Projects
Projects can be used to group various data thematically.
Important information
The behavior of fields and the way they are displayed depends very much on the edition you are using, and your administrator's settings.
Which fields and tabs are displayed?
The fields and tabs displayed in your version of <Product> can deviate from the descriptions in help document. The display is dependent upon the edition, the add-on modules being used, and individual customizations such as those made by the administrator. This can result in either more or fewer fields and tabs being displayed, or the names and definitions of fields and tabs deviating from the descriptions found in the Online Help.
The fields and tabs displayed in a data record can also change, when you select certain entries in the Type field.
Special characteristics of mandatory fields
Mandatory fields are an option data records. Please keep special considerations in mind if you, for example, import data which use the replication function or other modules.
Creating and editing projects
You can use templates when creating projects.
On the General tab, you can record fields for a project, for example, Subject, Start, End or Responsible person.
- Subject field, here you should enter a name for the data record. Subject field, here you should enter a name for the data record. The data record is usually displayed under this name in all views. Another important field can be displayed in the dossier below the Subject headline. The administrator defines this option in the Management Console.
- In the Start and End fields you can enter a date or using the icon on the right open a small window in which you can Select a date.
- Enter any number in the Number field. This number is used to organize your data records and can contain numbers and other characters.
If you click the icon, a number is created automatically. A number automatically created by the system is based on the criteria determined by the administrator.
- It might occur that you create a data record with the number already existing. In this case, the administrator has defined that this field ist automatically filled in when creating the data record. You can change the default number.
- Select a user from the drop-down list for Person responsible/Deputy
- The other fields are available for majority of data record types.
- Type and status in a data record
Type and Status are drop-down lists, in which you can select an entry from a list by means of input help. These fields are only available in the Premium Edition.
- The values suggested and displayed in the Status drop-down list are automatically determined by the value you select from the Type drop-down list, and as such regarded as suitable responses to the Type field value.
- Selecting an input value in the Type field can trigger a variety of functions.
- Data records can be completed consistently using the input help options for the fields and with the help of various other functions too. In addition, the exact information required is available in the data record.
Your administrator defines the input help options for type and status as well as the functions which depend on them.
- Categories and keywords
Category: clicking the icon to the right opens the category window with input help. Tick the checkbox in the right column to assign a category to the current data record.
If you enter a category manually it must match a category of the selection window. If the entry does not match, the input is rejected.
Tags: Enter here a short comment for the data record or some tags.
- Data record participants
- You enter users, groups, or resources directly into the Participants field.
If the invitation management is activated, you can also enter e-mail addresses in appointments.
Alternatively, you open the Select participants window using the corresponding button.
If you wish to maintain a certain level of data protection, then you should activate the private or confidential options.
Thus, you limit the external access rights.
- Parent links
Parent displays the primary link of a data record.
Data records that are linked to each other via primary links, are displayed as links. By clicking these links, you can open the respective data records.
Special functions for projects
- In Project status you can use click the smiley face icons to set the project status to red, amber or green.
Project status is displayed in a list view. With the aid of filter conditions in the search function, you can search for projects with a specific project status.
This function is only available in the Premium Edition.
- You can perform calculations on the Details tab. Costs and turnover can be entered via document data records.
- You can also display when the last project activities took place on the Details tab.
Additional tabs