Shortcuts

Shortcuts contain information relevant to the currently open folder. For example, a manager working with project files might also need access to the purchase orders and job assignment folders. To quickly open folders of a particular project's POs and JAs, the Shortcuts interface can be used.

Example:

Shortcuts vary, depending on the context.

Client shortcuts: Project folders of this client's projects.

Project shortcuts: Job Assignment folders, Purchase Order folders, Client folder of the selected project.

Corporate expert shortcuts: Job Assignment folders of the selected expert.

Freelance expert shortcuts: Purchase Order folders of the selected expert.

The Shortcuts list can also be used to open any folder on the local PC, as well as to connect to and work with the FTP folder.

Select the Local Folders option to explore the local machine's file system.

Select Public Folder to open the shared folder available to all workstation users.

Select Client FTP, Expert FTP or Freelancer FTP to connect and work with FTP folders.

Note: Prospects and applicant have only FTP, Local Folders and the Public Folder as shortcuts.

Note: If you change the client code or expert name (it can be done from the Main tab of the Client or Expert windows respectively, Projetex will attempt to rename the appropriate folder.

Note: The location of the BusinessServer folder can be changed on the Folders tab of the Advanced Settings window.