| Welcome to Projetex 7.0 |
 | What's new in Projetex 7.0 |
 | System requirements |
| Projetex 7.0 Server Setup |
| Projetex 7.0 Workstation Setup |
| Upgrade to Projetex 7.0 |
| Quick start |
| Frequently asked questions |
| Registration/Upgrade |
| Localization |
 | Importing client and freelancer data |
| Data import procedure |
| Importing from .xls |
| Importing from .dbf |
| Importing from .txt |
| Importing from .csv |
| Importing from .mdb |
| Using scenarios for Import Utility |
| Projetex Workstation |
| Access to Projetex Workstation |
| Location of Projetex Server |
| Projetex 7.0 user interface |
| Basic interface options |
| Button panel |
| Navigation panel |
| Local custom filter |
| Global date filter |
| Right-click menu |
| Projetex menu bar |
| General Features |
| Folder automation |
| Projetex 7.0 folder structure |
| Folder structure administration in Projetex 7.0 |
| Shared access to folders for Managers |
| Shared access to folders for corporate experts |
| Folder navigation in Projetex 7.0 Workstation |
| FTP folders access |
| Multiple currencies support |
| Base currency of your company |
| Currencies and exchange rates |
| Client and freelancer currencies |
| Prices and job accounts in different currencies |
| Client, project and freelancer accounts |
| Templates |
| Logic and syntax of templates |
| Common template variables |
| Locale settings and date format |
| Date and time functions |
| Project template variables |
| Contacts template variables |
| Quotes template variables |
| Client jobs template variables |
| Corporate jobs template variables |
| Freelance jobs template variables |
| Invoice template variables |
| Payments template variables |
| POs template variables |
| Account management |
| Creating an account |
| Assigning account managers |
| Default account |
| Mass action |
| Mass invoicing |
| Mass purchase orders |
| Mass payments from clients |
| Mass payments to freelancers |
| AnyCount in Projetex 7.0 |
| CATCount in Projetex 7.0 |
| Using Schedules |
| Advanced |
| Custom Reports |
| Custom reports in Workstation |
| Access to custom reports |
| Managing custom reports |
| Example: creating a report |
| Custom queries |
| Building a query |
| More custom query examples |
| Settings |
| Corporate Settings |
| Groups of Services |
| Services |
| Volume Units |
| Currencies |
| Exchange Rates |
| Taxes |
| Discounts/Markups |
| Countries |
| Payment Methods |
| Categories |
| Current User Settings |
| AnyCount |
| Colors: General |
| Colors: Status |
| Fonts and Sizes |
| Templates |
| Custom Fields |
| Schedules |
| Exporting Projetex data |
| Export to .txt |
| Export to .xls |
| Export to .csv |
| Export to .html |
| Export to .rtf |
| Export to .pdf |
| Clients |
| Client window |
| Client profile |
| Postal address of client |
| General contact information |
| Payment terms of client |
| Next client codes |
| Locale format of client |
| Invoicing policy of client |
| Client FTP connections |
| Cloning a client |
| Contacts list |
| Marketing |
| Prices to client |
| Quotes to client |
| Projects of client |
| Client jobs of client |
| Invoices to client |
| Payments from client |
| Client balance |
| Files of client |
| Info of client |
| Schedules of client |
| General Prices for Clients window |
| Quotes to Clients window |
| Invoices to Clients window |
| Payments from Clients window |
| Balance of Clients window |
| Schedule of Projects |
| Creating clients |
| Creating contacts |
| Creating client prices |
| Copying client prices from general prices |
| Creating quotes to clients |
| Draft client Job |
| Creating invoices to clients |
| Creating payments |
| Void Invoices |
| Projects |
| Project window |
| Project Profile |
| Tree view of Project |
| Client Jobs of Project |
| Corporate Jobs of Project |
| Freelance Jobs of Project |
| Freelance Team of Project |
| Job Assignments of Project |
| Purchase Orders of Project |
| Balance of Project |
| Files of project |
| Info tab of Project window |
| Schedules of Project |
| Client Jobs window |
| Corporate Jobs window |
| Freelance Jobs window |
| Project Balances |
| Schedule of Client Jobs window |
| Creating a project |
| Creating client jobs |
| Creating corporate jobs |
| Creating freelance jobs |
| Selecting experts |
| Creating job assignments |
| Creating purchase orders |
| Corporate Team |
| Corporate Expert window |
| Corporate expert profile |
| Contact Information of Expert |
| Assign Next Expert Codes |
| Expert FTP connections |
| Corporate jobs of corporate expert |
| JAs tab of Corporate Expert window |
| Files of corporate expert |
| Info tab of Corporate Expert window |
| Schedule of corporate expert |
| Job Assignments window |
| Corporate Expenses window |
| Schedule of corporate expert jobs |
| Creating a corporate expence |
| Freelancers |
| Freelancer window |
| Freelancer profile |
| Postal address of freelancer |
| General Contact Information of freelancer |
| Payment Terms of Freelancer |
| Locale Format of Freelancer |
| Next Codes of Freelancer |
| Application of freelancer |
| Prices of freelancer |
| Quotes of freelancer |
| Freelance jobs of freelancer |
| Purchase orders of freelancer |
| Payments to freelancer |
| Files of freelancer |
| Info of freelancer |
| Schedule of freelancer |
| Balance of freelancer |
| General Prices for Freelancers |
| Quotes from Freelancers window |
| POs to Freelancers window |
| Payments to freelancers window |
| Balance of freelancers window |
| Schedule of freelance jobs window |
| Searching freelancers |
| Creating freelancer prices |
| Copying freelancer prices from general prices |
| Creating freelancer quotes |
| Creating payments to freelancers |
| Project manager basic working procedures |
| Accountant basic working procedures |
| Corporate expert basic working procedures |
| Corporate jobs tab (for expert) |
| Editing corporate jobs (for expert) |
| JAs page (for expert) |
| Files page (for expert) |
| Projetex 7.0 Server |
| Access to Projetex 7.0 Server Administrator |
| Updates of Projetex 7.0 Server Administrator |
| Database platform |
| Server and database operations |
| Database server status |
| Starting and stopping database server |
| Database status |
| Switching database offline |
| Backup |
| Quick Optimization |
| Restore |
| Run Update Script |
| Clear Locks |
| Check Integrity |
| Repair |
| View online users |
| Server Administrator Corporate Settings |
| General |
| Users and Access |
| ODBC Access |
| Access Roles |
| Codes |
| Folders |
| Salutations |
| Custom Fields |
| Custom Variables |
| Custom Queries |
| Custom Reports |
| CATCount |
| Sound Alerts |
| ODBC access in Projetex 7.0 |