Navigation:  MANAGEMENT of Projects > Settings

General Settings

These settings apply to any qdc database. The path for estimate created from the Management module, the database by default and whether it must be open on the Management module opening; they are defined in Administration>General Settings>Management General Settings>Link to estimate:

 

The specified path when you create an estimate from the Management module shows in the QDV Path column and is used in the Estimating module. In other words, unlike the estimates created from the Estimating module, those created from the Management one are not put in temporary files.

NOTE This directory can be different than the one where estimates are saved by default in the Estimating module. (Refer to Settings.) These directories are retained in AppData>Roaming>QDV (respectively, QDVSettingsManagement.xml and QDVSettings.xml):

 

History Display

To display in the projects editor the various versions, check the box Enable time tracking. They are displayed together in a collapsible group (+).

Otherwise, only the latest one is displayed.

As you create and save a new version, click Data>Refresh in the Management module.  

 

Setting on a Database Basis

▪Backup folder (optional) requested on the Management module opening:

▪Format of the auto-filled project numbers:

1.Click Administration>Numbering Rules; this brings up a dialog box

2.To select an item, tap into the drop-down list, which is common to the four chunks (select 'none' to disable an item if the number must be appended to less than four chunks)

3.Select the length (the date length must comply with the selected format in Home>Format>Format cells)

4.Enter the fixed text if any (6 chars at most)

5.Select how the number is incremented

6.Select the kind separator between the chunks

7.To enforce the rules, click Apply

8.If the result is OK, close the window:

 

Do not confuse the project title and the estimate name, which shows in the (Full) QDV Path displayed after the estimate creation.

In fact, the title is only the objective of the estimate; e.g., Renewal. Prefix, Next 1, Next 2, Suffix (and Title) are optional, but at least one writable field must be entered in the editor.

The character strings are derived as follows (for the aforementioned settings):

 

NOTE

- Do NOT use the QDV Path field

- If the count of characters of the selected field exceeds the entered number, the field value is truncated accordingly

- If the reverse is true, the field value is completed with as many _

- If you change the rules while some projects are already entered, these projects keep their original numbers.  

 

Customize the Ribbon

To specify as to whether a menu must be visible, select Administration>General Settings>Customize Ribbon, and check the items to hide. Alternative; File>Tools>General.

The settings for all users take always precedence over the settings of a particular user. For the former, run QDV7 as an administrator.

If it apples to all users, do NOT check Administration>General Settings>Customize Ribbon.