Global view

ProjeQtOr interface is divided into several areas.

Those areas are :

Global view

Global view

Area separation

  • The splitters allow resizing areas in the interface.
  • The green splitter allows to resize the areas «Menu and Documents window» and «Message and Link window».
  • The red splitter allows to resize the areas left and right.
  • The orange splitter allows to resize the areas «List window» and «Detail window».

Note

  • The position of splitters is saved and retrieved on each connection.
Windows splitters

Area separation

Top bar

Top bar

Top bar

1 - Project selector

  • Allows to select the project to work on.
  • Restricted the visibility of all objects of the selected project, including sub-projects if any.
  • Defined the “default” project for new items.

Note

User parameter: Default project

  • Defines the project that will be selected by default.

1.1 - Project selector parameters

  • Click on Button icon parameter to display the project selector parameters dialog box, you can select :
    • View closed projects.
    • Change the project list display mode.
    • Refresh the list.
Dialog box - Project selector parameters

1.1.a - Standard (reflecting WBS structure)

  • List of project and sub-project are displayed according to WBS structure.
Example - Project list display mode standard

1.1.b - Filtering select (with autocomplete)

  • List of project and sub-project are displayed according to entered text.
  • Search criteria works in a “starts with” mode
  • Autocompletion is active
Example - Filtering select (with autocomplete)

1.1.c - Filtering select (with search)

  • List of project and sub-project are displayed according to search criteria.
  • Search criteria works in a “contains” mode
  • Autocompletion is not active
Example - Filtering select (with search)

2 - Menu on top bar

Menu on top bar allows a rapid access to elements.

Menu on top bar

Menu on top bar

Menu selector A letter

  • The menu selector allows to reduce buttons list displayed B letter in the top bar.
  • The arrows C letter allow to scroll buttons list.
  • Move cursor over the menu selector to display menus list. Click on menu to select it.

Note

Predefined menus

  • Predefined menus are available and regroup buttons according to the work context.

Custom menu

  • A user can define its custom menu in the top bar.
  • Move cursor over the menu selector and click on “Custom menu” to select it.

Added an item

  1. Select a predefined menu (for example: “All menus”).
  2. Move the cursor over icon wanted.
  3. Click on the right button, a message appear.
  4. Click on the left button and the icon will be added to the custom menu.

Note

  • A star is added on selected icons.

Remove an item

  1. Move the cursor over icon (icon with star).
  2. Click on the right button, a message appear.
  3. Click on the left button and the icon will be removed from the custom menu.
  • The navigation buttons Button icon back navigation Button icon forward navigation give access to previous and next pages in the history.

4 - Button «New tab»

  • Allows to open a new tab within the same session.

Logo area

Logo area

Logo area

Information about the software

  • Click on «Logo Area» will display the software information box.
Box - Software information

Online user manual

  • Click on Button icon help or use shortcut key F1 will open the online user manual, to the page corresponding to the current screen.

    Note

    • You can change logo with your own.
    • Refer to administration guide to replace the logo.

«External shortcuts» and «Console messages» windows

External shortcuts and Console messages windows

«External shortcuts» and «Console messages» windows

Note

Toggling between windows

  • To toggling between windows, just click on window header.

1 - External shortcuts window

  • Display hyperlinks to remote web pages.
  • These links are defined as hyperlink attachments on projects.
  • Links displayed here depend on the selected project.

2 - Console messages window

  • Displays information about main actions: insert, update, delete.
  • The timestamp indicates when the action was done.

Note

  • Messages displayed here are not stored and will be flushed when user logout.

List window

List window

List window

1 - Element identifier

  • Displays the element name and the count of items in the list.
  • Each element is identified with a distinctive icon.

2 - Rapid filter

  • Rapid filtering fields are proposed : «Id», «Name» and «Type».

Any change on «Id» and «Name»

  • Will instantly filter data.
  • Search is considered as «contains», so typing «1» in «Id» will select «1», «10», «11», «21», «31» and so on.

Selecting a «Type»

  • Will restrict the list to the corresponding type.

Other filter fields

  • Depending on the element, other filter fields will be available.

3 - Buttons

  • Click on button icon search to execute a textual search. (See: Quick search)
  • Click on button icon filter to define an advanced filter. (See: Advanced filter)
  • Click on Button icon column to define the columns displayed. (See: Displayed columns)
  • Click on icon print button to get a printable version of the list.
  • Click on icon PDF button to export it to PDF format.
  • Click on Button icon CSV to export data of the selected items in a CSV format file. (See: Export to CSV format)
  • Click on Button icon new to create a new item of the element.

4 - Checkbox «Show closed items»

  • Flag on «Show closed items» allows to list also closed items.

5 - Column headers

  • Click a column header to sort the list on that column (first ascending, then descending).

Note

Sorting is not always on the name displayed

  • If the sorted column is linked to a reference list with sort order value, the sorting is executed on this sort value.

For instance

  • Sorting on the «Status» allows to sort values such as defined in the workflow.

6 - Items list

  • Click on a line (any column) will display the corresponding item in the detail window.

Advanced filter

The advanced filter allows to define clause to filter and sort.

  • The advanced filter definition dialog box is divided into two sections.
Dialog box - Advanced filter definition

1 - Active filter

  • This section allows to define the filter and sort clauses.

Add criteria

  • Define the clauses of filter or sort in «Add a filter or sort clause».
  • Select the name of the field, the operator and the value to the clause.
  • Click on Button add to add additional criteria.
  • Click on OK button to apply the filter.
  • Click on Cancel button to revert to previous filter.

Remove criteria

  • To remove a criteria, click on Button icon delete on the line.
  • To remove all criteria, click on Button icon delete on the header.
  • Click on the Clear button to reset the active filter.

Save active filter

  • Active filter can be saved to reuse.
  • Fill the filter name and click on Button icon save to save the filter definition.

2 - Saved filters

  • This section allows to manage saved filters.
  • Click on a saved filter to retrieve its definition.
  • Click on Button icon delete from a saved filter to delete it.
  • Click on the Default button to define the active stored filter as the default, kept even after disconnection.

Note

Default filter

  • The default filter is defined for the user.
  • The filter will be automatically applied in the next connection.

3 - Shared filters

  • Defined filters can be shared with other users.
  • Click on unshare filter to share the selected filter.
  • Click on shared filter to unshare the selected filter.

Shared filters are available for all users in them session.

Dialog box - Advanced filter definition with shared filter

Dialog box - Advanced filter definition with shared filter

List of filters

  • The filter list allows to select a stored filter.
  • To see the filter list, move the cursor over the advanced filter icon.
Popup menu - Stored filters
  • Click on the filter name to apply. Button icon active filter
  • Click on «no filter clause» to reset the filter. button icon filter

Displayed columns

This functionality allows to define columns displayed in the list for this element.

  • Click on OK button to apply changes.
  • Click on Reset button to reset the list to its default format.

Note

  • The columns display is defined for the user.
  • The definition will be automatically applied in the next connection.
Dialog box - Select columns to display

Column selection

  • Use checkboxes to select or unselect columns to display.

Note

  • Id and name are mandatory fields.
  • They cannot be removed from display.

Columns order

  • Use the selector area Button icon drag to reorder fields with drag & drop feature.

Column size

  • Use the spinner button One to change the width of the field.
  • Width is in % of the total list width.
  • The minimum width is 1%.
  • The maximum width is 50%.

Note

Field: Name

  • The width of the field is automatically adjusted so that the total list width is 100%.
  • The width of the field cannot be less than 10%.

Warning

Total width over 100%

  • The total width must be limited to a maximum 100%.
  • The exceedance will be highlighted beside the buttons. Two
  • This may lead to strange display, over page width, on list, reports and PDF export, depending on the browser.

Export to CSV format

This functionality allows to export data of list in a CSV file.

The fields are regrouped and presented in the order as they appear in the item description.

  • Click on OK button to export data.
  • Click on Cancel button to close the dialog box.

Note

  • The active filter defined will be applied to export data.
  • The CSV exported files can directly be imported through the import functionality. (See: Import data)
  • The export definition is defined for each user.
  • The same definition can be applied in the next export.
Dialog box - Export

Fields selection

  • Use the checkbox to select or unselect all fields.
  • Click on «Select list columns» button to restrict selected fields to the ones that are currently displayed in the list.

Id or name for references

  • For fields that reference another item, you can select to export either the id or the clear name for the referenced item.

Preserve html format for long texts

  • Box checked indicating that HTML tags in a long text field will be kept during export.

Detail window

Detail window

Detail window

1 - Item identifier

  • Identifies the item with the element type and the item id and name.
  • Each element is identified with a distinctive icon.

2 - Creation information

  • Information on the item (issuer and creation date) in thumbnail format.
  • See: Thumbnails.

Note

  • Administrator can change information.

3 - Buttons

  • Click on Button icon new to create a new item.
  • Click on Button icon save or use shortcut key Control-s to save the changes.
  • Click on icon print button to get a printable version of the details.
  • Click on icon PDF button to get a printable version of the details in PDF format.
  • Click on Button icon copy to copy the current item. (See: Copy item)
  • Click on button icon undo to cancel ongoing changes.
  • Click on Button icon delete to delete the item.
  • Click on Button icon refresh to refresh the display.
  • Click on Button icon email to send details of item by email. (See: Email detail)
  • Click on Button icon multiple update to update several items in one operation. (See: Multiple update)

Note

  • Some buttons are not clickable when changes are ongoing.
  • button icon undo button is clickable only when changes are ongoing.

Warning

  • When changes are ongoing, you cannot select another item or another menu item.
  • Save or cancel ongoing changes first.

4 - Drop file area

  • This area allows to add an attachment file to the item.
    • Drop the file in the area.
    • Or click on the area to select a file.

5 - Sections

  • The fields are regrouped under a section.
  • All sections can be folded or unfolded, clicking on the section title.

Columns

  • The sections are organized in columns.
  • Number of displayed columns can be defined in user parameters.

Common sections

  • Some sections are displayed on almost all screens. (See : Common sections)

Item count in the list

  • When the section contains a list, the item count is displayed at right of the header.
Header section

Header section

Thumbnails on items in the list

  • Thumbnails are displayed on item row to present field values in graphical format.
  • See: Thumbnails.

Go to selected item

  • In a list, possibility to go directly to an item by clicking on its fields.
  • Cursor change to pointing hand cursor on clickable fields.

Copy item

  • Allows copied an item of the element.
  • The options displayed in dialog box depends on whether the element is simple or complex.
Dialog box - Copy element

Simple element

  • Simple element (environment parameters, lists,…) can only be copied “as is”.

Complex element

  • Complex element (Tickets, Activities, …), it is possible to copy them into a new kind of elements.
  • For instance, it is possible to copy a Ticket (the request) into an Activity (the task to manage the request).
  • It is possible to select:
    • New kind of element.
    • Select new type (corresponding to the kind of element).
    • Change the name.
    • Select whether the initial element will be indicated as the origin of the copied one.
    • For main items, it is also possible to choose to copy links, attachments and notes.
    • For Projects and Activities, it is also possible to copy the hierarchic structure of activities (sub-projects, sub-activities).

Note

  • The new item has the status “copied”.

Email detail

Allows to send an informative email to defined recipients list.

Dialog box - Email detail

Recipients list

  • The list is defined according to the role of the recipient. (See: ProjeQtOr roles)
  • Flag on the role checkbox to define the recipients list.

Checkbox “other”

  • Flag on the checkbox “other” to manually enter email addresses.

Message

  • The message that will be included in the body of the email, in addition to a complete description of the item.

Save as note

  • Flag on to indicate the email message will be saved as a note.

Multiple update

Allows to update several items in one operation.

  • The fields that can be updated depends on the element.
  • The fields are grouped by section.
  • Click on button quit multiple update mode to quit the multiple mode window.

Select items

  • The selection of items can be done by selecting them in the list window. One
  • Or use checkboxes to select/unselect all items in the list. Two
  • The count of items selected is displayed. Three
Multiple mode item selection

Multiple mode item selection

Multiple mode

Multiple mode window

Apply updates

  • Click on Button icon save to save updates on selection.
  • Click on Button icon delete to delete all selected items.
  • The update will be applied to all the items (if possible) and a report will be displayed on the right. Four

Checklist

Allows to fill a checklist form.

A checklist is available, whether a checklist form is already defined for the element or the element type.

Note

  • The checklist forms are defined in Checklists screen.

Note

  • The access to view the checklist depends on your access rights.

Displaying the checklist

  • The user parameter «Display checklists» allows to define whether the checklist appears in a section or in a dialog box.
  • If the value “On request” is set, the button Button icon show checklist appears on the detail header window.
    • Click on Button icon show checklist to display the checklist form.
  • With other value the “Checklist” section appears in the detail window.
Dialog box - Checklist

Dialog box - Checklist

Section - Checklist

Section - Checklist

How to use

  • The user just has to check information corresponding to the situation.
  • When done, the user name and checked date are recorded and displayed.
  • Each line can get an extra comment, as well as globally on the checklist.

History of changes

All the changes items are tracked.

They are stored and displayed on each item.

Note

  • On creation, just an insert operation is stored, not all the initial values on creation.
Fields of changes
Field Description
Operation The operation on the item (insert or update).
Data The field modified.
Value before The value of the field before the update.
Value after The value of the field after the update.
Date Date of change operation.
User Name of the user who operated the change.

Displaying the history of changes

  • The user parameter «Display history» allows to define whether the history of changes appears in a section or in a dialog box.
  • If the value “On request” is set, the button Button icon show history appears on the detail header window.
    • Click on Button icon show history to display the history of changes.
  • If the value “Yes” is set, the “Change history” section appears in the detail window.
Dialog box - History of changes

Dialog box - History of changes

Section - Change history

Section - Change history

Show/Hide work

  • This button allows to show or hide work changes done in “Real Work Allocation”.
  • For section «Change history» the display of work is defined in user parameter «Display history».

Text editor

Text editors are available for editing of long text fields like description, results, notes, ...

Note

Parameter “Editor for rich text”

  • Selection of text editor can be done in User and Global parameters screens.

CK Editor

  • The most advanced web editor.
  • Spell checker available with this text editor.
CK Editor

CK Editor

Note

  • Possibility to deactivate the SCAYT spell checker. It can be modified by each user in user parameters.

Dojo Editor

  • Historically first used on ProjeQtOr.
Dojo Editor

Dojo Editor

Inline editor

  • As Dojo Editor.
  • Activated only when needed.
  • Text zone is extendable.
Inline editor

Inline editor

Plain text editor

  • Conventional text input.
  • Text zone is extendable.
Plain text editor

Plain text editor

Special fields

This section describes the ProjeQtOr special fields.

Accelerator buttons

Move to next status button

  • This button allows to skip to the next status without having to open the list.
  • The next status is defined by the workflow linked to the type of element.
Button - Move to next status

Assign to me button

  • This button allows to set the current user in the related field.
Button - Assign to me

Combo list field

  • Combo list field allows to search, view or create item associated with the field.

Note

  • The access to view or create item depends on your access rights.
  • Some buttons can be not available.
Field - Combo list
  • Click on Button combo arrow down to get the list of values.

  • Click on Button icon goto will directly go to the selected item.

    Note

    • Click on Button icon back navigation to return to the last screen. (More detail, see: Top bar)
  • Click on button icon search to access item details.
  • The next action depends on whether the field value is filled or not.

Field value is filled

  • If the field value is filled, the details of item associated are displayed.
Dialog box - Item details

Dialog box - Item details

  • Click on button icon search to re-select an item.
  • Click on button icon undo to close the dialog box.

Field value is empty

  • If the field value is empty, the list of items is displayed, allowing to select an item.
Dialog box - List of items

Dialog box - List of items

  • Click on Button icon select to select items.
  • Click on Button icon new to create a new item.
  • Click on button icon undo to close the window.

Note

Window header

Note

Select several items

  • Some elements is possible to select several items, use Control or Shift.

Origin field

  • This field allows to determine the element of origin.
  • The origin is used to keep track of events (ex.: order from quote, action from meeting).
  • The origin may be selected manually or automatically inserted during copying an element.
Field - Origin

Origin element

  • Click on Button add to add a orgin element.
  • Click on Button icon delete to delete the link.
Dialog box - Add an origin element
Fields of add an origin element dialog box
Field Description
Type of the orign Type of element to be selected.
Origin element item to select.

Set color field

  • This field allows to set the color of an item.
  • Used to differentiate items in list or report.
  • Click on list of colors to select.
  • Click on “Reset” button to erase.
Zone - Set color field

Thumbnails

Thumbnails are a graphical representation of the field value.

Date

  • Displays the date of creation or update of the item.
  • Move cursor over thumbnail to display the date.

red calendar The Item have been created or updated today.

yellow calendar The Item have been created or updated recently.

white calendar Default view.

User

  • Displays the user who created or updated the item.
  • Move cursor over thumbnail to display the name and a large photo of the user.

Default user thumbnail The user doesn’t have a photo.

Comment

  • Note Indicates a comment or description is defined.
  • Move cursor over thumbnail to display text.

Privacy

Indicates the visibility level defined in a note or attachment.

private thumbnail Private contents.

team thumbnail Visible to team.

Color

  • Displays a colored circle for field colorable.
  • Some list of values has a field to define a color.
  • A color is defined for each value.

Info bar

Info bar zone

Info bar

1 - Log out button

  • Allows to disconnect the user.

Note

User parameter “Confirm quit application”

  • This parameter defines whether a disconnection confirmation will be displayed before.

2 - User parameters button

  • Allows to access user parameters.

3 - Hide and show menu button

  • Allows to hide or show the menu section.

Note

User parameter “Hide menu”

  • This parameter defines whether the menu is hidden by default.

4 - Switched mode button

  • Allows to enable or disable switched mode that allows to switch between list and detail windows.
  • Window selected is displayed in “full screen” mode.
  • Hidden window are replaced by a gray bar.
  • Click on the gray bar to switch between windows.

Note

User parameter “Switched mode”

  • This parameter defines whether switching mode is enabled or not.

5 - Database name

  • Display database name.

6 - Version button

  • Displays the application version.
  • Click on button to access to ProjeQtOr site.

7 - “Full-screen” button

  • One-click to displays in full Screen view.

Internal alert

Internal alerts can be sent to users.

An internal alert can be sent by the administrator or by monitoring indicators.

By the administrator

  • The administrator can send internal alert by administration console. (See: Administration console)
  • The message will be received by user via message pop-up.

Monitoring indicators

  • Monitoring indicators send only warning and alert message.
  • The message contains information that explains the alert:
    • Item id and type.
    • Indicator description.
    • Target value.
    • Alert or warning value.
  • The indicators are defined in Indicators screen.

Message pop-up

Users may receive messages pop-up, displayed on the bottom right corner of the screen.

Three kinds of message may be displayed:

  • Information
  • Warning
  • Alert
Example - message pop-up

Action on message pop-up

Three possible actions:

  • Select to remind you in a given number of minutes (message will close and appear again in the given number of minutes).
  • Mark it as read to definitively hide it.
  • Mark as read all remaining alerts (the number appears on the button).

Note

  • On Alerts screen, the user can read the alert messages marked as read.

Alert on detail window

On indicatorable items, you may see a small icon on top left of the detail of the item.

Just move the mouse over the icon to display, which indicator has been raised.

Alert on detail window

Alert on detail window

Alert on Today screen

Just move the mouse over the red line to display, which indicator has been raised.

Alert on Today screen

Alert on Today screen

Themes

Users can select Theme to display the interface.

User parameter “Theme”

  • This parameter defines the theme to display.
  • The new theme is automatically applied when selected.
_images/theme.png

Note

Default theme

  • By default your selected theme is “ProjeQtOr ‘Flat Desgin’ Blue”.
  • Screenshoots has been taken with “ProjeQtOr Standard” theme.

Multilingual

ProjeQtOr is multilingual.

Each user can choose the language to display all the captions.

Note

User parameter “Language”

  • This parameter defines the language used to display captions.

Keyboard functionality

Shortcut keys

  • Control-s to save the changes.
  • F1 to open the online user manual, to the page corresponding to the actual screen.
  • ESC to exit full screen mode of CK Editor.

Numeric keypad

  • The point will be replaced by a comma if the numeric format requires it.