Projetex 7.0 Folder Structure

Business Folder

Projetex 7.0 automatically creates and maintains folder structure designed to streamline storage, linking and sharing your work files.

All workflow files (such as client-sent files and files to be sent to clients, as well as saved documents like invoices, job assignments, purchase orders and quotes) are stored in respective subfolders of Business folder, a centralized and unified folder, accessible by each team member within necessary limits.

The main purpose of Business folder is to be a centralized storage location for client folders, project folders, and expert folders (these folders are described below). By default it is created in the root of disk C:\ of Projetex Server computer (a PC where Projetex 7.0 Server Administrator is installed).

Location of Business folder can be changed on the Folders tab of the Corporate Settings window. Having changed Business folder location you must move the content from the old Business folder manually.

Note: If you use Projetex 7.0 over LAN — you will need to establish shared access to Business folder over LAN.

Folder structure scheme

Different folder types

Business folder contains three folders: Clients folder, Projects folder and Experts folder. Experts folder consists of two subfolders: Corporate and Freelance. Corporate folder stores corporate experts files; Freelance folder — for freelance experts files.

Clients folders (a separate folder for each client) are stored in the Business\Clients\ folder. Each folder is named by unique Client Code.

Experts folders (a separate folder is created for each expert) are stored in the Business\Experts\Corporate and Business\Experts\Freelance folders.

Project folders (a separate folder is created for each project) are stored in the  Business\Project folder. Each folder name contains unique project code. Project folder name can also contain project name and project manager name.

These folders, as well as their subfolders are created automatically when a Projetex 7.0 Workstation user clicks Create button in respective areas of the program (like Main tab of Project window). Projetex 7.0 can also automatically create such folders when needed (for example an Exert folder is automatically created upon this expert's login).

Example: Below you can see the example of working Projetex 7.0 folder structure:

Sample structure of folders in Projetex

Client Folders

Client folder is a storage location for all files relevant to a particular client. This folder is created with the help of Main and Files tabs of the Client window. The following subfolders are created automatically in Client folder, depending on the document being saved:

Each client folder can contain custom subfolders which will be created automatically together with a client folder. These subfolders can be specified on the Folders tab of the Server Administrator Corporate Settings.

Expert Folders (Corporate and Freelance)

Corporate experts' folders are created in the Corporate folder (Business\Experts\Corporate), freelancers' folders — in the Freelance folder (Business\Experts\Freelance).

Primary purpose of every Expert folder is to serve as storage location for all files relevant to a particular expert. It can be created from the Main and Files tabs of the Corporate Expert or Freelance Expert window. The following subfolders are created automatically in Expert folder, depending on the document being saved:

In Corporate Expert's folder:

In Freelance Expert's folder:

Note: When the PO/JA is saved using .rtf template, the resulting file is stored in a separate folder (it's name will contain PO/JA Code) and the link to this file is saved in the Pos/JAs subfolder of the expert's folder.

Each expert's folder can contain custom subfolders which will be created automatically together with an expert folder. These subfolders can be specified on the Folders tab of the Server Administrator Corporate Settings.

Note: If you use Projetex over LAN — you should share Corporate Expert folders separately. See Shared access to folders for corporate experts topic for details.

Project Folders

Primary purpose of every Project folder is to serve as a storage location for all files relevant to a particular Project. It can be created from the Main and Files tab of the Client window. It is created automatically when any project-related document is saved. Project's folder always contains at least three subfolders:

Each project's folder can contain custom subfolders which will be created automatically together with an expert folder. These subfolders can be specified on the Folders tab of the Server Administrator Corporate Settings.

All client jobs are stored in projects' folders, not in clients' folders, because project may contain single client job or multiple client jobs to be completed.

For consistency purposes name of the project's folder is the same as project code (the default value) and cannot be modified manually. Name of the project folder can include not only unique project code.
More Details...

See also:

Folders Structure Administration in Projetex 2008

Shared Access to Folders over LAN

Folder Navigation in Projetex 2008 Workstation