Settings

Applications

You can find that tab under Configuration and Settings  > Settings.

It provides a list of applications available for the organization.

You may create, import, export, modify or delete applications depending on your rights.

 

How to create an application
  1. Click on Create, the following tab will appear:
  2. Provide a name.
  3. Then, you can either click on:
  • Save and create a new one to finalize the creation of the application and be redirected to that window to create a new one,
  • Save to finalize the creation of the application and be redirected to the list of applications,
  • Back to be redirected to the list of applications without creating a new one.

 

How to modify or delete an application

You may modify or delete an application thanks to the  icons located in the last column of the application list.

 

How to import applications

You may import applications in Excel format with a click on Import.

How to export applications

You may automatically export applications in Excel format with a click on Export.

 


Project Areas

You can find that tab under Configuration and Settings  > Settings.

It provides a list of the areas in which the project may be used such as accountings, customer relations or HR.

You may create, import, export, modify or delete applications depending on your rights.

 

How to create a new project area
  1. Click on Create to generate a new project area.
  2. Give it:
  • a name,
  • a description (optional).
  1. Then, you can either click on:
  • Save and create a new one to finalize the creation of the application and be redirected to that window to create a new one,
  • Save to finalize the creation of the application and be redirected to the list of applications,
  • Back to be redirected to the list of applications without creating a new one.

 

How to edit or delete a project area

You may edit or delete a project area thanks to the icons  located in the Actions column of the list.

 

How to import project areas

You may import applications in Excel format with a click on Import.

How to export project areas

You can automatically export the table in Excel format with a click on Export.

 


Acquisition categories

You can find that tab under Configuration and Settings  > Settings.

It provides a list of the categories of acquisitions such as open source or internal development. You will find those categories on the estimation creation page in a drop-down list.

You may create, import, export, modify or delete applications depending on your rights.

 

How to create an acquisition category
  1. Click on Create to generate a new acquisition category.
  2. Give it:
  • a name,
  • a description (optional).
  1. Then, you can either click on:
  • Save and create a new one to finalize the creation of the application and be redirected to that window to create a new one,
  • Save to finalize the creation of the application and be redirected to the list of applications,
  • Back to be redirected to the list of applications without creating a new one.

 

How to edit or delete an acquisition category

You may modify or delete an acquisition category thanks to the  icons located in the last column of the list.

 

How to import acquisition categories

You can import data in Excel format by clicking on Import.

How to export acquisition categories

You may export the table in an Excel format with a click on Export. The file will be automatically uploaded to your computer.

 


Platform categories

You can find that tab under Configuration and Settings  > Settings.

It provides a list of the platform categories on which the application will be used such as PC, tablet or web. You will find those categories on the estimation creation page in a drop-down list.

You may create, import, export, modify or delete applications depending on your rights.

 

How to create a platform category
  1. Click on Create to generate a new platform category.
  2. Give it:
  • a name,
  • a description (optional).
  1. Then, you can either click on:
  • Save and create a new one to finalize the creation of the application and be redirected to that window to create a new one,
  • Save to finalize the creation of the application and be redirected to the list of applications,
  • Back to be redirected to the list of applications without creating a new one.

 

How to edit or delete a platform category

You may modify or delete a platform category thanks to the   icons located in the last column of the list.

 

How to import platform categories

You can import data in Excel format by clicking on Import.

How to export platform categories

You may export the table in an Excel format with a click on Export. The file will be automatically uploaded to your computer.

 


Project categories

You can find that tab under Configuration and Settings  > Settings.

It provides a list of the categories of project such as agile, hardware or software, for your estimation. You will find those categories on the estimation creation page in a drop-down list.

You may create, import, export, modify or delete applications depending on your rights.

How to create a project category
  1. Click on Create to generate a new category.
  2. Give it:
  • a name,
  • a description (optional).
  1. Then, you can either click on:
  • Save and create a new one to finalize the creation of the application and be redirected to that window to create a new one,
  • Save to finalize the creation of the application and be redirected to the list of applications,
  • Back to be redirected to the list of applications without creating a new one.

 

How to edit or delete a project category

You may modify or delete a project category thanks to the  icons located in the last column of the list.

 

How to import project categories

You can import data in Excel format by clicking on Import.

How to export project categories

You may export the table in an Excel format with a click on Export. The file will be automatically uploaded to your computer.

 


Work element type

You can find that tab under Configuration and Settings  > Settings.

It provides a list of work element types such as cots, documentation or installation manual which are part of the specifications of the PBS-Project.

You may create, import, export, modify or delete applications depending on your rights.

 

How to create a work element type
  1. Click on Create to generate a new work element type.
  2. Give it:
  • a name,
  • an alias,
  • a description (optional).
  1. Then, you can either click on:
  • Save and create a new one to finalize the creation of the application and be redirected to that window to create a new one,
  • Save to finalize the creation of the application and be redirected to the list of applications,
  • Back to be redirected to the list of applications without creating a new one.

 

How to edit or delete a work element type

You may modify or delete work element types thanks to the   icons located in the last column of the list.

 

How to export work element types

You can automatically export the table in an Excel format with a click on Export.

 


Technologies

You can find that tab under Configuration and Settings  > Settings.

It provides a list of technologies or languages that can be used to create the application, such as Java, Progress or SAP.

You may create, import, export, modify or delete applications depending on your rights.

 

How to create a technology
  1. Click on Create to generate a new technology.
  2. Give it:
  • a name,
  • an alias (optional),
  • a description (optional),
  • a productivity ratio,
  • a status (draft, defined, retired).
  1. Then, you can either click on:
  • Save and create a new one to finalize the creation of the application and be redirected to that window to create a new one,
  • Save to finalize the creation of the application and be redirected to the list of applications,
  • Back to be redirected to the list of applications without creating a new one.

 

How to edit or delete a technology

You may modify or delete technologies thanks to the  icons located in the last column of the list.

 

How to export technologies

You can automatically export the table in an Excel format with a click on Export.

 


Estimation statuses

You can find that tab under Configuration and Settings  > Settings.

It aims to specify the different statuses and stages of your estimation. The tab is divided in three tables.

You may create, import, export, modify or delete applications depending on your rights.

 

How to create an estimation status
  1. You can create a new status by clicking on create.
  2. Provide:
  • the number of the status,
  • the name,
  • an alias,
  • a color
  • a description.

The number and the name are mandatory. You can specify the status as archived or the end of the workflow or if it is a new status thanks to the check boxes.

 

How to edit or delete an estimation status

You may modify or delete estimation statuses thanks to the  icons located in the last column of the list.

 

Management of the workflow of the estimation statuses

The second table helps to manage the workflow of the estimation statuses. Each column represents a status and you can check the box(es) corresponding to following status in the workflow.

Note: the columns represent the status and the lines represent the status that follow.

For instance, according the that table, the En Création status can be followed either by À chiffrer or Abandonné.

Note: Once you are done establishing the workflow, do not forget to click on Apply to save it.

 

Management of the roles according to the estimation status

The last table represents the management of the roles of each profile for each status. The actions can be modified by choosing from the drop-down list.

In that instance, the “gestionnaire” does not have any rights on the application throughout its development.

Note:

  • The permissions are specified under the Security level and Permissions on permissions via User environment  > Permissions.
  • The groups are specified under the Groups tab via User environment > Permissions.
  •  Once the permissions specified, do not forget to click on Apply to save or delete to reinitialize the table.

 


Profiles

You can find that tab under Configuration and Settings  > Settings. It aims to provide a list of the different actors of the project and their hourly rate. The tab is divided in three tables.

You may create, import, export, modify or delete applications depending on your rights.

 

How to create a profile
  1. You may create a new profile by clicking on Create.
  2. You may either select an existing profile from the blue drop-down list or create a new one providing its:
  • name,
  • description,
  • a cost per hour.
  1. Then, you can either click on:
  • Save and create a new one to finalize the creation of the application and be redirected to that window to create a new one,
  • Save to finalize the creation of the application and be redirected to the list of applications,
  • Back to be redirected to the list of applications without creating a new one.

 

How to edit or delete a profile

You may modify or delete estimation statuses thanks to the  icons located in the last column of the list.

 

How to export profiles

You can export the table to an Excel format by clicking on Export. The file will automatically be uploaded to your computer.

 


Custom fields

You can find that tab under Configuration and Settings  > Settings.

It aims to provide a list of the customized fields that can appear in a widget on the dashboard such as maximum staffing or duration in weeks

You may create, import, export, modify or delete applications depending on your rights.

 

How to create a custom field
  1. You can create a new field clicking on Create.
  2. The name and the standard unit conversion factor are mandatory.

 

How to edit or delete a custom field

You may modify or delete estimation statuses thanks to the  icons located in the last column of the list.

 


Estimation models

You can find that tab under Configuration and Settings  > Settings.

That tab provides a list of estimation models that can be used to create a new estimation.

You can sort the estimation by: only leaves, only roots, most recent or all, thanks to the drop-down list.

 

How to create an estimation model

  1. You can create a new model clicking on Create.
  2. You will be asked to provide the same information as for the creation of a new estimation.

 

How to edit, duplicate, locate and delete an estimation model

A model can either be: duplicated, used to create a project, found in use and know the impact of changes, edited and deleted. You will find the corresponding icons  in the Actions column of the table.

 

Security of the estimation model

You can find that tab under Configuration and Settings  > Settings > Estimation models > estimation models edition (pencil icon).

Thanks to that tab, you can define the security levels of each user groups both for the estimation model and for the estimations that will be created from that model.

The user groups are specified under User environment  > Permissions.

The security levels are specified under User environment  > Permissions./span>

 

Right management of user groups on the model

You can allocate security levels to user groups by checking the corresponding boxes.

Permission of the estimations created from that model

You can allocate security levels to users and user groups by checking the corresponding boxes.

 


Columns for the estimation list

You can find that tab under Configuration and Settings  > Settings.

The selected columns will appear on the list of estimation table.

How to add or remove a column

You can add or remove columns and transfer them from or to the selected columns list using the right and left arrows.

Note: The available columns list is the one you can pick columns from. The select columns list represents the columns that will appear in the estimation list of your organization.

 

How to modify the order of the columns

You can modify the order of the columns selecting in the right list the column you want to shift, and move it upward or downward with the up and down arrows located on the right of the list.