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Project Monitor v7.7 Knowledge Center
Project Monitor v7.7 Knowledge Center
/Administration
Administration
/
Model settings
/Views
Views
/List of financial documents
List of financial documents
List of financial documents

List of financial documents

This screen lets you create a view to modify the display of the platform's list of financial documents, in particular using budget attributes.

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What screen does this view appear on?

When you click on theme Budget managementBudget management > Financial documentsFinancial documents The list of all financial documents on the platform.

view creation form List of financial documents
view creation form List of financial documents

Here are the fields found in this screen:

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WordingWording

Entering a descriptive label will make it easy to identify in the list of views.

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CodeCode

Codes are generally entered in uppercase letters and with underscores (_). It is important to enter them because they can be helpful if an error occurs.

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OrderOrder

The order in which the view in the list of views on the list of financial documents

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Long labelLong label

Enter a label that is longer than the character limit for the Label field.

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DescriptionDescription

Enter additional information in this field to describe your view

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IconIcon

The icon will appear when you select the view. You can upload an image file.

There are several options for managing the illustration:

Replace with a new fileReplace with a new file

This button allows you to upload a file or a URL to replace the content currently in the field.

EditEdit

Allows you to give more information to the icon.

Three fields can then be modified:

  • WordingWording
  • statusstatus
  • VersionVersion
image

DeleteDelete

Allows you to delete the file added to illustrate the view

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DefaultDefault

This view selected by default if this box is checked.

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financial document attributesfinancial document attributes

Select certain attributes and use drag-and-drop to arrange them in a specific order relative to one another. No access

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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.

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It is also possible to link this view to one or more structure values. HierarchiesHierarchies

Possible actions at creation

RegisterRegister

Validates your changes. This may redirect you to the previous page on some screens.

Possible actions upon modification

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.

RegisterRegister

Validates your changes. This may redirect you to the previous page on some screens.

SeehistorySeehistory

Displays a list of changes made to this view by all users.

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

DeleteDelete

Deletes a view.

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Right required : Delete a viewDelete a view