Tab Groups and Tab Management

Tab groups are an extremely useful, if often underutilized, feature of Projector. With tab groups you can define a set of tabs configured to suit your current needs. For example, at the end of the month you may have a number of dashboards setup to review project performance to budget. You would setup a tab group for each of your engagement managers that includes all their engagements/projects and performance to budget. Then when you are ready to do invoicing you would switch to your invoicing tab group which includes your time review, cost review, and invoicing tabs. In this way Projector shows only the information most relevant to what you are currently working on. These tab groups can then be shared with other people in your organization.

Permissions and Settings

You must have the global permission System Settings set to Update in order to make modifications to public tab groups.

Tab Groups

Projector includes five pre-set configurations that describe various roles within a typical services organization. The project manager group show projects, time approval, expense approval and report tabs. Whereas a finance manager sees the invoice tab, expense browser, vendor invoices, and time browser. Experienced users or users with multiple roles in the organization often setup tab groups based on their workflow. Thus allowing them to quickly switch between different workflow views.

When you save a tab group, all your tab customizations are also saved. For example, if you had your projects tab set to query for a specific client, this query is memorized. In this way you can very carefully tailor the order of tabs, names of tabs, and what those tabs contain.

Switch Tab Group

Choose Tab Group | Display. Your current tab group is not automatically saved when you switch groups. If you have made important changes, please save them before switching groups or the changes will be lost.

Save Tab Group

Choose Tab Group | Save Current Configuration As | New Tab Group. Save to My Groups if this is just for you. Save to Public if you want everyone in your organization to have access to it.

Delete Tab Group

Choose Tab Group | Delete. Select the group you want to remove.

Rename Tab Group

Choose Tab Group | Rename. Select the group you want to rename.

Default Tab Groups

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		Home Projects Project Dashboard Resources Roles Resourcing Dashboard Time Invoices Reports
Finance Manager		Home Project Dashboard Time Expenses Payment Vouchers Invoices Reports Integration
Project Manager		Home Projects Resources Resourcing Dashboard Time Approval Expense Approval Invoices Reports
Projector Administrator		Home Client Browser Projects Expenses Reports Administration Integration
Resource Manager		Home Projects Resources Roles Resourcing Dashboard Time Approval Expense Approval Reports
Scheduler		Home Projects Resources Roles Resourcing Dashboard Reports

Manage Tabs

Projector tabs offer a number of management features. Please review the details below.

Add Tabs

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.

Close Tabs

To close a tab press the X in the upper right corner of the tab. This applies to all tabs except the Home tab, which may not be closed.

Scrolling Through Tabs

It is possible to open more tabs on the Projector Dashboard than can be viewed on the screen at one time. To scroll through all of the open tabs, press the left/right arrow buttons as shown below:

Rename Tabs

To rename the Project Browser tab right-click on the tab's title, choose Rename this tab. You can also rename by double-clicking on the tab name.

Copy Tabs

To copy a Project Browser tab right-click on the tab's title, choose Clone this tab.

Tear Off Tabs

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