List of Values

Each screen in List of values allows to define your own values.

Then you will be able to select them in corresponding screens.

Note

By default, some lists are not visible on their corresponding screen like Languages in Product and Component screen.

To use them you must enable their parameter in global parameters.

Budget orientation

The orientation of the budget

Required fields

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.

Budget Category

The orientation of the budget

Required fields

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.

Categories of project

Define your categories of project and you are able to select one in Project screen.

Required fields

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.

Criticalities

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

Note

The criticality for Risk and Opportunity designs the level of impact the risk or opportunity may have to the project.

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

Required fields

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.

Deliverable status

Define your deliverable status list and select it in Deliverable screen.

Required fields

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

Add dates on deliverables to follow dates : initial, planned, real, validation

Deliverable weights

Define your deliverable weights list and select it in Deliverable screen.

That is useful to calculate weighting between different parameters in Reports->KPIs->KPI-deliverable-for-project screen.

Required fields

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

Delivery modes

The mode of delivery.

Required fields

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.

Add dates on deliveries to follow dates : initial, planned, real, validation

Efficiencies

The efficiency measures the result of an action.

Required fields

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.

Feasibilities

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

Required fields

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.

Functions

The function defines the generic competency of a resource which can be linked to a cost.

The costs entered here will not be taken into account directly in the functions table on the resources screen.

These are costs which are proposed by default but which can be modified when creating the function on the resources screen.

To modify the functions and costs on the resource screen you must go through the update resource cost function.

Functions screen

Required fields

Field	Description
Id	Unique Id for this value.
Name	Name of this value.
Sort order	Number to define order of display in lists.
Default cost	Default cost of the function. Typically the cost to the business.
default external cost	Default external cost of the function. Typically the cost to the outsourced resource.
Closed	Flag to indicate this value is archived.
Description	Complete description of this value.

Internal and external cost

You can define two costs per function, one internal (existing) and one external (new).

When defining the cost of a resource, the proposed default cost should depend on whether the resource is external or internal:

If “is outsourced” is checked for the resource, the external cost will be assigned. Otherwise, it will be the internal cost

Update resource cost

You can roll up current costs to all resources from the cost of the function taking into account the external or internal criterion of the resource.

Click the Update Resource Costs button

Update resource cost

You have 3 options to perform this treatment. This will determine how assignments and activity costs will be updated.

Add new cost from date

This option allows you to create a new cost for the resources whose value starts on the date entered.

• The cost of assigned activities remains unchanged.

• The real cost of activities takes into account the new cost from the date you entered

• The left cost of activities takes the new cost.

Replace existing cost

This option allows you to simply replace the current cost of the resource (the last cost if this amount has varied over time)

• The cost of assigned activities remains unchanged

• The real cost of activities takes into account the new cost

• The left cost of activities takes the new cost

Replace initial assignment cost

This option allows you to replace the current cost of the resource (the last cost if this amount has varied over time) while forcing the initial assignment cost (for unclosed assignments) to this new cost.

• The cost of assigned activities takes the new cost

• The real cost of activities takes the new cost

• The left cost of activities takes the new cost

Note

In order to keep the initial functioning of the solution, during the migration, the external cost will be initialized with the same value as the internal cost.

Similarly, when entering the internal cost, the external cost will be initialized to the same value if it is empty. In order to allow the entry of an external cost at zero, this will only be done when entering it on the screen (no systematic update on the server side).

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.

Required fields

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.

Note

If no icon is defined, color is used.

You can define your own icons list (see: administration guide)

Incoming status

Define your incoming status list and select it in Incoming screen.

Required fields

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

Add dates on incomings to follow dates : initial, planned, real, validation

Incoming weights

Define your incoming weights list and select it in Incoming screen.

Required fields

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

Tip

That is useful to calculate weighting between different parameters in:

Reports –> KPIs –> KPI-incoming-for-project

Intervention modes

Allows you to define and create your own list of interventions mode.

These values are used in the planned interventions screens and view interventions.

Required fields

Field	Description
Id	Unique Id for this value.
Name	Name of this value.
Letter	Letter displayed on the intervention schedule and which refers to the corresponding intervention mode
Sort order	Number which defines the display order of intervention modes on the planned interventions and view interventions screen
Closed	Flag to indicate this value is archived.

Languages

Allows to define and create your own languages list.

Then in Product or Component screen you can select your languages values.

Warning

You have to active display language in Product/Component in global parameters.

Required fields

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

Languages skill level

You set the value for the skills of your translators.

These values will be applied to each of the languages known to the translator.

Warning

You have to active display language in Product/Component in global parameters.

Required fields

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

Likelihoods

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

Required fields

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.

Note

The % value field is used to calculate a reserve amount according to the likelihood of risk or opportunity.

Locations

Allows you to define and create your own list of locations, Sites, Cities, Countries … for the management of your IT infrastructure.

Required fields

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.

Measure units

The measure units.

Required fields

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.

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.

Required fields

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.

Payment deadlines

The payment deadline is stated on the bill.

Required fields

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.

Payment methods

The mode of payment.

Required fields

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.

Periods

Allows you to define and create your own list of periods. These are used to define the intervention periods in customer and supplier contracts.

Required fields

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.

Predefined situation

Required fields

Field	Description
Id	Unique Id for this value.
Name	Name of this value.
Element	Type of element affected
Type	Name of the Brands
Sort order	Number which defines the display order of the finacial elements
Financial situation	The financial situation which will be taken into account
Closed	Flag to indicate this value is archived.

Priorities

The ticket priority defines the order to treat different tickets.

Required fields

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.

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.

Required fields

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.

Note

If no icon is defined, color is used.

You can define your own icons list (see: administration guide).

Renewal

Allows you to define and create your own renewal type list. These values are used in the customer and supplier contract management screens.

3 values are pre-registered by default: never, tacit and Express

Required fields

Field	Description
Id	Unique Id for this value.
Name	Name of this value.
Closed	Flag to indicate this value is archived.

See also

incomes

Resolutions

Allows to define different kinds of resolution for tickets.

Required fields

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.

Risk levels

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

Required fields

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.

Severities

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

Required fields

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.

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.

See also

Workflow.

Assigned status

This status indicates that you have assigned a resource to an activity.

This can trigger the automatic status change when you assign a resource for the first time on a schedulable element of ProjeQtOr if the global parameter is activated.

If the assignment is already present or if you use the automatic assignment of the project team then the change of status will not be effective

In progress status

This status specifies that the treatment of item is supported.

A responsible can be determined or required.

Paused status

This state indicates that item processing is in a paused state.

Used for the processing of certain elements (activity, tickets …)

Allows you to exclude and purge the calculation from the schedule

Recording these break times allows you to get more accurate treatment information

Done status

This status specifies that the treatment of item is done.

A result can be specified or required.

It is possible to require a result when the status change to “done”.

Closed status

This status indicates that the item is closed.

This article is archived and will no longer appear in the lists.

You can display these items by checking the “closed” option at the top right of the screen

Cancelled status

This status specifies that the item is cancelled.

Required fields

Field	Description
Id	Unique Id for this value.
Name	Name of this value.
In progress status	Defines whether ‘In progress’ 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.

Consolidation of status changes

We have a parameter which allows to auto set parent item status.

It depends on children item status and available status in the workflow.

Note

Select YES auto set parent activity status in global parameters to use it.

• If an activity changes to a “In progress” status, all parents move to the first “In progress” status available in the workflow.

• If an activity changes to a “done”, “closed” or “canceled” status, moving of each parent to the first “done” or “closed” status according to the status of all its children.

Warning

If parents items status has not been changed auto, please check your controls like required fields.

Story point

Values for planning poker session cards are based on the Fibonacci sequence but with rounded values.

You can determine a number of cards and a value for each of them.

Each value is associated with a number of charging days.

This charge will be postponed after the vote on the element used for the user story (ticket, requirement, activity)

Tender status

Allows to define or create your own tender status list.

Tender status displayed on Tenders screen and in the table Submissions of tenders

Required fields

Field	Description
Id	Unique Id for this value.
Name	Name of this value.
Color	Color to display the status in element lists.
Waiting tender	Status information.
Tender received	status information.
Tender not selected	status information.
Tender selected	status information.
Sort order	Number to define order of display in lists.
Closed	Flag to indicate this value is archived.

Trends

The trend is a manual indicator for the global trend of project health.

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

It is displayed on Today screen, for each project.

Required fields

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

Note

Field Icon

• If no icon is defined, color is used.

• You can define your own icons list.

Urgencies

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

Required fields

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.