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Project Monitor v7.7 Knowledge Center
Project Monitor v7.7 Knowledge Center
/Administration
Administration
/
Advanced settings
/Global configuration
Global configuration
Global configuration

Global configuration

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Table of contents
  • General tab
  • Security tab
  • Technical tab

This screen allows you to make settings for an entire platform.

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Rights required : Configuring the platformConfiguring the platform

The platform configuration is divided into 3 tabs:

  • Global configuration - General tabGlobal configuration - General tab
  • Global configuration - Security tabGlobal configuration - Security tab
  • Global configuration - Technical tabGlobal configuration - Technical tab

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.

General tab

This tab lets you manage the platform's general settingsdashboard, budgets, schedules, resources, etc.).

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General configuration section
"General Settings" section of the "General" tab in the platform settings
"General Settings" section of the "General" tab in the platform settings
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Menu bar logoMenu bar logo

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.

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Mail to user modificationMail to user modification

An email will be sent to users whenever a change is made to their user account.

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Folded search panelFolded search panel

This field applies to certain screens. The search panel will be automatically collapsed.

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history retention timehistory retention time

Number of years for whichhistory is retained. By default, the retention period on the platform is 5 years.

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Platform Message section
" Message " section on the "General" tab of the platform configuration
" Message " section on the "General" tab of the platform configuration
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Message to pass on the platformMessage to pass on the platform

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.

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Maintenance noticeMaintenance notice

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.

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Message to send on the homepageMessage to send on the homepage

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 InformationInformation. This field is only visible in platform dashboards that use this block.

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Project section
"Project" section of the "General" tab in the platform configuration
"Project" section of the "General" tab in the platform configuration
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Setting project datesSetting project dates

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.

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Project code incrementationProject code incrementation

When creating a project, the project code can be incremented using one of the following methods:

  • none
  • reuse of the structure code : For example, if I assign my project to the hierarchical level with the code 2536, so my project will have the following automatic code 25361 (if Minimum number of digits in generated codeMinimum 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.
  • 🚦

    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.

    • 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 is 3601, so if I create a child project from this one, its code will be 3602 (if Minimum number of digits in generated codeMinimum 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 be 2401 (if Minimum number of digits in generated codeMinimum 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 is 2403, so if I create a child project from this one, its code will be 240301 (if Minimum number of digits in generated codeMinimum 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.
đź’ˇ

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.

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Minimum number of digits in generated codeMinimum number of digits in generated code

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 - ‣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.

đźš©

This field appears if the field Project code incrementationProject code incrementation has not been defined on None.

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Separation characterSeparation character

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 incrementationProject code incrementation has not been defined on None.

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Delay in identifier generationDelay in identifier generation

This field allows you to schedule the generation of the project code. Example: the Global configuration - ‣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 incrementationProject code incrementation has not been defined on None or Adaptation of the father's code.

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Fold everything on the project risk screenFold everything on the project risk screen

If the checkbox is selected, everything on the risk screen will be collapsed.

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Parent-child consolidationParent-child consolidation

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.
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Default file typeDefault file type

This field allows you to set the default record type, web or document, which will be displayed by default in projects

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Default plug typephasemilestone)Default plug typephasemilestone)

This field allows you to set the default record type, web or document, which will be displayed by default on phases and milestones

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Collaborative section
"Collaboration" section of the "General" tab in the platform configuration
"Collaboration" section of the "General" tab in the platform configuration
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Assign a task to be sent by e-mailAssign a task to be sent by e-mail

The option Sending an email will be automatically selected when a task created.

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Resource / Budget section
"Budget " sectionBudget the "General" tab in the platform configuration
"Budget " sectionBudget the "General" tab in the platform configuration
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Control resource profilesControl resource profiles

If this box is checked, the system will check whether profiles exist on the resources when the project is saved.

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Accepting negative valuesAccepting negative values

If this box is checked, negative values can be entered in the theme Budget managementBudget management or Resource managementResource management.

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Generic resources in activity entriesGeneric resources in activity entries

If this box is checked, generic resources will be displayed in the activity entries. Activity entriesActivity entries

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timesheet display modetimesheet display mode

Allows you to configure the timesheet display. Choose from: timesheet hour / timesheet day or full-time management. Activity entriesActivity entries

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Hours per dayHours per day

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.

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timesheet commentstimesheet comments

If this box is checked, you will be able to add comments on the timesheet screen. Activity entriesActivity entries

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Project identifier for budget synchronizationProject identifier for budget synchronization

In the import file for budget synchronization, this field must be specified in the "Project" column; for example WordingWording (or CodeCode or other attribute). This is used to identify the project associated with this attribute budget synchronization. Useful for Import Memo - 3.6 Budget synchronizationImport Memo - 3.6 Budget synchronization

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Blank lines hiddenBlank lines hidden

On screen BudgetsBudgets theme ProjectsProjects, rows may be created but remain empty. If this box is checked, then by default, on all screens such as scheduleschedule and RequestRequest, 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 monitoringmonitoring, only budget lines budget data will be displayed, and empty lines will not be visible. All lines appear on the screen SummarySummary, regardless of whether the lines are empty or not.

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Fold everything on the project budget screenFold everything on the project budget screen

If this box is checked, everything will be collapsed on the screen BudgetsBudgets of a project (to save space on the screen). Of course, you can click on UnfoldUnfold, but the elements will be collapsed the next time you visit the page.

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Fold everything on the timesheet screenFold everything on the timesheet screen

If this box is checked, everything will be collapsed on the screen Activity entriesActivity entries (to save space on the screen). Of course, you can click on UnfoldUnfold, but the elements will be collapsed the next time you visit the page.

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Fold everything on the project resource screenFold everything on the project resource screen

If this box is checked, everything will be collapsed on the screen ResourcesResources of the project (to save space on the screen). Of course, you can click on UnfoldUnfold, but the elements will be collapsed the next time you visit the page.

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Fold everything on the financial monitoring screenFold everything on the financial monitoring screen

If this box is checked, everything will be collapsed on the screen financial monitoringfinancial monitoring of the project. Of course, you can click on UnfoldUnfold, but the elements will be collapsed the next time you visit the page.

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Coding of financial documentsCoding of financial documents

Choice between None and Automatic. By choosing Automatic, a code will be automatically generated for each financial document. Financial documentsFinancial documents

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Default granularityDefault granularity

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 PlanCapacity Plan and scheduleschedule. You can then change the display on these screens

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Automatic replanningAutomatic replanning

This field enables the automation of resource rescheduling based on the smoothing start date Choose between:

  • No value defined no automatic rescheduling
  • Last day of the month Selected 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
  • Ă€ the initialization of ` period before the snapshot is generated) selected projects will have their smoothing start date changed to the initialization date of period PeriodsPeriods
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Project filterProject filter

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.

đź’ˇ

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.

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XX

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.

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Memorizing the remaining work resources over the monthsMemorizing the remaining work resources over the months

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).

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Planning section
"Planning" section of the "General" tab in the platform configuration
"Planning" section of the "General" tab in the platform configuration
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Minimum cockpit planning thresholdMinimum cockpit planning threshold

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.

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Maximum cockpit planning thresholdMaximum cockpit planning threshold

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.

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Cockpit planning in whole numbersCockpit planning in whole numbers

If this box is checked, the cockpit will no longer display percentages but will instead show the number of milestones.

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Offset on schedule dependenciesOffset on schedule dependencies

If this box is checked, automatic adjustments to linked items in the schedule are allowed.

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Automatic coding of phases and milestonesAutomatic coding of phases and milestones

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.

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Attributes section
image
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Limiting the number of characters displayed in a list for a multiline attributeLimiting the number of characters displayed in a list for a multiline attribute

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.

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Mail sending parameters section
"Email Settings" section on the "General" tab of the platform configuration
"Email Settings" section on the "General" tab of the platform configuration
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StrategyStrategy

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.

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Authorized margin for incomplete timesheet (%)Authorized margin for incomplete timesheet (%)

This field allows you to set the threshold (as a percentage) above whichsubscription timesheet subscription is triggered.

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Email header logoEmail header logo

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 memoWebservices 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.

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Securing access to this platform section
Security tab in the platform configuration
Security tab in the platform configuration
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Your IP addressYour IP address

A field that displays the IP address of the user accessing this platform.

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List of authorized IP addressesList of authorized IP addresses

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

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How to deactivate an accountHow to deactivate an account

Choose from: None, Temporary and Final. A user account will be deactivated if it has exceeded the limit Maximum number of connection attemptsMaximum number of connection attempts. The field Number of minutes of deactivationNumber of minutes of deactivation allows you to set a temporary deactivation period.

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Maximum number of connection attemptsMaximum number of connection attempts

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.

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Number of minutes of deactivationNumber of minutes of 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 attemptsMaximum number of connection attempts, and the How to deactivate an accountHow to deactivate an account is defined on Temporary.

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User session management section
Security tab in the platform configuration
Security tab in the platform configuration
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After closing the browserAfter closing the browser

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

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Duration of connection (number of days)Duration of connection (number of days)

This field appears only if After closing the browserAfter 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

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Password settings section
Security tab in the platform configuration
Security tab in the platform configuration
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Minimum number of charactersMinimum number of characters

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.

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Mandatory figuresMandatory figures

If this box is checked, each user's password must include at least one number.

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Mandatory capitalizationMandatory capitalization

If this box is checked, each user's password must include at least one uppercase letter.

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Change on 1st accessChange on 1st access

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.

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Change every X monthsChange every X months

This field allows you to set the number of months during which the user can keep the same password without changing it.

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Forbid old passwordForbid old password

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 passwordNew password. The message The new password must be different from the old one will appear.

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Number of days before recallNumber of days before recall

This checkbox sets the number of days before the password change reminder is sent.

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Non-exhaustive list of error/information messages

We cannot save the settings for allowed IP addresses because your own address (xxxxx) would be blocked. ➡️ When the field List of authorized IP addressesList 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.

Technical tab of the platform configuration
Technical tab of the platform configuration
đź’ˇ

To view current orders, there is the Background commandsBackground commands

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Rights required : Configure technical application parametersConfigure technical application parameters

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List of possible commands to execute :
  1. Run the calculation on the hierarchies now
  2. Start calculating attributes now
  3. Start calculation of calculated measurements now
  4. Start rescheduling projects now
  5. Verify the accuracy of budgets and metrics (to be performed for the period or for all periods)
  6. Correct the integrity of budgets and indicators (to be performed for the period or for all periods)
  7. Verify the integrity of financial documents
  8. Correct the integrity of financial documents
  9. 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)
  10. Reindex the documents for the UP)
  11. Remove VLMs from completed projects now
  12. Update the start date for smoothing the remaining work
  13. Verify the accuracy of project schedules: send an email listing the phases and milestones that may contain errors
  14. Verify the integrity of project schedules

Run

This button allows you to execute commands for the platform.

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Non-exhaustive list of error/information messages

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