Logo
  • Other versions
  • Virage Group
  • Espace Magenta
  • Support ticket
  • Strat Monitor documentation
Logo

Produced by Virage Group

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

Phase

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

List of phase templates

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...

🚦

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

Screen listing the platform's phase templates
Screen listing the platform's phase 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.

🚩
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.
‣
This list of phase 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 phase template .

Phase Creating and modifying a phase templatePhase Creating and modifying a phase template

🚦

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 phase template .

Phase Creating and modifying a phase templatePhase Creating and modifying a phase template

🚦

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 phase template

The creation and modification forms are similar.

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.

🚦

Rights required :

  • Consultation of a planning object templateConsultation of a planning object template
  • Create a planning object templateCreate a planning object template (creation)
  • Modification of a schedule object templateModification of a schedule object template (change)
image
phase template modification screen
phase template modification screen

Here are the fields found in this screen:

‣
WordingWording

template text.

🚩

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

‣
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.

🚩

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

‣
Long labelLong label

Enter additional information in this field to describe your template.

🚩

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

‣
statusstatus

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

‣
AttachmentsAttachments

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

‣
TypeType

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

‣
managermanager

manager phase manager phase be selected from among the UsersUsers on the platform. The user selected as manager manager all phases created using this template.

‣
statusstatus

This is the status phase automatically phase when phase is created phase this template. (To be started, in progress, completed...)

‣
CalendarCalendar

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

‣
Synchronized datesSynchronized dates

If this box is checked, the dates for this phase calculated automatically based on the start date of the first phase the end date of the last phase .

‣
Start dateStart date

You can select a start date for the template. All phases created using this template this date as their start date.

‣
End dateEnd date

You can select an end date for the template. All phases created using this template this date as their end date.

‣
DurationDuration

This field is calculated automatically based on the selected Start Date and End Date. Example: Start date = December 9, 2020 End date = December 18, 2020, then Duration = 9

‣
MessageMessage

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

‣
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

‣
summary sheetsummary sheet

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

‣
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 .

🚩

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.

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 .

DeleteDelete

Allows you to delete a phase template .

🚦

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

SeehistorySeehistory

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

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

image

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.

🚨

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.