Managing Corporate Experts info

On the Corporate Expert window you can manage current corporate experts, add new ones, create and manage experts’ folders, and add new information or comments.

To open Corporate Expert window click Corporate Expert icon from the Corporate Team tab of the Navigation panel or click Corporate Expert command from the Navigation menu.

Corporate Expert window contains several pages with different types of information.

On the Main page of the Corporate Expert window you can create a new corporate expert record, enter and edit general  expert information, including financial aspects of cooperation with an expert, such as AHC (Average Hourly Cost).

Main page of the Corporate Expert window combines corporate experts list and corporate experts profile information.

Tools for managing the corporate experts list are grouped in the left part of the page.

They are similar to the corresponding part of the Freelancer window. Please see Freelance Experts for details.

On the right side of the Main freelancer page, you have two tabs: Expert Profile and Custom, which enable you to review and modify the expert’s information.

Here you can enter/change corporate expert's information. Click the button to enter/change the corresponding property.

Expert Profile page is quite similar to Client Profile page. Though we would like to attract your attention to AHC button. Click it to enter/change Average Hourly Cost of the selected Corporate Expert.

Under the tab Custom, you can enter any private information about your clients, such as names of directors, business trends, and so on.

For storing each type of information you can create custom fields and group them on tabs at your will. Custom fields and tabs are created on the Custom Fields page of the Corporate Setting window of Projetex 2006 Server Administrator.

(On the screenshot above you can see the examples of the custom fields grouped on two custom tabs: Common and Availilability).

Corporate Jobs page of the Corporate Expert window.

On the Corporate Jobs page you can view and edit Jobs of the currently selected Corporate Expert.

To edit the Job record select it from the list and click Edit button.

Right-click on the list to select which columns to be displayed (Customize Columns command) or view the selected record in a vertical view (Vertical View command). More details...

You can select to view only Jobs with certain status (use Status drop-down list)

or Jobs for which job assignment was/was not issued (use JA Issued drop-down list):

Note: Company's Base Currency is displayed in the upper right corner of the Corporate Jobs page:

JAs page of the Corporate Expert window

On the JAs page of the Corporate Expert window you can view and edit all Job Assignments issued for the selected Corporate Expert.

To edit the JA select it from the list and click Edit button. Edit JA window will open where you can make the necessary changes.

Right-click on the JAs list to select which properties to be displayed (Customize Columns command) or view the selected record in a vertical view (Vertical View command). More details...

You can select to view:

Note: JAs can be created and deleted in the project related part of Projetex 2006 (Project window > JAs page).

Note: On the JAs page of the Corporate Expert window you can see JAs only for the selected expert. The list of job assignments to all corporate experts can be viewed and edited in the Job Assignments window. To open it click Job Assignments icon from the Corporate Team panel in the left part of Projetex interface.

Files page of the Corporate Expert window.

Files page of the Corporate Expert window provides you with possibility to create the corporate expert folder with one click, easily explore it and access Windows Explorer search.

It is absolutely similar to the Files page of the Freelancer window described in the Freelance Experts chapter.

Info page of the Corporate Expert window

On the Info page of the Corporate Expert window you can add info records concerning the selected Corporate Expert.

It can be anything you consider important to remember, from his/her hardware&software details to his/her interests and hobby.

Schedule page of the Corporate Expert window

After a major upgrade, Projetex 2006 is equipped with a new extra-handy tool - visual Schedules for Clients, Projects, Corporate Experts and Freelancers.

Schedule for the selected Corporate Expert can be accessed from the Schedule page of the Corporate Expert window. It represents Corporate Jobs of the selected corporate expert for the specified period in the form of horizontal columns, colors assigning allows you easily seeing which jobs were completed (in time or late) and all pending jobs (deadline in future/deadline in the past).

Corporate Expert Schedule is absolutely similar to the Freelancer Schedule described in the Freelance Experts chapter.

See Also: Corporate Jobs page (for Expert)

See Also: JAs page (for Expert)

See Also: Files page (for Expert)