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Project management in vtenext is organised over four modules: Job Orders Projects Project Tasks Project Milestones Tickets (cross-area use of the HelpDesk module)

From vtenext 20.04 the new module Job Orders is now available. The module is linked to the Project Plans one. In this way more than one project plan can related to the same Job Order. Job Order detail Project Plan detail with related Job Order N.B.: it ...

To create a new project, access the module and press the button Key fields: Related to Link to the customers’ registry (Accounts/Contacts) present in vtenext, if the project relates to the customer. If it is an internal project, it can be left...

Operations comprise the internal phases of the planning that, once completed, lead to the conclusion of the project. The user assignee of the operation will be able to update the state of progress of the activity through the Progress and Hours spent fields....

Project Milestones represent the end points of planning steps. In the graph they are represented by a dot on the indicated day. It is also possible to change the colour of the bars in the graph in SETTINGS > LISTVIEW COLOURS. By selecting the Project Tas...

A further level of detail, under Project Tasks, relates to tickets.To use tickets as project activities, it is a good idea to categorise them in order to distinguish them from tickets relating to assistance (you just need to use the Category field). Warning: ...

Through Reports and Charts, you can examine the data in vtenext and extrapolate them from different points of view. Reports Charts First of all, you have to identify the type of data extraction you want (i.e.: what do you want to obtain?) and, from ther...

Reports are organised in folders. You can create new ones and delete them (only empty folders can be deleted), and also switch to list view via the List button.To create a new report, click on the button from the Reports moduleOnce you click the button, a wiza...

Once you have created a report you can generate a chart from it using the Create Graph button. Type Click on the type of chart you want: pie, histogram, bar … Chart Name Enter chart name Show Legend Activate to vi...

The PDF Maker module allows you to create PDF documents that are generated with the rationale of "printing and merging" the data contained in vtenext and in an export model.

To create a new template for the PDF Maker module, click on the ADD TEMPLATE key or button on the right and indicate the name for the template and the reference module: the template will be available for the indicated module only. This means that we will find ...

Press the Image button in the editor: URL insert the URL of the image (if already present); if the URL is not already present, click Search on the server to upload an image Width / Height to change the image size in the template ...

To create a table in the PDF Maker, simply use the appropriate function in the editor, which is highlighted in the following image: When the "table creation" icon is clicked, a dialog window will open that will allow us to enter the values of the specific t...

For the Quotes, Sales Orders, Purchase Orders and Invoices modules, you can insert the product block into the templates. There are predefined product block models that can be quickly inserted into the template.To insert a product block model, select the block ...

It is possible to insert barcodes inside the template through the "Other information" Tab: It is possible to insert a fixed number or a variable within this string. The number or variable will be inserted instead of "YOURCODE": Example of a result:

To generate a PDF, access the main module registry (e.g.: Quotes) and click the Other button in the top right-hand corner. The PDF Maker panel for exporting the document will appear. Choose the desired model and press Export in PDF. At this point the system...

In the product block models, you can also add thumbnails related to the images uploaded in the product sheet. Warning! The appropriate variable for the product image must be inserted in the template. The $PRODUCTS_IMAGENAME$ variable must be inserted bet...

It is possible to define custom functions for data processing within the PDF Maker. To add a custom function, place the PHP file with the function code inside the modules/PDFMaker/function folder; the file will be included automatically.The its4you.php functio...

In the PDF Maker Settings tab, you can define the name of the output PDF file. This option allows you to define the file name according to your needs. It is possible to combine text strings, module variables and standard variables such as the template name, cu...

You can import or export the templates of the PDF Maker module in XML format using the appropriate buttons.This feature is only available to CRM administrator users.