Configure the Projects overview

By configuring the overview in the Projects module to your own preferences and needs, you can achieve a better overview of upcoming projects.

Example: You can use filters to only show the projects that are starting next month and have equipment shortages.-

Choose a view

You can choose between the following views in the Projects module:

  • Once
    A list of individual projects, easy to search through and find the project you are looking for.



  • Per day
    A list of projects, organized per day. This is useful to see what needs to happen on which day. You can also add the columns Crew members and Vehicles to the overview, so you can see which crew members and vehicles are planned for that day.



  • Calendar
    Projects shown over a 30-day period in a calendar.



  • Timeline
    A scrollable timeline with projects.

To choose a view in the Projects module:

  1. Click Filters.png to open the Filter sidebar.
  2. Choose your preferred view.

    View.png

Projects without a date can be selected with 2016-11-22_15_26_51-Projecten_-_Eenmaal___Rentman_verhuursoftware.png.

Use filters and presets

You can use filters and presets to quickly search in the Projects module. You can filter by:

  • Time period (from/until)
    Period.png
  • Which days
    • Equipment out
    • Equipment in
    • Need crew
    • Need transport
    • Every project day
  • Tags
  • Custom filters

Some useful presets are:

Confirmed projects
Has filter is confirmed

Option projects
Has filter is option

My confirmed projects
Has filters is confirmed and fixed value for Account manager

My option projects
Has filters is option and fixed value for Account manager

To be planned 
Has filter crew required and is confirmed

You can find other useful presets in the Dashboard. When you click on any number in the Dashboard, you will be forwarded to the Projects module with that preset selected. You can then save that preset by clicking Save selection as preset in the Filter sidebar. 

Dashboard.png

Use widgets

Quickly add a note, task, tag or file to a project by using widgets

For example, you could paste an e-mail message as a new note or upload a CAD drawing / blueprint.

Add columns

Adding a column to the overview is useful to quickly see important information about a project. You can do this in the Once and Per day views.

For example, you can add the columns Crew members and Vehicles to the overview, so you can see which crew members and vehicles are planned for that day.

Some helpful columns to add are:

Already invoiced
Project price
Scheduled crew members
Vehicles scheduled

Was this article helpful?
0 out of 0 found this helpful

Comments

0 comments

Please sign in to leave a comment.