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Project Monitor v7.7 Knowledge Center
Project Monitor v7.7 Knowledge Center
/Administration
Administration
/
Field settings
/Platform
Platform
Platform

Platform

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Table of contents
  • List of platform attributes
  • Creating and modifying a platform attribute
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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.

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

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platform attribute

Platform attributes can only be created via the PlatformPlatform.

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 AdministrationAdministration > Field settings > Attributes.

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Attributes of other themes can be managed in specific parameter maps:
  • ProjectProject
  • portfolioportfolio
  • RequestRequest
  • exchangeexchange
  • tasktask
  • financial documentfinancial document
📎

Read more : Bulk import of attributes ➡️ Import memoImport memo

List of platform attributes

This list contains the CodeCodethe WordingWordingthe 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.

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Rights required :

  • View attributes in platform administrationView attributes in platform administration
  • Platform attribute consultationPlatform attribute consultation
Screen listing all platform attributes
Screen listing all platform 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 any type ofattribute

attribute : Platform - Creating and modifying a platform attributePlatform - Creating and modifying a platform attribute

attribute : ProjectProject

portfolio attribute portfolio portfolioportfolio

exchange attribute exchange exchangeexchange

task attribute task tasktask

attribute financial document financial documentfinancial document

milestone attribute milestone Phase / milestonePhase / milestone

attribute : RequestRequest

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

EditEdit

Allows you to modify an existing attribute .

Platform - Creating and modifying a platform attributePlatform - Creating and modifying a platform attribute

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

FilterFilter

image

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 platform attributes can be filtered using several criteria:
  • ContainsContains
  • TypeType
  • Type of objects definedType of objects defined
  • themetheme

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

Creating and modifying a platform attribute

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platform attribute

Platform attributes can only be created via the PlatformPlatform.

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 AdministrationAdministration > Field settings > Attributes.

Screen for modifying a platform attribute , in this case a multi-line attribute
Screen for modifying a platform attribute , in this case a multi-line attribute
🚦

Rights required :

  • View attributes in platform administrationView attributes in platform administration
  • Platform attribute consultationPlatform attribute consultation
  • Create attributes in platform administrationCreate attributes in platform administration (creation)
  • Modifying attributes in platform administrationModifying attributes in platform administration (change)

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

Theattribute groupattribute attribute

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Technical attributes cannot be added to an attribute group.

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FormsForms

Forms in which theattribute

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themetheme

Selecting a theme theattribute planning, revenue, risk, resources, budget...

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TypeType

Selectattribute typeattribute

  • Chain : a 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 🚨 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. The goal is to set a default value that will appear during creation or editing and can be changed.

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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 Lists - Creating and modifying a list itemLists - Creating and modifying a list item

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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.

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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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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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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.

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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

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.