VISUAL PLANNING 5.3 DOCUMENTATION

View

DEFINITION

A view is a representation of the datas of VISUAL PLANNING.

Five types of view are available:

  • The Schedule view. It allows to view the resources of a dimension and their events on a horizontal schedule.
  • The Diary view allows to view the events of one or several resources as a diary.
  • The Events view allows to view the events as a list of events or tasks.
  • The Resources view allows a visual representation of resources. It is offently used as a rack of resources to assign on the planner.
  • The Events reports view allows to view the result of an Events report.

CHARACTERISTICS

According to the type, a view stocks:

  • The height of the lines (Schedule view);
  • The width of the resources columns (Schedule view);
  • The witdh of the Time scale columns;
  • The time scale (Schedule view, Diary view);
  • The wording of the duration bar, the tooltips (Schedule view);
  • Different options of the Schedule view (Weekends, non working days, night hours, …);
  • The filters;

USE

Layout of the views

The views are a part of the dashboard called Favorite display.

It can be positioned as wanted in Main Screen.

cf. Layout of the views

Printing a view

It is possible to print a view with all its features.

cf. Print a view

Synchronization of the views

Several views can be synchronized together according to criteria of:

  • filter
  • date
  • scale

The synchronization of the views works by setting characteristics on which the view will depend on the other views. A “slave” view must be defined.

On two views, to run this synchronization in both directions, the synchronization must be set in each view.

Exemple:

To define that a view A is synchronised on the filters means that:

If the filters applied on another view B are modified, the, these new filters are applied on the view A too.

Synchronization settings

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