# Lis 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.

## Functions

The function defines the generic competency of a resource.

Section Description

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.
Description | Complete description of this value.

## 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

Required fields
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.

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

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.

## 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

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.

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

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.

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

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.

## 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.

Section Description

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.

Field Icon

- If no icon is defined, color is used.

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

## Likelihoods

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

Section Description

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.

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

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.

## Severities

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

Section Description

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.

## Urgencies

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

Section Description

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.

## Priorities

The ticket priority defines the order to treat different tickets.

Section Description

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.

## Risk levels

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

Section Description

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.

## Feasibilities

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

Section Description

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.

## Efficiencies

The efficiency measures the result of an action.

Section Description

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.

## Payment deadlines

The payment deadline is stated on the bill.

Section Description

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.

Section Description

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.

## Delivery modes

The mode of delivery.

Section Description

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

## Measure units

The measure units.

Section Description

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.

## Budget orientation

The orientation of the budget

Section Description

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

Section Description

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.

## 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

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.

## Categories of project

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

Section Description

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.

## 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

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.

## 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

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.

## Incoming status

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

Section Description

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

## Deliverable status

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

Section Description

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

## 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

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.