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Description of the Menu Project - Metis Documentation

Description of the Menu Project

From Metis Documentation

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(Update of contents)
(Update of contents)
 
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[[File:MetisSmartQuotesMultipleSubSystemDescriptionWindow.PNG|center]]
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[[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]]
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[[File:MetisSmartQuotesAddressesandContactsRoleSelectionWindowAddressTab.PNG|800×586px|center]]
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[[File:MetisSmartQuotesAddressesandContactsRoleSelectionWindowContacttab.PNG|center]]
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[[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:
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[[File:MetisSmartQuotesAddressesAndContactsRolesTooltip.PNG|center]]
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[[File:MetisSmartQuotesAddressesAndContactsRolesTooltip.png|center]]
}}
}}
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[[File:MetisSmartQuotesAddressesAndContactsRolesSelectionWindowItemsSelected.PNG|center]]
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[[File:MetisSmartQuotesAddressesAndContactsRolesSelectionWindowItemsSelected.PNG|800×586px|center]]
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{{Video
{{Video
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| <mediaplayer width='400' height='300'image='http://www.xpert-technologies.ch/mediawikidev/images/d/dc/Defining_a_company_or_a_contact_at_various_levels.png'>File:Associating_a_company_and_contact_person_to_various_levels.mp4</mediaplayer>
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| <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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!!! path to the correct image once imported in the wiki !!!
 
== 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
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| <mediaplayer width='400' height='300'image='http://www.xpert-technologies.ch/mediawikidev/images/d/dc/Edit_a_project_offer_system_subsystem.png' >File:Edit_a_project_offer_system_subsystem.mp4</mediaplayer>
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| <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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!!! Change the path to the image once imported in Wiki !!!
 
=== 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:
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[[File:MetisSmartQuotesVariantAnotherProject.png|center]]  
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[[File:MetisSmartQuotesVariantAnotherProject.PNG|center]]  
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{{Video
{{Video
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| <mediaplayer width='400' height='300'image='http://www.xpert-technologies.ch/mediawikidev/images/d/dc/CreatingVariantOffer.png' >File:Create_Duplicate_Offer.mp4</mediaplayer>
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| <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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!!! Insert updated video + correct path to the image once imported to the wiki !!!
 
== 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:
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[[File:MetisSmartQuotesCopySystemFromProjectMenu.PNG|850x750px|center]]
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[[File:MetisSmartQuotesCopySystemFromProjectMenu.PNG|center]]
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[[File:MetisSmartQuotesPasteSystemFromProjectMenu.PNG|850x750px|center]]
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[[File:MetisSmartQuotesPasteSystemFromProjectMenu.PNG|center]]
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{{Video
{{Video
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| <mediaplayer width='400' height='300'image='http://www.xpert-technologies.ch/mediawikidev/images/d/dc/Copying_a_system_from_project_menu.png'>File:Copying_a_System.mp4</mediaplayer>
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| <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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!!! Change path to the image once imported in the wiki !!!
 
== Preview  ==
== Preview  ==
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[[File:MetisSmartQuotesOfferHistoryWindow.PNG|center]]
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[[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.

Latest revision as of 08:32, 6 May 2014

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