VISUAL PLANNING 5.3 DOCUMENTATION

Use a Schedule View

Header of a schedule view

The header of a Schedule view has several important features:

  • The name of the view
  • The name of the filter resource that is active
  • The name of the filter event that is active
  • The name of the dimension

Tree mode

As for the Schedule view, the schedule view is able to display the resources in a tree.

To do this, you must go to the menu Display > Rows > Tree mode

This mode displays the resources so as a tree:

The visualization of nodes allows to combine several resources that have the same value.

The Search function is also available in the Tree mode. cf : Search

By default the number of tree level is 2, when this mode is activated.

It is possible to increase or reduce the number of levels via buttons  Padlocks, located at the bottom left of the view.

If disabled then immediate reactivation, the level number is kept.

In the case of a heading with numeric type, control column or operation, the node value for this column is:

  • Display Format integer or decimal : the node is equal to the sum of its resources,
  • Display Format percentage: the node is equal to the average values ​​of its resources.

Context menu

A user can operate severals actions by context menu of a resources view.

Context menu on resources

This menu is accessible by right-clicking on a resource.

  • Modify: cf. Event
  • Modify the value: table view resources, you can change the field value for the resource that was selected
  • Changing hourly calendar: Assign or modifiy the hourly calendar
  • Changing daily calendar: Assign or modifiy the daily calendar
  • Fill free periods : for a selected period, it is possible to fill the periods without events. To do this, the following window opens:

Then, select:

  1. The period where the events should be created
  2. The events filter to launch
  3. The hierarchy describing the events to create
  4. If the creation of events should be done per free period or per unit in the free period.

Context menu on headings

This menu is accessible by right-clicking on a resource.

Context menu table mode
Context menu tree mode
Functions
  • Search : cf. Search
  • Go to : cf. Go to
  • Fit width : allows to adjust the width of the heading or all headings
  • Sort : cf. Sort. This option is only valid in a table mode view.
  • Header height : allows to manage the height of the headings' header.
  • Filter the resources : cf. Ressources filter
  • Autofilters : cf. Autofilter
  • Search for free period : cf. Free period
  • Enter a common value : ON if you clicked on the heading, give the same value in the selected heading for all resources
  • Print : cf. Print
  • Display settings : cf. Display settings

Context menu on events

This menu is accessible by right-clicking on an event.

This menu is accessible by right-clicking on a link.

Context menu on the header of the schedule

This menu is accessible by right-clicking on the header of the schedule.

Context menu on schedule

This menu is accessible by right-clicking on the schedule.

Schedule view Layout

The schedule view is laying out into the Main Screen as the other views.

cf. Layout of the views

Move in a schedule view

To navigate through time:

To browse resources:

  • Use scrollbar
  • Use keyboard arrows Up or Down

Resource sort

It is possible to sort the resource with their visible column in the left part of the resources

cf. Sort

Like in the others views, you can print the schedule view.

cf. Print a view

Favorite display

Like the other views, an Event reports view can be registered into a Favorite display.

Print/export
Languages
Translations of this page: