Types restrictions

Allows to limit values displayed in the list of values for each element type.

Restrictions can be defined for a project, a project type or a profile.

Note

Types restrictions section on Project screen.

  • To display types restrictions section, the global parameter “allow type restriction on project” must be set to “Yes”.

  • Possibility to define more restrictions to a project against restrictions defined at the project type level.

Type restriction management

  1. Click on “Restrict types” button to display the dialog box.

  2. For each element type, select values that will be in the list of values displayed.

If no element type is selected, by default all values of the row will be displayed on each screen concerned by. (One example below of selection)

Dialog box - Restrict types for the project

Displays element type names where a restriction is applied

Section - Restrict types

Reminder : It means too, no restriction for remainding element types on each dedicated screen.

Projects types

Project type is a way to define common behavior on group of projects.

Code of the project type
  • Some important behavior will depend on code of the project type.

OPE : Operational project

  • Most common project to follow activity.

Note

All new types are created with OPE code.

ADM : Administrative project

  • Type of project to follow non productive work : holidays, sickness, training, …

  • Every resource will be able to enter some real work on such projects, without having to be allocated to the project, nor assigned to project activities.

  • Assignments to all project task will be automatically created for users to enter real work.

TMP : Template project

  • These projects will not be used to follow some work.

  • They are just designed to define templates, to be copied as operational projects.

  • Any project leader can copy such projects, without having to be allocated to them.

Section: Description

Field

Description

Id

Unique Id for the type.

Name

Name of the type.

Code

Code of the project type.

Workflow

Defined the workflow ruling status change for items of this type (see: Workflows).

Sort order

Number to define order of display in lists.

Billing type

Will define billing behavior (see: Billing types).

Closed

Box checked indicates the type is archived.

Description

Description of the type.

* Required field

Tickets types

Ticket type is a way to define common behavior on group of tickets.

Section: Description

Field

Description

Id

Unique Id for the type.

Name

Name of the type.

Code

Code of the type.

Workflow

Defined the workflow ruling status change for items of this type (see: Workflows).

Sort order

Number to define order of display in lists.

Closed

Box checked indicates the type is archived.

Description

Description of the type.

* Required field

Activities types

Activity type is a way to define common behavior on group of activities.

Section: Description

Field

Description

Id

Unique Id for the type.

Name

Name of the type.

Code

Code of the type.

Workflow

Defined the workflow ruling status change for items of this type (see: Workflows).

Default planning mode

Default planning mode for type.

Sort order

Number to define order of display in lists.

Closed

Box checked indicates the type is archived.

Description

Description of the type.

* Required field

Milestones types

Milestone type is a way to define common behavior on group of milestones.

Section: Description

Field

Description

Id

Unique Id for the type.

Name

Name of the type.

Code

Code of the type.

Workflow

Defined the workflow ruling status change for items of this type (see: Workflows).

Default planning mode

Default planning mode for type.

Sort order

Number to define order of display in lists.

Closed

Box checked indicates the type is archived.

Description

Description of the type.

* Required field

Quotations types

Quotation type is a way to define the way the concerned activity should be billed.

Section: Description

Field

Description

Id

Unique Id for the type.

Name

Name of the type.

Code

Code of the type.

Workflow

Defined the workflow ruling status change for items of this type (see: Workflows).

Sort order

Number to define order of display in lists.

Closed

Box checked indicates the type is archived.

Description

Description of the type.

* Required field

Orders types

Order type is a way to define the way the activity references by the order will be billed.

Section: Description

Field

Description

Id

Unique Id for the type.

Name

Name of the type.

Code

Code of the type.

Workflow

Defined the workflow ruling status change for items of this type (see: Workflows).

Sort order

Number to define order of display in lists.

Closed

Box checked indicates the type is archived.

Description

Description of the type.

* Required field

Individual expenses types

Individual expense type is a way to define common behavior on group of individual expense.

Section: Description

Field

Description

Id

Unique Id for the type.

Name

Name of the type.

Workflow

Defined the workflow ruling status change for items of this type (see: Workflows).

Sort order

Number to define order of display in lists.

Closed

Box checked indicates the type is archived.

Description

Description of the type.

* Required field

Project expenses types

Project expense type is a way to define common behavior on group of project expense.

Section: Description

Field

Description

Id

Unique Id for the type.

Name

Name of the type.

Workflow

Defined the workflow ruling status change for items of this type (see: Workflows).

Sort order

Number to define order of display in lists.

Closed

Box checked indicates the type is archived.

Description

Description of the type.

* Required field

Expenses details types

Expense detail type is a way to define common behavior and calculation mode on group of expense details.

Section: Description

Field

Description

Id

Unique Id for the type.

Name

Name of the type.

Sort order

Number to define order of display in lists.

Value / unit

Define calculation mode for the detail type.

Closed

Box checked indicates the type is archived.

Description

Description of the type.

* Required field

Field: Value / unit

  • If unit is set and not value, this line will be imputable.

  • If both unit and value are set, the line will be read only.

  • Result cost will be the multiplication between each of the three non empty line values.

Section: Scope

Field

Description

Individual expense

Details type of individual expense.

Project expense

Details type of project expense.

Bills types

Bill type is a way to define common behavior on group of bills.

Section: Description

Field

Description

Id

Unique Id for the type.

Name

Name of the type.

Code

Code of the type.

Workflow

Defined the workflow ruling status change for items of this type (see: Workflows).

Sort order

Number to define order of display in lists.

Closed

Box checked indicates the type is archived.

Description

Description of the type.

* Required field

Payments types

Payment type is a way to define common behavior on group of payments.

Section: Description

Field

Description

Id

Unique Id for the type.

Name

Name of the type.

Workflow

Defined the workflow ruling status change for items of this type (see: Workflows).

Sort order

Number to define order of display in lists.

Closed

Box checked indicates the type is archived.

Description

Description of the type.

* Required field

Risks types

Risk type is a way to define common behavior on group of risks.

Section: Description

Field

Description

Id

Unique Id for the type.

Name

Name of the type.

Code

Code of the type.

Workflow

Defined the workflow ruling status change for items of this type (see: Workflows).

Sort order

Number to define order of display in lists.

Closed

Box checked indicates the type is archived.

Description

Description of the type.

* Required field

Opportunities types

Opportunity type is a way to define common behavior on group of opportunities.

Section: Description

Field

Description

Id

Unique Id for the type.

Name

Name of the type.

Code

Code of the type.

Workflow

Defined the workflow ruling status change for items of this type (see: Workflows).

Sort order

Number to define order of display in lists.

Closed

Box checked indicates the type is archived.

Description

Description of the type.

* Required field

Actions types

Action type is a way to define common behavior on group of actions.

Section: Description

Field

Description

Id

Unique Id for the type.

Name

Name of the type.

Code

Code of the type.

Workflow

Defined the workflow ruling status change for items of this type (see: Workflows).

Sort order

Number to define order of display in lists.

Closed

Box checked indicates the type is archived.

Description

Description of the type.

* Required field

Issues types

Issue type is a way to define common behavior on group of issues.

Section: Description

Field

Description

Id

Unique Id for the type.

Name

Name of the type.

Code

Code of the type.

Workflow

Defined the workflow ruling status change for items of this type (see: Workflows).

Sort order

Number to define order of display in lists.

Closed

Box checked indicates the type is archived.

Description

Description of the type.

* Required field

Meetings types

Meeting type is a way to define common behavior on group of meetings.

Note

  • Meeting type is also used for periodic meetings definition.

Section: Description

Field

Description

Id

Unique Id for the type.

Name

Name of the type.

Code

Code of the type.

Workflow

Defined the workflow ruling status change for items of this type (see: Workflows).

Sort order

Number to define order of display in lists.

Closed

Box checked indicates the type is archived.

Description

Description of the type.

* Required field

Decisions types

Decision type is a way to define common behavior on group of decisions.

Section: Description

Field

Description

Id

Unique Id for the type.

Name

Name of the type.

Code

Code of the type.

Workflow

Defined the workflow ruling status change for items of this type (see: Workflows).

Sort order

Number to define order of display in lists.

Closed

Box checked indicates the type is archived.

Description

Description of the type.

* Required field

Questions types

Question type is a way to define common behavior on group of questions.

Section: Description

Field

Description

Id

Unique Id for the type.

Name

Name of the type.

Code

Code of the type.

Workflow

Defined the workflow ruling status change for items of this type (see: Workflows).

Sort order

Number to define order of display in lists.

Closed

Box checked indicates the type is archived.

Description

Description of the type.

* Required field

Messages types

Message type is a way to define common behavior on group of messages (appearing on today screen).

Section: Description

Field

Description

Id

Unique Id for the type.

Name

Name of the type.

Color

Display color for messages of this type.

Sort order

Number to define order of display in lists.

Closed

Box checked indicates the type is archived.

Description

Description of the type.

* Required field

Documents types

Document type is a way to define common behavior on group of documents.

Section: Description

Field

Description

Id

Unique Id for the type.

Name

Name of the type.

Code

Code of the type.

Workflow

Defined the workflow ruling status change for items of this type (see: Workflows).

Sort order

Number to define order of display in lists.

Closed

Box checked indicates the type is archived.

Description

Description of the type.

* Required field

Contexts types

Context types are used to define the environmental context to describe ticket or test case.

Only three context types exist, corresponding to the three selectable fields. (Environment, OS and Browser)

Note

  • Only the name of the context types can be changed.

  • No new context type can be added.

  • No context type can be deleted.

Section: Description

Field

Description

Id

Unique Id for the type.

Name

Name of the type.

Description

Description of the type.

* Required field

Requirements types

Requirement type is a way to define common behavior on group of requirements.

Section: Description

Field

Description

Id

Unique Id for the type.

Name

Name of the type.

Code

Code of the type.

Workflow

Defined the workflow ruling status change for items of this type (see: Workflows).

Sort order

Number to define order of display in lists.

Closed

Box checked indicates the type is archived.

Description

Description of the type.

* Required field

Test cases types

Test case type is a way to define common behavior on group of test cases.

Section: Description

Field

Description

Id

Unique Id for the type.

Name

Name of the type.

Code

Code of the type.

Workflow

Defined the workflow ruling status change for items of this type (see: Workflows).

Sort order

Number to define order of display in lists.

Closed

Box checked indicates the type is archived.

Description

Description of the type.

* Required field

Test sessions types

Test session type is a way to define common behavior on group of test sessions.

Section: Description

Field

Description

Id

Unique Id for the type.

Name

Name of the type.

Code

Code of the type.

Workflow

Defined the workflow ruling status change for items of this type (see: Workflows).

Default planning mode

Default planning mode for type.

Sort order

Number to define order of display in lists.

Closed

Box checked indicates the type is archived.

Description

Description of the type.

* Required field

Customers types

Customer type is a way to define different kinds of customers (prospects or clients).

Section: Description

Field

Description

Id

Unique Id for the type.

Name

Name of the type.

Sort order

Number to define order of display in lists.

Closed

Box checked indicates the type is archived.

Description

Description of the type.

* Required field

Providers types

Provider type is a way to define different kinds of providers.

Section: Description

Field

Description

Id

Unique Id for the type.

Name

Name of the type.

Sort order

Number to define order of display in lists.

Closed

Box checked indicates the type is archived.

Description

Description of the type.

* Required field

Products types

Product type is a way to define common behavior to group of product.

Section: Description

Field

Description

Id

Unique Id for the type.

Name

Name of the type.

Code

Code of the type.

Sort order

Number to define order of display in lists.

Closed

Box checked indicates the type is archived.

Description

Description of the type.

* Required field

Components types

Component type is a way to define common behavior to group of component.

Section: Description

Field

Description

Id

Unique Id for the type.

Name

Name of the type.

Code

Code of the type.

Sort order

Number to define order of display in lists.

Closed

Box checked indicates the type is archived.

Description

Description of the type.

* Required field

Behavior section

This section is common to several element types.

Allows to determine some GUI behavior, according to element types.

Note

  • Depending on the element type the following fields can be displayed.

Description or Comments

  • Box checked indicates the field “Description” is mandatory.

Responsible

  • Box checked indicates the field “Responsible” is mandatory when the status to treatment of the item is “handled”.

Result

  • Box checked indicates the field “Result” is mandatory when the status to treatment of the item is “done”.

Flag status

  • Fields: Lock handled, Lock done, Lock closed and Lock cancelled

  • Those fields allow to determine whether the checkbox fields concerned are locked or not.

  • When a flag status is locked, move to this status through status change.

Ticket type

Resolution

  • Box checked indicates the field “Resolution” is mandatory when the status to treatment of an item is “done”.

Lock solved

  • Box checked indicates the field “Solved” is read only.

  • The value of field must come from the field “Solved” defined in the selected resolution.