New/Edit Project window

The New/Edit Project window contains the following data:

Code — a unique project code is created automatically along with the project itself. It is a simple numerical counter.

Client — the client which this project is assigned to (cannot be changed after creation of the project).

Product Line — this button can be used to assign a project to a different product line of the client. The current product line's name and the list of responsible product line project managers are displayed next to the Product Line button. See the Client Product Lines topic for details.

Client PM — one of the client's contacts responsible for this project on the client side. The person selected here will be set as the default client's PM for all new client jobs of this project. See the Contacts List topic for details on adding and editing contacts.

Project Name — the project name can be 150 characters long.

Corporate PM — the Project Manager responsible for this project on your side.

Information — a plain text note for additional information.

Project Folder — the project's folder is created automatically when you click OK and create a new project. Once the folder has been created, its contents can quickly be accessed via the button on the right side of the Project Folder field.

Timeline — the timeline of a project in Projetex includes the assigned and deadline dates, as well as the date when the project has been actually completed.

You can use the buttons above the corresponding date fields to quickly set the assignment date to the current date, the deadline to the assignment date, or the completion date to the deadline or the current date.

To mark a project as completed, click the Timeline button and select the Completed check box.

Special Status — these are used when a project needs to be put on hold, canceled or when you create heads-up (or potential) projects. Projects with the on hold status have their deadlines undetermined, thus on hold projects cannot become overdue. Projects with the heads-up status cannot be set as completed, since the status assumes that work has not yet started. Canceled projects also can not be set as completed, since the status assumes that the project was abandoned.

Note: All project data except project the code and client can be edited at any time later. See the Project Window Main Tab topic for details.

Note: Job data, like volumes, pricing and so on is added to an existing project in the form of client jobs and expert jobs. See the Creating Client Jobs, Creating Corporate Jobs and Creating Freelance Jobs topics for details.

Custom Fields — project information can be customized by adding custom fields for additional information not foreseen by the default controls.

Note: Only users with access to the Projetex Server Administrator can add or remove custom fields. See the Custom Fields topic for details.

Audit — keeps track of when and by whom the project was modified.

Alerts — keeps track of messages received from the Projetex 3D Automation Engine.

You can save project data in a printable file, print it, or e-mail it with the help of RTF templates.

Templates for printing project data can be edited via Corporate Settings in the Backstage view. Click the Templates section to quickly access all template folders. Templates for printing projects are saved in the D:\BusinessServer\Templates\PROJECTS\ folder.