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Project Monitor v7.7 Knowledge Center
Project Monitor v7.7 Knowledge Center
Modify project information

Modify project information

Project information can be found in several places within a project:

  • The forms
  • General information

The forms

Forms are used to update project data.

Each form contains attributes of different types (list, Boolean, rich field, multi-line...).

Each attribute is therefore data to be updated.

  1. In the project area, access the theme Project formsProject forms.
  2. Click on the form to be updated; by default, the first in the list will be displayed.
  3. đź’ˇ
    To change the order in which forms are displayed, go to : Project settings > Display), then change the order.
  4. Depending on the field to be updated, enter the expected data format for each attribute requiring modification.
  5. Click on RegisterRegister to save changes
âś…
Attribute values appear in the form.
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General information

  1. In the project area, access the theme SettingSetting.
  2. Go to tab Settings - General tabSettings - General tab
  3. đźš©

    This tab is always displayed by default.

  4. Enter new dataproject manager, dates, status...) :
  5. đź’ˇ
    If the property is historicized status...) then the data is periodic and valid only for the period displayed. To modify data for a previous period , click on the contextual menu at the top of the screen, then on Select a period. If the property is not historicized (description, logo...) then the data is aperiodic and the new entry will "overwrite" the previous one.

    As soon as new data is entered, the registration tick turns pink.

  6. To validate your entry, click on RegisterRegister.
âś…
As soon as registration completed, data is updated in all project screens.
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