Exact Synergy Enterprise

Customising information and layout in View Mode of project cards

Introduction

You can customise the information and layout of the information to be displayed in the view mode of project cards. You can also move the different sections and/or fields around. Some sections allow you to change the number of columns to be displayed for that section.

Menu paths

To customize the view mode of project cards:

Go to Project > Reports > Search > Projects, define the relevant criteria (if any) and click Show. Then, click the project code in the Project column.
Go to Project > Reports > Projects > My projects, define the relevant criteria (if any) and click Show. Then, click the project code in the Project column.
Click Projects on the left menu to display the projects that you are a member of. Then, click the project code under the Project column.

Then, click Customize icon at the title bar.

Roles & rights

You can customise the information and layout in the view mode of project cards for the Personal or Corporate template. To customise the layout for the personal template, you need function rights 899 - Customize person-specific project card or 322 – Maintain project settings. Users with the Project Customization, Hour Entry, and Project manager roles have this function right.

To customise the layout for the corporate template, you need function right 322– Maintain project settings. Users with the Project administrator and Production manager roles have this function right. The customisation is applicable only to Corporate level roles.

For more details on what you can do with function rights or levels, go to System > Setup > Security > Function rights, select the required module, and then click on the relevant ID. To find out the functions you can perform with a particular role, go to System > Setup > Security > Roles, type in the description, click Refresh, and then click the required link in the Role column.

Buttons

Save

Click this to save the customisation.

Reset

Click this to reset the customisation to the default customisation.

Advanced

Click this to customise the access to the information in the project card. For more information, see Customizing Access to Information in View Mode of Project Cards.

Close

Click this to exit.

Fields

Card:Template

Select the Personal or Corporate template.

Personal: You can tailor the view of a specific project card. The layout applies only to you and the current project. Each user can define one layout per project. Note that the customisations do not carry over to other projects or other users. If reset, the system falls back to the corporate customisation.
Corporate: You can tailor the view of the project card across all projects of the same type. If reset, the system falls back to the default layout.

Mode

This displays Project - Read, which indicates that you have accessed the customisation screen from the view mode of a project card. This information cannot be edited.

Type

This displays the type of the corresponding project. There are a few possible types: Internal, Fixed, Time & Material, and Training. For more information, see Creating and Modifying Projects.

General, Contract, Picture, Remarks, *Monitor, Financial, Management, Children, Members, and Requests (Recent) sections

Select the check box in the header to display the corresponding section in the card. “*” indicates that the check boxes are selected by default.

Select the individual check boxes to display the corresponding fields in that section of the card. Some check boxes are pre-selected and cannot be edited.