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.
Platform attributes can only be created via the Platform.
These attributes represent the constants needed to create formulas, for example, and are prefixed with UP.
Attributes related to the various themes are managed in Administration > Field settings >
Attributes.
Read more : Bulk import of attributes ➡️ Import memo
List of platform attributes
This list contains the Codethe
Wordingthe
Type of objects defined phase, task, document...), the type of theattribute (list, date, numeric...), if it's a mandatory attribute , technical and the theme to which it belongs.
Attribute creation/modification is based on type.
In this screen, you can create and modify platform attributes, as well as theme attributes.
Rights required :
View attributes in platform administration
Platform attribute consultation
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.
Permet de créer tout type d’attribut :
Attribut plateforme : Plateforme - Création et modification d'un attribut de type plateforme
Attribut de projet : Project
Attribut de portefeuille : portfolio
Attribut d’échange : exchange
Attribut de tâche : task
Attribut de pièce financière : financial document
Attribut de phase/jalon : Phase / milestone
Attribut de demande : Request
Rights required : Create attributes in platform administration
Permet de modifier un attribut plateforme existant.
Plateforme - Création et modification d'un attribut de type plateforme
Rights required : Modifying attributes in platform administration
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.
Click on Register to apply the filter and
Close to return to the list.
Creating and modifying a platform attribute
Platform attributes can only be created via the Platform.
These attributes represent the constants needed to create formulas, for example, and are prefixed with UP.
Attributes related to the various themes are managed in Administration > Field settings >
Attributes.
Rights required :
View attributes in platform administration
Platform attribute consultation
Create attributes in platform administration (creation)
Modifying attributes in platform administration (change)
Here are the fields found in this 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.
It is possible to select structure values from those created on the platform and which can be attached to an attribute. ‣
Validates your changes. This may redirect you to the previous page on some screens.
This feature is useful for applying your modifications while continuing to change information on the same page.
Displays a list of modifications made to this attribute by all users.
Stocks are sorted from the most recent to the oldest date.