VISUAL PLANNING 5.3 DOCUMENTATION

Basic Concepts and Definitions

In this section we present the basic elements and terminology used in the menus and help messages of VISUAL PLANNING.

Main Window

VISUAL PLANNING's main screen is presented in the following way:

cf. Main screen

Resources

Resources of VISUAL PLANNING represent entities that must be planned.

Depending on the settings of the planner, it can be people, machines, customers, sites, projects, facilities, etc.

cf. Resource

Headings

In a schedule view, resources are subdivided into columns, conventionally called headings in VISUAL PLANNING.

These headings are defined during the setup phase and provide information about each resource.

For example, for staff, one can define a heading for the name, another one for the position, department, telephone, reference number etc.

For machines, depending on requirements, heading for the type, ID number, weight, capacity, location etc can be created.

cf. Heading

Planner

The planner is the time grid on which the events are positioned.

The easiest way to visualize it is the horizontal way using the schedule view.

In the schedule view, the planner is shown on the right side of resources.

Events are represented on the grid with icons and/or horizontal color bars.

The columns are the time intervals. You can choose the time scale which is the most appropriate: one column per hour or per day, week, etc.

cf. Schedule view

Resources View

A resources view shows a list of resources from one dimension.

The Resources characteristics are defined when setting types of activities, projects, resources, etc.

cf. Resources view

Calendars

Certain date columns are grayed on the planner - these are non-working periods defined by configurable calendars.

Several calendars can be defined:

  • Daily calendars show non-working days (possibly weekends and rest days).
  • Non-working hours calendars, visible in hourly scales, show non-working periods (in 5-minute intervals).

cf. Calendar

Events

The bars representing the tasks are called events.

Events are core entities of VISUAL PLANNING - most of the information available from your planner is connected with events.

Each event is displayed on a row, displaying small icon and continues with a colored duration bar.

Each event can be displayed on the schedule with a colored duration bar. Its display optionally includes one or more icons.

Icons and colors are related to the resources of the event.

cf. Event

Event properties

Each event immediately has properties that are visible on the planner:

  • The resource on which it is placed, depending on the view.
  • Its start and end dates.
  • Icon of one or more of its resources.
  • Color of one or more of its resources.

Besides these characteristics, an event can contain many other properties that you can set according to your needs:

Notes

By double-clicking on an event, you can associate a note to it in free text (a kind of “Post-it”).

Form

If necessary, you can define a form and associate it to events.

A form is a set of predefined fields when setting up, and whose contents are entered in each event.

Event valuations

If required, you can define event valuation items (e.g.: cost, load, quantity).

Item values will be set in the events, in order to pool them and draw up quantitative analyses of the work: load, costs, receipts etc.

The event value items are pre-filled in the creation rules and completed in the events.

The quantitative analyses are described in the control functions: control columns, workload and events reports.

cf. Valuation item

Management functions

The following functions assist you during your planning and allow you to analyse its consequences.

They help you:

Filters

Filters allow you to display on the planner only those data which match criteria defined by the user. They help you, for example, to find resources that are available and suitable for a particular need.

They are also used so that users only see the data they are interested in, thus giving them a clear view of their planner.

cf. Search and Filter

Control columns

The Control columns are also customizable and display indicators for each resource.

cf. Control columns

Workloads

It is possible to calculate a load and a capacity for planning. These calculations can vary according to time and resource defined.

Workload

Events Reports

Cross tabulated tables can be displayed, printed or exported (in *.XLS format) using data from your planner.

These tables which are very flexible, give an overall or detailed analysis of event duration or values according to the break-down criteria you choose.

Event report

Constraints

Configurable constraints can prevent the simultaneous use of certain resources, or limit their use (maximum use).

Constraints can prevent the use of resources for tasks for which they are not suitable.

Constraints can be defined as blocking or as simple warning messages.

Constraint

Links between events, represented by arrows on the planner, allow events which are linked to each other to be moved in a cascading way or if needed forbid certain movements which could jeopardize the consistency of the planner.

Link

Print/export
Languages
Translations of this page: