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 . Project - Creation of a 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 .
exchange Creating and modifying anexchange template
Rights required :
This button allows you to add a task template .
task Creating and modifying a task template
Rights required :
Allows you to add a new slideshow template. Slideshow templates - Creating and modifying a slideshow template
Rights required :
Allows you to create a new web summary sheet .
Project - Creation and modification of a web summary sheet
Rights required :
Allows you to create a newmilestone summary sheet milestone
milestone Creating and modifying amilestone summary sheet
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 .
portfolio - Creating and modifying aportfolio dashboard
Rights required :
Creates a new project dashboard .
Project - Creating and modifying a project home template
Rights required :
Allows you to access the view selection screen. Views - Selecting a view
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 .
Project - Creating and modifying a attribute
Rights required : Create attributes in platform administration
Allows you to create a newmilestone attribute .
milestone Creating and modifying amilestone attribute
Rights required : Create attributes in platform administration
Allows you to create a newportfolio attribute .
portfolio Creating and modifying a portfolio attribute
Rights required : Create attributes in platform administration
Allows you to create a newexchange attribute .
exchange Creating and modifying an exchange attribute
Rights required : Create attributes in platform administration
Allows you to create a newfinancial document attribute .
financial document Creating and modifying a financial document attribute
Rights required : Create attributes in platform administration
Allows you to create a newtask attribute .
task Creating and modifying a task attribute
Rights required : Create attributes in platform administration
Creates a new request attribute .
Request - Creating and modifying a request attribute
Rights required : Create attributes in platform administration
Allows you to create any type ofattribute
attribute : Platform - Creating and modifying a platform 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. Lists - Creating and modifying a list
Rights required : Create attributes in platform administration
Allows you to create a new list item. Lists - Creating and modifying a list item
Allows you to add a group of project attributes.
Project - Creating and modifying a project attribute group
Rights required :Create attributes in platform administration
Allows you to add a group ofmilestone attributes.
milestone Creating and modifying amilestone attribute group
Rights required :Create attributes in platform administration
Allows you to add a group of portfolio attributes.
portfolio Creating and modifying a portfolio attribute group
Rights required :Create attributes in platform administration
Adds a group ofexchange attributes.
exchange - Creating and modifying an exchange attribute group
Rights required :Create attributes in platform administration
Adds a group of task attributes.
task - Creating and modifying a task attribute group
Rights required :Create attributes in platform administration
Allows you to add an analytical axis. Analytical axes - Creating and modifying an analytical axis
Rights required : Profile creation
Allows you to add a envelope . Budget envelopes - Creating and modifying a envelope
Rights required : Creating a budget envelope
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 budget the platform. Budget items - Creating and modifying a budget
Rights required : Creating a budget
Allows you to add a resource to the platform. Resources - Creating and modifying a resource
Rights required : Create resources
Allows you to add a new profile. Profiles - Creating and modifying a resource profile
Rights required : Profile creation
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.
Risks - Creating and modifying a risk
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.
Allows you to add a webhook. Webhook - Creating and modifying a webhook
Rights required :
Allows you to add a plan . Budget plans - Creating and modifying a plan
Rights required : Creating a budget version
Allows you to add a financial document. Financial documents - Creating and modifying a financial document
Rights required : Creating a financial document
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.
Allows you to add a comment to the budget request provide more context.
Rights required : Creating a comment for a budget request
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 templates.
Rights required :
Allows you to add a portfolio scenario. No rights are required when you already have access to scenarios.
Allows you to add an exchange a project.
Once the comment has been written, this button is used to add the comment to the task.
Rights required : No access