Overview

Blocks

Structure – The structure tree displays customers, their projects, and the phases added to those projects in hierarchical levels.

Order – Shows the customer name, project number with name, and phase code with name.

People – Displays the project manager assigned to the project, and the draftman and engineer assigned to the phase.

Volumes – Information comes from the phase. Displays total weight, total area, and total cost of the phase. Quantities are shown within the phase on a phase-specific basis.

Progress – Shows the phase status, phase deadline, and phase completion time.

Start Times – Department-specific start times assigned per phase.

Deadlines – Department-specific deadlines assigned per phase.

Expand / Collapse Rows

Keyboard shortcuts:

• Ctrl/Cmd + Shift + C – Collapse all rows
• Ctrl/Cmd + Shift + A – Expand all rows

Rows can be expanded or collapsed using the arrows on the customer and project rows.

Right-clicking on a customer, project, or phase row provides options to expand or collapse rows.

Expand one level

Collapse one level

Expand all levels

Collapse all levels

Filtering

Filters in the header:

• Status – Select which phase statuses to display
• Project Manager – Select which project managers’ phases to display
• Show Archived – Check to include archived stages in the list

You can also filter within column headers by:

• Typing a keyword, number, code, etc.
• Selecting from suggested values (e.g., technologists, statuses, dates, etc.)

Configuring Blocks / Columns

• Blocks can be collapsed or expanded by clicking on the block name
• Columns can be hidden or shown via right-click in the column header
• Columns can be resized (made wider or narrower)

After configuring, go to Settings and select Save UI Settings.