VISUAL PLANNING 5.3 DOCUMENTATION

Context menu

Context menu is a menu that appears by right-clicking on a resource, an event, or the date.

This menu is different depending on the view and used according to where was done the right click.

Some elements of these menus are grayed out depending on previous actions taken by the user.

EVENTS VIEW

Context menu on event

This menu is accessible by right-clicking on an event.

Context menu on heading

This menu is accessible by right-clicking on headings header.

  • Sort: cf. Sort
  • Fit width: Adjust the width of the column or all depending on the number of characters
  • Header height: Adjust the height of the column : twice, third or forth the normal size
  • Filter resources: Resources filter
  • Use AutoFilters: cf. Autofilter
  • Filter events: cf. Events Filter
  • Choose period: cf. Time period
  • Filter resources from others dimensions: cf.Resources filter
  • View all: it displays all the events
  • Print: cf. Print
  • Modify display settings: cf. Events view

Context menu on view

This menu is accessible by right-clicking on view header.

RESOURCES VIEW

Context menu on resource

This menu is accessible by right-clicking on a resource.

  • Modify: cf. Event
  • Modify the value: table view resources, you can change the field value for the resource that was selected
  • Changing hourly calendar: Assign or modifiy the hourly calendar
  • Changing daily calendar: Assign or modifiy the daily calendar
  • Fill free periods : for a selected period, it is possible to fill the periods without events. To do this, the following window opens:

Then, select:

  1. The period where the events should be created
  2. The events filter to launch
  3. The hierarchy describing the events to create
  4. If the creation of events should be done per free period or per unit in the free period.

Context menu on headings

This menu is accessible by right-clicking on a resource.

Context menu Table mode
Context menu Tree mode
Functions
  • Search : cf. Search
  • Go to : cf. Go to
  • Fit width : permits to adjust the width of the heading or all headings
  • Sort : cf. Sort
  • Filter the resources : cf. Ressources filter
  • Autofilters : cf. Autofilter
  • View all : it displays all the resources
  • Search for free period : cf. Free period
  • Enter a common value : give the same value in the selected heading for all resources
  • Print : cf. Print
  • Display settings : cf. Display settings

SCHEDULE VIEW

Context menu on resources

This menu is accessible by right-clicking on a resource.

  • Modify: cf. Event
  • Modify the value: table view resources, you can change the field value for the resource that was selected
  • Changing hourly calendar: Assign or modifiy the hourly calendar
  • Changing daily calendar: Assign or modifiy the daily calendar
  • Fill free periods : for a selected period, it is possible to fill the periods without events. To do this, the following window opens:

Then, select:

  1. The period where the events should be created
  2. The events filter to launch
  3. The hierarchy describing the events to create
  4. If the creation of events should be done per free period or per unit in the free period.

Context menu on headings

This menu is accessible by right-clicking on a resource.

Context menu table mode
Context menu tree mode
Functions
  • Search : cf. Search
  • Go to : cf. Go to
  • Fit width : allows to adjust the width of the heading or all headings
  • Sort : cf. Sort. This option is only valid in a table mode view.
  • Header height : allows to manage the height of the headings' header.
  • Filter the resources : cf. Ressources filter
  • Autofilters : cf. Autofilter
  • Search for free period : cf. Free period
  • Enter a common value : ON if you clicked on the heading, give the same value in the selected heading for all resources
  • Print : cf. Print
  • Display settings : cf. Display settings

Context menu on events

This menu is accessible by right-clicking on an event.

This menu is accessible by right-clicking on a link.

Context menu on the header of the schedule

This menu is accessible by right-clicking on the header of the schedule.

Context menu on schedule

This menu is accessible by right-clicking on the schedule.

DIARY VIEW

Context menu on events

This menu is accessible by right-clicking on a event.

Context menu on the header

This menu is accessible by right-clicking on the header of the diary.

Context menu on the diary

This menu is accessible by right-clicking on the header of the diary.

EVENTS REPORT VIEW

Context menu on the header

This menu is accessible by right-clicking on the header of the view.

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