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Project Monitor v7.7 Knowledge Center
Project Monitor v7.7 Knowledge Center
Administration

Administration

User settings

‣
User management
UsersUsers
Users

Manage platform users.

RolesRoles
Roles

Configure rights in general, hierarchical and project roles.

HistoryHistory
History

View thehistory user actions.

‣
Public filters
ProjectProject
Project

Configure public project filters.

ResourceResource
Resource

Configure public resource filters.

tasktask
task

Configure public task filters.

exchangeexchange
exchange

Configure public exchange filters.

‣
Private filters
ProjectProject
Project

Configure project filters.

ResourceResource
Resource

Configure your resource filters.

tasktask
task

Configure your task filters.

exchangeexchange
exchange

Configure your exchange filters.

Model settings

‣
Templates
ProjectProject
Project

Configure project templates.

PhasePhase
Phase

Configure phase models.

milestonemilestone
milestone

Configure milestone templates.

exchangeexchange
exchange

Configure exchange models.

tasktask
task

Configure task templates.

RequestRequest
Request

Configure request templates.

‣
Views
ViewsViews
Views
‣
Dashboards
PlatformPlatform
Platform

Configure platform dashboards.

ProjectProject
Project

Configure project dashboards.

portfolioportfolio
portfolio

Configure portfolio dashboards.

‣
Slideshow templates
Slideshow templatesSlideshow templates
Slideshow templates
‣
Web summary sheets
ProjectProject
Project

Set up cards to summarize key project information.

Phase / milestonePhase / milestone
Phase / milestone

Set up cards to summarize key information about a milestone.

‣
document summary sheets
document summary sheetsdocument summary sheets
document summary sheets
‣
Automations and workflows
AutomationsAutomations
Automations

View a library of ready-to-use processes.

WorkflowsWorkflows
Workflows

Add and consult customized platform processes.

Field settings

‣
Hierarchies
HierarchiesHierarchies
Hierarchies
‣
Attributes
PlatformPlatform
Platform

Configure platform attributes.

ProjectProject
Project

Configure project attributes.

Phase / milestonePhase / milestone
Phase / milestone

Configure phase and milestone attributes.

portfolioportfolio
portfolio

Configure portfolio attributes.

exchangeexchange
exchange

Configureexchange attributes.

financial documentfinancial document
financial document

Configure financial document attributes.

tasktask
task

Configure task attributes.

RequestRequest
Request

Configure request attributes.

‣
Attribute groups
ProjectProject
Project

Group project attributes.

Phase / milestonePhase / milestone
Phase / milestone

Group phase and milestone attributes.

portfolioportfolio
portfolio

Group portfolio attributes.

exchangeexchange
exchange

Groupexchange attributes.

tasktask
task

Group task attributes.

RequestRequest
Request

Group application attributes.

‣
Lists
ListsLists
Lists

Measurement settings

‣
Budget settings
Budget itemsBudget items
Budget items

Set up budgets to be allocated to projects.

Types of financial documentsTypes of financial documents
Types of financial documents

Categorize financial documents by type.

Budget envelopesBudget envelopes
Budget envelopes

Group budgets by set of projected expenses.

Analytical axesAnalytical axes
Analytical axes

Set up analytical axes to consolidate budget values.

parameter structuresparameter structures
parameter structures

Configure budget structures.

CategoriesCategories
Categories

Set up budget categories based on parameter structures.

‣
Resource settings
ResourcesResources
Resources

Configure resources to be assigned to projects.

ProfilesProfiles
Profiles

Set up profiles to consolidate resources.

parameter structuresparameter structures
parameter structures

Configure resource structures.

CategoriesCategories
Categories

Configure resource categories based on parameter structures.

‣
Indicator settings
IndicatorsIndicators
Indicators

Set up indicators to be assigned to projects.

parameter structuresparameter structures
parameter structures

Configure indicator structures.

CategoriesCategories
Categories

Configure indicator categories based on parameter structures.

‣
Risk settings
RisksRisks
Risks

Configure risks to be assigned to projects.

parameter structuresparameter structures
parameter structures

Configure risk structures.

CategoriesCategories
Categories

Configure risk categories based on parameter structures.

Data administration

‣
Exports
ProjectsProjects
Projects

Export project data.

PhasesPhases
Phases

Export phase data.

MilestonesMilestones
Milestones

Export milestone data.

Project resource dataProject resource data
Project resource data

Export resource data.

Resource descriptionResource description
Resource description

Export planned resource data.

Description of resources - periodic informationDescription of resources - periodic information
Description of resources - periodic information

Export resource planning data by period.

Activity entriesActivity entries
Activity entries

Export activity entries by period.

UsersUsers
Users

Export platform users.

RolesRoles
Roles

Export platform roles.

User monitoring reportsUser monitoring reports
User monitoring reports

Track user actions with graphs and exports.

Project budget dataProject budget data
Project budget data

Export project budget data.

Financial documentsFinancial documents
Financial documents

Export financial documents.

Budget plansBudget plans
Budget plans

Export requests for one or more budget versions.

TasksTasks
Tasks

Export tasks.

ExchangesExchanges
Exchanges

Export exchanges.

RisksRisks
Risks

Exporting risks.

Platform indicatorsPlatform indicators
Platform indicators

Export platform indicators.

Project indicator dataProject indicator data
Project indicator data

Export project indicators.

RequestsRequests
Requests

Export requests.

QuoteQuote
Quote

Export quotes.

BillsBills
Bills

Export invoices.

RevenueRevenue
Revenue

Export revenues.

‣
Imports
BudgetsBudgets
Budgets

Import budgets.

Attributes, risks and hierarchiesAttributes, risks and hierarchies
Attributes, risks and hierarchies

Import attributes, hierarchy values and risks.

ProjectsProjects
Projects

Import projects.

ResourcesResources
Resources

Import resources.

Platform indicatorsPlatform indicators
Platform indicators

Import indicators.

TasksTasks
Tasks

Import tasks.

MS Project filesMS Project files
MS Project files

Import MS Project files to create projects.

‣
Snapshots and perimeters
SnapshotsSnapshots
Snapshots

Capture data at a precise moment in time.

PerimetersPerimeters
Perimeters

Select data types before launching snapshots.

Advanced settings

‣
Platform configuration
Global configurationGlobal configuration
Global configuration

Configure platform settings.

Language managementLanguage management
Language management

Manage languages, date formats and labels.

License managementLicense management
License management

View platform license consumption.

CalendarsCalendars
Calendars

Set up hierarchical, resource and platform calendars.

PeriodsPeriods
Periods

Set up time periods for the platform.

Task notificationTask notification
Task notification

schedule an e-mail to be sent when tasks reach their deadline.

Integration with Strat MonitorIntegration with Strat Monitor
Integration with Strat Monitor
‣
Technical configuration
Background commandsBackground commands
Background commands

Monitor the progress of actions launched on the platform.

SAML2 authenticationSAML2 authentication
SAML2 authentication

Configure SSO with SAML2.

OpenIdConnect authenticationOpenIdConnect authentication
OpenIdConnect authentication

Configuring SSO with OpenIdConnect

GalileeGalilee
Galilee

Use Project Monitor's Business Intelligence module.

ALSALS
ALS

Consult the platform's availability percentages.

WebhookWebhook
Webhook

Notify a third-party application when an event occurs.

Useful links

Technical memosTechnical memos

List of rightsList of rights

Manage resourcesManage resources

Manage budgetsManage budgets

Manage risksManage risks

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Produced by Virage Group