Decisions Management
1. Decision creation and details
Decisions are displayed in a side panel, using an interface consistent with tasks and notes.
Creation
A decision can be created from:
The + button in the top-right corner of a detailed object (project, activity, supplier, contract, fiscal year)
The contextual menu → Create a decision
The Create a decision button from the Decision tracking or Decision review screens
Side panel behavior
- The decision side panel remains open while navigating within the same module.
- It automatically closes when switching to another module.
Example of usage:A decision is opened from a project
Navigation to the project review or capacity planning: the decision remains open
Navigation to the Finance module: the decision closes
Available fields in a decision
A decision includes the following elements:
Title
Reference (automatically generated if configured in Admin > Configuration > Transverse)
Manager (the creator is set by default and can be changed later)
Associations:
One association per object type: project, activity, fiscal year, budget line, supplier, contract
When a decision is linked to a budget line, the associated project or activity is automatically added.Instance:
Instances are configured in Admin > Configuration > Transverse
By default, two instances are created in all environments: Exec Com and Steering Com
Analytical dimensions:
Up to three analytical dimensions can be enabled
These dimensions count toward the analytical dimension quota for customers with limited allocations
Details:
Free-text field to describe the decision
Attachments:
Files can be added using the same tab as for tasks
History
Accessible from the decision’s contextual menu:
Each status change is logged (excluding files)
The full history is available in read-only mode
2. Reporting and tracking
Decisions are exposed through dedicated screens, available both at a global (module) level and at an object level.
2.1 Module-level tracking
New Decision Review screens are available in:
The Portfolios module
The Suppliers module
Budget fiscal years
2.2 Object-level tracking
A Decision Tracking screen (Kanban/Table view) has been added for:
Projects and activities
Suppliers
This screen allows users to:
Open a decision
Access the object’s decision tracking
Quickly create a decision
Directly access decisions that require action
2.3 Budget line-level tracking
Within each budget line, a new Decisions tab allows users to:
View all associated decisions
Create new decisions
- Visibility strictly depends on the user’s budget permissions.
- A decision automatically becomes budget-related as soon as it is linked to a fiscal year or a budget line.
3. Permissions and decision visibility rules
3.1 Permissions
Summary of permission rules by decision status:
| Decision status | Read | Create | Edit | Delete |
|---|---|---|---|---|
| In preparation Pending arbitration | If I have read access to an object, I can view its associated decisions | If I have edit rights on an object, I can create decisions on it | The decision owner or decision-maker may edit the decision, provided they have edit rights | Only the decision owner or decision-maker may delete the decision, provided they have edit rights |
| Approved Rejected Abandoned | If I have read access to an object, I can view its associated decisions | If I have edit rights on an object, I can create decisions on it | The decision is read-only; only its status can be updated by the owner | Deletion is not allowed; the decision status must be changed |
3.2 Visibility rules
Visible decisions strictly depend on read permissions on the associated objects.
| Screen | Visible decisions |
|---|---|
| Project / activity decision tracking | Decisions linked to the project or activity. Decisions linked to a budget line are visible only with rights on the associated sub-budget. Budget-related decisions require rights on at least one sub-budget of the project. |
| Portfolio decision review | Aggregation of the rules above |
| Supplier decision tracking | Decisions linked to the supplier or its contracts |
| Supplier decision review | Aggregation of the rules above |
| Fiscal year decision tracking | Decisions linked to the fiscal year are visible only with read access to the full budget. Decisions linked to a budget line are visible with rights on the associated sub-budget. |
| Budget line decision tracking | All decisions linked to the budget line |
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