Client window > Projects page

On the Project page of the Client window the list of Projects of the current Client is displayed. To open the Projects page click Projects tab of the Client window. The general view of the page:

Projects in the list are marked with different colors depending on its status: Black – the Project is completed. Green – the Project is not completed yet, deadline in the future. Blue – the Project is not completed and due today. Red – the Project is not completed and overdue.

Using the Status drop-down list you can select to display only Projects with a particular status:

Similarly using Project Manager drop-down list you can select to display only Projects of the certain Project Manager.

As any table you can find in Projetex 2006, list of Quotes and list of Client Jobs can be sorted by each column values by clicking the corresponding column caption.
Right-click on the list to access Customize Columns and Vertical View commands, which allow correspondingly to customize which columns you want to display or see the table in vertical view.
See Right-click menu for details.

You can add a new Project clicking New button and filling the fields of the New Project window. For details on New Project window and project creation please see Adding a new Project.

To edit the information you have entered in the New Project window when creating a Project select this Project from the list and click Edit button or simply double-click the record. Edit Project window opens where you can modify the Project details:

It is quite similar to the New Project window, the only difference is that in the Edit Project window you can save and/or print the Project using .rtf template.

On the Projects page of the Client window you can delete Projects as well. For this select the Project and click Delete button. If the Project contains Client Jobs or other items the warning will appear stating that the Project cannot be deleted while it contains certain items. In this case please delete the named items first.

See Also:

Adding a new Project

Templates