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Projects

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Project Interface

The Projects button displays a screen that allows you to create and manage Projects.  

File:Si5Wiki/SI5/06Projects/projects.jpg

 

The display area has two tabs: Project Grid and Selected Project Details:

File:Si5Wiki/SI5/06Projects/tabs.jpg

 

The Project Grid tab section lists all of your projects based on your selection from the Show dropdown menu.  There are three options in the list: Local, Server, and Archived projects.  There is also a Project Search function that will allow you to search for projects.

File:Si5Wiki/SI5/06Projects/local_server.jpg

Note: the Project Search field searches on the following fields: Client Name, Project Name, Status, Project Staff (all 4 types) and Project Number.  Also, the Search is specific to which view is displaying in the "Show" field: Local, Server, or Archived.

Fifty projects will display per page based on your filter or on your search by default but you can set the Project Grid to display more or less: 5, 10, 50, 100, 250.  

File:Si5Wiki/SI5/06Projects/diplay_projects_per_page.jpg

When there are more projects than you've chosen to display, navigation controls will appear at the bottom of the interface:

File:06Projects/image004.jpg

All of the columns in either section can be sorted ascending or descending when you click the header for the column.  The translucent arrow (File:Projects/image004.png) indicates the sort order:

File:Si5Wiki/SI5/06Projects/sort_arrow.jpg

Other functions are shown in the screenshot above.  Click the File:Si5Wiki/SI5/06Projects/field_chooser.jpg button to add/remove columns from the grid.  Click the File:Si5Wiki/SI5/06Projects/filter_button.jpg button to filter the column.  Click the File:Si5Wiki/SI5/06Projects/swap_button.jpg button to swap a columns position with another column.  You can also move columns around by dragging them:

File:Si5Wiki/SI5/06Projects/move_columns.jpg

 

If you wish to group your projects by a column heading, drag the column to the “Drag a column header here to group by that column” area.  To reverse this simply drag the column header outside of the area:

File:Si5Wiki/SI5/06Projects/group.jpg

 

The Projects area view will change:

File:Si5Wiki/SI5/06Projects/grouped_columns.jpg

 

There is a refresh button along the top of the screen that will refresh your project list:

File:06Projects/image013.png

The Selected Project Details tab displays information about the project in three sections: Project Details, Project Summary, and the Project Files/Revisions section:

File:06Projects/image014.jpg

Along the top of the interface, there are various functions available to you.  These functions are detailed in the Project Functions section.

File:Si5Wiki/SI5/06Projects/open_in_si_text.jpg

When the Project Files tab is selected, all of your Visio, AutoCAD, and “other” files are displayed.  You can use the [New] button to add Visio or AutoCAD drawings or you can use the [Add File] to add any other files such as .pdf files or Word docs.  A project must be checked out to add files.  See Project Functions for details on these functions.

File:Projects/image014.png

The Revisions tab shows all revisions for a project and you can “Promote Revision” or Delete any revisions in this interface.  See Project Functions for details on these functions.

File:Si5Wiki/SI5/06Projects/revisions_tab.jpg

 

More Information:

 

 

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Last modified
14:05, 26 Nov 2013

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