_bm0 Projetex 7.0 user interface

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projetex_interface

Menu Bar

Commands, which are available in Navigation menu are duplicates of shortcuts (icons with text captions) available in navigation panel. Other menus provide tools for changing your settings, managing your working session with Projetex 7.0 Server, creating reports, accessing Registration and Help.

See Projetex menu bar topic.

 

Navigation panel

Navigation panel consists of four groups of shortcuts (icons with text captions):

1.Clients group consists of shortcuts: Client, General Prices for Clients, Quotes to Clients, Invoices to Clients, Payments from Clients, Balance of Clients, Schedule of Projects.
2.Projects group consists of shortcuts: Project, Client Jobs, Corporate Jobs, Freelance Jobs, Project Balance, Schedule of Client Jobs.
3.Corporate Team group consists of shortcuts: Corporate Expert, Job Assignments, Corporate Expenses, Schedule of Corporate Expert Jobs.
4.Freelancers group consists of shortcuts: Freelancer, General Prices for Freelancers, Quotes From Freelancers, Pos to Freelancers, Payments to Freelancers, Balance of Freelancers, Schedule of Freelance Expert Jobs.

See Navigation Panel topic.

 

Button panel

Button panel contains a number of buttons groups:

History: Back and Forward buttons; Jump: Client and Project buttons for quickly navigating your Projetex 7.0 Workstation.
Open Folders drop-down list and Go button quickens your access any folder, which was opened from Projetex 7.0 during the current working session.
Local Custom Filter buttons (Edit, Off, Recent buttons) for managing Local Custom Filter, an extra handy tool simplifying the search of necessary records in your Projetex 7.0 database, allowing to filter the records according to the user specified conditions on Client or Project properties.
Local Report buttons (Export, Print buttons) for exporting the data from Projetex 7.0 database to other applications (you can export to .rtf, .txt, .csv, .xls, .pdf, .html formats).
Global Date Filter buttons (Edit, Off, Recent buttons) for managing Global Date Filter, a searching tool allowing to display only records which date of creation fits the specified condition.

See Button panel topic.

_bm3 Note: When you exit Projetex 7.0, the program automatically remembers the current window and currently selected record (for example, currently selected Client). Projetex 7.0 will open at the same location on the next run.

 

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See also:

Corporate Settings

Current User Settings