VISUAL PLANNING 5.3 DOCUMENTATION

Identification headings

DEFINITION

Identification headings are defined for all resources of a dimension.

They represent each resource of a dimension in the different windows of VISUAL PLANNING.

This display is represented as a concatenation of one or more headings separated by one or more defined characters.

Example:

If the headings called NAME et First name are the two identification headings of the dimension Persons and if the separator is ” - ”

Each resource will be represented as following : NAME - First name

  • SMITH - John
  • JACKSON - Charles

SETTINGS

The identification headings are defined in the settings of each dimension.

cf. Create a dimension

USE

Identification headings are used in several cases:

Events properties

In the edition window of an event, resources are visible in the Resources block.

Each resource is represented by:

  • an icon
  • a color
  • a text corresponding to the identification headings.

cf. Events properties

Resource headings

Table mode

In a Schedule view or in Resources view (table mode), all resource headings are identified by the identification headings of their “dependent” resources.

In a resource heading, all the identification headings are shown. These identification headings are separated by a string : the separator.

cf. Resource Heading

Choose a dependent resource

In the edition window of a resource, “dependent” resources are easily shown.

When changing the “dependent” resource, a window appears on a table which contains the identification headings in the different columns.

cf. Assignment

Assign a resource to an event

Assigning a resource is possible by a right-click on the event > Assign

A table which contains columns that are identification headings appears.

cf. Assignment

Imports et Exports

Import resources

When importing resources, if a resource heading must be imported, it is necessary to import the identification headings with the separator defined in the definition of the dimension.

cf. Import Resources

Import events

When importing events, if a resource must be imported, it is necessary to import the identification headings with the separator defined in the definition of the dimension.

cf. Import Events

Export resources

When exporting resources, if a resource heading is exported, the identification headings with the separator are exported.

cf. Export Resources

Export events

When exporting events, if a resource is exported, the identification headings with the separator are exported.

cf. Export Events

Example:

If the headings called NAME et First name are the two identification headings of the dimension Persons and if the separator is ” - ”:

Each resource will be represented as following : NAME - First name

  • Each imported resource heading must have the following syntax: NAME - First name (SMITH - John)
  • Each exported resource heading will have the following syntax: NAME - First name (SMITH - John)

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