.. include:: ImageReplacement.txt

.. title:: Common sections

.. index:: Common sections

.. _common-sections:

Common sections
***************

Some sections are displayed on almost all screens in the detail area.

Those sections allows to set information or add information to an item of the element.

.. figure:: /images/GUI/COMMON_SCR_CommonSection.png
   :alt: A view of ProjeQtOr's global interface
   
   A view of ProjeQtOr's global interface



.. topic:: Interface areas:

   |one| :ref:`description-section`
   
   |two| :ref:`allocation-section` [Project]
   
   |two| :ref:`assignment-section` [Activity]
   
   |three| :ref:`treatment-section`
   
   |four| :ref:`Configuration<configuration-project>`
   
   |five| :ref:`display-sub-project-activity`
   
   |six| :ref:`predSuces-element-section`
   
   |seven| :ref:`progress-section` 
   
   |eight| :ref:`linkelement-section`
   
   |nine| :ref:`attachment-section`
   
   |ten| :ref:`note-section`
   









.. _description-section:

Description section
-------------------

This section allows to identify items of the element.

Each element has its own description section. The description fields are not the same depending on the element or even its type.

Most of the fields available for each element offer the possibility of having a search view and an accelerator to access other elements.

See: :ref:`Combo list fields<combo-list-fields>`

    




   
     
     
    






.. index:: Project Allocation, Allocation section

.. _allocation-section:

Allocations section
-------------------

.. figure:: /images/GUI/COMMON_ZONE_AllocationSection.png
   :alt: Allocation section
   
   Allocation section

This section allows to manage resource allocation to projects.


.. sidebar:: Concepts 

   * :ref:`profiles-definition`
   * :ref:`allocation-to-project`
   
   
.. list-table::
   :header-rows: 1

   * - Field
     - Description
   * - :term:`Id`
     - Unique Id for the allocation.
   * - Resource
     - Name of the allocated resource.
   * - Profile
     - Selected profile. Determine the profile on this project. A resource can have a different profile on each of the projects to which it is assigned.
   * - Start date
     - Start date of allocation. The software will take these dates into account for the work calculation.
   * - End date
     - End date of allocation. The software will take these dates into account for the work calculation.
   * - Rate
     - Allocation rate for the project (%).




* Click on |Add| to create a new allocation. 
* Click on |Team| to allocate a team on the project
* Click on |Organization| to allocate an organization on the project
* Click on |Edit| to update an existing allocation.
* Click on |Delete| to delete the corresponding allocation.
* Click on |Switch| to :ref:`replace resource<replace-resource-allocation>` on the corresponding allocation. 


Closed allocation are indicated with a gray background.

The contact and users sections only display those who only have this role.   
   
Click on the resource name to go directly to the selected resource.


.. _allocationrate:

 .. compound:: Allocation rate
 
   The allocation rate on the resource calculates the percentage of allocation to be taken into account for the planning according to the calendar of the resource.

   For example, if the resource has a standard France calendar, then the resource works 5 days a week.

   * His assignment rate on the project is 100%, the resource can be scheduled without a ceiling and can possibly work on this project up to 5 days a week.
   
   * His assignment rate on the project is 50%, so the resource can be scheduled for a maximum of 2.5 days per week on this project.
   
   * His assignment rate on the project is 20% so the resource can be scheduled for a maximum of 1 day per week on the project 



      
.. _replace-resource-allocation:

 .. compound:: Replace resource
   
   * Replace resource on an allocation: all tasks assigned will be transferred to the new resource with assigned and left work.
   
   * Work done on tasks still belongs the old resource.
   
   .. figure:: /images/GUI/COMMON_BOX_ReplaceAffectation.png
      :alt: Dialog box - Replace allocation 
      :align: center
      
      Replace allocation dialog window


   .. tabularcolumns:: |l|l|
   
   .. list-table:: Replace allocation dialog box - Required field |ReqFieldLegend| 
      :header-rows: 1
   
      * - Field
        - Description
      * - |RequiredField| Resource
        - Resource list.
      * - Capacity (FTE)
        - The capacity of the resource selected
      * - |RequiredField| Profile
        - Profile list.
      * - |RequiredField| Rate
        - Rate (in %) of the allocation to the project
      * - Start date
        - Start date of allocation
      * - End date
        - End date of allocation





.. warning:: An alert is generated when deleting self allocation










.. index:: Assigment section

.. _assignment-section:

Assignment section
------------------

This section allows to manage assignment of resources to tasks.

Assigning a resource to a task makes it possible to define its function on the latter and its daily cost, if defined during the creation of the resource.

.. figure:: /images/GUI/COMMON_ZONE_PageAssignment.png
   :alt: activity page with assigment

   Activity page with assigment

.. important::
    * Only project resources can be assigned to project tasks.
    * If actual work exists for an assignment, it cannot be deleted.
    
.. figure:: /images/GUI/COMMON_ZONE_AssignmentSection.png
   :alt: assignment section
   
   Assignment section 
    
.. sidebar:: Concepts 

   * :ref:`resource-function-cost`
   * :ref:`PeriodandRate`

.. list-table:: Fields of assignment list
   :header-rows: 1

   * - Field
     - Description
   * - Resource
     - Name of the resource assigned to the task.
   * - Rate (%)
     - Rate planned for this resource to the task.
   * - Assigned
     - The work initially planned for this resource to the task.
   * - Real
     - Sum of work done by this resource to the task.
   * - Left
     - Remaining work to this resource to complete the task.


* Click on |Add| to assign a new resource.
* Click on |Team| to assign an entire  team to the activity
* Click on |Organization| to assign an entire organization to the activity
* Click on |TeamResource| to assign a pool of resources to the activity

* Switch th button **automatic assignment of the project team** to assign the project team automatically to the activity

* Click on |Edit| to modify the assignment.
* Click on |Delete| to delete the assignment.
* Click on |Split| to divide the assignment (two equal parts between two resources) 
* Click on |Goto| to go directly to the allocation sheet for this resource. 
* You may have this button at the top of the assignment area if you are assigned to the item yourself.

* Click on the name of the resource to access the details on the resource screen.
* The closed assignments are displayed on a gray background.

.. note:: 

   If the person assigned to the projet as contact is also a resource, then it will appear in resource. 






.. rubric:: Add a new assignment



.. figure:: /images/GUI/COMMON_BOX_Assignment.png
   :alt: Dialog box - Assignment 
   :align: center
   
   Assignment dialog box

.. tabularcolumns:: |l|l|

.. list-table:: Fields - Assignment dialog box
   :header-rows: 1

   * - Field
     - Description
   * - Resource
     - Resource list.
   * - Function
     - Function list. The main function defined for the resource will be display first.
   * - Cost
     - Daily cost defined for the resource and its function.
   * - Rate
     - The max rate (%) to plan the resource on the task by day.
   * - Assigned work
     - The work initially planned for this resource to the task.
   * - Real work
     - Sum of work done by this resource to the task.
   * - Left work
     - Remaining work to this resource to complete the task. .. code:: [Left work] = [Assigned Work] – [Real Work] - Project leaders can adjust this value to estimate the work needed to complete the task by the resource.
   * - Reassessed work
     - The new total work planned to complete the task. [Reassessed work] = [Real Work] + [Left Work]
   * - Comments
     - Any comment on the allocation. When a comment exists, |Comment| will appear on the assignment list, and on the description of the activity on the “real work allocation” screen. Moving the mouse over the icon will display the comment.

 
.. _assignmentrate:

 .. compound:: Assignment rate
 
   The assignment rate on the resource calculates the percentage of assignment to take into account for the planning according to the FTE of the resource.

   For example, if the resource has an FTE of 1 then the resource works the whole day.

   * Its assignment rate on the activity is 100%, the resource may be planned without a ceiling and may possibly work full days on this project.

   * Its activity assignment rate is 50%, so the resource can be planned for a maximum of 0.5 per day.

   * Its assignment rate on the activity is 20% so the resource can be planned 0.2 per day at most.
   
   
   

Multiple assignment to a task
=============================

   * A resource can be assigned more than once to a task.
   * Allows to assign the resource to the same task with a different function (different daily cost).
   * Allows to add extra work without modifying initial assignment.


.. _automatic-assignment:

Automatic assignment to a task
==============================

   You can automatically assign the entire project team (all the resources assigned to the project) to a given activity. 
   
   This assignment is dynamic, when you add a resource to the project it is automatically added to the activity.
   
   
   * Switch the button to automatically assign the ressources of the project to the activity.

   * The entire project team will be added to the assignment table.
   
      * We only take into account the resources assigned directly to the project of the activity, not the parent project, 
      * The allocation must not be closed
      * The assignment function is the default function of the resource
      * Rated load is zero
      * Assignment rate is 100%

   .. important:: Only Resources assigned to the project are assigned, not users or contacts who are not also resources.


   * If you remove a resource from the assignment, that resource is not removed from the project.

   * Automatic assignment does not generate duplicates. If a resource already exists in the assignments, its assignment is not duplicated.

   * On the other hand, if the assignment is closed it will be reopened (if the activity is not itself closed).
   
   * If the allocation of the resource on the project is deleted or closed then the assignment on the activity is automatically closed so that resources can no longer be attributed to the activity even if the resource has work remaining.



.. note:: When this option is unchecked, the assignments will not be deleted (there is no way to know if the assignment was generated dynamically or manually). Only the automation for newly assigned Resources will be disabled.






.. _recurrent-mode-assign:

Recurrent mode assignment
=========================

The recurring planning mode is the only mode that, by default, covers the entire duration of the project.

If the project is lengthened, then the task in recurring mode will lengthen accordingly.

.. figure:: /images/GUI/GANTT_BOX_RecurrentAssignment.png
   :alt: Recurring assignment
   
   Recurring assignment


During the assignment, you distribute the workload of your resource on a weekly basis.

You can enter a different value for each day of the week.

The :kbd:`copy` is an accelerator to copy the entered value on Monday every other day.

The total load will be calculated after validation according to the duration of your project and the assigned times.

.. warning:: 

   * It is a priority planning method.
   * Using this mode can add a significant workload!.














.. _plannedintervention-assign:

Planned Interventions assignment
================================

The assigned workload is no longer determined but will be entered on a calendar which can be clicked, per half-day.

See: :ref:`Planned interventions assignment<plannedintervention-assign>`

 .. compound:: Display Manual planning calendar  

   * Click on |Add| to add a new assignment. 
   
   * To see the workload distribution table, select the resource and confirm. Then click on the edit button.

      * If the assignment already exists, click directly on the |Edit|.

      * The calendar will then be displayed in the assignment window..
   
   * The display starts in the current month and spans the next six months.
   
   * Each box is divided into two half days. The assigned work is then automatically the sum of the selected half-days.
   

   

.. figure:: /images/GUI/GANTT_BOX_PlanningManual-Assignment.png
   :alt: Assigment with the Manual planning mode
   
   Assigment with the Manual planning mode
   
The workload saved in this window will be displayed to the :ref:`planned interventions<planned-interventions>` screen.




 .. compound:: Distribution of the workload for a new assignment 

   * click on a box to enter a workload.

     Depending on the :ref:`global parameter<GP-effectCapacity>`, this workload will be either planned work or real work. 
   
   * Each day is represented by two half-days (am and pm)

   * You can plan for the 6 months following the date of the assignment

   * The half-days filled in will be visible on the screen of planned interventions

   * Save this data with the save button
   

.. _activity-on-real-time: 

Activity on real time
=====================

When you check the activity option at the time spent on an activity then several fields will no longer be accessible and a recalculation of the load will be carried out:

* Recalculation of the rated load = revised load when modifying the remainder to be done

* Recalculation of the remainder to be done = rated load - actual load when changing the assigned load. This is the existing operation in all cases

* Prohibition to modify the assigned load to a value lower than the actual load. You will then have a blocking message



.. _treatment-section: 

Treatment section
-----------------

This section contains information on the treatment of articles, ie on the life and progress of the element.

It usually contains status information, macro reports, situations or those responsible for the work of this element.   

.. figure:: /images/GUI/COMMON_ZONE_Treatment.png
   :alt: Treatment section
   
   Treatment section for project   

Depending on the item, this section may display different fields.

All the lists in this section are customizable.  


.. rubric:: Project tracking settings

This part of the section allows you to follow your project in a more visual way.

.. figure:: /images/GUI/COMMON_ZONE_FollowProject.png
   :alt: Project tracking settings

   Project tracking settings

On the Today screen, you can see this informations in the scope of the numbers counted in the Project Section.

.. figure:: /images/GUI/COMMON_ZONE_TodayScopeProject.png
   :alt: scope of the numbers counted 

   scope of the numbers counted in the project section on Today screen
   

.. rubric:: Macro status
 
The macros states work thanks to levers.
    
Several states are populated directly based on the information you record.
   
   
 .. compound:: in progress
    
   The field is filled in when you fill in the first charge on your timesheet.

   Please note, the date recorded in the in progress field is the date on which the charge is entered and not the day on which it is entered.
    
 .. compound:: Done
    
   The field is filled in when you fill in the last charge on your timesheet.

   The remaining time MUST therefore be at 0 for this field to be completed.
    
 .. compound:: Closed
    
   The field is filled in when you close an element
    
 .. compound:: Cancelled

   The field is filled in when you cancel the element via the status of your workflow



.. rubric:: Other options

ProjeQtOr offers you several options to build your projects, protect them, or even pause them depending on the hazards you may encounter. 


 .. compound:: Fix planning

   * The project is never re-calculated.
   
   * It means the planning will always be the same whatever you do on other projects.
   
   .. important:: 
      
      This may lead to dependencies unconsistency.
   
 .. compound:: Paused 
 
   * Available on projects and activities.
 
   * The planning is never recalculated.
   
   * Unlike "fix planning", the current planning for the project is erased.
   
   * This is used to postpone the project to an undetermined date.   

 .. compound:: Non extendable project

   * You can't add new elements to this project, 
   
   * You can't delete elements from this project.
   
   * You can't move elements from/to this project.
      
   
 .. compound:: Under construction

   * The resource don't see it on timesheet.
   
   * The alerts are not generated

   * Emails are not sent.


 .. compound:: Exclude from global plan
 
   * Do not show the **not plannable** items for this project on the global planning view.

   * This means that only "standard" planning items will be displayed. Excluding actions, decisions, deliveries...
 

 .. compound:: Validated work treatment

   * Activates treatment of the validated work based on the sum of the work of the project orders.
   
   * Otherwise it will be calculated on the sum of the validated work of the activities




.. _working-hours:

Working hours
-------------


.. figure:: /images/GUI/COMMON_ZONE_WorkingHours.png
   :alt: Working hours for the project
   
   Working hours section for the project
   
   
Section visible if you have enabled the global setting to apply working hours to projects.

You can enter different times for each project.

These times will then be used for the automatisms using the delays.
 

See: :ref:`Global parameters<daily-work-hours-section>`

See: :ref:`Delay for tickets<delay-for-ticket>`



.. _configuration-project:

Configuration section
---------------------


.. figure:: /images/GUI/COMMON_ZONE_Configuration.png
   :alt: Configuration section
   
   Configuration section
   
   
You can view the products and product versions related to this project.

Click on the product name or product version to go to their respective screens.

See: :ref:`Configuration Management<ConfigurationManagement>`
   
   
   
   
   


.. index:: Progress section

.. _progress-section:

Progress section
----------------

This section allows all at once, define planning and follow-up the progress.

All planning elements have a progress section.

.. figure:: /images/GUI/COMMON_ZONE_ProgressSection.png
   :alt: Progress Section
   :align: center
   
   Progress section
   

Description of the different sections is grouped by the planning elements that have common fields and behavior.

Progress data are displayed in the same format, **but according to the planning element, fields can have another meaning or behavior.**

Below is the definition of the different columns that make up the Progress section.



.. _progress-section-date-duration:

Dates and duration
==================

The dates and durations section allow you to record and display different time information on your element.


.. rubric:: Validated

Validated dates are used for:

* Define the input parameters according to the selected planning mode - See: :ref:`Planning mode<planningmodeGantt>`

* Define the initial due dates as a reference in order to check any drifts in your project.

* Set a deadline by which the work must be completed. You will be able to compare your validated dates with the planned dates of the software to follow the possible drifts of your projects.

* Directly on the project screen, without any other constraint, determines the start of planning for it.



.. rubric:: Planned

Planned dates can be defined with:

 .. compound:: **Requested or validated dates**

    The planned dates can be initialized with validated dates or requested dates (whether validated dates are not specified).

 .. compound:: **Planning calculation**

    The planned dates are determined during the planning calculation. 
       
    The planning calculation is done according to tasks assigned to resources and their predecessors.

    .. note:: **Planning mode "Fixed duration"**

      The planned dates of tasks will be calculated depending on their predecessors and their specified duration.

    .. warning:: **Planned dates of parent element**
      
      At parent element level, dates are adjusted with the first planned start date and the last planned end date from all sub-elements.

      The planned start date is adjusted to the real start date when work began.


The planned dates are calculated by the software. You do not have the possibility to change these dates manually.

These dates are calculated according to the many constraints that you have defined (FTE, Rates, Dependencies, Charges, priorities, availability ...).

 .. compound:: Delay display

   If the dates entered in the validated dates are lower than the dates calculated by the software - the planned dates, then the planned end date box is red as well as the bar of the Gantt chart corresponding to the element.
   
   This then reflects a possible delay.
   
   .. figure:: /images/GUI/COMMON_ZONE_DelayDates.png
      :alt: planned dates greater than validated dates
      
      The planned dates are greater than validated dates 
   
   
.. rubric:: Real

These are the dates of work actually carried out. The work actually charged

The real start date is set when work began (In progress).

The real end date is set when no more remaining work (done).

.. note:: Real dates of parent element 

   The real start date will be propagated to parent elements up to project.
   
   The real end date for parent element will be initialized, when all sub-element have been completed.
   
   
The real work is actually being done. It is filled via the timesheet screen.

The items containing actual work cannot be deleted.

To enable this, you must first remove the actual work or configure the forced deletion in the :ref:`specific access<specific_access>`.


.. rubric:: Requested

Allows you to define forecast dates. These are generally the dates agreed with your client or the beneficiary of your activity..

Unless they are the only indicated, these dates have no impact on the planning.

If no validated date is specified and no constraints are applied then they can initialize the planned dates.

.. rubric:: Duration

The durations correspond to the number of days between the start and end dates.

These are always integer values, without decimals!

They are calculated automatically.

But you can also enter a start date and a number of whole days, the end date will be automatically calculated.





.. _progress-section-resource:

Costs and works
===============

The cost of resources is calculated thanks to the workload allocated to each resource on the tasks.

You must fill in a function associated with a daily cost for your resources.

See: :ref:`Function and cost<function-cost-resource>` on the resources screen





.. rubric:: Validated

Allows to define scheduled work and budgeted cost of resources.

 .. compound:: **Work**
 
    This value is used for calculation of the expected progress and project margin (work).

 .. compound:: **Cost**

    This value is used for calculation of project margin (cost).

.. note:: **Project**

   The values of work and cost can be initialized with the sum of total work and amount of all project orders.
   
   See: :ref:`Incomes<orders>`

.. rubric:: Assigned

Sum of planned work assigned to resources and estimated cost.

.. rubric:: Real

Sum of work done by resources and cost incurred.

.. rubric:: Left

Sum of estimated remaining work to complete tasks and ensuing costs.

Left work should be re-evaluated by resource while entering the real work on real work allocation screen.

Left work can also be changed on assignment, at project management level.

.. rubric:: Reassessed

Sum of resource total work that will be needed from start to end and the ensuing costs.

   .. code::
    
      [Reassessed] = [Real] + [Left]

.. topic:: Work on tickets

   * Sum of work done on tickets and costs is included in work of activity linked through the “planning activity” of tickets.
   * Sum of work done on tickets that don't link to any activity will be integrated in the work of the project.






.. _progress-section-expense-reserve:


Expense tracking
================
This section is used by Project.

See: :ref:`Project reserve<project-reserve>`

.. rubric:: Validated (Expense)

Allows to set the budgeted cost of project expenses.

This value is used for calculation of project margin (cost).


.. rubric:: Assigned (Expense)

Project expenses planned.

Sum of "planned amount" for all expenses on project.

.. rubric:: Real (Expense)

Project expenses committed.

Sum of "real amount" for all expenses on project.

.. rubric:: Left (Expense)

Project expenses not committed yet.

Sum of "planned amount" for expenses  for which "real amount" is not defined yet.

.. rubric:: Reassessed (Expense)

Spending projections.

Sum of Real + Left

.. rubric:: Left (Reserve)

Project reserve.

.. note:: **Total columns**

   Total is the sum of resources cost, expenses and reserve of their corresponding column.




.. _technical-progress:

Technical Progress
==================

The Technical Progress section allows you to display an advancement in units of work.


.. figure:: /images/GUI/COMMON_ZONE_TechnicalProgress.png
   :alt: Technical progress section
   
   Technical progress section
   
   
.. warning:: To display the technical progression section, which corresponds to an advancement in Unit of Work, you must position the option in the global parameters.
   
   See: :ref:`Global Parameters<gp_planning-section>`

The section technical progress is displayed on **Project** and **Activity** screen.

You determine the number of units of work to be performed on the activity.

The progress and the rest will be consolidated towards the father project and / or the mother activity. 


.. rubric:: Number of units

As for the dates and durations, you can enter several values for the realization of your units of works.

 .. compound:: To delivred

  Number of units to be delivered.
   
 .. compound:: To realise

  Number of units to be produced.

   
 .. compound:: Realised
 
  Number of units actually produced.
  
 .. compound:: Progress
 
  For advancement in unit of work, you can choose the way so it will be evaluated.
  
   .. compound:: Calculated
   
     Progress as a percentage is calculated by software.
     
   .. compound:: Manual
   
     You define yourself the progress of the realization of your units of works.    

 .. compound:: Weight
 
  The weight defines a certain importance on the realization of these units.

  It determines how the calculation of the progress of the work units will be calculated and consolidated.
      
   .. compound:: Manual
   
     You enter a value manually according to the unit of work to be done.
     
   .. compound:: Unity of work
   
     It is the number of units to deliver or to realize.  
     
        




.. raw:: latex

    \newpage

.. _progress-section-steering:

Steering
========
  
   
.. rubric:: Progress

Percentage of actual progress.

Calculated by the sum of the work done divided by sum of work reassessed.

   .. code:: 
      
      [Progress %] = [real work] / [reassessed work] 
      
      = [real work] / ( [real work] + [left work] )

 .. compound:: Expected

   Percentage of expected progress.
   
   Calculated by the sum of the work done divided by scheduled work.
   
      .. code:: 
         
         [Expected %] = [real work] / [validated work]

 .. compound:: WBS

   Hierarchical position in the global planning.

.. rubric:: Priority

Allows to define priority to a project or activity. 

By default, the value is set to "500" (medium priority).
  
1 being the highest priority and 999 the lowest priority.

See: :ref:`Planning priority<scheduling-priority>`.

See: :ref:`Steering section for activity<gantt-details-area>`



.. rubric:: Color
 
You can set a color on an element.
  
This color will be displayed on the bars of the Gantt chart.
  


Steering section Activity
'''''''''''''''''''''''''

.. figure:: /images/GUI/COMMON_ZONE_SteeringActivity.png
   :alt: Steering section on Project screen
   
   Steering section on activity screen
   
   
   
   
.. rubric:: Advancement

You can monitor the effectiveness of the progress of your project based on the data entered upstream on the validated dates.   
   
.. _progress-section-planning-mode:

.. rubric:: Planning mode

Used by Activity & Test session.

Depending on the planning mode selected, the calculation of your planning will not be executed in the same way.

* See :ref:`Concepts<planning-mode-concept>`
* See :ref:`Planning modes<planningmodeGantt>`

  
.. rubric:: Minimum threshold
 
When this value is set, the activity will only be scheduled on the day that the daily availability will be greater than or equal to this threshold.

You also have the option to add a new property to a "not splitted work" task.

This will require defining the minimum work to be allocated each day and thus filling in the minimum threshold field

Planning will require finding consecutive days with at least the given value possible.

See: :ref:`Minimum threshold<minimumthreshold>`


.. rubric:: Fix planning
 
Fix planning will avoid the recalculation of planning for an activity.
  
To fix the project see: :ref:`treatment-section`


.. rubric:: Paused
 
When an activity is paused, it is never recalculated.

Unlike **fix the planning**, the current schedule for the project is purged. 

This amounts to postponing the activity to an undetermined date. 

When this option is checked, the option **fix the planning** is automatically checked.
  

.. rubric:: Activity on real time
 
When you check the option ** activity at time spent ** then the validated load becomes read-only and the calculation of the validated load equals the revised load.

The option can be disabled manually even if it has been set to the activity type.

The option is incompatible with activities managed by "Work Units" (turnover module). The field will then not be visible and the "Unit of work", "complexity" and "quantity" fields will be hidden if the "activity over time" option is activated.

It will therefore be necessary to deactivate the option to make these fields reappear.

See: :ref:`Planning Activity<ticket-planning-activity>`


.. _progress-section-ticket:

.. rubric:: Ticket

.. figure:: /images/GUI/COMMON_ZONE_SteeringTickets.png
   :alt: Attached tickets
   
   Attached tickets
   
Allows tracking of tickets attached to the activity throught the "planning activity" field of tickets. 


.. topic:: Field Estimated and  Left

   The Estimated field will be highlighted when the sum of estimated work on the tickets is higher than the planned work on the activity.

   The Left field will be highlighted when the sum of remaining work on the tickets is higher than the remaining planned work on the activity.


 .. compound:: Show tickets attached

   * Click on |View| to show ticket list attached to the activity.
   * Click on a ticket name to directly move to it.
   
   .. figure:: /images/GUI/COMMON_BOX_ListOfTicket.png
      :alt: Dialog box - List of tickets 
      
      List of tickets
   

.. rubric:: Planning activity
 
Planning activity field allows to link the ticket with a planning activity

See: :ref:`Planning Activity<ticket-planning-activity>`


   
   
.. _margin:

Steering section Project
''''''''''''''''''''''''

.. figure:: /images/GUI/COMMON_ZONE_SteeringProject.png
   :alt: Steering section on Project screen
   
   Steering section on Project screen
   
    
.. rubric:: Margin

The margin is only displayed in the control section of the project screen.
   
   
  .. compound:: Margin (work)
  
    Used by Project.
    
    Calculated by the scheduled work minus the sum of work reassessed.

    .. code:: 
   
      [Margin] = [Validated work] - [Reassessed work]
   
      [Margin(%)] = ([Validated work] - [Reassessed work]) / [Validated work] 


  .. compound:: Margin (cost)

    Calculated by the budgeted cost (resource & expense) minus the total of reassessed cost.

    .. code:: 

      [Margin] = [Validated cost] - [Reassessed cost]
 
      [Margin(%)] = ([Validated cost] - [Reassessed cost]) / [Validated cost] 











   

.. _progress-section-milestone:

Progress section Milestone
''''''''''''''''''''''''''
.. figure:: /images/GUI/COMMON_ZONE_SteeringMilestone.png
   :alt: Steering section on milestone screen
   
   Steering section on milestone screen
   
This section allows to define planning and follow progress on a milestone.


.. rubric:: Requested

Allows to define the initial due date for the milestone.

Have no impact on planning.

.. rubric:: Validated

Allows to define the due date at which the milestone must be completed.

.. _planning-mode-milestone:

.. rubric:: Planned

Defined according to the selected planning mode.

 .. compound:: **Fixed milestone**

    * Planned due date is the value from validated due date field.
    * The milestone will not move, and may have successors.

 .. compound:: **Floating milestone**

    * Calculation of planned due date takes into account dependencies with tasks.
    * The milestone will move depending on predecessors.

.. rubric:: Real

Determined when the status of the milestone is “done”.


.. rubric:: Planning mode

Fixed milestone

Floating milestone

.. note::
   
   A milestone has no duration, so there are no start and end dates for a milestone, just a single date.
   
   
.. rubric:: WBS

Hierarchical position of the milestone in the global planning.


.. rubric:: Color

You can set a color on a milestone.
  
This color will be displayed on the bars of the Gantt chart.
   

.. raw:: latex

    \newpage


.. _progress-section-meeting:

Progress section Meeting
''''''''''''''''''''''''

.. figure:: /images/GUI/COMMON_ZONE_SteeringMeeting.png
   :alt: Steering section on meeting screen
   
   Steering section on meeting screen
   
This section allows to define priority and follow progress on a meeting.

 .. compound:: Validated

   Allows to define scheduled work and budgeted cost.

   Used to consolidate validated work and cost to the project.

 .. compound:: Assigned

   Sum of planned work assigned to attendees and the planned cost.

 .. compound:: Real

   Sum of work done by attendees and the cost.

 .. compound:: Left

   Sum of planned work remaining and the remaining amount.


 .. compound:: Color

   You can set a color on a meeting. 
  
   This color will be displayed on the bars of the Gantt chart.





.. raw:: latex

    \newpage

.. _display-sub-project-activity:

Sub-Project and Sub-Activity
----------------------------

On the projects screen, this section allows you to display the sub-projects linked to the selected one.

Click on the name of the sub-project to access its dedicated screen.

.. figure:: /images/GUI/COMMON_ZONE_SubProject.png
   :alt: display of sub projects
   
   Display of sub projects
 
 
In the same way, you can display on the activities screen, the sub-activities linked to the selected activity.

Click on the name of the sub-activity to access its dedicated screen.

.. figure:: /images/GUI/COMMON_ZONE_SubActivity.png
   :alt: display of sub activities
   
   Display of sub activities
   






.. index:: Todo list

.. _todolist:

Todo list
---------

You can create subtasks or steps for the selected items.


.. figure:: /images/GUI/COMMON_ZONE_Todolist.png
   :alt: todo list
   
   Todo list

* For each completed line, a new line appears after. You can register up to 4000 characters

* You can specify the urgency, the person in charge and the state of the point to be treated. 

* You can close a point to be addressed. It disappears from the lists. Display it again using the "closed" switch button.

* You can reorganize the list using the handles in front of the name of the point to be processed.

* To delete a line, completely delete the text and validate after the deletion popup.

* If the element has a manager defined, then it is automatically filled in as manager for each line created

* If the behavior of the item type was defined with the parameter "todo list required on done status" then the change of status to done is impossible if the items of the to-do lists are not all set to "done".

* the todo list is an element who can be copied in the copy options of an activity. 


.. rubric:: Todo list screen

* A screen dedicated to the point to be treated is available in the steering menu.

.. figure:: /images/GUI/COMMON_SCR_Todolist.png
   :alt: todo list screen
   
   Todo list screen


* You then have access to all your lists, all elements included.

* Filters are available to restrict the display of these. including the direct display of the version in the form of a listbox, with the possibility of changing the value of the element

* You display the color of the item's state




   
   
   
 
.. raw:: latex

    \newpage

.. _predSuces-element-section:

Predecessor and Sucessor
------------------------

This section allows to manage dependency link between planning elements.

A dependency can be created from the predecessor and/or successor planning element.

The dependency link can be created in the Gantt chart.

Click on the name of a predecessor or successor to go directly to the element.
  
.. seealso:: 

  * :ref:`Dependencies<dependencylinks>`
  
  * :ref:`Milestones<milestonesgantt>`

.. figure:: /images/GUI/COMMON_ZONE_Success&Predecessor.png
   :alt: Predecessor and Successor section
   :align: center
   
   Predecessor and Successor section


* Click on |Add| on the corresponding section to add a dependency link.
* Click on |Edit| to edit the dependency link.
* Click on |Delete| to delete the corresponding dependency link. 


In the NAME field, icons are displayed to indicate the type of dependencies

* |DependancyEE| End End dependency

* |DependancyES| End start dependency

* |DependancySS| Start start dependency



.. note:: 

   Recursive loops are controlled on saving.
   

   **Linked element list of values**
   
   By default, the list of values shows items of the same project.

   But, it is possible to link items from different projects.
   
   Click on |Search| to get the list of elements of all projects.   
   

   **Multi-value selection**

   Multi-line selection is possible using :kbd:`Control` or :kbd:`Shift` key while clicking.
   

   **Delay (late)**

   Days between predecessor end and successor start.
   

.. figure:: /images/GUI/COMMON_ZONE_Success&Predecessor_REDDate.png
   :alt: highlighting the date
   
   highlighting the date
   
Highlighting the date that will most constrain the next activity

.. raw:: latex

    \newpage

.. _linkelement-section:

Linked Elements section
-----------------------

This section allows to manage link between ProjeQtOr elements.

.. figure:: /images/GUI/COMMON_ZONE_LinkedElement.png
   :alt: Linked element section
   
   Linked element section


You associate items on different elements in the same project.

A project can be linked with other.

Click on an item name to directly move to it.

   * Click on |Add| to create a new link.
   * Click on |Delete| to delete the corresponding link.
   * Click on |Download| to download the document
   * Click on |Edit| to edit the comment linked to the element

      

 .. compound:: Reciprocally interrelated

   If Item A is linked to Item B, Item B is automatically linked to Item A.
   
   A link between items has no impact on them treatment.
   
      
 .. compound:: Linked element list of values
   
      By default, the list of values shows items of the same project. 
      
      But, it is possible to link items from different projects.
      
      Click on |Search| to get the list of elements of all projects.    



 .. compound:: Link with Document
 
   .. figure:: /images/GUI/COMMON_BOX_LinkedElement.png
      :alt: Add a new link to a document
      
      Add a new link to a document

  When a link to a document is selected. The document version can be selected.
   
   
  .. image:: /images/GUI/COMMON_ZONE_LinkedDocument.png

  Linked documents are available directly in linked elements list.
  



    .. compound:: Specified version
   
       A link with a document element offer the possibility to select a specific version.
       
       A direct link to version of the document is created.
   
    .. compound:: Not specified version
   
       If the version is not specified, the last version will be selected.
       
       The download will transfer always the last version of the document.





.. raw:: latex

    \newpage

.. index:: Attachment section

.. _attachment-section:

Attachments section
-------------------

This section allows you to attach files or hyperlinks to the selected item.


.. figure:: /images/GUI/COMMON_ZONE_AttachmentSection.png
   :alt: Attachments section
   :align: center
   
   Attachment section

You can attach all types of files


 .. compound:: Add a new file

   There are several ways to add a file.
   
   * In the section table of attached files
   
      * Click on |Add| to add an attachment file to an item.
      * Click on |Link| to add a hyperlink to an item.
     
   * In the attached files area in the toolbar of the details area
   
   * Directly on the detail area of the element by dragging and dropping
   
      
   .. figure:: /images/GUI/COMMON_BOX_attachmentFile.png
      :alt: Add an attachment file window
      :align: center
      
      Add an attachment file window
   
   * Filled in the description to give a name to the document will be attached.
   
   * Hover over the icon |Comment| to see the exact name of the document. Otherwise, the exact name of the document will be displayed.
     
     * Click on |Delete| to remove an attachment.
     * Click on |Download| to download the attached file.
     * Click on |Link| to access the hyperlink.
     * Click on |Edit| to edit the comment atached to the element
   
   
   You can select one or more files of different types with the shortcuts :kbd:`CTRL` when the files are not consecutive or :kbd:`SHIFT` for those that follow.



.. _file attached:

 .. compound:: Download a file
   
   Attachments are stored on the server side.
   
   The attachment directory is defined in: ref:`Global Settings<file-directory-section>`.











.. index:: Notes (section)

.. _note-section:

Notes section
-------------

This section allows to add notes on items of elements.

Notes are comments, that can be shared to track some information or progress.

* Click on |Add| to add a note to an item. 
* Click on |Edit| to edit the note.
* Click on |Delete| to delete the note.

  .. compound:: Predefined note
   
   The list of values appears whether a predefined note exists for an element or an element type.
   
   Selecting a predefined note  will automatically fill in the note text field.
   
   Predefined notes are defined in :ref:`predefined-notes`.
   
  .. compound:: Note visibility
   
   * **Public:** Visible by all members assigned to the project.
   * **Team:** Visible to every member of the creator’s team.
   * **Private:**  Visible only to the creator.




