Block name | Type de tableau de bord | theme | Description | Preview | Type | Filter | view | Report | Block label link | Available since the... | Fields to be filled in (when creating/modifying the block) |
|---|---|---|---|---|---|---|---|---|---|---|---|
PlatformProjectportfoliosummary sheet web project | 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 |
| |||
PlatformProjectportfoliosummary sheet milestonesummary sheet web project | Planning | timeline of one or more projects (depending on filters) |  | timeline | Project |
| / | 6.4 |
| ||
PlatformProjectportfoliosummary sheet milestonesummary sheet web project | All | Block displaying consolidated cockpits for projects (filtered or not) on the platform |  | Cockpits | Project |
| -- |
| 6.2 or earlier |
| |
PlatformProjectsummary sheet web projectportfolio | All | This block displays a Datatalk record |  | Datatalk | -- | -- |
| v6.5 |
| ||
PlatformProjectportfoliosummary sheet web project | 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 |
| |
PlatformProjectportfoliosummary sheet web project | Collaborative | Last 10 exchanges created (subject, creation date, project) |  | Exchange list | ProjectExchange | -- | -- |
| 6.2 or earlier |
| |
PlatformProjectportfoliosummary sheet web project | Collaborative | Last 10 exchanges modified (subject, editing date, project) |  | Exchange list | ProjectExchange | -- | -- |
| 6.2 or earlier |
| |
PlatformProjectportfoliosummary sheet web project | revenue | Last invoices created (Label, Status, Net amount, Issue date, period, Project) |  | Invoice list | Project | -- | -- | / |
| ||
Projectsummary sheet milestonesummary sheet web projectportfolio | Planning | Displays the schedule (phases, milestones and dependencies) with clickable links to phases. The block does not take into account milestone attributes or breaks and sorts set in the gantt chart report. |  | gantt chart | -- |
|
|
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Projectsummary sheet web project | structure | Liste dépliable des projets enfants, accès au projet et à la fiche de synthèse |  | List of projects | -- | -- | / |
| |||
Projectsummary sheet web project | All | This block shows all actions performed on the action in real time, with a break by theme, creation/updateaction , timestamp, high or normal density.
For example: "user has created/updated/deleted tasks" In the i, the label of the relevant task is filled in.
💡 Automatic actions such as rescheduling are performed by a user |  | News feed |
| - | v6.4.4 |
| |||
PlatformportfolioProjectsummary sheet web project | All | Appel d'un rapport en format graphique dans le tableau de bord - sélection de période à afficher |   | 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 portfolio attributes |  | Information |
| -- |
|
| |||
summary sheet milestone | Information | Display attributes | Information |
| / |
| |||||
summary sheet web projectsummary sheet milestoneProject | Information | Displays properties, attributes, attachments, team |  | Information |
| / |
| ||||
PlatformProjectportfoliosummary sheet web project | Planning | Unpassed milestones whose estimated date is less than today's date + 30 days (Label, target date, Type, Project) |  | Milestone list | Project |
| -- | to list of milestones not passed | 6.2 or earlier |
| |
PlatformProjectsummary sheet web projectportfolio | Project | Block displaying cockpits for the project list |  | Cockpits | Project |
| -- |
| 6.2 or earlier |
| |
Performance | List of documents loaded into AP properties |  | -- | -- | / |
| |||||
summary sheet web projectProject | Collaborative | Displays project exchanges | Exchange list | Exchange |
|
| |||||
summary sheet web projectProjectPlatformportfolio | Collaborative | Displays project tasks Merged with "Last tasks created" and "Last tasks modified" blocks in v6.5 | List of tasks | Projecttask |
| -- |
|
| |||
PlatformProjectportfoliosummary sheet web project | Planning | The block returns, for the selected project scope : - phases with an active status status - whose target end date 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 | -- | -- | 6.2 or earlier |
| |||
Platform | Performance | Displays a list of indicatorscategory, reference, target, planned, cumulative, progress) |  | List of indicators | -- | -- |
|
| |||
Platform | User | user favourites sorted by list |  | -- | -- |
| 6.2 or earlier |
| |||
PlatformProjectsummary sheet web project | Planning | List of phases for which the user is designated manager of the project containing the phase |  | Project | -- | -- | to the 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 am designated project manager (Project name and access to project file) |  | List of projects | Project | -- | -- |
| 6.2 or earlier |
| |
PlatformProjectsummary sheet web project | Collaborative | 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
|
| |||
PlatformProjectportfoliosummary sheet web project | Collaborative | List of active tasks assigned to me | List of tasks | Projecttask |
| -- | to the list of tasks filtered by user=me + status = active
|
|
List of dashboard blocks
Qu'est-ce qu'un bloc ? Un bloc contient des informations sur votre plateforme, que ce soit sur un thème en particulier ou non.
Un bloc de tableau de bord peut être ajouté dans différents types de pages d'accueil et d'éléments dans l’application :
• Tableau de bord de la plateforme
• Tableau de bord d'un projet
• Tableau de bord d'un portefeuille
• Fiches de synthèse projet ou phase/jalon
Pour créer un bloc, plusieurs champs sont à remplir ainsi que des filtres qui permettront de visualiser en un clin d'œil des informations clés.
Il est possible de personnaliser l'affichage de certains blocs en leur affectant une vue créée par votre administrateur.
Les rapports ou DataTalk peuvent également être affichés dans des blocs, sous forme de graphique ou de chronologie.
Si le nom d'un bloc contient le mot "Vos", cela signifie que les données affichées seront propres à l'utilisateur connecté.
Voici une description de tous les blocs de pages d'accueil qu'il est possible de retrouver dans l’application.
🚨 Blocks displaying budget data can show consolidated data for both parent and child project budgets.
The right 
Viewing views in platform administration may be required to change the view a block
Viewing views in platform administration may be required to change the view a block
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