| Block name | Homepage type | theme | Description | Preview | Type | Filter | view | Report | Block label link | Available since the... | Fields to be filled in (when creating/modifying the block) |
|---|---|---|---|---|---|---|---|---|---|---|---|
PlateformeProjetPortefeuilleFiche de synthèse projet web | Information | Inserting a third-party application page 🚦The website in question must be able to be inserted in an iframe | Technical | -- | -- | / | 6.2 or earlier | ||||
PlateformeProjetPortefeuilleFiche de synthèse phase/jalonFiche de synthèse projet web | Planning | timeline (planning) of one or more projects (depending on filters) |  | timeline | Project | / | 6.4 |
| |||
PlateformeProjetPortefeuilleFiche de synthèse phase/jalonFiche de synthèse projet web | All | Block displaying consolidated cockpits for projects (filtered or not) on the platform |   | Cockpits | Project | -- | 6.2 or earlier | ||||
PlateformeProjetFiche de synthèse projet webPortefeuille | All | This block displays a Datatalk record |  | Datatalk | -- | -- | |||||
PlateformeProjetPortefeuilleFiche de synthèse projet web | revenue | Last estimates created (Label, Status, Net amount, Issue date, period, Project) |  | Quotation list | Project | -- | -- | / | |||
Platform | All | Last modified objects (date, type, description of modification) over the last 60 days, limited to the first 20 lines. |  | Object list | -- | -- | / | 6.2 or earlier | |||
Platformportfolio | Project | Last 10 projects created (name, project manager, creation date) |  | List of projects | Project | -- | -- | 6.2 or earlier | |||
PlateformeProjetPortefeuilleFiche de synthèse projet web | Collaboration | Last 10 exchanges created (subject, creation date, project) |  | Exchange list | ProjectExchange | -- | -- | 6.2 or earlier | |||
PlateformeProjetPortefeuilleFiche de synthèse projet web | Collaboration | Last 10 exchanges modified (subject, editing date, project) |  | Exchange list | ProjectExchange | -- | -- | 6.2 or earlier | |||
PlateformeProjetPortefeuilleFiche de synthèse projet web | revenue | Last invoices created (Label, Status, Net amount, Issue date, period, Project) |  | Invoice list | Project | -- | -- | / | |||
ProjetFiche de synthèse phase/jalonFiche de synthèse projet webPortefeuille | Planning | Affiche le planning (phases, jalons et dépendances) avec liens cliquables sur les phases. Le bloc ne prend pas en compte les attributs phase/jalon ou les ruptures et tris paramétrés dans le rapport Diagramme de Gantt. |  | gantt chart | -- |
| |||||
ProjetFiche de synthèse projet web | structure | Fold-out list of children's projects/actions, access to the project/action and the summary sheet |  | List of projects | -- | -- | / | ||||
ProjetFiche de synthèse projet web | All | This block displays all actions carried out on the project/action in real time, with a break by theme, theaction of creation/update, timestamp, high or normal density.
For example: "user has created/updated/deleted tasks" In the i, the name of the task concerned is entered.
💡 Automatic actions such as rescheduling are performed by a user |  | News feed | - | v6.4.4 | |||||
PlateformePortefeuilleProjetFiche de synthèse projet web | All | Call up a report in graphical format at homepage - select period to display |   | Bar / pie chart | ProjectResourceindicatorBudget | -- |
| 6.2 or earlier | (⬇️ according to reports)
| ||
Platform | Information | Insert a message with links. A simple copy/paste is all it takes to add an image. This text can be modified from a platform config. field. |  | Information | -- | -- | / | 6.2 or earlier | |||
Portfolio | Information | Displays attributes specific to the portfolio |  | Information | -- | to setting up a portfolio | |||||
summary sheet phase/milestone | Information | Display attributes | Information | / | |||||||
Fiche de synthèse projet webFiche de synthèse phase/jalonProjet | Information | Displays properties, attributes, attachments, team |  | Information | / | ||||||
PlateformeProjetPortefeuilleFiche de synthèse projet web | Planning | Unpassed milestones with an estimated date less than today's date + 30 days (Label, Date target, Type, Project) |  | Milestone list | Project | -- | to list of milestones not passed | 6.2 or earlier | |||
PlateformeProjetFiche de synthèse projet webPortefeuille | Project | Block displaying cockpits for the project list |  | Cockpits | Project | -- | 6.2 or earlier |
| |||
Performance | List of documents loaded into AP properties |  | -- | -- | / | ||||||
Fiche de synthèse projet webProjet | Collaboration | Displays project exchanges | Exchange list | Exchange | |||||||
Fiche de synthèse projet webProjetPlateformePortefeuille | Collaboration | Displays project tasks Merged with "Last tasks created" and "Last tasks modified" blocks in v6.5 | List of tasks | Projecttask | -- | ||||||
PlateformeProjetPortefeuilleFiche de synthèse projet web | Planning | The block returns, for the selected project scope : - phases with an active status at the metastatus - whose end date target is strictly less than 30 days. (same calculation as for milestones). |  | Milestone list | Project | Phase in the project schedule | v6.5.1 | Wording | |||
Platform | Resource | timesheet gauge over the last 3 months |  | Gauge | -- | -- | to timesheet the resource | 6.2 or earlier | |||
Platform | Performance | Displays a list of indicators (category, reference, target, planned, cumulative, progress) |  | List of indicators | -- | -- |
| ||||
Platform | User | favourites users sorted by list |  | -- | -- | 6.2 or earlier | |||||
PlateformeProjetFiche de synthèse projet web | Planning | List of phases for which the user is designated manager of the project containing the phase |  | Project | -- | -- | to filtered phase list manager = user
| 6.2 or earlier | |||
Platformportfolio | Resource | List of projects on which you are declared as a resource (Wording) |  | List of projects | Project | -- | -- | 6.2 or earlier | |||
Platformportfolio | Project | List of projects for which I have been designated project manager (Name and access to project file) |  | List of projects | Project | -- | -- | 6.2 or earlier | |||
PlateformeProjetFiche de synthèse projet web | Collaboration | List of unfinished WF tasks assigned to the logged-in user | List of tasks filtered on WF=yes + assigned=me | Projecttask | -- | to the list of tasks filtered by user=me + status = active
| |||||
PlateformeProjetPortefeuilleFiche de synthèse projet web | Collaboration | List of active tasks assigned to me | List of tasks | Projecttask | -- | to the list of tasks filtered by user=me + status = active
|
List of homepage blocks
What is a block? A block contains information about your platform, whether about a particular theme or not.
A block from homepage can be added to various types of home pages and elements in PM :
- homepage of the platform
- homepage of a project or action
- homepage of a portfolio
- homepage of plan of actions
- Project or phase summary sheets /milestone
To create a block, you need to fill in a number of fields, as well as filters to display key information at a glance.
You can customize the display of certain blocks by assigning them a view created by your administrator.
Reports or DataTalk can also be displayed in blocks, either graphically or at timeline.
If a block name contains the word "Your", this means that the data displayed will be specific to the logged-in user.
Here is a description of all the home page blocks that can be found in Project Monitor.
🚨 Blocks displaying data budget can display consolidated data for both parent and child project budgets.
The right 
Viewing views in platform administration may be required to change the view of a block
Viewing views in platform administration may be required to change the view of a block
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