Configuring the Wallets module
Default Wallets section
Abraxio allows you to manage multiple portfolios that can contain projects and/or activities. When creating a project or activity, this parameter defines which portfolio it will be associated with by default. The user can then modify this value.
This default wallet cannot be disabled. If you need to deactivate it because you no longer use it, please set a new default wallet first.
- Select the default portfolio when creating a project and the default portfolio when creating an activity.
Section List of projects and activities
The list of projects and activities is at least organized by portfolio, then you can define a second level of grouping by choosing from the analytical axes of projects and activities that you have defined:
Configuring states
This section allows you to configure the project status screen and the activity status screen independently.
- Stages: Three stages, In qualification (the active stage button allows you to activate/deactivate this stage if necessary), Engaged and Completed.
The “In qualification ‘ stage can be deactivated via the ’Stage active” toggle button:- States: Each step can contain up to eight states.
- Each state is composed of:
- of a name
- of a type of state: they allow specific behaviors to be applied in the different screens of the platform. (Examples: the budget lines of a "completed" type report are no longer editable).
- On hold: the project is shelved for the moment, it is neither being analyzed nor officially launched.
- Active: the project is currently being analyzed or officially launched.
- To be arbitrated: the project enters an arbitration phase.
- Suspended: the project is temporarily stopped.
- Abandoned: the project is definitively stopped.
- Completed: The project has come to an end.
- a description (not obligatory) which will appear in the project progress screen as an information point.
- Preview: A “Preview” button allows you to view the rendering of the progress screen at any time.
State management rules :
- the first state of the first active step must be of the “pending” type.
- there must be at least one “active” state type and one “suspended” state type in the Engaged stage.
- the Suspended state of the Engaged step can be renamed, but cannot be moved. It will necessarily be in the last position in the Engaged step. Only this state can carry the suspended state type.
- there must be at least one status with the “Completed” status type in the Completed step.
- when projects/activities are attached to a status, it cannot be deleted and its status type is locked. To modify it, you must first attach the project to another state.
=> Move the mouse over the 
icon to see the number of projects/activities attached to the report:
Project and activity references section
For each project and activity, you can define an identifier. This identifier can be generated by Abraxio or come from a third-party tool. Its objective is to adapt to the nomenclature of your organization and/or to facilitate exchanges with other project management tools and/or to simplify consolidation and analysis in BI tools.
3 modes are available:
- Assign References : Enable this option if you need to manage references. Otherwise, the "Project/activity reference" field will no longer appear on the screens.
- Enter manually : activate this option if this reference is managed by a third-party tool or a very specific nomenclature. You will have to enter it manually when creating/modifying each project/activity.
- Generate automatically : Enable this option if you want Abraxio to support the generation of this reference. This reference will be composed of a prefix of 0 to 5 characters, followed by a 6-digit number. You can set this prefix as well as the next number to use.
In addition, Abraxio allows you to define a display preference if you use the references:
- [Reference] Name: If the reference is important to display and is part of the common language in your organization, choose this option. In the different Abraxio screens, the names of projects and activities will be presented in the form "[Reference] Name". For example: [PRJ000001] Customer extranet redesign.
- Name: otherwise, only the project name will be presented.
Abraxio manages the uniqueness of the external reference. You will be alerted and blocked if you attempt to create a duplicate.
If you use automatic generation, Abraxio will automatically suggest the next available reference.
Planning Gantt section
Abraxio allows you to apply a default constraint on links/dependencies between objects in a project's Gantt schedule.
In this section, you can define whether links created by project managers are constrained by default or not:
If you select ‘Yes’, for all future schedules created, the links will be default with the constraint activated. This will enable project managers to easily shift a phase, activity or milestone, taking ‘linked from’ objects with them.
If the Gantt schedule was created before this configuration was implemented, the links between phases, activities and milestones can be constrained on a case-by-case basis by the project manager (see link).
Weather section
The situation of a project or activity is described and communicated through its weather forecast.
Abraxio offers a general weather forecast called ‘Synthesis’. It can be completed by detailed weather axes such as Budget, Quality, Deadline, Risk...
In this section, you will be able to define these detailed weather axes.
A weather axis is made up of :
- Label: name of the weather axis (for example: Budget, Quality, Deadline, Risk, Availability, etc.).
- Default: if an axis is ticked by default, it will be automatically added when a project is created. The project manager can then add or remove axes to specialise his monitoring according to need.
- Active: in dashboards, Abraxio will only show active axes, 5 maximum. This allows you to change your monitoring policy over time. For example, in 2023, you could be managing your projects according to 5 axes and want to change them in 2024. By deactivating the old axes instead of deleting them, you can keep the 2023 axes on old projects/activities that have been completed and use the new (active) ones on new ones.
You can therefore :
- Add a weather axis
- Delete a weather axis: if this axis is used in different projects/activities, it will be deleted from all these projects/activities! If this is not the intention, deactivate the axis rather than deleting it.
- Change the order: the order set will be the order used in the reports.
Value analysis section
This section allows you to configure the axes of analysis and evaluation for your projects.
2 types of axis are available:
- ‘Value": these axes allow you to describe the dimensions in which a project generates value. For example: increased customer satisfaction, reduced costs, increased turnover, regulatory compliance, etc.
- ‘Factor": these axes, described as positive or negative, make it possible to assess the conditions under which the project or a feature of the project is carried out, and therefore to qualify the value generated. For example, a project could generate very high value but be risky, long and complex. Conversely, a project could generate satisfactory value while being very quick to implement. Here are a few examples:
- Positive factors: ROI, Impact, Confidence
- Negative factors: Effort, Risk, Budget, Complexity
These factors will then be evaluated for each project, with a score ranging from 1 to 5.
Note that a factor can be seen as positive or negative depending on the meaning given to it. For example :
- A ‘Feasibility’ factor qualified as positive and evaluated at 5 is excellent feasibility.
- A ‘Feasibility’ factor qualified as negative and evaluated at 5 is poor feasibility.
You can work with Value or Factor axes only, or combine the 2.
The axes are configured in this table:
An axis is made up of :
- Label: name of the axis (for example: Business, Customer, Effort, etc.)
- Default: if an axis is ticked by default, it will be automatically added when a project is created. The project manager can then add or remove axes to specialise his qualification according to needs.
- Active: in dashboards, Abraxio will only show active axes. This allows the qualification policy to evolve over time. For example, in 2021, you could be managing your projects along 5 axes and want to change them in 2022. By deactivating the old axes instead of deleting them, you can keep the 2021 axes on old completed projects and use the new (active) ones on new projects.
- Type: choice of the nature of the Value or Factor axis.
- Impact: for ‘Factor’ axes, determines whether it has a positive or negative impact.
You can therefore :
- Add an analysis axis
- Delete an analysis axis: if this axis is used in different projects, it will be deleted from all these projects! If this is not the intention, deactivate the axis rather than deleting it.
You can start with a very simple configuration. For example:
- A “Profit” Value axis
- A Negative Factor “Effort” axis
To implement the RICE method, configure your axes as follows:- An “Impact” Value axis
- A “Reach” positive factor axis
- A positive “Confidence” Factor axis
- A negative “Effort” Factor axis
Risk matrix section
You can enter a business description for each level of severity and probability associated with a risk. This enables you to standardise the risk assessment system within your organisation.
This description will appear in the risk details file, in the Assessment tab.
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