Project Center - Files Tab

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Navigation

 

The Files tab of the Project Center displays all the linked files and web references associated with the selected project, irrespective of the screen from where they were attached or added. It also displays all the documents, links and files associated with the projects.

 

The following are descriptions of fields on this screen:

 

View By:

You can choose to view the linked documents and web references based on the screen selected here. For example, Time Entry, Project, Client, Employee, Vendor Bills, Invoice, etc. You can also choose to view all the attachments.

 

Period:

The period determines the time frame for which the attachments will be displayed in the grid. You can choose to view all or selected attachments for This Month, Last Month, etc. You can also choose to view these files for a Custom period or All. When the Custom option is selected, you must select the Period From-To date ranges from the drop-down calendars.

 

From-To:

If you select Custom from the Period drop-down list, use these date fields to specify the start and end dates of the period within which you would like to view the attachments.

 

Grid

 

The data displayed in the grid can be sorted by clicking on any column header.

 

Date:

Date on which the file, web link or document was attached to the Web Suite record.

 

Item ID:

Displays Project ID, Employee ID, Client ID, Vendor Bill #, etc. in case the file has been attached to a record in any of these master screens. However, if a file has been attached with a time record or an expense record, it will display Time Entry or Expense Log, respectively.

 

Module Name:

Displays the name of the source from where a file or web reference has been linked—project, client, vendor, invoice, etc.

 

Description:

Displays the description of the attached file as File: File Name (with extension). It is an editable field. For web links, it displays the description entered by you for the link being copied.

 

Attached By:

This is the ID of the person who has linked files or web references to any Web Suite record.

 

File Name:

Displays the name of the file that has been attached to the Web Suite record. It is basically a hyperlink that takes you to the actual file or web address upon clicking. For web links, it displays 'Linked via URL'.

 

Save:

Click to save changes made to the Description field.

 

Delete :

Click to remove an attached document or link.

 

Files Button Panel

 

Help:

Click to access the Web Suite Help in the Project Center-Files section.

 

Refresh:

Retrieves the latest data from the database and displays it on the screen.

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