Projects

From the Projects window, you can view and manage all projects stored on the currently connected server, allowing you to:

Review project information,
Delete projects,
Export projects,
Duplicate projects,
Categorise projects using the folder hierarchies.

There are three main sections in the Projects window: Project Folders, Projects List, and Project Management Tools.

Projects window

PROJECT FOLDERS

The Project Folders pane allows you to organise projects under a user defined folder structure to help categorise and tidy project storage for more efficient navigation.

When a folder is selected, available projects are displayed in the Projects List. To view all projects, click Show All Projects.

name	description
Create Folder	Creates a new sub-folder under the currently selected folder.
Delete Folder	Deletes the selected sub-folder. The Root folder cannot be deleted. Note: This will not delete any contained projects. Any projects left within a folder during deletion will be moved to the next available parent folder.
Expand All Folders	Will expand all project folders.
Collapse All Folders	Collapses all expanded project folders.
Root	This folder is the default folder used when creating a project. This can have sub-folders added and organised below.
Show All Projects	Shows all projects on the server, ignoring the folder structure.

PROJECT LIST

The Projects List displays the projects available within a selected sub-folder, along with a brief overview of each project’s details, allowing you to compare and review specific projects from the one folder level.

The columns in the Projects List can be filtered by clicking the Filter icon in the column headings or by right-clicking on a column header and selecting Filter Editor from the context menu.

name	description
Search	The Search field allows for the Projects list to be filtered based on the keywords entered.
Information	Displays specific information about the project. Example: The Password key icon indicates that a project requires a password to access the file. Note: This field is read-only and can only be changed when the project is opened from the Project Properties.
Name	This field is a unique identifier for all projects on the connected server. Note: This field is read-only and can only be changed when the project is opened from the Project Properties.
Path	Details the folder location of the project. The location can be changed by clicking the down arrow in this field and selecting the folder from the drop-down browser.
Tender Number	This can be supplied by the client or generated by another system and does not have to be unique. Note: This field is read-only and can only be changed when the project is opened from the Project Properties.
Client	Displays the name of the company/person that the Expert Estimation project is being created for. Note: This field is read-only and can only be changed when the project is opened from the Project Properties.
Type	The Project Type column displays a form of classification for each project. The Project Types available are Standard, Template, or Library. Note: This field is read-only and can only be changed when the project is opened from the Project Properties.
Status	The current status of a project and allows a user to keep track of its progression. Note: This field is read-only and can only be changed when the project is opened from the Project Properties.
Created	The date on which the project was originally created. Note: This cannot be modified and is automatically generated.
Created By	The username of the person who created the project. Note: This cannot be modified and is automatically generated.
Modified	The Modified column displays the day, date, and time on which the project was last modified. Note: This cannot be modified and is automatically generated.
Total	Displays the Project Total for a project. Note: A total will only display if a calculation has been run on the project.
Description	Additional information about the project to further define the purpose that the project serves. Note: This field is read-only and can only be changed when the project is opened from the Project Properties.
Project Reference Code	Displays a user defined code that can be referenced by other systems such as reporting APIs. Note: This field is read-only and can only be changed when the project is opened from the Project Properties.
Submission Due Date	Displays the due date on which the project is required for submission. Note: This field is read-only and can only be changed when the project is opened from the Project Properties.
Submitted Date	Displays the date on which the project was submitted. Note: This field is read-only and can only be changed when the project is opened from the Project Properties.
Base Currency	Displays the project's Base Currency set for the project. Note: This field is read-only and can only be changed when the project is opened from the Project Properties.
Project ID	Displays the unique code identifier for the project automatically generated by Expert Estimation. Note: This field is read-only.

PROJECT MANAGEMENT TOOLS

Within this section of the Projects window you, will have the ability to perform actions relevant to the selected project(s) in the projects section.

name	description
Refresh	Updates the Projects List when changes have not automatically populated.
Open	Loads the selected project into the client. Note: Only one project can be opened per instance of Expert Estimation.
Delete	Permanently deletes the selected project(s).
Export	Clicking the Export function opens a sub-menu that gives you the ability to make an external copy of the selected project(s). These exports are then able to be used as part of an import at a later time.
Copy as New	Clicking Copy as New button will duplicate the selected project as a new project and appends “(Copy)” to the end of the project name. Any security privileges applied to the selected project will also be applied to the new project.