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Exact Synergy Enterprise   
 

Customizing Information and Layout in View Mode of Project Cards

Introduction

At this screen, you can customize the information and layout of the information to be displayed in the view mode of project cards. You can also move the different sections and/or fields around. Some sections allow you to change the number of columns to be displayed for that section.

Menu path

To customize the view mode of project cards:

  • Go to Project/Reports/Search/Projects, define the relevant criteria (if any) and click Show. Then, click the hyperlinked project code under the Project column.
  • Go to Project/Reports/Projects/My projects, define the relevant criteria (if any) and click Show. Then, click the hyperlinked project code under the Project column.
  • Click Projects on the left menu to display the projects that you are a member of. Then, click the hyperlinked project code under the Project column.

Then, click at the title bar.

Roles & rights

To customize the information and layout in the view mode of project cards, function right 322 – Maintain project settings is required. Users with the Project administrator and Production manager roles have this function right. The customization is applicable only to Corporate level roles.

For more details on what you can do with function rights or levels, go to System/Setup/Security/Function rights, select the required module, and then click on the relevant ID. To find out the functions you can perform with a particular role, go to System/Setup/Security/Roles, type in the description, click Refresh, and then click the required link under the Role column.

Button

Save

Click this to save the customization.

Reset

Click this to reset the customization to the default customization.

Advanced

Click this to customize the access to the information in the project card. For more information, see Customizing Access to Information in View Mode of Project Cards.

Close

Click this to exit.

Description

Mode

This displays Project - Read which indicates that you have accessed the customization screen from the view mode of a project card. This information cannot be edited.

Type

This displays the type of the corresponding project. There are a few possible types: Internal, Fixed, Time & Material, and Training. For more information, see Creating and Modifying Projects.

*General, Contract, Picture, *Remarks, *Monitor, Financial, Management, Children, Members, and Requests (Recent) sections

The following is a sample screen:

Select the check box in the header to display the corresponding section in the card. “*” indicates that the check boxes are selected by default.

Select the individual check boxes to display the corresponding fields in that section of the card. Some check boxes are pre-selected and cannot be edited.

Related document

     
 Main Category: Support Product Know How  Document Type: Online help main
 Category: On-line help files  Security  level: All - 0
 Sub category: Details  Document ID: 19.873.565
 Assortment:  Date: 13-12-2010
 Release:  Attachment:
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