VISUAL PLANNING 5.3 DOCUMENTATION

Events Creation

This page describes the creation process of an event.

Reading the following pages might be required:

WAYS OF CREATING AN EVENT

There are several ways to create an event in VISUAL PLANNING.

  • The Drag&Drop.
  • The Copy-Paste of an event.
  • The Copy-Paste of a resource on an other one.
  • The vertical repetition.
  • The horizontal repetition.
  • Automatically, when creating a resource.

1 - Drag&Drop

Resource on a planner or a diary

An event is created by a Drag&Drop of a resource on the planner or on the diary:

Resource on resource

It's possible to use the drag&drop to copy-paste all the events of a given resource onto an other resource.

To do it, drag a resource 1 onto a chosen date of the resource 2 planner. To be sure that you are on the resource 2 planner, check that the resource 2 is highlighted.

The following window will appear:

Two options are available:

  • Yes, from first > All the events of the resource 1 will be paste on the resource 2 planner, the first event will start at the date chosen for the drag&drop.
  • Yes, from last > All the events of the resource 1 will be paste on the resource 2 planner, the last event will end at the date chosen for the drag&drop.

Double click on a planner

Double click on the planner of the chosen resource. The windows allowing you to edit an event opens up.

2 - Using the mouse

Right click on the planner of the chosen resource > A contextual menu opens > Choose “Add an event”:

Two cases might exit:

  • The resource has only one hierarchy,
  • The resource is associated with two or more hierarchies. Choose the right hierarchy.

4 - Duplication

5 - Repetition

6 - Automatically, when creating a resource

When the check box Automatic event creation is checked, an event will be automatically created, immediately after a resource is created. This event will be placed by default to the current date.

cf. Dimension settings

EVENT CREATION PROCESS

VISUAL PLANNING runs a number of verifications before creating an event.

VISUAL PLANNING checks:

  • The Resources linked to the event.
  • The Creation rules.
  • The Events hierarchies.
  • The Permissions.
  • The Constraints.

1 - Take into account the resources of the event

The associated resources are:

  • Those which had been used for the creation by drag&drop.
  • The possible dependent resources of these resources, i.e. the ones attached to a resource via the resource heading.

2 - Creation rules

Then, the creation rules are applied according to all the resources bound to the event.

These creation rules allow to add or replace the resources linked to the event and to give other characteristics to the event.

If a resource has no creation rule assigned, it will be impossible to create an event by a drag and drop of this resource.

3 - Event hierarchies

VISUAL PLANNING verifies that at least one events hierarchy allowing the creation of an event from the selected resources exists. VISUAL PLANNING checks, not only the combination of resources used for the drag and drop, but also the resources bound to those ones via the resource headings.

There are three possible scenarios:

  • No events hierarchy allows this combination of resources : the event is not created,
  • An events hierarchy allows this combination of resources: the event is created,
  • An events hierarchy allows the creation of the event with this combination of resources but one or more resources has to be selected and add to the event. Once the required resources are attached to the event, the event is created.

4 - Permissions

VISUAL PLANNING verifies in the permissions that the user is allowed to create this type of event

Two scenarios are possible:

  • The user has the permission to create the event: the event is created.
  • The user is not allowed to create the event: A message box appears and the event is not created.

5 - Constraints

Finally, VISUAL PLANNING looks for a constraint linked to the creation of this type of event.

There is 4 types of constraints:

Three scenarios may happen:

  • There is no constraint applicable to the event: the event is created.
  • The event does not comply with a constraint and VISUAL PLANNING notifies that to the user, the following windows pops up automatically:

This constraint is called a “Warning constraints”, it leaves to the user the choice to create or not the event despite the non-compliance of the event with a constraint.

  • The event does not comply with a constraint and VISUAL PLANNING forbids the creation of the event : no event is created and the following windows pops up automatically:

This constraint is called an “Imperative constraint”, there is no way for the user to create an event that is not fulfilling the constraint's conditions.

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