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Project Monitor v7.7 Knowledge Center
Project Monitor v7.7 Knowledge Center
/Administration
Administration
/
User settings
/Roles
Roles
/Subscription list
Subscription list
Subscription list

Subscription list

Depending on the event selected, there are more or less fields to fill in to apply thesubscription. Certain rights must be acquired to access certain subscriptions.

warning des saisies (mois courant inclus) / (mois révolus)

This subscription can be used to send a reminder to users regarding their activity entry. This subscription is triggered only if the activity entry appears to be incomplete in one of the months.

3 months are displayed in the e-mail:

  • the current month, and the two previous months for theentrywarning subscription (current month included)
  • the last 3 months for theforeclosurewarning subscription (months completed)
subscription warning entries (current month included)
subscription warning entries (current month included)

Here are the fields found in this screen:

‣
EventEvent

This is the name ofsubscription. This is the field where you selectsubscription add.

‣
FrequencyFrequency

The frequency can be set to:

  • Every X days of the month
  • Every day
  • Every Monday
  • Every Tuesday
  • Every Wednesday
  • Every Thursday
  • Every Friday
  • Last day of the month
  • On the Xth day of every month
‣
XX

This field appears if FrequencyFrequency is set to: Every X days of the month or Every Xth day of the month. Just replace the X with a number (from 1 to 31). Example: I want to set up my subscription the 1st of subscription month: I set the FrequencyFrequency on Every Xth day of the month and I replace XX by 1.

Automatic export

This subscription automatically sends an export, by e-mail, to the people concerned at a given frequency.

automatic resource export subscription
automatic resource export subscription

Here are the fields found in this screen:

‣
EventEvent

This is the name ofsubscription. This is the field where you selectsubscription add.

‣
Export typeExport type

Select the export type:

  • Export project resource data
  • Exporting resources
‣
FrequencyFrequency

The frequency can be set to:

  • Every X days of the month
  • Every day
  • Every Monday
  • Every Tuesday
  • Every Wednesday
  • Every Thursday
  • Every Friday
  • Last day of the month
  • On the Xth day of every month
‣
XX

This field appears if FrequencyFrequency is set to: Every X days of the month or Every Xth day of the month. Just replace the X with a number (from 1 to 31). Example: I want to set up my subscription the 1st of subscription month: I set the FrequencyFrequency on Every Xth day of the month and I replace XX by 1.

‣
Project filterProject filter

You can select a project filter from those created on the platform.

‣
viewview

This field appears if the Export typeExport type is defined on Export project resource data. It will therefore be possible to select an view Export project resource dataExport project resource data or Project data exportProject data export

🚦

Rights required :

  • Viewing views in platform administrationViewing views in platform administration
‣
Compress the attachment if sending by emailCompress the attachment if sending by email

Check this box to compress the export file when thesubscription email is received

‣
Last month(s)Last month(s)

Select a number from 1 to 24 in the list: the number of months to display from the past.

‣
Next month(s)Next month(s)

Select a number from 1 to 24 in the list: the number of months to display in the future.

Automatic report sending

This subscription automatically sends a report by e-mail to the people concerned at a given frequency.

🚦

Rights required : Access to automatic reportsubscriptionAccess to automatic reportsubscription

image

Here are the fields found in this screen:

‣
EventEvent

This is the name ofsubscription. This is the field where you selectsubscription add.

‣
Report typeReport type

You can choose between:

  • Analysis of the number of projects by criterionAnalysis of the number of projects by criterion
  • Project progress review (Excel)Project progress review (Excel)
  • Project review (Excel)Project review (Excel)
  • Extended project review (Excel)Extended project review (Excel)
  • Reverse project review (Excel)Reverse project review (Excel)
‣
FrequencyFrequency

The frequency can be set to:

  • Every X days of the month
  • Every day
  • Every Monday
  • Every Tuesday
  • Every Wednesday
  • Every Thursday
  • Every Friday
  • Last day of the month
  • On the Xth day of every month
‣
XX

This field appears if FrequencyFrequency is set to: Every X days of the month or Every Xth day of the month. Just replace the X with a number (from 1 to 31). Example: I want to set up my subscription the 1st of subscription month: I set the FrequencyFrequency on Every Xth day of the month and I replace XX by 1.

‣
Project filterProject filter

You can select a project filter from those created on the platform.

‣
viewview

The choice of view on Report typeReport type and lists the various reports that have already been created.

‣
Compress the attachment if sending by emailCompress the attachment if sending by email

Check this box to compress the export file when thesubscription email is received

‣
Last month(s)Last month(s)

Select a number from 1 to 24 in the list: the number of months to display from the past.

‣
Next month(s)Next month(s)

Select a number from 1 to 24 in the list: the number of months to display in the future.

history projects

This subscription allows you to receive thehistory modifications to a period by e-mail, with information such as the person who completed theaction, the date, the project, etc.

image

Here are the fields found in this screen:

‣
EventEvent

This is the name ofsubscription. This is the field where you selectsubscription add.

‣
FrequencyFrequency

The frequency can be set to:

  • Every X days of the month
  • Every day
  • Every Monday
  • Every Tuesday
  • Every Wednesday
  • Every Thursday
  • Every Friday
  • Last day of the month
  • On the Xth day of every month
‣
XX

This field appears if FrequencyFrequency is set to: Every X days of the month or Every Xth day of the month. Just replace the X with a number (from 1 to 31). Example: I want to set up my subscription the 1st of subscription month: I set the FrequencyFrequency on Every Xth day of the month and I replace XX by 1.

‣
Project filterProject filter

You can select a project filter from those created on the platform.

‣
viewview

If a report history projectshistory projects has been created, you can select it from this field.

‣
Last month(s)Last month(s)

Select a number from 1 to 24 in the list: the number of months to display from the past.

‣
Next month(s)Next month(s)

Select a number from 1 to 24 in the list: the number of months to display in the future.

seizure monitoring

This subscription can be used to send a reminder to users regarding their activity entry, whether complete or incomplete.

3 months are displayed in the e-mail: the current month, and the two previous months.

image

Here are the fields found in this screen:

‣
EventEvent

This is the name ofsubscription. This is the field where you selectsubscription add.

‣
FrequencyFrequency

The frequency can be set to:

  • Every X days of the month
  • Every day
  • Every Monday
  • Every Tuesday
  • Every Wednesday
  • Every Thursday
  • Every Friday
  • Last day of the month
  • On the Xth day of every month
‣
XX

This field appears if FrequencyFrequency is set to: Every X days of the month or Every Xth day of the month. Just replace the X with a number (from 1 to 31). Example: I want to set up my subscription the 1st of subscription month: I set the FrequencyFrequency on Every Xth day of the month and I replace XX by 1.

‣
viewview
‣
Last month(s)Last month(s)

Select a number from 1 to 24 in the list: the number of months to display from the past.

‣
Next month(s)Next month(s)

Select a number from 1 to 24 in the list: the number of months to display in the future.

LDAP directory synchronization with repository / users

🚦

Rights required :

  • Access to LDAP repository import reportsubscriptionAccess to LDAP repository import reportsubscription
  • Access to LDAP user import reportsubscriptionAccess to LDAP user import reportsubscription

Here are the fields found in this screen:

‣
EventEvent

This is the name ofsubscription. This is the field where you selectsubscription add.

‣
viewview
‣
Last month(s)Last month(s)

Select a number from 1 to 24 in the list: the number of months to display from the past.

‣
Next month(s)Next month(s)

Select a number from 1 to 24 in the list: the number of months to display in the future.

Synchronization of projects/budgets/envelopes/financial documents

🚦

Rights required :

  • Access to project synchronization reportsubscriptionAccess to project synchronization reportsubscription
  • Access to budget synchronization reportsubscriptionAccess to budget synchronization reportsubscription
  • Envelope synchronization reportsubscription accessEnvelope synchronization reportsubscription access
  • Access to financial synchronization reportsubscriptionAccess to financial synchronization reportsubscription

Here are the fields found in this screen:

‣
EventEvent

This is the name ofsubscription. This is the field where you selectsubscription add.

‣
viewview
‣
Last month(s)Last month(s)

Select a number from 1 to 24 in the list: the number of months to display from the past.

‣
Next month(s)Next month(s)

Select a number from 1 to 24 in the list: the number of months to display in the future.

Overview of all tasks / Overview of your current tasks / Overview of your issued tasks

This subscription provides a list of all tasks (200 maximum) that are in progress, late, or for which you are the sender, in a single e-mail.

image

Here are the fields found in this screen:

‣
EventEvent

This is the name ofsubscription. This is the field where you selectsubscription add.

‣
FrequencyFrequency

The frequency can be set to:

  • Every X days of the month
  • Every day
  • Every Monday
  • Every Tuesday
  • Every Wednesday
  • Every Thursday
  • Every Friday
  • Last day of the month
  • On the Xth day of every month
‣
XX

This field appears if FrequencyFrequency is set to: Every X days of the month or Every Xth day of the month. Just replace the X with a number (from 1 to 31). Example: I want to set up my subscription the 1st of subscription month: I set the FrequencyFrequency on Every Xth day of the month and I replace XX by 1.

‣
Project filterProject filter

You can select a project filter from those created on the platform.

‣
viewview

If a view type Task summary (e-mail)Task summary (e-mail) has already been created, you can select it from this field.

🚦

Rights required :

  • Viewing views in platform administrationViewing views in platform administration
‣
That late itemsThat late items

If you check this box, only tasks that late thedeadline in the summary

‣
Lead time in daysLead time in days

This time frame corresponds to the delay threshold beyond which only tasks that late relative to thedeadline) will be displayed in the summary.

‣
TypeType

This field allows you to select the type(s) of task (s) task display in the summary.

‣
Last month(s)Last month(s)

Select a number from 1 to 24 in the list: the number of months to display from the past.

‣
Next month(s)Next month(s)

Select a number from 1 to 24 in the list: the number of months to display in the future.

Summary of planning items

🚦

Rights required : Consultation of a schedule objectConsultation of a schedule object (right of consultation to access thesubscription)

Here are the fields found in this screen:

‣
EventEvent

This is the name ofsubscription. This is the field where you selectsubscription add.

‣
FrequencyFrequency

The frequency can be set to:

  • Every X days of the month
  • Every day
  • Every Monday
  • Every Tuesday
  • Every Wednesday
  • Every Thursday
  • Every Friday
  • Last day of the month
  • On the Xth day of every month
‣
XX

This field appears if FrequencyFrequency is set to: Every X days of the month or Every Xth day of the month. Just replace the X with a number (from 1 to 31). Example: I want to set up my subscription the 1st of subscription month: I set the FrequencyFrequency on Every Xth day of the month and I replace XX by 1.

‣
Project filterProject filter

You can select a project filter from those created on the platform.

‣
viewview

If a report of the type Summary of current planning items (email)Summary of current planning items (email) has already been created, so you can select it from this field.

‣
That late itemsThat late items

If you check this box, only the phases/milestones late thedeadline in the summary

‣
Lead time in daysLead time in days

This time frame corresponds to the delay threshold beyond which only tasks that late relative to thedeadline) will be displayed in the summary.

‣
Planning itemsPlanning items

This field allows you to choose between

  • Milestones
  • Phases
  • Phases and milestones for the data displayed in the summary.
‣
TypeType

This field allows you to select the type(s) of milestones/phases to display in the summary.

‣
Last month(s)Last month(s)

Select a number from 1 to 24 in the list: the number of months to display from the past.

‣
Next month(s)Next month(s)

Select a number from 1 to 24 in the list: the number of months to display in the future.

Automatic snapshot creation

This subscription allows you to monitor the automatic creation of snapshots, being notified each time one is created.