Table of Contents
The Projects module is used for collecting and administering project-related information. The filing of project data is done in self-designated project folders. In addition to entering project data you can see project tasks here. You can define milestones for which you can also configure reminders. In addition, project notes can be entered as well as links to other modules. For example, you can set up a project-related forum and link it to the project. The following views and functions are available for the Projects module:
Project overview |
Creating a new project |
Changing a project |
Searching for a project |
Project archive |
Deleting a project |
Creating, reading, changing and deleting notes on a project |
Linking a project with other objects |
On this page you see an overview of all projects assigned to you. All projects are shown that are still in progress. Overdue projects are highlighted in orange. You can change the sort order of the table by clicking one of the arrows (down for a descending sort order, up for ascending) next to the column headings. In order to specify how many projects should be shown on a page, you can use the pull-down menu above the table. In order to reach the next/preceding pages, please use the blue arrows
at the top of the page or you click directly on the desired page number. In order to see the details of a project, click on the name or the yellow arrow
to the left of the project name. If you want to create a new project, click on the "Create project" icon
.
Via the list field in the upper right-hand corner you can select which modules should be shown in the tabular listing. All existing, active projects are listed here in a tabular overview.
Post-due projects are projects that have not been completed yet, although the project end date is already past.
This option allows you to display all projects that become due in the next seven days, i.e. their end date is reached.
This option allows you to display all projects that have already been completed and transferred into the archive. You can choose a project via a simple mouse click on the title of a project shown in the table, or with help of the yellow arrow in the first column. Then you switch to the detail view of the project where you can see all information related to the project.