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

Profiles

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Table of contents
  • List of resource profiles
  • Creating and modifying a resource profile
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Profile A resource profile is a sort of categorization of a resource: for human resources, for example, we can speak of PMO, Developer, Trainer... resource profiles.

List of resource profiles

Screen listing the platform's resource profiles
Screen listing the platform's resource profiles

Add

Allows you to add a new profile. Profiles - Creating and modifying a resource profileProfiles - Creating and modifying a resource profile

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Rights required : Profile creationProfile creation

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Rights required : Profile consultationProfile consultation

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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EditEdit

Allows you to modify an existing profile. Profiles - Creating and modifying a resource profileProfiles - Creating and modifying a resource profile

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Rights required : Modifying a profileModifying a profile

SortSort

This button is used to sort :

  • in ascending order on first click (down arrow)
  • in descending order on second click (arrow up) A third click on this button removes the sorting.

Sorting is performed on the header of a list in the application: list of views, users, projects, etc.

Creating and modifying a resource profile

The creation and modification forms are similar.

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Rights required :

  • Profile consultationProfile consultation
  • Profile creationProfile creation
  • Modifying a profileModifying a profile
Resource profile modification screen
Resource profile modification screen

Here are the fields found in this screen:

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WordingWording

Resource profile name It is important to choose a meaningful name, as this field appears elsewhere in the application.

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CodeCode

Codes are generally entered in uppercase letters and with underscores _ It is important to enter them because they can be useful in case of errors or during import.

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DescriptionDescription

Enter additional information in this field to describe your resource profile. This is what will appear in the tooltip.

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AssetsAssets

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

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Default for resourcesDefault for resources

If this box is checked, the profile will be automatically selected when creating a resource.

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Default rateDefault rate

This is the rate of a resource, which can be used with the report Financial summaryFinancial summary You can set a custom monthly rate for a specific project in SummarySummary

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categorycategory

Select a category 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 a resource profile.

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Rights required : Deleting a profileDeleting a profile

RegisterRegister

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

SeehistorySeehistory

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

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