Dashboard - Advanced Configuration

The Dashboard section of Advanced Configuration allows you to configure the items on Project Manager's Dashboard.

Colouring of Statuses

XTRF™ offers you an option to prioritise the statuses of your Projects, Tasks and Activities displayed in the Dashboard. The colour of the word's font in the Status field reflects the urgency of the action.

Green colour of the status means that you still have some time to complete the project - the deadline is away and you do not need to be in a hurry;
Orange colour of the status means that you are close to the deadline and you need to hurry up to finish the work on time;
Red colour of the status means that the project's deadline has already passed or it is very close.
Grey colour of the status means that the project is not open, so there is no deadline to worry about.

Project Status Colour Depending on Task Status Colour

Here you can decide if you want the project status colour to be related to status of project tasks. Use the checkbox as appropriate.

If this function is turned on, the colour of project status depends on the status of the task with the earliest deadline. If this deadline is passed, the project status is shown in red, even though the project deadline may be still away.

If the function is turned off, the colour of project status depends on the project deadline.

Task Status Colour Depending on Activity Status Colour

Here you can decide if you want the task status colour to be related to status of task activities. Use the checkbox as appropriate.

If this function is turned on, the colour of task status depends on the status of the activity with the earliest deadline. If this deadline is passed, the task status is shown in red, even though the task deadline may be still away.

If the function is turned off, the colour of task status depends on the task deadline.

Status Colouring Rule

Here you can select how the colour of the project status will change. You can choose one of the few options to determine when the project becomes marked as urgent (status displayed in orange) and breached (status displayed in red). Make your choice and select the appropriate option using the radio buttons.

If you want the statuses of non-opened projects to be displayed in grey, tick the box in Mark Closed, Ready, Sent and Cancelled Statuses.

Sort Projects by Here you decide how the projects in your Dashboard will be sorted. Select the sorting using the drop-down menu.

Sort Tasks by Here you decide how the tasks in each project will be sorted. Select the sorting using the drop-down menu.

Sort Activities by Here you decide how the activities in each task will be sorted. Select the sorting using the drop-down menu.

Expand All by Default Here you decide if you want the Project Tree in the Dashboard to display all the projects with all tasks and activities shown by default. Use the checkbox as appropriate.

Separate Projects with Thick Line Here you decide if you want to separate the projects on the Project Tree by a thicker line. It is especially useful on smaller screen - if the Project Tree is expanded, it helps to understand which tasks and activities belong to which project. Use the checkbox as appropriate.

Virtual Entity Names list

On the list of Virtual Entity Names you can specify how the projects, tasks and activities will be displayed on the Project Tree. If there is no entity on the list, XTRF™ will use its default settings.

Click here to read the information about Virtual Entity Names management...

You can create virtual entities to have more accurate and informative description of each project, task and activity displayed on the Project Tree. E.g. you can decide that you would like the Provider displayed next to the Project name, to know who performs the job.

Click to open the Virtual Column editor and create the description.

Click in the appropriate row to open Virtual Column editor and edit the selected description.

Click in the appropriate row to delete the selected description.

In the Virtual Column Editor update the following fields:

Class Name

Here you decide what exactly you are creating. To create a description of project, task or activity displayed on the Project Tree, you must select one of those options:

Dashboard Project to add the information to the Project Name;
Dashboard Activity or Receivable to add the information to specific Activities or Receivables ;
Dashboard Task to add the information to specific Tasks.

Other options in Class Name field are related to Virtual Columns - do not use them to create virtual entites on the Dashboard!

Name

Update the name of the Virtual Entity in the Name field - it will be displayed on the selection lists.

Localised Name

In this field you can manage localised names of the virtual entities, so they are displayed appropriately in selected interface language.

The following actions are available:

Add

To add the name of virtual entity to the specific interface language, click the button to open Add Localised Value pop-up window.

Click here to see the instructions of adding localised virtual entity...

	Update the following fields in the pop-up window:
Language	Select the interface language in which the localised name of virtual entity will be displayed.
New Value	Provide the name of the virtual entity.
Click to save the changes and to discard them.

Edit

Click to edit the localised virtual entity to open Add Localised Value pop-up window and edit the localised name of virtual entity.

Delete

Click

to delete the existing localised virtual entity name.

Active

Here you can decide if the virtual entity should be activated and available for selection. Use the checkbox as appropriate.

Type

Here you are setting the type of virtual entity you are just creating. Select Entity Name.

Role Name

This field can be left empty, as it is not related to virtual entities, but to Virtual Columns in views.

Expression

In this field you can create the expression, which will determine the description of project, task or activity on the Project Tree. The expression can be created using your own words and available variables that are listed in the separate field on the right hand side of the editor.

Variables list

Here are listed the variables that may be used in your expression. The empty field above the list is a search engine - if you begin to type the variable you are looking for, the list will be limited to the variables that contain the characters you have just typed in.

The items available on the list and their number depend on the type of the expression. While creating the expression, please use only the available variables, do not try to create your own ones and do not copy them from any other part of the system - they will not work and in some cases they may cause a system failure.

Use the View Editor pop-up window to choose what information is displayed in the Virtual Entity Names list.

View Editor Pop-up Window

View Editor pop-up window

View Editor Pop-up Window

In the View Editor pop-up window you can configure what is displayed in the page you are currently viewing. You can add a new view or edit existing one. You can provide the name for your new view to easily associate the view with the content which it displays. In the Columns tab you can specify what information is displayed on the page you are viewing, the Filter tab allows for configuration of available filtering options which can be used to browse the entities in the table and in the Permissions tab you can specify whether or not other groups of users can used the view prepared by you.

Name field

Name field

You can provide the name of the view in this field.

The name does need to be unique, however, a different name of each view would help you avoid confusion in the further entity management in the Home Portal.

Columns tab

In the Columns tab you can select what information is displayed in the table on the page you are viewing. You can also specify in what order are the columns displayed and how many items is displayed on one page of the table.

Column Selection Tree section

In this section you can decide what information is displayed in each column of the view which is being created. You can expand the selection tree and find the information you are looking for:

You can expand single branches,
You can click the Expand All button If you want to expand all the branches at one time,
You can click the Collapse All button to collapse all the branches at one time .

Select the check box next to the branch name to get the information displayed in the columns of your view.

Column Order section

In this section you can decide in what order the columns selected in the Column Selection Tree are displayed. To do so, you can c lick the name of the column and press one of the following buttons:

Move Up button to move the column up the selection,
Move Down button to move the column down the selection,
Remove button to remove completely the column from the View.

Sort by drop-down menu To decide how the data in each column is going to be sorted, select the preferred option from the drop-down menu.

Ascending Sort checkbox By default, the data are displayed in descending sort. You can select the checkbox, if you want the data to be displayed in the ascending sort.

Number of Items drop-down menu You can decide how many entities you want to get displayed on one page of the list. Select the number of items from the drop-down menu.

Save button To finish creating a new view, click the button to save your changes.

Cancel button Click this button to discard any changes and close the View Editor pop-up window.

Restore Defaults button If at any point you decide that you are not satisfied with the changes you made, click the Restore to Defaults button to return to the standard settings of this view.

Filter tab

In the Filter tab of the View Editor pop-up window you can configure filtering options. You can add new filters or remove unnecessary ones. You can also set up the details of the particular filtering options.

Filter Expanded checkbox Select this checkbox, if you want the Search Filter panel to be always expanded whenever you get displayed your newly defined view.

Reset Filter when Selecting This View checkbox

If this checkbox is selected, every time you switch to this view, the search criteria are set to the defined search settings. In other words, If there is a default value set on any criterion, the cleared criterion will not become empty, but will return to the default value.

Group field You can provide the name for the filter group.

Choose Filter from the List drop-down menu

To customize your search mechanism, you can add fields to the filter settings. Select one of the available search queries from the Choose filter from the list... drop-down menu to receive the list of available criteria.

If you know what you are looking for, you may provide the search query in the search field - the system suggests the available criteria while you start typing.

icon

The search criteria have their own configurable properties. Click the icon to expand the list of the properties and configure them according to your preferences.

Once you have configured the criterion, click to hide the configuration.
If you want to move the specific criterion, click the arrow icons to move it up or down. You can move the criterion not only inside the particular group, but also to another group, which is higher or lower on the list.
If you do not need to search using the specific criterion, click the icon on its right hand side. The deleted criterion returns to the list and can be added back, if necessary.

Click to Read about Search Criteria Properties

Type drop-down menu

You need to specify the type of search criterion selecting one of the following options:

Text field option	You can search for the specific text in the specific area.
Suggestion option	You can search for the specific entity and its name will be suggested while typing it in.
Date option	Allows you to search for information updated in the specific time.
Combobox option	A drop-down menu that allows you to specify one term of search.
Listbox / Large listbox option	Allows you to specify multiple terms of search at the same time.
Value with currency option	Allows you to search for the amounts of money.
Percentage option	Allows you to search for the percentage values.

Restriction Type drop-down menu

The Restriction Type drop-down menu is only available if you have selected the Text field option from the Type drop-down menu.

By selecting the option you are interested in, you decide how the system will compare the data in your database with the text provided in the Text field.

Case-insensitive Match option	The filter will search for provided text and will not be case-sensitive.
Equals option	You will need to provide the exact name of the searched item. Please mind that this option is case-sensitive.
Starts With option	When you provide a few letters of the word, the system will search for all items which names begin with these letters. Please mind that this option is case-insensitive.
Ends With otpion	When you provide a few letters of the word, the system will search for all items which names end with these letters. Please mind that this option is case-insensitive.
Wildcard option	You can search for incomplete words using: The asterisk, *``, to indicate some missing characters. The question mark, `?`**, to indicate one missing character. Please mind that this option is case-sensitive.

Diacritical Marks in Search Field

There are no limitations of diacritical marks usage in your search - XTRF Platform recognises them all and displays the appropriate search results. However, if you experience any problems with the words containing diacritical marks, it is recommended to use the Wildcard mode and replace the marks with asterisks or question marks.

Settings section

You can set the properties of the selected criterion as follows:

Include Not Active checkbox	Inactive items, such as unused languages, appear in the selection list.
Default checkbox	Selecting this checkbox enables you to edit the Default Value section which enables you to set up additional properties of the criterion.

Default Value section

This section is activated only if Default option was selected in Settings section.

Depending on the type of selected search criterion, you can set:

Value: You can set a specific value that will be displayed and used in this criterion by default, unless it is changed for the purpose of specific search.
Mode: If you are searching using one of the list boxes, when the is any of option is set, the filter will search for all items that match at least one of the selected values. If the is none of option is set, the filter will search for the items that are different than the selected values.
If you are searching for the value with currency or percentage, you can decide if you are looking for the exact match, something that is greater or equal than the amount set, lower or equal than the amount set, greater than the amount set or lower than the amount set.
If you are searching for date, you can search between the specific days or in a specific time span. You can also set your own advanced mode.
You can lock the value by selecting the Fixed checkbox. The locked value cannot be changed outside the View Editor.

Create Group button

You can arrange and sort the search criteria in the filter. When you click the Create Group button, a new group field appears in the search criteria list. Provide the name of the search criteria group in the Group field.

If you have more than one group in the Filter tab, you can click:

The arrow icons on the left hand side of selected group to move it up or down.
The icon on the left hand side if you wish to remove a group.

You need at least one group created to add new search criterion to your filter.

Expand All button If you prefer to see all the criteria expanded click the Expand All button.

Collapse All button To hide configurations of all criteria click the Collapse All button.

Save button To finish creating a new view, click the button to save your changes.

Cancel button Click this button to discard any changes and close the View Editor pop-up window.

Restore Defaults button If at any point you decide that you are not satisfied with the changes you made, you may click the Restore to Defaults button to return to the standard settings o f this view.

Permissions tab

In the Permissions tab of the View Editor pop-up window you can select groups of users that will be able to use the view you are currently editing.

Shared With section

In this section you can decide which group is going to see and use your view. Select one of the available options:

- The All Groups checkbox: Select it if you want your view to be available to all groups listed.
- The Add All button: Click it to move all available groups from Available Items to Selected Items list.
- The Add button: Select the group name in the Available Items list and then click the button to move the group to the Selected Items list.
- The Remove button: Select the group name in the Selected Items list and then click the button to move it back to the Available Items list.
- The Remove All button: If you have already selected group names in the Selected Items list, click the button to move all available groups back to the Available Items list.

Save button To finish creating a new view, click the button to save your changes.

Cancel button Click this button to discard any changes and close the View Editor pop-up window.

Restore Defaults button Although the button Restore Defaults is available, clicking it does not reset the view's permissions. Clicking it results in restoring to defaults all the changes in other tabs.

Show Only Current User's Projects and Tasks Here you can decide if the logged-in Project Manager can see the other PM's projects and tasks. Use the checkbox as appropriate.

Click

to save the changes and

to discard them.