VISUAL PLANNING 5.3 DOCUMENTATION

Use of VPPORTAL module on a mobile

ACCESS TO VPPORTAL

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

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 pressure on the matching tab.

  • By choosing Agenda or Events list model, the events which match are displayed.
  • By choosing a Resources list model, the resources which match are displayed.

USE AN AGENDA MODEL

Consult a model

It is possible to choose an Agenda model by a pressure on the matching tab.

The following window appears:

The matching events are displayed. Each event is identified by the characteristics described in the settings.

It is possible to see, event by event, more detailed informations. To do so, just click on an event.

Date

The time period can be chosen with the button:

The following window appears:

Choose the date via the cursors. When the date is defined, click on the Date fixée button to validate.

Click on OK to record the modifications.

Time scale

It is possible to choose the time scale with the button:

The following window appears:

The period can be:

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

Click on OK to record the modifications.

Events filter

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

An events filter can be chosen with the button:

The following window appears :

Click on OK to record the modifications.

Resources filter

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

A resources filter can be chosen with the button:

The following window appears:

Click on OK to record the modifications.

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 click is done on an event, the edition window is opened.

The following events could be edited:

  • Hourly
  • Half-daily
  • Daily

Datas displayed in an event are modifiable if the user permissions allow it. To do so, click on the property.

Date case

If it concerns a date, one of these following windows is displayed:

Modify the day

Click on a day to modify the day. The following window appears:

Click on Set Date when the day is defined. Then, click on OK to record the modifications.

Modify the hour

This modification is available if it is an hourly event.

Click on an hour to modify the hour. The following window appears:

Click on Set Time when the hour is defined. Then, click on OK to record the modifications.

Dimension case

If it concerns a dimension, resources can be modified if 'Dimension 1' is displayed in the event.

Choose the resource and click on OK to record the modifications.

Three cases are possible:

  • Click on OK to record the modifications
  • Click on Delete to delete. 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, click on the following 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 Cancel button to cancel the event creation.

Click on the OK button to continue the creation and fill in the following window 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 an events list model, the following window appears:

The matching events of the model 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. These ones are those determinated in the settings.

Events filter

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

To select an events filter, click on the button:

The following window appears:

Click on OK to record the modifications.

Resources filter

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

To select a resources filter, click on the button:

The following window appears:

Click on OK to record the modifications.

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 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, click on the following 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 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 A RESOURCES LIST MODEL

Consult a model

After choosing a resources list model, the following window appears:

The matching resources of the model 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 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 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 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 event

Create a resource

To create an event, you have to Click on the following button: .

The following window appears:

Then:

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