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.

 

main window

 

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" dm vision - pin the Design Manager Vision window in place and prevent it from retracting by clicking the Auto Hide button dm vision - un pin 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 top of the pane provides "live-content"  company information regarding the company's current accounting and design status along with your Tasks and Appointments and a Time Entry Timer. There are four separate panes:  Accounting Summary DM Vision - accounting summary- button, Design Summary DM Vision - design summary-button, Task & Appointments DM vision - calendar and Time Entry Timer dm vision - timer button.  Click on the buttons to display the information within the pane.

 

 

The Accounting Summary pane is subdivided into branches.  Click on the plus sign ("+") to expand a branch.

 

dm vision -accounting

 

The Accounting Summary branches are as follows:

 

Cash - Beneath the Cash branch, each of the company's Asset (Bank/Checking) Accounts and the current balance for each, will be listed.

 

Accounts Receivable - The current balance of the Accounts Receivable Account will be listed followed by further branches as follows:
Largest Balance by Project - Lists Projects in descending order of the total balance for all Client Invoices not yet paid in full.
Longest Invoices Overdue - Lists unpaid Client Invoices and their current balance in descending Client Invoice Date order.
Run Report - Clicking Run Report will launch the Aged Accounts Receivable Report for further review of the current outstanding Client Invoices.

 

Accounts Payable - The current balance of the Accounts Payable Account will be listed followed by further branches as follows:
Largest Balance by Vendor - Lists Vendors in descending order of the total balance for all Vendors Payables which you have not yet paid in full.
Longest Overdue - Lists unpaid Vendor Payables and their current balance in descending Vendor Invoice Date order.
Run Report - Clicking Run Report will launch the Aged Accounts Payable Report for further review of the current outstanding Vendor Payables.

 

 

The Design Summary pane is also subdivided into branches.  Click on the plus sign ("+") to expand a branch.

 

dm vision -design

 

The Design Summary branches are as follows:

 

Open Proposals - Lists Proposals that have a Requested Deposit amount but have not yet had a Deposit recorded against them.  Proposals will be listed in ascending order based upon their Proposal Date meaning the oldest Proposals will be listed first.  The Proposal Project Code, Number, Date,  and total amount is displayed for each Proposal shown.  The total of all listed open Proposals is also displayed.
Run Report - Clicking Run Report will launch the Proposal Listing Report for further review of the open Proposals.

 

Open PO and Work Orders - Lists Purchase and Work Orders that have not yet been designated as closed.  Design Manager allows you to define how a Purchase/Work Order is closed with the Purchase Order Closed By (PO Closed By) option on the Company Advanced Options Window - PO Tab.  Each Purchase/Work Order is displayed with their Purchase/Work Order Number, Ordered Date, and Vendor Code.  Purchase/Work Orders will be listed in ascending order based upon their Ordered Date meaning the oldest documents will be listed first.
Run Report - Clicking Run Report will launch the Open Purchase Orders Report for further review of the documents.

 

 

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.

 

dm vision -calendar

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.

 

dm vision -calendar 3 mths

 

 

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.

 

dm vision - timer

 

The drop-down menu shows the selection of your Time Activities. Choose which activity you are recording your time for.

 

play timer button Choose the Play button to start the timer.

 

pause timer button The Pause button will stop the timer. (If you wish to continue to record to the time - choose Play again)

 

reset timer button To Reset your time back to zero choose the Reset button.

 

create time entry from timer 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.

 

The bottom of the Vision panel will show content that may rotate frequently; showing different information, including a menu for our Help Center and other informative links to enhance your Design Manager experience.  Also, when you are viewing an item or component you will see the picture attached to it, or be able to load a picture from this area. See Picture and Image functions for adding a new picture.

 

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.

 

dm vision -shows picture

 

Here you can choose to Load, Paste from Clipboard or Capture a Picture to include with your Item.

 

load picture Load a picture - See Picture and Image functions for details on the functions of this window.

 

paste picture 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 picture 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.

Display Options - Select any option OTHER than the Auto-fit screen option.
Advanced - Be sure Use iPhone/iPad Storage is ON
Win Media Redirect must also be turned ON

 

 

 

Vision Panel with Help Center view

 

dm vision - help center

To use the Help Center content:

 

Click into the "Search Help Center" area.
Type in a word or phrase to Search for.
Then Choose the Search button.
Scroll down on the Help Center to see the results of the search.

 

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.