xTuple logo

xTuple ERP Reference Guide

  
Collapse AllExpand All
3.2. List Projects
Prev 3. Project Next

3.2. List Projects

The Projects screen displays information on all existing projects. Using the search feature, you can quickly locate the projects you're looking for. And with the right-click menu you can drill down into individual records to examine them more closely. To open the Projects list, go to CRM > Project > List.

Here are some tips for using this screen:

  • Locate records quickly by entering portions of project names or descriptions in the search window.

  • Look up projects by CRM account, using the CRM Account Filter option.

  • The date range filter allows you to search for projects within specified date ranges.

  • Select the Show Complete option to include completed projects in your search results.

The following screenshot shows the Projects screen:

Projects master list

When viewing the Project list, you are presented with the following option:

Show Complete

Select if you would like to include closed projects in the view.

To make a copy of a project, select the Copy Project option from the right click invoked menu. The following screen will appear:

New project number

When copying a project, you are presented with the following:

Number

Displays the existing project number.

Name

Displays the existing project name.

New Number

Enter a number for the new project you want to create.

New Name

Enter a name for the new project.

Due Date

Enter the date when the new project is due.

The default filter on the Projects screen shows all open projects. You can build your own search criteria using the following options:

Filter

Select a filter from the list of available filters, then select the QUERY button to generate search results. Only saved filters will appear in this list.

MORE

Select this button to show the parameters underlying the saved filter. To hide the parameters, click the MORE button a second time.

Query Builder

When building a custom query, you have the following options:

+

Select to add a new parameter to the query.

-

Select to remove a parameter from the query. This option is disabled for default parameters.

SAVE

Select to save your filter for future use. Saved filters will appear in the list of available filters.

MANAGE

Select to manage your saved filters. To learn more about managing filters, please see Section 2.1.2, “Search Filters”.

Prev Up Next
3.1.1. New Task List Item Home 3.3. Worksheets