List of Types¶

Each element of ProjeQtOr can be typed at your convenience according to your profession or your field of activity.

Each type is presented the same. A very simple description section, with different fields depending on the element, and a behavior section that will condition your future actions according to the parameters entered.

Behavior section¶

This section is common to several element types.

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

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 “In progress”.

Result

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

Flag status

You can lock the macro status: In progress - Done - Closed - Canceled

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

If the box is checked then you will only be able to modify the macro status thanks to the workflow statuses.

No left work on done

The plannable elements cannot be passed to status done if there is still left work.

Project¶

Lead Project

The definition is made by the project type, you define that certain types of projects can not have activities, only subprojects or milestones.

Activity¶

activity on real time

Possibility of managing activities on real time.

Ticket¶

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.

Todo list

Checked box prohibits status change to completed if not all to-do list items are set to “completed”

Translation¶

Translation Request type

initial status of items

The initial state of the lines corresponds to the state of the request which will result in the automatic generation of the translation lines according to the languages recorded on your product or component version.

translation delay (nb days)

The translation deadline (in days) determines the deadline for the planned delivery date which will be calculated automatically from the creation of the request. This period is expressed in calendar duration and does not take into account non-working days.

Translation item type

status of generation of item

Corresponds to the state in which the rows will be created.

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: Go to Global parameter > Tab Activity > Controls and Restrictions Section “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

Section - Restrict types — Restrict types section¶

Click on Restrict types button to display the dialog box.
For each element type, select values that will be in the list of values displayed.
By default, if no type of element is selected, all the values of the line will be displayed on each screen that will be affected.

Dialog box - Restrict types for the project — Restrict types for the project¶

Displays element type names where a restriction is applied

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

Element types¶

Actions types¶

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

Required fields ¶
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: Workflow).
Sort order	Number to define order of display in lists.
Closed	Box checked indicates the type is archived.
Description	Description of the type.

Activities types¶

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

Required fields ¶
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: Workflow).
Default planning mode	Default planning mode for type.
Priority	Defined the priority of the activity type. It will be automatically applied in the activity management section.
Color	Defined the default color for this activity type.
Sort order	Number to define order of display in lists.
Closed	Box checked indicates the type is archived.
Description	Description of the type.

Asset types¶

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

Required fields ¶
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: Workflow).
Sort order	Number to define order of display in lists.
Closed	Box checked indicates the type is archived.
Description	Description of the type.

Budget types¶

Budget types are a way to define the best budget for each project/activity.

Estimated budget, cash, investment, sale …

Required fields ¶
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: Workflow).
Sort order	Number to define order of display in lists.
Closed	Box checked indicates the type is archived.
Description	Description of the type.

Call for tender types¶

The types of calls for tenders make it possible to define the best procedure for launching calls with respect to the organization of your company:

the open, restricted tender, with minimum capacity requirements or pre-selection;

Required fields ¶
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: Workflow).
Sort order	Number to define order of display in lists.
Closed	Box checked indicates the type is archived.
Description	Description of the type.

Catalog types¶

Catalog types allow you to defune what type of item you produce or sell to your customers: products, services …

Required fields ¶
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.

Change requests types¶

The change request type is a way to define common behavior on a group of particular requests.

Several types are pre recorded: recurring problems, technical and functional improvement, regulatory constraint and process and quality.

Required fields ¶
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: Workflow).
Sort order	Number to define order of display in lists.
Closed	Box checked indicates the type is archived.
Description	Description of the type.

Client Bills types¶

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

Required fields ¶
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: Workflow).
Sort order	Number to define order of display in lists.
Closed	Box checked indicates the type is archived.
Description	Description of the type.

Client contract types¶

Client contract types are a way of defining the type of contract with a client.

Types of contract are already pre-registered: management assistance, hosting, technical improvement or Maintenance and support

Required fields ¶
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: Workflow).
Sort order	Number to define order of display in lists.
Closed	Box checked indicates the type is archived.
Description	Description of the type.

Client order types¶

Client order types allow you to define common order behaviors, such as billing

Required fields ¶
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: Workflow).
Sort order	Number to define order of display in lists.
Closed	Box checked indicates the type is archived.
Description	Description of the type.

Client payments types¶

customer payment type defines how the customer will pay the bill

Required fields ¶
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: Workflow).
Sort order	Number to define order of display in lists.
Closed	Box checked indicates the type is archived.
Description	Description of the type.

Client quotations types¶

Customer quote types allow you to define common behaviors on a quote group, such as the type of billing that will be applied

Required fields ¶
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: Workflow).
Sort order	Number to define order of display in lists.
Closed	Box checked indicates the type is archived.
Description	Description of the type.

Components types¶

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

Required fields ¶
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: Workflow).
Sort order	Number to define order of display in lists.
Closed	Box checked indicates the type is archived.
Description	Description of the type.

Component version types¶

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

Required fields ¶
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: Workflow).
Sort order	Number to define order of display in lists.
Closed	Box checked indicates the type is archived.
Description	Description of the type.

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.

You can only rename the types, not add nor remove any.

Note

Only the name of the context types can be changed.
No new context type can be added.
No context type can be deleted.

Required fields ¶
Field	Description
Id	Unique Id for the type.
Name	Name of the type.
Description	Description of the type.
Closed	Box checked indicates the type is archived.

Customers types¶

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

Required fields ¶
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.

Decisions types¶

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

Required fields ¶
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: Workflow).
Sort order	Number to define order of display in lists.
Closed	Box checked indicates the type is archived.
Description	Description of the type.

Documents types¶

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

Required fields ¶
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: Workflow).
Sort order	Number to define order of display in lists.
Closed	Box checked indicates the type is archived.
Description	Description of the type.

Expenses details types¶

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

Required fields ¶
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.

Note

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.

Field	Description
Individual expense	Details type of individual expense.
Project expense	Details type of project expense.

Individual expenses types¶

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

Required fields ¶
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: Workflow).
Sort order	Number to define order of display in lists.
Closed	Box checked indicates the type is archived.
Description	Description of the type.

Issues types¶

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

Required fields ¶
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: Workflow).
Sort order	Number to define order of display in lists.
Closed	Box checked indicates the type is archived.
Description	Description of the type.

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.

Required fields ¶
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: Workflow).
Sort order	Number to define order of display in lists.
Closed	Box checked indicates the type is archived.
Description	Description of the type.

Messages types¶

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

Required fields ¶
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.

Milestones types¶

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

Required fields ¶
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: Workflow).
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.

Opportunities types¶

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

Required fields ¶
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: Workflow).
Sort order	Number to define order of display in lists.
Closed	Box checked indicates the type is archived.
Description	Description of the type.

Order to Provider types¶

Vendor order types categorize the subject of the request: service or product

Required fields ¶
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: Workflow).
Sort order	Number to define order of display in lists.
Closed	Box checked indicates the type is archived.
Description	Description of the type.

Organization types¶

The type of organization allows you to define a common behavior on organizations.

Management of Organizations allows to edit the structure of the company in the frame of organizations

Required fields ¶
Field	Description
Id	Unique Id for the type.
Name	Name of the type.
Code	Code of the project type.
Sort order	Number to define order of display in lists.
Closed	Box checked indicates the type is archived.
Description	Description of the type.

Payments to provider types¶

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

Required fields ¶
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: Workflow).
Sort order	Number to define order of display in lists.
Closed	Box checked indicates the type is archived.
Description	Description of the type.

Planning poker session type¶

Planning poker session type is a way to define common behavior on group of planning poker.

Required fields ¶
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: Workflow).
Sort order	Number to define order of display in lists.
Closed	Box checked indicates the type is archived.
Description	Description of the type.

Products types¶

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

Required fields ¶
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: Workflow).
Sort order	Number to define order of display in lists.
Closed	Box checked indicates the type is archived.
Description	Description of the type.

Product version types¶

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

Required fields ¶
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: Workflow).
Sort order	Number to define order of display in lists.
Closed	Box checked indicates the type is archived.
Description	Description of the type.

Project expenses types¶

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

Required fields ¶
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: Workflow).
Sort order	Number to define order of display in lists.
Closed	Box checked indicates the type is archived.
Description	Description of the type.

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.

All new types are created with OPE code.

ADM: Administrative project¶

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

All new types are created with ADM code.

Every resource will be able to enter real work on these 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.

These projects are not visible on Gantt type screens.

Some sections and fields are not visible or do not work on administrative projects like Paused, Fix planning or the minimum threshold.

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 (profile) can copy such projects, without having to be allocated to them.

All new types are created with TMP code.

PRP: Proposal project¶

These projects will not be used to follow some work.

This type of project makes it possible to define whether a project is strategically interesting to carry out.

All new types are created with PRP code.

Required fields ¶
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: Workflow).
Sort order	Number to define order of display in lists.
Billing type	Will define billing behavior (see: Incomes).
Closed	Box checked indicates the type is archived.
Description	Description of the type.

Provider bill types¶

There is a wide variety of invoice types. Each one is used in specific circumstances and requires the respect of protocols concerning their constitution and their emission.

You can create as many invoice types as you need.

Required fields ¶
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: Workflow).
Sort order	Number to define order of display in lists.
Closed	Box checked indicates the type is archived.
Description	Description of the type.

Provider tender types¶

Quote types allow you to organize and categorize the different offers received by your suppliers

Required fields ¶
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: Workflow).
Sort order	Number to define order of display in lists.
Closed	Box checked indicates the type is archived.
Description	Description of the type.

Providers types¶

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

Required fields ¶
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.

Questions types¶

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

Required fields ¶
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: Workflow).
Sort order	Number to define order of display in lists.
Closed	Box checked indicates the type is archived.
Description	Description of the type.

Requirements types¶

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

Required fields ¶
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: Workflow).
Sort order	Number to define order of display in lists.
Closed	Box checked indicates the type is archived.
Description	Description of the type.

Risks types¶

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

Required fields ¶
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: Workflow).
Sort order	Number to define order of display in lists.
Closed	Box checked indicates the type is archived.
Description	Description of the type.

Supplier contract types¶

Supplier contract types are a way of defining the type of contract with a supplier.

Types of contract are already pre-registered: management assistance, hosting, technical improvement or Maintenance and support

Required fields ¶
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: Workflow).
Sort order	Number to define order of display in lists.
Closed	Box checked indicates the type is archived.
Description	Description of the type.

Test cases types¶

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

Required fields ¶
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: Workflow).
Sort order	Number to define order of display in lists.
Closed	Box checked indicates the type is archived.
Description	Description of the type.

Test sessions types¶

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

Required fields ¶
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: Workflow).
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.

Tickets types¶

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

Required fields ¶
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: Workflow).
Sort order	Number to define order of display in lists.
Closed	Box checked indicates the type is archived.
Description	Description of the type.

Translation item types¶

Translation lines also have the possibility of being typed. You can more easily compartmentalize your requests.

Assign a different workflow and behavior for each type of line.

Required fields ¶
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: Workflow).
Sort order	Number to define order of display in lists.
Closed	Box checked indicates the type is archived.
Description	Description of the type.

Translation request types¶

You define the types of translation that you will use in your business.

This allows you to apply a different workflow and behavior for each type.

Required fields ¶
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: Workflow).
Sort order	Number to define order of display in lists.
Closed	Box checked indicates the type is archived.
Description	Description of the type.