VISUAL PLANNING 5.3 DOCUMENTATION

Operation Heading - Formula

DEFINITION

This is a heading type of dimension or a form

Dimension

A Formula Operation Heading allows a calculation between two or several headings of the same dimension, for each resource.

A heading of this type can be persistent or not.

It is possible to apply thresholds (objectives) as for calculated headings.

Form

A Formula Operation Heading allows a calculation between two or several headings of the same form, for each event.

A heading of this type is always persistent.

It is not possible to apply thresholds (objectives).

REQUIREMENTS

Heading non-persistent

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

c.f. persistence

Heading persistent

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

  • Numerical,
  • Persistent Control Column,
  • Persistent Operation,
  • or Persistent Event Value.

cf. persistence

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

  • Numerical,
  • Operation.

SETTINGS

Create a formula operation heading

In the Global Settings panel:

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

The lower part is then activated :

The next step is to specify the characteristics of this new heading, then click the OK button

The characteristics of a formula operation heading are :

Name

This is the name of this heading.

Description

This is the optional description of the heading.

Type

The type is Operation. This feature, previously selected, is not editable

Calculation type

You must choose the type of operation : Formula

The other type of operation is: Operation Heading - Duration

Formula

To capture the headings that will be the terms of the formula, simply right click in the formula window> select the heading.

Then, enter the operator.

It is necessary to set the formula.

Dimension

To do this, it is possible to use:

Form

To do this, it is possible to use:

  • Calculation of the event: Event-Number, Event-Duration in Hours, Event-Duration in Days, Event-Load in Hours, Event-Load in Days.

If a syntax error is detected after entering the formula, the following error message appears:

Headings

Right click in the window > Select the heading :

  • numerical or calculated headings from the same dimension or form,
  • numerical or calculated headings from a dependant resource,

These headings must be according to the Requirements above.

Operators

These are the operators used for the calculation.

The choices are:

  • Brakets : ()
  • Addition : +
  • Substraction : -
  • Multiplication : *
  • Division : /
  • The absolute value of X : abs(X)
  • Integer round of X : round(X)
  • The upper integer value of X : ceil(X)
  • The less integer value of X : floor(X)
  • The minimum value between a and b: min(a,b)
  • The maximum value between a and b: max(a,b)

cf. Calculation see below

Constants

A constant is an integer or decimal.

To use constants when setting the formula, just enter them directly in the window.

Display format

This is the way to see this heading type operation in different windows VISUAL PLANNING.

Four options are available:

  • Integer : Select the value 0
  • Decimal : Select the value 0,00
  • Percentage full : Select the value 0%
  • Percentage decimal : Select the value 0,00%

Thresholds definition

The thresholds are colored indicators exceeded thresholds or not.

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

cf. Thresholds

Display remainder

This box permits, if checked, to display the result as a balance between the objective and the calculated value.

This box is grayed out, without the possibility of the check, if no targets are set.

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

cf. Thresholds

Display in percentage

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

This box is grayed out, without the possibility of the check, if no targets are set.

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

cf. Thresholds

Persistence

The check box sets the persistence section as persistent.

This box is grayed out, without possibility of check, if the headings used in calculation (Heading 1 and/or Heading 2) are not persistent.

This property is not available for the Operation headings of a form. On this case, the heading is always persistent.

cf. Persistance de rubrique

Modify a heading

The modification of a heading changes the architecture model of planning.

It is a strong act of setting, should not made without reflection.

(cf. precautions to take when modifying the configuration)

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

The lower part of the window is then activated.

It is to modify the characteristics (cf. Création d'une rubrique), then click the OK button.

If the change should not be taken into account, you must ckick on the Restore button.

cf. Modify a heading

Delete a heading

Deleting a heading changes the architecture model of planning.

It is a strong act of setting, should not be made without reflection.

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

Deleting an item is irreversible.

c.f. Delete a heading

USE

Visualization

The headings of this type are viewed as all the headings

cf. visualization of headings

Calculation

The value of the heading type operation is the result of all calculation using one of the operators.

Examples

Result=round(Heading1)
Heading1 Result
0,5 1
Result=ceil(Heading1)
Heading1 Résult
0,3 1
Result=floor(Heading1)
Heading1 Résult
1,5 1
Result=min(Heading1,Heading2)
Heading1 Heading2 Résult
1,5 1 1
Result=max(Heading1,Heading2)
Heading1 Heading2 Résult
1,5 1 1,5

Color resources

Resources can take the colors of the thresholds of a heading type operation in different views.

c.f. Thresholds

Constraints Threshold

When changing the schedule of events, the constraints of the thresholds of Operation Heading are checked :

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

The user can choose :

  • to respect the constraint by clicking the No button. The change will not be considered.
  • or not to respect it by clicking Yes. The modification will be considered.

The Yes to all button allows to not respect none of the constraint if several are applied.

If an imperative constraint is not respected, the following message appears:

In this case, the user can do nothing, except click on the OK button. The change of events that caused this message into account.

cf. Constraints

Using in other operation headings

If persistente, an operation heading may be used in the calculation of another entry of type Operation.

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

Use by other features

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