Skip to main content

Search

Next Helpdesk

General features in Next Project

This article outlines fundamental features that are useful in Next Project. These features/buttons are found in most modules in Next.

General buttons

Add - Available in all parts of Next Project where it is possible to add a new item, for example project, work order, invoice.

Save - Used when you want to save changes, clickable when there is something to save.

Trash - Use when you want to delete something, select what you want to delete and then click on the trash can.

Update - Used to get the latest reported data. For example, if a mobile user is reporting time while you are working in Client, you may need to refresh to get the latest reports. Each time you reopen Next Projext, it is completely updated.

Look down - Used to show all data under the selected project. Often used when you are on a parent project and, for example, want to see all underlying projects in the Project overview module.

Shortcuts

In the modules you can use these keyboard shortcuts:

Crtl-alt-e to get an excel export from a grid

Crtl-alt-n to add a row/item

Crtl-alt-s to save

Crtl-alt-f to bring up the filter row

Export Information to Excel

You can export data from Next Project to Excel. Select the relevant module where you want to export data to an excel file, in the example below we have selected a work order from which we want to export the booked hours. Click on the ‘Export to Excel’ button and select the format.

Columns

Show hide columns

In all modules, you can decide which columns you want to show and in which order you want the columns. To switch columns on/off, follow the steps below:

  1. Hover your mouse over any column header and click the down arrow that appears, then click on ‘Columns’

  2. You then get a list of all columns that are available to show/hide in the module you are currently working in

  3. Check the columns you want to see and uncheck the columns you want to hide, then click apply. The columns have now been changed for your user only, if your colleagues want to make changes they need to log in and follow the same steps.

Order of columns

You can also customise the order in which you want your columns to appear by clicking on the column header, dragging and dropping it where you want it. The columns have now been changed for your user only, if your colleagues want to make changes they need to log in and follow the same steps.

Filtering columns

The filter function allows you to filter different data in your database. For example, you can choose to see only a list of a certain type of project in Project overview or only invoices that have not been sent out yet in Invoice. Follow the steps below to use the filter function:

  1. Go to the desired module and click on the filter button. In the example below we are in Project Overview, in project 00 at the top, and with the ‘Look down’ feature selected to bring up all the projects that are under the 00 project.

  2. When you click on the filter button, a green bar will light up under all column headings.

  3. Enter in the green field which data you want to filter. To do so, click on the field under the relevant column heading and enter the keyword(s) then click on the filter button again. You can enter data in more than one field.

  4. In the example below, we have sorted all projects that have the Form of compensation ‘’Running costs‘’ and have the Project category ‘’Company‘’:

  5. If you want to reset the filter, you can either click on the cross for the field you filled in or click on the filter button again:

Creating favourite filters

If you work a lot with the filter function to filter out different data in Next Project, you can create favourite filters to simplify your work. To create favourite filters, follow the steps below:

  1. Start by selecting the information you want to create favourite filters for, in this case we use the same as in the example above in Project overview (Form of compensation ‘’Running costs‘’ and Project category ‘’Company‘’)

  2. To save the filter as a favourite filter, click on the star button on the far right and then ‘New filter’

  3. Enter a filter name and click OK

  4. Your favourite filter is now created, you can find it by clicking on the star button

Taking out PDF reports

The PDF button is used to generate reports from Next Poject. In the example below we are doing it from the Variation order module. To generate a report, follow these steps:

  1. Click on the PDF button and select the type of report you want

  2. On the menu on the left, you can enter your own title and what you want to include in the report

  3. On this page you can also preview the report, print it, send it as an e-mail and save it as a document in Next Project, in which case the document will be stored in the Documents module.