VISUAL PLANNING 5.3 DOCUMENTATION

Daily Pattern

DEFINITION

This is a hourly set of Daily pattern period types.

A Daily pattern represents a week (from Monday to Sunday) on which each day has a type of period.

These daily patterns are combined in order to create Daily calendars which will be assigned to resources and creation rules.

Example :

A simple daily pattern with two period types : Type 1 (Worked) et Type 2 (Unworked).

Monday Tuesday Wednesday Thursday Frday Saturday Sunday
Type 1 Type 1 Type 1 Type 1 Type 1 Type 2 Type 2
Worked Worked Worked Worked Worked Unworked Unworked

FUNCTIONAL REQUIREMENTS

To create Daily calendar, create the daily patterns that constitute it.

SETTINGS

Create a Daily Pattern

In the Global Settings panel, Click on Calendars > Right Click on Daily pattern > Create Daily pattern

vp5_pg_calendrier_modele_journalier_creation.jpg

The lower part is then activated:

Then it is necessary to precise :

Name

This is the Daily Pattern name

Description

This the optional Daily Pattern description

History

This is the last modification date/hour of the Daily Pattern and the user login who made it. This property is automatically updated.

Default daily pattern

This is the default daily pattern. It will be used if any daily pattern is defined.

Specific days

By clicking on the button on the right, the specific days window appears.

This window allows to set the specific days of the calendar and their period type.

It is possible to automatically predefine the specific days of a country by clicking on the Add unworked days button.

Specific days can be moved in another period (example: worked to unworked). To do so, select the specific day, copy it with a Ctrl+C and paste with a Ctrl+V.

A specific day can only be in a unique period type.

Daily patterns

These “additional” Daily Pattern allows to modify the original calendar and to use another patterns during a defined period.

They are defined in another window which is made of a list of periods having a daily pattern ordered by priority.

To access to this window, click on the button on the right.

In the window that appears:

  • Add an additional pattern with the Add button,
  • Delete an additional pattern with the Delete button.

For each additional pattern, precise:

Start date

It is the first applying day of the additional daily pattern (see below).

End date

It is the last applying day of the additional daily pattern (see below).

Daily pattern

It is the additional daily pattern which will replace the default daily pattern during the period above.

Modify a Daily pattern

The modification of a Daily Pattern involves an important change in the planner's architecture.

It is a powerful act of setting which should not be made without consideration. (cf. precautions to take when modifying the settings)

The modification of Daily Pattern is realized by selecting the model in the Global Settings panel. Then, in the lower part of the window, it is nessary to change the settings (cf. Create a Daily Pattern)

This modification can be cancelled if VISUAL PLANNING is still opened. Events are then removed to their original position. (cf. Undo / Redo)

Delete a Daily Pattern

The deletion of a Daily Pattern involves an important change in the planner's architecture.

It is a powerful act of setting which should not be made without consideration. (cf. precautions to take when modifying the settings)

Deleting a pattern is done via the Global Settings panel by selecting the Daily Pattern and then performing a Right click on the Daily Pattern > Delete.

vp5_pg_calendrier_modele_journalier_suppression.jpg

You can not delete a default Daily Pattern.

Deleting a Daily Pattern is irreversible.

USE

Assign a Daily Calendar to a dimension

Each dimension has its default daily calendar.

This calendar will be a common calendar for all the resources of the dimension.

To assign this calendar, go to the settings of the dimension.

cf. Daily calendar of a dimension

Assign a Daily calendar to a resource

Each resource has its default daily calendar.

This calendar is the default calendar of its dimension (see above-mentioned).

However, it is possible to choose a different calendar for each resource. To do so, Right click on the resource > Modify > Settings tab.

Then:

  • Choose another calendar into the list,
  • or Modify the calendar by clicking on the button: ,
  • or Create a customized calendar by clicking on the button: .

It is also possible to modify the calendar of a resource via a drag&drop.

cf. Daily calendar of a resource

Assign a calendar to a creation rule

Each event follows the daily calendar of one of its resource.

The events creation rule allows to choose the dimension (and so the resource) which will lead the daily calendar.

The resources of the chosen dimension will lead the daily calendar of the event, even if the resource is modified.

cf. calendars

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