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Project selector
 
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Project selector

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 BILA
(@lsigroup)
Posts: 304
Contributor
Topic starter
 
[#5707]

Hi,

Th project selector display only the name of the project. But in my case, i have more than 60 current projects and i would like to distinguish them by customer for example. Is it possible to display an additional information such as customer as a prefix, or something else?

Thanks

Damien


 
Posted : 24 Jan 2019 16H55
(@alain-fourastie)
Posts: 366
Active Member Moderator
 

HI,

On the list of all projects you can use the icon "filter" to get a new list filtered by customer.
Dynamic option filter allow you to choose which customer(s) you select each time you will use this filter.


 
Posted : 24 Jan 2019 18H52
 BILA
(@lsigroup)
Posts: 304
Contributor
Topic starter
 

Hi,
I understand what you explain, but you do not reply to my request. I'm talking about Project Selector at the top left of the screen


 
Posted : 24 Jan 2019 19H28
babynus
(@babynus)
Posts: 14954
Main Contributor Admin
 

alainforma's answer is correct

On right side of project selector, you have a magnifyer to search for projects.

You get the project list (like on project screen) where you can search on customer.


 
Posted : 25 Jan 2019 16H17
 BILA
(@lsigroup)
Posts: 304
Contributor
Topic starter
 

I will try to make both of you understand better:
Is it possible to get project selector look like the attach file?
To have a hierarchy by customer ?


 
Posted : 30 Jan 2019 19H24
babynus
(@babynus)
Posts: 14954
Main Contributor Admin
 

Well it already does, if you sdelect the "stadard format"

Now, the "Customer" level is not generated automatically.
(you need by customer, but other will need by product or by organization or by projectg type...)
You need to define yourself the coreesponding structure with a "fake" project to define the customer level (and set the projects of this customer as sub-project)


 
Posted : 31 Jan 2019 11H29
 BILA
(@lsigroup)
Posts: 304
Contributor
Topic starter
 

This is what i already did ie adding a fake project which name is the customer, but i do not have the presentation you give me with arrows and indentation...


 
Posted : 31 Jan 2019 13H09
 BILA
(@lsigroup)
Posts: 304
Contributor
Topic starter
 

Moreover, what do you mean by "standard format" ?


 
Posted : 31 Jan 2019 13H10
 BILA
(@lsigroup)
Posts: 304
Contributor
Topic starter
 

And to finish what would be the type of the fake project as we do not want to have action on it 🙂


 
Posted : 31 Jan 2019 13H11
babynus
(@babynus)
Posts: 14954
Main Contributor Admin
 

If you don't have indentation, it is because you selected display mode other than standard

(this pop-up appears where you click on tool icon at right of project selector)

For the fake "project type", the type of porject won't have effect on possibility to create items on it.
All is done through project allocation and management of access rights.


 
Posted : 31 Jan 2019 14H16
 BILA
(@lsigroup)
Posts: 304
Contributor
Topic starter
 

Crystal clear, thank you very much for your help 🙂


 
Posted : 31 Jan 2019 14H38
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