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Project Monitor v7.7 Knowledge Center
Project Monitor v7.7 Knowledge Center
/Glossary
Glossary
/List of actions
List of actions
List of actions

List of actions

Table

2 views

Table

Gallery

Wording
Description
[BETA] summary sheet document

Go to

Accesses the object that is configured ( portfolio scenario, report, etc.).

Activate

User activity

Update

Update smoothing start date

Update data

Assignments with completed

Assignments with remaining work

Assign

Allows you to assign a value (registration)

Allocate budgets

Allocate resources

Assigning risks

Assign to a new project

Line display

View

Show filters

Display financial documents

Display resource notes

Add

Displays an add form (project, user...)

Add to snapshot

Add to structure

Add to your calendar

Add to favourites

Adding notes

Add children's projects

Add all phases

Add an assignee

Add a block

Add an item

Add a file

Add a group

Add a new element

Add a local risk

Add a language

Add a note

Add a financial document

Add an attachment

Add a task

Add a task to the beginning of the list

Add a girl task

Cancel

This button is used to cancel a current action and return to the previous screen.

Cancel creation

Applying the allocation strategy

Apply

This feature is useful for applying your modifications while continuing to change information on the same page. The page does not change and the data is not saved.

Apply monthly rates

Apply selection to children

Apply the allocation strategy

Apply to projects created from this template

Apply a template

Link an account

Associate an action

Attributes

Avatar

This button gives access to shortcuts concerning your account, such as the timesheet, as well as the Logout button.

Cartography

Loads and target dates

critical path

Select default

Choose a new date

Compare

By selecting two roles, you can click on this button and compare the information and different elements of the two roles.

Confirm

Connection

SSO login

Consolidation with children's projects

Visit

View resource activity

Consult the resource sheet

Consult the project

Copy to planned

Copy to private filter

Copy phase end date

Copy the request to planned

Copy the request from a lower hypothesis

Copy the requested item from a hypothesis high

Copy the requested item from a hypothesis medium

Copy the planned on the application

Copy request total to target

Correct measurement integrity

Correct measurement integrityperiod activeperiod )

Correct the integrity of financial documents

Create

Create and start the magazine

Create and save

Create portfolio

Creating a static filter

Create a new project from this template

Create a children's project

Create a structure

Create a structure

CSV

CSV by email

Dates

Shifting the schedule

Set as default

Untie managed resource

Dependencies

Move

This button moves one object before or after another.

Unfold

This button enlarges an element (block) that has been folded (display modification).

Unfold a level

drift

Disable

Lower the group

gantt chart

Document

Duplicate

This button saves time when creating an object. It copies information from one object to a completely new one.

Duplicate budget version

Edit

This feature lets you modify an object. It is one of the actions found on the largest number of screens.

Edit attachment

Quick editing

Delete browsing preferences

Register

This function saves your changes and redirects you to the previous screen (list).

Save estimated schedule as target

Save as

Send

Excel

Excel by email

Run

Run now

Export to PDF

PNG export

PNG export

Export

Export this project in MS-Project XML format

Export as CSV

Export labels

Export to Excel

Close

This button closes a window (for example, the filter criteria window).

summary sheet

summary sheet document

summary sheet web

Project sheet

Filter

This button allows you to display only certain information, particularly in lists where you wish to see only certain information (filter criteria differ from one screen to another).

Generate

This button is used to generate information (and therefore automatically fill in certain fields) based on data.

Generate URLS

Manage rates

License management

Import

Import users

Import labels

Import a model

Newsletter

Inform when work is finished

Initialize capacities

Insert

Insert the content of a template

Insert template attributes

Insert tasks from a template

Insert a template

Disable

Invalidate input

Disableattribute input

Day

Launch

Start calculation of calculated measurements now

Start capacity calculation

List of comments

Members

contextual menu

This button lets you access screen-specific functions. These actions are detailed in a Screen-specific actions table for each application screen.

Main menu

Displays the left-hand "Main menu" pane, showing all the application's activated themes

Edit

This feature lets you modify an object. It is one of the actions found on the largest number of screens.

Modify en masse

Allows you to modify certain values for several objects with a single click

Modify LDAP identifier

Modify density

Change password

Modify a value

Month

Setting up the group

Forgot your password?

Forgot your password?

Notify the resource

Notify resources

New budget version

OK

Validates an action (adding a favorite, deleting).

Share

previous period

next period

Load Plan

automatic scheduling

Planning

Full screen

Fold

Reduces a page or part of a page: changes display only. Once folded, it can be unfolded.

Folding a level

More criteria

Previous

Datatalk properties

Purge financial documents

Exit full screen mode

Reports

Reassign target

Reassign remaining work

Search

Search in a list

Copy this cost for all future periods

Copy the target the RAF

Refuse

Refuse en masse

Group by

Reset remaining work global

Join the magazine

Replace template

Replace with

Replace with a new file

Used in particular for Profile pictureProfile picture or IconIcon

Going public

Remove

Remove from snapshot

Remove the financial document from the project

Remove resource

Withdraw budget

Remove project report

Remove risk

Remove a risk

Return to non-monthly rates

Login

Login as guest

Disconnect

Select

This button is used to select an item from a list and move on to the nextaction , such as RegisterRegister

Select budgets

Select indicators

Select projects

Select resources

Select all

Select a period

Week

Working week

Submit

Submit in bulk

Suggest remaining work

Next

Delete workflow version

Delete

This button is used to delete an object (remove a user role , delete a task, etc.).

Mass deletion

This button is used for mass deletion, i.e. deleting several objects with a single click.

Delete the association

Delete structure link configuration

Delete SAML configuration

Eliminating parentage

Delete attachment

Delete all

Delete a budget

Download model

Finish preparation

End review

Testing a webhook

Totals

Unfold all

Clear all

Fold everything

Sort

This button sorts : - in ascending order on first click (arrow down) - in descending order on second click (arrow up) A third click on this button removes the sorting. Sorting is performed on the header of a list in the application: list of views, users, projects, etc.

Confirm

This button is used to validate a choice made by the user: for example, to validate the choice of a period (filter).

Mass validation

Validate key

Validate entry

Validate the entry ofattribute

Confirm selection

Verify measurement integrity

Verify the integrity of financial documents

View

This button allows you to preview the rendering before saving the object. A preview pane appears at the bottom of the screen.

View by week

View by month

View projects

Seehistory

This button displays thehistory modifications to an object: date, user, action, object, property, value, etc. Actions are sorted from most recent to oldest.

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