Dbhelp Prjtree

  • October 2019
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Project Tree DayBook's Project Tree is where tasks and projects are defined and organized. The Project Tree includes two predefined folders that contain all other items:

DayBook User Interface

Projects: Where actual projects and tasks reside. My Work: For shortcuts to frequently used tasks. There are five types of items that appear in the Project Tree: Root Folders: Otherwise known as "Projects" and "My Work". Project Folders: Special folders that typically define and contain multi-task projects. Tasks: Specific activity items that can be dragged to the Activity Grid as time entries.

Sample Project Tree.

Organizational Folders: Folders used to organize other items in the Project Tree. Shortcuts (limited to "My Work"): Task "clones" that provide quick access to a individual tasks. Projects, tasks and organizational folders are created and modified using contextsensitive (right-click) menus within the 'Projects' folder of the Project Tree. Simple projects can be defined as a single task. Projects with a handful of tasks can have the tasks organized within a project folder. Or, a project can have tasks subdivided into organizational folders — all within a project folder. Project Tree items can be moved, reordered, renamed, modified or deleted using the context menus. To simplify the creation of multi-task projects, a project folder establishes an inheritance chain for contained items (tasks and organizational folders). This means, for example, that a task added to a project folder inherits the project folder's properties — values such as Project Name, billable status and billing rate. In addition, an organizational folder within a project folder will pass it's properties to any items it contains. (See Projects for a discussion and details about inheritance.)

Shortcuts are created using the context menu for tasks (within 'Projects'). Shortcuts can be modified and manipulated using their context menu. Organizational folders can also be created within the "My Work" section of the Project Tree.

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