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.

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.

See: Workflows.

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

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 “handled” status, all parents move to the first “handled” 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.

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

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

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

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

Section: Description

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.

* Required field

Categories of project

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

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

Incoming weights

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

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

Section: Description

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.

* Required field

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.

Section: Description

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.

* Required field

Incoming status

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

Section: Description

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.

* Required field

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

Deliverable status

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

Section: Description

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.

* Required field

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

Languages

Allows to define and create your own languages list.

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

Note:

  • you have to active ‘display language in Product/Component’ in global parameters.

Section: Description

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.

* Required field