Quick Access

The Quick Access section is the default view for Project Center. All user functionality is contained within this section,
Including Create New Client, Create New Project, and access to saved projects and clients.

   Create New Client
    Create New Client allows the user to create a new client profile. To create a new client, click on the Create New Client
    Icon. The user will be directed to a new page where they can name the client and select an industry or sub-industry.
    Once all information is completed, click Save.
    After clicking save, the user will be directed to the Client projects page where they can create a project or delete the
    client.

    Create New Project
    Create New Project allows the user to start a new project. To create a new project, click on the Create New Project icon.
    The user will be directed to a new page where they can choose the client the project is for, and enter in project specifics
    including, name, year, industry, and transaction type. Once all information is completed, click Save.

    Project Center Settings
    Project Center Settings allows the user to change the default acceptance/rejection reasons. These reasons will appear
    as an option for all future clients and projects.

    Projects
    The Projects section allows the user to view All, Completed, Started or Not Started projects. Projects can also be sorted
    by Client, Project, Date Started, Date Created, Year and Status. When these options are clicked, the Project subsection
    will update to display the options or order chosen.

    By clicking on the company name, the user will be directed to the Client Projects page for that client. By clicking
    on the project name the user will be directed to the Searches Saved to this Project.

            Year
            The year displayed in Project is the year being analyzed in the project.

            Searches
            The searches displayed in Project are the number of searches saved for that particular client. Users have the
            ability to save more than one search for each project.

            Status
            The status displayed in Project notifies the user when a project has been made active.

    Clients
    The Clients section allows the user to view every client that has been created.. Information displayed in this section
    includes Client Name, Industry and Projects.

    Clicking on the client name will direct the user to the Client Projects page for that client. Users can also sort clients in
    alphabetical order within this section.

            Client Name
            Client name displays the name specified by the user for the client.

            Industry
            Industry displays the industries chosen by the user when creating the client.

            Projects
            Projects displays the number of projects the user has saved for the client.

Client Projects

The Client Projects page is the default view for every client created. This section contains every project that was created for
that particular client. Users can sort by Project, Date Started, Date Created, Year or status.

    Project
    The Project subsection displays every project associated with the client. Every project displays the year the search was
    created, the amount of searches, the number of agreements and the status of the project. The user also has the ability
    to Export the Accept/Reject List directly from this screen.

    Clicking on the project name will direct the user to Searches Save to this Project.

    Client Details
    Client Details displays the industry chosen by the user when creating the client, the number of projects currently
    available, and the date that the client was created.

    Actions
    Actions allow the user to Create Project or Delete Client. Clicking on Create Project will direct the user to create a new
    project for that client. Clicking on Delete Client will eliminate that client from Project Center.

Searches Saved to this Project
Searches Saved to this Project is the default screen for viewing the searches saved for each project. This section provides
the search methodology used for all saved searches.

    Project Details
    Project Details displays the specifics about the search(s) that has been conducted for that project.

    Project Progress
    The Project Progress bar gives a visual representation of the number of agreements reviewed out of the available
    agreements for that project.

    Agreement Count
    Agreement Count displays the number of agreements the user’s search has yielded in the database.

    Accepted
    Accepted displays the number of agreements the user has accepted from the available agreements. Clicking on View
    will take the user to the list of accepted agreements.

    Rejected
    Rejected displays the number of agreements the user has rejected from the available agreements. Clicking on View will
    take the user to the list of rejected agreements.

    Not Reviewed
    Not Reviewed displays the number of agreements the user has yet to review from the available agreements. Clicking on
    View will take the user to the list of agreements that have not been tagged as accepted or rejected.

    Transaction Type(s)
    Transaction Type(s) displays the type(s) of agreements the user had chosen when creating the project.

    Industry
    Industry displays the industry the user had chosen when creating the project.

    Year for Analysis
    The year displayed in Project is the year being analyzed in the project.

    Actions
    Actions allow the user to Deactivate/Activate, Create New Search or Delete Project. Clicking on Activate alerts the
    system the user will be running searches for a particular project. Clicking on Deactivate alerts the system the user will no
    longer be running searches for a particular project. Create New Search will direct the user to Search Center. Clicking on
    Delete Project will eliminate that project from the user’s account.

ktMINE Project

ktMINE Project within Results Summary allows the user to accept or reject agreements, and provide a reason for the
decision.

    Click to Change
    Click to Change allows the user to choose Accept or Reject for that agreement. Clicking on Accept or Reject will open
    a dropdown that lets the user select a reason for their decisions. The default reasons creating in settings will appear
    here. When adding a new reason, it will only become an option for that project, but will remain available for all other
    agreements within that project.

    Synopsis
    When a project is active within the Results Summary, the user has the ability to add specific royalty rates for export.
    Clicking on Synopsis opens a menu with all available royalty rates for that agreement. Only those rates chosen during
    this step will be included in the user’s export for that project.