Projects
The Projects page is the homepage of the Planning section. It provides an overview of the existing projects and their chronological order.
Page Overview
The main part of the screen is divided into the following three areas:
Action bar: The user can filter and search for projects and create new projects here. The date range of the timeline can be scrolled through, taking into account the zoom level. The print dialog can export the project list and the timeline. The whole page can also be refreshed here.
Project list: The overview shows the names of the projects including logo, customer and project details. Projects can be edited, copied or deleted via the context menu.
Timeline: The project period (depending on the zoom level) is displayed for each project.
The sidebar can be minimized using the arrow symbol at the top to enlarge the display area. The minimized sidebar only displays the icons. It can be expanded again in the same way.
Navigation / Action bar
The Filter allows you to restrict the project list using predefined criteria. For the selection Customer, one or more customers can be selected from the entirety of all customers. The same applies to the Status, whereby this can be set in the respective project card.
For Favorite and Tentative there is the option to include or exclude them. Both criteria are also displayed in the project list in the form of an icon. The Tentative indicator can also be set in the project card. All set filters are displayed to the right of the button.
Search enables a free text search within the projects.
A new project can be created via NEW, which will open the project card.
Further on the right-hand side, the arrow buttons to the right and left of Today can be used to scroll through the date range displayed below, depending on the zoom level (+/-) set, which can be adjusted using the magnifying glass symbols. Next to this are the Print and Refresh page functions.
Project list
The projects are displayed here, taking into account the set filters. For visual differentiation, the optional project logos are displayed to the left of the project name. The name of the customer and the project period are displayed below. Click on the project to open the project plan.
A question mark (?) indicates that this project has been marked as Tentative. A star marks it as a Favorite. Both criteria can be used to filter the project list.
Via the context menu, the selection Edit opens the Project card. The selection Copy creates a copy of the project, Delete removes it.
A template project can be created for projects with a similar structure, which can then be used to quickly create project plans for similar customer projects. This template project can be copied if required.
Timeline
To the right of the projects, the temporal extent of the projects (depending on the zoom level) is displayed.