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
Rights required :
- Click on
Administration.
- In the Field settingsclick on
Hierarchies.
- Click on Create a structure.
The list of hierarchies is displayed.
The structure form structure , with the tab Hierarchical chart.
Step 1: General Information
- Fill in the various fields that describe your structure.
Step 2: Setting up attachments
This step will determine which objects in the application can be partitioned at a given level of this structure.
- Click on Add an item.
- Select a
Related object in the drop-down list.
- For each
Related object, you can define a specific setting:
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.
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 -
- Select a
structure.
- Select a
structure value (or more if
Multi-structurestructure link has been configured for this type of structure link).
- Click on the
Structureonce you have completed the form.
Step 4: Structure of the structure
On this screen, you will be able to determine the entire structure of your structure.
- Click on Add a new element to add a hierarchical level.
- Press the
Inputto easily add a new element. - Enter a
Wording and one
Code for each level.
- Define specific settings for each level:
- 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
⇧ + →
- If you want to change the name of a value, click on the
contextual menu of a value, then on
Edit.
- Enter information for each value:
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.
- Click on
Register once all your changes have been made.
Change the structure
- Click on
Administration.
- In the Field settingsclick on
Hierarchies.
- Click on the structure .
The list of hierarchies is displayed.
Rights required :
Edit information
- Fill in the various fields that describe your structure.
Create hierarchical levels or level values
- Click on Add a new element to add a hierarchical level.
- Press the
Inputto easily add a new element. - Enter a
Wording and one
Code for each level.
- Define specific settings for each level:
- Add as many levels as desired, and indent them with drag-and-drop to create sub-levels and values.
Modify hierarchical level values
- If you want to change the name of a value, click on the
contextual menu of a value, then on
Edit.
- Enter information for each value:
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
Right required : Deleting a structure
- Click on the
contextual menu of the level or value concerned.
- Click on
Delete.
The structure value has now been removed. It will no longer appear in the structure in the list of possible attachments for the objects concerned.
Manage attachments
Attach an object to a structure
Rights required :
- Verify that the structure question allows an object to be attached to it. See
Using hierarchies - .
- Access the relevant object (project, budget, schedule, user, etc.).
- Select a
structure, most often in a section
Attachmentsof the form.. - 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
Rights required :
Delete a structure
- Access the list of hierarchies or the structure .
- Click on the
contextual menu.
- Click on
Delete.
- Click again on
Delete.
A message will then appear.
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.