VISUAL PLANNING 5.3 DOCUMENTATION

Menu Bar

DEFINITION

The Menu bar can be seen in the Main Screen.

Horizontally oriented, it breaks down into sub menus containing blocks.

The visibility of the blocks depends on the element previously selected and on the users'rights.

These blocks disappear when the user's rights forbid their use.

The elements of the blocks are gray-colored when they are incongruous.

PLANNER MENU

Planner block

Printing block

  • Print
  • PDF
  • Previex
  • Page setting

c.f. Print

Export Block

Import Block

Close Block

Close the program (server version: only the client).

SETTINGS MENU

Windows block

Configuration block

The management of the Global Settings is reachable from this block.

Predefined views block

Extra View block

Only for versions VISUAL PLANNING ESSENTIAL and ENTREPRISE.

This block allow to display the Chat Rooms from the current planner. (cf. Chatrooms)

EDITION MENU

The Edition menu changes according to the entities and views that are selected.

General Block

It concerns the data handling functionalities (Resources, Events, Links).

Event Block

  • Cut
  • Copy
  • Repeat
    • Horizontally
    • Vertically
  • Shift
  • Assign a resource
  • Realisation
    • Auto
    • 0%
    • 25%
    • 50%
    • 75%
    • 100%

cf. Event

  • Link events
  • Dissociate events
  • Respect links
  • Link mode
    • Strict delay
    • Minimum delay
    • Maximum delay

cf. Link

Resources Block

DISPLAY MENU

Configuration Block

  • Display settings

cf. View

Favorite displays block

  • Save as
  • Save
  • Delete

cf. Favorite display

Rows block

This block is shown after a selection on a Schedule view.

  • Mode
    • List
    • tree
  • Sort

cf. Schedule view

Mode Block

This block is shown after a selection on a Resources view.

  • Icons
  • List
  • Details
  • Table

cf. Resources view

Visibility Block

This block is shown after a selection on a Resources view.

  • Sort
    • Sort
    • Group by
  • Visual
    • Icon
    • Color
  • Alignment
    • Vertical
    • Horizontal

cf. Resources view

Planner Block

This block is shown after a selection on a Schedule view.

cf. Schedule view

Diary Block

This block is shown after a selection on a Diary view.

  • Mode
    • Day
    • Week
    • Business week
    • Month
  • Visibility

cf. Diary view

Events report block

This block is shown after a selection on an Events reports view.

  • Select an Events report
  • Display type
    • Table
    • 2D histogram
    • Stacked 2D histogram
    • 3D histogram
    • Stacked 3D histogram
    • 2D Pie chart
    • 2D Pie chart
  • Intersect the period : The Period is the period on which the events report is applied: c.f. Time period

FILTERS MENU

Filter of 'Dimension'

The filters concern the dimension of the view.

  • View all
  • 'Dimension'
    • Launch
    • Modify
    • Create
    • Duplicate
    • Delete
  • Display the 'Dimension' with at least one visible event
    • According to the period
      • Intersect
      • Cover
      • Included in
      • Start in
      • End in
    • Time period (cf. Time Period)

Events filters Block

  • View all
  • Events filter
    • Launch
    • Modify
    • Create
    • Duplicate
    • Delete
  • Filters of the other dimensions (c.f. Resources filter)
    • Launch
    • Modify
    • Create
    • Duplicate
    • Delete

cf. Events filters

Free period block

This block is shown after a selection on a Schedule view or on a Resources view.

  • Common free period
  • Search the 'Dimension'

cf. Free period

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