VISUAL PLANNING 5.3 DOCUMENTATION

Control Column Heading

DEFINITION

It is a dimension heading type.

A Control column heading type allows to make some calculations:

  • for each resource of a given dimension,
  • for all the events that meet filter,
  • during a defined period.

This calculation may concerns:

  • either the number of events,
  • or the duration,
  • or the load,
  • or some numeric values of a form,
  • or some valuation items.

A control column can be persistent or not.

SETTINGS

Create a control column heading

In the Global Settings panel, Right-Click on a dimension > Create a heading

Then, set the features of the new heading in the lower part of the Global Settings panel:

Finally, Click on the OK button to save the new heading.

This setting is also available by another entry point. (cf. Global settings).

The different features of a Control column heading are:

Name

The name of the Control column heading.

Description

This is an optional Description that will appears into a tooltip.

Type

The type is Control column.

Calculation type

The Calculation type describes the type of numerical information to take into account, for each resource, on all the events that answer to the filter for the defined period (c.f. Period).

The Calculation type is chosen between:

Number of events

The calculation will be done by counting 1 for each event.

Events Duration (h)

It is a conversion 1) into hours of all the events concerned by the calculation.

Events duration (d)

It is a conversion 2) into days of all the events concerned by the calculation.

Achieved duration (h)

When there are non achieved events, it is a conversion 3) into hours of the achieved duration of all the events on which a calculation is done, according to the Achievement rate.

Achieved duration (j)

When there are non achieved events, it is a conversion 4) into days of the achieved duration of all the events on which a calculation is done, according to the Achievement rate.

Occupation duration (h)

This is the duration in hours covered by the set of events, even if they overlap. This duration is discontinuous.

If two events overlap completely, so their duration is counted only once.

Occupation duration (d)

This is the duration in days covered by the set of events, even if they overlap. This duration is discontinuous.

If two events overlap completely, so their duration is counted only once.

Free period duration (h)

It is a conversion 5) into hours of all the free periods of the filtered period of the calculation. c.f. Free period

Free period duration (d)

It is a conversion 6) into days of all the free periods of the filtered period of the calculation. c.f. Free period

Load in hours (h)

It is a sum, in hours, of the loads of the events of the resource which meet the event filter and is included in the period. c.f. Load

It is necessary to choose a type of calculation of this charge. Thus, you must choose among the following values​​:

  • sum
  • Average per event
  • Average per day
  • Average per hour
Load in days (d)

It is a sum, in days, of the loads of the events of the resource which meet the event filter and is included in the period. c.f. Load

It is necessary to choose a type of calculation of this charge. Thus, you must choose among the following values​​:

  • sum
  • Average per event
  • Average per day
  • Average per hour
Free load (h)

This is the difference between the calendar time in hours and the event's load involved.

Free load (d)

This is the difference between the calendar time in days and the event's load involved.

Valuations

It is a sum of the valuation items that are selected. When the Valuation items calculation is selected, it is necessary to precise:

  • the valuation items to take in account,
  • the calculation unity,
  • and the calculation type that may be the:
    • sum
    • average per event
    • average per day
    • average per hour
Forms value

It is a sum of the numerical headings of the forms that are selected.

To do so, select into forms headings the button

By clicking on the button on the right, the following window appears :

Select the forms headings to totalise by checking the appropriate boxes.

Finally, click on the OK button.

Resources values

It is a sum of the numerical headings of the events resources. In this case, it is necessary to select the headings to totalise and to precise if the doubloon must be calculated twice.(cf. below No duplicate.

By clicking on the button on the right, the following window appears :

Display format

  • Integer: Select 0 as value.
  • Decimal : Select 0,00 as value.
  • Integer percentage: Select 0% as value.
  • Decimal percentage: Select 0,00% as value.

Persistence

The check box Persistence allows to define the control column as persistent.

c.f. Heading persistence

No duplicate

In the case of a calculation on resources values, this checkbox treat the case of several events of the same resource. If checked, the same heading will be counted only once.

Thresholds definition

The thresholds are indicators of goals overtaking.

c.f. Thresholds

Display remainder

This check box, if checked, displays the result in the form of a remainder between the target and the calculated value.

c.f. Thresholds

Display in percentage

This check box, if checked, displays the result in the form of a percentage of the calculated value compared with the target.

c.f. Thresholds

Events filters

The events filter allows to limit the calculation for each resource into certain events of this one.

It can be:

Period

The Period is the period on which the control column is applied: c.f. Time period

If an event is not entirely into the period, only the part of the event that matches the period is calculated.

Type of intersection

The Type of intersection is chosen between the following values:

  • Intersect the period
  • Cover the period
  • Are included in the period
  • Start in the period
  • End in the period

Clicking date

The Clicking date option allows to choose the period with a click.

Period according to the time

This check box allows, if checked, to use the period defined above (only slipping period) and the mouse click. This click represents the fulcrum of the period.

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

Modifying a heading can be done into the Global Settings panel.

The features can be modified (c.f. Create a heading) in the low part of the window and be validated by clicking on the OK button.

If it is not the right modification, click on the Restore button.

cf. Modify a heading

Delete a control column 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)

cf. Delete a heading

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USE

Visualization

These types of headings can be visualized as the other headings : c.f. View the headings

Resources Color

The resources can take the colors of the thresholds of a control column heading in the various views.

c.f. Thresholds

Thresholds Constraints

When an event is modified on the planner, the constraints on the thresholds of the control column are verified.

Important:

  • If the heading is not persistent, the heading should be visible in the view.
  • If the heading is persistent, it is not necessary to view this heading to launch the constraint.

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

The user can choose :

  • to respect the constraint by clicking on the No button. The modification will not be applied.
  • or not to respect the constraint by clicking on the Yes button (or Yes to All for all the events). The modification will be applied.

If a forbidden constraint is not respected, the following message appears :

In this case, the user can not do anything, except clicking on the OK button. The modification of the event is not applied.

c.f. Constraints

Operation heading type

A control column heading can be used in a Operation heading type, if it is persistant.

c.f Operation Heading

Display totals in a resources view

In a resources view, in table mode, it is possible to display the totals of control column 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

Others functionalities

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