structure

A structure is used to organize the platform by hierarchically grouping objects (projects, resources, etc.) or users. Hierarchies

Enables rights management and localization/partitioning of access to certain objects. This is known as a structure link.

Example: the geography structure contains continents on level 1, countries on level 2 and cities on level 3.

It is possible to associate a structure with a user group to restrict rights. By default, an object has unrestricted access, but if it is attached to a user group, only users belonging to this group can use the object.

Create and modify a structure

Create a new structure

1. Click on Administration.
2. In the Field settingsclick on Hierarchies.

The list of hierarchies is displayed.

3. Click on Create a structure.

The structure form structure , with the tab Hierarchical chart.

1️⃣

Step 1: General Information

1. Fill in the various fields that describe your structure.
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Wording
‣
Code
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Order
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Description
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Restricted access

2️⃣

Step 2: Setting up attachments

This step will determine which objects in the application can be partitioned at a given level of this structure.

1. Click on Add an item.
2. Select a Related object in the drop-down list.
3. For each Related object, you can define a specific setting:
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Multi-structurestructure link
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top-level structure link
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Mandatory

🚩

If you no longer want an object to be linked to this structure, click on Delete structure link configuration to the right of the line.

3️⃣

Step 3: Attach to a structure

It is possible to attach a structure a hierarchical level of another structure.

🚦

To do this, you must select structure as Related objectSee: Using hierarchies -

1. Select a structure.
2. Select a structure value (or more if Multi-structurestructure link has been configured for this type of structure link).

4. Click on the Structure once you have completed the form.

4️⃣

Step 4: Structure of the structure

On this screen, you will be able to determine the entire structure of your structure.

1. Click on Add a new element to add a hierarchical level.
2. Press the Input to easily add a new element.
3. Enter a Wording and one Code for each level.
4. Define specific settings for each level:
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structure link level
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break criterion
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Project coding level
5. Add as many levels as desired, and indent them with drag-and-drop to create sub-levels and values.

💡

Use the keys on your keyboard to easily build your structure

• Move up ↑ + ↑
• Move down ↑ + ↓
• Move to the left (indent) ↑ + ←
• Move to the right ⇧ + →

6. If you want to change the name of a value, click on the contextual menu of a value, then on Edit.
7. Enter information for each value:
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Wording
‣
Code
‣
Description
‣
Restricted access

🚩

It is possible to attach a structure value to another structure value (of another structure).

If a structure has set structure value as Related object then it will be possible to choose a structure link for this structure value.

For example, I can attach a structure value Geography > Maine and Loire to my structure value Angers which is part of another structure, simply by clicking on the value name.

5. Click on Register once all your changes have been made.

Change the structure

Edit information

1. Fill in the various fields that describe your structure.
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Wording
‣
Code
‣
Order
‣
Description
‣
Restricted access

Create hierarchical levels or level values

1. Click on Add a new element to add a hierarchical level.
2. Press the Input to easily add a new element.
3. Enter a Wording and one Code for each level.
4. Define specific settings for each level:
‣
structure link level
‣
break criterion
‣
Project coding level
5. Add as many levels as desired, and indent them with drag-and-drop to create sub-levels and values.

Modify hierarchical level values

1. If you want to change the name of a value, click on the contextual menu of a value, then on Edit.
2. Enter information for each value:
‣
Wording
‣
Code
‣
Description
‣
Restricted access
🚩

It is possible to attach a structure value to another structure value (of another structure).

If a structure has set structure value as Related object then it will be possible to choose a structure link for this structure value.

For example, I can attach a structure value Geography > Maine and Loire to my structure value Angers which is part of another structure, simply by clicking on the value name.

Modify information for a hierarchical level

If you want to change the information for a level, you can enter what you want in the fields at the top of the tab. Structure of your structure.

Delete a structure value

1. Click on the contextual menu of the level or value concerned.
2. Click on Delete.

Manage attachments

Attach an object to a structure

1. Verify that the structure question allows an object to be attached to it. See Using hierarchies - .
2. Access the relevant object (project, budget, schedule, user, etc.).
3. Select a structure, most often in a section Attachments of the form..
4. Select a structure value (or more if Multi-structurestructure link has been configured for this type of structure link).

Remove the structure link to a structure

Delete a structure

1. Access the list of hierarchies or the structure .
2. Click on the contextual menu.
3. Click on Delete.

A message will then appear.


4. Click again on Delete.

✅

The structure now structure deleted. It will no longer appear in the hierarchy list or in the list of possible attachments for the objects concerned.