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Project Monitor v7.7 Knowledge Center
Project Monitor v7.7 Knowledge Center
portfolio

portfolio

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Table of contents
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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.

List of portfolio attributes

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

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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This list of task attributes can be filtered using the following filter criteria:

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

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Read more : Bulk import of attributes ➡️ Import memoImport memo

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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

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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

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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.

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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:

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WordingWording
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CodeCode
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DescriptionDescription
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OrderOrder
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GroupGroup
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TypeType
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Default valueDefault value
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UnitUnit
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List for attributesList for attributes
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Default list valueDefault list value
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CalculatedCalculated
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FormulaFormula
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Dynamic URLDynamic URL
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MandatoryMandatory
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historisedhistorised
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universaluniversal
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Purge if not seizablePurge if not seizable
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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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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 .

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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.

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Produced by Virage Group