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

Project

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Table of contents
  • List of project attributes
  • Creating and modifying a project 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.

🚨

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

📎

Read more : Bulk import of attributes ➡️ Import memoImport memo

List of project attributes

This screen lists the platform's project attributes. It is also possible to find them in the administration. PlatformPlatform with other kinds of attributes.

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

Screen listing project attributes created on the platform
Screen listing project attributes created on the platform

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 new attribute .

Project - Creating and modifying a attributeProject - Creating and modifying a attribute

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

EditEdit

Allows you to modify an existing attribute .

Project - Creating and modifying a attributeProject - Creating and modifying a 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 project attributes can be filtered using the following criteria:
  • ContainsContains
  • TypeType
  • GroupGroup

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

Creating and modifying a project attribute

The creation and modification forms are similar.

image
Screen for modifying a project attribute , in this case a string attribute .
Screen for modifying a project attribute , in this case a string attribute .
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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)

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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If this field is modified, it may have an impact ifattribute used in a calculation formula or a workflow.

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

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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. This involves entering a default value that will appear during creation or editing and can be changed.

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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 order of the list values is taken into account)

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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.

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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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ConfidentialConfidential

If this box is checked, then this attribute be used as a search criterion, quick search criterion, break criterion break technical criterion. Only users with the appropriate permission Viewing confidential attributesViewing confidential attributes can enter and view these attributes. Other users can see the attributes but not their values.

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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.

Mandatory 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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MandatoryMandatory

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

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Mandatory technical attributes cannot be made optional.

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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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break criterionbreak criterion

If the checkbox is selected, this attribute available as a filter and sort criterion in reports. It will be possible to includeattribute a report.

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universaluniversal

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

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SpotlightSpotlight

This field appears if theattribute typeattribute List. If this box is checked,attribute centered and displayed using the color of the list value in Excel dashboards.

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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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attribute conditionattribute condition

If theattribute of type Digital and if the box CalculatedCalculated is checked, then this field will not appear. This field allows you to select another attribute a list (attribute with the themetheme (Project). attribute will therefore depend on this attribute ; it will only be editable if valuesattribute been entered forattribute . For example, I create an attribute Reason for the bad weather, which will be accessible only ifattribute Weather has been set to theattribute values Thunderstorm or Rain

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For this to work properly, we recommend adding both attributes to the same form .

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Value to make graspableValue to make graspable

This field appears if a attribute conditionattribute condition has been defined. The list values forattribute appear. You must define certain values for which the newly attribute will be editable: For example, I create an attribute Reason for the bad weather, which will be accessible only ifattribute Weather has been set to theattribute values Thunderstorm or Rain

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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

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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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Non-exhaustive list of error/information messages

🚨 Attributes categorized as "technical" cannot be added to an attribute group

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.