Table of Contents
Main Window #
The main window is maximized and divided into two main sections (tabs):
- List Tab: Shows a list of all projects.
- Edit Tab: Allows editing of a selected project’s details.
List Tab #
- Purpose: Displays a list of projects for viewing, selecting, or creating new ones.
- Components:
- Title: Displays “Projects” at the top.
- Buttons:
- New: Creates a new project.
- Open: Opens a selected project for editing.
- Menu: Offers additional options like saving or resetting the list layout.
- Checkbox: “Templates” filters the list to show only template projects.
- Grid:
- Shows projects in English or Thai, depending on the language setting.
- Columns include Project ID, Status (with icons for Pending, Active, Cancelled, Template), Project Number, Description, Customer, Reference, Start/End Dates, User, and Totals (cost, hours, materials, tasks).
- Features: Search bar, double-click to edit, summary counts at the bottom.
- Actions:
- Double-click a project to edit it.
- Right-click for options like deleting or editing a project.
Edit Tab #
- Purpose: Allows editing of a project’s details, including components, materials, and tasks.
- Components:
- Buttons:
- Back: Returns to the List tab.
- New: Creates a new project.
- Save: Saves changes.
- Menu: Additional options (extendable).
- Actions: Options for scheduling or linking to transactions.
- Fields:
- Status: Dropdown to set project status (Pending, Active, Cancelled, Template).
- Project Number: Text field (English and Thai).
- Name/Reference: Text fields for project name (English and Thai).
- Start/End Dates: Date pickers (English and Thai).
- Description/Note: Text area for detailed notes (English and Thai).
- Customer: Dropdown to select a customer.
- Totals: Displays total cost, hours, materials, and tasks (read-only).
- Sub-Tabs:
- Materials Tab:
- Grid: Lists materials with columns like Name, Quantity, Unit, Cost, Total, User, Note, and Last Transaction (colored based on status: Yellow=Pending, Blue=Active, Green=Completed).
- Buttons: Add Item, Copy Project, Export Materials.
- Checkboxes: Filter Materials (show specific materials), Show Notes (toggle note visibility).
- Tasks Tab:
- Grid: Lists tasks with columns like Name, Assigned To, Status, Due Date, Unit, Speed (units/hour), Cost, Quantity, Hourly Rate, Total Hours, and Total.
- Checkbox: Show Notes (toggle note visibility).
- Materials Tab:
- Components Grid (always visible in Edit mode):
- Columns: Name, Description, Dates, Time Span, Quantity, Unit, Totals (hours, materials, tasks), Category, User, Note.
- Features: Add, edit, move, copy, delete, or view notes.
- Buttons:
How to Use the Module