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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
  • Searching and organizing the list
  • Creation and modification
  • Data processing
  • phase modification
  • batch edit phases

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

image

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:
  • ContainsContains (phase)
  • managermanager (phase)
  • Effective startEffective start (phase)
  • Effective endEffective end (phase)
  • ChildrenChildren (phase)
  • Earmarked resourcesEarmarked resources (phase)
  • StatusStatus (phase)
  • TypeType (phase)
  • ContainsContains (project)
  • AttachmentsAttachments (project)
  • WeatherWeather (project)
  • themetheme (project)
  • user role(s)user role(s) (project)
  • With late milestonesWith late milestones (project)
  • Father projectFather project (project)
  • Parent projectsParent projects (project)
  • Start of smoothing of remaining workStart of smoothing of remaining work (project)
  • project templateproject template (project)
  • project managerproject manager (project)
  • statusstatus (project)
  • Start dateStart date (project)
  • End dateEnd date (project)
  • view summary sheetview summary sheet (project)

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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image
🚦

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

This is the phase code

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WordingWording

This is the wording of the phase

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Parent PhaseParent Phase

It is possible to define another phase or project as the parent of the selected phase .

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TypeType

This field is used to define the phase type

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You must define a phase type in order to create a project

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managermanager

It is possible to define a user as phase manager .

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statusstatus

phase status can be changed here

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MessageMessage

This field is used to add a message to phase

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summary sheetsummary sheet

Selection from the list of Phase / milestonePhase / milestone or summary sheet phase / milestonesummary sheet phase / milestone This is the summary sheet that will be launched by default when you click on phase sheet.

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Rights required :

  • Viewing views in platform administrationViewing views in platform administration
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CalendarCalendar

This field is used to define which calendar will be associated with the phase. CalendarsCalendars

🚩

The calendars that can be selected here are the calendars that apply to a phase

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Dates synchronized with children's datesDates synchronized with children's dates

This field allows you to choose whether or not to synchronize the dates of the phase the dates of its child phases

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Start targetStart target

This is the target start date of the phase : the desired start date of the phase The target durationtarget duration of the phase is automatically calculated using this date.

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Fin targetFin target

This is the target end date of the phase : the desired end date of the phase The target durationtarget duration of the phase is automatically calculated using this date.

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target durationtarget duration

The estimated duration of the phase is automatically calculated on the basis of the start date. Start targetStart target and the date of Fin targetFin target

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estimated startestimated start

This is the estimated start date of the phase . The Estimated durationEstimated duration of the phase is automatically calculated using this date.

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estimated endestimated end

This is the estimated end date of the phase . The Estimated durationEstimated duration of the phase is automatically calculated using this date.

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Estimated durationEstimated duration

The estimated duration of the phase is automatically calculated on the basis of the start date. estimated startestimated start and the date of estimated endestimated end

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Predecessor(s)Predecessor(s)

Declaring dependencies between schedule objects. The selected item (another phase) will occur before the phase .

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DelayDelay

The delay specifies the number of days before thewarning is triggered

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Attachment(s)Attachment(s)

Add one or more documents

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.

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Rights required : Modifying a schedule objectModifying a schedule object

Here are the fields found in this screen:

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managermanager

Defining a manager the bulk-modified phase(s)

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TypeType

Choose between:

  • No change
  • design
  • production
  • or any other type of phase on the platform
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statusstatus

Choose between:

  • No change
  • to begin
  • in progress
  • or any other phase status phase on the platform
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CalendarCalendar

Allows you to create a new calendar or No change The calendars displayed are the ones with the checkbox Phase checked. CalendarsCalendars

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estimated endestimated end

Set a new estimated end date for the phase(s) modified in bulk, or No change

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Type of summary sheetType of summary sheet

Choose between:

  • No change
  • Web
  • Document
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summary sheetsummary sheet

Selecting the summary sheet forphasemilestone with the bulk-edited phases. If the type is "web": Phase / milestonePhase / milestone If the type is document summary sheet phase / milestonesummary sheet phase / milestone

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Rights required :

  • Viewing views in platform administrationViewing views in platform administration
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Insert template attributesInsert template attributes

Allows you to insert the attributes of amilestone template milestone phases that have been bulk-edited or No change.