Functions

The function defines the generic competency of a resource.

Section: Description

Field Description
Id Unique Id for this value.
Name Name of this value.
Sort order Number to define order of display in lists.
Closed Flag to indicate this value is archived.
Description Complete description of this value.

* Required field

Status

The status is an important element of items lifecycle.

It defines the progress of the treatment of the element.

Some automations are implemented, depending on status definition, to set on items.

Handled status
  • This status specifies that the treatment of item is taken over.
  • A responsible can be determined.
  • It is possible to require the appointment of a responsible when the status change to “handled”.
Done status
  • This status specifies that the treatment of item is done.
  • A result can be specify.
  • It is possible to require a result when the status change to “done”.
Closed status
  • This status specifies that the item is closed.
  • This item is archived, and it disappeared in the list.
  • Item can reappear when “show closed item” is checked.
Cancelled status
  • This status specifies that the item is cancelled.

Section: Description

Field Description
Id Unique Id for this value.
Name Name of this value.
Handled status Defines whether ‘handled’ flag is automatically set for this status.
Done status Defines whether ‘done’ flag is automatically set for this status.
Closed status Defines whether ‘closed’ flag is automatically set for this status.
Cancelled status Defines whether ‘cancelled’ flag is automatically set for this status.
Color Color to display the status in element lists.
Sort order Number to define order of display in lists.
Closed Flag to indicate this value is archived.

* Required field

Resolutions

Allows to define different kinds of resolution for tickets.

Section: Description

Field Description
Id Unique Id for this value.
Name Name of this value.
Solved Box checked indicates the ticket will be automatically marked as “solved” when this resolution is selected.
Color Color to display the resolution in element lists.
Sort order Number to define order of display in lists.
Closed Flag to indicate this value is archived.

* Required field

Quality levels

The quality is a manual indicator for the conformity of a project to quality processes.

It defines in a visual way the global conformity of the project.

Section: Description

Field Description
Id Unique Id for this value.
Name Name of this value.
Color Color to display the quality level in element lists and on today screen.
Icon Icon that can be displayed for this quality level.
Sort order Number to define order of display in lists.
Closed Flag to indicate this value is archived.

* Required field

Field: Icon

  • If no icon is defined, color is used.
  • You can define your own icons list (see: administration guide).

Health status

The health status is a manual indicator for the health of a project.

It defines in a visual way the global health of the project.

It is displayed on Today screen, for each project, as a Red / Amber / Green traffic light.

Section: Description

Field Description
Id Unique Id for this value.
Name Name of this value.
Color Color to display the health status in element lists and on today screen.
Icon Icon that can be displayed for this health status.
Sort order Number to define order of display in lists.
Closed Flag to indicate this value is archived.

* Required field

Field: Icon

  • If no icon is defined, color is used.
  • You can define your own icons list (see: administration guide).

Overall progress

The overall progress is a manual indicator for global progress of a project.

It defines in a visual way the global progress of the project, independently from work progress.

It is displayed on Today screen, for each project.

Section: Description

Field Description
Id Unique Id for this value.
Name Name of this value.
Sort order Number to define order of display in lists.
Closed Flag to indicate this value is archived.

* Required field

Likelihoods

The likelihood is the probability of a risk or an opportunity to occur.

Section: Description

Field Description
Id Unique Id for this value.
Name Name of this value.
Value Value of likelihood.
% value Value in percent.
Color Color to display the likelihood in element lists
Sort order Number to define order of display in lists.
Closed Flag to indicate this value is archived.

* Required field

Field: % value

  • This field is used to calculate a reserve amount according to the likelihood of risk or opportunity.

Criticalities

The criticality is the importance of an element to its context.

Risk and Opportunity

  • The criticality designs the level of impact the risk or opportunity may have to the project.

Ticket

  • The criticality is the estimated impact that the subject of the ticket may have for the product.

Section: Description

Field Description
Id Unique Id for this value.
Name Name of this value.
Value Value of criticality.
Color Color to display the criticality in element lists.
Sort order Number to define order of display in lists.
Closed Flag to indicate this value is archived.

* Required field

Severities

The severity designs the level of negative or positive impact the risk or opportunity may have for the product.

Section: Description

Field Description
Id Unique Id for this value.
Name Name of this value.
Value Value of severity.
Color Color to display the severity in element lists.
Sort order Number to define order of display in lists.
Closed Flag to indicate this value is archived.

* Required field

Urgencies

The ticket urgency is an element given by the requestor to indicate the quickness of treatment needed for the ticket.

Section: Description

Field Description
Id Unique Id for this value.
Name Name of this value.
Value Value of urgency.
Color Color to display the urgency in element lists.
Sort order Number to define order of display in lists.
Closed Flag to indicate this value is archived.

* Required field

Priorities

The ticket priority defines the order to treat different tickets.

Section: Description

Field Description
Id Unique Id for this value.
Name Name of this value.
Value Value of priority.
Color Color to display the priority in element lists.
Sort order Number to define order of display in lists.
Closed Flag to indicate this value is archived.

* Required field

Risk levels

The risk level measures the technical risk of implementation of a requirement.

Section: Description

Field Description
Id Unique Id for this value.
Name Name of this value.
Color Color to display the risk level in element lists.
Sort order Number to define order of display in lists.
Closed Flag to indicate this value is archived.

* Required field

Feasibilities

The feasibility defines the first analysis of implementation of a requirement.

Section: Description

Field Description
Id Unique Id for this status.
Name Name of this status.
Color Color to display the feasibility in element lists.
Sort order Number to define order of display in lists.
Closed Flag to indicate this status is archived.

* Required field

Efficiencies

The efficiency measures the result of an action.

Section: Description

Field Description
Id Unique Id for this value.
Name Name of this value.
Color Color to display the efficiency in element lists.
Sort order Number to define order of display in lists.
Closed Flag to indicate this value is archived.

* Required field

Payment deadlines

The payment deadline is stated on the bill.

Section: Description

Field Description
Id Unique Id for this value.
Name Name of this value.
Number of days Delay in payment (in days).
End of month Flag to indicate that delay for payment is set at the end of month.
Sort order Number to define order of display in lists.
Closed Flag to indicate this value is archived.

* Required field

Payment methods

The mode of payment.

Section: Description

Field Description
Id Unique Id for this value.
Name Name of this value.
Sort order Number to define order of display in lists.
Closed Flag to indicate this value is archived.

* Required field

Delivery modes

The mode of delivery.

Section: Description

Field Description
Id Unique Id for this value.
Name Name of this value.
Sort order Number to define order of display in lists.
Closed Flag to indicate this value is archived.

* Required field

Measure units

The measure units.

Section: Description

Field Description
Id Unique Id for this value.
Name Name of this value.
Plural of name Plural form of name.
Sort order Number to define order of display in lists.
Closed Flag to indicate this value is archived.

* Required field