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All Projector installations come with default groups that many Professional Services organizations would want to use as a starting place. This table summarizes them.
| Name | Target Audience | Default Tabs |
|---|---|---|
| Delivery or OPS Manager |
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| Finance Manager |
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| Project Manager |
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| Projector Administrator |
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| Resource Manager |
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| Scheduler |
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Manage Tabs
Projector tabs offer a number of management features. Please review the details below.
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Add tabs by choosing from the View menu. Additional choices are:
Menu Option | Description |
|---|---|
Clients | Client Browser for searching, creating and editing client information |
Projects | Project Browser provides more advanced methods to search for projects, such as based on cost center or location. |
Project Dashboard | Project Dashboard displays profitability and budget status of projects against budget alerts and KPIs |
Resourcing Dashboard | Resourcing Dashboard displays all scheduling activities happening in your organization at any point in time |
Resources | Resource Browser to view resource availability |
Roles | Role Browser to view outstanding role requests |
Time Approval | Time Approval Tab to approve time cards |
Expense Report Approval | Expense Report Approval Tab to approve expense reports |
Time Browser | Time Browser to search for any time card in the system |
Expense Report Browser | Expense Report Browser to display expense reports, vendor invoices, and soft cost entries |
Payment Voucher Browser | Payment Voucher Browser to create, edit and modify payment vouchers |
Invoicing | Invoices Tab to display invoices, create, and issue invoices |
Reports |
Reports MP is used for creating, editing and running reports, as well as displaying a list of completed reports | |
Administration | Administration Console is used for configuration of your Projector installation |
Integration | Integration Tab provides a variety of tools for exporting data from Projector |
Rearrange Tabs
Tabs can be moved around with your mouse by dragging and dropping the tab to a new position within the group.
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To tear off a tab right-click on the tab's title, choose Tear off this tab. The tab will then appear in a separate window.
Memorize Search Fields
The following tabs will remember the last search query you ran.
- Projects
- Reports
- Invoices
- Resource Dashboard
- Resources
- Payment Vouchers