VISUAL PLANNING 5.3 DOCUMENTATION

Resource

DEFINITION

A resource is the basic element of which the schedule is managed in VISUAL PLANNING.

Resources are data in the dimensions.

From a business perspective, the dimensions may be:

  • Human resources (managers, employees, subcontractors).
  • Information resources (information technologies, etc.).
  • Material resources (equipment, tools, buildings, rooms, etc.).
  • Financial resources (budget, etc.).

Moreover, with VISUAL PLANNING, resources are also:

  • Tasks/assignments.
  • Absences.
  • Statutes.

Any entity that can be planned is potentially one dimension and therefore a resource.

The resources of a dimension can be visualized through the views.

SETTINGS

A resource requires the existence of its belonging dimension.

The setting of a resource is defined by its belonging dimension, especially the headings thereof.

cf. Dimension settings

USE

A resource belongs to only one dimension.

Create a resource

To create a resource, there are several possibilities:

  • Create a new resource: Right-Click on a resource > Add. In this case, some parameters are pre-filled: those of the belonging dimension of the new resource.
  • Duplicate an existing resource: Right-Click on a resource > Duplicate. In this second case, the characteristics of the new resource are pre-filled by those of the resource which was duplicated.
  • Create a new resource during assignment: cf. Assignment.

Headings tab

The first tab allows to seize the headings of the resource:

Settings tab

The second tab allows to (re)define the other parameters of the future event which will be created with this new resource:

Among these characteristics (by default, those of the dimension), there are:

Hourly calendar

It concerns the hourly calendar of the future resource.

Daily calendar

It concerns the daily calendar of the future resource.

Color

The color of the resource will give a color to the resource and/or its events into the different views.

Icon

The icon of the resource can be viewed into the different views too.

Events creation rule

It concerns the creation rule of the future events of the resource.

It is possible to define no rule for a resource, but in this case, the event creation by drag & drop is impossible via this resource.

Modify a resource

The modification of a resource is done by a Right-Click on a resource > Modify or left-click on a resource > Ctrl+E.

The following window will appear:

Modify the characteristics and click on the OK button. (cf. Create a resource)

It's also possible to modify several resources at the same time. First, select all the resources that need to be modify : Left-Click on the resource while maintaining the Ctrl button pushed.

Then, right-click on one of the selected resources > Modify.

The properties window is then opened, in the header appears a figure in brackets, it's the number of selected resources (in this example “4”):

  • The grayed headings are the ones that have a different value depending on the resource.
  • The non-grayed headings are the ones that have the same value for all selected resources.

Both type of headings can be modify.

Warning: in this case, the modification of a heading's value will affect all selected resources.

Modify the value of a resource

Changing the value of a single resource heading is made by a Right-click on a resource > Enter a common value.

The following window will appear:

Enter a value then click the OK button.

Just like it's feasible to modify several headings at once for a selection of resources, it's possible to modify only one heading's value for a selection of resources.

Select the chosen resources (Left-Click + Ctrl button pushed) then Right-Click > Modify.

The following window will appear:

Modify the icon by a drag&drop

In a resource view, it is possible to change the icon of the resource by a Drag&Drop from the icons album to the selected resource.

This functionality is only available in a resource view.

Modify the calendar of a resource

With Drag&Drop

In a resource view, there are three ways to modify a resource calendar:

  • Drag&Drop an hourly calendar on a resource.
  • Drag&Drop a daily calendar on a resource.
  • Drag&Drop a type of period on the resource's planner.

To do this modification, the global settings panel must be available.

With the properties window

You can modify this calendar for a given resource.

Just make a Right click on the resource > Edit > Settings Tab:

Then:

  • Choose another calendar in the list.
  • Modify the chosen calendar by using the button: .

Warning: This action modifies the calendar (and potentially the events) of all resources related to this calendar.

  • Create a customized calendar thanks to the button: .

c.f. Resource's hourly calendar

With contextual menu

Hourly calendar

Right-click on a resource > Changing hourly calendar.

The following window will appear:

It's now possible to select an hourly calendar and apply it:

  • To the whole planner by ticking the box Replace current calendar (action similar to above).

Warning: This action modifies the hourly calendar (and potentially the events) of all resources related to this calendar.

  • To a limited period of time by choosing a start date and an end date (action similar to above).
Daily calendar

Right-click on a resource > Changing daily calendar.

The following windows comes up:

A daily calendar can be selected and applied to:

  • The whole planner by ticking the box Replace current calendar (action similar to above).

Warning: This action modifies the daily calendar (and potentially the events) of all resources related to this calendar.

  • To a limited period of time by choosing a start date and an end date (action similar to above).

Duplicate a resource

It's possible to duplicate a resource. This way if the creation of a similar resource is needed, you only need to change a few characteristics in the copy instead of creating a whole new resource.

cf. Duplicate a resource

Import a resource

It is possible to import one or several resources.

c.f. Import resources

Export a resource

It is possible to export one or several resources.

c.f. Export resources

Delete a resource

Right-Click on a resource > Delete to delete a resource.

Warning

The deletion of a resource implies the deletion of all the events related to this resource.

To delete a resource, you have to:

  • Right click on the resource > Delete.
  • Select the resource and press the keyboard button “Delete”.

The following message will appear:

It is then possible to click on:

  • Yes to delete the resource.
  • No to cancel the deletion.

To delete a selection of resources, you can:

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

It is then possible to click on:

  • Yes to delete the selected resource.
  • Yes to all to delete all the selected resources.
  • No to cancel the deletion of the selected resource.
  • Cancel to cancel the deletion of all the selected resources.

Via this action, the resource or the selection of resources are deleted from the planner.

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

c.f. Annulation

View the resources

In a table mode view

The resources are viewed in a schedule view or a resource view in a table mode.

View the properties of one or several resources

It's possible to see the properties of one or several selected resources via a Right-Click on a (or on a group of) resources > Modify.

cf. Modify a resource

View through events

Some characteristics of the resources can be viewed using an vizualisation of events in:

View the events of a resource

To do so, Right-Click on a resource > Modify.

The window contains an additional tab Events which lists the events of a resource in the form of an events view which can be define by:

It is then possible to interact with the events via a right-click on one of them. (cf. Context menu)

Assign to another resource

It is possible to assign a resource from one dimension to a resource of another dimension.

This functionality is possible via a resource heading.

This principle allows to associate to a “main” resource a “dependent” resource.

It allows to fully use the multidimensional principle of VISUAL PLANNING 5.0.

Moreover, during an event creation by the “main” resource, the “dependent” resource will be automatically assigned to the event. This action is possible if the associate to events case was checked at the time of the settings of the Resource heading type.

cf. Create an event

Sort on resources

It is possible to do a sort on the resources in a schedule view and a resources view.

cf. Sort

Select resources

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

cf. Selection

Search resources

Any user of VISUAL PLANNING can search one or several resources in a schedule view and a resources view.

cf. Search

Resources filters

Finally, it is possible to create named resources filters or to do selection filters on the resources.

cf. Filter

Forum on resource

You can add a forum thread on each resource of one dimension.

cf. Forum

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