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Project Monitor v7.7 Knowledge Center
Project Monitor v7.7 Knowledge Center
/Administration
Administration
/
Field settings
/Phase / milestone
Phase / milestone
Phase / milestone

Phase / milestone

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Table of contents
  • List of milestone attributes
  • Creating and modifying a milestone attribute
  • General actions (creation)
  • General actions (modification)
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attribute

Created according to need, these fields are found throughout the application, completing the description of an object. They can be used as analysis axes, report sorting and search criteria. Attributes can be of different types, such as numeric, document, list, etc. They can be mandatory or non-mandatory. They may or may not be mandatory. They can be set in the administration. Some technical attributes are inherent to the application.

🚨

Attributes categorized as technical cannot be added to an attribute group.

List of milestone attributes

This screen lists the platform's milestone attributes.

A milestone attribute is used to complete the description of a phase or milestone. It is an attribute of a planning object. It can be used, for example, in a PhasePhase or a milestonemilestone

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Rights required : View attributes in platform administrationView attributes in platform administration

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Read more : Bulk import of attributes ➡️ Import memoImport memo

Screen listing milestone attributes
Screen listing milestone attributes

SortSort

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 create a newmilestone attribute .

milestone Creating and modifying amilestone attributemilestone Creating and modifying amilestone attribute

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Rights required : Create attributes in platform administrationCreate attributes in platform administration

EditEdit

Allows you to modify anmilestone attribute .

milestone Creating and modifying amilestone attributemilestone Creating and modifying amilestone attribute

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Rights required : Modifying attributes in platform administrationModifying attributes in platform administration

FilterFilter

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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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It is possible to filter this list of milestone attributes with filter criteria:
  • ContainsContains
  • TypeType
  • GroupGroup

Click on RegisterRegister to apply the filter and CloseClose to return to the list.

Creating and modifying a milestone attribute

The creation and modification forms are similar.

🚦

Rights required :

  • View attributes in platform administrationView attributes in platform administration
  • Create attributes in platform administrationCreate attributes in platform administration (creation)
  • Modifying attributes in platform administrationModifying attributes in platform administration (change)
milestone attribute modification screen
milestone attribute modification screen

General actions (creation)

RegisterRegister

General actions (modification)

Apply

RegisterRegister

DeleteDelete (right required : Delete attributes in platform administrationDelete attributes in platform administration)

SeehistorySeehistory

Here are the fields found in this screen:

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WordingWording

attribute name

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CodeCode

Codes are generally entered in uppercase letters and with underscores _ It is important to enter them because they can be helpful in case of an error.

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This field cannot be edited after theattribute has been created.

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DescriptionDescription

Enter additional information in this field to describe your attribute. This is what will appear in the tooltip.

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OrderOrder

The order in whichattribute in the list of attributes

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GroupGroup

Group of attributes to whichattribute Phase / milestonePhase / milestone An attribute belong to only one group, but to one or more forms. 🚨 Technical attributes cannot be added to an attribute group.

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TypeType

Selectattribute typeattribute

  • Chain : string of 225 characters
  • Digital
  • Boolean : true/false/null
  • List : Selecting a value from a list; the values in the lists must be configured in ListsLists
  • Date
  • Multi-line : multi-line text field without formatting*
  • Wealthy : multi-line text field with text editor*
  • Image
  • Document

*When syncing with Galilee, only the first 2,000 characters will be included

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This field cannot be edited after theattribute has been created.

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Default valueDefault value

The type of this field is determined by theattribute type: this field will be of the multi-line type if theattribute typeattribute Multi-line. This field does not appear if theattribute typeattribute Document or Image.

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UnitUnit

This field does not appear if theattribute typeattribute Document or Image.

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List for attributesList for attributes

This field appears if theattribute typeattribute set to List. You will be able to choose from all the attribute lists on the platform. ListsLists You can edit the list using the contextual menu this field Creating and modifying a list 🚨 This field cannot be edited after theattribute has been created.

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Default list valueDefault list value

This field appears if theattribute typeattribute set to List. You will be able to select an attribute the List for attributesList for attributes selected. This involves entering a default value that will appear during creation or editing and can be changed.

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Dynamic URLDynamic URL

This field appears if the field type is set to Document and if the box CalculatedCalculated is checked. Enter the fixed parts in quotation marks and the variable parts in uppercase.

Example of a valid formula: 'http://www.viragegroup.com/projects/' + PROJECT.ID + '/display=true' Whenattribute is assignedattribute a project, the formula is displayed. When the user saves, the variables are evaluated, and the screen displays the dynamic value of the URL. In task templates, task example, the URL variables are not evaluated. URLs configured in this way are dynamic: if an administrator updates the fixed part of the URL inattribute, the existing attributes are updated for all projects. If one of the parameters in the URL formula is updated (project code, attribute ), the dynamic URLs are updated for the project.

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TechnicalTechnical

Some attributes are technical and cannot be deleted. They are useful for configuring properties and are used as search and break criteria.

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Technical attributes cannot be added to an attribute group. Required technical attributes cannot be made optional.

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Restricted modificationRestricted modification

This field appears only onattribute projectattribute ormilestone codeattribute . It allows you to enable or disable editing of this attribute.

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Rights required : Restricted modification of attributesRestricted modification of attributes

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Search criteriaSearch criteria

If this box is checked,attribute be used as a search criterion.

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historisedhistorised

If this checkbox is selected, a value forattribute saved for a period (from a start date to an end date).

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Quick search criteriaQuick search criteria

If the checkbox Search criteriaSearch criteria is checked, then you will be able to check this box. attribute appear in the quick filter search list (first in the list of search criteria).

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Purge if not seizablePurge if not seizable

If this checkbox is selected, then ifattribute uneditable and contains a value, that value is reset to empty

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You can select structure values structure those created on the platform that can be associated with an attribute. Hierarchies - Setting attachmentsHierarchies - Setting attachments

đźš©

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.

RegisterRegister

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

DeleteDelete

Deletes the platformattribute .

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Rights required : Delete attributes in platform administrationDelete attributes in platform administration

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.

SeehistorySeehistory

Displays a list of modifications made to this attribute by all users.

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