ITM Platform Helpcenter

Custom fields

by admin | Nov 6, 2017

Custom fields

If you need to display project or task information that is not readily available in the ITM Platform environment, you can create custom fields. These are essentially placeholders for storing additional information about projects and tasks.

To create a custom field, navigate to the menu: CONFIGURATION > CUSTOMIZATION > Custom Fields. Here, choose the Entity (project, task, purchase risk, etc.) for which you want to add or modify a custom field. Once selected, you’ll see a list of existing custom fields (if any), as well as a button to create a new one.

To set up a new custom field, complete the following steps:

Edit the Field Name. If your organization operates in multiple languages, you can set the name in each of the languages supported by ITM Platform.
Select the Entity Type to specify which entities your custom field will apply to. For instance, you may want a “number of bricks” field to be applicable only to construction-related tasks.
Choose the Custom Field Type (date, dropdown, list, HTML, RYG, etc.). Additional options will appear based on the type you select.
Determine whether the field is required. Keep in mind that users won’t be able to create new entities unless the field is completed.
Finally, check the “Display” option to make the custom field visible. For some entities, like Tasks, you’ll also see a “Display to Team Members” option. If left unticked, only project and task managers will be able to view the field.

In summary, custom fields provide a basic level of flexibility and customization to the ITM Platform, enabling users to capture and display unique project or task information that may not be available by default. By configuring custom fields, organizations can tailor the platform to better fit their specific needs and requirements, thereby improving project management and team communication

How can I create a new calendar and add holidays?

by admin | Nov 6, 2017

How can I create a new calendar and add holidays?

To create calendars different from default, you have you go to ORGANIZATION->User management->Calendars and add new calendar.

Select non-working days in this calendar.

Then, assign this schedule to your users in User management section.

You may also upload non-working days with a CSV file, by downloading a template easily.

When a team member wishes to enter their share of hours in a different period than that of which was set by the project manager, how can they do it?

by admin | Nov 6, 2017

When a team member wishes to enter their share of hours in a different period than that of which was set by the project manager, how can they do it?

Hours can be reported before the start date of a task, but not after the STI end date. If someone is still working on the task then it isn’t considered to be finished. Therefore, once the task is completed, the date of the completion will be modified.

Advanced parameters

by admin | Nov 6, 2017

Advanced parameters

You can customize ITM Platform in accordance with your terminology and information structure by configuring a series of parameters and values which can subsequently be used on projects, tasks, risks, etc.

ITM Platform can modify, among other aspects, the Project Parameters 1 in order to help you classify and define their behavior. In the case of projects, you can add, modify or delete priorities, statuses, types and approvals.

You can also modify the Task Parameters 2 to establish their priorities, statuses and types.

How can I activate workflow authorizations for other users?

by admin | Nov 6, 2017

How can I activate workflow authorizations for other users?

My Authorizations depends on user’s role. To update this you should go to ORGANIZATION->User Management->Role definition and add or modify a role.

By default, only Full Access users have this options enabled.

To enable this, you only need to select it and save.

Users with this role assigned, can now also see My Authorizations menu.