Projects - Events

See Also

 

This screen shows every appointment, milestone or To-Do item with a due date created for the projects.

 

Filters

You can filter the list of events by type, assigned team member or contact, or a specific date range. Any combination of filters can be used.

 

Rows:

Select the number of rows you want to see on the grid. The options range from 15 to 500. EngineerOffice memorizes the number of rows selected by you and displays the same next time you log in.

 

Action

 

New:

Select this option to add a new event to this project.

 

List:

Choose this option to display all current project events in a List view.

 

Add:

The Events portal includes an Add Item row which provides a shortcut for adding Events. Enter event details (for example, date, time, contact, etc.) in the adjacent fields and click this button to create the event.

 

Grid

You can click on a row to see an event's details.

 

Date:

Displays the date on which the event is scheduled.

 

Start:

Displays the event's start time.

 

End:

Displays the event's end time.

 

Hrs:

The time allotted for the event.

 

Title:

A description of the event.

 

Contacts:

Name of the event attendees. When creating a new event, EngineerOffice pre-fills the default contact name but you can change it.

 

Users:

The employee who created the event.

 

Type:

The type of event (for example, appointment, milestone, and to-do item).

 

Status:

Displays the event's status (for example, pending or completed).

 

Delete :

Click to remove the selected event from the grid.

 

Button Panel

Search :

Use this search field to quickly locate projects. The field's predictive search instantly display results as you type in this field.

 

Active only:

Mark this check box to search only the active projects.

 

Previous:

Click to display the previous project record.

 

Next:

Click to display the next project record.

 

Help:

Opens the EngineerOffice 2016 Help in the Projects section.

 

Action

 

New:

Select to create a new project.

 

Duplicate:

Select to duplicate an active project record.

 

Delete:

Select to delete a project. This is a secure privilege available only when specifically allowed in the Preferences screen.

 

My List:

Select to view projects assigned to you.

 

List

Select to view a list of all projects.

 

Find:

Use this option to locate projects matching specific criteria, with the resulting Found Set displayed in the List View.

 

Re-Find:

Select to return to the last Find criteria so you can modify the requests before executing the search.

See Also