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

Hierarchies

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Table of contents
  • Hierarchy list
  • Delete a structure
  • Creating and modifying a structure
  • Actions you can perform on a structure the@contextual menu :
  • Hierarchy card tab
  • General information
  • Attachment settings
  • Attach to a structure
  • Structure tab
  • Levels
  • Values
  • Value details
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structure

A structure is used to organize the platform by hierarchically grouping objects (projects, resources, etc.) or users. HierarchiesHierarchies

Enables rights management and localization/partitioning of access to certain objects. This is known as a structure link.

Example: the geography structure contains continents on level 1, countries on level 2 and cities on level 3.

It is possible to associate a structure with a user group to restrict rights. By default, an object has unrestricted access, but if it is attached to a user group, only users belonging to this group can use the object.

Hierarchy list

Screen listing the platform's hierarchies
Screen listing the platform's hierarchies

This screen lists the hierarchies, with the following information: WordingWording, DescriptionDescription, IdentifierIdentifier.

No customizable view are available for this screen.

💡

If an object is linked, then by default it is not visible to users who do not have the right to use the object specifically on its structure link perimeter. To make an attached object visible to users, they must have general or role role rights to the object's structure link perimeter.

🚦

Rights required : Consulting hierarchies in platform administrationConsulting hierarchies in platform administration

Delete a structure

DeleteDelete

Allows you to delete a structure. This button is available in the list to the right of an element in the contextual menucontextual menuor by consulting a structure from the same menu. A confirmation message is displayed.

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🚦

Right required : Deleting a structureDeleting a structure

Creating and modifying a structure

The screens for creating and modifying a structure are similar, except for the presence or absence of data.

This screen is divided into two tabs:

  • Hierarchies - Hierarchy card tabHierarchies - Hierarchy card tab
  • Hierarchies - Structure tabHierarchies - Structure tab
🚦

Rights required :

  • Consulting hierarchies in platform administrationConsulting hierarchies in platform administration
  • Creating a structureCreating a structure
  • Modifying a structureModifying a structure

Possible actions on a structure from thecontextual menucontextual menu :

ExportExport

This button is available in the contextual menu of a structure.

It exports structure details to a .csv file, which contains :

  • Code_HIERARCHY : CodeCode structure
  • VN_Label : WordingWording structure value
  • Code_VN : CodeCode structure value
  • Description_VN : DescriptionDescription structure value

The three columns for level values are repeated if a structure value exists for another level.

Each structure value is included in a line.

SeehistorySeehistory

This button is available from the contextual menucontextual menu of a structure. It provides an overview of all modifications made.

You can filter by period, user, type of modification or target certain fields.

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DeleteDelete

Allows you to delete a structure. This button is available in the list to the right of an element in the contextual menucontextual menuor by consulting a structure from the same menu. A confirmation message is displayed.

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🚦

Right required : Deleting a structureDeleting a structure

Hierarchy card tab

General information

This tab allows you to enter several fields to describe your structure.

Here are the fields found in this screen:

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WordingWording

Using a descriptive name will make it easy to identify your structure.

🚩

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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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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OrderOrder

Allows you to set the display order in lists and update projects

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DescriptionDescription

Enter additional information in this field to describe your structure.

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Restricted accessRestricted access

By enabling restricted access, you can limit access to and use of the structure specific users.

🚦

Rights required :

  • Specific modification of a project linked to restricted access level valuesSpecific modification of a project linked to restricted access level values
  • project structure link with restricted access level valuesproject structure link with restricted access level values
  • structure link a user to restricted access level valuesstructure link a user to restricted access level values
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Attachment settings

Select the object to which your structure can be attached.

Here are the fields found in this screen:

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Related objectRelated object

Select an object in the application: you will be able to assign a hierarchical level to it.

Depending on the themes enabled on your platform, you can choose:

  • library allows you to link report libraries to a structure
  • Budget allows you to link budgets to a structure
  • Calendar allows you to link calendars to a structure
  • Feature: allows attributes to be linked to a structure
  • Request: allows you to link a request to a structure
  • envelope to associate an envelope a structure, so that projects linked to the same structure value structure referenceenvelope
  • summary sheet web
  • Filter: allows you to link filters to a structure
  • template : allows you to associate the template a structure to compartmentalize the data
  • milestone template milestone allows you to link the template a structure, to compartmentalize the data
  • phase template phase allows you to associate the template a structure to compartmentalize the data
  • template : allows you to associate the template a structure to compartmentalize data
  • structure allows hierarchies to be linked to a structure
  • indicator : allows you to associate indicators with a structure
  • Slideshow template: allows you to link slideshow templates (portfolio) to a structure
  • portfolio allows you to link portfolios to a structure
  • Project: Allows you to associate the project with an structure for filtering, consolidation, and access control purposes
  • Resource: Allows resources to be linked to a structure for filtering, consolidation, and rights management purposes
  • dashboard allows you to link dashboards to a structure
  • User: Allows users to be assigned to an structure for filtering, consolidation, and rights management purposes
  • structure value allows you to link level values to another structure
  • view allows you to associate views with a structure
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Multi-structurestructure linkMulti-structurestructure link

If this box is checked,structure link is enabled. For example, if Related objectRelated object is a budget this box is checked, then it will be possible to link multiple level values from this structure budget.

🚨

Please note: You cannot uncheck this box once items have been linked to multiple hierarchical values.

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top-level structure linktop-level structure link

If this checkbox is selected, the object can only be linked to the last level of structure structure link structure which a structure value .

For example, here I have a value under World. You will not be able to choose World, but a value below that.

I don't have a value under Asia or Africa, you will be able to select them. However, since I have values under "Europe," I cannot choose Europe.

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MandatoryMandatory

If this box is checked: it will be required when creating a Related objectRelated object to assign a value from this structure to it.

If this checkbox is unchecked: you will be able to associate a Related objectRelated object to a value for this structure, but this will not be required.

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Add an item

Adds a new element that can be attached to a level in this structure.

For example, if you want projects to be partitioned using this structure, click on Add an itemthen select Project in the drop-down list.

Delete structure link configuration

Eliminates the possibility of attaching a level in this structure to an object in the application.

For example, if you no longer wish projects to be partitioned by this structure, click on this button. A confirmation window appears, and on deletion, projects no longer carry the structure value, and it is no longer possible to attach them to this structure.

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Attach to a structure

You can add structure as a structure, and then select a hierarchical value from another structure.

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Structure tab

Levels

In this section, you can set different levels for your structure. These levels are for information only and will not be visible when you attach an object to this structure. It is the values of these levels that will be displayed.

Here are the fields to fill in for each level:

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WordingWording

Using a descriptive title will make it easy to identify your position in the organization.

🚩

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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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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structure link levelstructure link level

If this box is checked, you will be able to associate objects with the level values for this level.

By default, this setting is selected for each new level.

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break criterionbreak criterion

If this box is checked, the level can be used as break reports.

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Project coding levelProject coding level

If this box is checked, you can use the codes for the values at this level to automatically assign codes to projects.

When a new level is created in the values, it is automatically created in the Levels.

It will be called Level + level number and for code LEVEL_Level number.

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💡

For example, a first level structure Geography can be World, a second level, a third level, a fourth level Region... A first level value Continent can be Africa.

Values

This tab is used to build the structure by creating level values.

Click on Add a new element and enter a WordingWording to add a hierarchical level (e.g. Europe).

Press the Input or on Add to structure to easily add a new element.

You can easily drag and drop elements, moving them before or after another element, or indenting or de-indenting them.

💡
You can use the keys on the keyboard to easily create your structure .
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Add a new element

Adds a new value to your structure : new level or structure value. You can then give it a name.

Unfold all

This button unfolds all the levels and values of a structure, and displays the entire structure with a single click.

Fold everything

This button folds all the levels and values of a structure, displaying only the first hierarchical level with a single click.

structure  creation/modification screen - Structure tab
structure creation/modification screen - Structure tab

Value details

You can modify a structure value in detail by clicking on the contextual menucontextual menu then on EditEdit.

Here are the fields to fill in for each value:

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WordingWording

Using descriptive labels will make it easy to identify your structure value .

🚩

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.

‣
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.

‣
DescriptionDescription

Enter additional information in this field to describe your structure.

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Restricted accessRestricted access

By enabling restricted access, you can limit access to and use of this structure value structure specific users.

🚦

Rights required :

  • Specific modification of a project linked to restricted access level valuesSpecific modification of a project linked to restricted access level values
  • project structure link with restricted access level valuesproject structure link with restricted access level values
  • structure link a user to restricted access level valuesstructure link a user to restricted access level values
🚩

It is possible to attach a structure value to another structure value (of another structure).

If a structure has set structure value as Related objectRelated object then it will be possible to choose a structure link for this structure value.

For example, I can attach a structure value Geography > Maine and Loire to my structure value Angers which is part of another structure, simply by clicking on the value name.

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Non-exhaustive list of error/information messages

Description: Required field ➡️ if no description has been entered and you attempt to save the structure level.

You cannot import a structure value structure . ➡️ When the import file (.xlsx, .xls, or .csv) contains empty cells (no values for the first level but values for subsequent levels)