Phase

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Table of contents

List of phase templates

Screen listing the platform's phase templates

Filter list of phase templates

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This list of phase templates can be filtered using one or more filter criteria:

Click on Register to apply the filter and Close to return to the list.

A phase template allows you to enter various information in advance, which will be automatically entered for phases created with this template.

This saves time when a project often involves the same phases: start-up, design, implementation, project management...

Actions

Add ➡️ Creating and modifying a phase template

Edit ➡️ Creating and modifying a phase template

Filter ➡️ Filter list of phase templates

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Rights required :

Consultation of a planning object template

No view can be set for this screen

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Clicking on the template label redirects you to the template settings.

Creating and modifying a phase template

The creation and modification forms are similar.

phase template modification screen

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Rights required :

Consultation of a planning object template
Create a planning object template (creation)
Modification of a schedule object template (change)

Shares (at inception)

Actions (upon modification)

Apply

Delete (right required : Deleting a template from a schedule object)

Seehistory

Button name	Description
Attributes	Accesses the list of milestone attributes Phase / milestone Adds selected attributes to milestoneattribute creation/modification form
Add a file	🚩 This action concerns the field 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`... 🚨 A maximum size is imposed for security reasons: 500MB for each document added. ErrorMessage displayed: File "XXX.xxx" (x GB) exceeds maximum size allowed (500.00 MB) DD/MM/YY HH:MM
Add an attachment	🚩 This action concerns the field Attachment(s) This button adds a new line to the list of attachments in the phase template , thus adding a new file. 🚨 A maximum size is imposed for security reasons: 10MB for each document added. ErrorMessage 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
Edit attachment	🚩 This action concerns the field Attachment(s) This button is used to change information on the attachment already added
Delete attachment	🚩 This action concerns the field Attachment(s) This button instantly deletes the attachment attached to the phase template .

These forms are divided into two parts: template information and Information copied to the phase. This information is the value that will be copied when the phase is created, or when the template is applied to a phase that has already been created.

Here are the fields found in this screen:

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Type of summary sheet

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summary sheet

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Attachment(s)

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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.

Attachment editing window

This pop-up appears when you click on the Edit attachment field Attachment(s) .

Window for editing an attachment attached to a phase template .

You can therefore modify three fields concerning the attachment: