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Project Monitor v7.7 Knowledge Center
Project Monitor v7.7 Knowledge Center
Hierarchies

Hierarchies

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Table of contents
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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.

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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.

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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
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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
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CodeCode
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OrderOrder
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DescriptionDescription
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Restricted accessRestricted access
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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
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Multi-structurestructure linkMulti-structurestructure link
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top-level structure linktop-level structure link
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MandatoryMandatory
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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
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CodeCode
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structure link levelstructure link level
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break criterionbreak criterion
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Project coding levelProject coding level

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.

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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
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CodeCode
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DescriptionDescription
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Restricted accessRestricted access
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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
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