VISUAL PLANNING 5.3 DOCUMENTATION

Events hierarchy

DEFINITION

An Events hierarchy is a possible configuration of resources which allows to constitute an Event.

There are two types of hierarchies that can be combined together:

  • Horizontal hierarchy : It is a combination of several dimensions on the same hierarchical level.
  • Vertical hierarchy : In this case, the dimensions are organized into a hierarchy between them. So, there are father events and son events such as:
    • A son event gets all the resources of the father event.
    • The dates of the son events are inclusive of those of the father event.

SETTINGS

Absence of hierarchy

There is a default hierarchy, but it is not visible in the Global Settings.

This absence of additional hierarchy is seen by the absence of the symbol:vp5_symbole_.jpg

This masked hierarchy is the simpliest hierarchy that can exist. It is an horizontal hierarchy and contains all the dimensions on the same hierarchical level. There is no required dimension.

That means that a some events cannot have this configuration.

Create a hierarchy

To create a hierarchy, Right-click on Events hierarchy > Create Events hierarchy.

The lower part of the global settings is then opened:

Give to the new hierarchy:

  • a Name,
  • an optional Description
  • define if the hierachy is active or not,
  • and define the Configuration of the hierarchy by clicking on the button.

The following window appears:

In this window, each existing dimension is represented in the form of a column.

Thus, for each dimension, define via the checkboxes:

  • its existence or not in the hierarchy,
  • his Required characteristic or not. It can be set in the last row in the bottom of the window,
  • the resources filter of the dimensions which are included in the hierarchy,
  • its hierarchical level: the Level 1 corresponds to the mother-dimension, the Level to corresponds to the daughter-dimension,etc.

If there are many levels, the comportement of the sons for the dates may be:

  • Similar: the sons have the same dates as the father,
  • Continuous: the sum of the duration of the sons events is equal to the duration of the father event,
  • Free constraint: the sons events can be freely put in the period of the father event, but not outside,
  • Free unconstraint: the sons events can be freely shifted in or out the period of the father event, then the father event period is rebuilt.

Incompatible Hierarchies

Upon validation of the hierarchy, the following message may appear:

This message means that the new hierarchy is incompatible with at least one other existing hierarchies.

An incompatibility between hierarchies is determined by the association (Dimension-filter name) at the first level of the hierarchy. If another hierarchy has the same definition at the first level, then it is incompatible.

Example :

The hierarchy 1 and the hierarchy 2 are defined like:

Hierarchy 1
Dimension 1 Dimension 2 Dimension 3
Level 1
Level 2
Required
Filter All All N/A
Hierarchy 2
Dimension 1 Dimension 2 Dimension 3
Level 1
Level 2
Required
Filter All N/A All

These two hierarchies are incompatible because in both cases it is possible to create the same type of environment, in this instance an event with a resource from only one dimension.

To make compatible these two hierarchies, it is necessary to define like:

Hierarchy 1
Dimension 1 Dimension 2 Dimension 3
Level 1
Level 2
Required
Filter All All N/A
Hierarchy 2
Dimension 1 Dimension 2 Dimension 3
Level 1
Level 2
Required
Filter All N/A All

Modify a hierarchy

The modification of a hierarchy 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 hierarchy, go to Global settings > Events hierarchy > Click on the right hierarchy and modify the Configuration of this hierarchy. (cf. Create a hierarchy)

The modifications of a hierarchy will be only impacted on the future created or modified events.

The existing events, if they are not modified, have no change.

Delete a hierarchy

The deletion of a hierarchy 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 delete a hierarchy, Right-Click on an Events hierarchy > Delete.

The deletion of a hierarchy does not delete the events of this type. The existing events have no change.

USE

Using hierarchies is not visible on the planner.

This is a verification that is made during every creation, repetition, modification, import of an event

A new event must be compatbile with at least one existing hierarchy. If not, the event is not created.

Any dimension may be required. In this case, it is necessary to choose into a list the missing resource. Then the existing filters and the availibility filtering can be used into the window that appears

Print/export
Languages
Translations of this page: