Graphical User Interface

ProjeQtOr interface is divided into several areas.

Overview

Overview graphical user interface screen

Note

Area separation

Windows splitters

The splitters allow resizing areas in the interface. The position of splitters is saved and retrieved on each connection.

Top bar

Top bar

The navigation buttons Button icon back navigation Button icon forward navigation give access to previous and next pages in the history.

The Ajax technology used by ProjeQtOr makes it possible to refresh the data while preserving the structure of the solution.

This is why you will lose the session to projeqtor if you use the navigation of your internet browser.

Two Button New tab

The new tab button Open a new tab allows to open a new tab within the same session.

When you open a tab on your browser, it opens a new session of ProjeQtOr.

For the browser to open the tab as a result of the first session you must go through our navigation system.

When you are already connected to a session, a screen indicates this to you.

Click on the button to reconnect from this tab or leave this one to recover the current session.

Already connected

already connected

Three Project selector

Project Selector

Project selector

Allows to select the project to work on.

Limited visibility of all elements of the selected project, including sub-projects if applicable.

Definition of the “default” project for new elements.

Visibility only of favorite projects in other lists.

Note

User parameter

default project Defines the project that will be selected and display by default into the project selector

See: User parameters - section automation

Project selector parameters

Click on Parameter to display the project selector parameters dialog box.

Dialog box - Project selector parameters

Dialog box - Project selector parameters

3 tabs allow you to adjust certain aspects of the selector**

  • Selector format

  • Favorites

  • and others…

Selector format

In the format tab of the selector, you choose how the elements are displayed in the list.

Display the projects in progress

This option allows to display only in the list of the project selector, the projects with the macro state in progress.

Show level projects

It is possible to choose the number of sub-projects displayed in the project selector.

Projects Selector with level display

Projects Selector with level display

Project list display mode

ProjeQtOr offers the possibility to display the list of projects in different ways.

Standard reflecting WBS structure

  • List of project and sub-project are displayed according to WBS structure.

  • This is the only presentation mode where you can create favorites lists.

  • You can choose to display multiple projects by checking the corresponding boxes.

Example - Project list display mode standard

Project list display mode standard

Filtering select with autocomplete

  • List of project and sub-project are displayed according to entered text.

  • Search criteria works in a “starts with” mode

  • Autocompletion is active

  • Compatible with favorites, but you can no longer create a list.

Example - Filtering select (with autocomplete)

Filtering select with autocomplete

Filtering select with search

  • List of project and sub-project are displayed according to search criteria.

  • Search criteria works in a “contains” mode

  • Autocompletion is not active

  • Compatible with favorites, but you can no longer create a list.

Example - Filtering select (with search)

Filtering select with search

Favorites project

Favorites for Project Selector

You can create several favorites project list.

Project selector favorites

project selector favorites

  • Click on the mandatory attendant displayed to the right of the project to select the project to add to your favorites list.

  • You can only create a favorites list from the layout representing the WBS structure in the previous tab. See: Standard display mode.

  • The lists are however compatible with all presentation modes

  • Each selection is highlighted with the secondary color of your session

  • Click on Parameter to to be able to save your list.

  • Name the liste of favoris

  • Click on Save to save your list

  • The list is stocked in the Saved favorite list table.

Favorites list in project selector

Favorites list in project selector

  • 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.

    Warning

    Same remark as above on the limit of visibility.

    Example display for project selector favorites

    Example display for project selector favorites

  • 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 Button Archive 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.

_images/GUI_ZONE_ModeArchive.png

When Archive mode is active, Projects lists on report parameters show closed projects.

Selector of the current item

  • Click on the button Button icon project 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 button icon search to search projects and subprojects from any screen with the same search functions as on the projects screen

Project selector search mode

Project selector search window

Four Instance name

you can rename the name of the ProjeQtOr instance via the global parameters in the View tab.

See: Tab Display

Infos bar

Top bar

One CRON button

The CRON activation button allows you to quickly see if your CRON is launched or not.

The button is only visible for Administrator profile.

icon Cron Running the CRON is running

icon Cron Demand In request for closure. The next refresh turns it red.

icon Cron stopped the CRON is stopped

Click on the button to start or stop CRON in the same way as on the Administration page.

See: Background tasks

Two Version button

Displays the version of ProjeQtOr installed

Click on the button to access the site of ProjeQtOr.org

Three About menu

This menu allows you to have access to real-time information with a notification system for news.

About menu

About menu

The button icon Cron Demand sends you to the forum of the ProjeQtOr site in order to post the possible anomaly.

Links

The links indicated allow you to display:

  • the software manual,

  • the manual page concerning the keyboard shortcuts taken into account in ProjeQtOr,

  • the version information on the external libraries used in ProjeQtOr.

News

Find all the information about ProjeQtOr in real time.

Hover over the desired information with the mouse to preview it.

Click to view full information.

A navigation system allows you to consult all the information.

Access

Access ProjeQtOr’s plugin store and forum summary with just one click.

The layout of the screens allows you to choose how you want to display the ProjeQtOr interface

The arrangement not chosen appears in gray

Screen layout

Screen layout

Many modes are available!

Switch mode switched mode

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.

Mode horizontal Horizontal layout - Mode vertical 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.

Layout list 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

Layout tab Mode Tab

The sections present in the columns are dispatched under tabs with the tab mode.

Show Activity Stream 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 Show Activity Stream from the details area toolbar.

See: Activity stream

See: Tools details area

Full screen Full screen mode

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.

Five Session menu

Session menu

Session menu

The connection window offers some settings and information at user level.

Profile

The profile section tells you:

  • The common name in the software

  • The connection identifier

  • The profile assigned in the software with this account

  • The organization to which the user belongs

  • The team to which the user belongs

You can assign a profile picture in the user parameters.

interface Parameters

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.

Custom Menu

bookmarks bar

Bookmarks Bar

One New element

This button allows you to quickly create a new element from any screen.

Create a new element

Create a new element

You can create:

  • a project

  • a resource

  • an activity

  • a ticket

  • a meeting

  • a milestone

The switch button “create on pop-up” allows you to define how to initiate the creation.

If the button is activated, a pop-up opens over the current screen on the screen of the element you want to create.

Create a new element

Create a new element

If the button is disabled, you go directly to the screen of the element you want to create.

Two Bookmarks

you can mark certain screens and organize them in the favorites bars to create a personalized menu.

You can create up to 5 favorite bars.

Click on Bookmarks to display in the display zone the list of screens of the elements that you have put in favorites.

Display bookmarks

Display bookmarks

Right clicking on the display area allows you to display and organize the 5 favorite bars and choose how to display them.

Bookmarks text Bookmarks text

You view bookmarks in text mode only

_images/GUI_ZONE_FavorisTXT.png

Bookmarks icon Bookmarks icon

You display bookmarks in icon mode only

_images/GUI_ZONE_FavorisIMG.png

Bookmarks icon and text Bookmarks icon and text

You display bookmarks with icon and text

_images/GUI_ZONE_FavorisIMGTXT.png

The number displayed corresponds to the number of the favorites bar on which you are.

To change bookmarks bar, use your mouse wheel when you are positioned on the bar.

Or click on the up and down navigation arrows at the right end of the bar.

Add, Organize and remove bookmarks

To add a bookmarks, click on the star to the right of each menu screen

_images/GUI_ZONE_StarBookmark.png

The star is filled with the secondary color of your interface once added to the favorites bar

_images/GUI_ZONE_StarBookmarkFiled.png

To organize your favorites, right click on the bar or click on Button edit to display your 5 bars, then click and drag and drop the screens to the desired bars.

_images/GUI_ZONE_DragDrop.png

A green bar tells you that you can drop the favorites from your screen, a red bar tells you that it is impossible.

To remove a bookmark, right click on the bookmark and clik on the button remove from the custom menu bar

_images/GUI_BOX_RemoveBookmark.png

You can put the same bookmark on several bars. Ctrl click on the favorite and drag and drop to another bar.

The favorite will be duplicate.

Three Recents bar

The recent screens bar allows you to keep in memory the screens you have browsed since the connection. It acts like a kind of limited history.

Recent bar

Recent bar

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.

Secondary Menu

The secondary menu can be seen as the right hand side of the menu.

It allows you to display a lot of information about your project, your navigation or your organization.

Menu

Menu

One Parameters

the parameters displayed in the secondary menu are linked to the selected screen.

In the example above, the user selected the Activity screen. We then see that the parameters are in direct correlation with the activities.

If the user selects the project screen, then the parameters will be adapted for those.

_images/GUI_ZONE_SecondaryMenuProject.png

Display hyperlinks to remote web pages.

These links are defined as hyperlink attachments on projects.

Links displayed here depend on the selected project.

_images/GUI_ZONE_SecondaryMenuLinks.png

Three Repertory and Document

Document directories give direct access to documents contained in the directory.

See also: Document directories screen.

_images/GUI_ZONE_SecondaryMenuDocs.png

Four Console

Displays information about main actions: insert, update, delete.

The timestamp indicates when the action was done.

Warning

Messages displayed here are not stored and will be flushed when user logout.

_images/GUI_ZONE_SecondaryMenuConsole.png

Five Notifications

In the secondary menu

notification area

Notifications

A tree whose title indicates the number of unread notifications intended for the user.

This tree has the following levels:

  • Level 1: The types of notifications

  • Level 2: The trigger for notifications

  • Level 3: The Notification Definition to Product Notifications

  • Level 4: The id of the element that generated the notification. Allows direct access to the item.

The icon Refresh allows you to refresh notifications without waiting for the scheduled update.

The icon Notification provides direct access to the notifications screen.

Numbers indicate the number of unread notifications

List Area

List window

One Element identifier

Displays the element name and the count of items in the list.

Each element is identified with a distinctive icon.

Click a column header to sort the list on that column (first ascending, then descending).

Sorting is not always on the name displayed.

If the sorted column is linked to a reference list with sort order value, the sorting is executed on this sort value.

Sorting on the “Status” allows to sort values such as defined in the workflow.

Click on a line (any column) will display the corresponding item in the detail area.

Two Tools

List window

Swith the button clos to make appear all the In progress element

Token Automatically refresh the list

Item list boxes can refresh automatically.

Choose in the connexion menu how often list boxes are automatically refreshed.

See: Session menu

Filters The filters

Filters

Filters windows

The first filters offered are basic filters.

The rapid filters

You can choose to always display them in the toolbar of the list box by activating the switch button.

Filters always visible

Filters always visible

You can choose to always display them in the toolbar of the list box by activating the switch button.

You can restrict the display:

  • by ID

  • by name

  • by type

The Quick search

fill in the quick search field then click on the magnifying glass to launch the search in all the available fields of the list box AND details.

Click the reset button to clear your search and restore the original display.

Note

Accents are not taken into account

Status filters

Switch the button Display states to filter directly

States filter

Status filter

Only existing status are visible if their are used.

Choice one of them and the item list will be filter.

This is a quick filter list by status.

The advanced filters

Click on the button to display the advanced filters window.

Advanced filters

Advanced filters definition

Several sections are available

Active filter

Define the clauses of filter or sort in “Add a filter or sort clause”.

Select the name of the field, the operator and the value to the clause.

  • Click on Add to add additional criteria.

  • Name the filter to save and click on Save for later reuse.

  • Click on button icon search to filter the filter list.

  • Click on OK button to apply the filter.

  • Click on Cancel button to revert to previous filter.

  • Click on Clear button to reset the active filter.

    Logical operator

    Possibility to select the logical operator OR between the criteria of a filter instead of AND.

    Applies logical operator with preceeding criteria (by default AND).

    Be careful, operator AND is applies before OR.

    Dynamic value

    When the selected value is dynamic, then you do not select anything in the list.

    The value will then be entered when the filter is called and will be fully activated when the filter is chosen.

Saved filters

This section allows to manage saved filters.

  • Click on a saved filter to retrieve its definition.

  • Click on Delete from a saved filter to delete it.

  • Click on Drag to reorganize the filters.

  • Click on Share to shared a filter with your employees

When your collaborators share filters, they appear below the list of saved filters.

Click on the list to display all filters and their author.

Shared filters

Shared filters

List of filters

The filter list allows to select a stored filter.

To see the filter list, move the cursor over the advanced filter icon.

List of filters

List of filters

  • Click on the filter name to apply.

  • Click on no filter clause to reset the filter.

Columns organizer The columns

You can define which columns you want to display in the list area for the selected item.

Columns Organizer

Columns Organizer

The identifier and the name of the selected element are mandatory fields. They cannot be removed from view.

The display of columns can be defined by and for the user or it can be applied by default for a particular user.

  • Use the switches to select or deselect the columns to display.

  • Click on OK button to apply changes.

  • Click on Reset button to reset the list to its default format.

  • Click on “ To Manage” button to save column layouts.

The applied definition will be automatically retrieved at the next connection.

Column order

You can move columns using the handles in front of the column name. Click drag to where you want to drop it.

Drag and drop to move columns

Drag and drop to move columns

You can move columns directly from the list area.

dragged and dropped on list box columns

Dragged and dropped on list area columns

Click on the column to move and drag and drop where you want it. The icon shows you with an arrow where the column will be placed

Column size

Use the arrows to the right of the column name to increase or decrease the column width.

The width is in % of the total width of the list. The width of the field is automatically adjusted so that the total width of the list is 100%.

The minimum width is 10% and the maximum width is 50%.

You can also position your mouse between two columns and drag to change the width of the selected column.

Important

Total width greater than 100%

  • The total width should be limited to 100% maximum.

  • The overrun will be highlighted next to the buttons.

  • This may cause strange display, across page width, list, reports and PDF export, depending on the browser.

Columns layout

You can save different column layouts according to your needs for the same element.

  • Start by selecting the columns you want to put in one of the saved layouts.

  • Then, click on the “To manage” button to open the pop-up to save the current layout.

Layout Management window

Layout Management window

  • Name the layout and click on Save to save your layout to the list of advanced stored layouts

  • Click on Delete to delete a layout

  • Click on Share to share the saved layout.

  • Click on the name of the layout to select it and display the columns relating to it in the list area.

Shared layout

Shared layouts will be visible in the layout management pop-up.

Shared layout drop-down list

Shared layout drop-down list

Each layout is presented under the name of the user who created and shared it

Assign layout

You can assign a layout to one or more users depending on your rights.

Select the layout you want to assign by clicking on the handle in front of the name.

Click on the “attribute” button to assign a layout to a user.

Assignment popup for a layout

Assignment popup for a layout

Drag and drop from left to right the users who will be assigned the layout

It is possible to register selected users in a group.

Name the group in this dedicated field “save a group”.

Click on Save to save the group.

Click on Delete to delete the group

Once saved, you can retrieve the groups from the “remind group” dropdown.

Options

Switch the options you are interested in to reapply this layout to each new connection or to assign the selected layout to each new user

Note

See the acces right

Export PDF Export to PDF format

Allows to export data of list to PDF format.

Export contains all details and links between tasks.

Export can be done horizontally (landscape) or vertically (portrait) in A4 and / or A3 format with high quality of details

Export CSV Export to CSV format

This functionality allows to export data of list in a CSV file.

The fields are regrouped and presented in the order as they appear in the item description.

  • Click on OK button to export data.

  • Click on Cancel button to close the dialog box.

The export definition is defined for each user.

The same definition can be applied in the next export.

Dialog box - Export

Dialog box - Export

  • Use the checkbox to select or unselect all fields.

  • Click on Select list columns button to restrict selected fields to the ones that are currently displayed in the list.

  • For fields that reference another item, you can select to export either the id or the clear name for the referenced item.

  • Box checked indicating that HTML tags in a long text field will be kept during export.

Note

Import Datas

The active filter defined will be applied to export data.

The CSV exported files can directly be imported through the import functionality.

See: Import data

Multiple update Multiple update

Multiple mode item selection

Multiple mode item selection

Allows to update several items in one operation.

  • The fields that can be updated depends on the selected element.

  • The editable fields are sorted in alphabetical order.

One Number of selected item

Indicates the number of objects selected in the list area.

Two Fields choices

Choose in the list the field which must be modified on the selected objects.

When the control is chosen, a list of choices corresponding to the field is displayed.

Then choose the new value of the field.

Click on Save to apply the new value.

Note

  • Target milestones can be modified with “multiple update” tickets and activity screens

  • You can bulk close items that do not have status (assigned, closed, recorded …) as resources

  • The passwords of all users can be reset at the same time:

    • On the users screen, In the update area, click on the Reset button.

    • An email will be send to the selected users.

Three Items list

View in this list the operations carried out.

In green the operation is successful and the modification is applied.

In red, an error has occurred, the modification is not applied.

Three Buttons

  • Click on Select all to select all the element in the list area

  • Click on Unselect all to unselect the selected element in the list area

  • Click on Save to apply the modifications

  • Click on Sub-menu to access the deletion

  • Click on Quit multiple update mode to quit the multiple update mode

Details Area

Details area

Details Area

One Item identifier

Identifies the item with the element type and the item id and name.

Each element is identified with a distinctive icon.

Two Creation information

You can see at a glance the status, update and creation information of the element.

  • First calendar shows the date of update.

  • Second calendar indicates the creation date of the element.

    Calendars appear in red when the modified or created date is today’s.

    They appear in yellow when this date is yesterday.

    and in gray when the date is older

The thumbnail corresponds to the creator of the element

See: Thumbnails

Note

Administrator can change this informations.

Three Buttons

Hide menu Hide details

This icon is visible on the views of the gantt chart in order to hide the details when it is set to vertical display.

New Create a new item

Depending on the screen of the selected item, create a new item in that category.

Save 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 Refresh the display

Allows you to refresh the details windows of the selected element

Copy 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.

Dialog box - Copy element

Copy project

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 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.

button icon search planning 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

Icon undo Undo the change

The button is clickable only when changes are ongoing.

Allows you to undo changes made to the current element

Print Print the details

To obtain a printable version of the details of the current element.

Export PDF Export to PDF format

To get a printable version of the details in PDF format.

Export PDF and attach file 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 Email detail

Allows to send an informative email to defined recipients list.

Dialog box - Email detail

Email details dialog box

The list is defined according to the role of the recipient.

See: ProjeQtOr roles

Flag on the role checkbox to define the recipients list.

Checkbox other

Flag on the checkbox other to manually enter email addresses.

When sending an email, the address (es) entered in “other” remains in memory and will be proposed during the next mailing

Use commas or semicolons to separate addresses.

Message

The message that will be included in the body of the email, in addition to a complete description of the item.

Save as note

Flag on to indicate the email message will be saved as a note.

Email Template

You can choose an email template even without having predefined it in the settings.

To create and view templates. See Email Templates.

Files to attach to email

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.

  • If the total size

Susbcribe Subscribe detail

Allows to subscribe to tracking of an item.

This icon is checked when you subscribed Susbcribe on.

Dialog box - Susbcribe detail

Subscribe detail

When a user “subscribes” to the project, he will receive notifications “to subscribers” for all elements of the project

Ability to subscribe a third party user to the tracking of an element (according to configurable rights).

You can drag the name of selected ressources and drop them on the right column for subscribe them.

Dialog box - Susbcribe for other

Suscribe for other

Display of list of followed items

You can view the list of followed items in two ways:

  • click on the button “View the list of subscriptions” in the subscription menu

  • In the user settings of the Automation section, click on the “show list of followed items” button.

Dialog box - Display list of tracked items

Display list of followed items

Note

email

Possibility to send an email to users following the item

When unitary sending detail or on automatic sending or on indicator.

contacts

You can see the items followed by your contacts

see: Contacts

Show Activity Stream Activity Stream

This icon allows you to display the Stream activity in a unique way on the selected element.

Unlike the Activity Stream icon in the Display layout menu which activates it globally on all screens.

The last position of the activity stream is always saved.

See: Activity Stream

Show history History of changes

All the changes items are tracked.

They are stored and displayed on each item.

On creation, just an insert operation is stored, not all the initial values on creation.

Fields of changes

Field

Description

Operation

The operation on the item (insert or update).

Data

The field modified.

Value before

The value of the field before the update.

Value after

The value of the field after the update.

Date

Date of change operation.

User

Name of the user who operated the change.

Displaying the history of changes

  • The user parameter “Display history” allows to define whether the history of changes appears in a section or in a dialog box.

  • If the value “On request” is set, the button Show history appears on the detail header window.

  • Click on to display the history of changes.

  • If the value “Yes” is set, the “Change history” section appears in the detail window.

Dialog box - History of changes

Dialog box - History of changes

Show/Hide work

  • This button allows to show or hide work changes done in “Real Work Allocation”.

  • For section “Change history” the display of work is defined in user parameter “Display history”.

Show checklist Show / hide the checklist

This button is only displayed if the “display checklist” parameter in the user settings is set to “on request” status

More details: Checklists

attach Drop file area

This area allows to add an attachment file to the item.

  • Drop the file in the area.

  • Or click on the area to select a file.

Four Text editor

Text editors are available for editing of long text fields like description, results, notes, …

Selection of text editor can be done in User and Global parameters screens.

CK Editor

The most advanced web editor.

Spell checker available with this text editor.

CK Editor

CK Editor - Ability to resize the CK Editor height, the size is saved

Possibility to deactivate the SCAYT spell checker. It can be modified by each user in user parameters.

CK editor inline

As CK Editor.

Activated only when needed.

Note

  • CK editor inline height, keep the size of CK editor.

  • Click on the text zone to display toolbar.

  • Can not use it in fullscreen mode.

Plain text editor

  • Conventional text input.

  • Text zone is extendable.

Six Sections

  • The fields are regrouped under a section.

  • All sections can be folded or unfolded, clicking on the section title.

Columns

The sections are organized in columns.

Number of displayed columns can be defined in user parameters.

Common sections

Some sections are displayed on almost all screens. (See : Common sections)

Item count in the list

When the section contains a list, the item count is displayed at right of the header.

Header section

Header section

Thumbnails on items in the list

Thumbnails are displayed on item row to present field values in graphical format.

See: Thumbnails.

Go to selected item

In a list, possibility to go directly to an item by clicking on its fields.

Cursor change to pointing hand cursor on clickable fields.

Special fields

Accelerator buttons

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.

Button - Move to next status

Move to next status

The mouse tracking over this colored button allows to show the workflow.

It is possible to define events when a state passes.

If a field is required for the transition from one state to another then you will be automatically redirected to the required field.

Regardless of the layout and presentation of your screens

Assign to me button

This button allows to set the current user in the related field.

Button - Assign to me

Combo list field

Combo list field allows to search, view or create item associated with the field.

The access to view or create item depends on your access rights. Some buttons can be not available.

Field - Combo list

Combo list

  • Click on icon goto will directly go to the selected item.

  • Click on button icon Follow up to display the details of the selected item.

  • Click on Add to directly add a new element corresponding to the selected field.

  • Click on button icon search to search for an element among those existing corresponding to the selected field.

Dialog box to search item

Dialog box - Item search

  • Click on Validation to re-select an item.

  • Click on Icon undo to close the dialog box.

  • Click on Filters to filter the items list

Some elements is possible to select several items, use Control or Shift.

Origin field

The origin of an element has no impact on it.

This is a memo, pure information.

It can be filled in automatically during a copy or manually.

Field - Origin

Origin field

  • This field allows to determine the element of origin.

  • The origin is used to keep track of events (ex.: order from quote, action from meeting).

  • The origin may be selected manually or automatically inserted during copying an element.

    Origin element

    • Click on Add to add a orgin element.

    • Click on Delete to delete the link.

    Dialog box - Add an origin element

    Add an origin element

    • Choose the type of element from the drop-down list.

    • Select the item from the corresponding list

Set color field

  • This field allows to set the color of an item.

  • Used to differentiate items in list or report.

  • Click on list of colors to select.

  • Click on “Reset” button to erase.

Zone - Set color field

Set color field

  • Displays a colored circle for field colorable.

  • Some list of values has a field to define a color.

  • A color is defined for each value.

Thumbnails

Thumbnails are a graphical representation of the field value.

Date

  • Displays the date of creation or update of the item.

  • Move cursor over thumbnail to display the date.

red today calendar The Item have been created or updated today.

yellow yesterday calendar The Item have been created or updated recently.

grey old calendar Default view.

User

  • Portrait of the user. Displays if it has created or updated an item.

  • If no photo is saved, an icon will automatically be generated.

  • The letter is chosen according to the real name. This is his initial.

  • Move the cursor over the thumbnail to display the user’s name and photo in its original size.

  • The user who does not have a photo automatically obtains a thumbnail with the first letter that makes up the real name.

    list of users without personal photo

    list of users without personal photo

Comment

  • Comment Indicates a comment or description is defined.

  • Add Comment to add a new note or comment

  • Move cursor over thumbnail to display text.

Privacy

Indicates the visibility level defined in a note or attachment.

  • Privacy Private contents.

  • Team Visible to team.

Message pop-up

Users may receive messages pop-up, displayed on the bottom right corner of the screen.

Three kinds of message may be displayed:

  • Information

  • Warning

  • Alert

Example - message pop-up

Action on message pop-up

Three possible actions:

  • Select to remind you in a given number of minutes (message will close and appear again in the given number of minutes).

  • Mark it as read to definitively hide it.

  • Mark as read all remaining alerts (the number appears on the button).

Note

On Alerts screen, the user can read the alert messages marked as read.

Alert on detail window

On indicatorable items, you may see a small icon on top left of the detail of the item.

Just move the mouse over the icon to display, which indicator has been raised.

Alert on detail window

Alert on detail window

Alert on Today screen

Just move the mouse over the red line to display, which indicator has been raised.

Alert on Today screen

Alert on Today screen