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Projects can be created from two areas of Projetex:
A: On the Main tab of Project window by clicking New Project button.
B: On the Projects tab of Client window by clicking New button.
New Project window
Name — project name can be 150 characters long.
Client — client which this project is assigned to (cannot be changed after creation of the project).
Client Account — this button can be used to assign a project to a different account of client. Current account name and the list of responsible account managers are displayed next to Client Account button. See Account Management topic for details.
Client PM — one of the client's contacts responsible for this project on the client side. The person selected here will be set as default client's PM for all new client jobs of this project. See Contacts List topic for details on adding and editing contacts.
Corporate PM — Project Manager, responsible for this project on your side.
Timeline — timeline of a project in Projetex includes assigned, deadline dates and the date when the project has been actually completed.
To mark project as completed, click Timeline button and select Completed check box.
Optional Status — these are used when project needs to be put on hold, or when you create planned (or potential) projects. Projects with on hold status have their deadlines undetermined, thus on hold projects cannot become overdue. On hold projects are highlighted in red. Projects with planned status cannot be set as completed, since planned status assumes that work has not yet started. Planned projects are highlighted in green.
Note: All project data except project code and client can be edited at any time later. See Main Tab of Project Window topic for details.
Note: Jobs data, like volumes, pricing and so on is added to an existing project in the form of client jobs and expert jobs. See Creating Client Jobs, Creating Corporate Jobs and Creating Freelance Jobs topics for details.
You can save project data in a printable file or print it with the help of RTF templates. To make this option available click Apply button first to save new entry in database of projects.
Templates for printing project data can be edited with the help of menu Settings > Corporate. Click Templates section to quickly access all template folders. Templates for printing projects are saved in D:\BusinessServer\Templates\PROJECTS\ folder.
See also:
