Graphical User Interface¶
ProjeQtOr interface is divided into several areas.
Note
Area separation
Top bar¶
The navigation buttons give access to previous and next pages in the history.
The Ajax technology used by ProjeQtOr makes it possible to refresh the data while preserving the structure of the solution.
This is why you will lose the session to projeqtor if you use the navigation of your internet browser.
The new tab button allows to open a new tab within the same session.
When you open a tab on your browser, it opens a new session of ProjeQtOr.
For the browser to open the tab as a result of the first session you must go through our navigation system.
When you are already connected to a session, a screen indicates this to you.
Click on the button to reconnect from this tab or leave this one to recover the current session.
Allows to select the project to work on.
Limited visibility of all elements of the selected project, including sub-projects if applicable.
Definition of the “default” project for new elements.
Visibility only of favorite projects in other lists.
Note
User parameter
default project Defines the project that will be selected and display by default into the project selector
3 tabs allow you to adjust certain aspects of the selector**
Selector format
Favorites
and others…
Selector format
In the format tab of the selector, you choose how the elements are displayed in the list.
Display the projects in progress
This option allows to display only in the list of the project selector, the projects with the macro state in progress.
Show level projects
It is possible to choose the number of sub-projects displayed in the project selector.
Project list display mode
ProjeQtOr offers the possibility to display the list of projects in different ways.
Standard reflecting WBS structure
List of project and sub-project are displayed according to WBS structure.
This is the only presentation mode where you can create favorites lists.
You can choose to display multiple projects by checking the corresponding boxes.
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
Compatible with favorites, but you can no longer create a list.
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
Compatible with favorites, but you can no longer create a list.
Favorites project
Favorites for Project Selector
You can create several favorites project list.
Click on the displayed to the right of the project to select the project to add to your favorites list.
You can only create a favorites list from the layout representing the WBS structure in the previous tab. See: Standard display mode.
The lists are however compatible with all presentation modes
Each selection is highlighted with the secondary color of your session
Name the liste of favoris
The list is stocked in the Saved favorite list table.
when a project favorites list is selected it is highlighted in the secondary color of your session.
When the list of projects is limited to favorites, we also display recursively:
visible parents of favorite projects
Warning
Be careful, we do not necessarily go back to the root but to the highest “visible” parent project. For example, if we have a structure P1=>P1.1=>P1.1.1=>P1.1.1.1, if a CP is assigned to P1.1, it does not see P1, by checking P1.1.1.1 by favorite, we display P1.1 and P1.1.1 but not P1)
The visible subprojects of favorite projects whether they are favorites or not.
Warning
Same remark as above on the limit of visibility.
When the list of the project selector is restricted to favorites, deselecting a favorite project makes it disappear (refreshing the selector).
When a favorites list is enabled, “all projects”, is replaced with “all favorite projects”. You can limit your list of favorites or display them in their entirety by clicking on this option. This will be the display default.
Enter the Archive Mode
This option allows you to show te closed items.
When archive mode is active, then icon is displayed in the top bar. Click on it to stop the process.
Archive mode allows you to see closed projects in the project selector.
To display closed projects in the list area of the projects screen switch the button “closed”.
This button is not visible when the archive mode is Off.
Only the administrator can see this button permanently.
When Archive mode is active, Projects lists on report parameters show closed projects.
Selector of the current item
Project selector search
Click on to search projects and subprojects from any screen with the same search functions as on the projects screen
you can rename the name of the ProjeQtOr instance via the global parameters in the View tab.
See: Tab Display
Infos bar¶
The CRON activation button allows you to quickly see if your CRON is launched or not.
The button is only visible for Administrator profile.
the CRON is running
In request for closure. The next refresh turns it red.
the CRON is stopped
Click on the button to start or stop CRON in the same way as on the Administration page.
See: Background tasks
Displays the version of ProjeQtOr installed
Click on the button to access the site of ProjeQtOr.org
This menu allows you to have access to real-time information with a notification system for news.
The button sends you to the forum of the ProjeQtOr site in order to post the possible anomaly.
Links
The links indicated allow you to display:
the software manual,
the manual page concerning the keyboard shortcuts taken into account in ProjeQtOr,
the version information on the external libraries used in ProjeQtOr.
News
Find all the information about ProjeQtOr in real time.
Hover over the desired information with the mouse to preview it.
Click to view full information.
A navigation system allows you to consult all the information.
Access
Access ProjeQtOr’s plugin store and forum summary with just one click.
The layout of the screens allows you to choose how you want to display the ProjeQtOr interface
The arrangement not chosen appears in gray
Many modes are available!
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.
Horizontal layout - vertical layout
You have all the screens of the application in horizontal or vertical mode.
You can uniquely arrange your screens by using the display icon in the list box
Horizontal mode shows the list box at the top of the screen and the details box at the bottom.
Vertical mode shows the list box on the left of the screen and the details box on the right.
Column mode corresponds to the historical presentation of ProjeQtOr, where the different parts making up the details area are displayed in one, two or three columns
Show or hide globally (on all screens), the notes area for each element.
To display notes only on a specific screen, choose from the details area toolbar.
See: Activity stream
See: Tools details area
The connection window offers some settings and information at user level.
Profile
The profile section tells you:
The common name in the software
The connection identifier
The profile assigned in the software with this account
The organization to which the user belongs
The team to which the user belongs
You can assign a profile picture in the user parameters.
interface Parameters
This section allow you to choose and modify at your leisure:
the language of your personal session
the time zone is automatically entered according to the settings of your computer
the colors of your personal interface
The brightness level for the background of the screens
the home page which will be displayed when you log in
The speed of the main menu animation
the time in seconds for automatic list refreshing
Two buttons offer you direct links to:
the page to change your password
user settings page
And it is in this window that you end your session using the disconnect button.
These changes only impact your session and will apply over the global settings defined by your administrator.
Interface colors
You choose two colors which will be declined thanks to subtle colorimetric games throughout the software.
The main color corresponds to the color that will be displayed in the background of the menus, title and separation elements.
The secondary color is applied for everything related to selection, navigation or position.
Color discs
These discs are shortcuts for applying a color scheme. Basic four color discs are available including one with the original colors of ProjeQtOr.
The other three discs are suggestions on our part. You can display your colors by saving them in the global settings on the Display tab. The next time you reconnect, the last color disc will have your colors.
brightness
Adjust the background brightness of your interface.
The brighter the brightness, the more white the background will be, move the cursor to dark to obtain the gray interface background.
Menu speed
You determine how the menu behaves as you navigate through it. When you set to fast then the animation between the menus will hardly be visible anymore.
Auto refresh
Item list boxes can refresh automatically.
Choose how often list boxes are automatically refreshed.
List Area¶
Displays the element name and the count of items in the list.
Each element is identified with a distinctive icon.
Click a column header to sort the list on that column (first ascending, then descending).
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.
Sorting on the “Status” allows to sort values such as defined in the workflow.
Click on a line (any column) will display the corresponding item in the detail area.
Click on to automatically refresh the list
Click on to apply many filters
Click on to organize the columns
Click on to export the list area to PDF
Click on to export the list area to CSV
Click on to open the multiple update
Click on to display this screen vertically or horizontally only
Swith the button clos to make appear all the In progress element
Automatically refresh the list
Item list boxes can refresh automatically.
Choose in the connexion menu how often list boxes are automatically refreshed.
See: Session menu
The first filters offered are basic filters.
The rapid filters
You can choose to always display them in the toolbar of the list box by activating the switch button.
You can choose to always display them in the toolbar of the list box by activating the switch button.
You can restrict the display:
by ID
by name
by type
The Quick search
fill in the quick search field then click on the magnifying glass to launch the search in all the available fields of the list box AND details.
Click the reset button to clear your search and restore the original display.
Note
Accents are not taken into account
Status filters
Switch the button display direct status filters
Only existing status are visible if their are used.
Choice one of them and the item list will be filter.
This is a quick filter list by status.
Tags filters
Switch the button display direct tags filters
Only existing status are visible if their are used.
Choice one of them and the item list will be filter.
This is a quick filter list by status.
The advanced filters
Click on the button to display the advanced filters window.
Several sections are available
Active filter
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.
Choose a particular layout to apply the filter. The chosen layout will be displayed with the filter applied directly.
Click on OK button to apply the filter.
Click on Cancel button to revert to previous filter.
Click on Clear button to reset the active filter.
Logical operator
Possibility to select the logical operator OR between the criteria of a filter instead of AND.
Applies logical operator with preceeding criteria (by default AND).
Be careful, operator AND is applies before OR.
Dynamic value
When the selected value is dynamic, then you do not select anything in the list.
The value will then be entered when the filter is called and will be fully activated when the filter is chosen.
Saved filters
This section allows to manage saved filters.
Click on a saved filter to retrieve its definition.
When your collaborators share filters, they appear below the list of saved filters.
Click on the list to display all filters and their author.
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.
Click on the filter name to apply.
Click on no filter clause to reset the filter.
You can define which columns you want to display in the list area for the selected item.
The identifier and the name of the selected element are mandatory fields. They cannot be removed from view.
The display of columns can be defined by and for the user or it can be applied by default for a particular user.
Use the switches to select or deselect the columns to display.
Click on OK button to apply changes.
Click on Reset button to reset the list to its default format.
Click on “ To Manage” button to save column layouts.
The applied definition will be automatically retrieved at the next connection.
Column order
You can move columns using the handles in front of the column name. Click drag to where you want to drop it.
You can move columns directly from the list area.
Click on the column to move and drag and drop where you want it. The icon shows you with an arrow where the column will be placed
Column size
Use the arrows to the right of the column name to increase or decrease the column width.
The width is in % of the total width of the list. The width of the field is automatically adjusted so that the total width of the list is 100%.
The minimum width is 10% and the maximum width is 50%.
You can also position your mouse between two columns and drag to change the width of the selected column.
Important
Total width greater than 100%
The total width should be limited to 100% maximum.
The overrun will be highlighted next to the buttons.
This may cause strange display, across page width, list, reports and PDF export, depending on the browser.
Columns layout
You can save different column layouts according to your needs for the same element.
Start by selecting the columns you want to put in one of the saved layouts.
Then, click on the “To manage” button to open the pop-up to save the current layout.
Shared layout
Shared layouts will be visible in the layout management pop-up.
Each layout is presented under the name of the user who created and shared it
Assign layout
You can assign a layout to one or more users depending on your rights.
Select the layout you want to assign by clicking on the handle in front of the name.
Click on the “attribute” button to assign a layout to a user.
Drag and drop from left to right the users who will be assigned the layout
It is possible to register selected users in a group.
Name the group in this dedicated field “save a group”.
Once saved, you can retrieve the groups from the “remind group” dropdown.
Options
Switch the options you are interested in to reapply this layout to each new connection or to assign the selected layout to each new user
Note
See the acces right
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.
The export definition is defined for each user.
The same definition can be applied in the next export.
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.
For fields that reference another item, you can select to export either the id or the clear name for the referenced item.
Box checked indicating that HTML tags in a long text field will be kept during export.
Note
Import Datas
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
Allows to update several items in one operation.
Click the items in the list box to select them.
Shift click to select consecutive items
Click ctrl to select non-consecutive elements
The fields that can be updated depends on the selected element.
The editable fields are sorted in alphabetical order.
Choose in the list the field which must be modified on the selected objects.
When the control is chosen, a list of choices corresponding to the field is displayed.
Then choose the new value of the field.
Note
Target milestones can be modified with “multiple update” tickets and activity screens
You can bulk close items that do not have status (assigned, closed, recorded …) as resources
The passwords of all users can be reset at the same time:
On the users screen, In the update area, click on the Reset button.
An email will be send to the selected users.
View in this list the operations carried out.
In green the operation is successful and the modification is applied.
In red, an error has occurred, the modification is not applied.
The list displays all items in the same categories and are clickable.
Click on an element to display its detail.
Right click on an element to access the element’s context menu.
Details Area¶
Identifies the item with the element type and the item id and name.
Each element is identified with a distinctive icon.
You can see at a glance the status, update and creation information of the element.
First calendar shows the date of update.
Second calendar indicates the creation date of the element.
Calendars appear in red when the modified or created date is today’s.
They appear in yellow when this date is yesterday.
and in gray when the date is older
The thumbnail corresponds to the creator of the element
See: Thumbnails
Note
Administrator can change this informations.
The copy tool allows you to copy an element with multiple options.
You can select only certain information, such as the structure of the project, the meetings, the links or even the attached files and certain elements of the scope…
The information to be copied is different depending on the item selected.
The new item has the copied status by default. the last option allows you to copy the project with the “saved” status directly. In the global settings, planning tab > automation section > you can set this option definitively for each copy. If yes, the box will be automatically checked with each copy.
When copying the project, the data of the closed resources are not copied.
When an element is copied into another element (for example as an estimate copied into an order) an automatic saving of the copy options is carried out. These options will then be offered to you when you make a new copy of the same type.
The last saved options for the last type of element copied will be offered when copying again to a new type of element that has not yet been used.
The copy element with a field with the “unique” attribute automatically adds the extension (1) to respect uniqueness. The number increments with each copy of the same element.
The options displayed in dialog box depends on whether the element is simple or complex.
Simple element
Simple element (environment parameters, lists,…) can only be copied “as is”.
Complex element
Complex element (projects, tickets, activities, financial documents …), 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) or meeting, periodics meetings as well as test sessions.
For Projects and Activities, it is also possible to copy the hierarchic structure of activities (sub-projects, sub-activities and plannable elements).
Select the elements you want copied from the initial element.
To delete the selected element.
Basically, some items cannot be deleted. For example, if actual work has been saved on an activity. The latter, as well as the project on which it depends, cannot be deleted.
To be able to delete these elements, go to the Access Rights menu in the Specific access and choose YES in can force the deletion of the actual work in the “specific update rights” section.
Search in the planning (Gantt view)
When you are on a scheduleable element (ticket, activity, milestone, etc.) click on the schedule search icon to automatically access the schedule by targeting the previously selected element.
If the element is closed on the Gantt view then the display will automatically open the parent activity or subproject.
Export to PDF format and attach files
Allows to export the data of the selected element in PDF format and once generated, attaches the file in the section of the attached files of the element.
The export contains all the details and the links between the tasks.
Export can be done horizontally (landscape) or vertically (portrait) in A4 and/or A3 format with high quality details
Allows to send an informative email to defined 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.
When sending an email, the address (es) entered in “other” remains in memory and will be proposed during the next mailing
Use commas or semicolons to separate 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.
Email Template
You can choose an email template even without having predefined it in the settings.
To create and view templates. See Email Templates.
Files to attach to email
Attachments for the item appear in the attachment table. If the item has no files attached then the table is not visible.
The maximum size of attached files must be entered in the global parameters in the Mailing tab. The size indicated is in bytes unless you indicate otherwise. see: Global parameters
When you check a file to send the size of the latter is displayed at the top right of the table.
If several files are selected, then the total size of these files is calculated and displayed.
If the total size
Allows to subscribe to tracking of an item.
This icon is checked when you subscribed .
When a user “subscribes” to the project, he will receive notifications “to subscribers” for all elements of the project
Ability to subscribe a third party user to the tracking of an element (according to configurable rights).
You can drag the name of selected ressources and drop them on the right column for subscribe them.
Display of list of followed items
You can view the list of followed items in two ways:
click on the button “View the list of subscriptions” in the subscription menu
In the user settings of the Automation section, click on the “show list of followed items” button.
Note
Possibility to send an email to users following the item
When unitary sending detail or on automatic sending or on indicator.
contacts
You can see the items followed by your contacts
see: Contacts
This icon allows you to display the Stream activity in a unique way on the selected element.
Unlike the Activity Stream icon in the Display layout menu which activates it globally on all screens.
The last position of the activity stream is always saved.
See: Activity Stream
All the changes items are tracked.
They are stored and displayed on each item.
On creation, just an insert operation is stored, not all the initial values on creation.
¶ 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 appears on the detail header window.
Click on to display the history of changes.
If the value “Yes” is set, the “Change history” section appears in the detail window.
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”.
This button is only displayed if the “display checklist” parameter in the user settings is set to “on request” status
More details: Checklists
In this section many fields are informative.
However, it contains some crucial information for creating the element: the name and type.
Some fields and functions in this section can be disabled, such as tags. And others have complex behaviors like description with an edit field
Tags Management
This is a way to display a list of tags allowing rapid filtering of project, activity and ticket elements
You can enter as many tags as necessary on the dedicated line under the element name.
To validate the entry, click on the enter key.
An autocompletion system is available if the tag already exists or if the entry contains the same letters as an existing tag.
Click the down arrow on your keyboard to display the full list of existing tags
switch to the enable position to display the tags in the list box.
You can display the existing tags on the list area
Use tags to filter the list display based on the selected tags.
Text editors
Text editors are available for editing of long text fields like description, results, notes, …
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.
Possibility to deactivate the SCAYT spell checker. It can be modified by each user in user parameters.
CK editor inline
As CK Editor.
Activated only when needed.
Note
CK editor inline height, keep the size of CK editor.
Click on the text zone to display toolbar.
Can not use it in fullscreen mode.
Plain text editor
Conventional text input.
Text zone is extendable.
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.
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 on clickable fields.
Special fields¶
Accelerator buttons
ProjeQtOr provides you with shortcut buttons allowing you to more easily and quickly manage the information in the fields.
Move to the next status
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.
The mouse tracking over this colored button allows to show the workflow.
It is possible to define events when a state passes.
If a field is required for the transition from one state to another then you will be automatically redirected to the required field.
Regardless of the layout and presentation of your screens
Assign to me button
This button allows to set the current user in the related field.
Combo list field
Combo list field allows to search, view or create item associated with the field.
The access to view or create item depends on your access rights. Some buttons can be not available.
Click on to directly add a new element corresponding to the selected field.
Click on to search for an element among those existing corresponding to the selected field.
Some elements is possible to select several items, use Control or Shift.
Origin field
The origin of an element has no impact on it.
This is a memo, pure information.
It can be filled in automatically during a copy or manually.
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.
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.
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.
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.
User
Portrait of the user. Displays if it has created or updated an item.
If no photo is saved, an icon will automatically be generated.
The letter is chosen according to the real name. This is his initial.
Move the cursor over the thumbnail to display the user’s name and photo in its original size.
The user who does not have a photo automatically obtains a thumbnail with the first letter that makes up the real name.
Comment
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
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 Today screen
Just move the mouse over the red line to display, which indicator has been raised.