Corporate expert profile

Profiles of all the corporate experts in database can be viewed and managed with the help of Main tab of the Corporate Expert window.

Browsing corporate experts

You can search experts by name. Select Starts with option and enter first few letters of expert's name in the field, and the cursor will jump to highlight first matching expert in the list. Select Contains option and enter any part of expert's name being searched.

Experts are listed in the form of table. Although by default it contains single column (Name), you can add your custom fields to the list of experts by right-clicking the expert list and then clicking Customize Columns in the context menu.

Note: Only users with access to Projetex 7.0 Server Administrator can add or remove custom fields. See Custom Fields topic for details.

Expert profile

Expert Code — This code is used in corporate job codes and job assignments codes of jobs and assignments to this expert. Corporate expert code can be 15 characters long maximum.

Name — corporate expert's name appears in expert chooser dialogs. This name can be maximum 150 characters long.

Contact Info — in addition to general contact details, experts photo can also be added. See Contact Information of Expert topic for details.

Expert Folder — this part of expert profile can be used to quickly create expert folder and open it in Windows Explorer. Corporate experts will be able to access only this folder (provided proper folder access options have been set up, see Shared access to folders for corporate experts topic).

Click Create button to automatically create expert's folder inside centralized Business folder. Projetex 7.0 will automatically link expert's folder to appropriate expert. The location of expert folder will depend on the location of centralized Business folder, assigned with the help of Projetex 7.0 Server Administrator. Explore button becomes active only after expert folder has been created.

FTP Connections — you can set parameters for access to FTP folders of this expert. Shortcuts to these folders will be automatically added to Files tab this expert's window. See Expert FTP connections topic for details.

Next codes — click this button to advance the automatic counters for expert-specific codes of corporate jobs and job assignments. Projetex 7.0 will use the codes for the next corporate job and job assignment you create. You can only increase the next code value. See Assign Next Expert Codes for details.

Click AHC button to enter/change Average Hourly Cost of the selected expert. AHC will be used to calculate the Total cost of the corporate jobs performed by this expert. See Creating corporate jobs topic for details.

Custom fields of Corporate Experts

Use Custom tab, next to the Exert Profile tab, to access controls for filling any Custom Fields of Corporate Experts, created with the help of Projetex 7.0 Server Administrator. See Custom Fields topic for details.