Navigation panel

Navigation panel is a part of Projetex 2006 user interface simplifying and quickening navigation in the program:

Icons for Client related windows:

Client window displays all information about the taken Client. By going to various pages (Main, Contacts, Marketing, Prices, Quotes, Projects, Client Jobs, Invoices, Payments, Account, Files, Info, Schedule) you can add/delete items of Client list, view/change financial and informational records of taken Client.

See Also: Client window

General Prices for Clients shortcut opens General Prices for Clients window, where you can manage your general (not including Discounts/Markups) price-list: set Price in chosen Currency for each Service (choose from the Services list) of each Group of Services (choose from the Groups of Services list).

See Also: General Prices for Clients window.

See Also: Services

See Also: Group of Services

See Also: Discounts/Markups

Quotes to Clients shortcut opens Quotes to Clients window where you can see details of all currently created Client Quotes, create a new Project based on a Quote, add/edit/delete Draft Client Jobs for existing Quotes.

See Also: Quotes to Clients window

Clicking on the Client Folders icon opens Client Folders window where you can access files and folders like in Microsoft Windows Explorer window, though its scope is limited to Clients folder, which is located in C:\Business\ unless other specified in Corporate Settings of Projetex 2006 Server Administrator.

See Also: Client Folders window

See Also: Projetex 2006 Server Administrator, Corporate Settings

Clicking on the Schedule of Projects icon opens Schedule of Projects window displaying all Projects (and their statuses) for the specified period in a graphical view. Thus you have a clear picture of all pending, due/overdue projects (for all clients) for the period specified.

See Also: Schedule of Projects window

See Also: Using Schedules

Icons for Project related windows:

Project window displays all information about the taken Project. By going to various pages (Main, Tree, Client Jobs, Corporate Jobs, Freelance Jobs, Freelance Teem, JAs, POs, Account, Files, Info, Schedule) you can add/delete items of Project list, view/change financial, jobs and informational records of taken Project.

Client Jobs shortcut opens Client Jobs window which displays detailed information about all Client Jobs stored in database.

See Also: Client Jobs window

Project Accounts shortcut opens Project Accounts window displaying Balance of and Gross Profitability analysis of Projects.

See Also: Project Accounts window

Project Folders shortcut opens Project Folders window where you can access files and folders like in Microsoft Windows Explorer window, though its scope is limited to Project folder, which is located in C:\Business\ unless other specified in Corporate Settings of Projetex 2006 Server Administrator.

See Also: Project Folders window

See Also: Projetex 2006 Server Administrator, Corporate Settings

Schedule of Client Jobs icon is a shortcut to the Schedule of Client Jobs window displaying all Projects and corresponding Client Jobs for the specified period in a graphical view. Thus you have a clear picture of all pending, due/overdue projects and jobs from their scope for the period specified.

See Also: Schedule of Client Jobs

Icons for Corporate Experts (Corporate Team) related windows:

Corporate Expert icon is a shortcut to the Corporate Expert window displaying consolidated information about the taken Corporate Expert. By going to various pages (Main, Corporate Jobs, JAs, Files, Info, Schedule) you can add/delete items of Corporate Expert list, view/change financial, jobs and informational records of taken Corporate Expert.

See Also: Corporate Expert window

Job Assignments shortcut opens Job Assignments window displaying all stored in database jobs assigned to certain Experts.

See Also: Job Assignments window

Corporate Expenses icon is a shortcut to the Corporate Expenses window, where you can enter the information on corporate expenses of different kind.

See Also: Corporate Expenses

Expert Folders of Corporate Experts icon is a shortcut to the Expert Folders of Corporate Experts window where you can access files and folders like in Microsoft Windows Explorer window, though its scope is limited to the Corporate subfolder of the Experts folder, which is located in C:\Business\Experts\ unless other specified in Corporate Settings of Projetex 2006 Server Administrator.

See Also: Folders Navigation in Projetex 2006
See Also: Projetex 2006 Server Administrator, Corporate Settings

Schedule of Corporate Expert Jobs icon is a shortcut to the Schedule of Corporate Expert Jobs window displaying all Corporate Expert Jobs for the specified period in a graphical view. Thus you have a clear picture of all pending, due/overdue jobs and the responsible corporate experts for the period specified.

See Also: Corporate Team Schedules

Icons for Freelancers related windows:.

Freelancer icon is a shortcut to the Freelance Expert window displaying consolidated information about the taken Freelancer. By going to various pages (Main, Application, Prices, Quotes, Freelance Jobs, POs, Payments, Account, Files, Info, Schedule ) you can add/delete items of Freelancer list, view/change financial, jobs and informational records of taken Freelancer.

See Also: Freelance Expert window

General prices for Freelancers shortcut opens General prices for Freelancers window, where you can manage your general tariffs for Freelance Expert services: set Price in chosen Currency for each Service (choose from the Services list) of each Group of Services (choose from the Groups of Services list).

See Also: General prices for Freelancers window

Quotes from Freelancers icon is a shortcut to the Quotes from Freelancers window displaying detailed information on all Quotes from Freelancers stored in database.

See Also: Quotes from Freelancers window

Expert Folders of Freelancers icon is a shortcut to the Expert Folders of Freelancers window where you can access files and folders like in Microsoft Windows Explorer window, though its scope is limited to the Freelance subfolder of the Experts folder, which is located in C:\Business\Experts\ unless other specified in Corporate Settings of Projetex 2006 Server Administrator.

See Also: Folders Navigation in Projetex 2006

See Also: Projetex 2006 Server Administrator, Corporate Settings

Schedule of Freelance Jobs icon is a shortcut to the Schedule of Freelance Expert Jobs window displaying all Freelance Expert Jobs for the specified period in a graphical view. Thus you have a clear picture of all pending, due/overdue jobs and the responsible freelancers for the period specified.

See Also: Schedule of Freelance Jobs window

See Also:

Projetex 2006 User Interface