VISUAL PLANNING 5.3 DOCUMENTATION

Glossary

Administration

VISUAL PLANNING administration allows to manage users, groups, permissions and planners.

It is also possible to manage different characteristics of the tool.

Album of icons

The Icon Album is the set of icons available for resources and events.

This album is organized by category.

Calendar

Some dates appear colored (gray by default) on the schedule: these are types of period which can be worked or not worked.

A Calendar assembles various types of period.

Several calendars can be defined:

All Calendars can be combined in a cyclical way or not, thanks to Hourly patterns or daily patterns.

Each event have the daily and hourly calendar of one of its resource.

cf. Calendars

Constraint

A constraint is a warning function which is activated when one or more events are created or modified. A constraint can be defined as blocking (it blocks the creation or the modification) or as simple warning messages.

A constraint which is activated applies as soon as an event is created, moved or modified, to verify that it does not contradict the other events that are already on the planner.

There are three types of constraints:

It is possible to create as much constraints as you want.
However, to optimise the software performance, it is recommended not to create many constraints.
(c.f. tuning tips)

Coherency constraint

The Coherency Constraint appears in the form of an error message or a warning message at the creation, the modification or the movement of an event.

This functionality allows to verify that an event does not contradict another event that are already on the planner.

The coherency constraint can take two forms:

  • Strict interdiction on the creation or the modification of an event.
  • Warning with a message which tells that the constraint is not respected.

The coherency constraint applies via three filters:

Control column

It is a dimension heading type.

A Control column heading type allows to make some calculations:

  • for each resource of a given dimension,
  • for all the events that meet filter,
  • during a defined period.

This calculation may concerns:

  • either the number of events,
  • or the duration,
  • or the load,
  • or some numeric values of a form,
  • or some valuation items.

A control column can be persistent or not.

Daily calendar

This is a hourly set of Daily pattern period types.

A Daily pattern represents a week (from Monday to Sunday) on which each day has a type of period.

These daily patterns are combined in order to create Daily calendars which will be assigned to resources and creation rules.

Example :

A simple daily pattern with two period types : Type 1 (Worked) et Type 2 (Unworked).

Monday Tuesday Wednesday Thursday Frday Saturday Sunday
Type 1 Type 1 Type 1 Type 1 Type 1 Type 2 Type 2
Worked Worked Worked Worked Worked Unworked Unworked

Daily pattern

This is a hourly set of Daily pattern period types.

A Daily pattern represents a week (from Monday to Sunday) on which each day has a type of period.

These daily patterns are combined in order to create Daily calendars which will be assigned to resources and creation rules.

Example :

A simple daily pattern with two period types : Type 1 (Worked) et Type 2 (Unworked).

Monday Tuesday Wednesday Thursday Frday Saturday Sunday
Type 1 Type 1 Type 1 Type 1 Type 1 Type 2 Type 2
Worked Worked Worked Worked Worked Unworked Unworked

Diary view

The Diary view allows to view the events schedule not horizontally but in the form of a Diary.

A Diary view can be :

  • per day.
  • per week.
  • per finely worked week, i.e. without non working days.

Dimension

A Dimension is an entity representing a group of resources that have the same type.

In a business perspective, dimensions can be:

  • human resources (managers , employees, subcontractors),
  • informational resources (information et information technology,etc),
  • material resources (equipments, tools, construction, rooms,etc),
  • financial resources (budget,etc).

With VISUAL PLANNING, dimensions are also:

  • tasks/occupancies
  • absences
  • status

Any entity that can be planned is a potential dimension and therefore a resource.

cf. Dimension

Event

An Event is a colored rectangle placed on the planner.

It is the most detailed visualisation of a moment, an element of time.

The event will necessarily have the following characteristics:

  • One or several resources.
  • Start date/hour (The format is dd/mm/yyyy if you had chosen the British English and mm/dd/yyyy if you had selected the American English).
  • End date/hour ( the format is the same as the Start date format).

In addition to those characteristics, some other information can be attached to the event:

The events may have different ranks so they can be organised into a hierarchy. (cf. Events hierarchy)

In a schedule view and in a diary view, an event is symbolized by a rectangle called a duration bar.

An event can be a working or a non working event.(cf. Working)

cf. Event

Events creation rule

A creation rule is an entity that coordinates all the characteristics of the future events created.

Each event creation is led by the creation rules.

Furthermore, an event modification may be led by the same rules.

Events filter

Events filters allow to filter events of a planner based on criteria:

This is a very important tool in the daily handling of the tool.

Events filter simplifies the visualization and can be used by many features of VISUAL PLANNING.

Events filter is a group of one or several criteria.

Events hierarchy

An Events hierarchy is a possible configuration of resources which allows to constitute an Event.

There are two types of hierarchies that can be combined together:

  • Horizontal hierarchy : It is a combination of several dimensions on the same hierarchical level.
  • Vertical hierarchy : In this case, the dimensions are organized into a hierarchy between them. So, there are father events and son events such as:
    • A son event gets all the resources of the father event.
    • The dates of the son events are inclusive of those of the father event.

Events report

An Events report makes up the main analysis table for the planned data.

His very thorough setting allow you to detail all the existing information in the planner, according to the criteria which interest you at any given time.

As for filters, several different settings can be saved and recalled.

The result appears in a dedicated view (C.f Events report view). Events report can be easily exported into Excel™ or text format.

Events view

An Events view is a list that recapitulates all the events of one or several resources.

It is a vertical list where the events are chronologically or anti-chronologically sorted. It is like a “tasks list”.

This list of events can be seen in two manners:

  • In the properties of a resource: Events tab
  • In a dedicated view : The Events view that is treated here

Favorite Display

A favorite display is a “snapshot” of the main window of VISUAL PLANNING.

It is generally associated to a usage scenario of the tool.

This is one of the most important features for end users of VISUAL PLANNING.

Thanks to favorites displays, users quickly find their favorite dashboard.

A favorite display consists mainly of Views.

These are duplicates of existing views.

A favorite display stores:

  • The views that are used with their location and characteristics,
  • The filters that are applied.

cf. view

To optimize communication between employees on the tool, it is advisable to provide to the users a library of public favorite displays, each corresponding to a need of the planning.

It is also possible to allow users to create their own private favorite displays.

Filter

A Filter is a list of criteria which is used when the user wants to display only some specific data. When the user launches the filter, VISUAL PLANNING is checking each data to only show the ones fulfilling the criteria requested by the filter.

A filter can be either a resource filter or events filter.

A filter is:

  • A list of criteria brought into a “Group of requirements”.
  • Each criterion is composed of:
    • A resource or an event characteristic.
    • An operator.
    • A chosen value (or it might be a « to ask » value; in this case the user who launches the filter is choosing the value).
  • A group of all the conditions of a group that respect the INTERSECTION or the UNION of all these conditions.
  • Many groups of conditions can be group together.

cf. Filter

Form

A form is used to add information in the events in a structured way.

It is therefore increased by an event and appears as an additional tab in the event to which it is attached.

An event can have only one form.

This form has one or more headings.

The forms are then used in the same way than other properties of the event: they are viewed, printed and may serve as data for Event Reports and Event Filters

Thus a Form allows no to create dimensions for some characteristics of an event.

cf. Form

Free period

A Free period is a period without any event.

The Look for free period option, which is described in this topic, contains two functionalities:

  • Look for a common free period of several resources is only valid in a schedule view.
    The different steps are:
    1. Filter the resources that have a period which not have certain types of events.
    2. Place the schedule view on the first common free period of the resources.


The schedule of the searched resources has a period without any event of a certain type.

In addition, the “Free period duration” can be calculated:

cf. Availability

Heading

A Heading brings informations on resources or events.

Headings can be seen as characteristics of dimensions and forms.

There are many different headings' types based on the information to enter.

cf. Heading

Hourly calendar

Hourly calendar is a part of the schedule. It can be made by one or more hourly patterns.

It defines a schedule configuration for a resource.

A Hourly calendar is composed of working and/or non-working time.

The Hourly calendar also allows the visual representation of the different types of periods for the schedule.

For example: the grey colour for night hours.

Hourly pattern

This is a hourly set of period types.

A Hourly pattern represents a day of twenty four hours (midnight to midnight) on which are located one or several hourly period types.

These Hourly patterns are then combined to make hourly calendars which will be assigned to resources, or creation rules.

Example :

A hourly pattern can be composed of two period types:

  • Type 1 (Worked),
  • Type 2 (Unworked).
From 00h00 to 08h00 From 08h00 à 17h00 to 17h00 à 00h00
Type 2 Type 1 Type 2
Unworked Worked Unworked

This hourly pattern can be applied from Monday to Friday.

Icon

Each icon is an image which size is 16 * 16 pixels. The color palette can extends over 16 million possible colors.

VISUAL PLANNING supports the possible pixel transparency.

Icons are linked to resources.

Thus, each resource can have an icon.

They are displayed in views and duration bar representing events.

cf. Icon

Import & Export

VISUAL PLANNING has several features input and output data to and from a planner.

Main Screen

The VISUAL PLANNING Main Screen provides access to all features of the tool. It is according to user rights.

vp5_en_fenetre_principale.jpg

The Menu bar can be seen in the Main Screen.

Horizontally oriented, it breaks down into sub menus containing blocks.

The visibility of the blocks depends on the element previously selected and on the users'rights.

These blocks disappear when the user's rights forbid their use.

The elements of the blocks are gray-colored when they are incongruous.

cf. Menu Bar

Period type

Type period are the entity which allow to define calendars.

It permits to associate a color or a ratio to hourly patterns and daily patterns.

Resource

A resource is the basic element of which the schedule is managed in VISUAL PLANNING.

Resources are data in the dimensions.

From a business perspective, the dimensions may be:

  • Human resources (managers, employees, subcontractors).
  • Information resources (information technologies, etc.).
  • Material resources (equipment, tools, buildings, rooms, etc.).
  • Financial resources (budget, etc.).

Moreover, with VISUAL PLANNING, resources are also:

  • Tasks/assignments.
  • Absences.
  • Statutes.

Any entity that can be planned is potentially one dimension and therefore a resource.

The resources of a dimension can be visualized through the views.

cf. Resource

Resources filter

Resources Filters allow to filter resources of a dimension according to many criteria.

This is a very important tool in the daily handling of the tool.

Resources filter simplifies the visualization and can be used by many features of VISUAL PLANNING.

Resource filters from the same dimension are a blend of one or more different types of criteria.

Resources view

A Resources view is a view that allows to visualize a group of resources that belong to the same dimension.

Resources view - details

This type of view can be considered as a “Rack” of resources usable to create events on another view.

The resources view can be displayed in several modes:

  • Details Mode
  • Icons Mode
  • List Mode
  • Table Mode

Schedule view

The schedule view represents the planner of a group of resources which belongs to a given dimension on a horizontal planner grid.

There are other types of views. cf. View

Target constraint

The Target Constraint is applied when an event is created, moved or modified, to verify that it does not contradict the other events that are already on the planner.

Unlike the Coherency constraint, the target constraint allows to verify the non-overtaking of a quantity in a group of events for a defined time period. This verification can be done for a group of resources or per resource.

The target constraint can be:

  • a blocking on the creation or the modification of an event.
  • a warning with a message to notify that the constraint is not respected.

The target constraint has three filters:

  • the Dimension filter,
  • the Events filter for the trigger of the constraint,
  • the Events filter for the verification of the constraint.

Time period

In VISUAL PLANNING predefined Time Period is a set of days defined by:

  • a relative or fixed start date,
  • a relative or fixed end date.

A Time Period can be worked or unworked.

Default predefined Time periods exist (Today, This month, This week, Previous month, All the planner, …).

It is also possible to define new Time periods to complete the list.

Valuation item

A Valuation item allows to assign one or several numeric values to every event.

It can be :

  • amount
  • mileage
  • rate
  • etc

A valuation item can be calculated in a fixed way or according to duration.

When several values are affected to an event, each one refers to a different valuation item.

View

A view is a representation of the datas of VISUAL PLANNING.

Five types of view are available:

  • The Schedule view. It allows to view the resources of a dimension and their events on a horizontal schedule.
  • The Diary view allows to view the events of one or several resources as a diary.
  • The Events view allows to view the events as a list of events or tasks.
  • The Resources view allows a visual representation of resources. It is offently used as a rack of resources to assign on the planner.
  • The Events reports view allows to view the result of an Events report.

cf. View

Workload

The Worload allows to compute period by period, for a set of resources and criteria, some events numerical values

Datas which can be compared are the followings:

  • the load which represents the quantity of work required
  • the objective that represents the resources availability or capacity to do this work:

The relationship between load and capacity on a Workload may be represented by colors. This color can change depending on the value taken over time.

This last notion can be seen as control column thresholds.

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