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Project Monitor v7.7 Knowledge Center
Project Monitor v7.7 Knowledge Center
List of rights

List of rights

There are several types of Project Monitor Monitor rights: - Administrator: for general roles. - Hierarchical: For use on general or hierarchical roles. - Project: For use on all role types (general, hierarchical or project). - Request: For use on all role types (general, hierarchical or project).

theme Budget

16 views

theme Budget

theme Request

theme exchange

theme State

theme General

theme Role management

theme structure

theme indicator

theme parameter

theme Project

theme Resource

theme revenue

theme risk

theme task

User theme

Table

Type
icon
Function
Law
Technical code
icon
License type
Description
Director
Envelope management
Envelope synchronization reportsubscription access

ACT_ABONNEMENT_IMPORT_SYNCHROENVELOPPE

No

Accesses the envelope synchronization reportsubscription screen Subscription listSubscription list

Director
Budget management
Access to budget synchronization reportsubscription

ACT_ABONNEMENT_IMPORT_SYNCHROBUDGET

No

Accesses the budget synchronization reportsubscription screen Subscription listSubscription list

Director
Management of financial commitments/mandates
Access to financial synchronization reportsubscription

ACT_ABONNEMENT_IMPORT_SYNCHROFINANCIERE

No

Accesses the financial synchronization reportsubscription screen Subscription listSubscription list

Project
Project budget management
Access to the budget request screen

ACT_REQUEST_BUDGET

No

Project
Project budget management
Access to budget scheduling screen

ACT_PLAN_BUDGET

No

Accesses the budget scheduling screen from the scheduleschedule theme BudgetsBudgets

Project
Project budget management
Access to the budget forecasting screen

ACT_PREVOIR_BUDGET

No

Accesses the monitoringmonitoring budget BudgetsBudgets

Hierarchical
Budget management
budget allocation

ACT_ALLOCATE_BUDGET

No

This right is required to consult budgets BudgetsBudgets Allows you to allocate a budget to a project

Project
Budget management
Consulting a budget

ACT_CONSULT_BUDGET

No

Allows you to consult and export the platform's list of budgets Project budget dataProject budget data

Director
Budget management
Consultation of a type of financial document

ACT_CONSULTER_TYPE_PIECE_FINANCIERE

No

Consult the list Types of financial documentsTypes of financial documents

Project
Project budget management
Consultation of a financial document

ACT_CONSULTER_PIECE_FINANCIERE

No

Allows you to consult and export financial documents from the platform. Financial documentsFinancial documents Allows you to view the financial monitoringfinancial monitoring and display financial documents in the other budget tabs of the project area

Director
Budget management
Consulting a budget version

ACT_CONSULTER_VERSION_BUDGET

No

View and export versions of budget plans Budget plansBudget plans

Hierarchical
Envelope management
Consulting budget envelopes

ACT_CONSULT_ENVELOPE

No

Consult budget envelopes

Director
Budget management
View budget consolidation

ACT_CONSULT_CONTROLE_BUDGET

No

Hierarchical
Budget management
View budget statements

ACT_CONSULTER_STATE_BUDGET

No

Allows you to view budget reports from the reports center

Project
Budget management
Copy budget request to planned

ACT_COPIE_DEMAND_TO_PLAN

No

Project
Budget management
Copy total from budget request to target

ACT_COPIE_REQUEST_TO_TARGET

No

RequestRequest

Project
Budget management
Creating a budget

ACT_CREER_BUDGET

No

Create a budget from the list of budgets Budget itemsBudget items Allows you to import a budget BudgetsBudgets

Project
Project budget management
Creating a comment for a budget request

ACT_CREER_COMMENT_APPLICATION_BUDGET

Contributor

Director
Budget management
Creation of a financial document type

ACT_CREER_TYPE_PIECE_FINANCIERE

No

Allows you to enter financial document types

Director
Envelope management
Creating a budget envelope

ACT_CREER_ENVELOPPE

project manager

Project
Project budget management
Creating a financial document

ACT_CREER_PIECE_FINANCIERE

No

Create financial documents

Director
Budget management
Creating a budget version

ACT_CREER_VERSION_BUDGET

No

Creates a new budget version or duplicates an existing one Create a budget plan

Director
Budget management
Import budget request

ACT_EXECUTE_IMPORT_REQUEST_BUDGET

No

Project
Budget management
Modifying a budget

ACT_MODIFY_BUDGET

No

Allows you to modify a budget from the budget list

Director
Budget management
Modification of a financial document type

ACT_MODIFIER_TYPE_PIECE_FINANCIERE

No

Allows you to modify financial document types

Director
Envelope management
Modifying a budget envelope

ACT_MODIFY_ENVELOPE

No

Project
Project budget management
Modifying a financial document

ACT_MODIFY_FINANCIAL_PIECE

No

Allows you to modify a financial document Financial documentsFinancial documents

Director
Budget management
Modifying a budget version

ACT_MODIFIER_VERSION_BUDGET

No

Allows you to modify a budget plan and its associated version

Project
Project budget management
Modify all comments on a budget request

ACT_MODIFIER_COMMENT_REQUEST_BUDGET

Contributor

Project
Project budget management
Modification of the distribution method

ACT_MODIFIER_REPARTITION_MOD_BUDGET

No

Allows you to modify a budget distribution mode

Project
Project budget management
Changing the status of a financial document

ACT_MODIFIER_STATUT_PIECE_FINANCIERE

No

Change the status of a financial document Financial documentsFinancial documents

Director
Budget management
Purge financial documents

ACT_PURGER_PIECE_FINANCIERE

No

Allows you to delete all financial documents at once Financial documentsFinancial documents

Project
Project budget management
Entering budget requests

ACT_MODIFIER_MOD_BUDGET_REP_REQUEST

No

Project
Project budget management
Capturing thecommitted a budget

ACT_MODIFIER_MOD_BUDGET_REP_ENGAGE

No

Project
Project budget management
Capturing budgetestimated

ACT_MODIFIER_MOD_BUDGET_REP_ESTIMATE

No

Project
Project budget management
Entering a budget target

ACT_MODIFIER_MOD_BUDGET_REP_TARGET

No

Project
Project budget management
Enter the Invoiced of a budget

ACT_MODIFIER_MOD_BUDGET_REP_MANDATE

No

Project
Project budget management
Enter budget planned

ACT_MODIFIER_MOD_BUDGET_REP_PLANNING

No

Project
Project budget management
Enter the distributed planned of a budget

ACT_MODIFIER_MOD_BUDGET_REP_PLAN_REPARTI

No

Project
Project budget management
Enter budget forecast total 1

ACT_MODIFIER_MOD_BUDGET_REP_PREVISIONNEL_1

No

Project
Project budget management
Enter budget forecast total 2

ACT_MODIFIER_MOD_BUDGET_REP_PREVISIONNEL_2

No

Project
Project budget management
Enter forecast total budget forecast total 3

ACT_MODIFIER_MOD_BUDGET_REP_PREVISIONNEL_3

No

Project
Project budget management
Enter the forecast total distributed forecast total 1 of a budget

ACT_MODIFIER_MOD_BUDGET_REP_PREVISIONNEL_REPARTI_1

No

Project
Project budget management
Enter the forecast total distributed forecast total 2 of a budget

ACT_MODIFIER_MOD_BUDGET_REP_PREVISIONNEL_REPARTI_2

No

Project
Project budget management
Enter the forecast total distributed forecast total 3 of a budget

ACT_MODIFIER_MOD_BUDGET_REP_PREVISIONNEL_REPARTI_3

No

Project
Project budget management
Entering the completed budget

ACT_MODIFIER_MOD_BUDGET_REP_REALISE

No

Hierarchical
Project budget management
UP budget selection

ACT_SELECT_BUDGET_UP

No

Select budgets in reports (DatatalkDatatalk...) Select/display budgets within a project (see budgets not attached or attached to a certain hierarchical level).

Director
Budget management
Deleting a budget

ACT_SUPPRESS_BUDGET

No

Allows you to delete a budget from the list of budgets in theBudget theme .

Director
Budget management
Deleting a type of financial document

ACT_SUPPRIMER_TYPE_PIECE_FINANCIERE

No

Allows you to delete a type of financial document

Director
Envelope management
Deletion of a budget envelope

ACT_SUPPRESS_ENVELOPE

No

Project
Project budget management
Deleting a financial document

ACT_SUPPRIMER_PIECE_FINANCIERE

No

To delete a financial document Financial documentsFinancial documents

Director
Budget management
Deleting a budget version

ACT_SUPPRESS_BUDGET_VERSION

No

Allows you to delete a budget plan and its associated version Budget plansBudget plans

Project
Project budget management
Deleting assignments in thebudget theme

ACT_SUPPRESS_ALLOCATION_MOD_BUDGET

No

Allows you to withdraw a budget already allocated to a project SummarySummary

Project
Project budget management
Deleting a comment from a budget request

ACT_SUPPRESS_COMMENT_REQUEST_BUDGET

Contributor

Director
Budget management
Synchronize budgets

ACT_EXECUTE_SYNCHROBUDGET

No

Accesses the import screen for certain types of imports BudgetsBudgets

Director
Envelope management
Synchronize envelopes

ACT_EXECUTE_SYNCHROENVELOPE

No

Enables budget envelopes to be imported into budget settings

Director
Budget management
Synchronize financial documents

ACT_EXECUTE_SYNCHROPIECE_FINANCIERE

No

Import financial documents (by type)

Hierarchical
Envelope management
Using a budget envelope

ACT_USE_ENVELOPE

No

Project
Project budget management
Validate budget requests

ACT_VALIDATE_BUDGET_REQUEST

No

Project
Project budget management
Verify the integrity of financial documents

ACT_VERIFY_FINANCIAL_PIECE_INTEGRITY

No

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