Screen-specific actions

To the right of the project name, select one of the project phases to view/modify it directly.

Directly executes the summary sheet defined by default

Allows you to select a summary sheet from the list of summary sheet 🚩 This button can be accessed via the contextual menu in the project area (project header). Rights required : Viewing views in platform administration

Select a summary sheet from the list of summary sheets Project 🚩 This button can be accessed via the contextual menu in the project area (project header). Rights required : Consult Web summary sheets Using views in the view selector Using a Web summary sheet in a selector

This button allows you to return to the project list and filter only on the selected project. This will be the only project displayed in the list. 🚩 This button can be accessed via the contextual menu in the project area (project header).

This button is used to create another project from the selected one, or to save the selected project as a project template . Project Rights required : Creating a project from a project (copy) 🚩 This button can be accessed via the contextual menu in the project area (project header).

Rights required : Launch snapshots from indicator evaluation Editing snapshots Using a snapshot 🚩 This button can be accessed via the contextual menu in the project area (project header).

Rights required : Launch snapshots from indicator evaluation Editing snapshots Using a snapshot 🚩 This button can be accessed via the contextual menu in the project area (project header).

This button exports the project in .xml format. It will be readable by Microsoft Project. It is also possible to import projects in the same format. MS Project files Rights required : Exporting projects to MSP 🚩 This button can be accessed via the contextual menu in the project area (project header).

Deletes the project. 🚦 For a project to be deleted, its status must be : Pending validation, Validated, Refused, On hold, Draft, Cancelled, Framed or Completed. Rights required : Deleting a project 🚩 This button can be accessed via the contextual menu in the project area (project header).

This button displays thehistory modifications to an object: date, user, action, object, property, value... Actions are sorted from the most recent to the oldest date. 🚩 This button can be accessed via the contextual menu in the project area (project header).

Rights required : Verify the integrity of budgets and indicators 🚩 This button can be accessed via the contextual menu in the project area (project header).

🚩 This button can be accessed via the contextual menu in the project area (project header).

🚩 This button can be accessed via the contextual menu in the project area (project header). Rights required : Configure technical application parameters

Sometimes, when a financial document is created, the amount may not be entered in the Summary budget) of the project. Integrity must therefore be checked and corrected. This action can also be carried out in the platform configuration 🚩 This button can be accessed via the contextual menu in the project area (project header).

Sometimes, when a financial document is created, the amount may not be entered in the Summary budget) of the project. Integrity must therefore be checked and corrected. This action can also be carried out in the platform configuration 🚩 This button can be accessed via the contextual menu in the project area (project header).