parameter structures

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Table of contents

parameter structure The law of a parameter. Composed of the parameter 's identity sheet and its behavior in the application. A parameter is based on a structure and a category. It is advisable to create the parameter structure before entering data on risks, indicators, budgets or resources. It is essential to set up parameter structures and categories beforehand. It is difficult to change everything afterwards. The structure is already set up, as are the representations, which are consistent with what you want to set up; you don't need to modify the settings.

parameter structures risk)

parameter structures indicator)

parameter structures budget)

parameter structures (resource) Other name: SFRIM

List of parameter budget structures

In this screen, you can view the list of existing budget measurement structures in the application. It is possible to view the Wordingthe Typethe Classthe Formatthe monitoring level and the scheduling level.

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Rights required : Consulting a parameter structure

Screen listing the measurement structures in the Budgets theme

Delete

Allows you to delete a parameter structure. This button is available on the right in the contextual menu. A confirmation message appears.

If any objects depend on this parameter structure, the list of objects to be deleted first will be displayed.

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Right required : Deleting a parameter structure

Create a structure

Allows you to add a parameter structure.

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Rights required : Creating a parameter structure

Edit

Allows you to modify a parameter structure.

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Rights required : Modifying a parameter structure

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

Sort

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 abudget parameter structure

The screens for creating and modifying aBudget parameter structure are similar. When modifying a structure, some fields can no longer be edited, but other actions can be performed.

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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.

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Rights required :

Consulting a parameter structure
Creating a parameter structure (creation)
Modifying a parameter structure (change)

budget parameter structure modification screen

Here are the fields found in this screen:

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Updateestimated according to target

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Updating the planned according to target

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Update planned according toestimated

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representation

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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.

Delete

Allows you to delete a parameter structure. This button is available on the right in the contextual menu. A confirmation message appears.

If any objects depend on this parameter structure, the list of objects to be deleted first will be displayed.

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Right required : Deleting a parameter structure

Seehistory

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

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

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