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Project Monitor v7.7 Knowledge Center
Project Monitor v7.7 Knowledge Center
/Administration
Administration
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Measurement settings
/parameter structures
parameter structures
parameter structures

parameter structures

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Table of contents
  • List of parameter budget structures
  • Creating and modifying abudget parameter structure
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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 structuresparameter structures risk) parameter structuresparameter structures indicator) parameter structuresparameter structures budget) parameter structuresparameter 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 WordingWordingthe TypeTypethe ClassClassthe FormatFormatthe monitoring levelmonitoring level and the scheduling levelscheduling level.

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Rights required : Consulting a parameter structureConsulting a parameter structure

Screen listing the measurement structures in the Budgets theme
Screen listing the measurement structures in the Budgets theme

DeleteDelete

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

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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 structureDeleting a parameter structure

Create a structure

Allows you to add a parameter structure.

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Rights required : Creating a parameter structureCreating a parameter structure

EditEdit

Allows you to modify a parameter structure.

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Rights required : Modifying a parameter structureModifying a parameter structure

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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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 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 structureConsulting a parameter structure
  • Creating a parameter structureCreating a parameter structure (creation)
  • Modifying a parameter structureModifying a parameter structure (change)
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budget parameter structure modification screen
budget parameter structure modification screen

Here are the fields found in this screen:

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WordingWording

The label is the name of the parameter structure. This label appears only on the screen listingbudget parameter structures. parameter structuresparameter structures as well as on the screen Categories - Creating and editing a category budget)Categories - Creating and editing a category budget)

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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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TypeType

We define the parameter will it be of type flow or inventory ? Flow: You enter a value each month and calculate the cumulative total of these entries to obtain the completed cumulatedcompleted cumulated (or committed cumulatedcommitted cumulated / Invoiced cumulatedInvoiced cumulated) Stock: Each month, enter a value that represents the cumulative total since the start of the project.

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Using a parameter structure Integer and of the type Feed, if a representation is displayed, it will always be shown in decimal format.

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When editing, this field cannot be changed.

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ClassClass

Will the budget data budget :

  • consumable (the sum of all the values),
  • average (the average of all the values),
  • percentiles (the average percentage of completion relative to the targettarget of all values)
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If the type is Feed, then the class will be Summarizable.

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FormatFormat

You can specify whether the budget data format budget decimal or whole.

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Using a parameter structure Integer and of the type Feed, if a representation is displayed, it will always be shown in decimal format.

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When editing, this field cannot be changed.

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monitoring levelmonitoring level

We track the budget monthly, quarterly, or fiscal-year basis.

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The monitoring frequency monitoring often set to monthly.

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When editing, this field cannot be changed.

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scheduling levelscheduling level

budget are planned budget monthly, quarterly, or fiscal-year basis.

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The rules may vary depending on scheduling it’s scheduling monitoring. monitoring be more rigorous: monitoring often monitoring monthly with regular data entries. Scheduling, on the other hand, can be done annually for long-term projects.

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When editing, this field cannot be changed.

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Managed by envelopeManaged by envelope

You can specify whether the budget managed by envelope not. This is a way to allocate budget restrict budget use budget specific projects. Example: We will have budget of €1 million, which will be divided into several budget envelopes based on budget categories (€500,000 for the CIO, €150,000 for communications, etc.).

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Input detailsInput details

You can choose the level of detail for your entry. Does this fit within my budget

  • I would like to set up a monitoring (overall; I will enter the expenses for my project): Not detailed
  • I need the line items (specifically, what my budget was budget on). financial document

Example: I need to know that the expenses in my budget to Invoice A in a folder and Invoice B on a server. So I won't specify the details of the entry on Not detailed but on financial document. Select financial document therefore prevents direct input.

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To use the mode financial document, financial document types must be created on your platform Types of financial documentsTypes of financial documents.

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If the entry detail is set to Not detailed, it will be possible to enter completed figures completed a budget which has a category to a parameter structure parameter this configuration) manually or via a financial document the screen SummarySummary

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Public BudgetPublic Budget

We'll be able to configure whether it's public or not: public services don't use the same representations. See parameter structures parameter ‣parameter structures parameter ‣

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The checkbox can only be checked if the TypeType of the structure is set to Feed.

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Updateestimated according to targetUpdateestimated according to target

If the box is checked: this is solely for convenience, to assist with data entry. The data will be copied to the screens SummarySummary scheduleschedule and monitoringmonitoring budgets.

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Updating the planned according to targetUpdating the planned according to target

If the box is checked: this is solely for convenience, to assist with data entry. The data will be copied to the screens SummarySummary scheduleschedule and monitoringmonitoring budgets.

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Update planned according toestimatedUpdate planned according toestimated

If the box is checked: this is solely for convenience, to assist with data entry. The data will be copied to the screens SummarySummary scheduleschedule and monitoringmonitoring budgets.

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representationrepresentation

You can select representations from the list. Possible representations for the private sector (checkbox Public BudgetPublic Budget (unlocked):

  • targettarget
  • plannedplanned
  • planned distributedplanned distributed
  • completedcompleted
  • completed cumulatedcompleted cumulated
  • estimatedestimated
  • Remaining BudgetRemaining Budget

Possible applications for the public sector (checkbox Public BudgetPublic Budget (checked):

  • targettarget
  • plannedplanned
  • planned distributedplanned distributed
  • estimatedestimated
  • Remaining BudgetRemaining Budget
  • committedcommitted
  • committed cumulatedcommitted cumulated
  • InvoicedInvoiced
  • Invoiced cumulatedInvoiced cumulated
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There are concepts of " forecast total " forecast total " that can be added to the reports. This is another way to schedule budget.

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You can't delete everything, because doing so will cause the app to malfunction. You shouldn't disable and re-enable the views multiple times.

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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.

DeleteDelete

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

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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 structureDeleting a parameter structure

SeehistorySeehistory

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

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

RegisterRegister

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