FAQs
Help Topics
| Project Overview |
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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.
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.
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