This feature lets you modify an object. It is one of the actions found on the largest number of screens.
Allows you to modify a block.
Allows you to modify a project. See Projects - Modifying a project
Used to modify a phase. See Phases - Modifying a phase
Rights required : Modifying a schedule object
Quickly editexchange attributes (text, date, etc.)
This button appears when you hover over an exchange.
Rights required : Modifying an exchange or
Modify your exchange
By clicking on a user, you can modify his/her information. Users - Modifying a user
Click on a role to make changes.
Modify an existing public filter .
Modify an existing public filter .
Modify an existing public filter .
task - Creating and modifying a task public filter
Rights required :
Modify an existing public filter .
Allows you to modify an private filter .
Allows you to modify an existing template . Project - Modification of a template
Rights required to modify a template :
Allows you to modify an phase template .
Allows you to modify an milestone template .
Allows you to modify anexchange template .
exchange Creating and modifying anexchange template
Rights required :
Allows you to modify an existing slide show template. Slideshow templates - Creating and modifying a slideshow template
Rights required :
Allows you to modify an existing web summary sheet .
Project - Creation and modification of a web summary sheet
Rights required :
Allows you to modify an existingmilestone summary sheet .
milestone Creating and modifying amilestone summary sheet
Rights required :
Allows you to modify the configuration.
Allows you to modify a project dashboard .
Project - Creating and modifying a project home template
Rights required :
Allows you to modify aportfolio dashboard .
portfolio - Creating and modifying aportfolio dashboard
Rights required :
Allows you to modify an view . All view types are listed here, each view specific settings. List of view types
Rights required :
Allows you to modify the attributes to be included in the form, depending on the attribute group selected.
Allows you to modify a cockpit that has already been added.
Allows you to change one of the roles already assigned.
Allows you to modify an existing attribute .
Platform - Creating and modifying a platform attribute
Rights required : Modifying attributes in platform administration
Allows you to modify an existing attribute .
Project - Creating and modifying a attribute
Rights required : Modifying attributes in platform administration
Allows you to modify anportfolio attribute .
portfolio Creating and modifying a portfolio attribute
Rights required : Modifying attributes in platform administration
Allows you to modify an attribute financial document .
financial document Creating and modifying a financial document attribute
Rights required : Modifying attributes in platform administration
Allows you to modify anexchange attribute .
exchange Creating and modifying an exchange attribute
Rights required : Modifying attributes in platform administration
Allows you to modify an task attribute .
task Creating and modifying a task attribute
Rights required : Modifying attributes in platform administration
Allows you to modify anmilestone attribute .
milestone Creating and modifying amilestone attribute
Rights required : Modifying attributes in platform administration
Allows you to modify an existing request attribute .
Request - Creating and modifying a request attribute
Rights required : Modifying attributes in platform administration
Allows you to modify an item in a list.
Allows you to modify a group of project attributes.
Project - Creating and modifying a project attribute group
Rights required : Modifying attributes in platform administration
Allows you to modify a group of portfolio attributes.
portfolio Creating and modifying a portfolio attribute group
Rights required : Modifying attributes in platform administration
Allows you to modify a group ofmilestone attributes.
milestone Creating and modifying amilestone attribute group
Rights required : Modifying attributes in platform administration
Allows you to modify a group ofexchange attributes.
exchange - Creating and modifying an exchange attribute group
Rights required : Modifying attributes in platform administration
Allows you to modify a group of task attributes.
task - Creating and modifying a task attribute group
Rights required : Modifying attributes in platform administration
Allows you to modify the information and settings for a budget item. Budget items - Creating and modifying a budget
Rights required : Modifying a budget
Allows you to modify a financial document type. Financial document types - Creating and modifying a financial document type
Rights required : Modification of a financial document type
Allows you to modify a envelope . Budget envelopes - Creating and modifying a envelope
Rights required : Modifying a budget envelope
Allows you to modify an analytical axis. Analytical axes - Creating and modifying an analytical axis
Rights required : Modifying a profile
Allows you to modify an existing resource. Resources - Creating and modifying a resource
Rights required : Modify resources
Allows you to modify an existing profile. Profiles - Creating and modifying a resource profile
Rights required : Modifying a profile
Allows you to modify a snapshot. Snapshots - Editing a snapshot
Rights required : Editing snapshots
Allows you to modify a datatalk.
Datatalk properties cannot be modified once the datatalk has been created, except by the person who created it.
Rights required : Modifying a datatalk
Allows you to modify a plan . Budget plans - Creating and modifying a plan
Rights required : Modifying a budget version
Allows you to modify a task. This button appears in the contextual menu of a task.
Rights required : Modify a task or
View and modify your tasks (sender, assigned, participant)
Allows you to modify a webhook. Webhook - Creating and modifying a webhook
Rights required :
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.
Rights required : Edit all task comments
Allows you to quickly edit task attributes task text, date, etc.) This button appears when you hover over a task.
Rights required : Modify a task or
View and modify your tasks (sender, assigned, participant)
This button is used to enter values for fields: estimated representations, target, etc.
Required law, depending on the performances:
Entering a budget target
Capturing thecommitted a budget
Enter the Invoiced of a budget
Capturing budgetestimated
Enter budget planned
Enter the distributed planned of a budget
Entering the completed budget
This button is used to enter values for fields: estimated representations, target, etc.
Right required
Entering budget requests and depending on the performances:
Entering a budget target
Capturing thecommitted a budget
Enter the Invoiced of a budget
Capturing budgetestimated
Enter budget planned
Enter the distributed planned of a budget
Entering the completed budget
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 templates
Allows you to modify a milestone. Milestones - milestone modification
Allows you to modify a portfolio scenario. No rights are required when you already have access to the scenarios.
Allows you to easily modify the content of a project.
This button is used to enter values for fields such as severity and probability.
Allows you to modify the plan .
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).
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.
This button is used to enter values for fields: representations remaining work, target, etc.