VISUAL PLANNING 5.3 DOCUMENTATION

Free period

DEFINITION

A Free period is a period without any event.

The Look for free period option, which is described in this topic, contains two functionalities:

  • Look for a common free period of several resources is only valid in a schedule view.
    The different steps are:
    1. Filter the resources that have a period which not have certain types of events.
    2. Place the schedule view on the first common free period of the resources.


The schedule of the searched resources has a period without any event of a certain type.

In addition, the “Free period duration” can be calculated:

cf. Availability

USE

The Filters Menu > Free period allows to use the two research functions of free period:

Common free period

This functionality allows to place the planner view in the beginning of the first common free period of several resources. These resources respected a certain filter.

So, a free period, on a planner view, is a period of time in which there is no event.

Using this function requires the choice of:

  • All the events to be handled via two filters: a filter for the resources and a filter for the events.
  • The research period.
  • The duration of the free period.

The following window will appear:

By clicking on the “OK” button, the research is made.

Filters

"Resources" filters

It allows to limit the research of free period to certain Resources.

To do so:

  • Select the appropriate filter.
  • Modify an existing filter.
  • Use another customized filter.

cf. Resources filter

Events filters

It allows to limit the research of free period to certain Events.

cf. Events filter

Search period

The period of time in which you want to limit the research is defined in this field.

A period which is created only for this Free period research is possible by choosing the customized period type. (c.f. Customized)

To know more about the time periods: cf. Time period

Free period

The duration of the free period must be defined:

Value

It is a number that represents the chosen duration in the chosen unity below.

Unit

This duration can be expressed in:

  • Days.
  • Half-days.
  • Hours.
  • Minutes.
Working

If this option is activated, the non-working periods will not be counted in the duration.

cf. Working

Search the "Dimension"

This functionality allows to research common resources that have the same free period. These resources contain commonly a period without events of certain type.

Using this function requires the choice of:

  • All the events to be handled via two filters: a filter for the resources and a filter for the events.
  • The research period.
  • The duration of the free period.

The following window will appear:

By clicking on the “OK” button, the research is made.

Filters

"Resources" Filters

It limits the free period research only for certain Resources.

To do so:

  • Select the appropriate filter.
  • Modify an existing filter.
  • Use a customized filter.

cf. Resources filters

Events filters

It allows to limit the research of free period to certain Events.

cf. Events filters

Search period

The period of time in which you want to limit the research is defined in this field.

A period which is created only for this free period research is possible by choosing the customized period type. (c.f. Customized)

To know more about the time periods: cf. Time periods

Free period

The duration of the free period must be defined:

Value

It is a number that represents the chosen duration in the chosen unity below.

Unit

This duration can be expressed in:

  • Days.
  • Half-days.
  • Hours.
  • Minutes.
Working

If this option is activated, the non-working periods will not be counted in the duration.

Discontinuous

If this option is activated, the research is done even if the free period is not continuous during the period of research.

cf. Working

Control columns, Event reports and Workloads

In the control columns, the Events Report and the workloads, the free period duration can be used to do some calculations.

If so, the calculation is done by choosing as:

  • Calculation type: Free period duration (h) or free period duration (d).
  • Period type: All, Bank holiday, Non working, Working, or another period type was created.

If the selected period type is All, the calculation is performed only on working time.

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