VISUAL PLANNING 5.3 DOCUMENTATION

Heading

DEFINITION

A Heading brings informations on resources or events.

Headings can be seen as characteristics of dimensions and forms.

There are many different headings' types based on the information to enter.

SETTINGS

Create a heading

To be able to create any type of heading it's mandatory to be alone the only user connected on the planner.

To create a Heading, go to Global Settings panel:

  • Right click on the name of a dimension > Create heading
  • or Right click on the name of a form > Create heading

Headings' characteristics depends on the chosen headings' types.

For each planner, the maximum number of headings that can be created is 1000.

Duplicate a Heading

It is also possible to Duplicate an existing heading.

To do so, Right click on the Heading to duplicate > Duplicate

The new heading is created with the name of the older suffixed by - copy.

Modify a Heading

The modification of a Heading involves an important change in the planner's architecture.

It is a powerful act of setting which should not be made without consideration.
(cf. precautions to take when modifying the settings)

The modification of a heading is done by selecting the heading in Global settings panel.

The lower part is then activated:

Then it is necessary to modify the characteristics (cf. Create a heading), then Validate by clicking on the OK button.

If the modification should not be taken into account, you must click on the Restore button.

Convert a heading's type

It is impossible to convert heading's type in the setup window of the heading.

To convert a heading from one type to another, Right click on the heading > Convert .

The only changes allowed are:

From To
Text Multi-line text
Text Single choice list
Text Multiple choice list
Single choice list Multiple choice list

This conversion will take the existing values in the database.

Delete a heading

The deletion of a Heading involves an important change in the planner's architecture.

It is a powerful act of setting which should not be made without consideration.
(cf. precautions to take when modifying the settings)

The deletion of a heading is made in the Globals settings panel.

To do so, Right click on the heading > Delete.

A confirmation message appears:

  • Click on the Yes button to confirm the deletion ,
  • or on the No button to Cancel the deletion.

To delete two headings or more, just press Ctrl or Shift during the selection of headings.

USE

Visual information

That is the most apparent role: the headings are displayed on the screen or on the event's duration bar.

Research criteria and filters

Headings are used to define criteria for different types of filters. So if you want to filter on a certain feature, you must create a heading to include that characteristic.

cf. Filter
cf. AutoFilter

Sort criteria

When a Schedule view and/or Resources view is activated, resources of a dimension can be sorted by heading's features (in case of a tie, this will be according to the values contained in the next two headings).

This sort principle is also present in the Events view.

cf. Sort

Use in valuation item

Numeric headings may be used to define automatics valuations for events.

cf. Valuation item

Use as control thresholds

Some headings may be used to establish control thresholds for Control Column Heading and Operation.

These are the headings:

cf. Thresholds

Identification heading

For each dimension, it is necessary to define one or severals identification headings in order to identify resources on the whole schedule.

cf. Identification Heading

Single identification key

This option prevents the repetition of the same value creating, duplicating and importing lines.

Two cases are possible:

Single identification key for one heading

The heading's value can be found only once in the whole resources of the dimension.

Single identification key for several headings

Combining values from this set of headings can be found only once in the whole resources of the dimension.

Required heading

This option forces the user to enter a heading's value defined as mandatory.

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