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Project Monitor v7.7 Knowledge Center
Project Monitor v7.7 Knowledge Center
Platform

Platform

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Table of contents
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dashboard The dashboard is the home page of the platform, project or portfolio. It is made up of customizable blocks displaying information (graphics, lists, etc.). List of dashboard blocksList of dashboard blocks

Blocks can be organized into groups. The maximum number of block groups is 5.

user dashboard or platform

User dashboard can be customized or taken from a template. Platform dashboards can be defined for a specific user, for a role or for an entire platform. Configure your dashboardConfigure your dashboard PlatformPlatform.

In all cases, you can only access data for projects for which you have rights.

project dashboard

A project dashboard is applicable to a project, and is applicable by default to a project template . ProjectProject.

Each type of project can have its own dashboard, with different information. The aim of the project dashboard is to give users access to the information they are most interested in when consulting a project.

dashboard portfolio

Aportfolio dashboard is applicable to a portfolio.

The aim of theportfolio dashboard is to give the user access to the information that interests him most about the portfolio as a whole and the projects that make it up.

List of dashboards

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Add

Allows you to create a new dashboard .

Platform - Creating and modifying a dashboardPlatform - Creating and modifying a dashboard

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Rights required :

  • View platform dashboardsView platform dashboards
  • Create a platform dashboardCreate a platform dashboard

Mass deletionMass deletion

Allows you to delete several dashboards at once by selecting them.

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Right required : Delete a platform dashboardDelete a platform dashboard

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Rights required : View platform dashboardsView platform dashboards

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.

EditEdit

Allows you to modify a dashboard .

Platform - Creating and modifying a dashboardPlatform - Creating and modifying a dashboard

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Rights required :

  • View platform dashboardsView platform dashboards
  • Modifying a platform dashboardModifying a platform dashboard

Creating and modifying a dashboard

The forms for creating and modifying the dashboard template are similar.

Blocks can be added to the first or second group. List of dashboard blocksList of dashboard blocks

A style must be chosen for each group of blocks (1 to 4 blocks will be displayed).

The height is configurable for each group of blocks, from 20px to 1000px.

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Rights required :

  • View platform dashboardsView platform dashboards
  • Create a platform dashboardCreate a platform dashboard (creation)
  • Modifying a platform dashboardModifying a platform dashboard (change)
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dashboard modification screen
dashboard modification screen

Here are the fields found in this screen:

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WordingWording
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CodeCode
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DescriptionDescription
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DefaultDefault
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StyleStyle
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HeightHeight
đźš©

structure values can be selected from those created on the platform and attached to a dashboard template. ‣

đźš©

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.

DeleteDelete

Allows you to delete a dashboard.

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Right required : Delete a platform dashboardDelete a platform dashboard

SeehistorySeehistory

Displays the list of modifications made to this dashboard, by all users.

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

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Block and block group management

Add a groupAdd a group

Adds a new group of blocks. This allows you to organize the page, and sort the blocks. The maximum number of block groups is 5. If 5 block groups already exist, the button will be grayed out.

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If a block group is created but contains no blocks, then it will not be saved during registration.

Setting up the groupSetting up the group

This button can be used to move the group above another block group. If the group in question is the first group, then the button will be grayed out.

Lower the groupLower the group

This button can be used to move the group below another block group. If the group in question is the last group, then the button will be grayed out.

FoldFold

Allows you to fold a block: its label will be displayed, but not its data.

UnfoldUnfold

This button enlarges an element that has been folded: for example, to display all the data in a block.

Add a blockAdd a block

Select a block to display from a list. List of dashboard blocksList of dashboard blocks

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To add a block, you need to create a block group.

MoveMove

Moves a block before or after another by dragging and dropping.

đźš©

It is not possible to move a block from one group to another.

DeleteDelete

Deletes a block or group of blocks.

EditEdit

Allows you to modify a block.

PNG exportPNG export

This action is only available for GraphicsGraphics. An export of the graphic block will be downloaded in .png image format, depending on the settings of the web browser used.

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