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Navigation panel is a part of Projetex 7.0 user interface simplifying and quickening navigation in the program.
It consists of four groups of icons: Clients, Projects, Corporate Team, and Freelancers each containing icons for accessing Clients', Projects', Corporate' and Freelance Experts' related window correspondingly.
Each time you click on some icon, the necessary window opens on the right from the Navigation panel.
You can hide navigation panel to free display space by clicking left edge of the screen.
Use menu Navigation to switch between Classic and Modern style of navigation bar.
 Client window displays all information about the taken client. Client data is broken down by the following tabs: Main, Contacts, Marketing, Prices, Quotes, Projects, Client Jobs, Invoices, Payments, Balance, Files, Info, Schedule.
See also: Client window
 General Prices for Clients window provides access to general price list: each price representing a rate in chosen currency for certain service (language pairs, translation, proofreading etc).
See also: General Prices for Clients window.
See also: Services
See also: Group of Services
See also: Discounts/Markups
 Quotes to Clients window provides access to all currently created client quotes. This window can be used create a new project based on a quote, add/edit/delete Draft Client Jobs for existing quotes.
See also: Quotes to Clients window
 Invoices to Clients window provides access to all currently issued invoices. Use this window to calculate invoice totals, view and edit invoices, print any of these invoices.
See also: Invoices to Clients window
 Payments from Clients window lists all payments received from all Clients. Use this window to calculate payment totals, link payments with invoices, edit and delete payments.
See also: Payments from Clients window
 Balance of Clients window displays a simplified balance sheet broken by clients based on payments from clients and invoices to clients. Accounting staff can use this window to identify which client's accounts require attention.
See also: Accounts of Clients window
 Client Folders window can be used to access client files and folders. The window is analogical to Microsoft Windows Explorer window, though its scope is limited to Clients folder, which is located in C:\Business\ unless other specified in Corporate Settings of Projetex 7.0 Server Administrator.
See also: Client Folders window
See also: Projetex Server Administrator, Corporate Settings
 Schedule of Projects window displays block diagram of all projects for the specified period. Schedules are grouped by clients.
See also: Schedule of Projects window
See also: Using Schedules
 Project window displays all information about each of the projects. Project data is broken down by the following tabs: Main, Tree, Client Jobs, Corporate Jobs, Freelance Jobs, Freelance Teem, JAs, Pos, Balance, Files, Info, Schedule.
See also: Project Window
 Client Jobs window displays the list of all client jobs stored in database. With the help of this window you can have a quick overview of all client job statuses, calculate client job totals, edit and delete client jobs.
See also: Client Jobs window
 Corporate Jobs window displays the list of all jobs mend for in-house experts. With the help of this window you can have a quick overview of all corporate job statuses, calculate corporate job totals, edit and delete corporate jobs.
See also: Corporate Jobs window
 Freelance Jobs window displays the list of all Jobs menu for freelance experts. With the help of this window you can have a quick overview of all freelance job statuses, view if the jobs have been included in purchase orders, calculate freelance job totals, edit and delete freelance jobs.
See also: Freelance Jobs window
 Project Balance window displays Balance broken down by projects as well as Gross Profitability analysis.
See also: Project Balance window
 Project Folders window can be used to quickly access project files and folders. The window is analogical to Microsoft Windows Explorer window, though its scope is limited to Project folder, which is located in C:\Business\ unless other specified in Corporate Settings of Projetex 7.0 Server Administrator.
See also: Project Folders window
See also: Projetex 7.0 Server Administrator, Corporate Settings
 Schedule of Projects window displays block diagram of all projects for the specified period.
See also: Schedule of Client Jobs
 Corporate Expert window displays consolidated information about the specific in-house expert. Corporate expert data is broken down by the following tabs: Main, Corporate Jobs, JAs, Files, Info, Schedule.
See also: Corporate Expert window
 Job Assignments window displays the list of all currently issued job assignments to all corporate experts.
See also: Job Assignments window
 Corporate Expenses window can be used to make and view entries about any expenses that are not concerned with paying in-house and freelance experts.
See also: Corporate Expenses
 Expert Folders of Corporate Experts window provides access to files and folders inside your experts working folder. The window is analogical to Microsoft Windows Explorer window, though its scope is limited to the Corporate subfolder of the Experts folder, which is located in C:\Business\Experts\ unless other specified in Corporate Settings of Projetex 7.0 Server Administrator.
See also: Folders Navigation in Projetex
See also: Projetex 7.0 Server Administrator, Corporate Settings
 Schedule of Corporate Expert Jobs window displays block diagram of all corporate jobs for the specified period. Schedules are grouped by corporate experts.
See also: Corporate Team Schedules
 Freelance Expert window displays consolidated information about the certain freelancer. Freelance expert data is broken down by the following tabs: Main, Application, Prices, Quotes, Freelance Jobs, Pos, Payments, Balance, Files, Info, Schedule.
See also: Freelance Expert window
 General prices for Freelancers window, where you can manage your general tariffs for freelance expert services: set price in chosen currency for each service (choose from the Services list) of each group of services (choose from the Groups of Services list).
See also: General prices for Freelancers window
 Quotes from Freelancers icon is a shortcut to the Quotes from Freelancers window displaying detailed information on all quotes from freelancers stored in database.
See also: Quotes from Freelancers window
 Pos to Freelancers window displays all currently issued purchase orders for freelance jobs. Use this window to calculate PO totals, view and edit Pos, print any of these Pos.
See also: Pos to Freelancers window
 Payments to Freelancers window lists all payments sent to all freelancers. Use this window to calculate payment totals, link payments with purchase orders, edit and delete payments.
See also: Payments to Freelancers window
 Balances of Freelancers window displays a simplified balance sheet broken by freelancers based on purchase orders and payments to freelancers. Accounting staff can use this window to identify which accounts require attention.
See also: Balance of Freelancers window
 Expert Folders of Freelancers icon is a shortcut to the Expert Folders of Freelancers window where you can access files and folders like in Microsoft Windows Explorer window, though its scope is limited to the Freelance subfolder of the Experts folder, which is located in C:\Business\Experts\ unless other specified in Corporate Settings of Projetex 7.0 Server Administrator.
See also: Folders Navigation in Projetex
See also: Projetex 7.0 Server Administrator, Corporate Settings
 Schedule of Freelance Expert Jobs window displays block diagram of all freelance expert jobs for the specified period. Schedules are grouped by corporate experts.
See also: Schedule of Freelance Jobs window
See also:
Projetex User Interface
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Navigation panel