
- Edit: Choose Edit from the dropdown Menu if you want to access and modify the Container that the Project is linked to.
- Delete: to delete a Container you first need to edit/modify the Container to be able to access it and then press Delete at the bottom of the Container window.
Advanced Project Search > Filter From: Containers
Display and edit Containers from the list.
Project > Detach Project From Container
Unlink a project from a Container:
