The project list view allows a user to view a list of all the projects that he or she has access to. For each project, you can see who the leader is, what client the project is for, and a graphical representation of the progress of tasks and milestones within. You can click on the project leader's name to view more details about that person if your permissions allow. The same is true for the client company. You can click on the name of a project to view the project overview or you can click on the edit link and checkbox to go directly to an edit layout for that project. The star icon to the left of the project name will be gray if you have not marked the project as starred or orange if you have. You can click on the star icon to toggle whether or not the project is starred by you. See the picture below.

 

project-list

 

Status Filter

The project status drop-down list below the "Projects" title to filter your projects by status. Simply clicking a value in the Status Filter will refresh the page and only show projects with the selected status.

project-list-filter-status

Quick Jump

The Quick Jump feature allows you to jump to the overview for a specific project simply by starting to type the name in the Quick Jump box located next to the Alpha Filter. If you have many projects, the Quick Jump will save you the time of having to scroll through pages of projects to find the one you want.

project-list-quickjump

Alphanumeric Filter

Clicking a link in the Alphanumeric Filter will filter the list by projects that begin with that letter or number.

 

alphanumeric-filter

The Project Form view is displayed when you are creating a new project or modifying an existing one. The views are the same except that you will see a Project Template drop-down list if you are creating a new project (not shown in the pictures below). This drop-down will automatically create items in the new project based on a template that you have created in the Administrator Panel.

project-form

The Client field uses the Autocomplete functionality. When you begin typing in this field, client companies with names matching what you have typed will appear in a drop-down list. When the field is empty, clicking in it once will function the same as a normal select list (i.e. all values will be shown).

project-form-company-list

If your Access Role allows you to create companies, then entering a company that is not in the list will prompt you to create the company. If you select cancel or if your Access Role does not allow you to create companies then the Client field will be cleared and you will have to choose another company.

project-form-company-autocompleter-new

If you select OK to create the new company, a modal window will pop up where you can enter the company details. Once you fill out the details, clicking Save will save the company and fill it in the current project form. Clicking Cancel on the modal will close the modal and clear the Client field on the project form.

project-form-company-modal

If you created the new company, then when you return to the form, the Leader List will be repopulated with people from the owner company. Normally the list would show people from the owner company as well as people from the Client company, but since the new company does not have any people in it at this point, you will only be able to select a leader from the owner company. When the project is created, the Project Leader and all people within the Client company will automatically be assigned to the project.

project-form-leader-list

The Status list also uses the Autocomplete functionality. You can either select an existing status from the list, or, if your permissions allow, you can create a new status simply by typing the value in the Status field. You will be asked if you would like to create the new status. Since the status is only a name, you will not have to fill out a modal popup. Once the new status is created you should see a green checkmark to the right of the field.

The Latest Activity field determines how many days worth of activity to show on the Project Overview. Possible values are 1 to 7. If I set Latest Activity to 7 then all activity for the last 7 days will display on the Project Overview.

project-form-latestactivity-list

The Alert Message will display at the top of the Project Overview. This field is optional.

The Project Overview displays all of the details about a project. If an alert message is defined for the project then it will display at the top of the overview. Below the alert message are the project name, Options list (explained later), star and print buttons. Clicking on the star will toggle whether or not this project is starred by you. Starred items will have an orange star icon throughout JForce and will show up on your Dashboard. Clicking the print button will display the overview in a popup window. This allows you to print just the overview and not the rest of the information on your site.

The Project Details section outlines who the leader of the project is, what client company the project is associated with, when the project starts, and the project status. Below the Project Details is the description of the project. The Progress section shows the progress meter, which is the total number of completed milestones and tasks in the project divided by the total number of milestones and tasks in the project. The Project People section displays the names of people who are assigned to the project. If your Access Role allows you to view a person then their name will appear as a link. Clicking a person's name will redirect to the person overview for that person where you can see their details. The Calendar section provides links to view the calendar for the project, get an RSS feed of activity on the project, or download an ICS file of the project calendar. The project calendar will only display tasks, quotes, and invoices on the project as well as all events that you are assigned to or have created.

The Active Milestones section displays the first 5 milestones that are due in the future and have not yet been completed. If there are more than 5 active milestones for the project and you would like to see more, a "Show All" link will display at the bottom of the list. Clicking "Show All" will reveal the rest of the active milestones for the project. To hide the extra milestones you can click "Hide Extras".

The Recent Activities section displays a list of items in the project that have been created, modified, or deleted. The number of days of recent activity is controlled by the Latest Activity field on the project form. The possible values are between 1 and 7 days worth of recent activity.

project-overview

If your Access Role allows you to create projects, then you will see a Options list to the left of the star icon. Hovering over the Options list will reveal a menu where you can edit the project, send a reminder email to the people assigned to the project, or copy the project.

project-overview-options