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.
Rights required : 
Consultation of a planning object template
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.
Click on 
Ce bouton permet d’ajouter un gabarit de jalon.
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Jalon - Création et modification d'un gabarit de jalon
Rights required :
- Consultation of a planning object template
- Create a planning object template
Permet de modifier un gabarit de jalon existant.
Jalon - Création et modification d'un gabarit de jalon
Rights required :
- Consultation of a planning object template
- Modification of a schedule object template
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 template
- Create a planning object template
- Modification of a schedule object template
Here are the fields found in this screen:
Wording Code Long label status Attachments Type manager Message Type of summary sheet summary sheet Calendar Attachment(s) 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.
Validates your changes. This may redirect you to the previous page on some screens.
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.
Permet de supprimer un gabarit de jalon.
Right required : Deleting a template from a schedule object
Accesses the list of milestone attributes .svg)
Phase / milestone
Permet d'ajouter les attributs sélectionnés au formulaire de création/modification d’une phase, d’un jalon, d’un gabarit de phase, d’un gabarit de jalon.
Affiche la liste des modifications effectuées sur ce gabarit de jalon, par tous les utilisateurs.
Stocks are sorted from the most recent to the oldest date.
Gestion des pièces-jointes
Il est possible d'ajouter une pièce-jointe au gabarit de phase, qui sera automatiquement ajoutée lors de la création de la phase ou de l'application de ce gabarit sur une phase déjà créée.
This action concerns the 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...
This action concerns the Attachment(s)
Ce bouton permet d'ajouter une nouvelle ligne dans la liste des pièces-jointes, et donc d'ajouter un nouveau fichier.
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.
This action concerns the Attachment(s)
Ce bouton permet de changer des informations sur la pièce-jointe déjà ajoutée.
Cette fenêtre apparaît alors :
You can therefore modify three fields concerning the attachment:
- Wording
- status
- Version
This action concerns the Attachment(s)
Ce bouton permet de supprimer instantanément la pièce-jointe.