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Project window can be used to view, edit and enter new information about your projects, as well as to create and manage client and expert jobs, purchase orders, job assignments and project files.
How to:
To open Project window click Project icon from the Projects tab of the Navigation panel.
Different tabs of Project window represent different aspects and elements of your projects stored in Projetex database. Project data is broken into the following Project window tabs:
| • | Main tab — provides the most basic overview of your projects. Projects are created and marked as completed here. This tab also contains project profiles. |
| • | Tree tab — provides schematic view of project jobs and expert assignments structure. Here client and exert jobs can be created and experts can be assigned. |
| • | Client Jobs tab — gives an overview of client jobs of a project. Client jobs can be created here as well. |
| • | Corporate Jobs tab — gives an overview of jobs assigned to corporate experts. Corporate jobs can be created and exerts can be assigned to these jobs here. |
| • | Freelance Jobs tab — gives an overview of jobs assigned to freelancers. Freelance jobs can be created and freelancers can be assigned to these jobs here. |
| • | Freelance Team tab — provides freelancer search options. With the help of this tab freelancers can be searched and grouped for selected project. |
| • | JAs tab — used for issuing and managing job assignments (JAs) for corporate experts. |
| • | Pos tab — used for issuing and managing purchase orders (Pos) for freelancers. |
| • | Balance tab — provides basic overview of the financial balance of selected project. |
| • | Files tab — provides quick access for project folder of selected project, as well as to other files related to this project. |
| • | Info tab — this tab is used for creating various project-related notes. |
| • | Schedule tab — a schematic overview of project jobs, presented in a form of schedules.
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