Global Date Filter

The global date filter can be set to display only the records that fall within a certain time interval. For example, you can set the global date filter to display only records for a certain year, quarter, month or to specify a custom time interval.

The three buttons on the filter display are, left to right: Edit (opens the filter's dialog window), Off (clears the current filter), and Recent (restores the most recent previously used filter).

The global date filter's effect is not limited to the currently open window. Once applied, it works in all date-relevant records.

Filter Options

1. *All Dates*/Off - the default setting. the filter is not active.

2. Preset period - select a specific year, quarter, or month to view.
   
   
   

3. Custom period - manually select the start and/or end of the interval
   
   

Affected areas

The following windows and tabs are affected by the global date filter:

In the Prospects Workspace tab:

• The Prospect window tabs: Marketing, Quotes, Prospect Jobs, Invoices, Credit Notes, Payments, Payments and Accounts.
• The Quotes window.
• The Prospect Jobs window.
• The Invoices window.
• The Credit Notes window.
• The Payments window.
• The Refunds window.

In the Clients Workspace tab:

• The Client window tabs: Marketing, Quotes, Projects, Client Jobs, Invoices, Credit Notes, Payments, Payments and Accounts.
• The Quotes window.
• The Client Jobs window.
• The Invoices window.
• The Credit Notes window.
• The Payments window.
• The Refunds window.
• The Client Accounts window.

In the Projects Workspace tab:

• The Project window tabs: Main, Tree, Client Jobs, Corporate Jobs, Freelance Jobs, JAs, POs, and Accounts.
• The Client Jobs window.
• The Corporate Jobs window.
• The Freelance Jobs window.
• The Project Accounts window.

In the Corporate Team Workspace tab:

• The Corporate Expert window tabs: Corporate Jobs, JAs, Payments, Payments and Account.
• The Corporate Jobs window.
• The Job Assignments window.
• The Payments window.
• The Corporate Accounts window.
• The Corporate Expenses window.

In the Applicants Workspace tab:

• The Applicant window tabs: Application, Quotes, Applicant Jobs, POs, Payments
• The Quotes window.
• The Applicant Jobs window.
• The POs window.
• The Payments window.

In the Freelancers Workspace tab:

• The Freelancer window tabs: Application, Quotes, Freelance Jobs, POs, Payments, Account.
• The Quotes window.
• The Freelance Jobs window.
• The POs window.
• The Payments window.
• The Freelancer Accounts window.

All Static Reports, which display data within a time interval, are also affected by the filter.

Note: The global date filter affects the whole database. If you change it in one tab or window, it will be changed globally throughout your Projetex workstation.

Note: The global date filter setting is saved when you close the program and will be used next time you run Projetex.

See also:

Local Custom Filter

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