Displays an add form (project, user...)
Adds a new project. See Projects - Creating a project
Adds a dependency with another phase or milestone
Creates a new exchange. Exchanges - Creating, duplicating and modifying an exchange
Rights required : Add an exchange
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.
Rights required : Consultation of a project to which the user is assigned
Allows you to create a new user: Users - Creating a user
Create a new role Roles - Creating and modifying a role
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.
Creates a new filter.
Creates a new filter.
Allows you to create a new private filter.
Allows you to create a new template .
Rights required :
Viewing project templates
Creating a project template (creation)
Viewing attributes in the project (creation)
Updating attributes in the project (creation)
This button allows you to add a workflow to template .
This button allows you to add automation to template .
This button allows you to add a phase template .
This button allows you to add a milestone template .
This button allows you to add anexchange template .
Rights required :
This button allows you to add a task template .
Rights required :
Allows you to add a new slideshow template.
Rights required :
Allows you to create a new web summary sheet .
Rights required :
Allows you to create a newmilestone summary sheet milestone
Rights required :
Adds a new workflow.
Allows you to create a new dashboard .
Platform - Creating and modifying a dashboard
Rights required :
Creates a newportfolio dashboard .
Rights required :
Creates a new project dashboard .
Rights required :
Allows you to access the view selection screen.
Rights required :
Allows you to add a group of project attributes.
A window will then appear; simply select a group of attributes from a custom list.
Once you've chosen an attribute group, you can then select the attributes in that group to display them in the form in question.
Allows you to assign a new role to the user.
Allows you to create a new attribute .
Rights required : Create attributes in platform administration
Allows you to create a newmilestone attribute .
Rights required : Create attributes in platform administration
Allows you to create a newportfolio attribute .
Rights required : Create attributes in platform administration
Allows you to create a newexchange attribute .
Rights required : Create attributes in platform administration
Allows you to create a newfinancial document attribute .
Rights required : Create attributes in platform administration
Allows you to create a newtask attribute .
Rights required : Create attributes in platform administration
Allows you to create any type ofattribute
attribute :
attribute : Project
portfolio attribute portfolio portfolio
exchange attribute exchange exchange
task attribute task task
attribute financial document financial document
milestone attribute milestone Phase / milestone
attribute : Request
Rights required : Create attributes in platform administration
Allows you to create a new list item.
Allows you to add a group of project attributes.
Rights required :Create attributes in platform administration
Allows you to add a group ofmilestone attributes.
Rights required :Create attributes in platform administration
Allows you to add a group of portfolio attributes.
Rights required :Create attributes in platform administration
Allows you to add a type of financial document. Financial document types - Creating and modifying a financial document type
Rights required : Creation of a financial document type
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.
Rights required : Creation of a risk platform
Allows you to add a new alert.
Allows you to add a new year, a previous year, or a previous fiscal year.
Once the comment has been written, this button is used to add the comment to the task.
Rights required : Creating a comment for a task
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.
Rights required : Modification of links with other projects
Allows you to add existing child projects or create new child projects.
Rights required : Modification of links with other projects
This button allows you to add automation to the project.