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Project Monitor v7.7 Knowledge Center
Project Monitor v7.7 Knowledge Center
Views

Views

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Table of contents
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view

A view allows you to customize the display of a page, content or export. It lets you define what information is displayed and how it is formatted. Views are available on many screens (project list, Kanban task board, etc.). List of view typesList of view types

List of views created on the platform

This screen lists the different views configured in the platform. Views are sorted by type. These view types are also sorted by theme in the Views - Selecting a viewViews - Selecting a view.

It is not possible to modify or delete views en masse. To modify a view, simply click on the view label in blue , and the modification form will appear.

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Rights required :

  • Viewing views in platform administrationViewing views in platform administration
  • Using views in the view selectorUsing views in the view selector (not to access this screen, but to change a view in a Project MonitorProject Monitor)
Screen listing views created on the platform
Screen listing views created on the platform

FilterFilter

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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.

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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.
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It is possible to filter this list of views using filter criteria:

Click on RegisterRegister to apply the filter and CloseClose to return to the list.

EditEdit

Allows you to modify an view . All view types are listed here, each view specific settings. List of view typesList of view types

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Rights required :

  • Viewing views in platform administrationViewing views in platform administration
  • Modify a viewModify a view

Add

Allows you to access the view selection screen. Views - Selecting a viewViews - Selecting a view

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Rights required :

  • Viewing views in platform administrationViewing views in platform administration
  • Create a viewCreate a view

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.

Selecting a view

The new view type selection screen allows you to create a different view from the one proposed by default by the platform. A creation form will appear, specific to each view type.

The fields in the creation and modification forms are identical. The possible actions, however, are different.

The view type selection screen does not appear when editing. To modify a view, simply click on the view label in blue , and the modification form will appear.

New view selection screen, with all new view types listed by theme.
New view selection screen, with all new view types listed by theme.
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Rights required :

  • Viewing views in platform administrationViewing views in platform administration
  • Create a viewCreate a view (creation)
  • Modify a viewModify a view (change)

Select

Allows you to select a view type and proceed with creating a new view.

UnfoldUnfold

Allows you to expand the description of a view display more information in the view selection screen.

FoldFold

Allows you to collapse the description of a view in the view selection screen.

Details of each type of view can be found here :

List of view types

List

3 views

List

Gallery

Table

Export project budget data
Budget
List of financial documents
Budget
Exchange list
exchange
List of project exchanges
exchange
Planning activity
Planning
Export planning data
Planning
portfolio block Information
portfolio
Consolidated cockpits
Project
Project header
Project
Project data export
Project
summary sheet
Project
summary sheet phase / milestone
Project
Project news feed (block)
Project
form
Project
milestone information (block)
Project
Project information (block)
Project
List of milestones
Project
List of phases
Project
Template management
Project
List of projects
Project
Project review ( portfolio block)
Project
Export project resource data
Resource
Export activity entries
Resource
timesheet
Resource
Invoicing (Excel)
revenue
Export revenue data
revenue
List of tasks
task
List of project tasks
task
Task summary (e-mail)
task
Block tasks
task
Export requests
Request
List of ideas
Request
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