
.. include:: ImageReplacement.txt

.. title:: Graphical User Interface

.. raw:: latex

    \newpage
        
.. _graphic-user-interface:

Graphical User Interface v 8.6
******************************

.. _overview:

ProjeQtOr interface is divided into several areas.

.. figure:: /images/GUI/GUI_SCR_Overview.png
   :alt: Overview
   :align: center
   
   Overview graphical user interface screen

.. topic:: Interface areas:

   |one| :ref:`top-bar`
   
   |two| :ref:`logo-area` 
   
   |three| :ref:`menu-document-window`
   
   |four| :ref:`message-link-window`
   
   |five| :ref:`list-window` 
   
   |six| :ref:`detail-window` 
   
   |seven| :ref:`info-bar`
   
   |eight| :ref:`activity-stream`


.. rubric:: Area separation

The splitters allow resizing areas in the interface.


.. image:: /images/GUI/GUI_SCR_Splitters.png
   :alt: Windows splitters
   :align: center   


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 |iconHideStream| 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.

.. raw:: latex

    \newpage

.. _top-bar:

Top bar
-------

.. figure:: /images/GUI/GUI_ZONE_TopBar.png
   :alt: Top bar
   :align: center

.. topic:: Interface areas:

   |one| :ref:`Project selector<project-selector>` 
   
   |two| :ref:`Menu on top bar<menu-top-bar>` 
   
   |three| :ref:`Navigation buttons<navigation-buttons>` 
   
   |four| :ref:`New tab<buttons-new-tab>` 
   
   
   
   
   
.. index:: Project (Selector)

.. _project-selector:

.. rubric:: |oneBLC| Project selector

.. figure:: /images/GUI/GUI_ZONE_ProjectSelector.png
   :alt: Top bar
   :align: center
   
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: :ref:`User parameters - section automation<UP-automation>`


.. figure:: /images/GUI/GUI_ZONE_SelectorProject.png
   :alt: Project Selector Multi selection
   
You can choose to display multiple projects by checking the corresponding boxes.


.. rubric:: Project selector parameters

Click on |buttonIconParameter| 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.

.. figure:: /images/GUI/GUI_BOX_ProjectSelect-Param.png
   :alt: Dialog box - Project selector parameters
   :align: center


.. rubric:: Show or hide

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

 .. compound:: 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.

 .. compound:: Display the handled projects
 
   This option allows to display only in the list of the project selector, the projects with the macro state :term:`handled`. 

.. rubric:: Display mode

Project list display mode

   .. compound:: Standard reflecting WBS structure
   
      * List of project and sub-project are displayed according to WBS structure.

      .. figure:: /images/GUI/GUI_ZONE_ProjectSelect-StandardMode.png
         :alt: Example - Project list display mode standard
         :align: center
         
         Project list display mode standard

   .. compound:: 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

      .. figure:: /images/GUI/GUI_ZONE_ProjectSelect-AutoCompMode.png
         :alt: Example - Filtering select (with autocomplete)
         :align: center
         
         Filtering select with autocomplete

   .. compound:: 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

      .. figure:: /images/GUI/GUI_ZONE_ProjectSelect-SearchMode.png
         :alt: Example - Filtering select (with search)
         :align: center
         
         Filtering select with search

.. rubric:: Selector of the current item

* Button |iconProject16| 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

.. rubric:: Project selector search

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

.. figure:: /images/GUI/GUI_BOX_ProjectSelectorSearch.png
   :alt: Project selector search mode
   
   Project selector search window
   
.. _menu-top-bar:

.. rubric:: |twoBLC| Menu on top bar

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

.. figure:: /images/GUI/GUI_ZONE_TopBarMenu.png
   :alt: Menu on top bar
   :align: center

.. compound:: |A| Menu selector
   
   * The menu selector allows to reduce buttons list displayed |B| in the top bar.
   * The arrows |C| 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.

.. rubric:: 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. 

   .. compound:: Added an item

      #. Select a predefined menu (for example: "All menus").
      #. Move the cursor over icon wanted.
      #. Click on the right button, a message appear.
      #. Click on the left button and the icon will be added to the custom menu.
      #. A star |iconStar| is added on selected icons

   .. compound:: Remove an item

      #. Move the cursor over icon (icon with star).
      #. Click on the right button, a message appear.
      #. Click on the left button and the icon will be removed from the custom menu.

.. figure:: /images/GUI/GUI_ZONE_CustomMenu.png
   :alt: Custom menu
   :align: center
   
   custom menu creation
   
   
.. _navigation-buttons:

.. rubric:: |threeBLC| Navigation buttons

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

.. _buttons-new-tab:

.. rubric:: |fourBLC| Button New tab 

Allows to open a new tab within the same session.


.. raw:: latex

   \newpage

.. _logo-area:

Logo area
---------

.. rubric:: Information about the software

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

Click on it to get the ProjeQtOr configuration information 

.. figure:: /images/GUI/GUI_ZONE_LogoArea.PNG
   :alt: Logo area
   :align: center

   Logo area

Click on **Logo Area** will display the software information box

.. figure:: /images/GUI/GUI_BOX_AboutProjeQtOr.png
   :alt: Box - Software information
   :align: center

You can view this information with the login window and click About ProjeQtOr...
   
See: :ref:`info-bar<session_loginwindows>`

.. note:: 

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


.. _menu-document-window:

Menu and Documents windows
--------------------------

.. figure:: /images/GUI/GUI_ZONE_MenuDocument.png
   :alt: Menu and Documents windows 
   :align: center

   **Menu** and **Documents** windows

.. tip:: **Toggling between windows**

   To toggling between windows, just click on window header.  

.. rubric:: |oneBLC| 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.


.. rubric:: |twoBLC| Documents window

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

.. rubric:: |threeBLC| Document directories

This icon |buttonIconDocDir| gives direct access to the :ref:`document-directory` screen.


.. raw:: latex

    \newpage

.. _message-link-window:

shortcuts and Console messages
------------------------------

.. figure:: /images/GUI/GUI_ZONE_ShortcutMessage.png
   :alt: External shortcuts and Console messages windows
   :align: center

   **External shortcuts** and **Console messages** windows


.. note:: **Toggling between windows**

   To toggling between windows, just click on window header.   

.. rubric:: |oneBLC| 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.


.. rubric:: |twoBLC| 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:

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


.. raw:: latex

    \newpage


.. _list-window:

List window
-----------

.. figure:: /images/GUI/GUI_ZONE_ListWindows.png
   :alt: List window
   :align: center


.. topic:: Interface areas:

   |one| :ref:`Element identifier<element-identifier>` 
   
   |two| :ref:`Rapid filter<rapid-filter>` 
   
   |three| :ref:`Buttons<list-window-buttons>` 
   
   |four| :ref:`Show closed items<checkbox-showclose-item>` 
   
   |five| :ref:`Column headers<column-headers>` 
   
   |six| :ref:`Items list<items-list>` 


.. _element-identifier:

.. rubric:: |oneBLC| Element identifier

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

Each element is identified with a distinctive icon.


.. _rapid-filter:

.. rubric:: |twoBLC| Rapid filter

Rapid filtering fields are proposed : "Id", "Name" and "Type".

   .. compound:: 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.

   .. compound:: Selecting a Type
  
      Will restrict the list to the corresponding type.

   .. compound:: Other filter fields
  
      Depending on the element, other filter fields will be available.

   .. compound:: Reset
  
      Click on the clear button to reset the filter list.
 
   .. compound:: Status list
      
      Click on |buttonIconStatus| to diplays status list.

      .. figure:: /images/GUI/GUI_ZONE_filterStatus.png
         :alt: List window

      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.

.. _list-window-buttons:

.. rubric:: |threeBLC| Buttons 

.. topic:: Definition of buttons

   * |buttonIconSearch| :ref:`Quick search<quick-search>`
   * |buttonIconFilter| :ref:`Advanced filter<advanced-filter>`
   * |buttonIconColumn| :ref:`Displayed columns<displayed-columns>`
   * |buttonIconPrint| :ref:`Print list<print-list>`
   * |buttonIconPdf| :ref:`Export to PDF format<export-pdf-format>`
   * |buttonIconCsv| :ref:`Export to CSV<export-csv-format>`
   * |buttonIconRefresh| :ref:`Refresh the list<refresh-list>`

Each button is listed below





.. _quick-search:
   
  .. compound:: |buttonIconSearch| Quick search
            
   Click on the icon to execute a textual search. 
                           
   The quick search allows to execute a textual search.
               
   .. figure:: /images/GUI/GUI_ZONE_QuickSearch.png
      :alt: Zone - Quick search
      :align: center
                  
   * Click on |buttonIconSearch| to execute the search.
         
   * Click on |buttonIconUndo| to close the quick search.

   * Accents are not taken into account





.. _advanced-filter:
         
  .. compound:: |buttonIconFilter| 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.
      
      .. figure:: /images/GUI/GUI_BOX_AdvancedFilters.png
         :alt: Dialog box - Advanced filter definition
         :align: center
               
         Advanced filter definition
 
 
      .. compound:: |A| 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 |buttonAdd| to add additional criteria. 
         * Click on **OK** button to apply the filter.
         * Click on **Cancel** button to revert to previous filter.
         * Click on |buttonIconSearch| 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 |buttonIconDelete| on the line.
         * To remove all criteria, click on |buttonIconDelete| 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 |buttonIconSave| to save the filter definition.  
 
 
      .. compound:: |B| Saved filters
      
         This section allows to manage saved filters.
         
         * Click on a saved filter to retrieve its definition.
         * Click on |buttonIconDelete| 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 |IconDragBLC| 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.

      .. compound:: |C| Shared filters
      
         * Defined filters can be shared with other users.
         * Click on |unShareFilter| to share the selected filter.
         * Click on |sharedFilter| to unshare the selected filter.

         Shared filters are available for all users in them session.

         .. figure:: /images/GUI/GUI_BOX_AdvancedFilterDef.png
            :alt: Dialog box - Advanced filter definition with shared filter 
            :align: center

            Dialog box - Advanced filter definition with shared filter 


      .. compound:: 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.

         .. figure:: /images/GUI/GUI_TIP_AdvancedFilterList.png
            :alt: Popup menu - Stored filters
            :align: center

         * Click on the filter name to apply. |buttonIconActiveFilter|
         * Click on **no filter clause** to reset the filter. |buttonIconFilter|





.. _displayed-columns:

 .. compound:: |buttonIconColumn| 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.
   
  .. figure:: /images/GUI/GUI_BOX_SelectColunmsToDisplay.png
      :alt: Dialog box - Select columns to display 
      :align: center
      
      Select columns to display
      
  * Click on **OK** button to apply changes.
  * Click on **Reset** button to reset the list to its default format. 
         


  .. compound:: Column selection
  
   Use checkboxes to select or unselect columns to display.
  
  .. note:: 
   **Id** and **name** are mandatory fields. They cannot be removed from display.

  .. compound:: Columns order
  
   Use the selector area |buttonIconDrag| to reorder fields with drag & drop feature.

  .. compound:: Column size 

   * Use the spinner button |one| to change the width of the field.
   * Width is in % of the total list width.
   * The minimum width is 1%. 
   * The maximum width is 50%.
         
          .. note:: **Field Name**
         
             * The width of the field is automatically adjusted so that the total list width is 100%.
             * The width of the field cannot be less than 10%.
         
          .. warning:: **Total width over 100%**
         
             * The total width must be limited to a maximum 100%.
             * The exceedance will be highlighted beside the buttons. |two|
             * This may lead to strange display, over page width, on list, reports and PDF export, depending on the browser.





.. _print-list:

  .. compound:: |buttonIconPrint| Print the list

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





.. _export-pdf-format:

  .. compound:: |buttonIconPdf| Export to PDF format


      Allows to export data of list to PDF format.
            
      Export contains all details and links between tasks.

      .. figure:: /images/GUI/GANTT_BOX_ExportPlanningPDF.png
         :alt: Dialog box - Export planning to PDF
         :align: center

         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-csv-format:

  .. compound:: |buttonIconCsv| 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: :ref:`import-data`
         
         The export definition is defined for each user. 
         
         The same definition can be applied in the next export.
      
      .. figure:: /images/GUI/GUI_BOX_Export.png
         :alt: Dialog box - Export 
         :align: center

     .. compound:: 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.
   
     .. compound:: 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.
   
     .. compound:: 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:

  .. compound:: |buttonIconNew| 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.      
      




.. _refresh-list:

  .. compound:: |buttonIconRefresh| to refresh the list

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




.. _checkbox-showclose-item:

.. rubric:: |fourBLC| Checkbox **Show closed items**

Flag on **Show closed items** allows to list also closed items


.. _column-headers:

.. rubric:: |fiveBLC| 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:

.. rubric:: |sixBLC| Items list

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



.. raw:: latex

    \newpage

.. _detail-window:

Details window
--------------

.. topic:: Interface areas:

   |one| :ref:`Item identifier<item-identifier>` 
   
   |two| :ref:`Creation information<creation-information>` 
   
   |three| :ref:`Buttons<detail-window-button>` 
   
   |four| :ref:`Drop file area<drop-file-area>` 
   
   |five| :ref:`Text Editor<dw-text-editor>`
   
   |six| :ref:`Sections<detail-window-sections>`
   
   |seven| :ref:`Checklist<checklist>`
   

.. figure:: /images/GUI/GUI_ZONE_DetailWindow.png
   :alt: Detail window
   :align: center

.. _item-identifier:

.. rubric:: |oneBLC| 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:

.. rubric:: |twoBLC| 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: :ref:`thumbnails`


 .. note::

    Administrator can change information.

.. _detail-window-button:

.. rubric:: |threeBLC| Buttons

.. topic:: Details windows buttons

   * |buttonIconNew| :ref:`Create new item<dw-create-item>`
   * |buttonIconSave| :ref:`Save the changes<dw-save-item>` 
   * |buttonIconPrint| :ref:`Print the details<dw-print-item>`
   * |buttonIconPdf|  :ref:`Export to PDF format<dw-export-pdf>`
   * |buttonIconCopy| :ref:`Copy the current item<copy-item>`     
   * |buttonIconUndo| :ref:`Cancel changes<dw-undo-change>`
   * |buttonIconRefresh| :ref:`Refresh the display<dw-refresh-display>`
   * |buttonIconDelete| :ref:`Delete the item<dw-delete-item>`    
   * |buttonIconEmail| :ref:`Send details<email-detail>`
   * |iconSubscribe| :ref:`Subscribe detail<subscribe-detail>`
   * |buttonIconMultipleUpdate| :ref:`Multiple update<multiple-update>`
   * |ActivityStream| :ref:`Activity Stream<gui-activity-stream>`
   * |buttonIconShowHistory| :ref:`Show history<change-history>`
   * |buttonIconShowChecklist| :ref:`Show checklist<dw-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.
      



.. _dw-create-item:
    
   .. compound:: |buttonIconNew| Create a new item
   
      Depending on the screen of the selected item, create a new item in that category 
      
      :ref:`Return to details windows buttons<detail-window-button>`
      



.. _dw-save-item:
    
   .. compound:: |buttonIconSave| Save the changes
   
      Save the changes of the current item. 
      
      Or use shortcut key :kbd:`ctrl-s` to save the changes on the current item.
      
      :ref:`Return to details windows buttons<detail-window-button>`
      



.. _dw-print-item:
    
   .. compound:: |buttonIconPrint| Print the details
   
      To obtain a printable version of the details of the current element.
      
      :ref:`Return to details windows buttons<detail-window-button>`
      



.. _dw-export-pdf:
    
   .. compound:: |buttonIconPdf| Export to PDF format
   
      To get a printable version of the details in PDF format.
       
      :ref:`Return to details windows buttons<detail-window-button>`
      



.. _copy-item:

   .. compound:: |buttonIconCopy| 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
      
      
      .. figure:: /images/GUI/GUI_BOX_CopyItem.png 
         :alt: Dialog box - Copy element
         :align: center
         
         Copy element
         

      .. figure:: /images/GUI/GUI_BOX_CopyItemProject.png 
         :alt: Dialog box - Copy element
         :align: center
         
         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). 
                              
         :ref:`Return to details windows buttons<detail-window-button>`
      



.. _dw-undo-change:

   .. compound:: |buttonIconUndo| Undo the change
   
      The button is clickable only when changes are ongoing.

      Allows you to undo changes made to the current element 

      :ref:`Return to details windows buttons<detail-window-button>`
      



.. _dw-refresh-display:

   .. compound:: |buttonIconRefresh| Refresh the display
   
      Allows you to refresh the details windows of the selected element
   
      :ref:`Return to details windows buttons<detail-window-button>`
      



.. _dw-delete-item:

   .. compound:: |buttonIconDelete| 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 :ref:`Acces_Right` menu in the :ref:`specific_access` and choose YES in can force the deletion of the actual work in the "specific update rights" section.
      
      :ref:`Return to details windows buttons<detail-window-button>`



.. index:: Email (Send details)
  
.. _email-detail:

   .. compound:: |buttonIconEmail| Email detail

      Allows to send an informative email to defined recipients list.

      .. figure:: /images/GUI/GUI_BOX_EmailDetails.png
         :alt: Dialog box - Email detail
         :align: center
         
         Email details dialog box
         
      The list is defined according to the role of the recipient.

      See: :ref:`projeqtor-roles`
         
      Flag on the role checkbox to define the recipients list.
      
            .. compound:: **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.
                  
                  
                  
                  
            .. compound:: **Message**
            
               The message that will be included in the body of the email, in addition to a  complete description of the item.
            
      
      
      
            .. compound:: **Save as note**
            
               Flag on to indicate the email message will be saved as a note.
               
               
            
            .. compound:: **Email Template**
            
               You can choose an email template even without having predefined it in the settings.
               
               To create and view templates. See :ref:`email-template`.
               
               
      
            .. compound:: **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: :ref:`Global parameters<gp-emailing-section>`
      
               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 




         

.. index:: Subscribe
  
.. _subscribe-detail:

  
   .. compound:: |iconSubscribe| Subscribe detail

      Allows to subscribe to tracking of an item.
      
      This icon is checked when you subscribed |iconSubscribe|.


      .. figure:: /images/GUI/GUI_ZONE_Subscribe.png
         :alt: Dialog box - Susbcribe detail
         
         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.
      
      .. figure:: /images/GUI/GUI_ZONE_SubscribeOther.png 
         :alt: Dialog box - Susbcribe for other
         
         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 :ref:`Automation section<UP-automation>`, click on the "show list of followed items" button.
         
      .. figure:: /images/GUI/GUI_BOX_ListSubscribe.png
         :alt: Dialog box - Display list of tracked items
            
         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: :ref:`contact`
      

      :ref:`Return to details windows buttons<detail-window-button>`
      
      

.. index:: Multiple update 

.. _multiple-update:

  .. compound:: |buttonIconMultipleUpdate| 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 |buttonQuit| to quit the multiple mode window.
      
            .. compound:: **Select items**
      
               * Selection of items can be done by selecting one or more items in the list window. |one|
               * 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. |two|
               * The count of items selected is displayed. |three|
      
               .. figure:: /images/GUI/GUI_ZONE_MultipleModeList.png
                  :alt: Multiple mode item selection
                  :align: center
               
                  Multiple mode item selection
      
         
            .. compound:: **Apply updates**
      
               * Click on |buttonIconSave| to save updates on selection.
               * Click on |buttonIconDelete| to delete all selected items.
               * The update will be applied to all the items (if possible) and a report will be displayed on the right. |four|


      .. 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
         
         .. figure:: /images/GUI/GUI_ZONE_MultipleUpdate.png
            :alt: multiple update on resource
            
            Multiple update on resource          


.. _reset-all-password:

      .. 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.
         
         .. figure:: /images/GUI/GUI_ZONE_MultipleUpdate_ResetPassword.png
            :alt: Reset password with multiple update on user
            
            Reset password with multiple update on user        

      :ref:`Return to details windows buttons<detail-window-button>`



.. index:: Activity Stream

.. _gui-activity-stream:

 .. compound:: |ActivityStream| 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: :ref:`activity-stream`





.. index:: Change history

.. _change-history:

  .. compound:: |buttonIconShowHistory| 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.




      .. tabularcolumns:: |l|l|
      
      .. list-table:: Fields of changes
         :widths: 30, 70
         :header-rows: 1
      
         * - 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 |buttonIconShowHistory| 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. 

      .. figure:: /images/GUI/GUI_BOX_HistoryChange.png
         :alt: Dialog box - History of changes
         :align: center
      
         Dialog box - History of changes

      .. figure:: /images/GUI/GUI_ZONE_HistoryChange.png
         :alt: Section - Change history
         :align: center
      
         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".
      


.. _dw-show-checklist:

   .. compound:: |buttonIconShowChecklist| Show / hide the checklist
   
      This button is only displayed if the "display checklist" parameter in the user settings is set to "on request" status
      
      .. seealso:
      
         More details: :ref:`checklist` and :ref:`checklist-definition`
      
      :ref:`Return to details windows buttons<detail-window-button>`



.. _drop-file-area:

.. rubric:: |fourBLC| 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.



.. _dw-text-editor:

.. rubric:: |fiveBLC| 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.


   .. compound:: CK Editor

         The most advanced web editor.
         
         Spell checker available with this text editor. 
         
         .. figure:: /images/GUI/GUI_ZONE_CKEditor.png
            :alt: CK Editor
            :align: center
         
            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.



   .. compound:: 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.

   .. compound:: Dojo Editor
      
      .. figure:: /images/GUI/GUI_ZONE_DojoEditor.png
         :alt: Dojo Editor
         :align: center
      
         Dojo Editor

      Historically first used on ProjeQtOr.


   .. compound:: Inline editor

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

      .. figure:: /images/GUI/GUI_ZONE_LongTextFields.png
         :alt: Inline editor
         :align: center

         Inline editor


   .. compound:: Plain text editor

      * Conventional text input.
      * Text zone is extendable.

      .. figure:: /images/GUI/GUI_ZONE_PlainTextEditor.png
         :alt: Plain text editor
         :align: center
      
         Plain text editor













.. _detail-window-sections:

.. rubric:: |sixBLC| Sections

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

 .. compound:: **Columns**

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

 .. compound:: **Common sections**

    Some sections are displayed on almost all screens. (See : :ref:`common-sections`)  

 .. compound:: **Item count in the list**

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

    .. figure:: /images/GUI/GUI_ZONE_SectionHeader.png
       :alt: Header section
       :align: center

       Header section

 .. compound:: **Thumbnails on items in the list**

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

 .. compound:: **Go to selected item**

    In a list, possibility to go directly to an item by clicking on its fields.
    
    Cursor change to |pointingHandCursor| on clickable fields.








.. index:: Checklist

.. _checklist:

.. rubric:: |sevenBLC| 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 :ref:`checklist-definition` screen.

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


      .. compound:: 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 |buttonIconShowChecklist| appears on the detail header window.
           
         Click on |buttonIconShowChecklist| to display the checklist form.
         
         With other value the "Checklist" section appears in the detail window. 
         
         .. figure:: /images/GUI/GUI_BOX_Checklist.png
            :alt: Dialog box - Checklist
            :align: center
         
            Dialog box - Checklist
          
         .. figure:: /images/GUI/GUI_ZONE_Checklist.png
            :alt: Section - Checklist
            :align: center
         
            Section - Checklist
   
   
      .. compound:: 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.
   

.. raw:: latex

    \newpage

.. _info-bar:

Info bar
--------



.. figure:: /images/GUI/GUI_ZONE_InfosBar.png
   :alt: Info bar zone
   :align: center

   Info bar
   
   
   
.. topic:: Interface areas:

   |one| :ref:`CRON button<ib-cron-button>`
   
   |two| :ref:`Version button<ib-version-button>` 
   
   |three| :ref:`Session<session_loginwindows>` 
   
         |a|  :ref:`Log out button<log-out-button>` 
   
         |b|  :ref:`User parameters button<user-param-button>`  
   
         |c|  :ref:`Language<ib-language>`
         
         |d|  :ref:`Themes<ib-theme>`
   
         |e|  :ref:`First page<ib-first-page>`
   
         |f|  :ref:`Change password<ib-change-passwd>`

         |g|  :ref:`Online Manual<ib-online-manual>`
         
         |h|  :ref:`Keyboard shortcut<ib-change-passwd>`
         
         |i|  :ref:`Change password<ib-change-passwd>`         
         
         |i|  :ref:`About ProjeQtOr<ib-about-projeqtor>`    
              
            
   |four| :ref:`Screen layout<ib-screen-layout>`
     
   
   
   



.. _ib-cron-button:

.. rubric:: |oneBLC| Cron button

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

|CronRunning| the CRON is running

|CronPause| In request for closure. The next refresh turns it red.

|CronStopped| the CRON is stopped

Click on the button to start or stop CRON in the same way as on the Administration page.

See: :ref:`background-task`

:ref:`Return to Info bar<info-bar>`


   

.. _ib-version-button:

.. rubric:: |twoBLC| Version button

Displays the version of ProjeQtOr installed

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

:ref:`Return to Info bar<info-bar>`



.. _session_loginwindows:

.. rubric:: |threeBLC| Session 

.. figure:: /images/GUI/GUI_BOX_LogoInfos.png
   :alt: Infos Area
   :align: center
   
   Infos Area
   
login window with many setup shortcuts.

:ref:`Return to Info bar<info-bar>`




.. _log-out-button:

      .. compound:: |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.
                   
            See: :ref:`graphic-interface-behavior-section`
            
        :ref:`Return to Info bar<info-bar>`
   




.. _user-param-button:

      .. compound:: |B| User parameters button
         
         Allows to access user parameters.
   
         :ref:`Return to Info bar<info-bar>`
         
         
         
         
.. _ib-language:
   
      .. compound:: |C| 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: :ref:`display-parameters`
   

         :ref:`Return to Info bar<info-bar>`

  
.. _ib-theme:

      .. compound:: |d| Themes
      
         Users can select Theme to display the interface. 
         
         By default your selected theme is "ProjeQtOr 'Flat Desgin' Blue".
                  
         Many themes are available
       
         .. figure:: /images/GUI/GUI_ZONE_theme.png
            :alt: Theme
            :align: center
            
            ProjeQtOr's Themes
            
            
         .. note:: **User parameter "Theme"**
         
            * This parameter defines the theme to display.
            * The new theme is automatically applied when selected.
            * see: :ref:`display-parameters`

         Screenshoots has been taken with "ProjeQtOr Standard" theme. 

         :ref:`Return to Info bar<info-bar>`



.. _ib-first-page:

      .. compound:: |e| First page
      
         It is possible to choose the screen that will be displayed first.
      
         .. figure:: /images/GUI/GUI_BOX_ScreenDefault.png
            :alt: Choose your default screen
            :align: center
            
            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   
            
         :ref:`Return to Info bar<info-bar>`



   
.. _ib-change-passwd:
   
      .. compound:: |f| Change password
      
         Validate the new one clicking and activating the next combo box 

         :ref:`Return to Info bar<info-bar>`




.. _ib-online-manual:

      .. compound:: |g| Online manual
      
         or press F1
         
         :ref:`Return to Info bar<info-bar>`

         
      
.. _ib-keyboard-short:
            
      .. compound:: |h| Keyboard shorcuts
      
         Click on "Keyboard shortcuts" to get the list of functional shortcuts in ProjeQtOr. The link redirects you to the manual
      
         :kbd:`Control-s` to save the changes. 
      
         :kbd:`F1` to open the online user manual, to the page corresponding to the actual screen.
      
         :kbd:`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.
               
         :ref:`Return to Info bar<info-bar>`



      
.. _ib-about-projeqtor:
      
      .. compound:: |i| About ProjeQtOr
      
         Display database name.
         
         :ref:`Return to Info bar<info-bar>`
         
         
         
         
.. _ib-screen-layout:

.. rubric:: |fourBLC| Screen layout

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

.. figure:: /images/GUI/GUI_ZONE_ScreenLayout.png
   :alt: Screen layout 
   
   Screen layout

Many modes are available!


      .. compound:: |switchmode| 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. 
   
      .. compound:: |horizontalLayout| Horizontal mode - |verticalLayout| 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.
         
      .. compound:: |LayoutList| 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
   
      .. compound:: |LayoutTab| Mode Tab
   
        The sections present in the columns are dispatched under tabs with the tab mode.
   
      .. compound:: |HideLeft| Show/Hide left Menu - |HideTop| Show/Hide top Menu
   
        You can either hide the left menu, the top menu, or both.
   
      .. compound:: |ActivityStream| 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 |ActivityStream| from the details area toolbar.
   
        See: :ref:`detail-window-button`
   
      .. compound:: |FullScreen| 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.
   
        :ref:`Return to Info bar<info-bar>`














.. raw:: latex

    \newpage

.. rubric:: 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

.. figure:: /images/GUI/GUI_BOX_Alert.png
   :alt: Example - message pop-up
   :align: center

.. rubric:: 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 :ref:`alerts` screen, the user can read the alert messages marked as read.


.. rubric:: 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.

.. figure:: /images/GUI/GUI_ZONE_Alert.png
   :alt: Alert on detail window
   :align: center

   Alert on detail window


.. rubric:: Alert on Today screen

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

.. figure:: /images/GUI/GUI_ZONE_AlertToday.png
   :alt: Alert on Today screen
   :align: center

   Alert on Today screen






.. raw:: latex

    \newpage

Special fields
--------------

This section describes the ProjeQtOr special fields.

Accelerator buttons
===================

.. _moveToNextStatus-button:

.. rubric:: 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. 

.. figure:: /images/GUI/GUI_BUTTON_MoveToNextStatus.png
   :alt: Button - Move to next status 
   :align: center
   
   Move to next status

.. _assignToMe-button:

.. rubric:: Assign to me button

This button allows to set the current user in the related field.

.. figure:: /images/GUI/GUI_BUTTON_AssignToMe.png
   :alt: Button - Assign to me 
   :align: center



.. raw:: latex

    \newpage


.. _combo-list-fields:

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.


.. figure:: /images/GUI/GUI_ZONE_ComboListFields.png
   :alt: Field - Combo list
   :align: center

Click on |comboArrowDown| to get the list of values.

Click on |iconGoto| will directly go to the selected item.

Click on |buttonIconSearch| to access item details.

The next action depends on whether the field value is filled or not.


   .. compound:: Field value is filled
   
      If the field value is filled, the details of item associated  are displayed.
   
      .. figure:: /images/GUI/GUI_BOX_DetailOfListITEM.png
         :alt: Dialog box - Item details
         :align: center
   
         Dialog box - Item details
   
      Click on |buttonIconSearch| to re-select an item.
       
      Click on |buttonIconUndo| to close the dialog box.
   
   
   
   .. compound:: Field value is empty
   
      If the field value is empty, the list of items is displayed, allowing to select an item.
   
      .. figure:: /images/GUI/GUI_BOX_DetailOfListElem.png
         :alt: Dialog box - List of items 
         :align: center
   
         Dialog box - List of items
   
      Click on |buttonIconSelect| to select items.
         
      Click on |buttonIconNew| to create a new item.
          
      Click on |buttonIconUndo| to close the window.
   
      .. note:: 
      
         **Window header**
   
         You have access to :ref:`Rapid filter<rapid-filter>`, :ref:`Quick search<quick-search>` and :ref:`Advanced filter<advanced-filter>`.
   
         **Select several items**
   
         Some elements is possible to select several items, use :kbd:`Control` or :kbd:`Shift`.
 
 
.. raw:: latex

    \newpage

.. _origin-field:

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. 

.. figure:: /images/GUI/GUI_ZONE_OriginField.png
   :alt: Field - Origin 
   :align: center


.. rubric:: Origin element

* Click on |buttonAdd| to add a orgin element.
* Click on |buttonIconDelete| to delete the link.

.. figure:: /images/GUI/GUI_BOX_AddOriginElem.png
   :alt: Dialog box - Add an origin element 
   :align: center

.. tabularcolumns:: |l|l|

.. list-table:: Fields of add an origin element dialog box
   :header-rows: 1

   * - 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.

.. figure:: /images/GUI/GUI_ZONE_SetColor.png
   :alt: Zone - Set color field 
   :align: center


.. raw:: latex

    \newpage

.. _thumbnails:

Thumbnails
==========

Thumbnails are a graphical representation of the field value.

.. rubric:: Date

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


 .. compound:: |calendarRed| The Item have been created or updated today.

 .. compound:: |calendarYellow| The Item have been created or updated recently. 

 .. compound:: |calendarWhite| Default view.

.. rubric:: 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.

 .. compound:: |defaultUserThumb| The user doesn't have a photo.

.. figure:: /images/GUI/GUI_ZONE_ListNONphoto.PNG
   :alt: list of users without personal photo
   
.. rubric:: Comment

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

.. rubric:: Privacy

Indicates the visibility level defined in a note or attachment.

 .. compound:: |privateThumb| Private contents.

 .. compound:: |teamThumb| Visible to team.


.. rubric:: 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.



.. _gui9.0:

Graphical User Interface 9.0
****************************



.. _overview-9.0:

ProjeQtOr interface is divided into several areas.

.. figure:: /images/GUI9.0/GUI_SCR_Overview.png
   :alt: Overview
   :align: center
   
   Overview graphical user interface screen

.. topic:: Interface areas:

   |one| :ref:`topbar-v9`
   
   |two| :ref:`infosbar-v9` 
   
   |three| :ref:`custommenu-v9`
   
   |four| :ref:`Menu<menu-v9>`
   
   |five| :ref:`Secondary menu<secondary-menu-v9>` 
   
   |six| :ref:`List Area<list-window>` 
   
   |seven| :ref:`Details area<detail-window>`
   
   |eight| :ref:`Activity Stream<activity-stream>`

.. note:: Area separation

   .. figure:: /images/GUI9.0/GUI_SCR_Splitters.png
      :scale: 15 %
      :alt: Windows splitters
      :align: center   
      
      The splitters allow resizing areas in the interface.
   
      The position of splitters is saved and retrieved on each connection.





.. _topbar-v9:

Top bar
-------

.. figure:: /images/GUI9.0/GUI_ZONE_TopBar.png
   :alt: Top bar
   :align: center

.. topic:: Interface areas:

   |one| :ref:`Navigation buttons<navigation-buttons9>`
   
   |two| :ref:`New tab<buttons-newtab9>` 
   
   |three|  :ref:`Project selector<project-selector9>` 
   
   |four| :ref:`Instance name<name-topbar>` 
   
 



.. _navigation-buttons9:

.. rubric:: |oneBLC| Navigation buttons

The navigation buttons |buttonIconBackNavigation9| |buttonIconForwardNavigation9| give access to previous and next pages in the history.





.. _buttons-newtab9:

.. rubric:: |twoBLC| Button New tab 

The new tab button |newtab9| allows to open a new tab within the same session.



   
.. index:: Project (Selector)
.. _project-selector9:

.. rubric:: |threeBLC| Project selector

.. figure:: /images/GUI9.0/GUI_ZONE_ProjectSelector.png
   :alt: Project Selector
   :align: center
   
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: :ref:`User parameters - section automation<UP-automation>`




.. compound:: Project selector parameters

   Click on |buttonIconParameter9| to display the project selector parameters dialog box, you can select :
   
   
   .. figure:: /images/GUI9.0/GUI_BOX_ProjectSelect-Param.png
      :alt: Dialog box - Project selector parameters
      :align: center
      :scale: 60
      
      Dialog box - Project selector parameters
   
   * View closed projects and handled projects.
   * Change the project list display mode.
   * Refresh the list.


    .. compound:: Show / hide
   
     Choose which types of projects to display from the project selector list.
   
      .. compound:: 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 |archive9| is displayed in the top bar. Click on it to stop the process.
   
        .. image:: /images/GUI9.0/GUI_ZONE_ModeArchive.png
     
        For them to appear in the list box you must activate the check box "closed" in this same area.
   
      .. compound:: Display the handled projects
    
        This option allows to display only in the list of the project selector, the projects with the macro state :term:`handled`.
        
        
        
    .. compound:: Project list display mode
   
     ProjeQtOr offers the possibility to display the list of projects in different ways.
  
  
      .. compound:: 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.
        
   
         .. figure:: /images/GUI9.0/GUI_ZONE_ProjectSelect-StandardMode.png
            :alt: Example - Project list display mode standard
            :align: center
            
            Project list display mode standard
   
   
      .. compound:: 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
   
         .. figure:: /images/GUI9.0/GUI_ZONE_ProjectSelect-AutoCompMode.png
            :alt: Example - Filtering select (with autocomplete)
            :align: center
            
            Filtering select with autocomplete
   
      .. compound:: 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
   
         .. figure:: /images/GUI9.0/GUI_ZONE_ProjectSelect-SearchMode.png
            :alt: Example - Filtering select (with search)
            :align: center
            
            Filtering select with search




.. compound:: Selector of the current item

   * Click on the button |iconProject9| 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

.. compound:: Project selector search

   Click on |buttonIconSearch9| to search projects and subprojects from any screen with the same search functions as on the projects screen

   .. figure:: /images/GUI9.0/GUI_BOX_ProjectSelectorSearch.png
      :alt: Project selector search mode
      
      Project selector search window
         
         
     
.. _name-topbar:

.. rubric:: |fourBLC| Instance name

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

See: :ref:`display`





.. _infosbar-v9:

Infos bar
---------

.. figure:: /images/GUI9.0/GUI_ZONE_InfosBar.png
   :alt: Top bar
   :align: center

.. topic:: Interface areas:

   |one| :ref:`CRON button<cron-button9>` 
   
   |two| :ref:`Version button<version-button9>` 
   
   |three| :ref:`About menu<about-menu>` 
   
   |four| :ref:`Display layout<menu-display>` 
   
   |five| :ref:`Session menu<menu-session>`





.. _cron-button9:

.. rubric:: |oneBLC| 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.

|CronRunning| the CRON is running

|CronPause| In request for closure. The next refresh turns it red.

|CronStopped| the CRON is stopped

Click on the button to start or stop CRON in the same way as on the Administration page.

See: :ref:`background-task`


.. _version-button9:

.. rubric:: |twoBLC| Version button

Displays the version of ProjeQtOr installed

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



.. _about-menu:

.. rubric:: |threeBLC| About menu


This menu allows you to have access to real-time information with a notification system for news.

.. figure:: /images/GUI9.0/GUI_BOX_AboutMenu.png
   :alt: About menu 
   
   About menu


The button |reportbug| sends you to the forum of the ProjeQtOr site in order to post the possible anomaly.

 .. compound:: 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.


 .. compound:: 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.
   
   
 .. compound:: Access

   Access ProjeQtOr's plugin store and forum summary with just one click.
   
   
   
   
   
   
   
   
.. _menu-display:

.. rubric:: |fourBLC| Screen layout

The layout of the screens allows you to choose how you want to display the ProjeQtOr interface

The arrangement not chosen appears in gray

.. figure:: /images/GUI9.0/GUI_ZONE_ScreenLayout.png
   :alt: Screen layout 
   
   Screen layout

Many modes are available!


      .. compound:: |switchmode9| 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. 
   
      .. compound:: |horizontalLayout9| Horizontal mode - |verticalLayout9| 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.
         
      .. compound:: |LayoutList9| 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
   
      .. compound:: |LayoutTab9| Mode Tab
   
        The sections present in the columns are dispatched under tabs with the tab mode.
   
      
      .. compound:: |ActivityStream9| 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 |ActivityStream9| from the details area toolbar.
   
        See: :ref:`detail-window-button`
   
      .. compound:: |FullScreen9| 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.

        
        
        
.. _menu-session:

.. rubric:: |fiveBLC| Session menu

.. figure:: /images/GUI9.0/GUI_ZONE_SessionMenu.png
   :alt: Session menu 
   
   Session menu

The connection window offers some settings and information at user level.

 .. compound:: 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 :ref:`user settings<photo>`.
   
   
 .. compound:: 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.


      .. compound:: 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.
        
        
            .. compound:: 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.
    




.. _custommenu-v9:

Custom Menu
-----------

.. figure:: /images/GUI9.0/GUI_ZONE_FavorisBar.png
   :alt: bookmarks bar
   :align: center
   
   Bookmarks Bar

.. topic:: Interface areas:

   |one| :ref:`New element<newelement>`
   
   |two| :ref:`Bookmarks<bookmarks>` 
   
   |three| :ref:`Recents<recentbar>` 
   



.. _newelement:

.. rubric:: |oneBLC| New element


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

.. figure:: /images/GUI9.0/GUI_BOX_NewElement.png
   :alt: Create a new element 
   
   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.
   
      
  .. figure:: /images/GUI9.0/GUI_BOX_PopUpCreateElement.png
   :alt: Create a new element 
   
   Create a new element 



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





.. index:: Bookmarks

.. _bookmarks:

.. rubric:: |twoBLC| 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 |iconFavoris| to display in the display zone the list of screens of the elements that you have put in favorites.


.. figure:: /images/GUI9.0/GUI_ZONE_DisplayFavoris.png
   :alt: Display bookmarks 
   
   Display bookmarks
   
Right clicking on the display area allows you to display and organize the 5 favorite bars and choose how to display them.
   
   
    .. compound:: |favoristxt| Bookmarks text
    
      You view bookmarks in text mode only
      
      .. figure:: /images/GUI9.0/GUI_ZONE_FavorisTXT.png
      
         
    .. compound:: |favorisimg| Bookmarks icon
     
      You display bookmarks in icon mode only
      
      .. figure:: /images/GUI9.0/GUI_ZONE_FavorisIMG.png
      
      
    .. compound:: |favoristxtimg| Bookmarks icon and text  
      
      You display bookmarks with icon and text  
      
      .. figure:: /images/GUI9.0/GUI_ZONE_FavorisIMGTXT.png

      
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.       
      
      
 .. compound:: Add, Organize and remove bookmarks

   To add a bookmarks, click on the star to the right of each menu screen
   
   .. image:: /images/GUI9.0/GUI_ZONE_StarBookmark.png
   
   The star is filled with the secondary color of your interface once added to the favorites bar  
   
   .. image:: /images/GUI9.0/GUI_ZONE_StarBookmarkFiled.png
   
   To organize your favorites, right click on the bar or click on |iconEdit| to display your 5 bars, then click and drag and drop the screens to the desired bars. 
 
   .. image:: /images/GUI9.0/GUI_ZONE_DragDrop.png
 
   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
   
   .. image:: /images/GUI9.0/GUI_BOX_RemoveBookmark.png
   
   
       
.. _recentbar:

.. rubric:: |threeBLC| 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.


.. figure:: /images/GUI9.0/GUI_ZONE_Recent.png
   :alt: Recent bar
   
   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-v9:

Menu
----

.. figure:: /images/GUI9.0/GUI_ZONE_Menu.png
   :alt: Menu
   :align: center
   
   Menu
   
.. topic:: Interface areas:

   |one| :ref:`Main menu<mainmenu>`
   
   |two| :ref:`Section indication <section-indication>` 
   
   |three| :ref:`Breadcrumb<breadcrumb>` 
   
   |four| :ref:`Show / Hide menu<showmenu>` 
   
   |five| :ref:`Search menu<search-menu>` 
   
      
.. _mainmenu:

.. rubric:: |oneBLC| 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:

.. rubric:: |twoBLC| Section indication  

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


.. _breadcrumb:

.. rubric:: |threeBLC| Breadcrumb  

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. 



.. _showmenu:

.. rubric:: |fourBLC| Show / Hide menu 

Click on |HideMenu| to hide the menu

Click on |ShowMenu| to bring up the menu 

.. _search-menu:

.. rubric:: |fiveBLC| Search 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.

.. figure:: /images/GUI9.0/GUI_ZONE_SearchTag.png
   :alt: Search with tags
   
   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-v9:

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.

.. figure:: /images/GUI9.0/GUI_ZONE_SecondaryMenu.png
   :alt: Menu
   :align: center
   
   Menu
   
.. topic:: Interface areas:

   |one| :ref:`Parameters<secondarymenu-parameters>`
   
   |two| :ref:`Links<secondarymenu-links>` 
   
   |three| :ref:`Repertory and Document<secondarymenu-docs>`
   
   |four| :ref:`Console<secondarymenu-console>` 
      
   |five| :ref:`Notifications<secondarymenu-notifications>` 
   


.. _secondarymenu-parameters:

.. rubric:: |oneBLC| 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.

.. image:: /images/GUI9.0/GUI_ZONE_SecondaryMenuProject.png

.. _secondarymenu-links:

.. rubric:: |twoBLC| Links

Display hyperlinks to remote web pages.

These links are defined as hyperlink attachments on projects.

Links displayed here depend on the selected project.

.. image:: /images/GUI9.0/GUI_ZONE_SecondaryMenuLinks.png


.. _secondarymenu-docs:

.. rubric:: |threeBLC| Repertory and Document

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

See also: :ref:`document-directory` screen.

.. image:: /images/GUI9.0/GUI_ZONE_SecondaryMenuDocs.png

.. _secondarymenu-console:

.. rubric:: |fourBLC| 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.

.. image:: /images/GUI9.0/GUI_ZONE_SecondaryMenuConsole.png


.. _secondarymenu-notifications:

.. rubric:: |fiveBLC| Notifications   

Under construction














.. _list-window-v9:

List Area
---------

.. figure:: /images/GUI9.0/GUI_ZONE_ListWindows.png
   :alt: List window
   :align: center


.. topic:: Interface areas:

   |one| :ref:`Element identifier<element-identifier9>` 
   
   |two| :ref:`Tools<tools-list>` 
   
   |three| :ref:`Items list<items-list9>` 


.. _element-identifier9:

.. rubric:: |oneBLC| Element identifier

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

Each element is identified with a distinctive icon.

.. _tools-list:

.. rubric:: |twoBLC| Tools


.. figure:: /images/GUI9.0/GUI_ZONE_ToolsList.png
   :alt: List window
   :align: center


* Click on |iconNew| to create a new element
* Click on |iconRefresh| to refresh the list
* Click on |iconFilters| :ref:`to apply many filters<filters9>`
* Click on |iconColumn| :ref:`to organize the columns<columns9>`
* Click on |iconSubMenu| to open the sub-menu
* Click on |iconPrint9| to print the list area as it appear on the window
* Click on |iconPDF| :ref:`to export the list area to PDF<exportpdf9>`
* Click on |iconCSV| :ref:`to export the list area to CSV<exportcsv9>`
* Click on |iconMultipleUpdate| :ref:`to open the multiple update<multipleupdate9>`

Swith the button clos to make appear all the handled element







.. _filters9:

 .. compound:: |iconFilters| The filters
 
   .. figure:: /images/GUI9.0/GUI_BOX_Filters.png
      :alt: Filters
      
      Filters windows
      
      
   The first filters offered are basic filters.
   
   
    .. compound:: The rapid filters
    
      You can choose to always display them in the toolbar of the list box by activating the switch button.   
      
    
   
      .. figure:: /images/GUI9.0/GUI_ZONE_FiltersVisible.PNG
        :alt: Filters always visible
      
        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 
   
   
    .. compound:: 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
      


    .. compound:: States filters
    
      Switch the button **Display states to filter directly**
      
      .. figure:: /images/GUI9.0/GUI_ZONE_StateFilters.png
         :alt: States filter
         
         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
      



    .. compound:: The advanced filters
    
      Click on the button to display the advanced filters window.
      
      .. figure:: /images/GUI9.0/GUI_BOX_AdvancedFilters.png
         :alt: Advanced filters
         
         Advanced filters definition
      
      
     

      .. compound:: 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 |iconAdd| to add additional criteria.
         
         * Name the filter to save and click on |iconSave| for later reuse.
      
         * Click on |buttonIconSearch9| 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.
         
                  
         
            .. compound:: 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. 
              
              
   
            .. compound:: 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.







      .. compound:: Saved filters
        
        This section allows to manage saved filters.
        
        * Click on a saved filter to retrieve its definition.
        
        * Click on |iconDelete| from a saved filter to delete it.
                
        * Click on |iconDrag| to reorganize the filters.
        
        * Click on |iconShare| 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.


        .. figure:: /images/GUI9.0/GUI_ZONE_SharedFilters.png
            :alt: Shared filters
         
            Shared filters





      .. compound:: 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.
        
        .. figure:: /images/GUI9.0/GUI_BOX_FiltersList.png
            :alt: List of filters
         
            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



.. _columns9:

 .. compound:: |iconColumn| The columns
 
   .. figure:: /images/GUI9.0/GUI_BOX_Columns.png
      :alt: Columns Organizer 
      
      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


      .. compound:: Column section
      
         Use checkboxes to select or unselect columns to display.

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

      .. compound:: Columns order

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

      .. compound:: 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.


.. _exportpdf9:

  .. compound:: |iconPdf| 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

      




.. _exportcsv9:

  .. compound:: |iconCsv| 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.
      
      .. figure:: /images/GUI9.0/GUI_BOX_Export.png
         :alt: Dialog box - Export 
         :align: center
            
         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: :ref:`import-data`
         

.. _multipleupdate9:

  .. compound:: |iconMultipleUpdate| Multiple update

   .. figure:: /images/GUI9.0/GUI_ZONE_MultipleModeList.png
      :alt: Multiple mode item selection
      :align: center
               
      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.
  

      
    .. compound:: **Apply updates**
      
      * Selection of items can be done by selecting one or more items in the list window. |one|
      * 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. |two|
      * Or use checkboxes to select/unselect all items in the list. |three|
      * Click on |iconSave| to save updates on selection. |four|
      * Click on |iconDelete| to delete all selected items. |four|
      * The update will be applied to all the items (if possible) and a report will be displayed on the right. |five|
      * Click on |iconQuit| to quit the multiple mode window. |four|


      .. 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-list9:         
            
.. rubric:: |threeBLC| 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-window-v9:

Details Area
------------

.. figure:: /images/GUI9.0/GUI_ZONE_DetailWindow.png
   :alt: Detail window
   :align: center
   
   
.. topic:: Interface areas:

   |one| :ref:`Item identifier<item-identifier9>` 
   
   |two| :ref:`Creation information<creation-information9>` 
   
   |three| :ref:`Buttons<detail-window-button9>` 
   
   |four| :ref:`Text Editor<dw-text-editor9>`
   
   |five| :ref:`Sections<detail-window-sections9>`
     



.. _item-identifier9:

.. rubric:: |oneBLC| Item identifier

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

Each element is identified with a distinctive icon.

.. _creation-information9:

.. rubric:: |twoBLC| 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: :ref:`thumbnails`


 .. note::

    Administrator can change this informations.



.. _detail-window-button9:

.. rubric:: |threeBLC| Buttons

.. topic:: Details windows buttons

   * |iconNew| :ref:`Create new item<dw-create-item9>`
   * |iconSave| :ref:`Save the changes<dw-save-item9>` 
   * |iconRefresh| :ref:`Refresh the display<dw-refresh-display9>`
   * |iconCopy| :ref:`Copy the current item<copy-item9>`     
   * |iconDelete| :ref:`Delete the item<dw-delete-item9>`    
   * |iconUndo| :ref:`Cancel changes<dw-undo-change9>`
   * |iconPrint9| :ref:`Print the details<dw-print-item9>`
   * |iconPdf|  :ref:`Export to PDF format<dw-export-pdf9>`
   * |iconEmail| :ref:`Send details<email-detail9>`
   * |iconSubscribe9| :ref:`Subscribe detail<subscribe-detail9>`
   * |ActivityStream9| :ref:`Activity Stream<gui-activity-stream9>`
   * |iconHistory| :ref:`Show history<change-history9>`
   * |iconChecklist| :ref:`Show checklist<dw-show-checklist9>`
