To access a template, the user must have the right Viewing project templates through the roles assigned to it.

A good practice is to associate the right with a role called "Template Viewing."

If the user has the role View templates" role in their general profile, they will see all templates.

If the user has the role View templates" role in a structure profile, they will see all templates associated with that structure.

For example, if the user has a role Template Viewing" role on the CIO, they will see the CIO templates, but not those attached to other departments or those that are not attached.

The "attribute "attribute field may not be editable for several reasons:

• attribute of a attribute is not met.
• attribute validated.
• The form submitted.
• attribute set to restricted editing: you do not have permission to editattribute.

✅ Solutions:

Theattribute conditionattribute modified, allowing you to enterattribute .

If the button Delete is highlighted in the contextual menu of the project, then:

• Your project is still in a status asset and is therefore not in a status finished (status finished).
• The status is not configured correctly.
• A project with an active workflow cannot have astatus finished.
• You do not have permission to delete a project.
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Rights required : Deleting a project

• Insert a template inserts the template items template the project.
• Apply a template keeps track template the template it came template . So if a template reapplied, the phases will not be duplicated but will be updated. If a new template applied, the project retains the phases/milestones from its previous template retrieves the phases/milestones from the new template.

Each status is associated with status "status" that defines the project's behavior:

• whether or not to display on certain screens in the project,
• archiving guidelines in the event of project closure,
• the behavior when the status is controlled by a workflow,
• a weighting factor for calculating a project's earned value…

Anstatus on an object indicates that the project is, by default, unusable and cannot be found.

status

status allows you to define the stage associated with it in the project lifecycle. They will be given labels such as In progress, Validated, Archived, etc., in order to be recognized by users and reflect business meaning.

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Please note that a status have several meta-statuses, so care must be taken to ensure that the settings are consistent.

Meta-statuses ⬇️

Assets The project is displayed in the quick search Search The project can appear in the activity entry (if the other conditions are met). Activity entries All data can be entered in the report Draft Meta status only for workflows Workflows Pending validation Project status cannot be changed manually, only by workflow. Workflows Framed Meta status used only when integrating with an external application: project characteristics will be locked. On hold Meta status only for workflows Workflows Refused Meta status only for workflows Workflows Completed Project does not appear in activity entry Activity entries The project does not appear in the quick search field at top right Search All data can no longer be entered Project can be deleted Meta status triggers closure process Cancelled Meta status for workflow only Workflows

Several actions are available from the project list:

• Sort the columns
• Filter projects using public or private filters and filter criteria
• Run the summary sheet the project
• Edit quickly set up a project
• Create a new project

There are several possible causes:

• The list is filtered (single filter criteria selected using the button Filter or saved project filters). Project filters and filter criteria applied viaaction Filter are cumulative
• By default, projects already created on the platform that have astatus from Completed. To view all projects, simply select "Ignored" in the filter criteria.
• You do not have permission to view certain projects.

You can add dashboards to certain views, such as the project list or the project header, as well as to dashboard blocks.

Each cockpit differently depending on the theme .

Automation Insert a template allows you to add the following elements from template the project:

• Attachments
• Roles
• Themes
• Forms
• Attributes
• Planning
• Resources
• Reports
• Budgets
• Automations

Automation Apply a template allows you to add the following elements from template the project:

• Attachments
• Roles
• Themes
• Forms
• Attributes
• Planning
• Resources
• Reports
• Budgets
• Automations

Automation Apply a template replaces the following elements of template in the project:

• Logo
• summary sheet
• dashboard template
• Project header
• Workflow

Automation does not allow you to remove elements from the project based on the template . For example, if the theme is enabled and set in a project, when applying a template does not have the theme enabled, that theme will remain enabled in the project after the template is applied. If the project’s template is applied again, the information will not be duplicated.

Of course, all you have to do is go to a project: Setup - Automation tab and remove the desired automation.

You can apply (or reapply) the automations configured in the template all projects created from that template. Run an automation - Apply an automation to projects created from a template already template an automation

It is not yet possible to apply automation to projects on a large scale other than through project templates.

If there is a configuration error in the automation, it will be flagged when the automation runs within a project. For example, I want to insert a template my project when I validate my milestone on my schedule. When the automation runs, I realize that my template configured for insertion based on the message I receive: Error while running the automation: Unable to insert this template.