when a project favorites list is selected it is highlighted in the secondary color of your session.
When the list of projects is limited to favorites, we also display recursively:
visible parents of favorite projects
Warning
Be careful, we do not necessarily go back to the root but to the highest “visible” parent project.
For example, if we have a structure P1=>P1.1=>P1.1.1=>P1.1.1.1, if a CP is assigned to P1.1, it does not see P1, by checking P1.1.1.1 by favorite,
we display P1.1 and P1.1.1 but not P1)
The visible subprojects of favorite projects whether they are favorites or not.
When the list of the project selector is restricted to favorites, deselecting a favorite project makes it disappear (refreshing the selector).
When a favorites list is enabled, “all projects”, is replaced with “all favorite projects”. You can limit your list of favorites or display them in their entirety by clicking on this option. This will be the display default.
Enter the Archive Mode
This option allows you to show te closed items.
When archive mode is active, then icon is displayed in the top bar. Click on it to stop the process.
Archive mode allows you to see closed projects in the project selector.
To display closed projects in the list area of the projects screen switch the button “closed”.
This button is not visible when the archive mode is Off.
Only the administrator can see this button permanently.
When Archive mode is active, Projects lists on report parameters show closed projects.
Selector of the current item
Click on the button to select current project in the project selector.
Click once, from any element to display in the selector the project linked to the element.
Double click to display all projects again
Project selector search
Click on to search projects and subprojects from any screen with the same search functions as on the projects screen
Allows to enable or disable switched mode that allows to switch between list and detail windows. Window selected is displayed in “full screen” mode.
Hidden window are replaced by a gray bar. Click on the gray bar to switch between windows.
Horizontal layout - vertical layout
You have all the screens of the application in horizontal or vertical mode.
You can uniquely arrange your screens by using the display icon in the list box
Horizontal mode shows the list box at the top of the screen and the details box at the bottom.
Vertical mode shows the list box on the left of the screen and the details box on the right.
Mode List
Column mode corresponds to the historical presentation of ProjeQtOr, where the different parts making up the details area are displayed in one, two or three columns
Mode Tab
The sections present in the columns are dispatched under tabs with the tab mode.
Show/Hide Activity Stream
Show or hide globally (on all screens), the notes area for each element.
To display notes only on a specific screen, choose from the details area toolbar.
With this mode, you make your browser invisible, the menus, navigation bar, buttons … are hidden. You can enjoy your ProjeQtOr instance in full screen mode.
This section allow you to choose and modify at your leisure:
the language of your personal session
the time zone is automatically entered according to the settings of your computer
the colors of your personal interface
The brightness level for the background of the screens
the home page which will be displayed when you log in
The speed of the main menu animation
the time in seconds for automatic list refreshing
Two buttons offer you direct links to:
the page to change your password
user settings page
And it is in this window that you end your session using the disconnect button.
These changes only impact your session and will apply over the global settings defined by your administrator.
Interface colors
You choose two colors which will be declined thanks to subtle colorimetric games throughout the software.
The main color corresponds to the color that will be displayed in the background of the menus, title and separation elements.
The secondary color is applied for everything related to selection, navigation or position.
Color discs
These discs are shortcuts for applying a color scheme. Basic four color discs are available including one with the original colors of ProjeQtOr.
The other three discs are suggestions on our part.
You can display your colors by saving them in the global settings on the Display tab.
The next time you reconnect, the last color disc will have your colors.
brightness
Adjust the background brightness of your interface.
The brighter the brightness, the more white the background will be, move the cursor to dark to obtain the gray interface background.
Menu speed
You determine how the menu behaves as you navigate through it. When you set to fast then the animation between the menus will hardly be visible anymore.
Auto refresh
Item list boxes can refresh automatically.
Choose how often list boxes are automatically refreshed.
Indeed, the number of recent screens depends on your screen resolution.
for example: between 12 and 16 screens displayed for a 2K screen and between 6 and 10 for an HD screen.
The search also allows you to display the reports related to the keywords entered in a separate section.
When you click on a screen resulting from your search, the screen is displayed but you do not change the section in the menu, which allows you to return at any time to the screens of the section where you were.
To return to your section after a search, click the reset icon in the search field.
This icon is visible on the views of the gantt chart in order to hide the details when it is set to vertical display.
Create a new item
Depending on the screen of the selected item, create a new item in that category.
Save the changes
Save the changes of the current item.
Or use shortcut key ctrl-s to save the changes on the current item.
Refresh the display
Allows you to refresh the details windows of the selected element
Copy item
The copy tool allows you to copy an element with multiple options.
You can select only certain information, such as the structure of the project, the meetings, the links or even the attached files and certain elements of the scope…
The information to be copied is different depending on the item selected.
The new element has the status copied by default. An option allows you to copy the project with the status “recorded”.
When copying the project, the data of the closed resources are not copied.
When an element is copied into another element (for example as an estimate copied into an order) an automatic saving of the copy options is carried out. These options will then be offered to you when you make a new copy of the same type.
The last saved options for the last type of element copied will be offered when copying again to a new type of element that has not yet been used.
The options displayed in dialog box depends on whether the element is simple or complex.
Simple element
Simple element (environment parameters, lists,…) can only be copied “as is”.
Complex element
Complex element (projects, tickets, activities, financial documents …), it is possible to copy them into a new kind of elements.
For instance, it is possible to copy a Ticket (the request) into an Activity (the task to manage the request) or meeting, periodics meetings as well as test sessions.
For Projects and Activities, it is also possible to copy the hierarchic structure of activities (sub-projects, sub-activities and plannable elements).
Select the elements you want copied from the initial element.
Delete the item
To delete the selected element.
Basically, some items cannot be deleted. For example, if actual work has been saved on an activity. The latter, as well as the project on which it depends, cannot be deleted.
To be able to delete these elements, go to the Access Rights menu in the Specific access and choose YES in can force the deletion of the actual work in the “specific update rights” section.
Search in the planning (Gantt view)
When you are on a scheduleable element (ticket, activity, milestone, etc.) click on the search planning icon to automatically go to the planning by targeting the previously selected element
Undo the change
The button is clickable only when changes are ongoing.
Allows you to undo changes made to the current element
Print the details
To obtain a printable version of the details of the current element.
Export to PDF format
To get a printable version of the details in PDF format.
Export to PDF format and attach files
Allows to export the data of the selected element in PDF format and once generated, attaches the file in the section of the attached files of the element.
The export contains all the details and the links between the tasks.
Export can be done horizontally (landscape) or vertically (portrait) in A4 and/or A3 format with high quality details
Email detail
Allows to send an informative email to defined recipients list.
Attachments for the item appear in the attachment table. If the item has no files attached then the table is not visible.
The maximum size of attached files must be entered in the global parameters in the Mailing tab. The size indicated is in bytes unless you indicate otherwise. see: Global parameters
When you check a file to send the size of the latter is displayed at the top right of the table.
If several files are selected, then the total size of these files is calculated and displayed.
ProjeQtOr provides you with shortcut buttons allowing you to more easily and quickly manage the information in the fields.
Move to the next status
This button allows to skip to the next status without having to open the list.
The next status is defined by the workflow linked to the type of element.