9 3:business portfolio

From Pnet-Community

Jump to: navigation, search

Contents

[edit] Where in Project.net

Business List

[edit] Business List Overview

The BUSINESS LIST page displays all the businesses that the logged in user is a member of. Details in this list include, The Business name, Type of Business, Number of projects in the Business and Number of people in the Business.

Business List
Business List

The user can create a new business, edit an existing business and delete a business from this page.

[edit] Toolbox

  • New Business - Selecting this allows the user to create a new Business.
  • Edit Business - Selecting this allows the user to modify details to a business already created.
  • Delete Business - Choosing this option alerts a popup on confirmation to delete the selected business in the list.
  • Export Tasks(CSV) - Choosing this option will facilitate the export of any selected business to be saved as a CSV file.
  • Export Tasks(Excel) - Choosing this option will facilitate the export of the selected Business list details to be saved as an Excel file.
  • Export MS Project Files - Choosing this option will facilitate the export of the selected Business list details to MS Project files.


Personal tools