Screen-specific actions

This field is used to add a phase : with or without template ➡️ Creating and modifying a phase

This button validates the entry: it will no longer be possible to make modifications, either on this screen or on the Summary of the project Resources can no longer enter completed data for past periods. A confirmation window appears to confirm that the entry has been validated. Rights required : Validate the project

This button cancels the validation of the entry, to allow modifications to be made again, either on this screen or on the Summary of the project. A confirmation window appears, confirming the cancellation of the input validation. Rights required : Invalidate the project

This button is used to manage resource rates. The rate is initially entered in the resource profile. Profiles

Allows you to fold a table line: certain elements are not displayed (depending on the grouping selected)

Unfold a table row: display certain elements (depending on the grouping selected)

This button folds all lines: projects and phases 🚩 This button can be accessed from the header line of the resource evolution table, on the left.

This button unfolds all lines: projects and phases 🚩 This button can be accessed from the header line of the resource evolution table, on the left.

Displays other resource categories Categories that have not been assigned to the project or one of its phases

Allows you to assign a resource directly to a project or phase (resource list, filter criteria and search appear in a pane on the left of the screen. 🚩 This button is available for a project or phase (grouped by phase).

By clicking on this button, you can send an e-mail to assigned resources, informing them of their assignment to this phase . A window appears, offering confirmation or cancellation of the e-mail. 🚩 This button is available via the contextual menu of a project or phase (grouped by phase).

This button is used to remove the resource from the phase(not only for scheduling the remaining work), only possible if there is no completed registered for the resource. Rights required : Deleting assignments in the resource theme 🚩 This button is available via the contextual menu of a resource line.

This button takes you to the resource's activity entry screen. Activity entries 🚩 This button is available via a resource's contextual menu 🚩 Before the v6.4.3this action was only possible on non-generic resources Rights required : View all activity tracking 🚩 This button is available via the contextual menu of a resource line.

This button is used to consult a resource's file. Resources with its calendar 🚩 This button is available via a resource's contextual menu . Rights required : Consult resources 🚩 This button is available via the contextual menu of a resource line.

Instead of entering planned for a phase, this button lets you define planned for specific days. This button appears if the resource can enter activities. 🚩 This button is available via the contextual menu of a resource line.

This button is used to assign a target load from one resource to other resources. For example, if the target load is 25, it will not be possible to exceed this number (resource 1 = 15, resource 2 = 10). It is possible to select resources already present on the project or to choose one of the platform's resources. Rights required : UP resource selection 🚩 This button is available via the contextual menu of a resource line.

This button is used to allocate a planned load from one resource to other resources. For example, if the planned load is 25, it will not be possible to exceed this number (resource 1 = 15, resource 2 = 10). It is possible to select resources already present on the project or to choose one of the platform's resources. Rights required : UP resource selection 🚩 This button is available via the contextual menu of a resource line.

This button displays thehistory modifications to resource entries: date, user, action, object, property, value... Actions are sorted from the most recent date to the oldest. 🚩 This button is available via the contextual menu of a resource line.

This is one of the possible displays of resource evolution

This is one of the possible displays of resource evolution

This is one of the possible displays of resource evolution

This is one of the possible displays of resource evolution

This is one of the possible displays of resource evolution

This is one of the possible displays of resource evolution

This is one of the possible displays of resource evolution

This is one of the possible displays of resource evolution

This is one of the possible displays of resource evolution

This is one of the possible displays of resource evolution

This button inverts the axes on the graph: period / load, for example.

This button displays X-axis text rotated by 90°.

This button exports the information displayed on the screen to an .xls file. The selected category and the selected period are similar to those found in the export. The data will appear in the form of a table of values. The file name will be Graph_of_repartition_in_time_DATE.xls or Evolution_of_cumulus_over_time_DATE.xls and will be downloaded directly