VISUAL PLANNING 5.3 DOCUMENTATION

Period Type

DEFINITION

Type period are the entity which allow to define calendars.

It permits to associate a color or a ratio to hourly patterns and daily patterns.

SETTING

Create a Period type

In the Global Settings panel, Right click on Calendars > Period types > Create Period types.

vp5_pg_type_de_periode_creation.jpg

The lower part is then activated:

vp5_pg_type_de_periode_parametres.jpg

Then, precise the characteristics of the Period Type and click on the OK bouton.

This setting is also accessible by an other entry point (c.f Global Settings).

The charactéristics of a Period type are the followings:

Name

This is the name of the Period type.

Description

This is the Period type optional description.

Color

The color of this Type period is chosen by selectin the color palette.

c.f. Color concept

Type

The type is function of the daily/hourly events:

the period can be:

  • Hourly
  • Daily
  • Hourly and Daily

Worked

This check box allows to specify whether the type of period is worked or not. (c.f. Worked concept)

If the box worked is checked , coefficients will be defined when setting up valuation items. (c.f Valuation item)

Modifiy a Period type

The modification of a Period type involves an important change in the planner's architecture.

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

The modification of a Period type is made by selecting in the Global Settings panel. Then, it is necessary to modify the settings in the lower part of the window. (c.f. Create a Period type)

It is not possible to cancel the modification.

Delete a Period type

The deletion of a Period type involves an important change in the planner's architecture.

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

The deletion of a Period type is made by selecting in the Global Settings panel > Right click on the Period type > Delete.

It is not possible to delete a default Period type.

ASSIGN A PERIOD TYPE

The Period type is designed to be assigned to hourly and daily patterns.

it can also be assigned to the calendar of a resource.

Assign to a hourly pattern

It is necessary to define on twenty four hours the Period types that will constitute the hourly pattern.

c.f Period types used by hourly pattern

Assign to a daily pattern

This means defining the Period type over a week for each day constituting the daily pattern.

c.f. Period types used for daily pattern

Assign to a planner period

It is possible to change a resource calendar thanks to Period types.

It is made by “drag an drop” a Period type on a resource at a given date. The resource calendar is then duplicated as customized and modified.

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