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Shortcuts |
  
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Shortcuts |
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Shortcuts contain information relevant to currently open folder. For example, manager working with project files might also need access to purchase orders and job assignment folders. To quickly open folders of particular project's POs and JAs, this person can use Shortcuts area.
Example:
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Shortcuts vary, depending on the context.
| • | Client related folders are: Project folders of this client's projects. |
| • | Project related folders are: Job Assignment folders, Purchase Order folders, Client folder of selected project. |
| • | Corporate expert related folders are: Job Assignment folders of selected expert. |
| • | Freelance expert related folders are: Purchase Order folders of selected expert. |
Shortcuts list can also be used to open any folder on local PC, as well as to connect and work with FTP folder.
| • | Select Local Folders option to open folders on local PC. |
| • | Select Client FTP, Expert FTP or Freelancer FTP to connect and work with FTP folders. |
Any option selected in Shortcuts list is opened in separate field of Files tab:
Note: If you change the client code or expert name (it can be done from Main tab of the Client or Expert window respectively, Projetex will attempt to rename the appropriate folder.
Note: The location of BusinessServer folder is specified on the setup stage and can be changed on Folders tab of Advanced Settings window.
