VISUAL PLANNING 5.3 DOCUMENTATION

Time Period

DEFINITION

In VISUAL PLANNING predefined Time Period is a set of days defined by:

  • a relative or fixed start date,
  • a relative or fixed end date.

A Time Period can be worked or unworked.

Default predefined Time periods exist (Today, This month, This week, Previous month, All the planner, …).

It is also possible to define new Time periods to complete the list.

SETTING

Default predefined time periods list

All default predefined time periods are the following:

  • Today
  • This month
  • This semester
  • This quarter
  • This year
  • This fortnight
  • This week
  • Tomorrow
  • Yesterday
  • Previous year
  • Next week
  • Previous week
  • Next month
  • Previous month
  • All the planner

Example : This month means from the first day of the current month to the last day of the current month.

Create a Time Period

In Global Settings, Right click on Time period > Create Time period

vp5_pg_creer_periode_de_temps.jpg

The lower part is then activated:

vp5_pg_fenetre_periode_de_temps.jpg

Then, precise the characteristics of the Time period and click on the OK bouton.

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

The characteristics of a Time period are the followings:

Name

This is the Time period name.

Description

This is the Time period optional description.

History

This is the Daily calendar date, last modification hour and the user login who had made the last change.

It is an automaticaly update information.

Définition

By clicking to definition, the following window is then activated:

Then, it is possible to define the start and the end of Time period

The start and end of the period are defined the same way.

It is possible to define Time periods with:

  • Relative Start and End
  • Fixed Start and End
  • Fixed Start and Relative End
  • Relative Start and Fixed End
Fixed Date

In this case, it is necessary to specify a date and hour.

This date is independent of when the Time period is used.

Relative value

In this case, it is necessary to define a date on when the Time period is used.

Each rolling period is defined as:

  • A Relative value : A number. The reference period is represented by the number 0.
  • A Relative unit : Hour, Day, Week, Month…

Examples :

Time periods Current date (of the functionalitydate of use) Signification
The fixed date of 21/01/2011 whatever the current date always means the 21/01/2011
The relative value 1 day at the date of 31/12/2011 means the 31/12/2011
The relative value 1 day at the date of 02/01/2012 means the 02/01/2012

Duplicate a Time period

It is possible to duplicate an existing Time period:

  • In Global Settings > Right Click on Time period > Duplicate

The new Time period has the same name with the suffix - Copy :

vp5_pg_periode_de_temps_copy.jpg

Then, it is necessary to define the characteristics of the new Time period. (c.f. Create a Time period)

Modify a Time period

The modification of a Time period 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 Time period::

  • A Click on Time period to modify,
  • then Click on settings to modify
  • Modify the settings.

(c.f. Create a Time period)

It is impossible to modify the VISUAL PLANNING default Time period. (c.f. List see above)

Delete a Time period

The deletion of a Time period 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 Time period:

  • Either in Global Settings > Right click on the Time period to delete > Delete

vp5_pg_periode_de_temps_supprimer.jpg

The following window appears:

vp5_peeriode_de_temps_fenetre_suppression.jpg

To confirm or not the deletion click on YES or No.

It is not possible to delete a default Time period in VISUAL PLANNING

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USE

This section describes the use of a Time period by other functionalities of VISUAL PLANNING.

Events filter

It is possible to use a Time period as a criteria of events filter

Two attributes:

  • Start date
  • End date

vp5_filtre-evenement_periode_de_temps.jpg

It is also possible to do events filter with a criteria on a day.

Example: “Start date is Monday”

Contol column

In a control column heading, it is necessary to define the Time period on which the control will be applied.

The Time period is in the tab Filtering events > period > choice of the period (this month, this year,…)

vp5_pg_total_controle_periode_temps.jpg

Use by other features

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