Perimeters

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Table of contents

Perimeter The scope defines characteristics that restrict the choice of : - subjects - dates - hierarchies... The scope will be used to produce a snapshot

Perimeters A snapshot allows you to take a "photo" of data to remember what happened at a specific moment in time.

Perimeters. The scope lets you choose the types of data for which you want to launch a snapshot.

For example, I define my perimeter on the following representations target and estimated for theBudget theme . I'll be able to launch my snapshot by adding projects via a filter or by selecting All projects. I'll then be able to visualize the values of these representations for my projects for a given date, and compare them with the values for another date.

It is this perimeter that defines the information saved in the snapshot. The snapshot saves the values of certain representations at a given time.

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Snapshot, perimeter and report Project budget review with snapshot (Excel) work together.

List of perimeters

Screen listing perimeters

Filter

We can have a filter All projects or a filter that works with criteria.

This button makes it easy to find the items you're looking for. You can use an already saved filter (private or public) or specify specific filter criteria.

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Once selected, a filter remains active until deselected by the user. When logged out, if a filter was active at logout, it will still be active the next time the user logs in.

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This list of perimeters can be filtered using a single filter criterion:

Click on Register to apply the filter and Close to return to the list.

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Rights required : Viewing snapshots and Perimeter consultation

Sort

This button is used to sort :

in ascending order on first click (down arrow)
in descending order on second click (arrow up) A third click on this button removes the sorting.

Sorting is performed on the header of a list in the application: list of views, users, projects, etc.

Add

Allows you to add a perimeter.

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Rights required : Creating perimeters

Edit

Allows you to modify a perimeter.

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Rights required : Modification of perimeters

Creating and modifying a perimeter

This screen is used to define the data used by the snapshot: representations, attributes, etc.

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It is possible to modify a perimeter. However, when snapshots are created using this perimeter, this risk modifying the criteria of the snapshot already in use. A banner will appear to indicate this.

Perimeter modification screen

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Rights required :

Viewing snapshots and Perimeter consultation Creating perimeters and/or Modification of perimeters Consulting hierarchies in platform administration

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If multilingual configuration is enabled, an additional field must be filled in a section Multilingual. This field corresponds to the object label in the other language.

Apply

This feature is useful for applying your modifications while continuing to change information on the same page. This button is available when you are modifying an element that has already been created.

Delete

Allows you to delete a snapshot perimeter.

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Rights required : Removal of perimeters

Validates your changes. This may redirect you to the previous page on some screens.

Seehistory

Displays the list of changes made to this snapshot scope by all users.

Stocks are sorted from the most recent to the oldest date.