The Projects tab options can be entered through the drop-down menu at the top left corner or by a right-click with the mouse in the Toolbox window.
To select various rows at once, click on one row, hold the CTRL-key or cmd-key and select further rows. To select more than one row, click on the first one, hold the SHIFT-key and click on the last row that should be select. Automatically the rows in between get also selected.
- Solo View in Tree
Only shows if the Long Form is activated in the User profile and if the Navigation tab Long Form is selected.
By clicking on one or more Projects in the Projects tab and selecting Solo View in Tree the yellow highlighted Project(s) will be shown in the Project Tree in the Long Form. Using this option the newly addedProjects will replace any previously listed Projects.
The Project is displayed expanded or collapsed, depending on whether the setting Always Expand > Projects(in Toolbox > Settings > Miscellaneous) is ticked or not. Also check Always Expand > Bookings, > Binders,etc. - Add to Tree
Only shows if the Long Form is activated in the User profile and if the Navigation tab Longform is selected.
Adds the selected Project(s) to the Project Tree. If another Project is already inside of the Project Tree the newly added Projects will appear below it.
The Project is displayed expanded or collapsed, depending on whether the setting Always Expand > Projects(in Toolbox > Settings > Miscellaneous) is ticked or not. Also check Always Expand > Bookings, > Binders,etc.
>> Drag&Drop: Projects can also be added to the Project's Tree by using the Drag&Drop option. Hold the CTRL-key or cmd-key and selectvarious Projects. Once highlighted press the SHIFT key (releasing the CTRL key) and while holding the left-mouse key drag and drop the Projects to the Project Tree. - Financial Report On Selected Projects
Opens the Financial Report Designer for the highlighted Projects. See the Financial Reports solutions. - Show All Involved Objects in Objects Tree
Only shows if the Long Form is activated in the User profile and if the Navigation tab Long Form is selected. Only shows if the Long Form is activated.
Adds all Objects involved in the highlighted Project(s) to the Object Tree, replacing any previously listed ones.
A Project filter (yellow triangle icon) is added next to the Object Tree, to only show information related to the selected Project(s). It can be deactivated by clicking on it. For more information, refer to the Long Form solutions. - Show All Involved in Personnel Tree
Only shows if the Long Form is activated in the User profile and if the Navigation tab Long Form is selected.
Adds all Users involved in the highlighted Project(s) to the Personnel Tree, replacing any previously listed ones. - Show All Involved in Hourline Tree
Adds all Objects and Users involved in the selected Project(s) to the Hourline Tree, replacing any previously listed ones.
A Project filter (yellow triangle icon) is added next to the Hourline Tree icon, to only show information related to the selected Project(s). It can be deactivated by clicking on it. For more information, refer to the Hourline solutions. - New Project
Opens an empty Project Edit Window to create a new Project. - New Project From
Creates a new Project from the selected Project in the Toolbox.
The new Project inherits the Contact data, Custom Field data and Note Field data of the original Project. TheProject Rate Card will be copied across and the new Project is attached to the source's Container if any. NoBookings are being inherited. - Delete Project
Available for Advanced User with Super User rights only.
Deletes the selected Project. Will ask twice for confirmation since there is no undo. - Container
- Edit: Opens the Container window.
- Attach: Allows to attach the selected Project to a new or an existing Container.
- Detach: Allows to detach the selected Project from its Container.
- New Media
Only shows if the Media Library module is licensed.
Attach a new Media to the selected Project. Once the Destination is chosen the New Media window opens to create the New Media. - Archive Closed Projects
Use this option to archive Closed Projects. A dialogue appears asking to archive Only Invoiced Projects.Decide whether Yes or No. Further a Choose To Date option can be selected in a calendar window. In the following Selector window, select the Projects that should be archived and hit OK. Hit OK in the FinishedArchive window. - Restore Archived Projects
This option is accessible when searching for all Archived Projects. In the selector bar at the bottom left select: Archived. Highlight a Project to restore it. Click on Restore Closed Projects. - Display
Configures the columns being displayed in the Projects tab of the Toolbox. The fields above the line areProject fields, the fields below are Project Custom Fields. - Show Only Projects Where I Have Write Permission
Displays only the Projects where the User has Project Permission. - Show Only My Projects
Displays only the Projects which have been created by the User.
The owner of a Project can be changed in the Edit Project window by clicking on the User name on the left hand bottom corner next to Created By. - Search
Use the search field at the bottom to search for Projects, by typing any information contained in a visible field in a Project, such as the Project number, Contact name, etc. - Also make use of the tab displaying the different Project Status:Active, Quotation, Closed, etc.
- All: Searches in all Projects (not archived!)
- Active: Searches in all Projects with Active = Yes.
- Active (No Quotations): Searches in all Projects with Active=Yes that are not marked Quotation in the ProjectEdit window.
- Active (Quotation Only): Searches in all Projects with Active = Yes that have the Quotation box ticked in theProject Edit window.
- Quotation: Searches in all Projects that have the Quotation box ticked in the Project Edit window.
- Auto from Timeline: Displays in the Toolbox the Projects that contain Bookings corresponding to the Time Range from the View Port displayed in the Long Form.
- Auto From Hourline: Displays in the Toolbox the Projects that contain Bookings corresponding to the displayed Time Range in the Hourline.
Make sure that All is selected in the selector bar at the bottom if no restriction in the search is wanted.
Make sure that the Maximum Hits When Searching is set to No Limit for the search. Toolbox > Settings > Miscellaneous > Maximum Hits When Searching. - Open As Spreadsheet
Click on the little paper icon in the right hand corner of the Toolbox to export the listed Projects into a spreadsheet and open in Excel or Numbers.
