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Project Monitor v7.7 Knowledge Center
Project Monitor v7.7 Knowledge Center
/Administration
Administration
/
Measurement settings
/Analytical axes
Analytical axes
Analytical axes

Analytical axes

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Table of contents
  • List of analytical axes
  • Creating and modifying an analytical axis
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Analytical axis

The analytical axis consists in consolidating budget values.

Within a project, budget data can be grouped by analytical axis. This enables budgets to be analyzed differently for each budget envelope , category or project phase.

It can be combined with one of the CategoriesCategories. It can be set as a filter criterion notion://custom_emoji/a24e5d14-db71-48bb-8066-1fd12a27b0c5/12a00e20-3c68-8063-ba13-007a6401ff44List of filter criteria

List of analytical axes

Within a project, budget data can be grouped by analytical axis. This enables budgets to be analyzed differently for each budget envelope , category or project phase.

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Rights required : Profile consultationProfile consultation

Screen listing analytical budget axes
Screen listing analytical budget axes

Add

Allows you to add an analytical axis. Analytical axes - Creating and modifying an analytical axisAnalytical axes - Creating and modifying an analytical axis

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Rights required : Profile creationProfile creation

EditEdit

Allows you to modify an analytical axis. Analytical axes - Creating and modifying an analytical axisAnalytical axes - Creating and modifying an analytical axis

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Rights required : Modifying a profileModifying a profile

Creating and modifying an analytical axis

The screens for creating and modifying an analytical axis are similar.

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Rights required :

  • Profile consultationProfile consultation
  • Profile creationProfile creation (creation)
  • Modifying a profileModifying a profile (change)
Analytical axis modification screen
Analytical axis modification screen

Here are the fields found in this screen:

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WordingWording

We give the analytical axis a name; this is what will appear on the project.

đźš©

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

It is important to add code, particularly for data import and synchronization.

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DescriptionDescription

This field allows you to add additional information.

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AssetsAssets

If this box is checked, the analytical axis will be considered active and can be selected in the application.

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Default for budgetsDefault for budgets

If this box is checked, the analytical axis will be associated with budgets by default if no other axis is specified.

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categorycategory

Select a budget category budget the list CategoriesCategories

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.

DeleteDelete

Allows you to delete an analytical axis.

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Rights required : Deleting a profileDeleting a profile

SeehistorySeehistory

Displays the list of changes made to this analytical axis by all users.

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

RegisterRegister

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