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Project Monitor v7.7 Knowledge Center
Project Monitor v7.7 Knowledge Center

Add

Description

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

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Add

Adds a new project. See Projects - Creating a projectProjects - Creating a project

Add

Adds a dependency with another phase or milestone

Add

Creates a new exchange. Exchanges - Creating, duplicating and modifying an exchangeExchanges - Creating, duplicating and modifying an exchange

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Rights required : Add an exchangeAdd an exchange

Add

This button provides access to a search engine for adding phases to the activity entry sheet. In principle, projects are added automatically, with all phases to which the resource is assigned and which have already started.

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Rights required : Consultation of a project to which the user is assignedConsultation of a project to which the user is assigned

Add

This button is used to add a new document to the project.

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Rights required : Project modificationProject modification

Add

Allows you to create a new user: Users - Creating a userUsers - Creating a user

Add

Create a new role Roles - Creating and modifying a roleRoles - Creating and modifying a role

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Rights required :

  • Consult platform administration rolesConsult platform administration roles
  • Create platform administration rolesCreate platform administration roles

Add

You can add a subscription by clicking on this button. A pop-up window appears. You can choose an event linked to thesubscription , as well as the subscription frequency.

Add

Creates a new filter.

Project - Creating and modifying a public project filterProject - Creating and modifying a public project filter

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Rights required :

  • Consultation of public project filtersConsultation of public project filters
  • public filter project creationpublic filter project creation

Add

Creates a new filter.

Resource - Creating and modifying a public resource filterResource - Creating and modifying a public resource filter

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Rights required :

  • Consulting public resource filtersConsulting public resource filters
  • Creation of public resource filtersCreation of public resource filters

Add

Creates a new filter.

task - Creating and modifying a task public filtertask - Creating and modifying a task public filter

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Rights required :

  • Consulting public job filtersConsulting public job filters
  • Creating public task filtersCreating public task filters

Add

Creates a new filter.

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Rights required :

  • Consultation of publicexchange filtersConsultation of publicexchange filters
  • Creation of public exchange filtersCreation of public exchange filters

Add

Allows you to create a new private filter.

Add

Allows you to create a new template .

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Rights required :

  • Viewing project templatesViewing project templates
  • Creating a project templateCreating a project template (creation)
  • Viewing attributes in the projectViewing attributes in the project (creation)
  • Updating attributes in the projectUpdating attributes in the project (creation)

Add

This button allows you to add a workflow to template .

Add

This button allows you to add automation to template .

Add

This button allows you to add a phase template .

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Rights required :

  • Consultation of a planning object templateConsultation of a planning object template
  • Create a planning object templateCreate a planning object template

Add

This button allows you to add a milestone template .

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Rights required :

  • Consultation of a planning object templateConsultation of a planning object template
  • Create a planning object templateCreate a planning object template

Add

This button allows you to add anexchange template .

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Rights required :

  • exchange template consultationexchange template consultation
  • Creating anexchange templateCreating anexchange template

Add

This button allows you to add a task template .

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Rights required :

  • Viewing a task templateViewing a task template
  • Creating a task templateCreating a task template

Add

Allows you to add a new slideshow template. Slideshow templates - Creating and modifying a slideshow templateSlideshow templates - Creating and modifying a slideshow template

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Rights required :

  • Viewing a slideshow templateViewing a slideshow template
  • Creating a slideshow templateCreating a slideshow template

Add

Allows you to create a new web summary sheet .

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Rights required :

  • Consult Web summary sheetsConsult Web summary sheets
  • Create a Web summary sheetCreate a Web summary sheet

Add

Allows you to create a newmilestone summary sheet milestone

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Rights required :

  • Consult Web summary sheetsConsult Web summary sheets
  • Create a Web summary sheetCreate a Web summary sheet

Add

Adds a new workflow.

Add

Allows you to create a new dashboard .

Platform - Creating and modifying a dashboardPlatform - Creating and modifying a dashboard

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Rights required :

  • View platform dashboardsView platform dashboards
  • Create a platform dashboardCreate a platform dashboard

Add

Creates a newportfolio dashboard .

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Rights required :

  • View platform dashboardsView platform dashboards
  • Create a platform dashboardCreate a platform dashboard

Add

Creates a new project dashboard .

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Rights required :

  • View platform dashboardsView platform dashboards
  • Create a platform dashboardCreate a platform dashboard

Add

Allows you to access the view selection screen.

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Rights required :

  • Viewing views in platform administrationViewing views in platform administration
  • Create a viewCreate a view

Add

Allows you to add a group of project attributes.

A window will then appear; simply select a group of attributes from a custom list.

This window appears when you click on Add (an attribute group) at the end of view form creation.
This window appears when you click on Add (an attribute group) at the end of view form creation.

Once you've chosen an attribute group, you can then select the attributes in that group to display them in the form in question.

You can then click on Cancel or Add

Add

Adds a cockpit.

A window appears when you click on Add before the cockpit list.

This window appears when you click on Add (a cockpit) at the end of the Consolidated Cockpits view creation form .
This window appears when you click on Add (a cockpit) at the end of the Consolidated Cockpits view creation form .

You can then click on Cancel or Add.

Add

Allows you to assign a new role to the user.

Add

Allows you to create a new attribute .

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Rights required : Create attributes in platform administrationCreate attributes in platform administration

Add

Allows you to create a newmilestone attribute .

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Rights required : Create attributes in platform administrationCreate attributes in platform administration

Add

Allows you to create a newportfolio attribute .

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Rights required : Create attributes in platform administrationCreate attributes in platform administration

Add

Allows you to create a newexchange attribute .

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Rights required : Create attributes in platform administrationCreate attributes in platform administration

Add

Allows you to create a newfinancial document attribute .

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Rights required : Create attributes in platform administrationCreate attributes in platform administration

Add

Allows you to create a newtask attribute .

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Rights required : Create attributes in platform administrationCreate attributes in platform administration

Add

Creates a new request attribute .

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Rights required : Create attributes in platform administrationCreate attributes in platform administration

Add

Allows you to create any type ofattribute

attribute :

attribute : ProjectProject

portfolio attribute portfolio portfolioportfolio

exchange attribute exchange exchangeexchange

task attribute task tasktask

attribute financial document financial documentfinancial document

milestone attribute milestone Phase / milestonePhase / milestone

attribute : RequestRequest

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Rights required : Create attributes in platform administrationCreate attributes in platform administration

Add

Allows you to create a new list.

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Rights required : Create attributes in platform administrationCreate attributes in platform administration

Add

Allows you to create a new list item.

Add

Allows you to add a group of project attributes.

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Rights required :Create attributes in platform administrationCreate attributes in platform administration

Add

Allows you to add a group ofmilestone attributes.

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Rights required :Create attributes in platform administrationCreate attributes in platform administration

Add

Allows you to add a group of portfolio attributes.

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Rights required :Create attributes in platform administrationCreate attributes in platform administration

Add

Adds a group ofexchange attributes.

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Rights required :Create attributes in platform administrationCreate attributes in platform administration

Add

Adds a group of task attributes.

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Rights required :Create attributes in platform administrationCreate attributes in platform administration

Add

Allows you to add an analytical axis.

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Rights required : Profile creationProfile creation

Add

Allows you to add a envelope .

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Rights required : Creating a budget envelopeCreating a budget envelope

Add

Allows you to add a type of financial document. Financial document types - Creating and modifying a financial document typeFinancial document types - Creating and modifying a financial document type

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Rights required : Creation of a financial document typeCreation of a financial document type

Add

Allows you to add a budget the platform.

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Rights required : Creating a budgetCreating a budget

Add

Allows you to add a category.

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Rights required : Creating a categoryCreating a category

Add

Allows you to add a resource to the platform.

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Rights required : Create resourcesCreate resources

Add

Allows you to add a new profile.

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Rights required : Profile creationProfile creation

Add

Allows you to add a risk . This will not automatically add it to a project. You will then need to add it to a template and create a project from that template, or manually add the risk project.

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Rights required : Creation of a risk platformCreation of a risk platform

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Minimum thresholdMinimum threshold
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Maximum thresholdMaximum threshold
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AlarmAlarm
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WordingWording

Add

Allows you to add a new alert.

Add

Allows you to add a snapshot.

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Rights required : Creating snapshotsCreating snapshots

Add

Allows you to add a perimeter.

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Rights required : Creating perimetersCreating perimeters

Add

Allows you to add a new year, a previous year, or a previous fiscal year.

Add

Allows you to add a webhook.

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Rights required :

  • View WebhooksView Webhooks
  • Create a WebhookCreate a Webhook

Add

Allows you to add a datatalk (new request) to the list.

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Rights required : Creating a datatalkCreating a datatalk

Add

Allows you to add a plan .

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Rights required : Creating a budget versionCreating a budget version

Add

Allows you to add a financial document.

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Rights required : Creating a financial documentCreating a financial document

Add

Once the comment has been written, this button is used to add the comment to the task.

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Rights required : Creating a comment for a taskCreating a comment for a task

Add

This button is used to add a link to another project. You can search for projects or apply a project filter (private or public) to select one or more projects to link to.

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Rights required : Modification of links with other projectsModification of links with other projects

Add

Allows you to add existing child projects or create new child projects.

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Rights required : Modification of links with other projectsModification of links with other projects

Add

This button allows you to add automation to the project.

Add

Allows you to add a comment to the budget request provide more context.

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Rights required : Creating a comment for a budget requestCreating a comment for a budget request

Add

This button is used to add an exchange or task to the project under review. Exchange and task types are set in the slideshow template associated with the portfolio. Slideshow templatesSlideshow templates.

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Rights required :

  • Add an exchangeAdd an exchange
  • Add a taskAdd a task

Add

Allows you to add a portfolio scenario. No rights are required when you already have access to scenarios.

Add

Allows you to add a portfolio.

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Rights required : portfolio creationportfolio creation

Add

Allows you to add an exchange a project.

Add

Once the comment has been written, this button is used to add the comment to the task.

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Rights required :

Add

Allows you to add a

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Rights required :

Add

Allows you to add a

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Rights required :

Add

Add

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