Project Selection Tool

OBJECTIVE

The project selection tool lets you search for and select projects based on criteria defined by the user.

The project selection tool is available in all of the report and inquiry screens in which a project can be selected, as well as in the Access to Projects tab of the Security Management option.

Maestro provides users with basic selection models in the Template field. They are identified by asterisks. You can copy the templates in order to customize them to suit user’s needs.

PREREQUISITE

Creating DDFs for SQL searching

steps

Using the Project Selection Box

To make it easier to understand this option, the example provided in this document is from the Miscellaneous Reports option. The functions described below are identical throughout the application where this tool is used.

maestro* > Projects > Project Costing > Reports > Miscellaneous Reports

In the Miscellaneous Reports option, enter the desired information in the projet selection box:

This box lets you select projects based on very specific criterion, such as the date on which the project ended or was closed. In addition, you can filter projects using a project mask.

Field

Description

Template

This section lets you filter projects based on specific criteria.

NOTE: By default, maestro* provides users with basic templates that are identified by asterisks.

The templates are explained below.

All projects

If this box is checked, all projects are selected.

Project Grid

Displays projects, based on the selected template.

Configuration Icon

Can be used to create new templates.

Field	Description
Template	This section lets you filter projects based on specific criteria. NOTE: By default, maestro* provides users with basic templates that are identified by asterisks. The templates are explained below.
All projects	If this box is checked, all projects are selected.
Project Grid	Displays projects, based on the selected template.
Configuration Icon	Can be used to create new templates.

To have access to more filters, click on the bar with a downward arrow, just on top of the box. By clicking on the bar, the following fields are displayed on the screen:

You do not need to complete this section to select projects. This section only lets you specify the search.

Field

Description

Find

Lets you search for a particular project.

NOTE: This is equivalent to the Filter function available in the drop-down menu by clicking the right mouse button.

CAUTION: This search function lets you select one project at a time.

Mask

Lets you filter projects based on a mask.

Example: Projects starting with *MAE. To use the mask, simply enter the mask and click in the project grid. The grid will be displayed automatically based on the mask.

Ended between ... and ...

Lets you filter projects based on the end date of the project.

This end date is obtained if the WIP (work in progress) project management method is Active. The End of Projects option uses this date.

Closed between ... and ...

Lets you filter projects based on the closing date.

Field	Description
Find	Lets you search for a particular project. NOTE: This is equivalent to the Filter function available in the drop-down menu by clicking the right mouse button. CAUTION: This search function lets you select one project at a time.
Mask	Lets you filter projects based on a mask. Example: Projects starting with *MAE. To use the mask, simply enter the mask and click in the project grid. The grid will be displayed automatically based on the mask.
Ended between ... and ...	Lets you filter projects based on the end date of the project. This end date is obtained if the WIP (work in progress) project management method is Active. The End of Projects option uses this date.
Closed between ... and ...	Lets you filter projects based on the closing date.

Select the template to be used.

The choices below are default templates shipped with the application. You can add custom template models by clicking the configuration icon.

Default Choice

Description

"SQL Grid” view

More powerful search grid because projects are read on the server. Only the result is displayed on the user’s workstation.

NOTES: To use this display, the ODBC interface must be enabled. In version 3.03, the ODBC interface is enabled by default when the application is installed.

In this display mode, the additional and calculated fields are not available.

"Grid display”

Each row in the database is read in turn to complete the grid. There is an interaction between the server and the workstation every time the record is read.

To view additional and calculated fields in the selection grid:

Click with the right mouse button in the project grid.

Select the Configuration option.

Click the Manage Additional Columns button.

A window containing the information in the project file is displayed. Simply click in the additional fields and move them to the Additional Columns to be Displayed section.

NOTE: This grid lets you search additional and calculated fields.

A variable name must be entered before additional fields are defined.

Treelike by category

Lets you select projects based on the project category from Define Project Categories.

NOTE: The + symbol is used to drill down further to optimize how the information is sorted.

Treelike by main customer

Lets you select projects based on the main customer.

NOTE: The main customer must be identified in the project. Otherwise, the project will be classified in the With no Main Customer section.

The + symbol is used to drill down further to optimize how the information is sorted.

Treelike by department

Lets you select projects based on the department.

NOTE: The department must be identified in the project. Otherwise, the project will be classified in the With no Department section.

The + symbol is used to drill down further to optimize how the information is sorted.

Treelike by location

Lets you select projects based on the site.

NOTE: The site must be specified in the project, otherwise the project will be classified in the With no Site section.

The + symbol is used to drill down further to optimize how the information is sorted.

Treelike project

Used to select projects from a list of projects.

NOTE: The + symbol is used to drill down further to optimize how the information is sorted.

Tree by master projects

Lets you select projects from a master project list.

NOTE: The + symbol is used to drill down further to optimize how the information is sorted.

Treelike by project type

Lets you select projects based on the project type.

NOTE: The + symbol is used to drill down further to optimize how the information is sorted.

Default Choice	Description
"SQL Grid” view	More powerful search grid because projects are read on the server. Only the result is displayed on the user’s workstation. NOTES: To use this display, the ODBC interface must be enabled. In version 3.03, the ODBC interface is enabled by default when the application is installed. In this display mode, the additional and calculated fields are not available.
"Grid display”	Each row in the database is read in turn to complete the grid. There is an interaction between the server and the workstation every time the record is read. To view additional and calculated fields in the selection grid: Click with the right mouse button in the project grid. Select the Configuration option. Click the Manage Additional Columns button. A window containing the information in the project file is displayed. Simply click in the additional fields and move them to the Additional Columns to be Displayed section. NOTE: This grid lets you search additional and calculated fields. A variable name must be entered before additional fields are defined.
Treelike by category	Lets you select projects based on the project category from Define Project Categories. NOTE: The + symbol is used to drill down further to optimize how the information is sorted.
Treelike by main customer	Lets you select projects based on the main customer. NOTE: The main customer must be identified in the project. Otherwise, the project will be classified in the With no Main Customer section. The + symbol is used to drill down further to optimize how the information is sorted.
Treelike by department	Lets you select projects based on the department. NOTE: The department must be identified in the project. Otherwise, the project will be classified in the With no Department section. The + symbol is used to drill down further to optimize how the information is sorted.
Treelike by location	Lets you select projects based on the site. NOTE: The site must be specified in the project, otherwise the project will be classified in the With no Site section. The + symbol is used to drill down further to optimize how the information is sorted.
Treelike project	Used to select projects from a list of projects. NOTE: The + symbol is used to drill down further to optimize how the information is sorted.
Tree by master projects	Lets you select projects from a master project list. NOTE: The + symbol is used to drill down further to optimize how the information is sorted.
Treelike by project type	Lets you select projects based on the project type. NOTE: The + symbol is used to drill down further to optimize how the information is sorted.

Select the projects depending on the template selected.

Configuring a Template

The templates provided by default in maestro* cannot be modified by the user. However, you can copy a default template to create a custom template by clicking the Copy icon.

For example, in the Miscellaneous Reports option, click the Configuration icon.
Select the various settings:

Only one selection is possible for displaying. This would be one of the display formats or display by hierarchy.

Display Format section

Field

Description

Grid

Displays the projects in a grid.

NOTE: This grid lets you search additional fields. For additional information, refer to “grid display”.

SQL method

Displays the projects in an SQL grid.

Treelike section

This section displays projects as treelike. It is possible to determine the type of treelike to be displayed by selecting the values in the section on the left and moving them to the section on the right.

Restrictions section

Field

Description

Active projects

If checked, displays active projects only.

Completed projects

If checked, displays the completed projects.

Show the date selections

If checked, displays the date ranges in the identified by heading.

Closed projects

If checked, displays closed projects.

Show master projets in treelike view

If checked, displays the hierarchy of master projects.

Mask

Systematically applies the value entered in this field in the Mask field in the section identified by .

Show the mask

If checked, displays the Mask field under the heading identified by .

Company

Filters the projects that belong to the selected company.

Field	Description
Grid	Displays the projects in a grid. NOTE: This grid lets you search additional fields. For additional information, refer to “grid display”.
SQL method	Displays the projects in an SQL grid.

Field	Description
Active projects	If checked, displays active projects only.
Completed projects	If checked, displays the completed projects.
Show the date selections	If checked, displays the date ranges in the identified by heading.
Closed projects	If checked, displays closed projects.
Show master projets in treelike view	If checked, displays the hierarchy of master projects.
Mask	Systematically applies the value entered in this field in the Mask field in the section identified by .
Show the mask	If checked, displays the Mask field under the heading identified by .
Company	Filters the projects that belong to the selected company.

Click Save and then Quit.