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User Interface

Table of Contents

Main Window #

The main window is maximized and divided into two main sections (tabs):

  1. List Tab: Shows a list of all projects.
  2. 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).
    • 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.

How to Use the Module