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Welcome to Projetex 2006
Upgrade from Projetex 2005 to Projetex 2006
Frequently Asked Questions
What's New in Projetex 2006
Registration/Upgrade
Projetex Import Utility
Import Utility function and scope
Data import procedure
Importing from .xls
Importing from .dbf
Importing from .txt
Importing from .csv
Importing from .mdb
Using scenarios for Import Utility
Projetex Workstation
Projetex 2006 User Interface
Projetex Menu Bar
Button Panel
Navigation panel
Local Custom Filter
Global Date Filter
Right-click menu
General Features
AnyCount in Projetex 2006
CATCount in Projetex 2006
Folder Automation
Projetex 2006 Folder Structure
Folder Structure Administration in Projetex 2006
Shared Access to Folders over LAN
Folder Navigation in Projetex 2006 Workstation
Multi-Currency Support
Base Currency of your company
Currencies and Exchange Rates
Client and Freelancer Currencies
Prices and job accounts in different currencies
General views of all Client, Project and Freelancer accounts
Templates
Templates
Logic of Templates
Common Template Variables
Date and Time Functions
Project Template Variables
Contacts Template Variables
Quotes Template Variables
Client Jobs Template Variables
Corporate Expert Jobs Template Variables
Freelance Expert Jobs Template Variables
Invoice Template Variables
Payments Template Variables
POs Template Variables
Advanced
Custom Reports
User Reports administering
Workstation User Reports
Example: creating a report
Custom Queries
User Queries
Building queries (with examples)
Creating a query within the report
Settings
Corporate Settings
Groups of Services
Services
Volume Units
Currencies
Exchange Rates
Taxes
Discounts/Markups
Countries
Payment Methods
Current User Settings
AnyCount
Colors: General
Colors: Status
Fonts and Sizes
Templates
Custom Fields
Schedules
Exporting Projetex data
Export to .txt
Export to .xls
Export to .csv
Export to .html
Export to .rtf
Export to .pdf
Project Manager Basic working procedures
Introduction for Project Manager
Adding a new Project
Creating Client Jobs
Creating Expert Jobs
Selecting Experts
Corporate Jobs managing
New Corporate Job window
Edit Corporate Job window
Freelance Jobs managing
New Freelance Job window
Edit Freelance Job window
Freelance Team
Job Assignments managing
Purchase Orders managing
New PO window
Edit PO window
Payments to Freelancers managing
New Freelance Payment window
Corporate Expenses
Some Account
Project related files
Project Info
Completing Projects and Jobs
Left-side shortcuts in Projects
Using Local Custom Filter
Using Schedules
Sales Representative Basic working procedures
Client window
Client window > Main page
Client window > Contacts page
Client window > Marketing page
Client window > Prices page
Client window > Quotes page
Client window > Projects page
Client window > Client Jobs page
Client window > Invoices page
Client window > Payments page
Client window > Account page
Client window > Files page
Client window > Info page
Client window > Schedule page
General Prices for Clients window
Quotes, Invoices, Payments, Accounts and Client Folders windows
Schedule of Projects
Accountant Basic working procedures
Clients
General client information managing
General Prices for Clients
Invoices to Clients, Payments from Clients, Accounts of Clients and Client Folders
Freelancers
Human Resource Basic working procedures
Managing Corporate Experts info
Managing Freelance Experts info
General Prices for Freelancers
Corporate Expert Basic working procedures
Introduction for Corporate Expert
Corporate Jobs page (for Expert)
Edit Corporate Job window (for Expert)
Customization (for Expert)
JAs page (for Expert)
Files page (for Expert)
System Administrator Basic working procedures
Projetex 2006 Server Setup
Projetex 2006 Workstation Setup
Access to Projetex 2006 Server Administrator
Updates of Server Administrator Software
Database Platform
System Requirements
Server and Database Operations
Database Server Status
Starting and Stopping Database Server
Database Status
Backup
Quick Optimization
Restore
Run Update Script
Repair
Clear Locks
Check Integrity
Server Administrator Corporate Settings
General
Users and Access
ODBC Access
Access Roles
Codes
Folders
Salutations
Custom Fields
Custom Variables
Custom Queries
Custom Reports
CATCount
Sound Alerts
Projetex ODBC
Projetex 2006 – access through the ODBC
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