VISUAL PLANNING 5.3 DOCUMENTATION

Dimension

DEFINITION

A Dimension is an entity representing a group of resources that have the same type.

In a business perspective, dimensions can be:

  • human resources (managers , employees, subcontractors),
  • informational resources (information et information technology,etc),
  • material resources (equipments, tools, construction, rooms,etc),
  • financial resources (budget,etc).

With VISUAL PLANNING, dimensions are also:

  • tasks/occupancies
  • absences
  • status

Any entity that can be planned is a potential dimension and therefore a resource.

SETTINGS

Create a dimension

Go to the Global Settings panel, right-click on Dimension > Create a Dimension.

The lower panel is then activated:

This is to specify the characteristics of the dimension. Click on the OK button to validate.

Thereafter, it will be necessary to define the headings of this dimension.

Settings the parameters is also reachable via this another menu. (cf. Global Settings).

The different characteristics of a dimension are:

Name

This is the name of the dimension. It allows to define the type of the group of resources that will be into the dimension.

Description

This is an optional description of the dimension.

History

This characteristic represents the date, the hour of the last modification on the dimension or on its headings. The login of the user is also stored in it.

This property is automatically updated.

Enable forum

This box, when checked, enables the feature forum on all resources of the dimension.

cf. Forum

Load all resources

This check box allows to choose whether the resources of the dimension have to be set in memory when VISUAL PLANNING is launched or if the resources are loaded according to the selected favourite display.

Automatic event creation

This check box allows to create automatically an event immediatly after a resource creation. This event will be planned by default the current date.

Events hierarchy

When “Automatic event creation” is checked, this field allows to choose the event hierarchy of the event.

Activated for events

This check box give the possibility to list all the modifications on the resource events of that dimension. A double-click on the history area allows to display the history of modification.

Activated

This check box give the possibility to list all the modifications on the resource of that dimension. A double-click on the history area allows to display the history of modification.

Color

This is the default color of all the future resources of the dimension. This color can be modified for each resource.

cf. color pallet

Daily calendar

This is the default daily calendar of all the future resources of the dimension. This daily calendar can be modified for each resource.

cf. daily calendar

Events creation rule

This is the default events creation rule of all the future resources of the dimension. This events creation rule can be modified for each resource.

It is possible to define ne creation rule for a dimension, but in this case, the event creation is forbidden.

cf. creation rule

Hourly calendar

This is the default hourly calendar of all the future resources of the dimension. This hourly calendar can be modified for each resource.

cf. hourly calendar

Icon

This is the default icon of all the future resources of the dimension. This icon can be modified for each resource.

cf. icon

Single headings

This is the list of the headings which will define the uniqueness of the resource of the dimension.

Required headings

This is the list of the required headings of the dimension.

Identification headings

This is the list of the headings that identify the dimension. These headings are represented into a wording.

cf. Identification headings

Separator

This is the character which distinguish the identification headings beside.

Create a heading for the dimension

Modify a dimension

The modification of a dimension 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)

To modify a dimension, click on this one in the Global settings panel.

To modify a heading of this dimension, click on this one in the Global settings panel.

In both case, the lower panel is then activated to allows the modification of the features (c.f. Create a dimension).

Delete a dimension

The deletion of a dimension 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)

Warning: Deleting a dimension is definitive and lead to the deletion of all the resources of this dimension and all the events of these resources.

To delete a dimension, go on the Global settings panel, Right-click > Delete.

The following message appears :

Then click on :

  • Yes to confirm the deletion,
  • or No to cancel.
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