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.
Category listrisk)
Filter category listrisk)
Click on Register to apply the filter and
Close to return to the list.
Delete a category
Allows you to delete a category. This button is available in the list to the right of an element in the contextual menu. A confirmation message appears.
Right required : Deleting a category
In this screen, you can view the list of budget categories, with the Wordingthe
Codethe
parameter structure category, the
Assignment level as well as the possibility of including this category in summaries and reports (
synthesis category)
General actions
Add ➡️ Creating and modifying a category risk)
Edit ➡️ Creating and modifying a category risk)
Filter ➡️ Filter category listrisk)
Rights required :
Creating and modifying a category risk)
The screens for creating and modifying a category risk are similar.
Rights required :
Shares (at inception)
Actions (upon modification)
Delete (right required :
Deleting a category)
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.