# Graphical User Interface v 8.6

ProjeQtOr interface is divided into several areas.

Overview graphical user interface screen

Interface areas:

Top bar

Logo area

Menu and Documents windows

shortcuts and Console messages

List window

Details window

Info bar

Activity Stream

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 pink splitter allows to resize the areas left and right.

The orange splitter allows to resize the areas List window and Detail window.

The allows to hide the Menu and Documents window and Message and Link window

Note

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

## Top bar

Interface areas:

Project selector

Menu on top bar

Navigation buttons

New tab

Project selector

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.

Note

User parameter

default project Defines the project that will be selected and display by default into the project selector

See: User parameters - section automation

You can choose to display multiple projects by checking the corresponding boxes.

Project selector parameters

Click on to display the project selector parameters dialog box, you can select :

> - View closed projects and handled projects.

> - Change the project list display mode.

> - Refresh the list.

Show or hide

Choose which types of projects to display from the project selector list.

> show closed items

> This option allows you to enter the archive mode of the project selector.

> Closed projects will then appear in the selector list.

> For them to appear in the list box you must activate the check box “closed” in this same area.

> Display the handled projects

> This option allows to display only in the list of the project selector, the projects with the macro state handled.

Display mode

Project list display mode

> Standard reflecting WBS structure

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

> Project list display mode standard

> 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

> Filtering select with autocomplete

> 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

> Filtering select with search

Selector of the current item

- Button to select current project in the project selector.

- Click once, from any element to display in the selector the project linked to the element.

- Double click to display all projects again

Project selector search

Click on to search projects and subprojects from any screen with the same search functions as on the projects screen

Project selector search window

Menu on top bar allows a rapid access to elements. The screen icon you are on will be highlighted

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.

> 5. 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.

custom menu creation

The navigation buttons give access to previous and next pages in the history.

Button New tab

Allows to open a new tab within the same session.

## Logo area

Information about the software

When the left menu is open. The ProjeQtOr logo is displayed

Click on it to get the ProjeQtOr configuration information

Logo area

Click on Logo Area will display the software information box

You can view this information with the login window and click About ProjeQtOr…

See: info-bar

Note

You can change logo with your own.

Refer to administration guide to replace the logo.

## Menu and Documents windows

Menu and Documents windows

Tip

Toggling between windows

To toggling between windows, just click on window header.

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.

Documents window

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

Document directories

This icon gives direct access to the Document directories screen.

## shortcuts and Console messages

External shortcuts and Console messages windows

Note

Toggling between windows

To toggling between windows, just click on window header.

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.

Console messages window

Displays information about main actions: insert, update, delete.

The timestamp indicates when the action was done.

Warning

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

## Keyboard Shortcut

[CTRL]+S Save the current element

[CTRL]+clic Open the selected item in a new tab

[F1] Opens the online manual (contextual opening on the current screen)

[ESC] to exit full screen mode

Click on ( into the logo zone ) or use shortcut key F1 shortcut key to open the English ProjeQtOr manual.

## List window

Interface areas:

Element identifier

Rapid filter

Buttons

Show closed items

Column headers

Items list

Element identifier

Displays the element name and the count of items in the list.

Each element is identified with a distinctive icon.

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.

> 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.

> Reset

> Click on the clear button to reset the filter list.

> Status list

> 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 this filter in global parameters otherwise this button is hidden.

Buttons

Definition of buttons

- Quick search

- Advanced filter

- Displayed columns

- Print list

- Export to PDF format

- Export to CSV

- Refresh the list

Each button is listed below

> Quick search

> Click on the icon to execute a textual search.

> The quick search allows to execute a textual search.

> - Click on to execute the search.

> - Click on to close the quick search.

> - Accents are not taken into account

> Advanced filters

> Click on the icon to define an advanced filter.

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

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

> > Advanced filter definition

> > 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.

> > - Click on to filter the filter list.

> > - Possibility to select the logical operator OR between the criteria of a filter instead of AND.

> > Note

> > A or B and C is equivalent to A or(B(+)C) Applies logical operator with preceeding criteria (by default AND). Be careful, operator AND is applies before OR.

> > - 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.

> > 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.

> > - Click on to reorganize the filters.

> > Note

> > Default filter

> > - The default filter is defined for the user.

> > - The filter will be automatically applied in the next connection.

> > 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.

> Note

> - The columns display is defined for the user.

> - The definition will be automatically applied in the next connection.

> Select columns to display

> - Click on OK button to apply changes.

> - Click on Reset button to reset the list to its default format.

> 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.

> Print the list

> Click on the icon to get a printable version of the list

> Export to PDF format

> Allows to export data of list to PDF format.

> Export contains all details and links between tasks.

> Export planning to PDF

> Export can be done horizontally (landscape) or vertically (portrait) in A4 and / or A3 format with high quality of details

> 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.

> Create new item

> Click on the icon to create a new item of the element.

> the element created will correspond to the screen on which you are.

> If you are on the project screen, a new project will be created.

> If you are on the activity screen, then the new item will be an activity.

> to refresh the list

> Click on the icon to refresh the list of the screen.

Checkbox Show closed items

Flag on Show closed items allows to list also closed items

Column headers

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.

Items list

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

## Details window

Interface areas:

Item identifier

Creation information

Buttons

Drop file area

Text Editor

Sections

Checklist

Item identifier

Identifies the item with the element type and the item id and name.

Each element is identified with a distinctive icon.

Creation information

Element Information

The red calendar shows the date of update. The gray calendar indicates the creation date of the element and the thumbnail corresponds to the creator of the element

See: Thumbnails

> Note

> Administrator can change information.

Buttons

Details windows buttons

- Create new item

- Save the changes

- Print the details

- Export to PDF format

- Copy the current item

- Cancel changes

- Refresh the display

- Delete the item

- Send details

- Subscribe detail

- Multiple update

- Activity Stream

- Show history

- Show checklist

Note

Some buttons are not clickable when changes are ongoing.

Warning

When changes are ongoing, you cannot select another item or another menu item.

Save or cancel ongoing changes first.

> Create a new item

> Depending on the screen of the selected item, create a new item in that category

> Return to details windows buttons

> Save the changes

> Save the changes of the current item.

> Or use shortcut key `ctrl-s` to save the changes on the current item.

> Return to details windows buttons

> Print the details

> To obtain a printable version of the details of the current element.

> Return to details windows buttons

> Export to PDF format

> To get a printable version of the details in PDF format.

> Return to details windows buttons

> Copy item

> Allows you to copy an entire element or to select only some information such as project structure, meetings, links or attached files.

> The new item has the status copied.

> The information to copy is different depending on the item selected

> Copy element

> Copy project

> 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.

> > - Change the project.

> > - 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).

> > Return to details windows buttons

> Undo the change

> The button is clickable only when changes are ongoing.

> Allows you to undo changes made to the current element

> Return to details windows buttons

> Refresh the display

> Allows you to refresh the details windows of the selected element

> Return to details windows buttons

> Delete the item

> 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.

> Return to details windows buttons

> Email detail

> Allows to send an informative email to defined recipients list.

> Email details dialog box

> 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

> Subscribe detail

> Allows to subscribe to tracking of an item.

> This icon is checked when you subscribed .

> Subscribe detail

> 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.

> Suscribe for other

> 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.

> Display list of followed items

> Note

> email

> 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

> Return to details windows buttons

> Multiple update

> Allows to update several items in one operation.

> > - The fields that can be updated depends on the selected element.

> > - The fields are grouped by section.

> > - Click on to quit the multiple mode window.

> >   > Select items

> >   > - Selection of items can be done by selecting one or more items in the list window.

> >   > - You can use the shift key or the control key to select several consecutive lines or not.

> >   > - Click to select the item, click again to deselect

> >   > - Or use checkboxes to select/unselect all items in the list.

> >   > - The count of items selected is displayed.

> >   > Multiple mode item selection

> >   > 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.

> 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

> Multiple update on resource

> Note

> The passwords of all users can be reset at the same time.

> On the users screen, click on the multiple update button

> In the update area, click on the Reset button.

> An email will be send to the selected users.

> Reset password with multiple update on user

> Return to details windows buttons

> Activity Stream

> 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

> History of changes

> 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.

> > 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”.

> Show / hide the checklist

> This button is only displayed if the “display checklist” parameter in the user settings is set to “on request” status

> Return to details windows buttons

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.

Text editor

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.

> CK Editor - 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

> Dojo Editor

> Historically first used on ProjeQtOr.

> 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

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.

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.

The checklist forms are defined in Checklists screen.

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.

## Info bar

Info bar

Interface areas:

CRON button

Version button

Session

> Log out button

> User parameters button

> Language

> Themes

> First page

> Change password

> Online Manual

> Keyboard shortcut

> Change password

> About ProjeQtOr

Screen layout

Cron button

The CRON activation button allows you to quickly see if your CRON is launched or not.

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

Return to Info bar

Version button

Displays the version of ProjeQtOr installed

Click on the button to access the site of ProjeQtOr.org

Return to Info bar

Session

Infos Area

login window with many setup shortcuts.

Return to Info bar

> 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.

> > See: Tab Display

> Return to Info bar

> User parameters button

> Allows to access user parameters.

> Return to Info bar

> Language

> ProjeQtOr is multilingual. We offer 19 languages (one being translated: Polish)

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

> Note

> User parameter “Language”

> This parameter defines the language used to display captions.

> see: Tab Display

> Return to Info bar

> Themes

> Users can select Theme to display the interface.

> By default your selected theme is “ProjeQtOr ‘Flat Desgin’ Blue”.

> Many themes are available

> ProjeQtOr’s Themes

> Note

> User parameter “Theme”

> - This parameter defines the theme to display.

> - The new theme is automatically applied when selected.

> - see: Tab Display

> Screenshoots has been taken with “ProjeQtOr Standard” theme.

> Return to Info bar

> First page

> It is possible to choose the screen that will be displayed first.

> Choose your default screen

> Scroll down the drop-down list to choose the screen you will see first

> At the next login, this screen will be displayed

> Return to Info bar

> Change password

> Validate the new one clicking and activating the next combo box

> Return to Info bar

> Online manual

> or press F1

> Return to Info bar

> Keyboard shorcuts

> Click on “Keyboard shortcuts” to get the list of functional shortcuts in ProjeQtOr. The link redirects you to the manual

> `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.

> Return to Info bar

> About ProjeQtOr

> Display database name.

> Return to Info bar

Screen layout

Screen layout allows you to choose how you want to display the ProjeQtOr interface.

Screen layout

Many modes are available!

> switched mode

> 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 mode - vertical layout

> The horizontal mode corresponds to the historical presentation of ProjeQtOr.

> List area at the top of the screen and the detail area below.

> Vertical mode allows you to have the list box on the left of the screen and the details box on the right.

> Mode List

> 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

> Mode Tab

> The sections present in the columns are dispatched under tabs with the tab mode.

> Show/Hide left Menu - Show/Hide top Menu

> You can either hide the left menu, the top menu, or both.

> Show/Hide Activity Stream

> 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:

> Full screen mode

> With this mode, you make your browser invisible, the menus, navigation bar, buttons … are hidden. You can enjoy your ProjeQtOr instance in full screen mode.

> Return to Info bar

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

## 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.

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

Move to next status

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.

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.

> 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

- 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 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.

# Graphical User Interface 9.0

ProjeQtOr interface is divided into several areas.

Overview graphical user interface screen

Interface areas:

Top bar

Infos bar

Custom Menu

Menu

Secondary menu

List Area

Details area

Activity Stream

Note

Area separation

The splitters allow resizing areas in the interface.

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

## Top bar

Interface areas:

Navigation buttons

New tab

Project selector

Instance name

The navigation buttons give access to previous and next pages in the history.

Button New tab

The new tab button allows to open a new tab within the same session.

Project selector

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.

Note

User parameter

default project Defines the project that will be selected and display by default into the project selector

See: User parameters - section automation

Project selector parameters

Click on to display the project selector parameters dialog box, you can select :

Dialog box - Project selector parameters

- View closed projects and handled projects.

- Change the project list display mode.

- Refresh the list.

> Show / hide

> Choose which types of projects to display from the project selector list.

> > show closed items

> > This option allows you to enter the archive mode of the project selector.

> > Closed projects will then appear in the selector list.

> > When archive mode is activated then icon is displayed in the top bar. Click on it to stop the process.

> > For them to appear in the list box you must activate the check box “closed” in this same area.

> > Display the handled projects

> > This option allows to display only in the list of the project selector, the projects with the macro state handled.

> 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.

> > - Only multi selection mode

> > - You can choose to display multiple projects by checking the corresponding boxes.

> > Project list display mode standard

> > 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

> > Filtering select with autocomplete

> > 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

> > Filtering select with search

Selector of the current item

- Click on the button to select current project in the project selector.

- Click once, from any element to display in the selector the project linked to the element.

- Double click to display all projects again

Project selector search

Click on to search projects and subprojects from any screen with the same search functions as on the projects screen

Project selector search window

Instance name

you can rename the name of the ProjeQtOr instance via the global parameters in the View tab.

See: Tab Display

## Infos bar

Interface areas:

CRON button

Version button

About menu

Display layout

Session menu

CRON button

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

Version button

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.

About menu

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

Screen layout

Many modes are available!

> switched mode

> 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 mode - vertical layout

> The horizontal mode corresponds to the historical presentation of ProjeQtOr.

> List area at the top of the screen and the detail area below.

> Vertical mode allows you to have the list box on the left of the screen and the details box on the right.

> Mode List

> 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

> Mode Tab

> The sections present in the columns are dispatched under tabs with the tab mode.

> Show/Hide Activity Stream

> 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:

> Full screen mode

> With this mode, you make your browser invisible, the menus, navigation bar, buttons … are hidden. You can enjoy your ProjeQtOr instance in full screen mode.

Session menu

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

> You can assign a profile picture in the user settings.

> interface Parameters

> The configuration section allows you to choose and modify at your leisure:

> > - the language of your personal session

> > - the home page which will be displayed when you log in

> > - the colors of your personal interface

> > - Your password

> You can access full user settings from this window.

> 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.

## Custom Menu

Bookmarks Bar

Interface areas:

New element

Bookmarks

Recents

New element

This button allows you to quickly create a new element from any screen.

Create a new element

You can create:

- a project

- a resource

- an activity

- a ticket

- a meeting

- a milestone

The switch button “create on pop-up” allows you to define how to initiate the creation.

If the button is activated, a pop-up opens over the current screen on the screen of the element you want to create.

> Create a new element

If the button is disabled, you go directly to the screen of the element you want to create.

Bookmarks

you can mark certain screens and organize them in the favorites bars to create a personalized menu.

You can create up to 5 favorite bars.

Click on to display in the display zone the list of screens of the elements that you have put in favorites.

Display bookmarks

Right clicking on the display area allows you to display and organize the 5 favorite bars and choose how to display them.

> Bookmarks text

> You view bookmarks in text mode only

> Bookmarks icon

> You display bookmarks in icon mode only

> Bookmarks icon and text

> You display bookmarks with icon and text

The number displayed corresponds to the number of the favorites bar on which you are.

To change bookmarks bar, use your mouse wheel when you are positioned on the bar.

Or click on the up and down navigation arrows at the right end of the bar.

> Add, Organize and remove bookmarks

> To add a bookmarks, click on the star to the right of each menu screen

> The star is filled with the secondary color of your interface once added to the favorites bar

> To organize your favorites, right click on the bar or click on to display your 5 bars, then click and drag and drop the screens to the desired bars.

> A green bar tells you that you can drop the favorites from your screen, a red bar tells you that it is impossible.

> To remove a bookmark, right click on the bookmark and clik on the button remove from the custom menu bar

Recents bar

The recent screens bar allows you to keep in memory the screens you have browsed since the connection. It acts like a kind of limited history.

Recent bar

Indeed, the number of recent screens depends on your screen resolution. for example: between 12 and 16 screens displayed for a 2K screen and between 6 and 10 for an HD screen.

## Menu

Menu

Interface areas:

Main menu

Section indication

Breadcrumb

Show / Hide menu

Search menu

Main menu

The menu takes up the overall scope of project management. Each section represents a part of this perimeter.

The menu is designed to highlight the main screens in each section. These are often the screens most used by project management professionals.

The secondary screens appear under sub-menus and the navigation is deeper.

Section indication

When browsing, each time you select a section or subsection, the icon corresponding to the latter is displayed in this area.

Breadcrumb generally refers to the breadcrumb trail of website navigation.

This item tells the user where they are in the menu hierarchy.

In ProjeQtOr, the Breadcrum shows you the previous section of the one where you are.

By clicking on the breadcrumb, you return to the mother section, until you reach the reception.

Show / Hide menu

Click on to hide the menu

Click on to bring up the menu

You have the possibility to do a search directly in the menu.

The search takes into account the name of the element screens, but also certain tags, which do not know how to be enriched.

Search performed with the tag GANTT

The search also allows you to display the reports related to the keywords entered in a separate section.

When you click on a screen resulting from your search, the screen is displayed but you do not change the section in the menu, which allows you to return at any time to the screens of the section where you were.

To return to your section after a search, click the reset icon in the search field.

## Secondary Menu

The secondary menu can be seen as the right hand side of the menu.

It allows you to display a lot of information about your project, your navigation or your organization.

Menu

Interface areas:

Parameters

Links

Repertory and Document

Console

Notifications

Parameters

the parameters displayed in the secondary menu are linked to the selected screen.

In the example above, the user selected the Activity screen. We then see that the parameters are in direct correlation with the activities.

If the user selects the project screen, then the parameters will be adapted for those.

Links

Display hyperlinks to remote web pages.

These links are defined as hyperlink attachments on projects.

Links displayed here depend on the selected project.

Repertory and Document

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

See also: Document directories screen.

Console

Displays information about main actions: insert, update, delete.

The timestamp indicates when the action was done.

Warning

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

Notifications

Under construction

## List Area

Interface areas:

Element identifier

Tools

Items list

Element identifier

Displays the element name and the count of items in the list.

Each element is identified with a distinctive icon.

Tools

- Click on to create a new element

- Click on to refresh the list

- Click on to apply many filters

- Click on to organize the columns

- Click on to open the sub-menu

- Click on to print the list area as it appear on the window

- 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

Swith the button clos to make appear all the handled element

> The filters

> Filters windows

> 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.

> > Filters always visible

> > 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

> > States filters

> > Switch the button Display states to filter directly

> > States filter

> > 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.

> > Advanced filters definition

> > 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.

> > - Click on to add additional criteria.

> > - Name the filter to save and click on for later reuse.

> > - Click on to filter the filter list.

> > - 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.

> > - Click on from a saved filter to delete it.

> > - Click on to reorganize the filters.

> > - Click on to shared a filter with your employees

> > When your collaborators share filters, they appear below the list of saved filters.

> > Click on the list to display all filters and their author.

> > Shared filters

> > 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.

> > List of filters

> > - Click on the filter name to apply. Button icon active filter

> > - Click on no filter clause to reset the filter. button icon filter

> The columns

> Columns Organizer

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

> The columns display is defined for the user.

> The definition will be automatically applied in the next connection.

> - Click on OK button to apply changes.

> - Click on Reset button to reset the list to its default format

>   > Column section

>   > 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 buttons 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 PDF format

> Allows to export data of list to PDF format.

> Export contains all details and links between tasks.

> Export can be done horizontally (landscape) or vertically (portrait) in A4 and / or A3 format with high quality of details

> 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.

> The export definition is defined for each user.

> The same definition can be applied in the next export.

> Dialog box - 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

> Multiple update

> Multiple mode item selection

> Allows to update several items in one operation.

> - The fields that can be updated depends on the selected element.

> - The fields are grouped by section.

> > Apply updates

> > - Selection of items can be done by selecting one or more items in the list window.

> > - You can use the shift key or the control key to select several consecutive lines or not.

> > - Click to select the item, click again to deselect

> > - The count of items selected is displayed.

> > - Or use checkboxes to select/unselect all items in the list.

> > - 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.

> > - Click on to quit the multiple mode window.

> > 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.

Items list

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 window.

## Details Area

Interface areas:

Item identifier

Creation information

Buttons

Text Editor

Sections

Item identifier

Identifies the item with the element type and the item id and name.

Each element is identified with a distinctive icon.

Creation information

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.

Buttons

Details windows buttons

- Create new item

- Save the changes

- Refresh the display

- Copy the current item

- Delete the item

- Cancel changes

- Print the details

- Export to PDF format

- Send details

- Subscribe detail

- Activity Stream

- Show history

- Show checklist