Logo
  • Other versions
  • Virage Group
  • Espace Magenta
  • Support ticket
  • Strat Monitor documentation
Logo

Produced by Virage Group

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

portfolio

‣
Table of contents
  • List of portfolio attributes
  • Creating and modifying portfolio attribute
icon
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 portfolio attributes

Screen listing the platform's task attributes
Screen listing the platform's task attributes

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.

🚩
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.
‣
This list of task attributes can be filtered using the following filter criteria:
  • ContainsContains
  • TypeType
  • GroupGroup

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

📎

Read more : Bulk import of attributes ➡️ Import memoImport memo

🚦

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

Add

Allows you to create a newportfolio attribute .

portfolio  Creating and modifying a portfolio attributeportfolio Creating and modifying a portfolio attribute

🚦

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

EditEdit

Allows you to modify anportfolio attribute .

portfolio  Creating and modifying a portfolio attributeportfolio Creating and modifying a portfolio attribute

🚦

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

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.

Creating and modifying portfolio 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)
Screen for modifying aportfolio attribute , in this case a Date attribute .
Screen for modifying aportfolio attribute , in this case a Date attribute .

Here are the fields found in this screen:

‣
WordingWording

attribute name

‣
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.

🚨

This field cannot be edited after theattribute has been created.

‣
DescriptionDescription

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

‣
OrderOrder

The order in whichattribute in the list of attributes

‣
GroupGroup

Theattribute groupattribute attribute portfolioportfolio An attribute belong to only one group, but to one or more forms.

🚨

Technical attributes cannot be added to an attribute group.

‣
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 synchronizing with GalileeGalilee, only the first 2,000 characters will be considered
🚨

This field cannot be edited after theattribute has been created.

‣
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.

‣
UnitUnit

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

‣
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

🚨

This field cannot be edited after theattribute has been created.

‣
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.

‣
CalculatedCalculated

This field appears if theattribute typeattribute set to Digital or Document. attribute calculated using a formula assigned to it. Calculated attributes allow you to obtain the value of an attribute an equation. The equation uses mathematical operators: +, -, *, / You can retrieve the value of a attribute PROJECT.attribute_code or the value of an attribute UP.attribute_code. Once entered PROJECT. or UP., the list of attributes that can be used in the equation is displayed. An equation can use numeric attributes or list-type attributes (in which case the value associated with the list entry is used)

‣
FormulaFormula

This field appears if theattribute typeattribute set to Digital and if the box CalculatedCalculated is checked. Prefix the PlatformPlatform by UP. Prefix the ProjectProject by PROJECT. Use the alternative syntax [ instead of . if your code contains a hyphen. If the codes consist solely of numbers, use the syntax PROJECT_MEASURE['007'], where 007 is the parameter code If an attribute referenced in the formula and is of the numeric or list type, it must have a default value.

‣
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.

‣
MandatoryMandatory

If this box is checked, then this attribute must be filled attribute creating a project.

🚨

Mandatory technical attributes cannot be made optional.

‣
historisedhistorised

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

‣
universaluniversal

If the box is checked, it is automatically assigned to every project when it is created.

‣
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

🚩

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. ‣

RegisterRegister

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

DeleteDelete

Deletes the platformattribute .

🚦

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.