Holodyn Product Documents

WHMCS wbTeamPro v3 Administration Action Management Display Modes

Sunday, January 7, 2018 2:21 PM

Action Display Modes & Functionality

  • Action Tree View Tree View
    The default view for Project Action management, the Tree View provides a hierarchical display of actions that can be edited, amended, or removed for the project. The Tree View provides unique abilities that are not present in the List View:

    • Drag-Drop Ordering
      Using your mouse you can Click-and-Drag the Action nodes to re-order them within the scope of the respective parent.

    • Sub-Node Addition
      Each Action row has a Create New Icon icon that will trigger the creation of a new child node for the selected row.

    • Milestone Addition
      The Header row has a Create New Icon icon that will trigger the creation of a new Milestone Action.

    • Action Editing
      Each Action row has a Edit Icon icon that will trigger the display of all editable fields for the selected record.

    • Action Removal
      Each Action row has a Delete Icon icon that will trigger the removal of the Action, All Sub-Action nodes, and any Time Logs that are associated with the selected Action. Note: Because the removal of an Action elicits the removal of dependent Sub-Action and Time Log records, the removal option is only available from the Project Action Tree View. All removals are Permanent and cannot be undone.

    • Time Log Stopwatch
      Each Action row has a clock_go.png icon that will trigger the Creation, Starting or Stopping of a Time Log event for the selected Action.

  • Action List View List View The optional List View for Project Actions provides the Filters, Column Sorting, and Export features that are not found in the Tree View display. Similar to other list views within the system, clicking on the labels in the column header will change the sorting order of the Project Actions. Included with the List view are these primary functions:

    • Sort, Filter, & Export
      Common to most List views throughout the system, the Action List View provides column sorting, record filtering, and export functionality.

    • Action Viewing
      The Label for each Action row is a link that will open the Project Tree View and expand the appropriate Action.

    • Action Editing
      Each Action row has a Edit Icon icon that will trigger the display of all editable fields for the selected Action.

    • Time Log Stopwatch
      Each Action row has a Timelog Start Icon icon that will trigger the Creation, Starting or Stopping of a Time Log event for the selected Action.

  • Action Gantt View Gantt View The optional Gantt view provides a layout for viewing the project Action Tree superemposed on a timeline. The Gantt view is limited to the management of existing Actions only.

    • Action Timeline
      Each Action is displayed as a black or colored timeline bar, distinquishing between a Milestone / Group or a Task, and representing the Start to Stop date period.

    • Time Dragging
      Simply click and drag on an Action timeline to change the Start or Stop date for an action. Tasks by default are limited in scope to the boundaries of the parent Group and/or Milestone. To expand the period for an action, all parent containing actions must first be expanded to the desired boundary.