A structure is used to organize the platform by hierarchically grouping objects (projects, resources, etc.) or users. 
Hierarchies
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
Filter hierarchy list
Click on 
Delete a structure
Allows you to delete a structure. This button is available in the list to the right of an element in the 
Right required : 
Deleting a structure
This screen lists the hierarchies, with the 
Code, Wording and the Description. The column Mandatory projects or actions indicates a structure link structure s compulsory structure link to projects/actions.
No view is available for this or subsequent screens.
The project structure code (HIER_PROJET) must not be modified.
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 administration
General actions
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 5 tabs:
The tab to be filled in first when creating a structure is Hierarchies - structure sheet tabThen the levels must be completed, and finally the structure values.
To the left of each page is a hierarchy list pane, which lists the hierarchies created on the platform. You can modify another structure by clicking on its blue label in the list. The pane can be enlarged or reduced in size, and closed.
Values tab
This tab is used to create level values for a structure.
For example, a first level structure Geography can be Continenta second level Countrya third level City...
A first level value Continent can be Africa.
General actions
Hierarchies - Creating and modifying a structure value structure structure value
Hierarchies - Creating and modifying a structure value structure structure value
Button name | Description |
|---|---|
Displays all parent and child level values. | |
Displays only parent level values without their children. | |
contextual menu
Action
Download a file | |
Action of the contextual menu and also on each value to import only one "branch" of the structure. The file must be in .xlsx, xls or csv format, and must have the same structure as the export file. Level values can be created or updated via the import file. 💡To make importing easier, you can export the structure in .xlsx format, fill in the table with values and then import it. For more information on importing a structure and its values | |
Adds a child structure value to the selected value
Example geography structure : I click on Add a son from level value |
Creating and modifying a structure value structure structure value
This screen is used to create/modify a structure value for a structure.
Rights required :
General actions
Deleting a structure value
A pop-up window appears, asking you to confirm the deletion.
It is possible to link a structure value to another structure value (of another structure). For example, I can link a Project Monitor Implementation structure value to my Strasbourg structure value simply by clicking on the value's name.
The project structure code (HIER_PROJET) must not be modified.
Here are the fields found in this screen:
Code Logo 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.
Levels tab
This tab is used to create levels for a structure.
For example, a first level of structure Geography can be Continenta second level Countrya third level City...
General actions
Button name | Description |
|---|---|
Prints the list of structure levels. Opens the browser's print settings pop-up. |
Creating and modifying a structure level
It is not possible to create an intermediate level between two levels that have already been created.
For example, if Country and Cityit will not be possible to add Department between the two.
Button name | Description |
|---|---|
Allows you to print the level tab and the fields filled in to create a structure level. Opens the browser's print settings pop-up window. | |
On modification only Allows you to view thehistory structure modifications in a new window (date, user, action, etc.). Actions are sorted from most recent to oldest. | |
Return to the list of structure levels |
Here are the fields found in this screen:
Code 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.
structure file tab
This tab is used to enter a description of the structure , as well as the attachment parameters.
General actions
Deleting a structure
Button name | Description |
|---|---|
Displays the list of modifications made to this structure. Actions are sorted from most recent to oldest. |
Here are the fields found in this screen:
Code 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.
Attachments tab
This tab shows the structure 's attachments for partitioning.
It is possible to attach a structure to a structure value of another structure.
You can then click on
In order to perform reattachments, the structure must have its own Related object structure defined as Optional or Mandatory. Hierarchies - structure sheet tab
General actions
Deleting a structure
Button name | Description |
|---|---|
To link a structure value in one structure to another structure value in another structure, simply click on the desired structure value . | |
On modification only Allows you to view thehistory structure modifications in a new window (date, user, action, etc.). Actions are sorted from most recent to oldest. | |
Allows you to print the level tab and the fields filled in to create a structure level. Opens the browser's print settings pop-up window. | |
Displays all level, parent and child values of attachable hierarchies. | |
Displays only parent level values without their children in attachable hierarchies. | |
Returns to the list of level values |
structure profiles tab
This tab shows how rights are managed at structure level.
What is a structure profile?
The structure profile is used to assign a hierarchical role to a user.
Each structure value can be selected with a click, and Assign to select users for a structure role 
Roles
Users can be selected in the left-hand pane. A quick search is available.
Users will find their structure profiles defined here in the information screens for each user.
The structure roles displayed are those that the user can assign (according to his general role ): Roles it can affect
General actions
Button name | Description |
|---|---|
Displays all parent and child level values. | |
Displays only parent level values without their children. | |
Allows you to assign a user to the selected structure role . Selected users will be listed in the Team column on the same line as the structure role . | |
Allows you to remove a user from his structure role . The user will no longer appear in | |
Removes all team users from the structure role . |