VISUAL PLANNING 5.3 DOCUMENTATION

Settings of VPPORTAL module

Several VPPORTAL models can be set, each one based on one of the four available models on VPPORTAL:

  • Model Agenda
  • Model Planner
  • Model Event list
  • Model Resources list

Each model belongs to a dimension.

SETTINGS

The settings of VPPORTAL module are reachable from the seeting window of the module.

Go to the Settings tab > Configuration block > right-click on VPPORTAL.

In the window that appears, click on the Settings button in the bottom left-hand corner. The following window appears:

Description

This description is optional.

If a description is entered, it will be displayed at the overall description of the module in VPPORTAL.

It is possible to use the following own variables of VISUAL PLANNING: $USERNAME, $USERFULLNAME, $USEREMAIL in order to automatically retrieve the login, the identification headings, the email address of the used that is connected.

Display menu on the left

If the check box is checked the VP Portal tabs will be displayed on the left side of the screen. If the box is unchecked, the tabs will be displayed by default on top of the screen.

Login dimension

By default, the users of the VPPORTAL module must be declared in the VPPORTAL module license. (cf. Definition of Users).

It is also possible to define the access to the VPPORTAL module using a dimension of the planner. If so, select here the right dimension.

The following fields are then accessible:

Permission group heading

Choose the heading that will identify the user rights group of each user. This heading must be a single or multiple choice list. Different choices must be written in the same way that the rights groups in the ADMIN CENTER.

Login heading

Choose the heading that will be the login of the user on the computer or the mobile terminal. This heading must be a text heading.

Email heading

If needed, choose the heading that will pick up the email address of the user. This heading must be a text heading.

Password heading

Choose the heading that will contain and verify the password of the user when connecting to VPPORTAL. This heading must be a password heading.

Permit filter

Define the authorization filter to VPPORTAL module. For example, an “Active User” filter permits the access to VPPORTAL only for the users that are included in this filter.

User profile headings

This field allows to choose the profile headings of the user. The headings that can be selected are the headings of the login heading.

The selected headings will be editable by the user, when connected to VPPORTAL by clicking on the following button: .

If an heading have a description, positioning the mouse on this one heading profile shows a tooltip that contains this description.

Terms of use Heading

Choose the heading that will verify that the user has checked and accept the terms of use. This heading must be a boolean.

Terms of use text

The text that will appear for the user to accept the terms of use will be put in this field.

Into VPPORTAL, the Terms of Use will always be accessible by clicking on the following button: .

CHANGE PASSWORD

If the users are set by a dimension of the planner, the user has the possibility to change his own password

  • In desktop mode

Click on the button to access the following window:

  • In mobile mode

Click on the button to access the following window:

CREATE A VPPORTAL MODEL

Create an Agenda model

Go to the Settings tab > Configuration block > Left click on VPPORTAL.

Then the following window appears:

To create an Agenda VPPORTAL model, left-click on models VPPORTAL > Add an agenda > Choose the dimension or click on the button and choose the dimension.

The following window appears:

Define the characteristics of the Agenda model and validate by clicking OK.

The following characteristics can be set:

Name

It is the Name of the model.

Description

It is an optional Description of the model. This description will appear on the banner of the tab in VPPORTAL.

History

It concerns the date, the hour of the creation or the last modification of the model, and the login of the user who performed the action.

This property is automatically updated.

Actived

This checkbox determines if the model is activated or not.

Background color

It is possible to choose the dimension that will set the background colour of the model.

Border color

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

Events height

The height in pixel of the events duration bar.

Icon

Set the dimension that will define the icon appearing on the events duration bar.

Main data item

Choose among the headings and other attributes of the events those which will describe the events on the VPPORTAL model.

Separator

It is the separator of the description data.

Start hour

Allows to define the start hour of day display.

End hour

Allows to define the end hour of day display.

Description data

Choose among the headings and other attributes of the events those which will describe the events on the VPPORTAL model.

Display short name

This checkbox defines the display or not of the headline of the dimensions of the headings.

Editing data

Choose events datas that can be modified in the model.

Display identification headings 'Dimension 1' in the available entities list to modify a dimension's resource situated in an event.

Events filter

Choose among the existing event filters, the filters that are available in the model.

Creation Hierarchies

Choose the creation events hierarchies. If no hierachy is selected, no event can be added using this model.

Time period

Choose the period of visibility of events.

Edition's title

Title of the events' edition window.

Display Period

Choose from the single choice list the period of time to be displayed when opening the model.

Displayable Period

Choose from the multiple choice list the period or periods of time that the user can see in the model.

Filters of "Dimension"

This filter defines the resources on which the model is applied.

It is possible to:

  • select an existing filter,
  • or create a customized filter for the model. To do so, select the Customized option, and click on the button.

Choice "Dimension"

This checkbox allows to activate or inactivate a pull-down menu of the resources.

Events filter

This filter defines the events of the linked resources.

It is possible to:

  • select an existing filter,
  • or create a customized filter for the model. To do so, select the Customized option, and click on the button.

Display extra events

It consists in choosing the resource's type headings of the dimension of the model for which the linked events must be shown.

Create an events list

Go to Settings tab > Configuration block > Left click on VPPORTAL.

The following window appears:

To create an Events list VPPORTAL model,left click on models VPPORTAL > Add an events list > Choose the dimension or click on button and choose the dimension.

The following window appears:

Define the characteristics of the model:

Name

It is the Name of the model.

Description

It is an optional Description of the model. This description will appear in the banner of the tab in VPPORTAL.

History

It concerns the date, the hour of the last modification of the model, and the login of the user who made this modification.

This property is automatically updated.

Actived

This checkbox determines if the model is activated or not.

Description data

Choose among the headings and other attributes of the events those which will describe the events on the VPPORTAL model.

These datas form the column of the model in VPPORTAL.

Display short name

This checkbox defines the display or not of the headline of the dimensions of the headings.

Editable data

Choose the information to be displayed in the event edition window.

Display identification headings 'Dimension 1' in the available entities list to modify a dimension's resource situated in an event.

Event filters

Choose among the existing event filters, the filters that are available in the model.

Creation hierarchies

Choose the creation events hierarchies. If no hierachy is selected, no event can be added using this model.

Time period

Choose the period of visibility of events.

Edition's title

Title of the events' edition window.

Filters of "Dimension"

This filter defines the resources on which the model is applied.

It is possible to:

  • select an existing filter,
  • or create a customized filter for the model. To do so, select the Customized option, and click on the button.

Choose "Dimension"

This checkbox allows to activate or inactivate a pull-down menu of the resources.

Number of items per page

In the desktop mode view, this options allows to choose a number of items to display per page.

Create a resources list

Go to the Settings tab > Configuration block > Left click on VPPORTAL.

Then the following window appears:

To create a resources list VPPORTAL model, left-click on models VPPORTAL > Add a resources list > Choose the dimension or click on button and choose the dimension.

The following window appears:

Define the characteristics of the model:

Name

It is the Name of the model.

Description

It is an optional Description of the model. This description will appear in the banner of the tab in VPPORTAL.

History

It concerns the date, the hour of the creation or the last modification of the model, and the login of the user who performed the action.

This property is automatically updated.

Actived

This checkbox determines if model is activated or not.

Description data

Choose among the headings and other attributes of the resources those which will describe the resources on the VPPORTAL model.

The selected data will be displayed in the columns of the model in VPPORTAL.

Edition's title

Title of the events' edition window.

Display short name

This checkbox defines the display or not of the headline of the dimensions of the headings.

Editing data

Choose resources datas that can be modified in the model.

Filter's dimenstion

Choose among the existing resources filters, the filters that are available in the model.

Number of lines per page

In the desktop mode view, this options allows to choose a number of lines to display per page.

MODIFY A VPPORTAL MODEL

To modify an existing model:

  • Go to the Settings tab > Configuration block > Left-Click on VPPORTAL, the edition window appears.
  • Left-click on the right model to be modified, the right panel of the window is activated
  • Modify the model settings (cf. Create a VPPORTAL model).

DUPLICATE A VPPORTAL MODEL

To duplicate an existing model:

  • Go to the Settings tab > Configuration block > Left-Click on VPPORTAL, the edition window appears.
  • Right-click on the model to be duplicated > Duplicate, the right panel of the window is activated
  • Modify the model settings (cf. Create a VPPORTAL model).

DELETE A VPPORTAL MODEL

To delete a model, select the model and then Right-Click > Delete.

The following message appears:

Click on :

  • Yes to confirm the deletion
  • No to cancel
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