Project - List

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Navigation

 

On the navigation bar, click Lists, choose Project tab to open the screen wherein you can view all the existing project records in the grid. The grid is a series of rows and columns. Each row is a separate project record. Clicking on any column heading sorts the columns in the grid. You can edit/delete the existing project record. Entries displayed on the grid cannot be edited in the grid but rather in the Project screen. In addition, you can create a new project via this screen.

 

The number of records displayed in the grid will depend on the selection made in the Rows list box. You can also search for the projects existing in your BillQuick Online database.

 

Project Grid

 

Each row is a separate project record. Click the column headings to sort the columns in the grid. Click a listed Project ID to edit its details. Click to delete a project record.

 

Grid details are carried from the Project-Details screen.

 

Project ID:

Each project has a unique ID. This is a key field that links clients, time, expenses, invoices and reports to particular projects. Click a listed ID to edit that project's details.

 

Name:

Name or description of the project. 

 

Manager:

Manager responsible for the project. Project profiles, billing records and many reports can be filtered based on the project manager.

 

Client:

ID of the client to be billed for the project.

 

Delete :

Deletes the selected project record in the grid.

 

Project List Button Panel

 

Search Project :

Helps you to search for a specific project on the grid in a quick, robust way. To refine your search, use any of the listed parameters in the read-only grid, like Project ID, Project Name, Manager or Client ID. Click the column headings to search based on the selected column. Enter the keyword for the search in the text box provided and then click to display the results in the grid. Clicking on Advanced Search takes you to the Find screen and pre-selects the project module from the data list.

 

Help:

Opens the BillQuick Online Help in the Project List section.

 

Print:

Clicking on this button displays a list of in-context reports that you can preview and print.

 

Options:

Click to access various options for the Project screen.

 

Project Change:

Click to open the Project Change screen that allows you to make batch changes to the selected project records.

 

Column Chooser:

Select this option to add or remove columns from the grid.

 

Group:

Opens the Project Group screen.

 

Rows:

Number of records displayed in the grid depends on the selection made in the list box. You can view a maximum of 1000 project records in the grid. BillQuick Online memorizes this setting for the user.

 

Show Active:

When selected, the projects with active status are displayed in the grid. BillQuick Online memorizes this setting for the user.

 

New:

Click opens the Project screen where you can create a new project record.

 

Grid page numbers are displayed at the bottom of the grid. This depends on the number selected in the Rows field above.

See Also