Allows you to fold a level: fold the milestones of a subphase so that they no longer appear on the screen, fold sub-phases, fold phases, and so on. When folding is no longer possible, only the project remains displayed.

Unfold a level: Unfold the milestones of a subphase so that they appear on the screen again, unfold sub-phases, unfold phases, etc. When it is no longer possible to unfold, all schedule objects are displayed on screen.

This button is used to shift a schedule object, making it a child of a previous schedule object. Rights required : Modification of schedule object dates

This button is used to shift a schedule object so that it is no longer a child of a previous schedule object. Rights required : Modification of schedule object dates

This button is used to copy selected schedule objects (including child objects). Rights required : Modification of schedule object dates

This button is used to delete selected objects from the schedule. Rights required : Modification of schedule object dates

Allows you to display the Gantt in simple or complete form: - Simple display: label, estimated start and end dates, status of phases/milestones - Full display: manager phase /milestone, type, dates synchronized with schedule objects, and attachments

Cancels the last modification made to the project schedule Rights required : Modification of schedule object dates

Redo the last cancelled modification made to the project schedule Rights required : Modification of schedule object dates

This critical path will indicate the phases/milestones that jeopardize the project completion date: they will be circled in red. If the project is postponed accordingly, these elements will no longer be highlighted.

When a schedule object has been shifted, this button shows the adjustment of the dependent phases/milestones. If automatic scheduling is activated on a project by a user, if the user disconnects or makes changes to the project, automatic scheduling will still be activated when the user returns. Conversely, if it is not activated for a user on a project, it will not be activated until the button is clicked. Rights required : Use the scheduling automatic

This button displays the initially planned schedule objects in gray (target) and the estimated schedule objects in color (updated since the target schedule was planned).

This button switches the display from the estimated schedule to the target schedule.

The legend displays the colors according to theattribute (color) selected. For example, if the selected colors correspond to the status of the objects in the schedule, the legend will show : Getting started, In progress, Completed... Phases in progress will therefore appear in yellow, but this may change if the schedule no longer shows the status but the type of phase. List attributes with the Quick search criteria checkboxes appear in the schedule display options

Allows you to define the colors of planning objects according to attribute : type, health, status...

Clicking on this button adjusts the schedule elements on the screen according to the dates. All elements appear without having to navigate from one end of the screen to the other. gantt chart

This button enlarges the display of planning objects

This button gives you an overview of view planning objects, as they will be displayed in a smaller format.

Displays the schedule in full screen mode (always in a browser tab)

Displays the schedule normally in, rather than full-screen. 🚩 This button appears when full screen has already been activated 🚩 This button appears at contextual menu on theme Planning

This button is used to save as targets all the dates of schedule objects considered as estimated. Rights required : Modifying a schedule object Save the schedule estimated as target 🚩 This button appears at contextual menu on theme Planning

This button updates the schedule with the correct dates: the dates of the project or schedule objects may have been modified via other screens. If phases have children/parents, it may be useful to synchronize the dates. This button therefore takes the earliest start date and the most recent end date of the child phases. Rights required : Modifying a schedule object 🚩 This button appears at contextual menu on theme Planning

This button is used to shift schedule items (estimated or target): simply select a date from the calendar. Rights required : Modifying a schedule object 🚩 This button appears at contextual menu on theme Planning

This button allows you to view certain reports, including the following: - timeline - gantt chart Rights required : View reports in the project area 🚩 This button appears at contextual menu on theme Planning

Required: add-on activated 🚩 This button appears at contextual menu on theme Planning

Choice between Normal and High. With high density, more planning lines will appear in the list (without changing page). Lines will be thinner than with normal density. 🚩 This button appears at contextual menu on theme Planning

This button is used to export the gantt chart project as an .xlsx file. The on-screen display of the schedule will be identical to that in the downloaded file. Example: EXPORT-DATE.xlsx 🚩 This button appears at contextual menu on theme Planning

This button exports the gantt chart project as a .csv file. The on-screen display of the schedule will be identical to that in the downloaded file. Example: EXPORT-DATE.csv 🚩 This button appears at contextual menu on theme Planning

This button exports the gantt chart project as a .pdf file. The on-screen display of the schedule will be identical to that in the downloaded file. Example: EXPORT-GANTT-DATE.pdf 🚩 This button appears at contextual menu on theme Planning

This button exports the gantt chart project as a .png file. The on-screen display of the schedule will be identical to that in the downloaded file. Example: EXPORT-GANTT-DATE.png 🚩 This button appears at contextual menu on theme Planning

Use this button to visit phase or milestone. Rights required : Consultation of a schedule object 🚩 This button appears on contextual menu of a phase or a milestone

This button allows you to modify a phase or modify a milestone Rights required : Modifying a schedule object 🚩 This button appears on contextual menu of a phase or a milestone

🚩 This button appears on contextual menu of a phase or a milestone This button is used to insert new elements to a phase or a milestone. It is possible to add a milestone, a phase, a typical schedule from a template project. Milestones and phases can be added with or without templates. Phase milestone By inserting it in a phase or in a milestone, the estimated end date will be the same as that of the phase or of the milestone parent(s). 🚩 The date may be red: it will not be possible to save without changing the end date estimated. If certain dates are grayed out, then a calendar has been defined on template of milestone, restricting the possible dates to selection. Rights required : Modifying a schedule object Use of templates in phases / milestones Si vous cliquez sur ce bouton sur la phase du projet (phase mère), l’utilisateur doit aussi avoir le droit Using templates in projects • Soit dans un rôle hiérarchique afin de permettre à l'utilisateur d'insérer seulement des gabarits rattachés à la même hiérarchie • Soit dans un rôle général afin de permettre à l'utilisateur d'insérer n'importe quel gabarit de projet

This button is used to add tasks and exchanges to phase or milestone. It is possible to insert one of the task or one of the exchangeor to insert a task or a exchange without any template It is also possible to add an attachment to the phase/to the milestone selected. Rights required : Add a task or Add a exchange Use of templates in phases / milestones 🚩 This button appears on contextual menu of a phase or a milestone

This button is used to view tasks or exchanges linked to the selected phase or milestone . The user is redirected to the task list. Tasks filtered by phase or milestone , or the exchange list Exchanges of the project, filtered on the phase or milestone in question. Rights required : View and modify your tasks (sender, assigned, participant) or View all project tasks or Consult a exchange 🚩 This button appears on contextual menu of a phase or a milestone

This button is used to launch a summary sheet document for phase or milestone. The list of summary sheet phase / milestone (document) is displayed Rights required : Viewing views in platform administration 🚩 This button appears on contextual menu of a phase or a milestone

Ce bouton permet de lancer une fiche de synthèse web pour la phase ou le jalon. La liste des fiches de synthèse Phase / Jalon web est affichée 🚩 This button appears on contextual menu of a phase or a milestone

This button duplicates a schedule object (phase or milestone) and uses the same information. Rights required : Creating a schedule object 🚩 This button appears on contextual menu of a phase or a milestone

Use this button to delete a specific phase or milestone . Rights required : Deleting an object from the schedule 🚩 This button appears on contextual menu of a phase or a milestone

By hovering over an object in the schedule, you can modify its fields directly. Rights required : Modification of schedule object dates or Modifying a schedule object

If this padlock is displayed, then the parent/daughter phases do not have their dates linked.

If this padlock is displayed, then the start and end dates of the phases are linked: parent/daughter phases. When the parent phase changes from a meta-status (e.g. "in progress") to a meta-status "completed", then a pop-up is displayed, and the daughter phases of this phase can also change to the completed meta-status by clicking on OK. If you click on Cancel, only the parent phase goes to meta-status "completed". If the parent phase switches back to status "in progress", the daughter phases retain their status "completed" status.