.. include:: ImageReplacement.txt

.. index:: Function - Lists of values

.. title:: Lists of types

.. _list_of_type:

*************
List of Types
*************

.. raw:: latex

    \newpage

.. _type-restriction-section:

Types restrictions
------------------

Allows to limit values displayed in the list of values for each element type.

Restrictions can be defined for a project, a project type or a profile.

.. note:: **Types restrictions section on Project screen**

   To display types restrictions section:
   Go to :ref:`Global parameter > Tab Activity > Controls and Restrictions Section<gp-control-restict-section>`
   "allow type restriction on project" must be set to "Yes".
   Possibility to define more restrictions to a project against restrictions defined at the project type level.


.. rubric:: Type restriction management

.. figure:: /images/GUI/LISTofTYPE_ZONE_TypeRestriction.png
   :alt: Section - Restrict types 
   
   Restrict types section
   
   
* Click on :kbd:`Restrict types` button to display the dialog box.
   
* For each element type, select values that will be in the list of values displayed.

* By default, if no type of element is selected, all the values of the line will be displayed on each screen that will be affected. 

.. figure:: /images/GUI/LISTofTYPE_ZONE_Restriction.png
   :alt: Dialog box - Restrict types for the project 
   :align: center

.. rubric:: Displays element type names where a restriction is applied



Reminder : It means too, no restriction for remainding element types on each dedicated screen.

.. raw:: latex

    \newpage

.. index:: Project (Type)


.. _project-type:

Organization types
------------------

The type of organization allows you to define a common behavior on organizations.

Management of :ref:`Organizations` allows to edit the structure of the company in the frame of organizations


.. rubric:: Section Description

.. sidebar:: Other sections

   * :ref:`Behavior <behavior-section>`
   * :ref:`Types restrictions<type-restriction-section>`
   
.. tabularcolumns:: |l|l|

.. list-table:: Required fields |ReqFieldLegend|
   :widths: 20, 80
   :header-rows: 1

   * - Field
     - Description
   * - :term:`Id`
     - Unique Id for the type.
   * - |RequiredField| Name
     - Name of the type.
   * - Code
     - :term:`Code of the project type`.
   * - Sort order
     - Number to define order of display in lists.
   * - :term:`Closed`
     - Box checked indicates the type is archived.
   * - Description
     - Description of the type.



.. raw:: latex

    \newpage

.. index:: Project (Type)


.. _project_type:

Projects types
--------------

Project type is a way to define common behavior on group of projects.

.. glossary::

   Code of the project type

      Some important behavior will depend on code of the project type.


.. figure:: /images/GUI/LISTOFTYPE_ZONE_Codes.png
   :alt: code of different types of project 
   
   
.. topic:: **OPE** : Operational project

   Most common project to follow activity.

   All new types are created with **OPE** code.
   

.. topic:: **ADM** : Administrative project

   Type of project to follow non productive work : holidays, sickness, training, …

   Every resource will be able to enter some real work on such projects, without having to be allocated to the project, nor assigned to project activities.

   Assignments to all project task will be automatically created for users to enter real work.
   

.. topic::  **TMP** : Template project 

   These projects will not be used to follow some work.
   
   They are just designed to define templates, to be copied as operational projects.

   Any project leader can copy such projects, without having to be allocated to them.
   

.. rubric:: Section Description

.. sidebar:: Other sections

   * :ref:`Behavior <behavior-section>`
   * :ref:`Types of restrictions <type-restriction-section>`

.. tabularcolumns:: |l|l|

.. list-table:: Required fields |ReqFieldLegend|
   :widths: 20, 80
   :header-rows: 1

   * - Field
     - Description
   * - :term:`Id`
     - Unique Id for the type.
   * - |RequiredField| Name
     - Name of the type.
   * - Code
     - :term:`Code of the project type`.
   * - |RequiredField| Workflow
     - Defined the workflow ruling status change for items of this type (see: :ref:`workflow`).
   * - Sort order
     - Number to define order of display in lists.
   * - Billing type
     - Will define billing behavior (see: :ref:`Incomes<Billing_types>`).
   * - :term:`Closed`
     - Box checked indicates the type is archived.
   * - Description
     - Description of the type.

.. raw:: latex

    \newpage


.. index:: Ticket (Type)

.. _ticket-type:

Tickets types
-------------
   
Ticket type is a way to define common behavior on group of tickets.

.. rubric:: Section Description

.. sidebar:: Other sections

   * :ref:`Behavior <behavior-section>`

.. tabularcolumns:: |l|l|

.. list-table:: Required fields |ReqFieldLegend|
   :widths: 20, 80
   :header-rows: 1

   * - Field
     - Description
   * - :term:`Id`
     - Unique Id for the type.
   * - |RequiredField| Name
     - Name of the type.
   * - Code
     - Code of the type.
   * - |RequiredField| Workflow
     - Defined the workflow ruling status change for items of this type (see: :ref:`workflow`).
   * - Sort order
     - Number to define order of display in lists.
   * - :term:`Closed`
     - Box checked indicates the type is archived.
   * - Description
     - Description of the type.

.. raw:: latex

    \newpage
    
.. index:: Activity (Type)

.. _activity-type:

Activities types
----------------
  
Activity type is a way to define common behavior on group of activities.

.. rubric:: Section Description

.. sidebar:: Other sections

   * :ref:`Behavior <behavior-section>`

.. tabularcolumns:: |l|l|

.. list-table:: Required fields |ReqFieldLegend|
   :widths: 30, 70
   :header-rows: 1

   * - Field
     - Description
   * - :term:`Id`
     - Unique Id for the type.
   * - |RequiredField| Name
     - Name of the type.
   * - Code
     - Code of the type.
   * - |RequiredField| Workflow
     - Defined the workflow ruling status change for items of this type (see: :ref:`workflow`).
   * - |RequiredField| Default planning mode
     - Default planning mode for type. 
   * - Sort order
     - Number to define order of display in lists.
   * - :term:`Closed`
     - Box checked indicates the type is archived.
   * - Description
     - Description of the type.

.. raw:: latex

    \newpage

.. index:: Milestone (Type)

.. _milestone-type:

Milestones types
----------------

   
Milestone type is a way to define common behavior on group of milestones.

.. rubric:: Section Description

.. sidebar:: Other sections

   * :ref:`Behavior <behavior-section>`

.. tabularcolumns:: |l|l|

.. list-table:: Required fields |ReqFieldLegend|
   :widths: 30, 70
   :header-rows: 1

   * - Field
     - Description
   * - :term:`Id`
     - Unique Id for the type.
   * - |RequiredField| Name
     - Name of the type.
   * - Code
     - Code of the type.
   * - |RequiredField| Workflow
     - Defined the workflow ruling status change for items of this type (see: :ref:`workflow`).
   * - |RequiredField| Default planning mode
     - Default planning mode for type. 
   * - Sort order
     - Number to define order of display in lists.
   * - :term:`Closed`
     - Box checked indicates the type is archived.
   * - Description
     - Description of the type.

.. raw:: latex

    \newpage
    
.. index:: Budget (Type)

.. _budget-type:

Budget types
------------

Budget types are a way to define the best budget for each project/activity. 

Estimated budget, cash, investment, sale ...

.. rubric:: Section Description

.. sidebar:: Other sections

   * :ref:`Behavior <behavior-section>`
   
.. tabularcolumns:: |l|l|

.. list-table:: Required fields |ReqFieldLegend|
   :widths: 20, 80
   :header-rows: 1

   * - Field
     - Description
   * - :term:`Id`
     - Unique Id for the type.
   * - |RequiredField| Name
     - Name of the type.
   * - Code
     - Code of the type.
   * - |RequiredField| Workflow
     - Defined the workflow ruling status change for items of this type (see: :ref:`workflow`).
   * - Sort order
     - Number to define order of display in lists.
   * - :term:`Closed`
     - Box checked indicates the type is archived.
   * - Description
     - Description of the type.

.. raw:: latex

    \newpage
    
.. index:: Call for tender (Type)

.. _call_for_tender-type:

Call for tender types
---------------------

The types of calls for tenders make it possible to define the best procedure for launching calls with respect to the organization of your company:

the open, restricted tender, with minimum capacity requirements or pre-selection;

.. sidebar:: Other sections

   * :ref:`Behavior <behavior-section>`

.. tabularcolumns:: |l|l|

.. list-table:: Required fields |ReqFieldLegend|
   :header-rows: 1

   * - Field
     - Description
   * - :term:`Id`
     - Unique Id for the type.
   * - |RequiredField| Name
     - Name of the type.
   * - Code
     - Code of the type.
   * - |RequiredField| Workflow
     - Defined the workflow ruling status change for items of this type (see: :ref:`workflow`).
   * - Sort order
     - Number to define order of display in lists.
   * - :term:`Closed`
     - Box checked indicates the type is archived.
   * - Description
     - Description of the type.



.. raw:: latex

    \newpage

.. index:: Supplier Contract (Type)

.. _supplier-contract-type:

Supplier contract types
-----------------------

Supplier contract types are a way of defining the type of contract with a supplier. 

Types of contract are already pre-registered: management assistance, hosting, technical improvement or Maintenance and support


.. tabularcolumns:: |l|l|

.. list-table:: Required fields |ReqFieldLegend|
   :widths: 20, 80
   :header-rows: 1

   * - Field
     - Description
   * - :term:`Id`
     - Unique Id for the type.
   * - |RequiredField| Name
     - Name of the type.
   * - Code
     - Code of the type.
   * - |RequiredField| Workflow
     - Defined the workflow ruling status change for items of this type (see: :ref:`workflow`).
   * - Sort order
     - Number to define order of display in lists.
   * - :term:`Closed`
     - Box checked indicates the type is archived.
   * - Description
     - Description of the type.



.. raw:: latex

    \newpage

.. index:: Supplier Contract (Type)

.. _client-contract-type:

Client contract types
---------------------

Client contract types are a way of defining the type of contract with a client. 

Types of contract are already pre-registered: management assistance, hosting, technical improvement or Maintenance and support


.. tabularcolumns:: |l|l|

.. list-table:: Required fields |ReqFieldLegend|
   :widths: 20, 80
   :header-rows: 1

   * - Field
     - Description
   * - :term:`Id`
     - Unique Id for the type.
   * - |RequiredField| Name
     - Name of the type.
   * - Code
     - Code of the type.
   * - |RequiredField| Workflow
     - Defined the workflow ruling status change for items of this type (see: :ref:`workflow`).
   * - Sort order
     - Number to define order of display in lists.
   * - :term:`Closed`
     - Box checked indicates the type is archived.
   * - Description
     - Description of the type.


.. raw:: latex

    \newpage

.. index:: Provider Tender (Type)

.. _provider_tender_type:

Provider tender types
---------------------

  
Quote types allow you to organize and categorize the different offers received by your suppliers

.. rubric:: Section Description

.. sidebar:: Other sections

   * :ref:`Behavior <behavior-section>`

.. tabularcolumns:: |l|l|

.. list-table:: Required fields |ReqFieldLegend|
   :widths: 20, 80
   :header-rows: 1

   * - Field
     - Description
   * - :term:`Id`
     - Unique Id for the type.
   * - |RequiredField| Name
     - Name of the type.
   * - Code
     - Code of the type.
   * - |RequiredField| Workflow
     - Defined the workflow ruling status change for items of this type (see: :ref:`workflow`).
   * - Sort order
     - Number to define order of display in lists.
   * - :term:`Closed`
     - Box checked indicates the type is archived.
   * - Description
     - Description of the type.

.. raw:: latex

    \newpage

.. index:: Order to provider (Type)

.. _order_provider_type:

Order to Provider types
-----------------------
   
Vendor order types categorize the subject of the request: service or product

.. rubric:: Section Description

.. sidebar:: Other sections

   * :ref:`Behavior <behavior-section>`
   
.. tabularcolumns:: |l|l|

.. list-table:: Required fields |ReqFieldLegend|
   :widths: 20, 80
   :header-rows: 1

   * - Field
     - Description
   * - :term:`Id`
     - Unique Id for the type.
   * - |RequiredField| Name
     - Name of the type.
   * - Code
     - Code of the type.
   * - |RequiredField| Workflow
     - Defined the workflow ruling status change for items of this type (see: :ref:`workflow`).
   * - Sort order
     - Number to define order of display in lists.
   * - :term:`Closed`
     - Box checked indicates the type is archived.
   * - Description
     - Description of the type.


.. raw:: latex

    \newpage

.. index:: Provider Bill (Type)

.. _provider_bill_type:

Provider bill types
-------------------

There is a wide variety of invoice types. Each one is used in specific circumstances and requires the respect of protocols concerning their constitution and their emission. 

You can create as many invoice types as you need.

.. rubric:: Section Description

.. sidebar:: Other sections

   * :ref:`Behavior <behavior-section>`
   
.. tabularcolumns:: |l|l|

.. list-table:: Required fields |ReqFieldLegend|
   :widths: 20, 80
   :header-rows: 1

   * - Field
     - Description
   * - :term:`Id`
     - Unique Id for the type.
   * - |RequiredField| Name
     - Name of the type.
   * - |RequiredField| Workflow
     - Defined the workflow ruling status change for items of this type (see: :ref:`workflow`).
   * - Sort order
     - Number to define order of display in lists.
   * - :term:`Closed`
     - Box checked indicates the type is archived.
   * - Description
     - Description of the type.

.. raw:: latex

    \newpage
    
.. index:: Payment to provider (Type)

.. _payment_provider_type:

Payments to provider types
--------------------------

Payment type is a way to define common behavior on group of payments.

.. rubric:: Section Description

.. sidebar:: Other sections

   * :ref:`Behavior <behavior-section>`
   
.. tabularcolumns:: |l|l|

.. list-table:: Required fields |ReqFieldLegend|
   :widths: 20, 80
   :header-rows: 1

   * - Field
     - Description
   * - :term:`Id`
     - Unique Id for the type.
   * - |RequiredField| Name
     - Name of the type.
   * - |RequiredField| Workflow
     - Defined the workflow ruling status change for items of this type (see: :ref:`workflow`).
   * - Sort order
     - Number to define order of display in lists.
   * - :term:`Closed`
     - Box checked indicates the type is archived.
   * - Description
     - Description of the type.



.. index:: Expense (Individual expense type)

.. _individual-expense-type:

Individual expenses types
-------------------------

Individual expense type is a way to define common behavior on group of individual expense.

.. rubric:: Section Description

.. sidebar:: Other sections

   * :ref:`Behavior <behavior-section>`
   
.. tabularcolumns:: |l|l|

.. list-table:: Required fields |ReqFieldLegend|
   :widths: 20, 80
   :header-rows: 1

   * - Field
     - Description
   * - :term:`Id`
     - Unique Id for the type.
   * - |RequiredField| Name
     - Name of the type.
   * - |RequiredField| Workflow
     - Defined the workflow ruling status change for items of this type (see: :ref:`workflow`).
   * - Sort order
     - Number to define order of display in lists.
   * - :term:`Closed`
     - Box checked indicates the type is archived.
   * - Description
     - Description of the type.

.. raw:: latex

    \newpage

.. index:: Expense (Project expense type)

.. _project-expense-type:

Project expenses types
----------------------

Project expense type is a way to define common behavior on group of project expense.

.. rubric:: Section Description


.. sidebar:: Other sections

   * :ref:`Behavior <behavior-section>`
   
.. tabularcolumns:: |l|l|

.. list-table:: Required fields |ReqFieldLegend|
   :widths: 20, 80
   :header-rows: 1

   * - Field
     - Description
   * - :term:`Id`
     - Unique Id for the type.
   * - |RequiredField| Name
     - Name of the type.
   * - |RequiredField| Workflow
     - Defined the workflow ruling status change for items of this type (see: :ref:`workflow`).
   * - Sort order
     - Number to define order of display in lists.
   * - :term:`Closed`
     - Box checked indicates the type is archived.
   * - Description
     - Description of the type.

.. raw:: latex

    \newpage

.. index:: Expense (Detail type)

.. _expense-detail-type:

Expenses details types
----------------------

Expense detail type is a way to define common behavior and calculation mode on group of expense details.


.. rubric:: Section Description

.. tabularcolumns:: |l|l|

.. list-table:: Required fields |ReqFieldLegend|
   :widths: 20, 80
   :header-rows: 1

   * - Field
     - Description
   * - :term:`Id`
     - Unique Id for the type.
   * - |RequiredField| Name
     - Name of the type.
   * - Sort order
     - Number to define order of display in lists.
   * - Value / unit
     - Define calculation mode for the detail type. 
   * - :term:`Closed`
     - Box checked indicates the type is archived.
   * - Description
     - Description of the type.



.. topic:: Field **Value / unit**
   
    * If unit is set and not value, this line will be imputable.
    * If both unit and value are set, the line will be read only.
    * Result cost will be the multiplication between each of the three non empty line values.

.. rubric:: Section **Scope**

.. tabularcolumns:: |l|l|

.. list-table::
   :widths: 20, 80
   :header-rows: 1

   * - Field
     - Description
   * - Individual expense
     - Details type of individual expense.
   * - Project expense
     - Details type of project expense.

.. raw:: latex

    \newpage

.. index:: Client quotation (Type)

.. _client_quotation_type:

Client Quotations types
-----------------------

.. sidebar:: Other sections

   * :ref:`Behavior <behavior-section>`

Customer quote types allow you to define common behaviors on a quote group, such as the type of billing that will be applied

.. rubric:: Section Description

.. tabularcolumns:: |l|l|

.. list-table:: Required fields |ReqFieldLegend|
   :widths: 20, 80
   :header-rows: 1

   * - Field
     - Description
   * - :term:`Id`
     - Unique Id for the type.
   * - |RequiredField| Name
     - Name of the type.
   * - Code
     - Code of the type.
   * - |RequiredField| Workflow
     - Defined the workflow ruling status change for items of this type (see: :ref:`workflow`).
   * - Sort order
     - Number to define order of display in lists.
   * - :term:`Closed`
     - Box checked indicates the type is archived.
   * - Description
     - Description of the type.

.. raw:: latex

    \newpage

.. index:: Client order (Type)

.. _client_order_type:

Client order types
------------------

Client order types allow you to define common order behaviors, such as billing

.. rubric:: Section Description

.. sidebar:: Other sections

   * :ref:`Behavior <behavior-section>`
   
.. tabularcolumns:: |l|l|

.. list-table:: Required fields |ReqFieldLegend|
   :widths: 20, 80
   :header-rows: 1

   * - Field
     - Description
   * - :term:`Id`
     - Unique Id for the type.
   * - |RequiredField| Name
     - Name of the type.
   * - Code
     - Code of the type.
   * - |RequiredField| Workflow
     - Defined the workflow ruling status change for items of this type (see: :ref:`workflow`).
   * - Sort order
     - Number to define order of display in lists.
   * - :term:`Closed`
     - Box checked indicates the type is archived.
   * - Description
     - Description of the type.

.. raw:: latex

    \newpage

.. index:: Bill (Type)

.. _client_bill_type:

Client Bills types
------------------

Bill type is a way to define common behavior on group of bills.

.. rubric:: Section Description

.. sidebar:: Other sections

   * :ref:`Behavior <behavior-section>`
   
.. tabularcolumns:: |l|l|

.. list-table:: Required fields |ReqFieldLegend|
   :widths: 20, 80
   :header-rows: 1

   * - Field
     - Description
   * - :term:`Id`
     - Unique Id for the type.
   * - |RequiredField| Name
     - Name of the type.
   * - Code
     - Code of the type.
   * - |RequiredField| Workflow
     - Defined the workflow ruling status change for items of this type (see: :ref:`workflow`).
   * - Sort order
     - Number to define order of display in lists.
   * - :term:`Closed`
     - Box checked indicates the type is archived.
   * - Description
     - Description of the type.

.. raw:: latex

    \newpage

.. index:: Client payments (Type)

.. _client_payments_type:

Client payments types
---------------------

customer payment type defines how the customer will pay the bill

.. sidebar:: Other sections

   * :ref:`Behavior <behavior-section>`
   
   
.. tabularcolumns:: |l|l|

.. list-table:: Required fields |ReqFieldLegend|
   :widths: 20, 80
   :header-rows: 1

   * - Field
     - Description
   * - :term:`Id`
     - Unique Id for the type.
   * - |RequiredField| Name
     - Name of the type.
   * - Code
     - Code of the type.
   * - |RequiredField| Workflow
     - Defined the workflow ruling status change for items of this type (see: :ref:`workflow`).
   * - Sort order
     - Number to define order of display in lists.
   * - :term:`Closed`
     - Box checked indicates the type is archived.
   * - Description
     - Description of the type.

.. raw:: latex

    \newpage


.. index:: Catalog (Type)

.. _catalog-type:

Catalog types
-------------

catalog types allow you to defune what type of item you produce or sell to your customers: products, services ...

.. rubric:: Section Description

.. sidebar:: Other sections

   * :ref:`Behavior <behavior-section>`
   
.. tabularcolumns:: |l|l|

.. list-table:: Required fields |ReqFieldLegend|
   :widths: 20, 80
   :header-rows: 1

   * - Field
     - Description
   * - :term:`Id`
     - Unique Id for the type.
   * - |RequiredField| Name
     - Name of the type.
   * - Code
     - Code of the type.
   * - Sort order
     - Number to define order of display in lists.
   * - :term:`Closed`
     - Box checked indicates the type is archived.
   * - Description
     - Description of the type.
     
.. raw:: latex

    \newpage

.. index:: Risk (Type)

.. _risk-type:

Risks types
-----------

Risk type is a way to define common behavior on group of risks.

.. rubric:: Section Description

.. sidebar:: Other sections

   * :ref:`Behavior <behavior-section>`

.. tabularcolumns:: |l|l|

.. list-table:: Required fields |ReqFieldLegend|
   :widths: 20, 80
   :header-rows: 1

   * - Field
     - Description
   * - :term:`Id`
     - Unique Id for the type.
   * - |RequiredField| Name
     - Name of the type.
   * - Code
     - Code of the type.
   * - |RequiredField| Workflow
     - Defined the workflow ruling status change for items of this type (see: :ref:`workflow`).
   * - Sort order
     - Number to define order of display in lists.
   * - :term:`Closed`
     - Box checked indicates the type is archived.
   * - Description
     - Description of the type.

.. raw:: latex

    \newpage
    
.. index:: Opportunity (Type)

.. _opportunity-type:

Opportunities types
-------------------

Opportunity type is a way to define common behavior on group of opportunities.

.. rubric:: Section Description

.. sidebar:: Other sections

   * :ref:`Behavior <behavior-section>`
   
.. tabularcolumns:: |l|l|

.. list-table:: Required fields |ReqFieldLegend|
   :widths: 20, 80
   :header-rows: 1

   * - Field
     - Description
   * - :term:`Id`
     - Unique Id for the type.
   * - |RequiredField| Name
     - Name of the type.
   * - Code
     - Code of the type.
   * - |RequiredField| Workflow
     - Defined the workflow ruling status change for items of this type (see: :ref:`workflow`).
   * - Sort order
     - Number to define order of display in lists.
   * - :term:`Closed`
     - Box checked indicates the type is archived.
   * - Description
     - Description of the type.

.. raw:: latex

    \newpage

.. index:: Action (Type)

.. _action-type:

Actions types
-------------

Action type is a way to define common behavior on group of actions.

.. rubric:: Section Description

.. sidebar:: Other sections

   * :ref:`Behavior <behavior-section>`
   
.. tabularcolumns:: |l|l|

.. list-table:: Required fields |ReqFieldLegend|
   :widths: 20, 80
   :header-rows: 1

   * - Field
     - Description
   * - :term:`Id`
     - Unique Id for the type.
   * - |RequiredField| Name
     - Name of the type.
   * - Code
     - Code of the type.
   * - |RequiredField| Workflow
     - Defined the workflow ruling status change for items of this type (see: :ref:`workflow`).
   * - Sort order
     - Number to define order of display in lists.
   * - :term:`Closed`
     - Box checked indicates the type is archived.
   * - Description
     - Description of the type.

.. raw:: latex

    \newpage
    
.. index:: Issue (Type)

.. _issue-type:

Issues types
------------

Issue type is a way to define common behavior on group of issues.

.. rubric:: Section Description

.. sidebar:: Other sections

   * :ref:`Behavior <behavior-section>`
   
.. tabularcolumns:: |l|l|

.. list-table:: Required fields |ReqFieldLegend|
   :widths: 20, 80
   :header-rows: 1

   * - Field
     - Description
   * - :term:`Id`
     - Unique Id for the type.
   * - |RequiredField| Name
     - Name of the type.
   * - Code
     - Code of the type.
   * - |RequiredField| Workflow
     - Defined the workflow ruling status change for items of this type (see: :ref:`workflow`).
   * - Sort order
     - Number to define order of display in lists.
   * - :term:`Closed`
     - Box checked indicates the type is archived.
   * - Description
     - Description of the type.

.. raw:: latex

    \newpage

.. index:: Meeting (Type)

.. _meeting-type:

Meetings types
--------------

Meeting type is a way to define common behavior on group of meetings.

.. note::

   Meeting type is also used for periodic meetings definition.

.. rubric:: Section Description

.. sidebar:: Other sections

   * :ref:`Behavior <behavior-section>`
   
.. tabularcolumns:: |l|l|

.. list-table:: Required fields |ReqFieldLegend|
   :widths: 20, 80
   :header-rows: 1

   * - Field
     - Description
   * - :term:`Id`
     - Unique Id for the type.
   * - |RequiredField| Name
     - Name of the type.
   * - Code
     - Code of the type.
   * - |RequiredField| Workflow
     - Defined the workflow ruling status change for items of this type (see: :ref:`workflow`).
   * - Sort order
     - Number to define order of display in lists.
   * - :term:`Closed`
     - Box checked indicates the type is archived.
   * - Description
     - Description of the type.



.. raw:: latex

    \newpage

.. index:: Change request (Type)

.. _change-request-type:

Change requests types
---------------------

The change request type is a way to define common behavior on a group of particular requests.

Several types are pre recorded: recurring problems, technical and functional improvement, regulatory constraint and process and quality.


.. rubric:: Section Description

.. sidebar:: Other sections

   * :ref:`Behavior <behavior-section>`
   
.. tabularcolumns:: |l|l|

.. list-table:: Required fields |ReqFieldLegend|
   :widths: 20, 80
   :header-rows: 1

   * - Field
     - Description
   * - :term:`Id`
     - Unique Id for the type.
   * - |RequiredField| Name
     - Name of the type.
   * - Code
     - Code of the type.
   * - |RequiredField| Workflow
     - Defined the workflow ruling status change for items of this type (see: :ref:`workflow`).
   * - Sort order
     - Number to define order of display in lists.
   * - :term:`Closed`
     - Box checked indicates the type is archived.
   * - Description
     - Description of the type.






     
.. raw:: latex

    \newpage

.. index:: Decision (Type)

.. _decision-type:

Decisions types
---------------

Decision type is a way to define common behavior on group of decisions.

.. rubric:: Section Description

.. sidebar:: Other sections

   * :ref:`Behavior <behavior-section>`
   
.. tabularcolumns:: |l|l|

.. list-table:: Required fields |ReqFieldLegend|
   :widths: 20, 80
   :header-rows: 1

   * - Field
     - Description
   * - :term:`Id`
     - Unique Id for the type.
   * - |RequiredField| Name
     - Name of the type.
   * - Code
     - Code of the type.
   * - |RequiredField| Workflow
     - Defined the workflow ruling status change for items of this type (see: :ref:`workflow`).
   * - Sort order
     - Number to define order of display in lists.
   * - :term:`Closed`
     - Box checked indicates the type is archived.
   * - Description
     - Description of the type.








.. raw:: latex

    \newpage

.. index:: Asset (Type)

.. _asset-type:

Asset types
-----------
   
Question type is a way to define common behavior on group of questions.

.. rubric:: Section Description

.. sidebar:: Other sections

   * :ref:`Behavior <behavior-section>`

.. tabularcolumns:: |l|l|

.. list-table:: Required fields |ReqFieldLegend|
   :widths: 20, 80
   :header-rows: 1

   * - Field
     - Description
   * - :term:`Id`
     - Unique Id for the type.
   * - |RequiredField| Name
     - Name of the type.
   * - Code
     - Code of the type.
   * - |RequiredField| Workflow
     - Defined the workflow ruling status change for items of this type (see: :ref:`workflow`).
   * - Sort order
     - Number to define order of display in lists.
   * - :term:`Closed`
     - Box checked indicates the type is archived.
   * - Description
     - Description of the type.






.. raw:: latex

    \newpage

.. index:: Question (Type)

.. _question-type:

Questions types
---------------
   
Question type is a way to define common behavior on group of questions.

.. rubric:: Section Description

.. sidebar:: Other sections

   * :ref:`Behavior <behavior-section>`

.. tabularcolumns:: |l|l|

.. list-table:: Required fields |ReqFieldLegend|
   :widths: 20, 80
   :header-rows: 1

   * - Field
     - Description
   * - :term:`Id`
     - Unique Id for the type.
   * - |RequiredField| Name
     - Name of the type.
   * - Code
     - Code of the type.
   * - |RequiredField| Workflow
     - Defined the workflow ruling status change for items of this type (see: :ref:`workflow`).
   * - Sort order
     - Number to define order of display in lists.
   * - :term:`Closed`
     - Box checked indicates the type is archived.
   * - Description
     - Description of the type.

.. raw:: latex

    \newpage

.. index:: Message (Type)

.. _message-type:

Messages types
--------------

Message type is a way to define common behavior on group of messages (appearing on today screen).

.. rubric:: Section Description

.. sidebar:: Other sections

   * :ref:`Behavior <behavior-section>`

.. tabularcolumns:: |l|l|

.. list-table:: Required fields |ReqFieldLegend|
   :widths: 20, 80
   :header-rows: 1

   * - Field
     - Description
   * - :term:`Id`
     - Unique Id for the type.
   * - |RequiredField| Name
     - Name of the type.
   * - Color
     - Display color for messages of this type.
   * - Sort order
     - Number to define order of display in lists.
   * - :term:`Closed`
     - Box checked indicates the type is archived.
   * - Description
     - Description of the type.

.. raw:: latex

    \newpage

.. index:: Document (Type)

.. _document-type:

Documents types
---------------

Document type is a way to define common behavior on group of documents.

.. rubric:: Section Description

.. sidebar:: Other sections

   * :ref:`Behavior <behavior-section>`

.. tabularcolumns:: |l|l|

.. list-table:: Required fields |ReqFieldLegend|
   :widths: 20, 80
   :header-rows: 1

   * - Field
     - Description
   * - :term:`Id`
     - Unique Id for the type.
   * - |RequiredField| Name
     - Name of the type.
   * - Code
     - Code of the type.
   * - |RequiredField| Workflow
     - Defined the workflow ruling status change for items of this type (see: :ref:`workflow`).
   * - Sort order
     - Number to define order of display in lists.
   * - :term:`Closed`
     - Box checked indicates the type is archived.
   * - Description
     - Description of the type.

.. raw:: latex

    \newpage
    
.. index:: Context (Type)

.. _context-type:

Contexts types
--------------

Context types are used to define the environmental context to describe ticket or test case.

Only three context types exist, corresponding to the three selectable fields. (Environment, OS and Browser)

.. note::

   * Only the name of the context types can be changed.
   * No new context type can be added.
   * No context type can be deleted.

.. rubric:: Section Description

.. tabularcolumns:: |l|l|

.. list-table:: Required fields |ReqFieldLegend|
   :widths: 20, 80
   :header-rows: 1

   * - Field
     - Description
   * - :term:`Id`
     - Unique Id for the type.
   * - |RequiredField| Name
     - Name of the type.
   * - Description
     - Description of the type.
   * - :term:`Closed`
     - Box checked indicates the type is archived.

.. raw:: latex

    \newpage

.. index:: Requirement (Type)

.. _requirement-type:

Requirements types
------------------

Requirement type is a way to define common behavior on group of requirements.

.. rubric:: Section Description

.. sidebar:: Other sections

   * :ref:`Behavior <behavior-section>`

.. tabularcolumns:: |l|l|

.. list-table:: Required fields |ReqFieldLegend|
   :widths: 20, 80
   :header-rows: 1

   * - Field
     - Description
   * - :term:`Id`
     - Unique Id for the type.
   * - |RequiredField| Name
     - Name of the type.
   * - Code
     - Code of the type.
   * - |RequiredField| Workflow
     - Defined the workflow ruling status change for items of this type (see: :ref:`workflow`).
   * - Sort order
     - Number to define order of display in lists.
   * - :term:`Closed`
     - Box checked indicates the type is archived.
   * - Description
     - Description of the type.

.. raw:: latex

    \newpage
    
.. index:: Test case (Type)

.. _test-case-type:

Test cases types
----------------
   
Test case type is a way to define common behavior on group of test cases.


.. rubric:: Section Description

.. sidebar:: Other sections

   * :ref:`Behavior <behavior-section>`

.. tabularcolumns:: |l|l|

.. list-table:: Required fields |ReqFieldLegend|
   :widths: 20, 80
   :header-rows: 1

   * - Field
     - Description
   * - :term:`Id`
     - Unique Id for the type.
   * - |RequiredField| Name
     - Name of the type.
   * - Code
     - Code of the type.
   * - |RequiredField| Workflow
     - Defined the workflow ruling status change for items of this type (see: :ref:`workflow`).
   * - Sort order
     - Number to define order of display in lists.
   * - :term:`Closed`
     - Box checked indicates the type is archived.
   * - Description
     - Description of the type.

.. raw:: latex

    \newpage

.. index:: Test session (Type)

.. _test-session-type:

Test sessions types
-------------------
   
Test session type is a way to define common behavior on group of test sessions.

.. rubric:: Section Description

.. sidebar:: Other sections

   * :ref:`Behavior <behavior-section>`

.. tabularcolumns:: |l|l|

.. list-table:: Required fields |ReqFieldLegend|
   :widths: 20, 80
   :header-rows: 1

   * - Field
     - Description
   * - :term:`Id`
     - Unique Id for the type.
   * - |RequiredField| Name
     - Name of the type.
   * - Code
     - Code of the type.
   * - |RequiredField| Workflow
     - Defined the workflow ruling status change for items of this type (see: :ref:`workflow`).
   * - |RequiredField| Default planning mode
     - Default planning mode for type. 
   * - Sort order
     - Number to define order of display in lists.
   * - :term:`Closed`
     - Box checked indicates the type is archived.
   * - Description
     - Description of the type.

.. raw:: latex

    \newpage

.. index:: Customer (Type)
.. index:: client (type)

.. _customer-type:
.. _client_type:

Customers types
---------------
   
Customer type is a way to define different kinds of customers  (prospects or clients).

.. rubric:: Section Description

.. sidebar:: Other sections

   * :ref:`Behavior <behavior-section>`

.. tabularcolumns:: |l|l|

.. list-table:: Required fields |ReqFieldLegend|
   :widths: 20, 80
   :header-rows: 1

   * - Field
     - Description
   * - :term:`Id`
     - Unique Id for the type.
   * - |RequiredField| Name
     - Name of the type.
   * - Sort order
     - Number to define order of display in lists.
   * - :term:`Closed`
     - Box checked indicates the type is archived.
   * - Description
     - Description of the type.
     
.. raw:: latex

    \newpage
    
.. index:: Provider (Type)

.. _provider-type:

Providers types
---------------
   
Provider type is a way to define different kinds of providers.

.. rubric:: Section Description

.. sidebar:: Other sections

   * :ref:`Behavior <behavior-section>`

.. tabularcolumns:: |l|l|

.. list-table:: Required fields |ReqFieldLegend|
   :widths: 20, 80
   :header-rows: 1

   * - Field
     - Description
   * - :term:`Id`
     - Unique Id for the type.
   * - |RequiredField| Name
     - Name of the type.
   * - Sort order
     - Number to define order of display in lists.
   * - :term:`Closed`
     - Box checked indicates the type is archived.
   * - Description
     - Description of the type.

.. raw:: latex

    \newpage

.. index:: Product (Type)

.. _product-type:

Products types
--------------
   
Product type is a way to define common behavior to group of product.

.. rubric:: Section Description

.. sidebar:: Other sections

   * :ref:`Behavior <behavior-section>`
   
.. tabularcolumns:: |l|l|

.. list-table:: Required fields |ReqFieldLegend|
   :widths: 20, 80
   :header-rows: 1

   * - Field
     - Description
   * - :term:`Id`
     - Unique Id for the type.
   * - |RequiredField| Name
     - Name of the type.
   * - Code
     - Code of the type.
   * - |RequiredField| Workflow
     - Defined the workflow ruling status change for items of this type (see: :ref:`workflow`).
   * - Sort order
     - Number to define order of display in lists.
   * - :term:`Closed`
     - Box checked indicates the type is archived.
   * - Description
     - Description of the type.

.. raw:: latex

    \newpage

.. index:: Component (Type)

.. _component-type:

Components types
----------------

Component type is a way to define common behavior to group of component.

.. rubric:: Section Description

.. sidebar:: Other sections

   * :ref:`Behavior <behavior-section>`
   
.. tabularcolumns:: |l|l|

.. list-table:: Required fields |ReqFieldLegend|
   :widths: 20, 80
   :header-rows: 1

   * - Field
     - Description
   * - :term:`Id`
     - Unique Id for the type.
   * - |RequiredField| Name
     - Name of the type.
   * - Code
     - Code of the type.
   * - |RequiredField| Workflow
     - Defined the workflow ruling status change for items of this type (see: :ref:`workflow`).
   * - Sort order
     - Number to define order of display in lists.
   * - :term:`Closed`
     - Box checked indicates the type is archived.
   * - Description
     - Description of the type.

.. raw:: latex

    \newpage

.. index:: Products versions (Type)

.. _product_version_type:

Product version types
---------------------
   
Product version type is a way to define common behavior to group of Product version.

.. rubric:: Section Description

.. sidebar:: Other sections

   * :ref:`Behavior <behavior-section>`
   
.. tabularcolumns:: |l|l|

.. list-table:: Required fields |ReqFieldLegend|
   :widths: 20, 80
   :header-rows: 1

   * - Field
     - Description
   * - :term:`Id`
     - Unique Id for the type.
   * - |RequiredField| Name
     - Name of the type.
   * - Code
     - Code of the type.
   * - |RequiredField| Workflow
     - Defined the workflow ruling status change for items of this type (see: :ref:`workflow`).
   * - Sort order
     - Number to define order of display in lists.
   * - :term:`Closed`
     - Box checked indicates the type is archived.
   * - Description
     - Description of the type.

.. raw:: latex

    \newpage

.. index:: Component versions (Type)

.. _component_version_type:

Component version types
-----------------------
   
Component version type is a way to define common behavior to group of Component version.

.. rubric:: Section Description

.. sidebar:: Other sections

   * :ref:`Behavior <behavior-section>`

.. tabularcolumns:: |l|l|

.. list-table:: Required fields |ReqFieldLegend|
   :widths: 20, 80
   :header-rows: 1

   * - Field
     - Description
   * - :term:`Id`
     - Unique Id for the type.
   * - |RequiredField| Name
     - Name of the type.
   * - Code
     - Code of the type.
   * - |RequiredField| Workflow
     - Defined the workflow ruling status change for items of this type (see: :ref:`workflow`).
   * - Sort order
     - Number to define order of display in lists.
   * - :term:`Closed`
     - Box checked indicates the type is archived.
   * - Description
     - Description of the type.
     
.. raw:: latex

    \newpage

.. _behavior-section:

Behavior section
----------------

This section is common to several element types.

Allows to determine some GUI behavior, according to element types.

.. note::
 
   Depending on the element type the following fields can be displayed.


.. rubric:: Description or Comments

* Box checked indicates the field :term:`Description` is mandatory.

.. rubric:: Responsible

* Box checked indicates the field :term:`Responsible` is mandatory when the status to treatment of the item is "handled".  

.. rubric:: Result

* Box checked indicates the field :term:`Result` is mandatory when the status to treatment of the item is "done". 
 
.. rubric:: Flag status

* Fields: Lock handled, Lock done, Lock closed and Lock cancelled
* Those fields allow to determine whether the checkbox fields concerned are locked or not.
* When a flag status is locked, move to this status through status change.

Project
^^^^^^^

.. rubric:: Hat Project

* The definition is made by the project type, you define that certain types of projects can not have activities, only subprojects or milestones.  

.. rubric:: Lock solved

* Box checked indicates the field **Solved** is read only.
* The value of field must come from the field "Solved" defined in the selected resolution.

Ticket
^^^^^^

.. rubric:: Resolution

* Box checked indicates the field **Resolution** is mandatory when the status to treatment of an item is **done**.  

.. rubric:: Lock solved

* Box checked indicates the field **Solved** is read only.
* The value of field must come from the field "Solved" defined in the selected resolution.





