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Project Monitor v7.7 Knowledge Center
Project Monitor v7.7 Knowledge Center
/Administration
Administration
/
Measurement settings
/Categories
Categories
Categories

Categories

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Table of contents
  • Category listrisk)
  • Creating and modifying a category risk)
  • Criticality levels
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category

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. CategoriesCategories budget) CategoriesCategories (resource) CategoriesCategories indicator) CategoriesCategories risk)

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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)

In this screen, you can view the list of budget categories, with the WordingWordingthe CodeCodethe parameter structureparameter structure category, the Assignment levelAssignment level as well as the possibility of including this category in summaries and reports (synthesis categorysynthesis category)

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Rights required : Consulting a categoryConsulting a category

Screen listing risk parameter categories
Screen listing risk parameter categories

DeleteDelete

Allows you to delete a category. This button is available in the list to the right of an element in the contextual menucontextual menu. A confirmation message appears.

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Right required : Deleting a categoryDeleting a category

Add

Allows you to add a category.

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Rights required : Creating a categoryCreating a category

EditEdit

Allows you to modify a category

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Rights required : Modifying a categoryModifying a category

Search

This button allows you to perform a quick search by label, displaying only those items that contain a particular keyword.

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Creating and modifying a category risk)

The screens for creating and modifying a category risk are similar.

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Rights required :

  • Consulting a categoryConsulting a category
  • Creating a categoryCreating a category
  • Modifying a categoryModifying a category
category risk creation screen
category risk creation screen

Here are the fields found in this screen:

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WordingWording

The label is the name of the parameter structure.

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CodeCode

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

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Long labelLong label

A longer label allows you to enter more characters than the label itself.

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DescriptionDescription

This field allows you to add additional information.

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OrderOrder

This field is used to place this category a specific position in the list of categories.

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parameter structureparameter structure

This field allows you to map the category a parameter structure that has parameter been created in parameter structuresparameter structures.

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When editing, this field cannot be changed.

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synthesis categorysynthesis category

This field is used to indicate whether or not I consolidate my data at the category level. (action reporting)

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If you don't check this box: no analysis, no cockpit. It's useful to leave this box unchecked if you don't want to track the progress of specific categories.

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Assignment levelAssignment level

This field allows you to specify how risks will be added to the project: either at the project level, at the phase level phase both.

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When editing, this field cannot be changed.

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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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Non-exhaustive list of error/information messages

Unable to change the assignment level from 'project level' to phase ➡️ when the Assignment levelAssignment level is amended

RegisterRegister

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

SeehistorySeehistory

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

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

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 a category.

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Rights required : Deleting a categoryDeleting a category

Criticality levels

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You can define different levels of criticality for your risks. This will allow you to understand the impact of each risk your project and see at a glance whether it is critical or not.

It is not possible to delete a criticality level or add a new one. The colors and symbols are pre-set and cannot be customized.

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CriticalityCriticality

The different severity levels are listed (critical, high, low, etc.) and each is associated with an alert (represented by a color). The severity levels cannot be modified.

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AlarmAlarm

Allows you to select the color of the alert from a list (red, dark orange, yellow, green, blue, dark gray)