This button saves time when creating an object. It copies information from one object to a completely new one.
This button saves time when creating an exchange. It copies information from one exchange to a brand-new exchange.
A form is then displayed.
This button appears in the contextual menu exchange.
Rights required : Add an exchange
With a single click, this button saves a copy of the project template currently being modified. It will appear in the list of project templates.
A window opens, allowing you to define a Wording to copy this template.
To save, click on OK or cancel Cancel
It will be possible to directly modify the new project template .
This button saves time when creating a task. You can copy information from one task a brand new task.
A form is then displayed. The forms for creating task duplicating task similar. Tasks - Creating and editing a task
This button appears in the contextual menu of a task.
Rights required : Add a task
This button allows you to easily copy an exchange task that has task been created for a project.
This button allows you to easily copy a portfolio scenario portfolio predefined framework). No rights are required if you already have access to the scenarios.
This button allows you to copyexchange you haveexchange created. It will be displayed above theexchange .
This button appears in the contextual menu from an exchange been created.
This button allows you to duplicate a dashboard. The new dashboard inherits the entire configuration of the source dashboard: widgets, filters, sharing settings, and layout.
To duplicate a dashboard
- From the list of dashboards, click on the
contextual menu the table you want to duplicate, then click
Duplicate.
- Enter the description and code for the new table.
- Click on
Register to confirm the duplication.
The new dashboard appears in the list and inherits the configuration of the source dashboard. You can then customize it (rename widgets, modify filters, adjust sharing settings).