This button validates the entry: it will no longer be possible to make changes to completed. The 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 a focus on a phase is performed, then this button will appear grayed out. Rights required : Validate the project

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

This button is used to recalculate scheduling. A window opens: simply select an eligible date from the calendar. This button only appears when remaining work has been entered for 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 smoothing date remaining work

Ce bouton permet d'affecter des ressources afin de pouvoir planifier leur cible et leur reste à faire. Un ajout de ressource peut l’ajouter à l’équipe projet (voir Setting). Cet ajout peut s’avérer impossible si le rôle a un niveau de licence qui dépasse la limite actuelle de la plateforme. Voir 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 at contextual menu .

Ce bouton permet d'exporter les données de synthèse des ressources : un fichier avec pour titre EXPORT-DATE.xlsx sera directement téléchargé. Ce fichier reprend les même données qu'à l'écran (mêmes représentations) 🚩 Ce bouton est disponible dans le menu contextuel de l'écran.

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

Ce bouton permet, à gauche de la ligne d'une phase, de plier les ressources affectées et de rendre impossible la modification des cases d'une ressource. 🚩 Un clic sur une ligne plie/déplie les affectations ressource

To the left of a phase line, this button unfolds the assigned resources and makes it possible to modify the boxes of a phase. 🚩 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 table: unfold project phases, or phase resources, for example.

Ce bouton permet de plier toutes les lignes : projets et phases 🚩 Ce bouton est accessible depuis la ligne d'en-tête de la synthèse des ressources, à gauche.

Ce bouton permet de déplier toutes les lignes : projets et phases 🚩 Ce bouton est accessible depuis la ligne d'en-tête de la synthèse des ressources, à gauche.

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

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

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

Allows you to modify a phase directly. 🚩 This button is available at contextual menu . 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 project/this phase A window appears, offering confirmation or cancellation of the e-mail. 🚩 This button is available on the project's / phase's contextual menu .

This button takes you to the resource's activity entry screen. Activity entries 🚩 This button is available at 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's file. Resources 🚩 This button is available at contextual menu . Rights required : Consult resources

Ce bouton permet de transférer de la charge (reste à faire) de la ressource vers une ou plusieurs autres ressources. Droit requis : Assigning a generic resource or Assigning a named resource 🚩 This button is available at contextual menu .

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

This button is used to assign a load target from one resource to other resources. For example, if the load target 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 the target of a resource

Instead of entering planned for a phase, this button allows you to define planned for specific days. This button appears if the resource can enter activities.

This button is used to remove the resource from phase/from the project (not only for scheduling from remaining work), only possible if there is no completed registered for the resource. Rights required : Delete assignments from theme resource 🚩 This button is available at contextual menu .

This button displays thehistory list of 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