Phase / milestone

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Table of contents

Attribute groups Attribute groups are used to group attributes belonging to the same theme (project, exchange, task, portfolio...). Attributes are ordered, and can be retrieved via these groups. Attributes belonging to the same group can therefore be displayed together in the same form. An attribute can belong to only one group, but to one or more forms.

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

List of milestone attribute groups

Screen listing milestone attribute groups

Filter

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 milestone attribute groups can be filtered using a filter criterion:

Click on Register to apply the filter and Close to return to the list.

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Rights required : View attributes in platform administration

Actions

Add ➡️ Create and modify a milestone attribute group

Edit ➡️ Create and modify a milestone attribute group

Filter ➡️ Filter list of milestone attribute groups

No view can be set for this screen.

Add

Allows you to add a group ofmilestone attributes.

milestone Creating and modifying amilestone attribute group

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Rights required :Create attributes in platform administration

Edit

Allows you to modify a group ofmilestone attributes.

milestone Creating and modifying amilestone attribute group

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Rights required : Modifying attributes in platform administration

Create and modify a milestone attribute group

The creation and modification forms are similar.

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Rights required :

milestone attribute group modification screen

Here are the fields found in this screen:

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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.

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

Seehistory

Displays a list of changes made to this attribute group by all users.

Stocks are sorted from the most recent to the oldest date.

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.

Delete

Deletes a group of attributes.

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Rights required : Delete attributes in platform administration