The administrator of your platform can reset the password for you.

The cause of this situation will also need to be investigated.

The cause may be related to:

• The email associated with the username
• the URL of the email sent

This information appears in the lower-right or lower-left corner of all screens on Project Monitor.

The "attribute "attribute field may not be editable for several reasons:

• attribute of a attribute is not met.
• attribute validated.
• The form submitted.
• attribute set to restricted editing: you do not have permission to editattribute.

✅ Solutions:

Theattribute conditionattribute modified, allowing you to enterattribute .

Each status is associated with status "status" that defines the project's behavior:

• whether or not to display on certain screens in the project,
• archiving guidelines in the event of project closure,
• the behavior when the status is controlled by a workflow,
• a weighting factor for calculating a project's earned value…

Anstatus on an object indicates that the project is, by default, unusable and cannot be found.

status

status allows you to define the stage associated with it in the project lifecycle. They will be given labels such as In progress, Validated, Archived, etc., in order to be recognized by users and reflect business meaning.

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Please note that a status have several meta-statuses, so care must be taken to ensure that the settings are consistent.

Meta-statuses ⬇️

Assets The project is displayed in the quick search Search The project can appear in the activity entry (if the other conditions are met). Activity entries All data can be entered in the report Draft Meta status only for workflows Workflows Pending validation Project status cannot be changed manually, only by workflow. Workflows Framed Meta status used only when integrating with an external application: project characteristics will be locked. On hold Meta status only for workflows Workflows Refused Meta status only for workflows Workflows Completed Project does not appear in activity entry Activity entries The project does not appear in the quick search field at top right Search All data can no longer be entered Project can be deleted Meta status triggers closure process Cancelled Meta status for workflow only Workflows

You can add dashboards to certain views, such as the project list or the project header, as well as to dashboard blocks.

Each cockpit differently depending on the theme .

If you're wondering how a user acquires a permission, you should check the roles they have (general, hierarchical, project roles), and then export the roles. Roles Using the generated file, you can search for a permission and determine which role(s) have that permission.

A user can have a dashboard and a dashboard .

1. If the user has a dashboard , it takes precedence over the others.
2. If the user does not have a dashboard and has a role with a dashboard , the role dashboard role displayed.
3. If the user does not have role a dashboard , the platform's dashboard is used.
4. If the user has multiple roles with different dashboards, the dashboard role first role alphabetical order will be displayed.

To access a template, the user must have the right Viewing project templates through the roles assigned to it.

A good practice is to associate the right with a role called "Template Viewing."

If the user has the role View templates" role in their general profile, they will see all templates.

If the user has the role View templates" role in a structure profile, they will see all templates associated with that structure.

For example, if the user has a role Template Viewing" role on the CIO, they will see the CIO templates, but not those attached to other departments or those that are not attached.

• Insert a template inserts the template items template the project.
• Apply a template keeps track template the template it came template . So if a template reapplied, the phases will not be duplicated but will be updated. If a new template applied, the project retains the phases/milestones from its previous template retrieves the phases/milestones from the new template.

If the button Delete is highlighted in the contextual menu of the project, then:

• Your project is still in a status asset and is therefore not in a status finished (status finished).
• The status is not configured correctly.
• A project with an active workflow cannot have astatus finished.
• You do not have permission to delete a project.
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Rights required : Deleting a project

Several actions are available from the project list:

• Sort the columns
• Filter projects using public or private filters and filter criteria
• Run the summary sheet the project
• Edit quickly set up a project
• Create a new project

There are several possible causes:

• The list is filtered (single filter criteria selected using the button Filter or saved project filters). Project filters and filter criteria applied viaaction Filter are cumulative
• By default, projects already created on the platform that have astatus from Completed. To view all projects, simply select "Ignored" in the filter criteria.
• You do not have permission to view certain projects.

The diagram works with a "targetdate and an "estimateddate:

• Target dates are dates initially planned for the project.
• The estimated dates are the dates updated parameter project parameter .

The difference between the target dates and the estimated dates gives us the drift.

If the project is linked to other projects (project settings), those links will appear first in the list of schedule items.

The spacing between objects is not consistent.

This line represents today's date.

At present, this is not possible directly. However, you may be able to:

• create external dependencies on the phases of your child projects, if this is useful in your organization,
• add a report gantt chart or timeline in the reports center or dashboard get an overview,
• Create a portfolio brings together all these projects if you want monitoring detailed monitoring of all of them.

It is also possible that other projects in the application use this phase milestone. Check to make sure that no resources or budget before deleting it. If any are budget , remove the relevant resources or budgets.

Currently, there are 7 automations available, and this list will grow with each new release. You can configure them on your platform, but you cannot create your own. If needed, a workflow Workflows can also be set up; please feel free to contact your manager or support if needed.

Automations are available to everyone! All you need is access permission to set them up.

Automation Insert a template allows you to add the following elements from template the project:

• Attachments
• Roles
• Themes
• Forms
• Attributes
• Planning
• Resources
• Reports
• Budgets
• Automations

Automation Apply a template allows you to add the following elements from template the project:

• Attachments
• Roles
• Themes
• Forms
• Attributes
• Planning
• Resources
• Reports
• Budgets
• Automations

Automation Apply a template replaces the following elements of template in the project:

• Logo
• summary sheet
• dashboard template
• Project header
• Workflow

Automation does not allow you to remove elements from the project based on the template . For example, if the theme is enabled and set in a project, when applying a template does not have the theme enabled, that theme will remain enabled in the project after the template is applied. If the project’s template is applied again, the information will not be duplicated.

Of course, all you have to do is go to a project: Setup - Automation tab and remove the desired automation.

You can apply (or reapply) the automations configured in the template all projects created from that template. Run an automation - Apply an automation to projects created from a template already template an automation

It is not yet possible to apply automation to projects on a large scale other than through project templates.

Of course, you can contact your manager (via Magenta (among others) or the implementation team at Project Monitor.

If there is a configuration error in the automation, it will be flagged when the automation runs within a project. For example, I want to insert a template my project when I validate my milestone on my schedule. When the automation runs, I realize that my template configured for insertion based on the message I receive: Error while running the automation: Unable to insert this template.

Two options:

• You do not have permission to access this: please contact your manager administrator.
• No view been configured in the portfolio settings portfolio see Setting

Two options:

• You are not authorized to post a comment: please contact your manager administrator.
• Noexchange typeexchange been configured in the slide show template: see Slideshow templates

If you have selected more than 300 projects, neither the gantt chart the plan will be displayed.

The data used for the simulation is independent of the “actual” project data.

This means you can run as many simulations as you like without any risk the projects. Conversely, you can update the scenario data with more recent project data.

Attributes such as status weather are updated dynamically.

A user will be able to log in to the application, but if they do not have any associated resources, they will not be able to enter their timesheet, be assigned as a resource to projects, etc.

We can say that a user is a connected person, and that a user can have an associated resource.

A resource corresponds to an entity (physical or otherwise) mobilized for a project.

It carries a load, i.e., a number of days required to complete an activity, or remaining work

Most often, the resource is associated with auser(connected person), but this is not mandatory.

You can create a generic resource such as project manager, which will not have an associated user since it may correspond to several people and therefore to several users/resources.

The resource can be named or generic.

In most cases, a resource is equivalent to a natural person (named resource).

The generic resource allows capacity according to a chosen axis (e.g., a skill, a team, a resource external to the organization).

The generic resource is used when it is impossible or unnecessary to identify a named resource (e.g., at the start of a project, the need for an expert is known but the name of the expert has not yet been identified).

The resource has a genre that allows for differentiation.

Resources can then be sorted, displayed, and filtered according to type. (Examples of resource types: internal/external, billable/non-billable.)

A generic resource allows you to schedule capacity according to a chosen axis (skills, team, external resource).

The generic resource is used when identifying a named resource is impossible or unnecessary.

At the start of a project, for example, when the need for an expert's intervention is known but the name of that expert has not yet been identified.

You can add an attribute the project's resource screens. It appears in the header of the resource data table.

1. Add a attribute (Administration > Field settings > Attributes > Project)
2. Fill in the requested information, and set the theme Resource.
3. Addattribute a project attribute group. Project
4. Add this attribute a form . Views > form
5. Add this form to the project if you haven't already done so Settings - Display tab
6. Enter a value for this attribute or use the default value.

Make sure you are assigned as a resource on the project. Adding a user to the project team is for permissions, not for assignments.

Each day, a load corresponding to one day or a specific number of hours is expected (the number of hours per day can be configured).

The timesheet list uses a color-coding system timesheet

• red: the timesheet the capacity
• green: the timesheet the capacity
• blue: the timesheet less than the capacity
• no color (gray): no timesheet

There are several possible reasons:

• They appear grayed out. This is due to a setting in the parameter structure parameter with the category relevant resources. parameter structures
• After a draft text, a lock icon may appear. This means that in the Summary, the entry has been validated. Until the lock is released, it will completed longer be possible to mark the entry as " completed for the resource, regardless of the status .
• You cannot access their entries because you do not have the necessary permissions.

• The start date for smoothing the remaining work is set to today's date.
• The remaining work is smoothed over the duration of the phase:
• from the start of the phase to its completion,
• or between the scheduling date scheduling the end of phase, if the scheduling date scheduling after the start of the phase,
• excluding days that include completed remaining work in the manual, and excluding the resource's non-working days Resources - Calendar tab.
• availability is visible from the scheduling date until the end of the phase. Thus, depending on the project's priorities and the availability , the project manager manually adjust their assignments by modifying the planned values.

A font style is applied to each entered cell; these correspond to:

• default: scheduling or smoothed remaining work (editable)
• bold: scheduling or remaining work manual remaining work (editable)
• italics : what has been completed, what has been entered in Activity entries (cannot be edited)

If data for your project or resource is entered automatically, you can enter additional data manually; it will appear in bold in the table.

When manually entering 1 for a given day, the automatic entries for remaining work RAFDL) for other assignments on that day are set to 0.

When manually entering 0 over the course of a day, so the smoothed (automatic) remaining work cannot be added to it.

No data will be deleted: all remaining work entries remaining work scheduling mode will appear in scheduling mode. This will be interpreted as manually entered remaining work : the data appears in bold.

No data will be deleted: all entries for remaining work scheduling mode will appear in scheduling mode. Manual remaining work appears in bold, and smoothed remaining work (automatically smoothed according to the period) appears without any special formatting.

Depending on the calendar settings (EN-US), the first day of the week may vary. For example:

• in week view, when hovering over a week, the day displayed is Sunday,
• in daytime display, weeks begin on Sunday
• in week view, only Sunday can be selected as start date and Saturday as end date

• To prepare a budget or more upcoming fiscal years, or to update it during the fiscal year, you can manage budget plans.
• You can create multiple budget plans.
• You can create multiple versions of a plan .
• A plan applies category a budget category .

• The budget request the project manager submit funding requests for their project.
• The budget request you to enter three budget scenarios: low, medium, and high.
• Only one hypothesis can be validated.
• A budget request a version of a plan .

• A envelope to define the total amount of funds allocated to finance projects.
• A envelope to compare the allocated amount with the amount spent and planned.
• An envelope associated with a perimeter.
• A project may use funds budget a envelope falls within the scope ofenvelope.

Financial documents are used to detail the content of entries on a budget line.

Depending on its type, a financial document feeds one of the following representation :

• The target
• Theestimated
• The completed
• committed for public budgets)
• Le Invoiced for public budgets)
• forecast total 1
• forecast total 2
• forecast total 3 parts

Financial documents can be imported from third-party software or created manually within the application.

Depending on its status, a financial document may be locked by a user, making it uneditable thereafter.

In a budget , we will track:

• committed A commitmentrefers to the decision to initiate spending using appropriated funds.
• The Invoiced A payment order, on the other hand, is the administrative act by which a person instructs the accountant to make a payment, providing them with a paymentorderthat includes all supporting documentation for the expense.

In a budget , you’ll track completed items, plannedThis is something each organization needs to decide for itself.

Once an analytical axis has been created, you need to log out and then log back in to the application to associate it with a budget.

You should also verify that the category line is active and linked to a category .

Yes, that's entirely possible; for example, there are blocks such as: Last exchanges created, Last modified exchanges, List of tasks…

To learn how to use your dashboard here: Using the dashboard

There are several possible reasons:

• You don't have permission to view all tasks.
• There is a filter applied to the task list (completed tasks, tasks not assigned to you, etc.). Click the "X" next to a filter criterion to view all tasks.
• The list is paginated: scroll to the bottom of the screen to view the rest of the tasks by switching pages.

There are several possible reasons:

• The document the maximum allowed size (500 MB by default)
• The file type is not accepted

Only the creator of the Datatalk record can modify its properties.

There are several possible reasons:

• You do not have the necessary permissions. Please contact your administrator.
• The theme enabled for your platform. Feel free to ask your administrator, and if you are an administrator, your Virage manager .

Availability review allows you to display, using a color code, the availability resources according to their assignments and according to a period.

Here are the colors displayed and what they correspond to in detail:

• Invalid availability

• Availability 100%

• Availability 90%

• Availability 80%

• Availability 70%

• Availability 60%

• Availability 50%

• Availability 40%

• Availability 30%

• Availability 20%

• Availability 10%

• Availability 0%

• Availability exceeded

If the images aren't displaying properly (e.g., Gantt chart), try deleting the images from the slide master (View → Slide Master).

Otherwise, check the names of the images used as templates—the images must be different and have different names.

The syntax checker may prevent attributes from being passed up the chain. If an attribute underlined in red, right-click → Ignore, and it should work.

This technical user ensures that the automation systems operate properly on Project Monitor. It is important not to modify it.

It will not be possible to run processes on Project Monitor if there is no technical user for the processes

If there is no technical user assigned to the processes, a message will appear on the cards Workflows and Automations

The first thing to do when an error occurs during the execution of a process is to check the platform's logs

You must ensure that the technical user for the processes has the appropriate permissions in a role in Project Monitor to perform the actions specified in Camunda files (creating task, applying template, modifying attributesattribute)

It is also possible that the API calls in the header are missing the technical user ID for the processes (X-PM-API-ID) as well as the user's password (X-PM-API-PASSWORD)

There are two Galilee to check for updates to Galilee :