Home Portal

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On the Opened Projects tab you can access all the currently active projects, or only projects of a given project manager or branch. Simply use the options to filter your search and then decide what information you want to be shown in the table.  
Project Manager

The project manager whose information is currently shown in the table.

Click on the drop-down list and select a project manager.

Branch

The branch of your company which handles the projects of specific customers.

Click on the drop-down list and select a branch. The selected branch's current projects are listed in the table.

To create a branch, go to System configuration  > System Values > Branches.

Show Jobs

The state of a project's jobs.

Click on the drop-drown list and select a state. The system filters the information to show only projects which have jobs in the selected state.  

The available states are:
AllJobs in all states.
OpenedJobs which have not yet started and have Opened Status as their statuses.
In ProgressJobs which are currently being undertaken by a provider and have Request Status, Accepted Status or Started Status as their statuses.
ReadyJobs which were completed by their assigned providers and have Ready Stauts as their statuses.
Project

The project currently shown in the table.

Click on the drop-down list and select a project.

Show Closed Tasks from Opened Projects

The ability to also show any closed tasks included in open projects.  

    • Select the tickbox to also show a project's tasks which are not opened.
    • Deselect the tickbox to only show a project's tasks which are opened.

Click to have the entire content of each project be visible in the table. Now the table also shows a project's tasks, jobs and receivables.

Click to compress all the content of the projects listed in the table. Now the table only show's a project's ID.

Click to have only the projects and their tasks be visible in the table. Now the table also shows a project's tasks.
Opened Projects

The Opened Projects table lists all the projects which are not finished. The information included in the table is based on your selections (i.e. "In Progress" for the Show Jobs field) and actions (i.e. clicking on the  button).

    • When you click on the ID of a project, you are taken to the project's display. For a description of a project's display, click here: Project Display.
    • When you click on the ID of a task, you are taken to the task's display. For a description of a task's display, click here: Task Display.
    • When you click on the ID of an activity, you are taken to the job's display. For a description of a job's display, click here: Job Display.

The page you are currently viewing.

    • To advance to a desired page, click the available page number.
    • To go to the first page, click .
    • To go to the previous page, click .
    • To go to the next page, click .
    • To go to the last page, click .
To update the entities in the Opened Projects table.

To configure what and how information will be displayed in the Opened Projects table.

When you click , a new window appears.

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 menuTo decide how the data in each column is going to be sorted, select the preferred option from the drop-down menu.  
Ascending Sort checkboxBy 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 menuYou 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 buttonTo finish creating a new view, click the button to save your changes.
Cancel buttonClick this button to discard any changes and close the View Editor pop-up window.
Restore Defaults buttonIf 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 checkboxSelect 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 fieldYou 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 optionYou can search for the specific text in the specific area.
Suggestion optionYou can search for the specific entity and its name will be suggested while typing it in.
Date optionAllows you to search for information updated in the specific time.
Combobox optionA drop-down menu that allows you to specify one term of search.
Listbox / Large listbox optionAllows you to specify multiple terms of search at the same time.
Value with currency optionAllows you to search for the amounts of money.
Percentage optionAllows 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 optionThe 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 checkboxInactive items, such as unused languages, appear in the selection list.
Default checkboxSelecting 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 buttonIf you prefer to see all the criteria expanded click the Expand All button.
Collapse All buttonTo hide configurations of all criteria click the Collapse All button.
Save buttonTo finish creating a new view, click the button to save your changes.
Cancel buttonClick this button to discard any changes and close the View Editor pop-up window.
Restore Defaults buttonIf 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 buttonTo finish creating a new view, click the button to save your changes.
Cancel buttonClick this button to discard any changes and close the View Editor pop-up window.
Restore Defaults buttonAlthough 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.
 

 

The columns in the Opened Projects list can be customized by the user in the View Editor.  Therefore, all users may not need the same information displayed in the list. Only 2 columns of the Opened Projects list are discussed here.

Status

The current state of a project / task / job.

For a job, to transition to:

    • the first job status, click .
    • the previous job status, click .
    • the next job status, click .
    • the last job status, click .
       
The project statuses are:
OpenedThe project was not completed yet.
ClosedThe project's tasks were finished, and the receivable of each task was sent to the customer.
CancelledThe project was voided.
The task statuses are:
OpenedThe task was not completed yet.
ClosedThe jobs for this task were finished, and the receivable was sent to the customer.
ClaimThe task includes an open customer or internal nonconformity claim.
CancelledThe task was voided.
The job statuses are:
OpenedThe job was not started yet.
RequestedThe availability requests for this job were sent to the providers, and the project manager is awaiting their responses.
AcceptedThe provider agreed to perform the assigned job.
StartedThe job was undertaken by the responsible individual and is still in progress.
ReadyThe job was completed by the responsible individual.
CancelledThe job was voided by the project manager and is no longer needed for the task.
For the Status, the color of the text signifies the punctuality in which the project / task / job was either started or completed in relation to the dates set in Start Date and Deadline. The colors of the fields are:
Green The project / task / job was started or completed on time.
Red The project / task / job was started or completed late.
Total Agreed

For a task, the total amount of the total value (i.e. the sum of all receivables and CAT receivables) plus any applicable discounts and/or surcharges for a given task.

    • To calculate the total agreed for a given task, click . You are taken to the Receivables tab.

For a job, the total amount of the total value (i.e. the sum of all payables and CAT payables) plus any applicable discounts and/or surcharges for a given job.

    • To calculate the total agreed for a given job, click . You are taken to the Payables tab.