VISUAL PLANNING 5.3 DOCUMENTATION

Use of VPPORTAL module on a computer

ACCESS TO VPPORTAL

From a computer, the access to VPPORTAL is available via an URL in the navigator which has the following form: http://servervpname/vplanning/web

Where servervpname is the name of the server where VISUAL PLANNING is installed.

LANGUAGE

It is possible to define the language of the user interface. To do so, just click on the flag of the desired language on the connexion window.

CONNECTION/DISCONNECTION

The name of the planning, the username and the password are the same than those used when connecting to ViSUAL PLANNING (if the identification with a dimension of the planner is not activated. cf. Settings).

At any time, the disconnection is possible by clicking on the following button:

CHOOSE A MODEL

When opening VPPORTAL, it is possible to choose one of the existing model by a simple left-click on the matching tab.

  • By choosing Agenda or Events list model, the events which match are displayed. If it is an Agenda model, the start date and end date are displayed in the tooltip.
  • By choosing a Resources list model, the resources which match are displayed.

USE AN AGENDA MODEL

Consult a model

The Agenda model allows to see the events on a diary, on a defined time period.

When the Agenda model is displayed, it is possible to see, event by event, some informations on the duration bar.

More detailed informations are displayed in the tooltip. The stard date and the end date of the event are displayed in the tooltip too.

These informations are those that were described during the settings.

Time period

The default time period can be chosen by clicking on the following button.

An Agenda model can be seen:

  • per day.
  • per week.
  • per month.

Events filter

When Events filter are selected in Events filter, it is possible to filter the events.

Filter by resource

When Choice “Dimension 1” is checked,it is possible to filter the events with the resources list of the “Dimension 1”.

It is possible to filter the displayed events. This filtering is characterized by:

  • Filter the displayed events
  • Filter the displayed and identification headings
  • Condition : contain

Notice that the headings that are not visible in the model are not taking into account for the verification of the condition when filtering.

Display the weeks

The number of the week is displayed on the left of the calendar.

Edit an event

When a double-click is done on an event, the edition window is opened. Datas displayed in an event are modifiable if the user permissions allow it.

The following events could be edited:

  • Hourly
  • Half-daily
  • Daily

For a given dimension, resources can be modified if 'Dimension 1' is displayed in the event.

Three cases are possible:

  • Click on OK to record the modifications
  • Click on Delete to delete. Then, the following window appears :

Click on OK to delete or Cancel to cancel the deletion.

  • Click on Cancel to unmodify the event.

Create an event

To create an event, Left-click on the chosen date.

If there is no hierarchy, the event would not be created.

Otherwise, select a hierarchy among the proposed ones:

The required resources of the selected hierarchy must be chosen in the following window:

  • Choice of the dimension(s)

Click on the Cancel button to cancel the event creation.

Click on the OK button to continue the creation and fill in the following window the properties of the event:

  • Choice of the headings and the attributes of the events that will be displayed in the editing window of the event

Then:

  • confirm the event creation clicking on the button OK.
  • or cancel clicking on the button Cancel.

USE AN EVENTS LIST MODEL

Consult a model

After choosing a model, the matching events are displayed. Each event is identified with the characteristics described during the settings.

When the events list is displayed, it is possible to see, event by event, more detailed informations by double-clicking on an event into the list.

Events filter

When Events filter are selected in Events filter, it is possible to filter the events.

Filter by resource

When Choice “Dimension 1” is checked,it is possible to filter the events with the resources list of the “Dimension 1”.

Search

It is possible to filter the displayed events. This filtering is characterized by:

  • Filter the displayed events
  • Filter the displayed headings and properties
  • Condition : contain

Notice that the headings and properties that are not visible in the model are not taking into account for the verification of the condition when filtering.

Edit an event

When a double-click is done on an event, the edition window is opened. Datas displayed are modifiable if the user permissions allow it.

The following events could be edited:

  • Hourly
  • Half-daily
  • Daily

For a given dimension, resources can be modified if 'Dimension 1' is displayed in the event.

Three cases are possible:

  • Click on OK to record the modifications
  • Click on Delete to delete. Then, the following window appears :

Click on OK to delete or Cancel to cancel the deletion.

  • Click on Cancel to unmodify the event.

Create an event

To create an event, left-click on the button:

If there is no hierarchy, the event would not be created.

Otherwise, select a hierarchy among the proposed ones:

The required resources of the selected hierarchy must be chosen in the following window:

  • Choice of the dimension(s)

Click on the Cancel button to cancel the event creation.

Click on the OK button to continue the creation and fill in the following window the properties of the event:

  • Choice of the headings and the attributes of the events that will be displayed in the editing of the event

Then:

  • confirm the event creation clicking on the button OK.
  • or cancel clicking on the button Cancel.

USE A RESOURCES LIST MODEL

Consult a model

After choosing a model, the matching resources are displayed. Each resource is identified with the characteristics described during the settings.

When the resources list is displayed, it is possible to see, resource by resource , more detailed informations by double-clicking on a resource into the list.

Search

It is possible to filter the displayed resources. This filtering is characterized by:

  • Filter the displayed resources
  • Filter the displayed headings
  • Condition : contain

Notice that the headings that are not visible in the model are not taking into account for the verification of the condition when filtering.

Edit a resource

When a double-click is done on a resource, the edition window is opened. Datas displayed are modifiable if the user permissions allow it.

Three cases are possible:

  • Click on OK to record the modifications
  • Click on Delete to delete. Then, the following window appears :

Click on OK to delete or Cancel to cancel the deletion.

  • Click on Cancel to unmodify the resource.

Create a resource

To create a resource, left-click on the following button :

The following window appears :

Then:

  • confirm the resource creation by clicking on the button OK.
  • or cancel by clicking on the button Cancel.
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