Working with models

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When working with models, the following basic functions are applicable: Navigation, Search, Working with views, Document management, Messaging, Working with the archive, Viewing the Change History.

 

What is a model?

PTB works with models to give basic structure and configuration to some of its major objects, like projects, programs or portfolios. Generally speaking, a model is a blueprint of an object that will be copied when the actual object (f.e. Project) is created. After the creation of the object, changes can be made to the individual objects but it will still be connected to the model. This allows for easy and effective administration since some of the elements in model are dynamic: this means that changes also apply to the objects that where created by this model. Besides, the model also holds static elements, which means that changes to these parts only apply future objects based on this model.  Models can contain configured pages, planning, product approval, documents, automated reports.  A model look like the object it is meant for (a project model looks like a project), the only visible difference is the notification in the top blue header. See below for a list of static and dynamic elements (this may differ for different types of models):

Dynamic: These changes do affect existing projects (with the same model): Property page, existing automated reports, product approval, page layout of products, widgets, cost and hour behaviour

Static: These changes do not affect existing projects (with the same model): Planning, linked resource pools and new automated reports.

 

Note: When roles are assigned to users in a project model, these are not transferred to a project!

 

Why work with models?

The advantages of working with models are:

Assurance of 'standards' which are provided by the model

Efficiency in administration, changes in the model often also apply to objects that where created from them.

Models allow you to quickly fill your application with objects, since they are copies of the model

Different models allow for different ways of working (f.e. models for small, medium and large projects)

 

Types of models

Several types of models are available in PTB:

Project models

Programme models

Portfolio models

Report models

 

For more information about configuring models, see the QRC Functional Administration on our support portal or contact your system administrator.