Select Projects Dialog Box

Use this dialog box to select specific projects for an employee to add to an Employee Info Center section of a custom proposal.

In addition to selecting specific projects in this dialog box, you must have added a merge code for associated projects and merge codes for specific project fields in the InDesign merge template that you created for the employee section of the custom proposal. In the merge template, if you chose to include all associated projects (instead of Proposal Projects), then you do not need to select projects in this dialog box.

Location

To display the dialog box, complete the following steps:

1. From the Ajera CRM Navigation menu, click Proposals > Custom Proposal.
2. On the Custom Proposal form toolbar, click Sections, and set up a section for the Employee Info Center. After you set up and save a section for the Employee Info Center, a tab for it displays on the Custom Proposal form.
3. Open the tab, and click Build Resume > Add Project Experience or Build Resume > Add Project Experience to Selected Records on the grid toolbar.

Contents

Field	Description
Limit Projects to those associated to the Employee	Select this option to display projects that are associated with an employee on the Project lookup when you click Search. The projects displayed on the Project lookup are the projects that are entered on the Projects tab in the Employee Info Center for an employee.
Only include Projects where this Employee worked for more than this many hours	This field is disabled if the Limit Projects to those associated to the Employee check box is not selected. This option is composed of a check box and a number field. If the check box for this field is selected, the number field is required. Select this check box to further filter projects where the employee has spent an equal or greater number of hours than the number entered in the number field. Projects that meet the criteria will be included in the list of projects displayed on the Project lookup.
Search	Click this button to open the Project lookup, where you can select projects that you want to include in the employee's resume. To filter projects displayed on the Project lookup, to display only those projects that are associated with the employee, click the Limit Projects to those associated to the Employee check box. You can filter the results further by using the Only include Projects where this Employee worked for more than this many hours check box to limit search results to projects where the employee worked on for a certain amount of time. Selected projects are added to the Select Projects grid.

Selected Projects Grid Toolbar

Field	Description
Selected Projects Drop-down	Click the drop-down arrow on a grid header to complete any of the following actions: To print grid data, click Print. When the Print Preview form displays, click File > Print to send the grid data to your default printer. To export grid data to an Excel spreadsheet, click Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the data, or to save the spreadsheet file locally. To turn on grouping for a grid, click Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into this field, in the sequence that you want them to display. Not all options are available on all grids.
Move Up	To move a project up in the list, click the project, and then click this button to move it up one row. The order that the projects display in the list is the order in which they will display in a merged custom proposal document.
Move Down	To move a project down in the list, click the project, and then click this button to move it down one row. The order that the projects are displayed in the list is the order that they will display in a merged custom proposal document.
Delete Record	To remove a project from the list, click the project, and then click this button.

Selected Projects Grid Columns

Field	Description
Number	This column displays the number associated with the project
Name	This column displays the project name. Click the project name to display the project details.
Hours Worked	This column displays if the Only include Projects where this Employee worked for more than this many hours field is selected. This column displays the number of hours that the employee worked on the project.

Field	Description
OK	Click this button to close this dialog box and apply any changes that you made since you opened the dialog box.
Cancel	Click this button to close this dialog box and cancel any changes that you made since you opened the dialog box.
Help	Click this button to open the help topic for this dialog box.