Description of the Menu Project
From Metis Documentation
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| - | [[File:MetisSmartQuotesMultipleSubSystemDescriptionWindow. | + | [[File:MetisSmartQuotesMultipleSubSystemDescriptionWindow.png|center]] |
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The [[#Addresses Tab | Addresses tab]] is also available at the subsystem level. It is described in a [[#Addresses Tab | separate section below]]. | The [[#Addresses Tab | Addresses tab]] is also available at the subsystem level. It is described in a [[#Addresses Tab | separate section below]]. | ||
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=== Addresses Tab === | === Addresses Tab === | ||
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| - | [[File:MetisSmartQuotesAddressesandContactsRoleSelectionWindowAddressTab.PNG|center]] | + | [[File:MetisSmartQuotesAddressesandContactsRoleSelectionWindowAddressTab.PNG|800×586px|center]] |
| - | [[File:MetisSmartQuotesAddressesandContactsRoleSelectionWindowContacttab.PNG|center]] | + | [[File:MetisSmartQuotesAddressesandContactsRoleSelectionWindowContacttab.PNG|800×586px|center]] |
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{{Note | {{Note | ||
| When the table is populated, a tool-tip displays the full name of the role when the Smart Quotes user hovers the mouse over a cell, as shown in the following example: | | When the table is populated, a tool-tip displays the full name of the role when the Smart Quotes user hovers the mouse over a cell, as shown in the following example: | ||
| - | [[File:MetisSmartQuotesAddressesAndContactsRolesTooltip. | + | [[File:MetisSmartQuotesAddressesAndContactsRolesTooltip.png|center]] |
}} | }} | ||
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| - | [[File:MetisSmartQuotesAddressesAndContactsRolesSelectionWindowItemsSelected.PNG|center]] | + | [[File:MetisSmartQuotesAddressesAndContactsRolesSelectionWindowItemsSelected.PNG|800×586px|center]] |
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{{Video | {{Video | ||
| - | | <mediaplayer width='400' height='300'image='http://www.xpert-technologies.ch/mediawikidev/images/ | + | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/f/f9/VID_Associating_a_company_and_contact_person_to_various_levels.png'>File:Associating_a_company_and_contact_person_to_various_levels.mp4</mediaplayer> |
| How to define a company or a contact person at the project, offer, system or a subsystem level. | | How to define a company or a contact person at the project, offer, system or a subsystem level. | ||
}} | }} | ||
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== Delete == | == Delete == | ||
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When deleting a system or a sub-system, the following pop-up window appears: | When deleting a system or a sub-system, the following pop-up window appears: | ||
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[[File:MetisSmartQuotesConfirmDeleteSystemSubsystem.PNG|center]] | [[File:MetisSmartQuotesConfirmDeleteSystemSubsystem.PNG|center]] | ||
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When deleting an offer, the ''Delete Offer'' window appears as shown in the following example: | When deleting an offer, the ''Delete Offer'' window appears as shown in the following example: | ||
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[[File:MetisSmartQuotesDeleteOfferWindow.png|center]] | [[File:MetisSmartQuotesDeleteOfferWindow.png|center]] | ||
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When deleting the entire offer, the following pop-up window appears: | When deleting the entire offer, the following pop-up window appears: | ||
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[[File:MetisSmartQuotesConfirmDeleteOffer.PNG|center]] | [[File:MetisSmartQuotesConfirmDeleteOffer.PNG|center]] | ||
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When deleting a project, the ''Delete Project'' window appears as shown in the following example: | When deleting a project, the ''Delete Project'' window appears as shown in the following example: | ||
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[[File:MetisSmartQuotesDeleteProjectWindow.PNG|center]] | [[File:MetisSmartQuotesDeleteProjectWindow.PNG|center]] | ||
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When deleting the entire project, the following pop-up window appears: | When deleting the entire project, the following pop-up window appears: | ||
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[[File:MetisSmartQuotesConfirmDeleteProject.PNG|center]] | [[File:MetisSmartQuotesConfirmDeleteProject.PNG|center]] | ||
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| If companies and contact persons have been defined at the project level, they are automatically deleted with the project. | | If companies and contact persons have been defined at the project level, they are automatically deleted with the project. | ||
}} | }} | ||
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== Edit == | == Edit == | ||
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{{Video | {{Video | ||
| - | | <mediaplayer width='400' height='300'image='http://www.xpert-technologies.ch/mediawikidev/images/ | + | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/2/2b/VID_EditProjectOfferSystemSubSystem.png'>File:Edit_a_project_offer_system_subsystem.mp4</mediaplayer> |
| How to edit a project, an offer, a system or a subsystem. | | How to edit a project, an offer, a system or a subsystem. | ||
}} | }} | ||
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=== Edit Project === | === Edit Project === | ||
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The available properties are identical to the ones in the [[Description of the Menu Addresses#Creating a Contact Person | Contact window]]. | The available properties are identical to the ones in the [[Description of the Menu Addresses#Creating a Contact Person | Contact window]]. | ||
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== Duplicate == | == Duplicate == | ||
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Upon clicking on the ''Duplicate'' button, the ''Create a Variant'' window appears as shown in the following example: | Upon clicking on the ''Duplicate'' button, the ''Create a Variant'' window appears as shown in the following example: | ||
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[[File:MetisSmartQuotesCreateVariantWindow.PNG|center]] | [[File:MetisSmartQuotesCreateVariantWindow.PNG|center]] | ||
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By default, the variant offer is assigned to the current project. The current project name, its reference and its creation date are displayed in the window. To assign the variant offer to a different project, click on the project selection icon ([[File:MetisSmartQuotesProjectSelectionIcon.PNG]]). This opens the ''Select a Project'' window as shown in the following example: | By default, the variant offer is assigned to the current project. The current project name, its reference and its creation date are displayed in the window. To assign the variant offer to a different project, click on the project selection icon ([[File:MetisSmartQuotesProjectSelectionIcon.PNG]]). This opens the ''Select a Project'' window as shown in the following example: | ||
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[[File:MetisSmartQuotesSelectAProject.PNG|center]] | [[File:MetisSmartQuotesSelectAProject.PNG|center]] | ||
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The Smart Quotes user can search for a specific project by defining some search criteria. Once the Smart Quotes user has selected the desired project, the ''Create a Variant'' is displayed again. Data regarding the project is updated to display the name, the reference and the creation date of the selected project, as shown in the following example: | The Smart Quotes user can search for a specific project by defining some search criteria. Once the Smart Quotes user has selected the desired project, the ''Create a Variant'' is displayed again. Data regarding the project is updated to display the name, the reference and the creation date of the selected project, as shown in the following example: | ||
| - | + | [[File:MetisSmartQuotesVariantAnotherProject.png|center]] | |
| - | [[File:MetisSmartQuotesVariantAnotherProject. | + | |
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{{Video | {{Video | ||
| - | | <mediaplayer width='400' height='300'image='http://www.xpert-technologies.ch/mediawikidev/images/ | + | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/2/2a/VID_CreatingVariantOffer.png'>File:Create_Duplicate_Offer.mp4</mediaplayer> |
| How to create a variant offer. | | How to create a variant offer. | ||
}} | }} | ||
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== Copy / Paste == | == Copy / Paste == | ||
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When copying a system or a sub-system which has companies and contacts or sub-systems linked to it, these pieces of information are not kept when pasting the system or the sub-system. Only the system is copied as shown in the following example: | When copying a system or a sub-system which has companies and contacts or sub-systems linked to it, these pieces of information are not kept when pasting the system or the sub-system. Only the system is copied as shown in the following example: | ||
| + | [[File:MetisSmartQuotesCopySystemFromProjectMenu.PNG|850x750px|center]] | ||
| - | [[File: | + | [[File:MetisSmartQuotesPasteSystemFromProjectMenu.PNG|850x750px|center]] |
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{{Video | {{Video | ||
| - | | <mediaplayer width='400' height='300'image='http://www.xpert-technologies.ch/mediawikidev/images/ | + | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/7/74/VID_Copying_a_system.png'>File:Copying_a_System.mp4</mediaplayer> |
| How to copy a system. | | How to copy a system. | ||
}} | }} | ||
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== Preview == | == Preview == | ||
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| - | [[File:MetisSmartQuotesOfferHistoryWindow.PNG|center]] | + | [[File:MetisSmartQuotesOfferHistoryWindow.PNG|750×500px|center]] |
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| If the Smart Quotes user is logged into a child version as a Nomad user, the name of the gateway user appears in the ''User'' column. | | If the Smart Quotes user is logged into a child version as a Nomad user, the name of the gateway user appears in the ''User'' column. | ||
}} | }} | ||
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== Close == | == Close == | ||
The ''Close'' button allows the Smart Quotes user to close the current project. The button is active only at the project or offer level. | The ''Close'' button allows the Smart Quotes user to close the current project. The button is active only at the project or offer level. | ||