Project Profile
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Main tab of Project window contains list of projects and project profiles. Use this tab to create new projects, change project parameters and close projects as they get completed. To open Main tab of Project window, click Project icon on the navigation Panel, and then select Main tab.
Project list options To search project by its name, type string being searched into the field over the project list. To sort project list by certain column click this column's header. Clicking Code column will sort projects by their codes (or chronologically), clicking Project name column will sort projects by their names (or alphabetically). Information displayed in projects list can be configured. Right-click project list and click Customize columns to add or remove columns (Deadline, PM and so on). Projects in the list can be filtered by project status (completed, planned and so on) or by project managers in charge of these projects.
Status colors and flags Records in project list are marked by color: – Black — the project is completed. – Green — the project is not completed, deadline in the future. – Blue — the project is not completed and due today. – Red — the project is not completed and overdue. Highlighted in green color are planned projects. Highlighted in red color are projects put on hold.
To flag a project, right-click the narrow field to open a drop down menu.
Editing project data Project Code is automatically assigned to each project in Projetex 7.0. All project codes are unique and cannot be edited. Name — project name can be 150 characters long. Client Account — this button can be used to assign a project to a different account of client. Current account name and the list of responsible account managers are displayed next to Client Account button. See Account Management topic for details. Client PM — one of the client's contacts, responsible for this project on the client side. The person selected here will be set as default client's PM for all new client jobs of this project. See Contacts List topic for details on adding and editing contacts. Timeline — timeline of a project in Projetex 7.0 includes assigned, deadline dates and the date when the project has been actually completed. Optional Status — these are used when project needs to be put on hold, or when you create a planned (or potential) projects. Projects with on hold status have their deadlines undetermined, thus on hold projects cannot become overdue. On hold projects are highlighted in red. Projects with planned status cannot be set as completed, since planned status assumes that work has not yet started. Planned projects are highlighted in green. General Information — project profile can contain any general information, relevant to this project in a form of plain text note.
Custom Project Data Project database can be customized by adding custom fields. Any custom fields that have been added to projects database, can be accessed by clicking Custom tab, next to the Project Profile tab.
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