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Project Monitor v7.7 Knowledge Center
Project Monitor v7.7 Knowledge Center
/Projects
Projects
/Phases
Phases
Phases

Phases

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Table of contents

List of phases

This screen lists the phases already created on the platform. Phases are attached to a project. For this reason, it is not possible to create phases via this screen, so you must turn to the theme PlanningPlanning in the project area.

Screen listing the platform's phases
Screen listing the platform's phases
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Rights required :

  • Consultation of a project to which the user is assignedConsultation of a project to which the user is assigned
  • Consultation of a schedule objectConsultation of a schedule object
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This screen can be accessed by clicking on the dashboard block title Your phasesYour phases. The filter criterion managermanager will nevertheless be applied automatically, with the logged-in user selected.

La view List of phasesList of phases is available for this screen.

Searching and organizing the list

FilterFilter

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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.

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Once selected, a filter remains active until deselected by the user. When logged out, if a filter was active at logout, it will still be active the next time the user logs in.

SortSort

This button is used to sort :

  • in ascending order on first click (down arrow)
  • in descending order on second click (arrow up) A third click on this button removes the sorting.

Sorting is performed on the header of a list in the application: list of views, users, projects, etc.

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This list of phases can be filtered using several criteria:

Click on RegisterRegister to apply the filter and CloseClose to return to the list.

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Please note that project filters and filter criteria appliedaction the FilterFilter are cumulative.

Creation and modification

Quick editing

It is possible to modify List, Chain, Digital, Boolean or Date without leaving the phase list screen. Quick editing can only be performed on one phase at a time.

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This button is available to the right of a phase line.

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Rights required : Modifying a schedule objectModifying a schedule object or Modifying your schedule objectsModifying your schedule objects

Modify en masse

This button allows you to modify multiple items of information with a single click.

See Phases - batch editPhases - batch edit

EditEdit

Used to modify a phase. See Phases - Modifying a phasePhases - Modifying a phase

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Rights required : Modifying a schedule objectModifying a schedule object

Data processing

summary sheet

This button downloads/opens the default milestone summary sheet summary sheet Phase / milestonePhase / milestone web or summary sheet phase / milestonesummary sheet phase / milestone document)

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Right required : Viewing views in platform administrationViewing views in platform administration

Add to your calendar

This button is used to download a file .ics and open it via your mailbox or calendar. The information included is :

  • WordingWording phase
  • WordingWording the project
  • TypeType phase
  • date of estimated startestimated start phase
  • date of estimated endestimated end phase
  • URL link to phase

This button is available via a phase's contextual menu .

phase modification

Click on the phase label to access it directly. The Edit will then allow you to make modifications to the elements of the phase.

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Rights required :

  • Consultation of a project to which the user is assignedConsultation of a project to which the user is assigned
  • Consultation of a schedule objectConsultation of a schedule object
  • Modifying a schedule objectModifying a schedule object or Modifying your schedule objectsModifying your schedule objects
  • Modification of schedule object datesModification of schedule object dates

Here are the fields found in this screen:

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CodeCode
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WordingWording
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Parent PhaseParent Phase
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TypeType
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managermanager
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statusstatus
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MessageMessage
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summary sheetsummary sheet
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CalendarCalendar
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Dates synchronized with children's datesDates synchronized with children's dates
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Start targetStart target
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Fin targetFin target
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target durationtarget duration
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estimated startestimated start
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estimated endestimated end
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Estimated durationEstimated duration
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Predecessor(s)Predecessor(s)
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DelayDelay
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Attachment(s)Attachment(s)

The following actions are possible on this screen:

RegisterRegister

Validates your changes. This may redirect you to the previous page on some screens.

Add

Adds a dependency with another phase or milestone

DeleteDelete

Removes a dependency on another phase or milestone.

Delete all

Removes all phase dependencies on another phase or milestone

batch edit phases

By selecting several phases in the phase list, you can modify certain fields to save time.

batch edit phase screen
batch edit phase screen

The following actions are possible on this screen:

RegisterRegister

Validates your changes. This may redirect you to the previous page on some screens.

🚦

Rights required : Modifying a schedule objectModifying a schedule object

Here are the fields found in this screen:

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managermanager
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TypeType
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statusstatus
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CalendarCalendar
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estimated endestimated end
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Type of summary sheetType of summary sheet
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summary sheetsummary sheet
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Insert template attributesInsert template attributes
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Produced by Virage Group