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Project Monitor v7.7 Knowledge Center
Project Monitor v7.7 Knowledge Center
Administering Activity Entry

Administering Activity Entry

  • Change view
  • Create a view Activity view
  • Export entries

Change view

One or more views can be created to display user activity data.

The display can be :

  • either a flat list,
  • either a list displayed according to break sort (structure link, attribute).

If all users have the same view, it will suffice to create a single default view .

If you need to create a specific view , depending on your profile or profession, you can create several views, which can be "partitioned" according to hierarchical dependencies.

Create a view Activity view

  1. Click on the Main menuMain menu.
  2. Click on AdministrationAdministration.
  3. Click on Model settings > ViewsViews
  4. Click on Add.
  5. Click on Select in the Resource >  timesheettimesheet
  6. Complete standard view fields.
  7. Check or uncheck criterion DefaultDefaultso that this view is displayed by default for users of your platform when they open their timesheet.
  8. Select the attributes that will appear in the timesheet.
  9. Choose the relevant breaks and sorts.
  10. Localize the view if necessary: add links to the appropriate hierarchies.
  11. Click on RegisterRegister.
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The view has been created. In the activity entry screen, depending on user rights, it will be possible to choose the display mode by selecting the appropriate view .
Select a view  type : Activity input
Select a view type : Activity input
form de la view Activity entry - Example of activity entry by type
form de la view Activity entry - Example of activity entry by type

Export entries

Activity recording can be exported:

  • via the map of the same name in administration (.xlsx) Activity entriesActivity entries
  • via the ExportExport in the contextual menucontextual menu the activity entry sheet (in .xlsx for week view and in .png and .pdf for month view )
🚩
In the list of activity entries, it is possible to make generic resources appear or disappear. The settings can be found in the Global configuration - Resource / Budget sectionGlobal configuration - Resource / Budget section. If the box is not checked, then the filter criterion Generic resourceGeneric resource will not display generic resource activity sheets.
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