List of templates milestone
Filter list of templates for milestone
Click on Save to apply the filter and Close to return to the list.
A template from milestone 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.
Actions
Add ➡️ Creation and modification of a template of milestone
Edit ➡️ Creation and modification of a template of milestone
Filter ➡️ Filter list of templates for milestone
Rights required :
Aucune vue n'est paramétrable pour cet écran
Un clic sur le libellé du gabarit vous redirige vers le paramétrage du gabarit
Creation and modification of a template of milestone
The creation and modification forms are similar.
Shares (at inception)
Actions (upon modification)
Delete (right required : Deleting a template object from the schedule )
Button name | Description |
---|---|
Accesses the list of attributes phase/milestone Phase / Jalon Adds the selected attributes to the form creation/modificationattribute phase /milestone | |
🚩 This action concerns the field Attachment(s)
You can add a document to this attachment. For example, if the attachment is labelled "Document 123", you will be able to upload a file called | |
🚩 This action concerns the field Attachment(s) This button is used to add a new line to the list of attachments at template milestone , and therefore to add a new file. 🚨 A maximum size is imposed for security reasons: 10MB for each document added Message error message displayed: file "XXX.xxx" (x GB) exceeds maximum size allowed (10.00 MB) DD/MM/YY HH:MM This is a server configuration setting, default: 10MB | |
🚩 This action concerns the field Attachment(s) This button is used to change information on the attachment already added | |
🚩 This action concerns the field Attachment(s) This button instantly deletes the attachment to template from milestone. |
These forms are divided into two parts: template information and information copied to milestone. This information is used when creating milestone or applying template to an existing milestone .
Voici les champs retrouvés dans cet écran :
Si la configuration multilingue est activée, alors un champ supplémentaire est à remplir dans une section Multilingual
.
Ce champ correspond au libellé de l'objet dans l'autre langue.
Attachment editing window
This pop-up appears when you click on the Edit attachment field Attachment(s).