VISUAL PLANNING 5.3 DOCUMENTATION

Resource Heading

DEFINITION

It is a dimension's heading type.

This type of heading allows to define a “dependent” resource of the same dimension or another..

For this it is necessary to define the dimension of the resource and eventually default value.

This heading type can be used by autofiltering.

SETTINGS

To create a Heading, go to Global Settings panel:

  • Right click on the chosen dimension's name> Create heading
  • or Right click on the chosen form's name> Create heading
  • or Right click on the chosen heading's name > Create heading

The lower part of Global Settings is then activated:

Specify the characteristics of the heading, then confirm by clicking on OK.

This setting is also accessible by another entry point (c.f Global Settings).

Characteristics of a Resource are the following:

Name

This is the heading's name.

Description

This is the heading's optional description.

Heading type

The Resource type is defined. It can not be modified.

Index

If this box is checked, the heading is indexed in the database.

Warning

Index the headings is really useful in some cases.

We strongly recommend to contact the Support of STILOG I.S.T. whether manipulations of this type are needed.

Default Value

A default value may be used to create a new resource (resource heading) or event (form heading).

Prohibit default value

If this box is checked, the user must fill the heading value but he can't use the default value.

Autofiltering

If it is checked, this box allows to define this heading as being subject to autofiltering.

cf. Autofilter

Resource filter

It is possible to define the resources that could be referenced by the ressource's heading. To do this, it is necessary to set the filter of resources.

Associate to events

This box if it is checked allows to affects a “dependent” resource for the events which are or will be created.

Dimension

It is necessary to define the “dependent” resource dimension.

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 Global sttings in the heading's panel.

The following 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.

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)

Deleting a heading is irreversible.

cf. Delete a heading

USE

Assign to a resource

It is possible to associate a resource with another resource called “dependent”.

Right click on a resource > Modify > Chose a “dependent” resource by clicking on: if the “dependent” dimension contain more than 1000 resources or otherwise by selecting one value of the list.

cf. Assignment

Associate to events

If the box Associate to event is checked, the “dependent” resource is assigned to all events of the resource.

Any events created on this resource is also assigned to the “dependent” resource.

An event can only have one resource of the same dimension.

So, it is highly recommended to define distinct dimensions for each resource headings of a dimension.

In addition, verify that a hierarchy allows this association.

Modify a dependent resource

If the Associate to event box is checked, when the user modifies a “dependent” resource of a resource, the following message appears:

Three options are available:

  • Yes to All : All the events will be modified with the new dependent resource,
  • Yes from a beginning date : All the events will be modified if they begin after the chosen date,
  • No : The modification does not concern the past events.
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