A category is used to parameterize a parameter (resource, budget, indicator or risk).
A category must be linked to a parameter structure. Structures are in global budgets, while categories are in each project. It is the category that manages the display: the thresholds for displaying parameter alerts in the project.
Categories budget)
Categories (resource)
Categories indicator)
Categories risk)
It's essential to set up the measurement structures and categories beforehand. It's difficult to change everything afterwards. The structure is set, as are the representations, which are consistent with what you want to put in place; you don't change the settings again.
List of parameter budget categories
Filter category list
You can search the list by entering a label or code.
Delete a category
Allows you to delete a category. This button is available in the list to the right of an element in the 
Right required : 
Deleting a category
In this screen, you can view the list of budget categories, with the 
Wordingthe Codethe parameter structure category, the Classthe Assignment level as well as the possibility of including this category in summaries and reports (synthesis category)
It is not possible to change the view this screen.
General actions
Rights required :
Creating and modifying a category budget)
The creation and modification forms are similar.
Here are the fields found in this screen:
Wording Code Long label Description Order Alarm Wording Rights required :
- Consulting a category
- Creating a category (creation)
- Modifying a category (change)
Button name | Description |
|---|---|
Applies the changes made to the category. The page does not change. | |
Saves changes made to the category. Redirects to category list | |
Click on this button to add an alert. | |
This button displays the modifications made to a category, by user, time... | |
To delete a category, right-click | |
Delete an alertcontextual menu on each line/alert) | |
Delete all alerts (via contextual menu and header) |
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.
- I didn't spend it all(green)
- approaching the target (orange)
- I've completely exceeded my expectations(red)
Alerts need to be set according to what is visible on the projects.
Example: I say I have 500k and parameter I go along I enter actual expenses: in January I'll be at 250k, in March at 350k and in June at 520k. If I exceed 101% of expenses, I'll be in the yellow. If I exceed 110%, I'll be in the red. It is possible to add alerts with other colors.
It is not possible to interleave alerts. You have to play with the colors of alerts already created.