# Global view

ProjeQtOr interface is divided into several areas.

Those areas are :

- Top bar
- Logo area
- «Menu» and «Documents» windows
- «External shortcuts»,«Console messages» windows and «Shortcuts»
- List window
- Detail window
- Info bar

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.

Area separation

## 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.

- Button (next to the project selector setup button) to select current project in the project selector. Click twice to set up “all project” or just one time to select the project relates to this element.

1.1 - Project selector parameters

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

1.1.a - Standard (reflecting WBS structure)

- List of project and sub-project are displayed according to WBS structure.

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

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

2 - Menu on top bar

Menu on top bar allows a rapid access to elements.

Menu on top bar

Menu selector

- The menu selector allows to reduce buttons list displayed in the top bar.
- The arrows 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 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

Information about the software

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

## «Menu» and «Documents» windows

«Menu» and «Documents» windows

Note

Toggling between windows

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

1 - Menu window

- The menu is proposed as a tree view of reachable items.
- The items presented will depend on the access rights of user to the screens.
- Click on a grouping line will expand-shrink the group.
- Click on an item will display the corresponding screen in the main area (right side of the screen).

Note

User parameter “Icon size in menu”

- This parameter defines the size of icons in the menu.

2 - Documents window

- Document directories give direct access to documents contained in the directory.

> 3 - Document directories

> - This icon gives direct access to the Document directories screen.

## «External shortcuts»,«Console messages» windows and «Shortcuts»

«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.

3 - Shortcuts windows

- [CTRL] +S = save the current element
- [F1]= Opens the online manual (contextual opening on the current screen)
- Click on ( into the logo zone ) or use shortcut key F1 is the same

## List window

List window features

- Global list
- Quick search
- Advanced filter
- Displayed columns
- Export to CSV format

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

4 - Extra buttons

- Click on to diplays status list.

- 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.

Note

- Actives ‘quick filtering by status’ in global parameters otherwise this button is hidden.

5 - Checkbox «Show closed items»

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

6 - 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.

7 - Items list

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

### Global list

“Global List” screen that lists all the main project objects in the same list. The “Global List” view allows you to search among all the types of elements available in a single query. Just select what must be dispayed.

### Quick search

The quick search allows to execute a textual search.

- Click on to execute the search.
- Click on to close the quick search.

### Advanced filter

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

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

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 to add additional criteria.
> > - Click on OK button to apply the filter.
> > - Click on Cancel button to revert to previous filter.
> > - 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. Example : A or B and C is equivalent to A or(B(+)C)
> > - Operator “starts with” to select sort clauses without displaying this list.
> > Dynamic filters (the value of the critera is entered when the filter is activated).
> >   So Click on Dynamic value creating this filter. Dynamics filters are available for all users in them session.

> Remove criteria

> - To remove a criteria, click on on the line.
> - To remove all criteria, click on 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 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 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 to share the selected filter.
- Click on to unshare the selected filter.

Shared filters are available for all users in them session.

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.

- Click on the filter name to apply.
- Click on «no filter clause» to reset the 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.

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 to reorder fields with drag & drop feature.

Column size

- Use the spinner button 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.
> - 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.

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 features

- Copy item
- Email detail
- Subscribe detail
- Multiple update
- Checklist
- History of changes
- Text editor
- Special fields

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

> Note

> - Some buttons are not clickable when changes are ongoing.
> - 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

> 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.

### Copy item

- Allows copied an item of the 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 (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) or meeting, periodics meetings as well as test sessions.

- 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.

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.

### Subscribe detail

Subscribe list

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 tracked items.
  To display it, click on button “Show list of subscriptions”

- Possibility to send an email to users following the item, when unitary sending detail or on automatic sending or on indicator.

### 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 to quit the multiple mode window.

Select items

- The selection of items can be done by selecting them in the list window.
- Or use checkboxes to select/unselect all items in the list.
- The count of items selected is displayed.

Multiple mode item selection

Multiple mode window

Apply updates

- Click on to save updates on selection.
- Click on 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.

### 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 appears on the detail header window.
  - Click on to display the checklist form.
- With other value the “Checklist” section appears in the detail window.

Dialog box - 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 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.

Dialog box - History of changes

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

Note

- Ability to resize the CK Editor height, the size is saved.
- 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.

Dojo Editor

- Historically first used on ProjeQtOr.

Dojo Editor

Inline editor

- As Dojo Editor.
- Activated only when needed.
- Text zone is extendable.

Inline editor

Plain text editor

- Conventional text input.
- Text zone is extendable.

Plain text editor

### Special fields

This section describes the ProjeQtOr special fields.

Special fields

- Accelerator buttons
- Combo list field
- Origin field
- Set color field
- Thumbnails

#### 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.
- The mouse tracking over this colored button allows to show the workflow.

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.

Note

- The access to view or create item depends on your access rights.
- Some buttons can be not available.

- Click on to get the list of values.

- Click on will directly go to the selected item.

  Note

  - Click on to return to the last screen. (More detail, see: Top bar)

- Click on 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

> - Click on to re-select an item.
> - Click on 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

> - Click on to select items.
> - Click on to create a new item.
> - Click on to close the window.

> Note

> Window header

> - You have access to Rapid filter, Quick search and Advanced filter.

> 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.

Origin element

- Click on to add a orgin element.
- Click on to delete the link.

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.

#### 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.

> The Item have been created or updated today.

> The Item have been created or updated recently.

> 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.

> The user doesn’t have a photo.

Comment

- 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 contents.

> 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

1 - Version button

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

2 -Session

a - 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.

b - User parameters button

- Allows to access user parameters.

c - Language

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.

d - Theme

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.

Note

Default theme

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

e - Fist page

Scrolling the list, it is possible to choose the screen that will be displayed first, on each connection, among items of the general menu.

f - Change password

Validate the new one clicking and activating the next combo box

g - Online manual

or press F1

h - Keyboard shorcuts

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.

i - About ProjeQtOr

- Display database name.

3 - 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.

4 - “Full-screen” button

- One-click to displays in full Screen view.

5 - 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.

# 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

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 Today screen

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

Alert on Today screen

# Themes

Users can select Theme to display the interface.

User parameter â€œThemeâ€?

- This parameter defines the theme to display.
- The new theme is automatically applied when selected.

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 â€œLanguageâ€?

- 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.