Perimeters

‣

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.

💡

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

List of perimeters

Screen listing perimeters

Filter the list of perimeters

‣

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.

General actions

Add ➡️ Creating and modifying a perimeter

Edit ➡️ Creating and modifying a perimeter

Filter ➡️ Filter the list of perimeters

Sort

🚦

Rights required : Viewing snapshots and Perimeter consultation

Creating and modifying a perimeter

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

🚨

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

🚩

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.