Client and Project - Revision history

TR at 12:30, 29 May 2023

2023-05-29T12:30:33Z

TR at 07:20, 7 September 2016

2016-09-07T07:20:38Z

TR at 15:01, 14 September 2015

2015-09-14T15:01:08Z

TR at 13:27, 14 September 2015

2015-09-14T13:27:41Z

TR at 13:27, 14 September 2015

2015-09-14T13:27:24Z

TR at 13:27, 14 September 2015

2015-09-14T13:27:09Z

TR at 13:26, 14 September 2015

2015-09-14T13:26:43Z

JGE at 14:48, 24 August 2015

2015-08-24T14:48:06Z

JGE at 13:07, 21 August 2015

2015-08-21T13:07:42Z

TR at 14:31, 10 August 2015

2015-08-10T14:31:10Z

@@ Line 856: / Line 856: @@
 to documents that are connected to the project. The files are stored
 in one folder per project. Contact
-Kalin Setterberg for more information.
+Marathon support for more information.
 == Project printouts == <!--T:121-->

← Older revision		Revision as of 07:20, 7 September 2016
Line 943:		Line 943:
	\|}		\|}

−	<!--T:132-->
−	[[Category:PRO-PL-EN]] [[Category:Manuals]] [[Category:PRO]]

	</translate>		</translate>

@@ Line 4: / Line 4: @@
 <!--T:21-->
-This module contains information of all your clients and projects. In the
+This function contains information of all your clients and projects. In the
-first page you can see a list of all clients in the left part. When
+first tab, Client and Project, you can see a list of all clients in the left part. When
 you click on a client, all its’ projects are shown on the right
 screen side.
@@ Line 13: / Line 13: @@
 <!--T:23-->
-If you click on “All projects”, you will see a list of all projects, irrespective of clients.
+In the next tab “All projects”, you will see a list of all projects, irrespective of clients.
 <!--T:24-->
@@ Line 21: / Line 21: @@
 {| class=mandeflist
 |'''Due projects'''
-|By clicking “Due projects” you will see projects that have reached deadline. Also projects with anInvoice date that have no invoice printed out. This is only shown for project- and production managers of a project.
+|In the tab “Due projects” you will see projects that have reached deadline. Also projects with an invoice date that have no invoice printed out. This is only shown for project- and production managers of a project.
 |-
 |'''Only active'''
-|On both client and project sides you can select a list with only active.
+|In all these three tabs you can select to see only active projects.
 |-
 |'''Only own'''
@@ Line 161: / Line 161: @@
 <!--T:31-->
-New clients and projects can be entered directly in Client & Project.
+New clients and projects can be entered directly in Project/Queries.
 (New entries have to be activated by an administrator in
 Classic and you must have authorisation on user level.) The fields
@@ Line 281: / Line 281: @@
 |}
-=== Analysis === <!--T:41-->
+=== Project queries === <!--T:41-->
 <!--T:42-->
 This
 tab shows the current status of the project.
-You can deepen into any underlined heading.
+You can deepen into any underlined heading.Search the project you wish to analyse.
 <!--T:43-->

← Older revision		Revision as of 13:27, 14 September 2015
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	<translate>		<translate>
−
−	== Favourites in Marathon == <!--T:16-->
−
−	<!--T:17-->
−	The
−	favourite function is available in most of the tables in Marathon and
−	means that each user can select her/his own favourites. Right-click
−	in the table and select the column Favourites. Click in the white
−	cirles one or several times to determine colours.
−
−	<!--T:18-->
−	{{ExpandImage\|PRO-PL-EN-grafik28.png}}
−
−	<!--T:19-->
−	Create
−	a new favourite by selecting a row and then clicking in the
−	favourite-column. The favourite is marked with a circle. Switch
−	between favourites only and all posts by clicking the (empty)
−	headline of the favourite column. All
−	selection parameters are working in both modes, i.e. you can search
−	by quick search in your favourites and use other selections.

	== Client and Project == <!--T:20-->		== Client and Project == <!--T:20-->

← Older revision		Revision as of 13:27, 14 September 2015
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	<translate>		<translate>
−
−	== Tables in Marathon == <!--T:9-->
−
−	<!--T:10-->
−	{{ExpandImage\|PRO-PL-EN-grafik2.png}}
−
−	<!--T:11-->
−	Marathon’s
−	tables are very flexible for changes regarding their look. You can
−	select which columns you want to see, in what order they will be
−	seen, their width and how they shall be sorted. The
−	settings are saved for future logins.
−
−	<!--T:12-->
−	Click
−	on the grey box in the right end of the column heading line or click
−	with the right mouse button in the table. A selection window opens
−	where you can select and deselect
−	columns. Click OK.
−
−	<!--T:13-->
−	{{ExpandImage\|PRO-PL-EN-grafik3.png}}
−
−	<!--T:14-->
−	If
−	you want to move the columns in another order, drag and drop the
−	column heading to the place you wish, Marathon moves the underlying
−	columns so that they won’t get over each other. Pull the column
−	borders to adjust the column width.
−
−	<!--T:15-->
−	You
−	can select how to sort the column contents. When you select a column,
−	an arrow appears next to the heading. Click on the arrow to change
−	its position. Arrow up means that the biggest values are shown first
−	and arrow down that the smallest values are shown on top.

	== Favourites in Marathon == <!--T:16-->		== Favourites in Marathon == <!--T:16-->

← Older revision		Revision as of 13:26, 14 September 2015
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	<translate>		<translate>
−
−	== Start page == <!--T:1-->
−
−	<!--T:2-->
−	{{ExpandImage\|PRO-PL-EN-grafik1.png}}
−
−	<!--T:3-->
−	Marathon is divided into Frontoffice and Backoffice.
−	On the start page, the main menus are on the left side and the underlying programs of each menu on the right side.
−	Programs that you are not authorised to enter are deactivated (light grey).
−	A click on the Kalin Setterberg logotype brings you back to the start page.
−
−
−	<!--T:4-->
−	{\|class="colspaced firstcol-black"
−	\|-
−	\|[[File:Startsida.png]]
−	\|Brings you to the start page.
−	\|-
−	\|[[File:Sessionsfunktioner.png]]
−	\|A click on this symbol (or Alt+arrow down) shows alll functions that you have been using without closing them down. If the symbol is yellow, it means that one or several programs are in a sensitive mode and you must go and close them down before you can exit Marathon. Every time that you log out from Marathon, the list is emptied.
−	\|-
−	\|[[File:Backpilen.png]]
−	\|A click on the arrow takes you one step back.
−	\|-
−	\|[[File:Informationsruta.png]]
−	\|Shows your current location in Marathon.
−	\|-
−	\|[[File:Kugghjulet.png]]
−	\|Settings are available under the cog wheel.
−	\|}
−
−	<!--T:5-->
−	'''The following settings are available under the cog wheel'''
−	{\| class=mandeflist
−	\|'''Settings'''
−	\|General system settings. These settings are only valid for you as a user.
−	\|-
−	\|'''New password'''
−	\|Password change
−	\|-
−	\|'''Change company'''
−	\|Change to another company on the same Marathon installation.
−	\|-
−	\|'''Support'''
−	\|A support form that will be sent to Kalin Setterberg’s support desk.
−	\|-
−	\|'''Documentation'''
−	\|A link to docs.kase.se where you will find documentation of news in Marathon.
−	\|-
−	\|'''Printout'''
−	\|Prints out current screen view to a physical printer.
−	\|-
−	\|'''PDF'''
−	\|Prints out current screen view in PDF format.
−	\|-
−	\|'''New window'''
−	\|Opens a new Marathon window.
−	\|-
−	\|'''Add as favourite'''
−	\|When you are on a page that you would like to add as your favourite, click ”Add as favourite” and it will be added to the Favourites on the start page automatically.
−	\|-
−	\|'''Log out'''
−	\|Log out of Marathon
−	\|-
−	\|}
−
−	<!--T:6-->
−	Down in the right cormer of the screen you can see if you have unreported days in Marathon Time, if you have invoices to approve and/or faxes or mails in the sending queue. Click to enter the programs.
−
−	<!--T:133-->
−	{{ExpandImage\|PRO-PL-EN-grafik6.png}}

	== Functions == <!--T:7-->		== Functions == <!--T:7-->

@@ Line 1,117: / Line 1,117: @@
 <!--T:132-->
-[[Category:PRO-PL-EN]] [[Category:Manuals]]
+[[Category:PRO-PL-EN]] [[Category:Manuals]] [[Category:PRO]]
 </translate>

@@ Line 410: / Line 410: @@
 |'''Type'''
 |The different project types are:
-|Projects for external clients, chargeable
+* '''Internal''' - Internal, not chargeable project
 |-
 |'''Job type'''