Manual: User Interface

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[edit] The User Interface

Contents

Figure 2.1
Figure 2.1

[edit] Workspace Tabs

The workspace tabs are located on the top of the window. With these tabs, you can easily change between the three types of workspaces.

  • Personal
  • Business
  • Projects

[edit] Navigation Bar

The navigation bar is located on the left of each page and appears slightly different depending of the type of workspace you are currently in. On the navigation bar, you will always find the available modules for the workspace. Although the navigation bar modules are shown for the Personal Workspace, Project Workspace, or Business Workspace, you will need to click a particular project workspace or business workspace to view the navigation bar and modules.


Below you will find an example of the Project Workspace navigation bar.

Navigation Bar


The navigation bar is located on the left of each page and appears slightly different depending of the type of workspace you are currently in. On the navigation bar, you will always find the available modules for the workspace.

Although the navigation bar modules are shown for the Personal Workspace, Project Workspace, or Business Workspace, you will need to click a particular project workspace or business workspace to view the navigation bar and modules.

The Navigation Bar modules will change with each workspace.

Further information on the navigation bar can be found in the chapters about each workspace type in this manual.

[edit] Modules

The modules are groups of functionality within workspaces. The modules available to each Project.net workspace are described in the section for that workspace. Your ability to use each module in the project and business workspaces depends on the permission of your assigned roles and/or individual permission in these workspaces. These permissions can vary from project to project as well as from business to business.

However, you can always use all the displayed modules in the Personal Workspace.

[edit] Navigation Path Indication

Note: The navigation path is not visible in Figure 2-1. This function is only available in the Project and Business Workspaces.

The navigation path is displayed at the top of the page. This provides an indication of where you are in the application. You can return to a previous level by clicking on that level in the navigation path.

In the document module, you will see additional information about your location within the folder structure. This indication will be above the file listing channel bar.

[edit] Help Functions

Refer to the associated number in the Figure 2-1. The Help feature offers general assistance as well as information about a particular page. Two help functions are available on Project.net:

  • General Help - located at the top right of the user interface.
  • Context-sensitive Help - accessible via the help button on the action tool bar.

Figure 2-6

Currently, Help does not include an index or a search feature.

[edit] Search the Workspace

You can search for several types of objects within the workspace.

Enter a key word or phrase into the search box.

  • Select the area to be searched from the drop-down list (all, documents, tasks, deliverables, discussion, calendars, or forms).
  • Select the Go button.

[edit] Action Tool Bar

The action tool bar is a set of icons located at the top of the content area in the upper right hand corner of each page. These icons can change depending upon the workspace you are in (Personal, Project, Business) and where you are in that specific workspace.

The icons appear as follows:

The action toolbar’s functions vary slightly for each workspace type as well as from module to module. Only certain actions are available for a given page. When an action is not available for a module, the icon for that action will be “greyed out”, such as:

The functions are applied to the current module or to a selected item on the current page.

Clicking the “Create” action button on the document vault page will create a new document in the folder currently being viewed.

Clicking the “Remove” action button on the document vault page requires that the user select a file or folder to remove.

For new users, the appearance or disappearance of icons in the action tool bar can sometimes be confusing, but once you identify the actions associated with the icons and understand the reason why some icons are not always present, the icons provide a fast method for completing tasks.

When an action is not available for a page, that icon is disabled (grayed out). The available actions tools are:

Icon Action Description

Create *Create a new item. Depending on the module, this will create a new document, discussion post, etc.

Modify *Modify the selected/current item.

Remove *Remove the selected/current item.

Refresh *Refresh the information on the current page. If the page is a form, this will reset all form values to their original values.

Properties Display the properties of the selected / current item.

Copy Copy the selected / current item.

Link Link other information to this item, i.e. link documents or issues to a task.

Workflow Add the selected item to a workflow envelope. This opens the workflow envelope wizard.

Search Search for information within the current workspace.

Notify Use this icon to select a document or object that you wish to subscribe to delayed notification.

Help Display context-sensitive help for the current module / item / object.

Security This icon will show the current security access level and/or the required security to view, modify, or perform any other functions on the selected object.

Table 2-1

[edit] Channel Manager

Refer to the associated number in Figure 2-1.

Channels divide up the workspaces. Think of channel bars as another way to display topics visually. The channels can differ depending upon your workspace. For the personal workspace, the channels include Site Status, My Projects, New Items, Upcoming Meetings, Documents Checked Out by Me, and Workflow Inbox.

The Channel Manager allows you to control the appearance of your dashboard. You may choose to display a channel or “roll up” the contents of the channel. Figure 2-10 Click the or buttons to collapse or expand a channel (“roll up”). If you do not want a channel to appear in your content area, click on the to remove it.

[edit] Enabling and Disabling Channels

Figure 2.11
Figure 2.11

Figure 2-11

To enable channels on a workspace dashboard page:

  • Go to the specific Workspace. This can be a Personal, Project, or Business workspace. The dashboard of the workspace appears.
  • Select either the Personalize this Page link directly, or
  • Click the Setup module on the navigation bar, and click the Dashboard Settings in the Personal Setup module area.
  • The Channel Manager appears; refer to Figure 2-11 (this example is a Personal Workspace).
  • Select the channels that you want to appear on your workspace.
  • Click the Submit button to finish the occurrence.
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