We can have a filter All projects or a filter that works with criteria.
This button makes it easy to find the items you're looking for. You can use an already saved filter (private or public) or specify specific filter criteria.
Click on Register to apply the filter and
Close to return to the list
This screen displays the reviews created in the Slide show
This review is based on the slideshow template created and associated with the portfolio. Slideshow templates
You can view the slideshow in draft mode, or create and start the review.
In the magazine, you can view the dashboard for each project (defined in the slideshow template), access the project with a single click, and view its project file. You can navigate project by project using the blue arrows, a menu and a quick search.
You can add comments for each project at the bottom of the screen.
This button allows you to join a review that has already been created.
It is still possible to join the review, even if it has been completed and a portfolio review report has been created.
Slideshow - Viewing a portfolio review
Allows you to delete a review that has already been created, along with its report.
Rights required : Deleting a portfolio review
Creating a portfolio review
Join a magazine
Here are the fields found in this screen:
Rights required : portfolio review consultation
This button allows you to join a review that has already been created.
It is still possible to join the review, even if it has been completed and a portfolio review report has been created.
Slideshow - Viewing a portfolio review
This feature is useful for applying your modifications while continuing to change information on the same page. This button is available when you are modifying an element that has already been created.
Validates your changes. This may redirect you to the previous page on some screens.
Displays the list of changes made to this journal by all users.
Stocks are sorted from the most recent to the oldest date.
Allows you to delete a review that has already been created, along with its report.
Rights required : Deleting a portfolio review
Report on a portfolio review
When the review is complete, you can create a report of the meeting.
The minutes summarize all the exchanges that took place on each project during the portfolio review.
Rights required :
Here are the fields found in this screen:
General actions
This feature is useful for applying your modifications while continuing to change information on the same page. This button is available when you are modifying an element that has already been created.
Validates your changes. This may redirect you to the previous page on some screens.
Displays the list of changes made to this journal by all users.
Stocks are sorted from the most recent to the oldest date.
Allows you to delete a previously created exchange .
This button appears in the contextual menu an exchange
Right required : Delete an exchange
Allows theexchange to be e-mailed to contacts.
This button appears in the contextual menu an exchange
Here are the fields found in this screen:
Adding information
This button selects anexchange template exchange and insert the attributes added in the template into theexchange.
This button appears in the
contextual menu exchange.
This button is used to add a field (if not already added):
It will also be possible to deselect fields to remove them from theexchange.
This button is used to add a field (if not already added):
It will also be possible to deselect fields in order to delete them.
This button allows you to add the field (if not already added):
It will also be possible to deselect fields to remove them fromexchange.
Display
This button folds all lines: attributes in theexchange
This button allows you to expand all lines: attributes inexchange.
Attachments
This action concerns the Attachment(s)
You can add a document to this attachment. For example, if the attachment is labelledDocument 123", you can upload a file entitled
.pdf, .html, .docx, .png, .bmp, .gif, .xls, .xlsx, .txt...
This action concerns the Attachment(s)
This button allows you to add a new line to the list of attachments, and therefore add a new file.
A maximum size is imposed for security reasons: 10MB for each document added. Error Message displayed: The file "XXX.xxx" (x GB) exceeds the maximum size allowed (10.00 MB) DD/MM/YY HH:MM. This is a server configuration setting, default: 10MB.
This action concerns the Attachment(s)
This button allows you to change information about an attachment that has already been added.
This window will then appear:
This action concerns the Attachment(s)
This button allows you to instantly delete the attachment.