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

Edit

Description

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

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Allows you to modify a block.

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Allows you to modify a project. See Projects - Modifying a projectProjects - Modifying a project

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Used to modify a phase. See Phases - Modifying a phasePhases - Modifying a phase

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Rights required : Modifying a schedule objectModifying a schedule object

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Quickly editexchange attributes (text, date, etc.)

This button appears when you hover over an exchange.

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Rights required : Modifying an exchangeModifying an exchange or Modify your exchangeModify your exchange

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By clicking on a user, you can modify his/her information. Users - Modifying a userUsers - Modifying a user

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Click on a role to make changes.

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

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Rights required :

  • Consult platform administration rolesConsult platform administration roles
  • Modify platform administration rolesModify platform administration roles

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Modify an existing public 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 change project public filterpublic filter change project public filter

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Modify an existing public filter .

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Rights required :

  • Consulting public resource filtersConsulting public resource filters
  • Modification of public resource filtersModification of public resource filters

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Modify an existing public 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
  • Modifying public task filtersModifying public task filters

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Modify an existing public filter .

exchange - Creating and modifying anexchange public filterexchange - Creating and modifying anexchange public filter

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Rights required :

  • Consultation of publicexchange filtersConsultation of publicexchange filters
  • Modification of public exchange filtersModification of public exchange filters

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Allows you to modify an private filter .

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Allows you to modify an existing template .

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Rights required to modify a template :

  • Viewing project templatesViewing project templates
  • Viewing project configuration tabsViewing project configuration tabs
  • Modifying a project templateModifying a project template
  • Viewing attributes in the projectViewing attributes in the project
  • Updating attributes in the projectUpdating attributes in the project

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Allows you to modify an phase template .

Phase  Creating and modifying a phase templatePhase Creating and modifying a phase template

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Rights required :

  • Consultation of a planning object templateConsultation of a planning object template
  • Modification of a schedule object templateModification of a schedule object template

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Allows you to modify an milestone template .

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Rights required :

  • Consultation of a planning object templateConsultation of a planning object template
  • Modification of a schedule object templateModification of a schedule object template

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Allows you to modify anexchange template .

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Rights required :

  • exchange template consultationexchange template consultation
  • Modifying anexchange templateModifying anexchange template

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Allows you to modify an task template .

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Rights required :

  • Viewing a task templateViewing a task template
  • Modifying a task templateModifying a task template

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Allows you to modify an existing slide show 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
  • Modifying a slideshow templateModifying a slideshow template

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Allows you to modify an existing web summary sheet .

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Rights required :

  • Consult Web summary sheetsConsult Web summary sheets
  • Modifying a Web summary sheetModifying a Web summary sheet

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Allows you to modify an existingmilestone summary sheet .

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Rights required :

  • Consult Web summary sheetsConsult Web summary sheets
  • Modifying a Web summary sheetModifying a Web summary sheet

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Allows you to modify the configuration.

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Allows you to modify a dashboard .

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

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Rights required :

  • View platform dashboardsView platform dashboards
  • Modifying a platform dashboardModifying a platform dashboard

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Allows you to modify a project dashboard .

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Rights required :

  • View platform dashboardsView platform dashboards
  • Modifying a platform dashboardModifying a platform dashboard

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Allows you to modify aportfolio dashboard .

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Rights required :

  • View platform dashboardsView platform dashboards
  • Modifying a platform dashboardModifying a platform dashboard

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Allows you to modify an view . All view types are listed here, each view specific settings. List of view typesList of view types

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Rights required :

  • Viewing views in platform administrationViewing views in platform administration
  • Modify a viewModify a view

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Allows you to give more information to the icon.

Three fields can then be modified:

  • WordingWording
  • statusstatus
  • VersionVersion
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Allows you to provide more information to the summary sheet template.

Three fields can then be modified:

  • WordingWording
  • statusstatus
  • VersionVersion
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Allows you to modify the attributes to be included in the form, depending on the attribute group selected.

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Allows you to modify a cockpit that has already been added.

This window appears when you modify a cockpit that has already been created, at the end of the form for creating/modifying a consolidated Cockpits view .
This window appears when you modify a cockpit that has already been created, at the end of the form for creating/modifying a consolidated Cockpits view .

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Allows you to change one of the roles already assigned.

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Allows you to modify an existing attribute .

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Rights required : Modifying attributes in platform administrationModifying attributes in platform administration

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Allows you to modify an existing attribute .

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Rights required : Modifying attributes in platform administrationModifying attributes in platform administration

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Allows you to modify anportfolio attribute .

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Rights required : Modifying attributes in platform administrationModifying attributes in platform administration

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Allows you to modify an attribute financial document .

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Rights required : Modifying attributes in platform administrationModifying attributes in platform administration

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Allows you to modify anexchange attribute .

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Rights required : Modifying attributes in platform administrationModifying attributes in platform administration

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Allows you to modify an task attribute .

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Rights required : Modifying attributes in platform administrationModifying attributes in platform administration

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Allows you to modify anmilestone attribute .

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Rights required : Modifying attributes in platform administrationModifying attributes in platform administration

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Allows you to modify an existing request attribute .

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Rights required : Modifying attributes in platform administrationModifying attributes in platform administration

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Allows you to modify a list.

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Rights required : Modifying attributes in platform administrationModifying attributes in platform administration

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Allows you to modify an item in a list.

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Allows you to modify a group of project attributes.

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Rights required : Modifying attributes in platform administrationModifying attributes in platform administration

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Allows you to modify a group of portfolio attributes.

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Rights required : Modifying attributes in platform administrationModifying attributes in platform administration

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Allows you to modify a group ofmilestone attributes.

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Rights required : Modifying attributes in platform administrationModifying attributes in platform administration

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Allows you to modify a group ofexchange attributes.

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Rights required : Modifying attributes in platform administrationModifying attributes in platform administration

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Allows you to modify a group of task attributes.

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Rights required : Modifying attributes in platform administrationModifying attributes in platform administration

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Allows you to modify the information and settings for a budget item.

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Rights required : Modifying a budgetModifying a budget

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Allows you to modify a financial document type. 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 : Modification of a financial document typeModification of a financial document type

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Allows you to modify a envelope .

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Rights required : Modifying a budget envelopeModifying a budget envelope

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Allows you to modify an analytical axis.

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Rights required : Modifying a profileModifying a profile

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Allows you to modify a parameter structure.

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Rights required : Modifying a parameter structureModifying a parameter structure

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Allows you to modify a category

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Rights required : Modifying a categoryModifying a category

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Allows you to modify an existing resource.

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Rights required : Modify resourcesModify resources

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Allows you to modify an existing profile.

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Rights required : Modifying a profileModifying a profile

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Allows you to modify a risk .

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Rights required : Modifying a platform riskModifying a platform risk

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Allows you to modify a perimeter.

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Rights required : Modification of perimetersModification of perimeters

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Allows you to modify a snapshot.

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Rights required : Editing snapshotsEditing snapshots

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Allows you to modify a datatalk.

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Datatalk properties cannot be modified once the datatalk has been created, except by the person who created it.

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Rights required : Modifying a datatalkModifying a datatalk

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Allows you to modify a plan .

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Rights required : Modifying a budget versionModifying a budget version

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Allows you to modify a financial document.

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Rights required : Modifying a financial documentModifying a financial document

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Allows you to modify a task. This button appears in the contextual menucontextual menu of a task.

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Rights required : Modify a taskModify a task or View and modify your tasks (sender, assigned, participant)View and modify your tasks (sender, assigned, participant)

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Allows you to modify a webhook.

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Rights required :

  • View WebhooksView Webhooks
  • Modifying a WebhookModifying a Webhook

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This button is used to edit a comment already added. Once you have made your changes, click on Confirm so that they can be recorded.

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Rights required : Edit all task commentsEdit all task comments

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Allows you to quickly edit task attributes task text, date, etc.) This button appears when you hover over a task.

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Rights required : Modify a taskModify a task or View and modify your tasks (sender, assigned, participant)View and modify your tasks (sender, assigned, participant)

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This button is used to enter values for fields: estimated representations, target, etc.

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Required law, depending on the performances: Entering a budget targetEntering a budget target Capturing thecommitted a budgetCapturing thecommitted a budget Enter the Invoiced of a budgetEnter the Invoiced of a budget Capturing budgetestimatedCapturing budgetestimated Enter budget plannedEnter budget planned Enter the distributed planned of a budgetEnter the distributed planned of a budget Entering the completed  budgetEntering the completed budget

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This button is used to enter values for fields: estimated representations, target, etc.

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Right required

Entering budget requestsEntering budget requests and depending on the performances: Entering a budget targetEntering a budget target Capturing thecommitted a budgetCapturing thecommitted a budget Enter the Invoiced of a budgetEnter the Invoiced of a budget Capturing budgetestimatedCapturing budgetestimated Enter budget plannedEnter budget planned Enter the distributed planned of a budgetEnter the distributed planned of a budget Entering the completed  budgetEntering the completed budget

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This button allows you to view the list of projects in the review and access them quickly. The list is displayed according to the settings made in the slideshow template associated with portfolio. Slideshow templatesSlideshow templates

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Allows you to modify a milestone.

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Rights required :

  • Modifying a schedule objectModifying a schedule object or Modifying your schedule objectsModifying your schedule objects
  • Modification of schedule object datesModification of schedule object dates

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

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Allows you to easily modify the content of a project.

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This button is used to edit a comment already added. Once you have made your changes, click on Confirm so that they can be registered

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Rights required :

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This button is used to enter values for fields such as severity and probability.

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Rights required :

  • Understanding the seriousness of a riskUnderstanding the seriousness of a risk
  • Capturing the probability of a riskCapturing the probability of a risk

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Allows you to modify the plan .

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Allows you to modify the plan . Editing is possible on the plan boxes, which correspond to a resource, a phase a day, week, or month (depending on the selected display mode).

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The data that appears in bold has been defined manually. Data that is not in bold has been defined via the smoothing of the remaining work automatic) and has not been modified.

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This button is used to enter values for fields: representations remaining work, target, etc.

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Rights required :

  • Enter a resource targetEnter a resource target
  • Enter a resourceestimatedEnter a resourceestimated
  • Enter a resource's plannedEnter a resource's planned
  • Enter the distributed planned of a resourceEnter the distributed planned of a resource
  • Enter the forecast total for a resourceEnter the forecast total for a resource
  • Enter the remaining work of a resourceEnter the remaining work of a resource

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Allows you to modify a

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Rights required :

EditEdit

Allows you to modify a

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Rights required :

EditEdit

Allows you to modify a

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Rights required :

EditEdit

Allows you to modify a

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Rights required :

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