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Project Monitor v7.7 Knowledge Center
Project Monitor v7.7 Knowledge Center
/Administration
Administration
/
Model settings
/exchange
exchange
exchange

exchange

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Table of contents
  • List ofexchange templates
  • Creating and modifying anexchange template
  • exchange template structure
  • Attachment management

List ofexchange templates

Anexchange template allows you to enter various information in advance, which will be automatically captured for exchanges created with this template.

This saves time when a project often involves the same exchanges.

🚦

Rights required : exchange template consultationexchange template consultation

Screen listing the platform'sexchange templates
Screen listing the platform'sexchange templates

FilterFilter

image

We can have a filter All projects or a filter that works with criteria.

This button makes it easy to find the items you're looking for. You can use an already saved filter (private or public) or specify specific filter criteria.

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Once selected, a filter remains active until deselected by the user. When logged out, if a filter was active at logout, it will still be active the next time the user logs in.
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This list ofexchange templates can be filtered using a filter criterion:
  • ContainsContains

Click on RegisterRegister to apply the filter and CloseClose to return to the list.

Add

This button allows you to add anexchange template .

exchange Creating and modifying anexchange templateexchange Creating and modifying anexchange template

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Rights required :

  • exchange template consultationexchange template consultation
  • Creating anexchange templateCreating anexchange template

EditEdit

Allows you to modify anexchange template .

exchange Creating and modifying anexchange templateexchange Creating and modifying anexchange template

🚦

Rights required :

  • exchange template consultationexchange template consultation
  • Modifying anexchange templateModifying anexchange template

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 anexchange template

The forms for creating and modifying anexchange template are similar.

These forms are divided into two parts: template information and Properties copied to theexchange. This information is used when creating theexchange.

🚦

Rights required :

  • exchange template consultationexchange template consultation
  • Creating anexchange templateCreating anexchange template (creation)
  • Modifying anexchange templateModifying anexchange template (change)
exchange template modification screen
exchange template modification screen

Here are the fields found in this screen:

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template labeltemplate label

This is the name of theexchange template .

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This field is a property of template exchange template exchange template Information) and not ofexchange using this template Properties Copied toexchange)

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template statustemplate status

This field allows you to template or disable the template

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This field is a property of template exchange template exchange template Information) and not ofexchange using this template Properties Copied toexchange)

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template codetemplate code

This is the code for theexchange template

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This field is a property of template exchange template exchange template Information) and not ofexchange using this template Properties Copied toexchange)

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DescriptionDescription

This field allows you to describe in detail the types of exchanges for which thisexchange template exchange be useful.

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This field is a property of template exchange template exchange template Information) and not ofexchange using this template Properties Copied toexchange)

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SubjectSubject

The subject line is the title ofexchange It needs to be clear and include the right keywords

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exchange typeexchange type

Theexchange typeexchange exchanges to be categorized, for example: project update, information, warning, flash report

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TransmitterTransmitter

This is the user who createdexchange

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You can add or remove this field from template exchange template exchange the button No access

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ParticipantsParticipants

This field allows you to select users to designate as participants inexchange. It will be easy to shareexchange the list of participants. Ifattribute added without being filled in, it will always be included by default in an exchange, even if it is empty.

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You can add or remove this field from template exchange template exchange the button No access

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Declared dateDeclared date

This field allows you to enter a date forexchange. Example: Forexchange #13exchange , it would be helpful to note the date on which it took place.

This field appears automatically in everyexchange template .

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You can add or remove this field from template exchange template exchange the button No access

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MessageMessage

The message to the text inexchange; it is a rich-text field.

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Attachment(s)Attachment(s)

This field allows you to add a document template exchange template .

💡

If an attribute added to the template is not valued (empty), then it will not be found in theexchange created using the template.

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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.

RegisterRegister

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

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 anexchange template .

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Right required : Deleting anexchange templateDeleting anexchange template

SeehistorySeehistory

Displays the list of changes made to thisexchange template by all users.

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

image

exchange template structure

Attributes

This button lets you addexchange attributes exchangeexchange These attributes must be added to anexchange template . exchangeexchange You can then select a template the attributes will be added toexchange created. You can also deselect attributes to remove them fromexchange.

Dates

This button is used to add a field (if not already added):

  • Declared dateDeclared date

It will also be possible to deselect fields to remove them from theexchange.

Members

This button adds two fields (if not already added):

  • TransmitterTransmitter
  • ParticipantsParticipants

It will also be possible to deselect fields in order to delete them.

Document

This button is used to add a field (if not already added):

  • Attachment(s)Attachment(s)

It will also be possible to deselect fields in order to delete them.

Attachment management

This field allows you to add a document template exchange template .

Add a file

This action concerns the Attachment(s)Attachment(s) You can add a document to this attachment. For example, if the attachment is labelledDocument 123", you can upload a file entitled .pdf, .html, .docx, .png, .bmp, .gif, .xls, .xlsx, .txt...

Add an attachment

This action concerns the Attachment(s)Attachment(s) This button allows you to add a new line to the list of attachments, and therefore add a new file.

🚨

A maximum size is imposed for security reasons: 10MB for each document added. Error Message displayed: The file "XXX.xxx" (x GB) exceeds the maximum size allowed (10.00 MB) DD/MM/YY HH:MM. This is a server configuration setting, default: 10MB.

Edit attachment

This action concerns the Attachment(s)Attachment(s) This button allows you to change information about an attachment that has already been added.

This window will then appear:

Attachment editing window.
Attachment editing window.

You can therefore modify three fields concerning the attachment:

  • WordingWording
  • statusstatus
  • VersionVersion

Delete attachment

This action concerns the Attachment(s)Attachment(s) This button allows you to instantly delete the attachment.