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 resource categories
In this screen, you can view the list of resource 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)
Rights required : 
Consulting 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
This button allows you to perform a quick search by label, displaying only those items that contain a particular keyword.
Creating and modifying a category (resource)
The creation and modification forms are similar.
Actions
Apply (change)
Deleting a category) (modification)
Delete all: deletes all alerts in the list (via contextual menu and header). Alarm behavior)
Rights required :
- Consulting a category
- Creating a category (creation)
- Modifying a category (change)
Here are the fields found in this screen:
Wording Code Long label Description Order parameter structure synthesis category Assignment level Default distribution Contributes to earned value Checking distributions Validates your changes. This may redirect you to the previous page on some screens.
Affiche la liste des modifications effectuées sur cette catégorie, par tous les utilisateurs.
Stocks are sorted from the most recent to the oldest date.
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.
Alarm behavior
Alerts can be added. There's always a notion of target.
Alerts are based on this target.
I want to be able to have a color alert if :
- I didn't completed everything(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.
It is possible to add alerts in other colors.
It is not possible to interleave alerts. You have to play with the colors of alerts already created.
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.
Minimum threshold Maximum threshold Alarm Wording Permet d’ajouter un nouvel alerteur.
Permet de supprimer tous les alerteurs ajoutés à cette catégorie.
Permet de supprimer un alerteur en particulier.