VISUAL PLANNING 5.3 DOCUMENTATION

Assignment

A Resource Assignment is the association of this resource to an event or another resource.

Several cases exist:

  • Assigning a resource to another resource.
  • Assigning a resource to an event:
    • Depending on the availability.
    • Depending on the distance.
    • Automatically.

Assign to another resource

This feature is available for all resources that have a Resource Heading.

From the properties window of a resource by clicking on the button for choosing a “dependent” resource: .

The following window will appear:

  • Select the resource in the list (if the “Load all resources” is checked in the dimension):

  • Click on the […] button:

This window is used to select a resource.

For this, the following actions are available:

  • Select a resource by left clicking on it.
  • Filter visible resources by selecting a resources filter.
  • Search resources through the identification headings of dimension.
  • Add a new resource.
  • Display more headings to make easy the choice with a double-click on the name of the dimension.

Some of these actions may be impossible, according to permissions of the user.

Assign a list of resources to an event

Select the resource in the list (if the “Load all resources” is checked in the Dimension).

Assign to an event according to the availability

This feature is available for all events.

From the properties window of an event by clicking on the button for choosing a resource: .

The following window will appear:

This window is used to select a resource.

For this, the following actions are available:

  • Select a resource by left clicking on it.
  • Select several resources by using Ctrl + left-Click on it (case of horizontal hierarchy).
  • Filter visible resources by selecting a resources filter.
  • Display only available resources according to an events filter and:
    • The duration.
    • The load.
  • Search resources through the identification headings of dimension.
  • Add a new resource.
  • Display more headings to make easy the choice with a double-click on the name of the dimension.

Some of these actions may be impossible, according to permissions of the user.

Notes:

  • If the same resource is assigned to several events in the same time, the available resources displayed in this window are those that are available on the duration of all selected events.
  • For a control column headings that have clicking date option, the start date of the event is the pivot date to calculate.

Assign to an event according to the distance

This feature is available for all events if there is a geolocation heading.

From the properties window of an event by clicking on the button for choosing a resource: .

The following window will appear:

This window is used to select a resource.

For this, the following actions are available:

  • Select a resource by left clicking on it.
  • Select several resources by using Ctrl + left-Click on it (case of horizontal hierarchy).
  • Filter visible resources by selecting a resources filter.
  • Display only available resources according to an events filter and:
    • The duration.
    • The load.
  • Compute distance by checking the box and selecting two geolocation heading.
  • Choose Location in period of resources by checking the box and selecting the period.
  • Search resources through the identification headings of dimension.
  • Add a new resource.
  • Display more headings to make easy the choice with a double-click on the name of the dimension.

Some of these actions may be impossible, according to permissions of the user.

Notes:

  • If the same resource is assigned to several events in the same time, the available resources displayed in this window are those that are available on the duration of all selected events.
  • For a control column headings that have clicking date option, the start date of the event is the pivot date to calculate.

Calculate distances

If the box Calculate the distance is checked, a column titled Distance appears

This column is not a type of field distance and is therefore not stored in the database.

This is only a column which facilitates the selection of resources.

It is calculated as the distance between two selected location-type topics.

c.f. Geolocation

Period of location

This option is useful only if the box Calculate the distance is checked.

If the box Location in is checked, choose a period in days or in hours:

  • Before
  • Or after

The distance calculation is then made based on the position of the resource in the events that follow (after) or above (before) the event on during the given period.

For resources with no localized event in the given period, it is considered that this is the topic of locating the resource that is taken as a benchmark for calculating distance.

Example :

business sense Example of associated settings
Mr. Durand lives in Lyon Mr. Durand, the resource has a section type Geolocation whose value corresponds to Lyon
Mr. Durand is going on a trip to Marseille on Monday Mr. Durand has an event on Monday that the “Activity” resource has a Geolocation field type and whose value corresponds to Marseille
Mr. Durand is not traveling on Tuesday Mr. Durand has no localized event on Tuesday
Wanted someone to work in Paris on Wednesday An event is positioned on Wednesday on a resource “Activity” including geolocation field type has a value that corresponds to Paris
How far is that Mr. Jones would have to go if he left the night before since home (Lyon)? Allocation according to distance with a period equal to location 0 Day
How far is that Mr. Jones would have to go if he left the day before yesterday evening since his last workplace? (Marseille) Allocation according to distance with a period equal to location 1 Day

Auto assignment

It is possible to allocate automatically resources to a set of existing events.

You need to define a criterion for allocation which is a filter and a set of headings.

c.f. Auto assignment

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