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.

Projects 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.

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.

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.