Knowledgebase : Projetex > Configuring
You need to enter the name (or address) of the PC where the Projetex Server was installed. Please perform the 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 ...
If you have selected Normal shutdown type and a Workstation is connected to Database, then shutdown will not happen. Close the Workstation and try again. To shutdown the Database with a Workstation window opened, select Forced type of shutdown (may cause ...
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...
You can use the Global Date Filter on the Client jobs page and select the year you need.
You can add new salutations in the "Advanced Settings > Salutations" ("Administrator > Salutations" in Projetex 3D) menu in the Backstage View.
To mark the current year in the invoice global codes, it is better to use the prefix/suffix YY or YYYY instead of a fixed number. It can be set on the "Advanced Settings / Administrator > Codes" page.
You can define the minimum fee for each client on the MAIN page of the Client window by clicking the "Payment Terms" button.
You may edit the VAT Number in the corresponding field of the Client Profile page.
Navigate to "Advanced Settings > Codes" ("Administrator > Codes" in Projetex) in the Backstage View and remove the prefix/suffix from the appropriate field, then close the dialog to save the changes
The numbering of other invoices does not change when you delete an invoice. deleteing in invoice simply leaves a "hole" in the codes.
1. Install Projetex Server in the office. 2. Install a Projetex Workstation at home. 3. After installation of the Projetex Server in the office you need to find out its IP or domain address. You can do this using the http://www.showmyip.com [http://w...
You can create a global custom variable containing your address. You will be able to include it to any .rtf template. Custom variables can be created on the Template Variables page of the Advanced Settings ("Administrator" settings in Projetex) window. ...
You can create a custom field for experts (both freelance and corporate), where you will specify if the expert is unavailable. After this, the experts list can be filtered via the Local Custom Filter to show only experts with a certain value of the custom...
1. In the Projetex Workstation login dialog, click the Server button. 2. In the new window, select "This PC" and click OK.
Columns that include a currency symbol like "(EUR)" in their names represent the value in your base currency while columns without the symbol show the total in the client's currency.
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...
In order to do this, please follow the steps below: 1) Go to "Advanced Settings > Fields" (for Projetex: "Corporate settings >> Fields" in the Server Administrator utility), add any group of custom fields and then the field itself (for instance, "Clien...
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. Please press F1 when in the appropriate window.
You can disable the option "Invoices in the middle of the range can be deleted" in "Advanced Settings > General" ("Administrator >> General" in Projetex). You will no longer be able to delete any invoices except the latest one, but you will still be abl...
Some data can be lost from view in TO3000/Projetex when data filters are turned on. Please, check whether the Local Custom Filter and/or Global Date Filter are turned on or not and also the status filters at the top of the pages. Turn them off and try cre...
You can find a simplified tutorial using the following link: http://www.projetex.com/images/stories/files/documents_pdf/CustomReportsGuide.pdf [http://www.projetex.com/images/stories/files/documents_pdf/CustomReportsGuide.pdf] . In order to download the ...
If you mean a field for a service, then it can be created by using the "Business/Corporate Settings => Groups of Services" menu. Each service belongs to a Group of services. For example, Translation is a group of services; English => German is the service...
You can view the job volume for the source language only: 1) In the "Projects => Client Jobs" window, click the asterisk in the top-left corner if the table. 2) Select the "Volume" check box and the corresponding column will appear in the table. Of co...
Check this client's Locale Format settings on thier profile page. Click the Locale Format button, select "Custom Values" and set 2 as the number of digits after decimal.
If you used a two-screen setup before, please reconnect the second screen. Otherwise, please 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 buttons on your keyb...
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 get access to the Projetex Server Administrator and Workstation, please use the following default login and password: Login: admin Password: admin The default password can be changed in "Administrator > Users and Access" in the Backstage View. ...
The most likely cause is the loss of Color settings. To reset your Color settings to default, please go to Settings > Current User > 'Colors: General' and click the 'Reset All to Ocean' or 'Reset All to Silver' button. Then go to Settings > Current User >...
To reset your global invoice code at the beginning of every year, please run a Projetex Workstation under an Administrator account and go to "Administrator >> Codes" in the Backstage View. Then, please check the "Enable annual numbering resets" option. Yo...
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...
In TO3000 3D and Projetex 3D, all column totals are calculated automatically. Maybe you do not have the appropriate column added to the grid. Please do the following: 1. Click the asterisk in the upper-left corner of the table. 2. Check "Total (Your Bas...
To configure the sending process, please 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 ...
You can change your folder structure at "Projetex Server Administrator > Corporate Settings > Folders". Please keep in mind that this only edits the additional "sub-floder" creation options. The main folde structure stays the same.
You can turn off all Date Checks by selecting "User Settings > Confirmations > No Check". To turn the Job Total checks off, please uncheck the required checkboxes in the same window.
Yes, that can be code. Please go to "Advanced Settings>Codes" ("Administrator >> Codes" in Projetex) and open the drop-down menu "Invoices for Clients". Choose the "Client-Specific" or "Global" options there. New template-based invoice documents will be n...
To create a new product line, please do the following: 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 do the following: 1. Go to Projetex Server Administrator > Corporate Settings > Fields. 2. Switch to the required section (for example Client > Invoices). 3. If you would like to create a new custom fields group, cli...
Due to security reasons, Projetex links its serial number to 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 on ...
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 re...
You can use the following variables in the prefixes or suffixes of 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:...
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 ...
Microsoft's ODBC (Open Database Connectivity) is 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 application can refer to different ...
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).
No. The default Administrator account is always present and can not be deleted. Login: Admin Defaunt password: admin