This screen allows you to make settings for an entire platform.
Rights required : Configuring the platform
The platform configuration is divided into 3 tabs:
Global configuration - General tab
Global configuration - Security tab
Global configuration - Technical tab
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.
Validates your changes. This may redirect you to the previous page on some screens.
General tab
This tab lets you manage the platform's general settingsdashboard, budgets, schedules, resources, etc.).
Allows you to display an image (such as the company logo) on the menu bar, between the main menu button and the universal search bar.
An email will be sent to users whenever a change is made to their user account.
This field applies to certain screens. The search panel will be automatically collapsed.
Number of years for whichhistory is retained. By default, the retention period on the platform is 5 years.
Allows you to display atemporary message on the platform—for example, an upcoming update. The message as an message in the lower-left corner of the screen.
🚨 The message permanently saved. For example, if the platform is updated, the message be lost.
This field allows you to enter the hours and minutes of an upcoming maintenance operation. Everyone logged into the platform will be able to see this message. The hours and minutes entered are in UTC0: this allows you to convey your message , regardless of the time zone.
This field is used to enter text (in rich text format, i.e., with the desired font size and color, as well as bold, underline, italics, etc.) that corresponds to the dashboard block Information. This field is only visible in platform dashboards that use this block.
When creating a project, the project dates can be predefined. You can choose from the following options: no dates set, start date set to today's date with an empty end date, or start date set to the first day of the year with an end date set to the last day of the year.
When creating a project, the project code can be incremented using one of the following methods:
nonereuse of the structure code: For example, if I assign my project to the hierarchical level with the code2536, so my project will have the following automatic code25361(ifMinimum number of digits in generated code is 1). If the project is linked to multiple hierarchical levels, the first one selected will be used to calculate the automatic code.
- Require that structure link to this structure.
- Add this structure link structure structure link the templates
adoption of the father's code: For example, if the code for my parent project is3601, so if I create a child project from this one, its code will be3602(ifMinimum number of digits in generated code is 2).
from the year of creation in AA format: If I create a project in 2024, then this code will be2401(ifMinimum number of digits in generated code is 2)
use of the parent code (or structure code): For example, if the code for my parent project is2403, so if I create a child project from this one, its code will be240301(ifMinimum number of digits in generated code is 2). If the parent project does not have a code, then the code of the associated hierarchical level will be used for the automatic code.
The following settings must be enabled for hierarchical levels Project coding level.
It is important to ensure that each project is properly linked to the structure from the moment it is created.
If the project code is automatically generated, then you need to remove it from the project creation form , so that it is actually created.
It is not possible to create projects via import on a platform where the settings generate automatic codes. You will need to disable these settings to enable the import.
This field allows you to specify the minimum number of characters for the project code that will be generated automatically.
Example: The minimum number of characters for the code is set to 2. The Global configuration - ‣ to 1.
So the projects will be numbered: 01, then 02, then 03. The offset number is added to the code for each new project.
This field appears if the field Project code incrementation has not been defined on
None.
Separator character between the structure value code structure value the incremented number (automatic coding) Choose from: . - _ or /
🚩This field appears if the field Project code incrementation has not been defined on
None.
This field allows you to schedule the generation of the project code.
Example: the Global configuration - ‣ The project number is set to 2. The offset number is set to 1.
Therefore, the projects will be numbered: 01, then 02, then 03. The offset number is added to the code for each new project.
🚩This field appears if the field Project code incrementation has not been defined on
None or Adaptation of the father's code.
If the checkbox is selected, everything on the risk screen will be collapsed.
This setting is used to consolidate data from child projects into the parent project space. It determines how data is displayed in dashboard :
- the project alone,
- the project and its children.
This criterion applies to:
- measures (budget, resources, indicators),
- discussions and tasks,
- milestones and phases.
This field allows you to set the default record type, web or document, which will be displayed by default in projects
This field allows you to set the default record type, web or document, which will be displayed by default on phases and milestones
The option Sending an email will be automatically selected when a task created.
If this box is checked, the system will check whether profiles exist on the resources when the project is saved.
If this box is checked, negative values can be entered in the theme Budget management or
Resource management.
If this box is checked, generic resources will be displayed in the activity entries.
Activity entries
Allows you to configure the timesheet display. Choose from: timesheet hour / timesheet day or full-time management. Activity entries
Allows you to enter the default number of hours per day for a resource’s workday. For example: 8 To enter a non-integer number, use hundredths rather than minutes: 7.50 for 7:30. You can set a specific number of hours per day for a resource in the resource’s profile.
đźš© This number is a coefficient: it is used to convert the number of hours into JH. Changing this coefficient does not affect previous data, unless an integrity check is run on the period.
If this box is checked, you will be able to add comments on the timesheet screen. Activity entries
In the import file for budget synchronization, this field must be specified in the "Project" column; for example Wording (or
Code or other attribute). This is used to identify the project associated with this attribute budget synchronization. Useful for
Import Memo - 3.6 Budget synchronization
On screen Budgets theme
Projects, rows may be created but remain empty.
If this box is checked, then by default, on all screens such as
schedule and
Request, any rows that are not filled in will be hidden. You can always change this view in the top-left corner of the screen
If this box is checked, then in the screen
monitoring, only budget lines budget data will be displayed, and empty lines will not be visible.
All lines appear on the screen
Summary, regardless of whether the lines are empty or not.
If this box is checked, everything will be collapsed on the screen Activity entries (to save space on the screen). Of course, you can click on
Unfold, but the elements will be collapsed the next time you visit the page.
If this box is checked, everything will be collapsed on the screen financial monitoring of the project. Of course, you can click on
Unfold, but the elements will be collapsed the next time you visit the page.
Choice between None and Automatic. By choosing Automatic, a code will be automatically generated for each financial document. Financial documents
Choice between Month, Week and Day.
This is the default display granularity for scheduling and the plan
This setting allows you to define the default display mode for the Capacity Plan and
schedule. You can then change the display on these screens
This field enables the automation of resource rescheduling based on the smoothing start date Choose between:
No value definedno automatic reschedulingLast day of the monthSelected projects will have their smoothing start date changed to the last day of the month.Every 10th day of the month: The start date for the smoothing period of the selected projects will be changed to a specific date within the month- À
the initialization of ` period before the snapshot is generated)selected projects will have their smoothing start date changed to the initialization date of periodPeriods
This field appears when a value has been entered in the "Automatic Rescheduling" field.
It allows you to select filters for private or public projects, so that only the desired projects are rescheduled, rather than all projects. However, it is possible to select All projects.
We recommend using a public project filter, because if a private filter selected, other users will not be able to see the filter, and if it is deleted, automatic rescheduling will not occur.
This field appears when the field automatic rescheduling is equal to Every 10th day of the month.
You can therefore enter a number that corresponds to the day of the month selected for rescheduling the start date of the remaining work smoothing.
This field allows you to disable snapshots for the remaining work scope. This gradually deletes old snapshots. As a result, data from past periods (reports, Galilee, etc.) will be lost. “Enabling this feature may impact performance during the monthly initialization process and increase the volume of data in the database.” The goal is to be able to disable this feature when data processing is too resource-intensive (in cases where snapshots are not used).
This field allows you to enter the number of days before the target date target thewarning thresholdwarning another milestone approaches. This corresponds to the minimum threshold displayed in the cockpit (dashboard and platform). For example, if you enter 5, milestone will turn yellow 5 days before milestone end date.
This field allows you to enter the number of days after the target date target the allowed delay for a milestone. This corresponds to the maximum threshold displayed in the cockpit (project dashboard and platform). For example, if the delay is 0, the milestone orange on the end date and red one day after the end date.
If this box is checked, the cockpit will no longer display percentages but will instead show the number of milestones.
If this box is checked, automatic adjustments to linked items in the schedule are allowed.
If this box is checked, a code will be automatically entered for any new phases and milestones created.
When a new phase is created, the code will be automatically filled in, for example: 433618.
If this checkbox is unchecked, the code must be entered manually.
Amilestone code is not automatically generatedmilestone it is part of a template. Therefore, it must be possible to save an empty code for a phase milestone template, even if this automatic coding option is enabled.
This field allows you to specify the maximum number of characters that will be displayed in dashboard blocks, forms, etc., for multi-line attributes. By default, there is no value entered, so there is no limit.
This field allows you to configure the email sending policy. Options:
- Server Configuration
- SimpleMailer : Emails are sent using the user's email address, and their name appears as the sender. You can reply to the email address specified in the field Mail. Recommended configuration for on-premises installations.
- MailerForwarder: Emails are sent using the user's email address, and their name appears as the sender. All emails from the platform are sent to an email address specified in the field Mail.
- AnonymousMailer : Emails are sent using a generic email address specified in the field Mail. The text entered in the field Name Replaces the sender. It is not possible to reply to emails.
- FromEtenduMailer : Emails are sent using the user's email address. Their name appears as the sender, but the text entered in the field is added in parentheses Name. It is not possible to reply to emails.
- ReplyToMailer : Emails are sent using a generic email address specified in the field Mail. The user's name appears as the sender monitoring text entered in the field Name in parentheses. The user's email address is entered in the replyTo of the email, so it is possible to reply to it. Recommended configuration for SaaS installations.
- MockedMailer : Emails are not being sent.
This field allows you to set the threshold (as a percentage) above whichsubscription timesheet subscription is triggered.
This field allows you to select a logo that will appear in every email you send.
Security tab
This tab contains settings for platform access, password and session management.
The Generate new key button generates an API Key to be used for web services. See Webservices memo
For each click on this button, a 64-character key appears. It is created automatically. The label and IP address must be entered.
You can delete this key using the button to the right of the line.
A field that displays the IP address of the user accessing this platform.
This field allows you to specify IP addresses that will be granted access to the platform. The list can be entered using various delimiters, including: space, line break (enter), comma, and semicolon. Only complete IP addresses are allowed. Camunda: 127.0.0.1 Virage intervention via SAVIRAGE (especially if you are using SaaS): 80.15.155.97
Choose from: None, Temporary and Final. A user account will be deactivated if it has exceeded the limit Maximum number of connection attempts. The field
Number of minutes of deactivation allows you to set a temporary deactivation period.
This field allows you to set the maximum number of login attempts a user can make on a platform before risk temporary or permanent deactivation.
This field allows you to set the number of minutes during which a user will be unable to log in to a platform. The user must have exceeded the Maximum number of connection attempts, and the
How to deactivate an account is defined on
Temporary.
This field determines whether users remain logged in after closing their browser.
Choose from:
Always log users out,
Keep all users logged in until they log out
or Let users choose whether to stay logged in
This field appears only if After closing the browser is set to:
Keep all users logged in until they log out
or Let users choose whether to stay logged in
Just enter the number of days
Minimum number of characters required for the user password. When creating a user or changing a password, an message will appear if this rule is not followed.
If this box is checked, each user's password must include at least one number.
If this box is checked, each user's password must include at least one uppercase letter.
If this box is checked, a user’s password must be changed the first time they log in to the application with their new account. A message :Your password needs to be changed. Please click the 'Change/Reset Password' link.
This field allows you to set the number of months during which the user can keep the same password without changing it.
If this box is checked, then when you try to change a password, you will not be able to enter the old password in the field New password.
The message
The new password must be different from the old one will appear.
This checkbox sets the number of days before the password change reminder is sent.
We cannot save the settings for allowed IP addresses because your own address (xxxxx) would be blocked. ➡️ When the field List of authorized IP addresses is filled out without including the IP address of the person making the change.
Technical tab
The technical tab allows you to immediately execute certain commands on the platform.
To view current orders, there is the Background commands
Rights required : Configure technical application parameters
- Run the calculation on the hierarchies now
- Start calculating attributes now
- Start calculation of calculated measurements now
- Start rescheduling projects now
- Verify the accuracy of budgets and metrics (to be performed for the period or for all periods)
- Correct the integrity of budgets and indicators (to be performed for the period or for all periods)
- Verify the integrity of financial documents
- Correct the integrity of financial documents
- Use the MM language or Restore the UP language (one of the two commands will be displayed: the one that hasn't already been executed)
- Reindex the documents for the UP)
- Remove VLMs from completed projects now
- Update the start date for smoothing the remaining work
- Verify the accuracy of project schedules: send an email listing the phases and milestones that may contain errors
- Verify the integrity of project schedules
This button allows you to execute commands for the platform.
You will receive an email when the calculations are complete ➡️ when processing order 1, 2, 3, or 4
You will receive an email when the integrity check is complete ➡️ when processing an order 5 or 6
You will receive an email once the financial document integrity check is complete. ➡️ when processing orders 7 and 8
Document reindexing has been started as task ➡️ when running command 10
Removing VLMs from completed projects in progress ➡️ when executing command 11
This command has already been sent. Please wait for it to finish before running it again. ➡️ when rerunning a command that is still in progress