VISUAL PLANNING 5.3 DOCUMENTATION

Calendars

DEFINITION

Some dates appear colored (gray by default) on the schedule: these are types of period which can be worked or not worked.

A Calendar assembles various types of period.

Several calendars can be defined:

All Calendars can be combined in a cyclical way or not, thanks to Hourly patterns or daily patterns.

Each event have the daily and hourly calendar of one of its resource.

SETTING

To set calendars, it is necessary to define and allocate several VISUAL PLANNING types of entities in the following order:

Hourly Scale Daily scale
Definition
1 Definition of Period types Definition of Period types
2 Definition of Hourly patterns Definition of Daily patterns
3 Definition of Hourly calendars Definition of Daily calendars
Affectation
4 Assign Hourly calendars to Dimensions Assign Daily calendars to Dimensions
51) Assign Hourly calendars to Resources Assign Daily calendars to Resources
6 Assign Dimensions to Hourly calendar of the creation rule Assign Dimensions to Daily calendar of the creation rule

USE

Calendars are useful on many levels:

Visualization

The calendars appear first as a visual indication: they are visible from the colored areas to which they are applied.

Drag and drop events

Calendars act on events.

When an event type is “Worked”, its behavior follows the calendar of its resources.

Example : Unable to position one day off on a Sunday, if:

  • Events day off are “not worked”,
  • the calendar is “worked” on Sunday.

Moreover, the event's duration does not take into account the non-worked time the event passes through.

cf. Working

Display the calendar of another dimension

When editing the duration of an event, if the calendar of the event is carried by a different resource than the dimension of the view, the calendar of the event appears superimposed.

Example 1: There is a schedule view of the dimension HR where the events require a resource of the dimension HR and a resource of the dimension Services

  • The HR calendar: 7/7.
  • The Services calendar: 5/7.
  • The events are formed by the Services calendar.
  • The view displayed is the HR's one.

1- Before the edition, the displayed calendar is the HR's one (7/7)

2- When the event is being edited, the calendar displayed is the Services'one.

3- After the edition, the visualization is the original one.

Exemple 2 - Video :

Calculate the duration of events

Hourly Calendars are also used to automatically calculate the number of hours spent daily in an event (or half-day).

cf. Duration

1) eventually
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