VISUAL PLANNING 5.3 DOCUMENTATION

Operation Heading - Duration

DEFINITION

It is a heading of a dimension or a form

Dimension heading

A Duration Operation Heading allows to calculate the difference between two date headings of the same dimension, for each resource.

This heading can be persistence or not

It is possible to set thresholds (objectives) like the calculated headings.

Form heading

A Formula Operation Heading allows the calculation of the difference between two dates of an event:

  • Form heading
  • Dimension heading
  • Event start date
  • Event end date

It is not possible to apply thresholds (objectives).

REQUIREMENTS

Form

A form duration operation heading may use one or two headings of the same form with a type as follows Date hour,

Dimension : Non persistence heading

A non persistent duration operation heading needs one or two headings of the same dimension with a type as follows:

cf. Persistence

Dimension : Persistence heading

A persistent duration operation heading needs one or two headings of the same dimension with a type as follows:

cf. Persistence

SETTINGS

Create a duration operation heading

In the Global Settings menu:

  • Right click on a dimension > Create heading > Operation,
  • Right click on a form > Create heading > Operation.

The following window opens:

It is necessary to field the informations on this new heading, then click OK

The characteristics of a Duration Operation Heading are:

Name

It is the name of the heading.

Description

It is an optional description of the heading.

Type of heading

The type of the heading is Operation. This feature, selected previously, it is not modifiable.

Calculation type

Select Duration.

The other type is explained on the following page: Operation Heading - Formula

Heading 1

It is the first heading used for the calculation.

The type of this heading should be selected according to the requirements.

Dimension: it is possible to select Now i.e. the current date and hour of the system

Form: it is possible to select Start date or End date of the event.

Heading 2

It is the second heading used for the calculation.

The type of this heading should be selected according to the requirements.

Dimension: it is possible to select Now i.e. the current date and hour of the system

Form: it is possible to select Start date or End date of the event.

Unit

It is the unit of the result.

This unit could be:

  • Days,
  • Hours.

The result of this calculation is decimal.

For example: 0,5 hours means 30 minutes.

According to the calendar

This single choice list provides the following calendar choices:

  • Empty: 24/24h - 7/7j,
  • Name of the dimension of the heading: the calculation is done on the working days of the resource calendar ,
  • Name of a resource heading of the dimension: the calculation is done on the working days of the dependant resource calendar.

cf. Conversion days into hours

Display format

It is the way to show this operation heading in the differents screens of VISUAL PLANNING.

Four choices are possible:

  • Enter : Select the value 0
  • Decimal : Select the value 0,00
  • Enter percent: Select the value 0%
  • Decimal percent: Select the value 0,00%

Set the thresholds

The thresholds are colored indicators to show if an objective has exceed or not.

This property is not available for the Operation headings of a form.

cf. Headings with thresholds

Display reminder

If checked, this box allows to display the result as a balance between the objectif and the calculated value.

If any objective has been defined, this box is grey without any possibility to check.

This property is not available for the Operation headings of a form.

cf. Headings with thresholds

Display in percentage

This box allows, if checked, to display the result as a percentage of the value calculated in relation to the objective.

If any objective has been defined, this box is grey without any possibility to check.

This property is not available for the Operation headings of a form.

cf. Thresholds

Persistence

The checkbox persistence allows the heading to be persistence.

This box is grey, without any possibility to check, if at least one of the headings used for the calculation (Heading 1 and/or Heading 2) is not persistence.

This property is not available for the Operation headings of a form.

cf. Persistence

Modify 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.
(c.f. precautions to take when modifying the settings)

To modify a heading, Global settings > Select the dimension > Select the heading

The feature's windows opens.

Modify the characteristics (cf. Heading), then clic OK.

If the modification should not be done, click Restore.

cf. Modify a heading

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.
(c.f. precautions to take when modifying the settings)

Deleting a heading is irreversible.

c.f Delete a heading

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USE

Visualization

These heading's are visualized as all the others: c.f. heading's visualization

Calculation

The result of the heading Numeric Duration is the result of the following calculation.

The numeric operation heading is: <tex>Result= Heading 2 - Heading 1</tex>

Example 1 : with all the the headings daily defined

Heading 2 Heading 1 Result
11/03/2012 - 10/03/2012 = 1 J

Example 2 : with all the headings hourly defined

Heading 2 Heading 1 Result
11/03/2012 00:00 - 10/03/2012 12:00 = 12 H

Color of the resources

The resources can take the threshold's colors of the operation heading in the different views.

c.f. Thresholds

Constraints of the thresholds

When an event is modified, the constraints of the operation heading are verified:

If a warning constraint is not verified, the following message appears:

When an event is modified, the thresholds of the operation heading are verified.

The user can choose:

  • Respect the constraint > Click No. Any modification is done.
  • Do not respect the constraint > Click Yes. The modification is done.

The button Yes to all allows to not respect the several constraint in the case that several constraints are launched.

If an imperative constraint is launched, the following message appears:

In this case, the user can not do anything, except click Ok. The modification of events is not done.

cf. Constraints

Using in others operation headings

An operation heading can be used in other operation headings.

cf. Requirements

Display totals in a resources view

In a resources view, in table mode, it is possible to display the totals of operation headings.

For this, you have to simply check the box “Display totals” in Edit display settings window of the resources view.

C.f. Resources view

Using in others features

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