VISUAL PLANNING 5.3 DOCUMENTATION

Display settings of a Schedule View

This page lists all the settings to display a Events view.

The parameters of the other views are available on the following pages:

Access

To configure the display settings of a Schedule view:

  • Go in the Global settings > Click on Predefined view > Choose the view > Display settings:

  • Right-click on the vp5_boutton_paramaffichage.jpg button which is located in the heading of the view.

In both case, a window appears.

Events tab

This tab consists in the settings of the duration bar.

The settings are:

Dimension for border color

This list allows to choose the resources of the dimension that will define the boarder color of the duration bar.

The button allows to edit a dimension in order to modify his colour.

Border thickness

It is possible to specify the border thickness by modifying the numeric value of this thickness.

Dimensions for background color

The background color of the duration bar can be:

  • plain if only one dimension is chosen
  • multicoloured if several dimensions are chosen

The button allows to open the following window:

Fixed height

Check this box to give to all the events the same height than the row.

Font

By clicking the […] button, the window for defining the font comes up:

You can choose:

  • a font
  • style (bold, italic)
  • a size

Text on duration bars

To access to the choice of the datas, Click on […] in front of Text on Duration bars . All the datas that are in VISUAL PLANNING appear in the window. The drop down list allows to filter by type the available entities.

To add an entity, Select the entity in the left part, and slide it into the right part via the passing arrows.

It is also possible to sort the datas on the duration bar via the arrows of sort.

On one line

This check box allows to define if the wording must be displayed:

  • On one line: the check box is checked
  • All the labels on the same line: the check box is unchecked

Separator

When all texts are on the same line, a separator is required.

Display titles

This check box allows to display the name of the texts on the duration bar, if it is checked.

Position

The position of the texts compared with the duration bar can be choosed.

The possible choices are:

  • Left,
  • Right,
  • Center,
  • External. In this case, the texts are visible outside the duration bar, on the right.

Always visible

Check this box to display the icon even if the duration bar is smaller than the icon.

Position of icons

One or more icons can be displayed on the duration bar.

These icons can be aligned:

  • on the left
  • or on the right of the duration bar

Dimensions of icons

One or more dimensions can be chosen to display the icons of the events.

The window:

To do so, just slide them from the left to the right via the arrows:

Linked Event Filter

It is possible to display the linked events of dependant dimensions.

The choice of an event filter allows to select the events to display from the selected dimensions of the resource's headings of the dimension of the view.

The possible choices are :

  • (All),
  • Customized,
  • Select a public event filter,
  • Select a private event filter.

Display extra events

To display extra events, it is necessary to choose the resource's headings belonging to the active schedule view.

Display the Progress bar

vp5_pg_vueplanning_fenetre_edition_affichage_barre_etat_avancement.jpg

To display the progress state on the duration bar, check this box.

Progress color

By a right-click on the color, the color of the progress bar can be modified.

The colour pallet is then opened.

Position of the bar

This choice list allows to define the position of the progress bar on the duration bar.

The choices are:

  • High
  • Center
  • Low

Urgent color

vp5_pg_vueplanning_fenetre_edition_couleur_barre_etat_avancement_urgent.jpg

The Urgent color represents the urgence state of the event.

It is visible:

  • as the color of the progress bar
  • or as the edge color

It is only useful if the realisation of the events is manually done. Indeed, the automatic realisation mode has no urgent event.

The color of the urgence state can be modified via a right-click on the color.

The colour pallet is then opened.

Tooltips as duration bars

It is possible to display the same informations on the duration bar and in the tooltips.

By unchecking this box, the informations that are posted in the pop-ups can be different from those which are on the duration bar.

Texts of tooltips

If the previous box is unchecked, it is possible to modify the texts of the tooltips.

The button allows to open the following window:

Then, choose into the left window the entities to display in the tooltips by sliding them from the left to the right via the passing arrows.

The informations of the datas on the duration bar can be sorted via the arrows of sorting.

Labels sorting

It is possible to sort the events of a resource according to one or several selected heading(s).

Ascending sort

Once checked, this check box determines an ascending sort of the events. If not checked, the events is in a descending order.

Schedule tab

This tab is dedicated to set the features of the schedule grid.

Daily calendar

It consists in choosing among the existing daily calendars the one which will define the background colour of the planning grid. It is also possible to create a new daily calendar by clicking on this button: Edition

This calendar is not necessarily the calendar of one or more resources of the view.

Hourly calendar

It consists in choosing among the existing hourly calendars the one which will define the background colour of the planning grid. It is also possible to create a new hourly calendar by clicking on the button: Edition

This calendar is not necessarily the calendar of one or more resources of the view.

Column width

The numeric value that is seized here corresponds to the width (in pixels) of each column of the planner grid.

Font

By clicking the […] button, the window for defining the font comes up:

You can choose:

  • a font
  • style (bold, italic)
  • a size

Set to the current date

Check this box to set the favorite display opens to the current date.

Time scale

Select the time scale of the view.

Scroll

It is possible to define the scrolling method of the view when the scrolling arrows are used.

The different possibilities are:

  • Free: the schedule acts as a perpetual and continuous strip,
  • Day: the schedule is only visible day by day. The view always represents a whole day.
  • Week: the schedule is visible week by week. The view always represents a whole week.
  • Month: the schedule is visible month by month. The view always represents a whole month.
  • Year: the schedule is visible year by year. The view always represents a whole year.

Display hourly calendars

This check box allows to choose if the hourly calendars must be seen or not.

Non working days

This check box, if it is checked, allows to display the days that are defined as non working into the type of period.

Night hours

This check box allows to display or not the night hours.

These night hours are determined by the start hour and the end hour that are defined below.

Vertical grid

This check box allows to show or not the vertical grid on the planner.

Display weeks

This check box allows to display or not the weeks in front of the date on the planner. This option is useful when the time scale is in days or more.

Start hour

It is the first hour of the day on the planner.

This start hour is useful when the Display the night hours option is inactivated.

This start hour has no association with the hourly calendars.

Period

Each schedule view is circumscribe by a start date and an end date.

Choose the Time Period that defines the left and right limits of planner.

It can be fixed or variable borders according to the current date.

No events located outside this period can be visible in the view.

End hour

It is the last hour of the day on the planner.

This end hour is useful when the Display the night hours option is inactivated.

This end hour has no association with the hourly calendars.

Background color

It is possible to choose the background color of the view.

This color concerns the days and the hours which have a non-coloured type of period.

This choice also applies on the background color of the resources if nothing is specified.

This check box allows to determine if the links between events must be displayed in the view or not.

Only lines with events

In a schedule view with a non-free scroll, once checking this check box, the user will visualize only the resources having at least one event in the chosen period.

Most of these properties are also availables in the Menu Bar or with *Right click on the schedule header*.

Printing tab

This tab define diplay settings of the view. (cf. Print a view)

Number of periods per page

It is the Number of periods per page which will be displayed.

Time by page

It is the period type that will be used (hour, day, week, month,…).

Restrict to events

When checked, the check box allows the limitation of the printing to only the period containing events. The period of time not containg events will not be printed. E.g. if the period to be printed is one year, but the events cover only a part of the year, only that part will be printed.

Period

It is the period of data printing.

It permits to define the page footer of the print:

vp5_parametres_impression_pied_de_page.jpg

The following buttons allow to define predefined informations:

  • : Page number
  • : Number of pages
  • : Date of printing
  • : Time of printing
  • : Name of the planner
  • : Name of the view
  • : Name of the user
  • : Name of the group

It is also possible to directly fill a specific text by entering directly into the desired zone

It permits to define the page header of the print:

vp5_parametres_impression_pied_de_page.jpg

The following buttons allow to define predefined informations:

  • : Page number
  • : Number of pages
  • : Date of printing
  • : Time of printing
  • : Name of the planner
  • : Name of the view
  • : Name of the user
  • : Name of the group

It is also possible to directly fill a specific text by entering directly into the desired zone

Page break on heading

It permits to print row by row thanks to the resources heading sort.

Page settings

The following window appears where you can define the default page setting:

Mise en page

In this window, you specify the characteristics of the layout.

This definition of the page settings can be saved as a favorite display.

It should then click on OK to confirm.

Check this box allows to display the logo at the top left in the print result.

The logo is an image file that can be displayed in the print result.

This image is unique for all the planning.

Click on […] to browse the folders and select an image file.

Resources rows tab

All headings

This check box allows to display or not the headings of the resources.

Headings

If the previous box is unchecked, choose the headings to be displayed. The list also contains the history attributes of the resources.

The headings are chosen among:

  • the headings of the dimension,
  • the headings of the dimensions linked to the resource via resource type headings,
  • the resource settings (hourly, daily calendars, events creation rule),
  • the resource historical attributes,
  • Forum attributes (date last post and user last post).

The Edition button allows to open the following window:

Then, choose in the left window the headinggs to be displayed using the crossing arrows :

Crossing arrows

It is also possible to sort the headings via the sorting arrows :

Sorting arrows

Ascending sort

This check box allows to:

  • do an ascending sort on the headings, if checked.
  • do a decreasing sort on the headings, if unchecked.

Sort the default editor

This check box concerns the Defaut resources imput editor. It allows sorting the headings in the editor:

  • if unchecked, the headings are sorted according to the settings of the dimension (i.e. Global settings),
  • if checked, the headings are sorted according to the display settings of the view, for visible headings and then according to the settings of the dimension, for non-visible headings.

For more information on the “Resources imput editor”, see Layout and Visualization > Resources imput editor.

Background color

It is possible to add a background color to the resources.

This color may be:

Warning

You can only choose a persistent heading.

Font

By clicking the […] button, the window for defining the font comes up:

You can choose:

  • a font
  • style (bold, italic)
  • a size

Display icons

This check box allows to display or not the icons of the resources.

Display rows numbers

This check box allows to choose if the lines numbers of the resources must be displayed in the left of the planner or not.

Display short names

This check box gives the option of showing or not showing the dimensions' headings for the resources displayed headings.

Most of these properties are also availables in the menu affichage or with *Right click on the schedule header*.

Workloads tab

The workloads are potentially visible in the planner view.

The following features can be defined:

Display total

If this box is checked, an additional workload is shown that is the sum of visible workloads.

Display workloads

The check box Display workloads allows to choose if the workloads must be added to the view or not.

Workloads

It consists in defining the workloads to be displayed or not.

Synchronization tab

The synchronization of the view consists in defining the features which will be dependent on the other views.

The following possibilities are:

Date

This check box allows to synchronize the planner date with the date of the other views.

The date of the planner is the date of the small calendar of the view.

Time scale

This check box allows to synchronize the time scale of the view with the time scale of the other views.

Filters

It consists in choosing the filters which will be synchronized with the filters of the other views.

This choice can be done for each type of existing filter.

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