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Establishing a dependency between two elements is possible from the table and planning views.

• Table view :
  If you are adding from a table view, you will need the item ID of the item with which you will create a dependency.
  Right-click on the item on which you wish to place a dependency; this will open the dependency settings pop-up.
  Then, add the dependency of your choice, either previous or next, and enter the item ID of the dependent item in the Item ID column. Once you have completed your settings, click on validate.
  You can also do this from your roadmap by adding the previous dependencies / next dependencies columns.
  Clicking on one of these columns will open the same pop-up as mentioned above.

• Planning view :
  If you hover your mouse over an item’s bar, you will see two black dots appear at its ends.
  Click on the dot of your choice (depending on whether you want to place a previous or next dependency) and hold your click down.
  Then, drag your mouse to the bar of the item on which you want to place your dependency and position yourself on the desired point at one of its ends.
  Then release your left click and click "Ok" in your browser's message to confirm your dependency.

Dependencies are represented in the schedule by arrows between the different items.

Find here the article on dependencies & critical path

To access the modification history of an item, right-click on the item's row and select the History option from the context menu.

The item's modification history pop-up will then appear with various information, such as the field that has been modified, the previous and next values of the modification, the name of the resource that performed the modification, and the date & time of the modification.

A search bar also allows you to look for values within the history.

• Average :
  This is the default calculation mode for progression in Tabsters.
  The progression of element n is calculated based on the average of the n-1 children.
  With this calculation mode, progression can only be defined at the lowest level of your hierarchy..

• Burned :
  In this case, the progress is captured based on the columns Workload MD & Burned MD.
  The Workload MD represents the amount of days available for your resource to complete the task.
  The burned performed by the resource on the task should be captured from the resource's timetracking sheet.
  The progress of the item will then be calculated by Burned MD / Workload MD.
  If no resource is assigned on the task, you can fill your task’s burned directly into the Roadmap.
  Burned MD can only be filled at the task level, with the burned at level n being the sum of the burned at level n-1.

• Complexity :
  This calculation mode allows you to define a complexity for your elements in order to give them more weight in the progress calculation.
  A weighted average of the different elements, based on their progression and complexity, will then determine the parent’s progress.
  With this calculation mode, you can only define progression at the lowest level of your hierarchy.

• Free :
  This calculation mode allows you to freely define the progress of all your elements.
  No progress is propagated between the n and n-1 levels.

To move an item from business line / project A to another one B, you must be positioned on a view that includes both the item you wish to move and its destination business line / project B.

Once positioned on this view, select the line of the item to be moved and right-click on the line.

In the contextual menu, select the “Cut” option.

Then navigate to the parent line where you wish to move your item and right-click on it.

In the context menu, select the “Paste” option.

Your item will then be transferred from your business line / project A to your business line / project B.

Please note : The copy-paste function is also available for the resource hierarchy.
However, performing that action yourself on a resource will not keep its history.
To move any other item that is not a Roadmap line, please submit a request to Tabsters support.

Importing modifications from an export, allows you to perform modifications on project’s values already present in the Tabsters tool.

To ensure the success of this type of import, you must include the "Item ID" column in your import Excel file.

This information is crucial for Tabsters because it enables the tool to identify which element is affected by the modification you are making.

Find here the article on the import in modification

Importing in creation allows you to create your projects with your various data in Tabsters, directly from your Excel file.

If you import directly from the parent level where you want your items (at the business line level if you are creating projects, project level if you are creating workpackages, etc.), you do not need to add any extra columns, as Tabsters will automatically create any item without additional information as a child of the level N where you are importing.

Find here the article on the import in creation without hierarchy

Importing in a hierarchical manner allows you to create multi-level projects (Project, Workpackage, Action, Task, etc.) in Tabsters using your Excel file.

For this type of import, it is essential to include the columns “Item ID”, “Parent ID”, and “Item type” in your Excel file.

This information will enable Tabsters to recognize the hierarchy you want to implement, as well as the various levels of elements you are importing.

Find here the article on the import in creation with hierarchy

You have the option to generate presentations at the business line, project, workpackage and meeting levels, as well as at the team, resource, and various axis available in the application, including those derived from custom fields.

If you find yourself on one of the elements mentioned above and wish to create a new presentation, simply navigate to the communication tab of the card you are on.

You will find all available presentations in this tab that you have rights to access.

Defining a presentation as a template allows you to reuse it as a model with its slides and settings.

To set a presentation as a template, you must create it in a business line or a project that is defined as a template, meaning its "AsTemplate" setting is enabled.

This setting is available and can be activated in the Details tab of the item's card.

Existing presentations and those created subsequently at these items defined as "AsTemplate" will be available as templates in the "From a template" option when you create a new presentation.

Point of attention : Presentations defined as templates are only available at the levels where they were created (e.g., a presentation created at the level of a template project can only be reused as a template at the level of other projects).

Currently, the "AsTemplate" option is only available at the business line and project levels.

Formula fields allow you to create custom fields containing automatic calculation rules based on the fields available in the application.

To enter the desired formula, navigate to the Custom Fields tab in the environment module and double-click the cell in the "Formula" column of the corresponding custom field.

This action will open a settings pop-up where you will find an input field that allows you to enter your formula, as well as the list of available fields to create your formula.

Once your formula is set up, click the Validate button located at the bottom right of the pop-up to save your formula.

Please note : The available fields for configuring your formula depend on the level at which your custom field is positioned.
Moreover, if the list of available fields is empty when the pop-up opens, ensure that your custom field has been properly defined at a level in the Objects column.

To create a new user, you must first create a resource within a team. The user will be automatically created when the resource is created.

• To create a new resource, go to the Environment tab in Tabsters by clicking on the world map icon in the left sidebar.

• Next, click on the “Resource” tab.

• Select the team of your choice and right-click on the team name.
  Then select the “Add Resource” option from the contextual menu that appears.

• A new resource will be added to your team.
  Enter its name by double-clicking the “Name” column.

Tip : You can also add the “First Name” and “Last Name” columns to your view to fill in the desired information, making it easier to locate the associated user later.

Once you have entered the name of your resource, it is time to modify the user assigned to it.
To do this, go to the “Administration” tab, accessible from your profile.

• Once you are in the administration module, add the “Full Name” column to your view. (If you filled in the First Name and Last Name of the resource during step 5, adding this column is not necessary).

You only need to search for the name you entered for your resource in the search bar to find the assigned user.

You can then enter their information, such as username, email, first name, and last name, and assign them a license if needed.

To create a user group, simply go to the Administration module, accessible from your profile icon, then click on the User groups tab.

Next, click on the blue "+” button in the top right-hand corner of the screen.

A new user group will appear at the top of the list, which you can now rename by double-left-clicking in the Name column, and add a Description if you wish to.

To add users to your user group, left-click on the Resources column. A drop-down list will appear with a search bar to help you find the users you wish to add to the group.

Once this is done, you can then assign rights to certain users by double-clicking on the Rights column. A pop-up window will then appear, allowing you to choose the users or user groups to whom you wish to assign rights on the group. (To find the list of rights and their authorizations, go to "What do rights in Tabsters correspond to ?”)

Access to the different elements in Tabsters is granted via rights that can be assigned individually or massively via user groups.

There are 2 types of rights in Tabsters: rights allowing access to different elements (Business lines, communications, custom fields, etc.) and module access rights.

The user will be able to perform different actions depending on the rights assigned to him/her.

There are 4 rights :

• The Administration right enables the user to perform modifications on the concerned element, but also to grant rights to other users. This is the highest right that exists on an element. Administration rights are granted by default when you create an item, such as a new business line in Tabsters for example.

• The modify right allows the user to make changes to the element concerned, such as modifying data or adding level lines to a Roadmap for example.

• Read only right means the user is allowed view the element, but without being able to perform any modifications.

• The "No access" right means that the user can neither modify nor view the concerned element in the environment. This right, or absence of right, is assigned by default to all users when an element is created in Tabsters. To enable a user to view or modify an element, you will need to assign one of the above rights.

Bear in mind that if you want a user to be able to access an element, he must at the very least have read only rights on it.

Otherwise, the user will not be able to access it.

There are 3 module access rights, all of which are issued by the environment's key users :

• Right on the Environment module, to access custom fields and axis values.

• Right on the Administration module, giving access to the list of different environment users.

• Right on the Cost Tracking module, which grants the user access to the budget tabs in the various project levels (Business line, Global Business line, Project, Global Project).

Rights can be assigned on different elements in Tabsters :

• Project elements :
  Rights can be assigned to business lines, projects, workpackages, actions and tasks. When you assign rights to a user on a project item, they will have access to the item's various tabs (Dashboard, Details, Roadmap, Meteo, Risks, Issues, Decisions, Meetings, Budget, Earnings and Communication).

• Communication :
  Rights can be assigned at communications level to share presentations that you have created with other users.

• Custom fields (Key Users) :
  Rights can be assigned on custom fields created in Tabsters to enable or prevent the user from using them in the WebApp.

  These rights can only be granted by the environment's key users.
  Please note that to access the custom fields section, you must have access rights to the application's environment module.

• Axis values (Key Users) :
  Like custom fields, rights can be assigned to the values of built-in axis and axis values of custom fields (Axis or Multiple Value custom fields). To be able to use axis values to which a user has rights, the user must also have rights on the corresponding axis.

  These rights can only be granted by the environment's key users.
  Please note that to access the custom fields section, you must have access rights to the application's environment module.

To be able to assign rights on an element in Tabsters, you must have Administration rights on the concerned element yourself.
This right allows you to grant other rights on an element, in addition to being able to perform modifications on it.

• To assign rights to a project element, simply go to the element's Dashboard tab and click on the profile icon(s) at the top right of the dashboard screen, next to the bell.

  This will open a pop-up window containing 2 tabs, the first being the list of users in the environment, enabling you to assign rights individually, and the second the list of user groups, enabling you to assign rights to several users at the same time.
  Same process to assign rights over a presentation.

• To assign rights on a custom field / Axis value, simply double left-click on the "Rights" column in the element's row.

You can find the list of different rights and their authorizations in the section “What do rights in Tabsters correspond to ?”

Important : In the rights pop-up, you will only see users/user groups for which you have viewing rights.
If the user you are looking for is not in the list, please contact your environment's key user).

To create a new view in Tabsters, start by selecting the type of view you want to configure by clicking on one of the available views in the pinned views sidebar. Make the desired modifications to the view.

Tabsters allows you to customize your screens by selecting the columns to display, the filters and sorts you wish to apply, and the level you wish to display.

For more informations on how to save a webview in tabsters, find here the article on webview configuration.

A macro view allows you to only display the level you wish to see in your view (e.g., displaying only the Project and Workpackage levels in your business line view).

To do this, simply apply a filter on the Item Type with the “does not contain” option.

Enter the level you wish to hide in the text field of the filter (in our example, the Action and Task levels) and click Validate.

Apply as many filters as the levels you wish to hide.

You can access the views that have been shared with you by clicking on the blue “+” button located at the top of the sidebar of views, next to the label “My pinned views”.

Once in the views pop-up, you will find the views that have been shared with you in the “User Views” section.

You can then pin the shared view so that you can access it directly in the sidebar of pinned views.

Tabsters offers you various filters to customize the display of your data.

To display items that are late on schedule, simply add a filter on the “Timeline” column.

Then select the “Delayed” option, and click Validate.

This allow you to display items that are in need of information update to ensure the data quality of your projects.

Tabsters offers you various filters to customize the display of your data.

To only display items that have been assigned to you, simply add a filtre on the “Resource” column.

Then select your resource in the list of available resources and click on Validate.

This operation can be performed on any resource like Tabsters’ field to display data based on your assignation.

Tabsters offers you the ability to display your data in different representations, such as the table view (classic representation), the planning view (or Gantt view), the Kanban view, and graphical views.

For each tab, these different visual representations display the same information; only the representation changes.

These different display types are available in the sidebar of your pinned views. To access them, simply click on the name of the view.

If these different display types are not available in your sidebar, click on the blue "+" button next to the label "My Pinned Views".

You will then access all the views available to you, organized by type of display.

The critical path corresponds to the time required to complete the longest chain of dependent activities.

To display the critical path in your dependency path, you must first highlight the end item of your dependency path.

To do this, go to the table view of your Roadmap and add the Highlighted column.

Then click on the lightbulb of the end item of your path, which will change the lightbulb to orange, indicating that the item is highlighted.

Next, return to your planning view and ensure that the "Display Critical Path" setting is active in the Gantt settings.

The critical path does not update automatically.
To display it, click on the map icon where you are located and select the option "Update Dependency Paths & Critical Paths".

Your critical path will then appear in red on the planning.

Find here the article on dependencies and critical path

Tabsters offers you various options to customize your Gantt display.

To display your Gantt over the span of a year, select the “Custom"“ option in the period parameter.

You can then define the time borders of your Gantt planning.

This parameter can be saved within your webview and used in your presentations.

Coming soon

Coming soon

Coming soon

To delete an item in Tabsters, simply right-click on the item's line and select "Delete".

Some items that are deleted in Tabsters are placed in the Delete Bin, so that you can retrieve them if necessary.

The items concerned by the recycle garbage can are Roadmap items.

If you delete a project, workpackage or action for example, it will be placed in the Delete Bin for 30 days before being permanently deleted.

Any items other than those mentioned above are deleted directly and permanently.

Tabsters allows you to recover some of your deleted data through the Delete Bin, which retains deleted Roadmap items for 30 days before permanently deleting them.

To access the Delete Bin, simply click on your account icon in the bottom left-hand corner of the Tabsters sidebar, and select the "Delete Bin" option.

Once in the Delete Bin, position yourself on the line you wish to restore and right-click on it, then select the "Restore" option.

The selected item will then be reintegrated into your Roadmap.

Please note that the Delete Bin only stores Roadmap elements (Business line, project, workpackage, action, task).

If an item other than these is deleted, it will not be accessible from the Delete Bin (retrieval of other elements is currently under development).

Go to the Roadmap tab of the environment module. In your table view, you will find an “Active” column positioned first in the default view.

This column allows you to archive / unarchive your business lines / projects.

To archive a business line / project, simply click the green button in the active column for the row corresponding to your business line / project.

A green Active indicator means that your business line is active and unarchived.

A red Active indicator signifies that your portfolio is deactivated and archived.

To access archived items, click the “X Inactive” button, located at the top left of your Roadmap tab, below the list of available tabs in the environment module.

You will then be able to reactivate your portfolio/project by clicking the red button in the active column for the corresponding row.

Please note : You cannot access the data of your business line / project once it is archived, and all its data will no longer be displayed in the application (e.g., global business line / project, etc.).
To access it again, you must first unarchive it.