The Design Manager Vision Window provides "at-a-glance" information regarding the scheduling and accounting and design status of the company along with access to tutorials and other informative links regarding Design Manager.
Using the Design Manager Vision window
The Design Manager Vision Window is customizable to your preferences. By default, the window will return to a single, small pane if you open or select another window within Design Manager. However, you can "pin" the Design Manager Vision window in place and prevent it from retracting by clicking the Auto Hide button in the top right corner of the window. When the window is pinned in place, it will always be "on top" of any other window. Further, when other windows are displayed, they will always be within the visible area to the left of the Design Manager Vision window. The Design Manager Vision window will always remember which option you were last viewing when reloading the window and will attempt to be displayed upon reloading the window, but if new information has been entered that affects one of the panes, it may be refreshed entirely.
There are two areas of the Design Manager Vision pane:
The Accounting Summary pane is subdivided into branches. Click on the plus sign ("+") to expand a branch.
The Accounting Summary branches are as follows:
The Design Summary pane is also subdivided into branches. Click on the plus sign ("+") to expand a branch.
The Design Summary branches are as follows:
The Tasks & Appointments pane provides a convenient interface to review all of your daily Task and Appointments and monitor those scheduled over the coming weeks or months.
The current day's Tasks & Appointments will always be listed beneath the Calendar. These entries will be indicated with an orange frame. Future Tasks & Appointments will be indicated by a blue frame and will be displayed beneath today's entries in order of upcoming Start Date for Appointments and Due Date for Tasks. Up to nine total entries can be displayed. You can double-click any entry to edit the Task or Appointment through the To Do List Tasks and Appointments window. Clicking the "View more" link will display the To Do List Tasks and Appointments Window so you can review all of your upcoming entries.
The Tasks & Appointments Calendar is a dynamic tool itself. The current date is always selected upon entering the Design Manager Vision window, however, you can select any date on the Tasks & Appointments Calendar to review future Appointments and Tasks that are not yet Completed. Any date with Appointment and "open" Task will be indicated in bold. You can review previous and future months by clicking the arrows to the left and right of the Tasks & Appointments Calendar, respectively. Further, by stretching the Design Manager Vision window, additional months will be displayed.
The Time Entry Timer pane allows you to time yourself while completing a task. Afterwards, you can create a new Time Entry based on the timer.
The drop-down menu shows the selection of your Time Activities. Choose which activity you are recording your time for.
Choose the Play button to start the timer.
The Pause button will stop the timer. (If you wish to continue to record to the time - choose Play again)
To Reset your time back to zero choose the Reset button.
If you wish to create a Time Entry from the recorded time, choose the Create Time Entry button.
The Time Billing - Time Entry window will appear with the Time you recorded. Complete your Time Entry and choose OK. See Time Billing window for more help with the Time Entry.
Vision Panel with Item/Component Picture view
When you are in Projects and Specifications and highlighted on an item or a component, the bottom of the Vision panel will show the picture attached to it.
Here you can choose to Load, Paste from Clipboard or Capture a Picture to include with your Item.
Load a picture - See Picture and Image functions for details on the functions of this window.
Paste a picture from your clipboard. Be sure to have copied a valid picture to your clip board and not just a link/URL to an image or a PDF or Word Document of an image.
Capture a picture using your mobile device. Follow your mobile devices instructions. NOTE: For iPhone or other Apple devices, the following settings are required. These settings are found within the Citrix Receiver App - open the app on the device and select the Settings button at the bottom of the window.
Vision Panel with Help Center view
To use the Help Center content:
For a more Advanced search, choose the Advanced button.
Scroll down on the Help Center to see options to search by, such as, Article and Product Type.
You can also access the same online Help Center here.