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Main Tab of Corporate Expert Window |
  
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Main Tab of Corporate Expert Window |
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Profiles of all the corporate experts in database can be viewed and managed with the help of Main tab of Corporate Expert window.
Browsing corporate experts
You can search experts by name. Select Starts with option and enter first few letters of expert's name in the field, and the cursor will jump to highlight first matching expert in the list. Select Contains option and enter any part of expert's name being searched.
| • | Select any expert in the list to view profile of this expert to the right. |
| • | Once a new expert has been added, their data can be edited in this expert's profile. |
Each expert can have a flag assigned to him/her. Expert flag can be changed by right-clicking the narrow field displaying flags.
Experts are listed in the form of table. Although by default this table contains single columns Name and Flag, you can add your custom fields to the list of experts by right-clicking the expert list and then clicking Customize Columns in the context menu.
Note: Only users with access to Projetex Server Administrator can add or remove custom fields.
Expert profile
Expert Code — This code is used in corporate job codes and job assignments codes of this expert. Corporate expert code can be 15 characters long maximum.
Name — corporate expert's name appears in expert chooser dialogs. This name can be maximum 150 characters long.
Contact Info — in addition to general contact details, experts photo can also be added.
Next codes — click this button to advance the automatic counters for expert-specific codes of corporate jobs and job assignments. Projetex will use these codes for next corporate job and job assignment you create. You can only increase the next code value.
Click AHC button to enter/change Average Hourly Cost of the selected expert. AHC will be used to calculate the Total cost of corporate jobs performed by this expert.
Expert Folder — this part of expert profile can be used to quickly create expert folder and open it in Windows Explorer. Corporate experts will be able to access only this folder (provided proper folder access options have been set up).
Click Create button to automatically create expert's folder inside Business folder. Projetex will automatically link expert's folder to appropriate expert. The location of expert folder will depend on the location of Business folder. Explore button becomes active only after expert folder has been created.
FTP Connections — you can set parameters for access to FTP folders of this expert. Shortcuts to these folders will be automatically added to Files tab of this expert's window.
General Information — expert profile may contain any general information, relevant to this expert in the form of a plain text note.
Custom fields of Corporate Experts
Use Custom Fields tab, next to the Expert Profile tab to access the controls for any Custom Fields of Corporate Experts, created with the help of Projetex Server Administrator.