Knowledgebase : Projetex > Configuring
You need to enter the name (or address) of the PC where the Projetex Server was installed. Then enter it with following steps: 1. Run the Workstation. 2. In the Login dialog, click Server. 3. if you have a LAN Connection to the server, click the "LAN ...
Question: I would like to know if I can customize the Projetex tool. I would like to add more fields on the freelancer information, for example. Answer: To modify your custom fields, please do the following: 1. Launch the Projetex Server Administrat...
Question: One of our project managers works remotely (from home). Can He/She work with Projetex Server(and Database) installed in the office using the Projetex Workstation installed at home? Answer: Yes,.He/She can work with the Projetex Server (and D...
You can create a custom field for experts (both freelance and corporate), where you will specify if the expert is unavailable. After this experts list can be filtered via the Local Custom Filter to show only experts with a certain value of the custom fie...
Problem: The connection with the server is always lost whenever a LAN or internet connection is lost or reconnected. I have a Projetex server and client running on the same computer. Solution: 1. In the Projetex Workstation login dialog, click the Ser...
Q: When I attempt to connect to an FTP folder I receive "Error 10054 - Connection reset by peer". A: This error indicates that an existing connection was forcibly closed by the remote host. This normally happens if the peer application on the remote hos...
Custom fields can be added via the Corporate Settings >> Fields interface in the Server Administrator program. You can read more about this feature in the built-in help file. Just press F1 when in the appropriate window.
Question: The application is running. I can see it in the taskbar, but I can't see it on the screen, Answer: Activate your Projetex, clicking on it on the taskbar. Then push the Alt+Space key combination and select Move from the menu. Use the arrow butto...
This error message indicates that Projetex was unable to create a local Business folder on a workstation computer during the installation process. Usually this error occurs due to a lack of free disk space on drive D: on which local Business folder is cre...
To create credit notes in Projetex 3D, follow the next steps: 1. In Projetex Workstation, go to Workspace>>Clients>>Client. 2. Select a client and move to the Credit Notes tab. 3. Click New and select the invoice to which the credit note will be lin...
Question: I have just downloaded Projetex and wanted to evaluate but I cannot get access to the program because the system asks for login and password which I do not have. Answer: To get access to the Projetex Server Administrator and Workstation, pleas...
Question: I cannot see anything in my Projetex Workstation! Everything, every line in the display is black. What can I do? Answer: The most likely cause is the loss of Color settings. To reset your Color settings to default, go to Settings > Current Use...
The invoice global code is the number of an invoice considering all issued invoices for all clients. The invoice number is the number in the numeration of invoices of a particular client. They cannot always coincide. For example, the first invoice of a ne...
To configure the sending process, go to Projetex Automation Engine > Send. Check the 'Allow checking database and sending of e-mail notifications' checkbox. In the "SMTP" section fill the 'Server' field with the name of the server which should be used to ...
To change your current interface language, please go to Projetex Workstation > Settings > Language. In the new window, select the required language. Projetex Workstation should be restarted to confirm changes. In case you do not see the required languag...
You can change your folder structure at "Projetex Server Administrator > Corporate Settings > Folders" (see Picture 1).
To create a new product line, please perform the following steps: 1. Switch to Client > Main. 2. Select a client. 3. Click the 'Project Managers' button. 4. Click the New button to create a new product line for the client.
To create a custom field, please follow the steps: 1. Go to Projetex Server Administrator > Corporate Settings > Fields. 2. Switch to the required section (for example Client > Invoices). 3. In case you would like to create a new custom fields group...
Due to security reasons, Projetex links its serial number with the current user. We suggest you create a special "Projetex User" account on each Projetex computer. Then your team members will be able to log in using its credentials to work with Projetex o...
Please note that PROJETEX does not need to have its database synchronized. It is a client-server based application. It means that it is designed to allow you to access your database from all over the world as well as from your local PC. Therefore, you can...
TO3000 Please rename your current BUSINESS folder using any other name (for example Business-2013). Then create a new BUSINESS folder at the same location. Now all your documents will be placed into the new clean BUSINESS folder. PROJETEX Please ren...
You can use the following variables for your Global Invoice Codes: YYYY, YY - year; MM - month; DD - day. You can specify your Global Invoice Code mask at: TO3000: BACKSTAGE VIEW > ADVANCED SETTINGS > Codes PROJETEX: PROJETEX WORKSTATION > BAC...
For this, the following workaround is required: 1. Create a maped network drive for the network folder which contains the BUSINESS subfolder. For more information, please refer to http://www.wikihow.com/Set-up-a-Network-Drive [http://www.wikihow.com/Set...
The Projetex 3D Server uses TCP ports 212 and 47111. Please make sure these ports are opened and accessible on the computer where the Projetex 3D Server is installed. You can check whether these ports are opened using the following commands on your se...
The number of user accounts you can add to your Projetex 3D network is unlimited, but only a certain number of those accounts can be active at any given time. Every concurrent workstation connection available to your license also gives you the right to ...
The ODBC (Open Database Connectivity) of the Microsoft Corporation represents a general interface for access to SQL-compatible databases. SQL is used as a standard mechanism for data access. The interface ensures a high degree of interaction: one applic...
Please make sure that the server address is indicated as "P3D, 212". On the server side, please make sure that the ODBC password is strictly alphanumeric (consisting of letters andor numbers only).