This button validates the entry: it will no longer be possible to make changes to the completed. scheduling can still be modified. Resources will no longer be able to enter completed as long as the lock is activated. A confirmation window appears to confirm that the entry has been validated. 💡 If the focus is on a phase , this button will be grayed out. Rights required : Validate the project

This button is used to cancel the validation of the entry, so that modifications can again be made to the completed form. A confirmation window appears to confirm the cancellation of the input validation. Rights required : Invalidate the project

This button recalculates the scheduling. A window opens: simply select an eligible date from the calendar. This button only appears when remaining work has been entered on the project. The date is grayed out if it turns out to be unselectable: either before the project start date, or after the project end date. Rights required : Update remaining work smoothing date

This button is used to assign resources in order to schedule their target and remaining work. Adding a resource can add it to the project team (see Setting). This may not be possible if the role has a license level that exceeds the platform's current limit. See License management Rights required : Assigning a generic resource Assigning a named resource

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

This button displays comments added to the timesheet of assigned resources. 🚩 This button is available in the contextual menu of the screen.

This button is used to export resource summary data: a file with the title EXPORT-DATE.xlsx will be downloaded directly. This file contains the same data as on the screen (same representations). 🚩 This button is available in the contextual menu of the screen.

Reports can be run from this screen: - Financial summary - Review of resource availability (one report per resource category ) 🚩 This button is available in the contextual menu of the screen. Rights required : View reports in the project area

To the left of a phase line, this button folds the resource assignments, making it impossible to modify the resource boxes. 🚩 Clicking on a line folds/unfolds the resource assignments.

To the left of a phase line, this button unfolds the assigned resources, enabling you to modify the phase boxes. 🚩 Clicking on a line folds/unfolds the resource assignments.

Allows you to fold a level on the board: fold project phases, or fold phase resources, for example.

Unfold a level on the board: unfold project phases, or phase resources, for example.

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

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

This button is used to group the various elements of the table : - by phase - by type - by resource - by profile

This button is used to enter values for fields: representations remaining work, target, etc. Rights required : Enter a resource target

This button lets you assign resources more quickly than with the Assign. It can be accessed by hovering over a phase line. Resource filters are not displayed, but a search is possible. Select resources, then click on Cancel or Register Resource availability is shown in brackets.

Used to modify a phase directly. 🚩 This button is available via the contextual menu of a phase Rights required : Modifying a schedule object

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 in the contextual menu of the phase.

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 used to consult a resource file. Resources 🚩 This button is available via a resource's contextual menu . Rights required : Consult resources

This button is used to transfer loadremaining work) from the resource to one or more other resources. Required rights : Assigning a generic resource or Assigning a named resource 🚩 This button is available via a resource's contextual menu .

This button allows you to refuse validation of an entry sheet, particularly by a project manager, directly via a project phase and for a specific resource. The activity entry sheet will no longer appear in status Submitted but status Draftit will have to be corrected and resubmitted. 🚩This button is available on a break line if the project is not validated ( completed can no longer be modified/rejected) and if the activity entry sheets where one of these phases appears are in Submitted status . If the activity entry sheets are in status Draft or Validatedbutton will not appear Rights required : Enter, refuse completed resource

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, Enter a resource target

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 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 a resource's contextual menu .

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 a resource's contextual menu .