2.0 - General Navigation Print

The Project Manager Top-Down Navigation for wbTeamPro is designed to provide quick access to project elements.  To access the Project Manager you will click on the "Projects" tab from the main menu.

Project Management is organized into the following filterable lists:

1. Projects - by default this page will display all projects found in the system.  Projects marked to be invisible will only be shown if viewed by the Manager or Assigned administrator.
   1. Assigned Projects - this listing will display only projects that have been assigned to the viewing administrator.
   2. My Projects - this listing will display only projects that are managed by the viewing administrator.
2. Actions - by default
   
   1. Assigned Actions - this listing will display only actions that have been assigned to the viewing administrator.
   2. My Actions - this listing will display only actions that are managed by the viewing administrator.
3. Files
   1. My Files - this listing will display only files that are owned and started by the viewing administrator.
4. Discussions
   1. My Discussions - this listing will display only discussions that are owned and started by the viewing administrator.
5. Tickets
   1. My Tickets - this listing will display only tickets that have been related to projects managed by the administrator.
6. Time Logs
   1. My Time Logs - this listing will display only time logs that are owned by the viewing administrator.

Page Navigation Bar

Located at the top of each Management Navigation list below the search filters is a navigation bar displaying the total records found for your query. The results for your query are divided into pages based on the "page_listing_limit" value defined in the configuration. The "Prev" and "Next" and "Jump To Page" selection provides alternate methods for traversing your filtered results.

Sorting Lists

All Top-Down management lists can be re-ordered by selecting the appropriate header for the column you wish to sort.  An arrow will be visible on the column that is currently used for sorting.  Clicking on the header a second time will reverse the order of sort.

Filtering Navigation Lists

Located at the top of each Management Navigation list is a set of filters, initially hidden under the "Search/Filters" tab.  If filters are activated, the "Search/Filters" tab will automatically expand after each page refresh. While most fields of the "Search/Filters" area are designed to automatically refresh the page once changed, the Project and Client selection dialogs will not automatically refresh the page upon change.  To manually refresh the Filter after changes are made, press the "GO" button found on the Page Navigation bar.

Exporting Data

The Project, Action, and Timelog lists provide an export feature that will generate a CSV (Comma Seperated Values) file that you may download and use with applications like Google Docs Spreadsheet.  On pages where exporting is available, the "Export" button will be shown on the Page Navigation bar for the listing.  The export feature will utilize the Filter criteria specified for the list, allowing you to export items that are most relevant.  Export lists are not divided into pages and will include all records found for the query.

Visible Project Filtering

Inherent in every manageable list is a filter that restricts the display of projects and project related assets from non-privledged administrators when the "Visible Status" of a project is configured.  Learn more about Visible filtering under the Project Editing section.

Dynamic Selections

Included with wbTeamPro is a dynamic Client and Project selector that integrates with existing "Client" dialogs throughout the WHMCS system, providing a simplified method for searching and selecting the appropriate Project or Client ID for the field or filter.

When Dynamic Selections are available, the Magnifier icon will appear to the left of the input field.  Click on the Magnifier icon to open / close the selection dialog.  Using the query search field you can enter your criteria and the list will automatically update with matching results.  To select a result simply click on the desired row and the value will be inserted into the original field.