Description of the Menu Project
From Metis Documentation
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{{Video | {{Video | ||
| - | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/ | + | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/4/46/VID_CreatingProjectOfferSystem.png'>File:Creating_a_project_offer_system_and_subsystem_OK.mp4</mediaplayer> |
| How to edit a project, an offer, a system or a subsystem. | | How to edit a project, an offer, a system or a subsystem. | ||
}} | }} | ||
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=== Creating a Project === | === Creating a Project === | ||
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{{Tip | {{Tip | ||
| - | | When defining a date using the calendar, it is possible to change the year by clicking on the month and year label between the two arrows [[File:MetisSmartQuotesCalendar.PNG]]. This allows the Smart Quotes user to select another month or year [[MetisSmartQuotesYearCalendar.PNG]]. | + | | When defining a date using the calendar, it is possible to change the year by clicking on the month and year label between the two arrows [[File:MetisSmartQuotesCalendar.PNG]]. |
| + | This allows the Smart Quotes user to select another month or year [[File:MetisSmartQuotesYearCalendar.PNG]]. | ||
}} | }} | ||
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| - | [[File:MetisSmartQuotesNewSystemWindowBidAnalysisRequired. | + | [[File:MetisSmartQuotesNewSystemWindowBidAnalysisRequired.png|center]] |
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| - | [[File:MetisSmartQuotesEditOfferWindowOfferValidityCondition. | + | [[File:MetisSmartQuotesEditOfferWindowOfferValidityCondition.png|center]] |
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If the Smart Quotes User chooses to add a system to the selected offer, the [[#Adding a System | New System window]] appears. | If the Smart Quotes User chooses to add a system to the selected offer, the [[#Adding a System | New System window]] appears. | ||
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=== Adding a System === | === Adding a System === | ||
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The fields that may appear under the ''General'' section are described below: | The fields that may appear under the ''General'' section are described below: | ||
| - | * System: to select a system from a drop-down list. This field is mandatory. The system can be searched from the drop-down list by clicking on the magnifying glass icon in the header ([[File:MetisSmartQuotesDescriptionHeader.PNG]]). It is also possible to add system from the ([[File:MetisSmartQuotesSystemSelectionWindowOpener. | + | * System: to select a system from a drop-down list. This field is mandatory. The system can be searched from the drop-down list by clicking on the magnifying glass icon in the header ([[File:MetisSmartQuotesDescriptionHeader.PNG]]). It is also possible to add system from the ([[File:MetisSmartQuotesSystemSelectionWindowOpener.png]]) icon that opens the ''System selection'' window. In this window, the systems can be selected from their picture. |
* Description: the name of the system. If this field is blank when a system is chosen, the system name is automatically copied into this field. This field is limited to 80 characters. Depending upon the administrator settings, it could be forbidden to type in special characters in this field. | * Description: the name of the system. If this field is blank when a system is chosen, the system name is automatically copied into this field. This field is limited to 80 characters. Depending upon the administrator settings, it could be forbidden to type in special characters in this field. | ||
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* Quantity: to see the number of instances of the system. This field is non editable for the systems. It is only editable in some circumstances for subsystems. | * Quantity: to see the number of instances of the system. This field is non editable for the systems. It is only editable in some circumstances for subsystems. | ||
* Model Type: to select the model type (e.g. New System, Modernization, Extension, etc.) from a drop-down list. This information is used to select the appropriate calculation model. | * Model Type: to select the model type (e.g. New System, Modernization, Extension, etc.) from a drop-down list. This information is used to select the appropriate calculation model. | ||
| - | * Equipment Number: to type in an equipment number associated with the system. This field is limited to 24 characters. An icon ([[File:MetisSmartQuotesInventoryIcon. | + | * Equipment Number: to type in an equipment number associated with the system. This field is limited to 24 characters. An icon ([[File:MetisSmartQuotesInventoryIcon.png]]) may appear in this field. This icon allows the Smart Quotes user to access to the Inventory feature. |
* Services: to select / unselect the service model(s) to be applied to the system during the calculation. The Smart Quotes user may select the applicable service models from a drop-down list. The service models preceded by a padlock icon cannot be unselected (due to a setting of the administrator). | * Services: to select / unselect the service model(s) to be applied to the system during the calculation. The Smart Quotes user may select the applicable service models from a drop-down list. The service models preceded by a padlock icon cannot be unselected (due to a setting of the administrator). | ||
* Instruction: to select from a drop-down list a system specific data | * Instruction: to select from a drop-down list a system specific data | ||
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The [[#Addresses Tab | Addresses tab]] is described in a [[#Addresses Tab | separate section below]]. | The [[#Addresses Tab | Addresses tab]] is described in a [[#Addresses Tab | separate section below]]. | ||
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=== Adding a Sub-system === | === Adding a Sub-system === | ||
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| - | [[File:MetisSmartQuotesMultipleSubSystemDescriptionWindow. | + | [[File:MetisSmartQuotesMultipleSubSystemDescriptionWindow.png|center]] |
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The [[#Addresses Tab | Addresses tab]] is also available at the subsystem level. It is described in a [[#Addresses Tab | separate section below]]. | The [[#Addresses Tab | Addresses tab]] is also available at the subsystem level. It is described in a [[#Addresses Tab | separate section below]]. | ||
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=== Addresses Tab === | === Addresses Tab === | ||
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| - | [[File:MetisSmartQuotesAddressesandContactsRoleSelectionWindowAddressTab.PNG|center]] | + | [[File:MetisSmartQuotesAddressesandContactsRoleSelectionWindowAddressTab.PNG|800×586px|center]] |
| - | [[File:MetisSmartQuotesAddressesandContactsRoleSelectionWindowContacttab.PNG|center]] | + | [[File:MetisSmartQuotesAddressesandContactsRoleSelectionWindowContacttab.PNG|800×586px|center]] |
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{{Note | {{Note | ||
| When the table is populated, a tool-tip displays the full name of the role when the Smart Quotes user hovers the mouse over a cell, as shown in the following example: | | When the table is populated, a tool-tip displays the full name of the role when the Smart Quotes user hovers the mouse over a cell, as shown in the following example: | ||
| - | [[File:MetisSmartQuotesAddressesAndContactsRolesTooltip. | + | [[File:MetisSmartQuotesAddressesAndContactsRolesTooltip.png|center]] |
}} | }} | ||
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| - | [[File:MetisSmartQuotesAddressesAndContactsRolesSelectionWindowItemsSelected.PNG|center]] | + | [[File:MetisSmartQuotesAddressesAndContactsRolesSelectionWindowItemsSelected.PNG|800×586px|center]] |
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{{Video | {{Video | ||
| - | | <mediaplayer width='400' height='300'image='http://www.xpert-technologies.ch/mediawikidev/images/ | + | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/f/f9/VID_Associating_a_company_and_contact_person_to_various_levels.png'>File:Associating_a_company_and_contact_person_to_various_levels.mp4</mediaplayer> |
| How to define a company or a contact person at the project, offer, system or a subsystem level. | | How to define a company or a contact person at the project, offer, system or a subsystem level. | ||
}} | }} | ||
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== Delete == | == Delete == | ||
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When deleting a system or a sub-system, the following pop-up window appears: | When deleting a system or a sub-system, the following pop-up window appears: | ||
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[[File:MetisSmartQuotesConfirmDeleteSystemSubsystem.PNG|center]] | [[File:MetisSmartQuotesConfirmDeleteSystemSubsystem.PNG|center]] | ||
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When deleting an offer, the ''Delete Offer'' window appears as shown in the following example: | When deleting an offer, the ''Delete Offer'' window appears as shown in the following example: | ||
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[[File:MetisSmartQuotesDeleteOfferWindow.png|center]] | [[File:MetisSmartQuotesDeleteOfferWindow.png|center]] | ||
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When deleting the entire offer, the following pop-up window appears: | When deleting the entire offer, the following pop-up window appears: | ||
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[[File:MetisSmartQuotesConfirmDeleteOffer.PNG|center]] | [[File:MetisSmartQuotesConfirmDeleteOffer.PNG|center]] | ||
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When deleting a project, the ''Delete Project'' window appears as shown in the following example: | When deleting a project, the ''Delete Project'' window appears as shown in the following example: | ||
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[[File:MetisSmartQuotesDeleteProjectWindow.PNG|center]] | [[File:MetisSmartQuotesDeleteProjectWindow.PNG|center]] | ||
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When deleting the entire project, the following pop-up window appears: | When deleting the entire project, the following pop-up window appears: | ||
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[[File:MetisSmartQuotesConfirmDeleteProject.PNG|center]] | [[File:MetisSmartQuotesConfirmDeleteProject.PNG|center]] | ||
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| If companies and contact persons have been defined at the project level, they are automatically deleted with the project. | | If companies and contact persons have been defined at the project level, they are automatically deleted with the project. | ||
}} | }} | ||
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== Edit == | == Edit == | ||
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{{Video | {{Video | ||
| - | | <mediaplayer width='400' height='300'image='http://www.xpert-technologies.ch/mediawikidev/images/ | + | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/2/2b/VID_EditProjectOfferSystemSubSystem.png'>File:Edit_a_project_offer_system_subsystem.mp4</mediaplayer> |
| How to edit a project, an offer, a system or a subsystem. | | How to edit a project, an offer, a system or a subsystem. | ||
}} | }} | ||
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=== Edit Project === | === Edit Project === | ||
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The available properties are identical to the ones in the [[Description of the Menu Addresses#Creating a Contact Person | Contact window]]. | The available properties are identical to the ones in the [[Description of the Menu Addresses#Creating a Contact Person | Contact window]]. | ||
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== Duplicate == | == Duplicate == | ||
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Upon clicking on the ''Duplicate'' button, the ''Create a Variant'' window appears as shown in the following example: | Upon clicking on the ''Duplicate'' button, the ''Create a Variant'' window appears as shown in the following example: | ||
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[[File:MetisSmartQuotesCreateVariantWindow.PNG|center]] | [[File:MetisSmartQuotesCreateVariantWindow.PNG|center]] | ||
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By default, the variant offer is assigned to the current project. The current project name, its reference and its creation date are displayed in the window. To assign the variant offer to a different project, click on the project selection icon ([[File:MetisSmartQuotesProjectSelectionIcon.PNG]]). This opens the ''Select a Project'' window as shown in the following example: | By default, the variant offer is assigned to the current project. The current project name, its reference and its creation date are displayed in the window. To assign the variant offer to a different project, click on the project selection icon ([[File:MetisSmartQuotesProjectSelectionIcon.PNG]]). This opens the ''Select a Project'' window as shown in the following example: | ||
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[[File:MetisSmartQuotesSelectAProject.PNG|center]] | [[File:MetisSmartQuotesSelectAProject.PNG|center]] | ||
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The Smart Quotes user can search for a specific project by defining some search criteria. Once the Smart Quotes user has selected the desired project, the ''Create a Variant'' is displayed again. Data regarding the project is updated to display the name, the reference and the creation date of the selected project, as shown in the following example: | The Smart Quotes user can search for a specific project by defining some search criteria. Once the Smart Quotes user has selected the desired project, the ''Create a Variant'' is displayed again. Data regarding the project is updated to display the name, the reference and the creation date of the selected project, as shown in the following example: | ||
| - | + | [[File:MetisSmartQuotesVariantAnotherProject.png|center]] | |
| - | [[File:MetisSmartQuotesVariantAnotherProject. | + | |
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{{Video | {{Video | ||
| - | | <mediaplayer width='400' height='300'image='http://www.xpert-technologies.ch/mediawikidev/images/ | + | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/2/2a/VID_CreatingVariantOffer.png'>File:Create_Duplicate_Offer.mp4</mediaplayer> |
| How to create a variant offer. | | How to create a variant offer. | ||
}} | }} | ||
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== Copy / Paste == | == Copy / Paste == | ||
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When copying a system or a sub-system which has companies and contacts or sub-systems linked to it, these pieces of information are not kept when pasting the system or the sub-system. Only the system is copied as shown in the following example: | When copying a system or a sub-system which has companies and contacts or sub-systems linked to it, these pieces of information are not kept when pasting the system or the sub-system. Only the system is copied as shown in the following example: | ||
| + | [[File:MetisSmartQuotesCopySystemFromProjectMenu.PNG|850x750px|center]] | ||
| - | [[File: | + | [[File:MetisSmartQuotesPasteSystemFromProjectMenu.PNG|850x750px|center]] |
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{{Video | {{Video | ||
| - | | <mediaplayer width='400' height='300'image='http://www.xpert-technologies.ch/mediawikidev/images/ | + | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/7/74/VID_Copying_a_system.png'>File:Copying_a_System.mp4</mediaplayer> |
| How to copy a system. | | How to copy a system. | ||
}} | }} | ||
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== Preview == | == Preview == | ||
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| - | [[File:MetisSmartQuotesOfferHistoryWindow.PNG|center]] | + | [[File:MetisSmartQuotesOfferHistoryWindow.PNG|750×500px|center]] |
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| If the Smart Quotes user is logged into a child version as a Nomad user, the name of the gateway user appears in the ''User'' column. | | If the Smart Quotes user is logged into a child version as a Nomad user, the name of the gateway user appears in the ''User'' column. | ||
}} | }} | ||
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== Close == | == Close == | ||
The ''Close'' button allows the Smart Quotes user to close the current project. The button is active only at the project or offer level. | The ''Close'' button allows the Smart Quotes user to close the current project. The button is active only at the project or offer level. | ||