VISUAL PLANNING 5.3 DOCUMENTATION

Valuation item

DEFINITION

A Valuation item allows to assign one or several numeric values to every event.

It can be :

  • amount
  • mileage
  • rate
  • etc

A valuation item can be calculated in a fixed way or according to duration.

When several values are affected to an event, each one refers to a different valuation item.

SETTINGS

Create a valuation item

To create a valuation item, open the Global Settings panel > Right-Click on a Valuation item > Create a Valuation item.

The following window appears :

Fill in the different features and click on the OK button.

Name

It is the Name of the Valuation item.

Description

It is an optional description of the Valuation item.

History

It concerns the date, the hour of the last modification of the dimension or its headings. It concerns also the login of the user who did this modification.

This property is updated automatically.

Global unit

It is the unit in which the Valuation item must be converted.

Basic unit

It is the unit in which the Valuation item is expressed.

Coefficient of conversion

It is the coefficient of conversion of the basic unit to the global unit.

This coefficient allows to convert days into euros for exemple, or pallets into trucks.

Display the coefficient

Additional coefficients may be applied on working types of periods. it allows, for example, to define that working on saturdays is counted as 150%.

This check box defines whether the valuation item needs a coefficient or not.

Display the fixed value

This check box defines whether the valuation item needs a fixed value or not.

Display the time unit

This check box defines whether the valuation item needs to show the time unit or not.

Display the value per unit

This check box defines whether the valuation item needs a variable value per unit (time unit,…) or not.

Coefficient

For each type of working periods, it is possible to precise additional coefficients that can be applied to the events which run through these period types.

For exemple, saturday work may be counted at 150%.

Assign a valuation item to a creation rule

After creating a valuation item, it is necessary to allocate it into an event creation rule.

To do so, specify its values in the definition window.

c.f. Creation rule

Modify a valuation item

The modification of a valuation item 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 valuation item, select it into the Global Settings. (c.f. Create a valuation item)

Delete a valuation item

The deletion of a valuation item 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)

In the Global Settings panel > Valuation item > Click on the Valuation item >Delete to delete the Valuation item.

The following window appears :

  • Click on Yes to definitely delete,
  • Click on No to cancel.

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USE

Fill in the values of a valuation item

To seize a value into a Valuation item, Right-click on an event >Modify.

The following window appears :

In the Valuation tab, seize the values into the Value column and Click on the Validate button.

There are six values for each valuation item.

c.f. Calculation method of a valuation item

Only the visible values can be seized. (cf. Create a valuation item)

The potential values to seize are the following:

  • Time unit
    • Day
    • Hour
    • Load in days
    • Load in hours
    • Of the event
  • Fixed value (if visible)
  • Value per unit (if visible)
  • Coefficient (if visible)

The Total in basic unit is calculated automatically, as the Total in global unit.

The Total for all the valuation items of the event is also calculated autimatically.

Finally, confirm by clicking on the OK button.

Allocate a valuation item to an event

A Valuation item can be directly assigned to an event.

However, use this method only punctually. The assignement to a creation rule is preferable.

To assign a Valuation item to an event, Right-Click on an event > Modify.

The following window appears:

Add an additional valuation item to an event

Click on the Add button > Select the appropriate Valuation item.

Then, fill in the values of the Valuation item. (c.f. Fill in the values of a valuation item)

Remove a valuation item to an event

Click on the Delete button > Select the appropriate Valuation item.

View a valuation item

The values of the Valuation items can be displayed:

Add a coefficient according to the period type

A Valuation coefficient can be added to a type of period.

This assignement is automatically made during the creation or modification of the events on the planner.(cf. Coefficients)

This coefficient applies only to variable valuation and no to fixed valuation.

Re-calculation of a valuation item

Splitt an event

Several events contain a valuation item and the fixed value is calculated by an event creation rule.

After splitting these events, the following message comes up:

You can then choose :

  • Yes : the fixed value of the valuation item is then smoothed in the new events according to their respective durations,
  • Yes to all : same for all splitted events in the case of a splitt of multiple events,
  • No : the fixed value of the valuation item is then kept in the new events according to their respective durations,
  • No to all : same for all splitted events in the case of a splitt of multiple events,

Modify a resource

During modification of the Numerical Heading of a resource, if it is used by a creation rule to define a valuation item, the following message comes up:

You can then choose:

  • Yes to all : this new value is associated with all events on which the ceation rule applies,
  • Yes from : Same thing from the selected date in the following message:

  • No : The events are not updated.

Calculation method of a valuation item

Elementary case

It concerns the case where the event crosses only a single type of period.

So be it:

  • : the total value of the Valuation item,
  • : the global coefficient of conversion,
  • : the coefficient of the Valuation item,
  • : the fixed value of the Valuation item,
  • : the duration of the event,
  • : the variable value of the Valuation item per unity (time, load,etc),
  • : the coefficient of the only crossed type of period.

The total value of the Valuation item is then calculated as below:

General case

It concerns the calculation method which answers to all the cases, that there are one or several types of periods that are crossed by the event.

So be it:

  • : the total value of the Valuation item,
  • : the global coefficient of conversion,
  • : the coefficient of the Valuation item,
  • : the fixed value of the Valuation item,
  • : the number of types of period that are crossed by the event,
  • : the duration of the part of the event that crossed the type of period <tex>i</tex>,
  • : the variable value of the part of the event that crossed the type of period
  • : the coefficient of the type of period <tex>i</tex>.

The total value of the Valuation item is then calculated as below:

Use by another functionalities

The Valuation items of the events are bound to be used by various summary tables:

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