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Produced by Virage Group

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

Projects

‣
Table of contents
  • List of projects
  • Searching and organizing the list
  • Creating and modifying a project
  • Advanced modifications
  • Creating a project
  • Creation using a template
  • Creation using an empty project
  • Creation from a project (copy)
  • Modifying a project
  • batch edit projects

List of projects

In this screen, you can create and modify projects, as well as perform other actions such as applying a template en masse.

By default, projects with a completed or archived status (or more precisely, a status with a completed metastatus) are not displayed. The list is filtered on active elements. Simply remove the filter criteria to see all projects.

La view List of projectsList of projects is available for this screen: you can display attributes, hierarchical attachments and so on. If you display historical attributes, they will be displayed with the value corresponding to the period the period selector.

Project list with filter and detailed view
Project list with filter and detailed view
🚦

Rights required :

  • Consultation of a project to which the user is assignedConsultation of a project to which the user is assigned
  • If no rights are set, then only projects for which the logged-in user is project manager are displayed.
💡

This screen can be accessed by clicking on the dashboard block titles Your directed projectsYour directed projects or Your imputation projectsYour imputation projects or Latest projects Latest projects 

🚩

Project hierarchies can be displayed in the list. There is no display limit, except for hierarchies with multiple attachments: a maximum of 3 can be displayed.

Project list in thumbnail format
Project list in thumbnail format

The following actions are possible on 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.

🚩
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.
‣
This list of projects can be filtered using several criteria:
  • ContainsContains
  • AttachmentsAttachments
  • WeatherWeather
  • themetheme
  • user role(s)user role(s)
  • With late milestonesWith late milestones
  • budget request versionbudget request version
  • status budget requeststatus budget request
  • Father projectFather project
  • Parent projectsParent projects
  • Start of smoothing of remaining workStart of smoothing of remaining work
  • project templateproject template
  • project managerproject manager
  • statusstatus
  • Start dateStart date
  • End dateEnd date

Then click on RegisterRegister to apply the filter and CloseClose to return to the list.

🚨

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

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.

Creating a static filter

This button creates a new private project filter. Projects selected before clicking on this button will be added to the filter: it will therefore be a static filter. A window appears: a WordingWording must be filled in for the filter to be created. List of private project filters : ProjectProject

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Creating and modifying a project

Add

Adds a new project. See Projects - Creating a projectProjects - Creating a project

Project sheet

This button downloads/opens the project summary sheet set by default (ProjectProject or summary sheetsummary sheet document).

🚦

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

Quick editing

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

🚩

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

🚦

Rights required : Project modificationProject modification

EditEdit

Allows you to modify a project. See Projects - Modifying a projectProjects - Modifying a project

Advanced modifications

Apply a template

This field is used to select the project template to be applied. ProjectProject

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Once the fields have been defined, click on RegisterRegister.

🚨

A confirmation message appears: changes cannot be undone.

Update smoothing start date

This button is used to enter a new start date for smoothing the remaining work . If a new date is entered, then projects already completed on this date are displayed as they are not rescheduled, while the overall remaining work of other projects is smoothed from the new date selected. If the end date of the project or phase is earlier than the selected date, then a new smoothing start date will be entered in the past.

🚦

Rights required : Update remaining work smoothing dateUpdate remaining work smoothing date

Modify en masse

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

See Projects - batch edit projectsProjects - batch edit projects

Mass deletionMass deletion

Use this button to delete one or more projects at a time. A confirmation window appears to confirm the deletion.

🚦

Project status must not be defined on the basis of In progress to be deleted

‣
Non-exhaustive list of error/information messages

You must disable the following items before deleting them: XXX ➡️ When deleting projects in bulk, this message appear: the status must be set to canceled, draft, framed, pending approval, in high demand, pending, declined, approved or finished and not on in progress

Projects without a smoothing start date have been ignored ➡️ This message when a date for scheduling of projects was entered for several projects, but at least one project did not have a start date for smoothing remaining work they are not scheduled). You cannot reschedule a project for which no resource has remaining work a phase.

Creating a project

There are five ways to create a project:

  • Projects - template creationProjects - template creation
  • Projects - Creating an empty projectProjects - Creating an empty project
  • Projects - Creating from a project (copy)Projects - Creating from a project (copy)
  • Import MS Project filesMS Project files
  • Import via spreadsheet file ProjectsProjects
project creation choice form
project creation choice form
🚦

Rights required :

  • Project creationProject creation
  • Creating a project using a templateCreating a project using a template
  • Creating a project from a project (copy)Creating a project from a project (copy)
  • Using templates in projectsUsing templates in projects

Here are the possible actions:

Cancel creation

This button cancels the current project creation and returns to the project list.

Create and save

This button creates the new project with the information entered.

Here are the fields found in this screen:

‣
Creation modeCreation mode

Choose between:

  • Using a template Projects - template creationProjects - template creation
  • Empty project Projects - Creating an empty projectProjects - Creating an empty project
  • From a project (copy) Projects - Creating from a project (copy)Projects - Creating from a project (copy)
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Choice of templateChoice of template

The templates created on the platform are displayed here ProjectProject

🚩

This field appears if the creation mode has been set to Using a template

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Search for a projectSearch for a project

You can find one of the platform's projects and create an exact copy of it.

💡

The projects listed here are only those with astatus in progress

🚩

This field appears if the creation mode has been set to From a project (copy)

Creation using a template

template creation saves time, harmonizes projects and ensures that practices are applied throughout the organization

form properties of the project created via a project template
form properties of the project created via a project template
🚦

Rights required :

  • Creating a project using a templateCreating a project using a template
  • Using templates in projectsUsing templates in projects
🚩

Only hierarchies specified in the creation form are displayed.

Here are the possible actions:

Cancel creation

This button cancels the current project creation and returns to the project list.

Create and save

This button creates the new project with the information entered.

Here are the standard fields found on this screen:

‣
Start dateStart date

This is the date on which the project will begin

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End dateEnd date

This is the date by which the project is expected to be completed

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Creation dateCreation date

This is the date on which the project is considered to have been created.

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Project closing dateProject closing date

This is the date on which the project was completed.

💡

The project is closed at the start of period :

  • The project has a status of status completed"
  • Its end date is in the past
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WordingWording

This is the wording of the draft that will be used throughout the platform

‣
project managerproject manager

This field allows you to specify which user will be the project manager (with the associated permissions)

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statusstatus

This refers to status : a meta-status is associated with it

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CodeCode

Codes are generally entered in uppercase letters and with underscores _ It is important to enter them because they can be useful in case of errors or during import.

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DescriptionDescription

Enter additional information in this field to describe your project. This is what will appear in the tooltip.

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view project headerview project header

This is the view Project headerProject header which will be selected for the new project

‣
summary sheet documentsummary sheet document

This is the view summary sheetsummary sheet which will be selected for the new project.

💡

This field can be left blank if the summary sheet type is not document "web" (see SettingSetting)

Creation using an empty project

This creation mode allows you to start from scratch, with no pre-filled fields.

form properties of the project created using the empty project creation mode
form properties of the project created using the empty project creation mode
🚦

Rights required : Project creationProject creation

Here are the possible actions:

Cancel creation

This button cancels the current project creation and returns to the project list.

Create and save

This button creates the new project with the information entered.

Here are the standard fields found on this screen:

‣
WordingWording

This is the wording of the draft that will be used throughout the platform

‣
Start dateStart date

This is the date on which the project will begin

‣
End dateEnd date

This is the date by which the project is expected to be completed

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statusstatus

This refers to the status : astatus is associated with it.

Creation from a project (copy)

form properties of the project created using the empty project creation mode
form properties of the project created using the empty project creation mode
🚦

Rights required : Creating a project from a project (copy)Creating a project from a project (copy)

Here are the possible actions:

Cancel creation

This button cancels the current project creation and returns to the project list.

Create and save

This button creates the new project with the information entered.

Here are the standard fields found on this screen:

‣
WordingWording

This is the wording of the draft that will be used throughout the platform

‣
Start dateStart date

This is the start date of the project The date will be filled in automatically: it is the date of the copied project

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End dateEnd date

This is the date by which the project is expected to be completed The date will be filled in automatically: it is the same as the date of the copied project

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statusstatus

This refers to the status : astatus is associated with it.

The status field status filled in automatically: it will be the same as that of the copied project

Modifying a project

To modify a project, go to the various project tabs: Projects - Within a projectProjects - Within a project

batch edit projects

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

🚦

Rights required : Project modificationProject modification

The following actions are possible on this screen:

RegisterRegister

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

image
Project batch edit screen
Project batch edit screen

Here are the standard fields found on this screen:

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statusstatus

Choose between:

  • No change
  • Archived, In progress, In demand, or any other wording in the status list)
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project managerproject manager

Assigning a project manager bulk-modified projects This role automatically assigned to the user whose resource has been assigned as project manager

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Start dateStart date

Set a new start date for the bulk-edited project(s)

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End dateEnd date

Setting a new end date for the bulk-edited project(s)

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scheduling modescheduling mode

Choose between scheduling mode and scheduling mode.

See Schedule project resourcesSchedule project resources

‣
Type of summary sheetType of summary sheet

Choose between:

  • No change
  • Web
  • Document
‣
dashboard templatedashboard template

Choose between:

  • No change
  • the ProjectProject of those created on the platform, the selected one will be applied to the project(s) being bulk-edited
‣
Project headerProject header

Choose between:

  • No change
  • the view(s) Project headerProject header of those created on the platform, the selected one will be applied to the project(s) being bulk-edited
🚦

Rights required :

  • Viewing views in platform administrationViewing views in platform administration
‣
Father projectFather project

Allows you to select a project from the list of other projects that could be the parent of the selected project(s)

‣
status budget requeststatus budget request

Choose between:

  • No change
  • Draft
  • To be validated
  • Validated (or any other description in thePlan status list)
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AttachmentsAttachments

Choose between:

  • No change
  • Add attachments to selected items
  • Replace the links to the selected items
🚩

Projects can be linked to hierarchies if their structure link the object Project is defined on Optional or Mandatory. No access

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PlanningPlanning

Allows you to specify whether the theme active or not, or to leave this setting unchanged.

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BudgetBudget

Allows you to set whether the theme active or not, or to leave this setting unchanged. Allows you to validate the theme not, or to leave this setting unchanged.

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ResourceResource

Allows you to set whether the theme active or not, or to leave this setting unchanged. Allows you to validate the theme not, or to leave this setting unchanged.

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revenuerevenue

Allows you to set whether the theme active or not, or to leave this setting unchanged. Allows you to validate the theme not, or to leave this setting unchanged.

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riskrisk

Allows you to specify whether the theme active or not, or to leave this setting unchanged.

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tasktask

Allows you to specify whether the theme active or not, or to leave this setting unchanged.

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ExchangeExchange

Allows you to specify whether the theme active or not, or to leave this setting unchanged.

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Select an attributeSelect an attribute

This field allows you to select a attribute and change its value ProjectProject