VISUAL PLANNING 5.3 DOCUMENTATION

Events Handling

This page lists all the operations can be done on an existing event.

This may require you read first:

VIEW THE EVENTS

The events are viewed in a schedule view, a diary view or a events view.

Example:

View of an event on a schedule view.

Some characteristics of the events can be viewed through the duration bar, notably their tooltips, in a schedule view or in a diary view.

Simultaneously, it is also possible to view the same events in different views.

To make easier the visualization in multi-views, it is possible to synchronize the characteristics on several views. (cf. Synchronization of the views)

ASSIGN A RESOURCE

The modification of the event resources implies the application of the creation rules and the verification of the events hierarchy. They must be conform.

To assign an additional resource to an event:

  • Double-click on an event.
  • Right-click on an event > Modify.
  • Right-Click on an event > Assign.
  • Ctrl + Drag&Drop a resource on an event.

According to the existing hierarchies, this action can:

  • Add a resource to the existing resources of the event (one resource per dimension maximum).
  • Create a son event which will have all the properties of the father event and the properties of the additional resource.

cf. Assignment

MODIFY AN EVENT

The modification of the event resources implies the application of the creation rules and the verification of an events hierarchy. They must be conform.

To modify the event properties, Right-Click on an event > Modify.

cf. Events properties

DELETE AN EVENT

To delete an event:

  • Either Right-Click on the event > Delete.
  • Or Select a group of events + DELETE button of the keyboard.

The following message appears:

Then, click on:

  • Yes to delete the event.
  • No to cancel.

To delete a selection of events, do:

  • Either a Right-click on a selection of events > Delete.
  • Or Select the events + DELETE button of the keyboard.

Then, click on:

  • Yes to delete the selected event.
  • Yes to all to delete all the selected events.
  • No to cancel for the selected event.
  • Cancel to cancel the deletion of all the selected events.

Via this action, the event or the selection are deleted from the planner.

It is possible to cancel this planner modification via the Cancel button or via the keyboard shortcut Ctrl + Z.

cf. Deletion

DELETE EVENTS IN A DIMENSION

It is possible to delete several events of a given size to a certain date.

c.f. Removing events from one dimension

SELECT EVENTS

The selection of one or several events is simply done in these same views.

cf. Selection

COMPACT EVENTS

The compactage allows to place a selection of events behind each other without time between them or with a fixed time between them.

c.f. Compact events

SHIFT AN EVENT

The events can be simply shift with the mouse.

cf. Shifting

DUPLICATE AN EVENT

It is possible to simply duplicate an event or a group of events.

cf. Duplication

REPEAT AN EVENT

SPLIT AN EVENT

It is possible to split an event in two distinct events that have the same properties.

This operation can be done on a group of events.

Just Right-Click on the event > Split.

The division is made on the left of the cursor position.

If the split event have a valuation item which is fixed, the following window appears:

Click on :

  • Yes” or “Yes to All”” (if several events are selected) to spread the valuation item value on the duration of each event created.
  • No” or “No to All” (if several events are selected) to keep the initial value for each event created.

SEARCH FOR EVENTS

Any user of VISUAL PLANNING can, in addition, search for one or several events in a schedule view or in a resources view.

cf. Search

EVENTS FILTERS

It is possible to create named events filters or to make selection filters.

cf. Filter

SORT EVENTS

It is possible to sort events in an events view.

cf. Sort

EVENTS SUPERPOSITION

Two events may be superposed on the same resource at the same date.

cf. Superposition of events

It is possible to create links between the events.

cf. Link

EVENTS IMPORT

It is possible to import one or several events.

cf. Import events

EVENTS EXPORT

It is possible to export one or several events.

cf. Export events

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