Automation overview
Automations automate repetitive or unnecessary actions in the application.
They can be configured within a project or project template , and affect aspects such as scheduling, tasks and exchanges.
An automation is defined by a trigger event that will execute an automation on one or more projects.
The list of automations cannot be modified and will be updated with each new version of Project Monitor. You can view the schematic diagram of an automation by clicking on its code.
Rights required :
To consult the automations available on the platform Administration >
Automations :
To add automations to a project template Project - Automation tab :
To add automations to a project Setup - Automation tab :
Adding automation to a project template or project
Here are the steps to follow to set up automations in a project template or a project in Project Monitor :
- Go to a project template
Project - Automation tab or a project
Setup - Automation tab.
- Click on
Add. A pop-up window appears to set the automation parameters.
- Select the automation you wish to set from the list.
- Select the object to be processed.
Setting automation parameters - Parameterization according to automations.
- Select the type of trigger from the list below
Setting automation parameters - Parameterization according to automations
- Select trigger type status orattribute to indicate when automation will run
Setting automation parameters - Parameterization according to automations
- Triggers
status task
,status phase
andstatus milestone
are used to select the type of task, phase or milestone on which to trigger automation. - Click on
Register.
Parameterization according to automation
The field Variable code is read-only: once the
Single object selected,
Project Monitor will tell you which code it refers to.
Filter on object orattribute value | Description | Trigger on last element | ||||
Apply a template | Model settings > Templates > Project template code | No status (manual)
projectstatus
status document
status task
status phase
status milestone
attribute value | projectstatus : list of project statuses
status document document status : list of document statuses
status task task status list
status phase phase status list
status milestone Done" checkbox
attribute value: list of list-type project attributes | projectstatus : /
status document : /
status tasktask
type task
status phasephase or milestone
type milestone
status milestonephase or milestone
type
attribute value: list of values according to the selectedattribute | Adds the following elements of the selected template to the project:
- Attachments
- Roles
- Themes
- Forms
- Attributes
- Planning
- Resources
- Reports
- Budgets
- Automations
Replaces the following elements of the template selected on the project:
- Logo
- summary sheet
- Home page template
- Project header
- Workflow
Does not allow elements to be removed from the project in relation to the template applied. For example, if the resources theme is activated and valued in a project, when a template is applied which does not have the resources theme activated, it will remain activated in the project after the template has been applied.
If the project's current template is reapplied, the information will not be duplicated. | Not available
|
Close child tasks when parent task is closed | Field settings > status task > task status code | status task | status task list of task statuses (at completed status ) | task type: all types or one type in particular | Allows you to link the status of parent tasks to child tasks. For example, if a parent task is completed, then all child tasks will also have completed status . | The automation will be executed when the last element of the trigger type setphase, milestone, task or document) in the project is at the trigger value. |
Insert a template | Model settings > Templates > Project template code | No status (manual)
projectstatus
status document
status task
status phase
status milestone
attribute value | projectstatus : list of project statuses
status document document status : list of document statuses
status task task status list
status phase phase status list
status milestone Done" checkbox
attribute value: list of list-type project attributes | projectstatus : /
status document : /
status tasktask
type task
status phasephase or milestone
type milestone
status milestonephase or milestone
type
attribute value: list of values according to the selectedattribute | Adds the following elements of the selected template to the project:
- Attachments
- Roles
- Themes
- Forms
- Attributes
- Planning
- Resources
- Reports
- Budgets
- Automations
Does not allow you to remove elements from the project in relation to the inserted template . | Not available |
Change task status when milestone status changes | Field settings > status task > task status code | status phase
status milestone | status phase phase status list
status milestone Done" checkbox
| status phasephase type or milestone
status milestonephase or milestone type
| When the status a schedule elementphase or milestone) is changed, all its associated tasks must change status according to what has been set in the automation.
The automation can be triggered by a certain type of phase or milestone (e.g. a scoping milestone ).
If there is no task linked to the modified phase or milestone , then the automation is not triggered. | The automation will be executed when the last element of the trigger type setphase, milestone, task or document) in the project is at the trigger value.
For example, when the last milestone in the project that has a task in dependency is "Done", then the associated tasks will change their status to Completed. |
Change project status | Field settings > Lists > project status > Project status code | No status (manual)
status task
status phase
status milestone
attribute
value
status document | status task list of task statuses
status phase phase status list
status milestone Done" checkbox
attribute value: list of list-type project attributes
status document document status list | status tasktask
type task
status phasephase or milestone
type milestone
status milestonephase or milestone
type
attribute value: list of values according to the selectedattribute
status document : / | Modifies the project's "status " technicalattribute with a value from the "projectstatus " list. | Not available |
Modifying the status of the parent task | Field settings > status task > task status code | status task | status task list of task statuses | task type: all types or one type in particular | Allows you to link the status of child tasks to parent tasks.
For example, if a child task changes status to current, the parent task automatically changes status to current or another status of your choice. | The automation will be executed when the last element of the trigger type setphase, milestone, task or document) in the project is at the trigger value. |
Change milestone status when task status changes | Field settings > status phase or milestone > phase or milestone status code | status task | List of task statuses | task type: all types or one type in particular | When the status of a task is modified, all associated schedule elements must change status according to what has been set in the automation. The automation can be triggered by a certain type of task (e.g. a Technical task ).
If there is no milestone linked to the task, the automation is not triggered when the task changes status .
If there are several tasks linked to a planning element, then automation is triggered when the last task linked to the same phase or milestone reaches trigger status . | The automation will be executed when the last element of the project's trigger typephase, milestone, task or document) is set to the trigger value.
For example, when the last task in the project that has a phase dependency is completed, the associated phases will also be set to Completed status . |