Navigation and Dashboard

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current implementation

  • functionality split across several modules; partner module is used from finance module and other interoperation
  • functionality is hidden in long menu paths
  • can edit previous partners, special menu with last used partners

New TaskPanel Layout for Navigation Panel

  • a task panel consists of several sections that can be extended and collapsed
  • the goal is to guide the user quickly to the tasks that she needs to do, and links to recent activity of the user
  • even quick find controls can be integrated
  • simple example of how to use normal Panels, without using yet another user control: http://www.codeproject.com/KB/vb/HomemadeXPPanel.aspx
  • (1) sample for the Partner Find Screen (was done using http://www.codeproject.com/cs/miscctrl/TgXPPanel.asp)
  • (2) another sample for Finance Module screen
  • (3) for the main screen

Xptoolbar.pngSample XPTable.pngTaskbarMain.png

Outlook like Panel

  • only one panel is open at the time
  • the other panels are collapsed; they can be shown as items at the bottom of the side panel, or as icons, or hidden completely (a menu brings them back)

ListView

  • in the centre panel, a List view (list, big icons, small icons; using groups; using descriptions ie subitem) shows the available tasks

Dashboard

  • above or below the listview, we can have several other panels
  • eg. a dashboard with charts etc
  • direkt link to detailed reports etc

Calendar panel

  • on the right side, there is a collapsable panel with calendar, and reminders etc

Search boxes

  • there should be a search box on top of the list view
  • default search should be for some data relevant on this page (eg. Partner Name for Address module)
  • drop down allows to search for other relevant data; select Invoice Ref/Number, Supplier name, etc; also drop down: advanced search, which opens a window with filter etc
  • is it possible to search for several criteria and return all results?
  • result: show the fullblown find screen?
  • search for tasks

Hierarchy of tasks

  • Department (was Module in Petra 2.x)
    • implemented as top level folder in Outlook style bar (only one visible at one time)
    • eg. Finance, Personnel
    • Custom Module as well where users can add favourite tasks
  • Module
    • implemented as collapsible panel in outlook style task bar
    • eg. Finance: Gift Processing, General Ledger, Accounts Payable, Budget, Setup
  • SubModule
    • implemented as Link on the collapsible panel in left bar
    • eg. Finance/General Ledger: Setup, transactions, Reports, Period-End, ICH processing
  • Task Group (can be skipped?)
    • implemented as group in ListView
    • eg. General Ledger/Setup: Accounts, Costcentres, Other
  • Task
    • implemented as item in ListView; subitem contains the description
    • eg. General Ledger/Setup/Accounts: add posting account; add foreign currency account; import chart of accounts; show account hierarchy; rename account; etc.
    • basically uses the same screen, but presets selection etc.
    • should be picked up from source code, with description?