VISUAL PLANNING 5.3 DOCUMENTATION

Creation rule

DEFINITION

A creation rule is an entity that coordinates all the characteristics of the future events created.

Each event creation is led by the creation rules.

Furthermore, an event modification may be led by the same rules.

SETTINGS

Create a rule

To create an event creation rule, go to Global settings > Right-click on Events creation rule > Create events creation rule

The lower part is then activated:

Set the characteristics of the creation rule and validate by clicking on the OK button.

This setting is also accessible via another entry point (cf. Global Settings).

Fill in the following characteristics:

Name

It concerns the name of the events creation rule.

Description

It concerns an optional description of the events creation rule.

History

It concerns the date, the hour of the last modification of the events creation rule. It concerns also the login of the user who made this modification.

This property is automatically updated.

Priority

A Priority notion can be set to the events creation rules.This priority goes:

  • from 1 (the highest priority)
  • to 9 (the lowest priority)

The priorities allows to choose, among the events creation rules that matches the resources of the new event, the creation rule which will define the value of the current characteristic.

Finally, the default rule is applied for the undefined characteristics.

cf. Create an event

Edition window

This feature is active only when the check box Display the edit window is checked. You can choose a default type of Events Input Editor.

cf. Events Input Editor

Display the edition window

It allows to choose if the edition window of the event will be opened when creating the events that match the creation rule.

Calendars

The events creation rule can determine the dimension that will lead:

For each of these types, the calendar is:

  • Either undefined,
  • Or defined according to a dimension.

Form

It is possible to assign a form to the events creation rule. Only one form can be assigned.

A list allows to choose a form among the existing forms.

It is also possible to assign no form or undefined.

Event type

The type of the future event (daily, half-daily, hourly) can be defined by the events creation rule.

This property can be:

  • Either undefined,
  • Or defined according to a heading of resource,
  • Or defined with a determined value.

Duration

It is the default duration of the future event.

This duration can be:

Attention : In the case of a hierarchy where the Date of son events are Continuous or Similar, the durations of all sons events are managed by the duration of the father and not by the creation rule settings.

cf. Duration

Working

It allows to precise whether the future event will be a Working event or not.

The choice will be made between:

  • Either undefined,
  • Or according to a heading (it is a boolean heading),
  • Or a boolean fixed value(check box).

cf. Working

Start hour

In the case of a hourly event, it is possible to precise its start hour.

This characteristic can be:

  • Either undefined,
  • Or according to a heading which is a Hour Date heading,
  • Or a determined value.

This start hour is useful when creating an event on a View on which the Time scale is larger than the hour.

Example :

Creation of a hourly event in a view using a Day time scale.

Type of load

The property of the type of load can be:

  • either undefined,
  • or defined according to a heading which is a text,
  • or defined by a value that can be:
    • Automatic,
    • in Day by day,
    • in hour by hour,
    • in hour,
    • in day,
    • in percentage.

cf. Load

Load

It is the value of the default load of the future event.

This load can be:

cf. Load

Automatic achievement

It is also possible to precise whether the future event will have an automatic achievement or not.

This characteristic can take the following values:

  • Either undefined,
  • Or according to a heading of a resource (it is a boolean heading),
  • Or a determined boolean value (check box).

cf. Achievement

Resources

It is also possible to add another resources to the future event.

So, a resource per existing dimension can be chosen.

In case of conflict with the dependent resources, priority is given to the creation rule.

Valuations

It is possible to assign one or several valuation items and their values.

By clicking on the button on the right, the following window appears:

Set the following values:

Coefficient

It is the coefficient of the valuation item. This property can be:

Fixed value

The fixed value of the valuation item can be:

Value per unit

The Value per unit can be: * Either undefined,

Unit

The Unit can be:

  • Either undefined,
  • Or according to a heading (it is a text heading),
  • Or a given value which can be a:
    • Day,
    • Hour,
    • Load in hour,
    • Load in day,
    • Of the event.

cf. Valuation item

Modify a rule

The modification of an events creation rule 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 an events creation rule, go to Global settings > Click on the right creation rule.

The lower part is then activated to allows to modify the characteristics.(cf. Create a rule)

Delete a rule

The deletion of an events creation rule 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 creation rule, go to Global settings > Right-Click on the rule > Delete.

It is not possible to delete the default creation rule.

The deletion of a creation rule is irreversible.

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ASSIGNMENT

The events creation rule are assigned to the dimensions, ie all the resources of the dimensions.

For certain resources, the events creation rule can be modified.

Assign to a dimension

It concerns the default creation rule which is assigned by default to the whole resources of a dimension.

cf. Dimension

Assign to a resource

It is possible to modify a creation rule for certain resources..

c.f. Resource

USE

Event creation

When creating an event, the following process is established:

  1. Taking the resources of the event into account:
    • resources of the intersection. Those which allow the drag&drop.
    • resources which depend on the resources heading types.
  2. Application of the creation rules according to the group of associated resources.
  3. Verification of the conformity of the hierarchy of the resources of the event.
  4. Verification of the potential constraints.

The creation rules are applied, item by item, according to the priority of the creation rules of the resources.

cf. Create an event

Example 1 - Priorities between creation rules:

Let:

  • CR1: the creation rule which priority is 1. This rule only defines:
    • the Hourly type,
    • a duration equals to 5H00.
  • CR2 : the creation rule which priority is 2. This rule only defines:
    • the Hourly type,
    • a duration equals to 2H00,
    • and a start hour equals to 10H00.
  • Default rule : the default creation rule of the planner.
  • R1D1 : the resource 1 of the dimension D1 which have any resource heading type. This resource have the creation rule CR1.
  • R1D2 : the resource 1 of the dimension D2. which have any resource heading type. This resource have the creation rule CR2.

A drag&drop of R1D2 on the schedule of R1D1 induces the creation of an event with the following properties:

  • Hourly type –> from CR1
  • Duration equals to 5h00 –> from CR1
  • Start hour equals to 10H00 –> from CR2
  • The other properties –> from the Default creation rule

Thus:

Type Duration Start hour Others settings
Rule CR1 (Priority 1) Hourly 5 Nil Nil
Rule CR2 (Priority 2) Hourly 2 10H00 Nil
Default rule (the lowest priority) Default Default Default Default

Example 2 - Addition of a resource when creating an event

Let:

  • Row 1: A resource of the dimension D1,
  • Icon 1: A resource of the dimension D2,
  • Color 1: A resource of the dimension D3,
  • CR: The creation rule which add the resource Color 1.

The creation rule CR is allocate to the Icon 1.

The creation of an event by a drag&drop of the Icon 1 on Row 1 at a given date implies that the created event will have:

  • Row 1
  • Icon 1
  • and Color 1

Event Modification

When an event is re-allocated on the planner, this one will combine the properties of the existing events creation rules. These properties may act on:

  • the valuation;
  • the hourly calendar;
  • the daily calendar;
  • the duration of the event;
  • the load of the event.

The creation rules works on the assignement of the resources concerning the properties that belong to the resource:

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