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

milestone

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Table of contents
  • List of milestone templates
  • Creating and modifying a milestone template
  • Attachment management

List of milestone templates

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

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

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Rights required : Consultation of a planning object templateConsultation of a planning object template

Screen listing the platform's milestone templates
Screen listing the platform's milestone templates

FilterFilter

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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 of milestone templates can be filtered using one or more filter criteria:
  • ContainsContains

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

Add

This button allows you to add a milestone template .

milestone Creating and modifying a milestone templatemilestone Creating and modifying a milestone template

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Rights required :

  • Consultation of a planning object templateConsultation of a planning object template
  • Create a planning object templateCreate a planning object template

EditEdit

Allows you to modify an milestone template .

milestone Creating and modifying a milestone templatemilestone Creating and modifying a milestone template

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Rights required :

  • Consultation of a planning object templateConsultation of a planning object template
  • Modification of a schedule object templateModification of a schedule object 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 a milestone template

The creation and modification forms are similar.

These forms are divided into two parts: template information and Information copied into the milestone. This information is used when creating the milestone or applying the template to a milestone that has already been created.

🚦

Rights required :

  • Consultation of a planning object templateConsultation of a planning object template
  • Create a planning object templateCreate a planning object template
  • Modification of a schedule object templateModification of a schedule object template
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milestone template modification screen
milestone template modification screen

Here are the fields found in this screen:

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WordingWording

template text.

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This information will not be included in the milestone uses this template

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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 helpful in case of an error.

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This information will not be included in the milestone uses this template

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Long labelLong label

Enter additional information in this field to describe your attribute.

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This information will not be included in the milestone uses this template

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statusstatus

If the status set to Assets, then it will be selectable when creating a milestone. However, if the template set to Inactive, so it will not be available for creating new milestones.

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AttachmentsAttachments

You can select structure values structure those created on the platform that can be linked to a template defined in Add attachments to selected items or Replace attachments for selected items). HierarchiesHierarchies

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TypeType

This refers to the type of milestone will be created using this template. (Design, Project Management, Implementation...)

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managermanager

manager milestone manager milestone be selected from among the UsersUsers on the platform. The user designated as manager manager all milestones created using this template.

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MessageMessage

This is a description that will appear in the milestone using this template.

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Type of summary sheetType of summary sheet

The choice is between the type of summary sheet Web Phase / milestonePhase / milestone and the type of summary sheet Document old web pages

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summary sheetsummary sheet

This is the summary sheet will open by default when you click the summary sheet icon

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CalendarCalendar

You can select a calendar CalendarsCalendars to limit the dates that can be selected.

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Attachment(s)Attachment(s)

It is possible to add an attachment to template phase template , which will be automatically added when creating the phase applying this template an phase created phase .

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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 a milestone template .

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Right required : Deleting a template from a schedule objectDeleting a template from a schedule object

Attributes

Accesses the list of milestone attributes Phase / milestonePhase / milestone

Allows you to add the selected attributes to form creating/modifying a phase, milestone, phase template , or milestone template .

SeehistorySeehistory

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

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

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Attachment management

It is possible to add an attachment to template phase template , which will be automatically added when creating the phase applying this template an phase created phase .

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.

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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.