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Chapter 9. Attachment type Heading
Structure
Attachment type Heading
Contents
DEFINITION
CONFIGURATION
Creating a heading
Modifying a heading
Deleting a heading.
USE
Visualization
Attach a document or a page
Start an attachment
Download an attachment
Remove an attachment
Contents
Search
General introduction
Why use VISUAL PLANNING
UNIVERSALITY
FACILITY OF USE ON A DAY TO DAY BASIS
COLLABORATIVE WORK
DECISION MAKING SUPPORT
MULTIPLE OPERATING SYSTEMS
Basic concepts and definitions
MAIN WINDOW
Resources
Headings
Schedule
Calendars
Events
Event properties
Notes
Forms
Valorizations
Management functions
Filters
Control totals
Workloads
Events reports
Constraints
Link between events
Workflows
Configuration
DEFINITION
PRECAUTIONS
Functions impacted by configuration modifications
Functions non impacted by configuration modifications
SUPPORT SERVICES
Multi-user management
MULTI-USER MANAGEMENT
VERSION ONE
ENTERPRISE VERSION
SHARING SCHEDULES IN REAL-TIME
ACCESS RIGHT MANAGEMENT
Scheduling templates
DEFINITION
USE
Creation of a new model
Use of a template to create a schedule
LIST OF TEMPLATES PROVIDED
Taking ownership
Run VISUAL PLANNING
VISUAL PLANNING ONE
VISUAL PLANNING ENTERPRISE
Open an existing schedule
Open a recent schedule
Create a new schedule
General information covering the User Interface
USING THE MOUSE
Drag and Drop
Right click
Left click
Double click
Keyboard-mouse combinations
MULTIPLE SELECTIONS AND OPERATIONS
COMMAND AND INFORMATION BARS
Quick Access Bar
Menu Bar
Status bar
Installing and updating VISUAL PLANNING ONE
Technical prerequisites
VISUAL PLANNING ONE
Installing VP ONE
INTRODUCTION
MINIMUM CONFIGURATION
INSTALLATION
UNINSTALLING
Major updates of VP ONE
INTRODUCTION
PREREQUISITES
MIGRATING FROM 5.X to 6
MIGRATING FROM 4.X to 6
Minor updates of VP ONE
INTRODUCTION
PREREQUISITES
DOWNLOADS
INSTALLATION
Installing and updating VP ENTERPRISE
Technical prerequisites
INTRODUCTION
VISUAL PLANNING ENTERPRISE
The Workstations
The Server
The Network
VPGO
Visual Planning Application Architecture
INTRODUCTION
ARCHITECTURE
BASE IMPLEMENTATION
APPLICATION BRICKS
B1 Brick
a: "VISUAL PLANNING" rich client
b: "VP Portal" web client
c: “VPGO” mobile client
B2 Brick: J2EE Server
B3 Brick: VPlanning Application
B4 Brick: Database Management System
B5 Brick: External Authentication Server (optional)
Installing VP ENTERPRISE
INTRODUCTION
TECHNICAL PREREQUISITES
INSTALLING THE DBMS
MySQL
Using the version of MySQL provided
From an existing MySQL server
SQLSERVER
ORACLE
INSTALLING THE APPLICATION SERVER
Installing with the complete package
Installing on an existing J2EE application server
Connecting to the DBMS
SQL Server
MySQL
Oracle
MS Access
PostgreSQL
MariaDB
ACTIVATING THE LICENSES
Correct configuration
Incorrect configuration
Major updates of VP ENTERPRISE
INTRODUCTION
PREREQUISITES
MIGRATING FROM 5.X to 6
Migrating with the complete package
Migrating from an existing J2EE server
MIGRATING FROM 4.X to 6
Minor updates of VP ENTERPRISE
DEFINITION
PREREQUISITES
DOWNLOADS
INSTALLATION
Uninstalling VP ENTERPRISE
INTRODUCTION
Uninstalling VP ENTERPRISE
Structure
Global Settings
DEFINITION
CONTENT OF THE GENERAL SETTINGS
Structural entities
Other Entities
USE
General Settings Pane
Menu Bar
Dimension
DEFINITION
CONFIGURATION
Creating a dimension
Name
Description
History
Enable forum
Quick Filter
Load all resources
Automatic event creation
Events hierarchy
Enabled for events
Enabled
Color
Daily Calendar
Events creation rule
Hourly calendar
Icon
Unique headings
Identification headings
Mandatory headings
Display headings
Separator
Creating the dimension’s headings
Modifying a dimension
Deleting a dimension
DELETING A DIMENSION’S EVENTS
Forum
DEFINITION
PREREQUISITES
Technical prerequisites
CONFIGURATION
Rights management
Enabling a forum
Disabling a forum
USE
Visualization
Entering a text message
Deleting a text message
Forum history
Icon
DEFINITION
CONFIGURATION
Predefined icons
Icon generated by a heading
Background color
Font color
Heading
Number of characters
USE
Modifying a resource’s icon
Modifying a resource’s icon by drag’n’drop
Saving an icon
Viewing a resource’s icon
Viewing an event’s icon
Display heading
DEFINITION
CONFIGURATION
Event properties
Resource type headings
Table mode
Choosing a dependent resource
Assigning a resource to an event
Identification heading
DEFINITION
CONFIGURATION
USE
Import of resources
Importing events.
Export resources
Exporting events
Form
DEFINITION
CONFIGURATION
Creating a form
Name
Description
History
Mandatory headings
Creating the form’s headings,
Assigning a form to a creation rule.
Modifying a form
Modifying the general characteristics of the form
Modifying the form’s headings
Deleting a form
USE
Entering the values of an event’s form
Assigning a form to an event
Visualization
Heading
DEFINITION
CONFIGURATION
Creating a heading
Duplicating a heading
Modifying a heading
Converting a heading’s type
Deleting a heading.
USE
Visual information
Search and filter criteria
Sorting criteria
Use in event valuations
Use as control thresholds
Identification heading
Display heading
Uniqueness of headings
Uniqueness of a single heading
Uniqueness of several headings
Attachment type Heading
DEFINITION
CONFIGURATION
Creating a heading
Name
Description
Maximum number of files
Type of attachment
Display
Attributes that define the path
Suffix
Prefix
WebDAV URL
Modifying a heading
Deleting a heading.
USE
Visualization
Attach a document or a page
Start an attachment
Download an attachment
Remove an attachment
Boolean type Heading
DEFINITION
CONFIGURATION
Creating a heading
Name
Description
Default value
Forbid default value
AutoFilter
Modifying a heading
Deleting a heading.
USE
Visualization
Assigning a value
Direct modification of values
Search and filter criteria
Barcode heading type
DEFINITION
CONFIGURATION
Creating a heading
Name
Description
Barcode type
Modifying a heading
Deleting a heading.
USE
Visualization
Entering a value
EAN 8 code
EAN 13 code
39 Code
QRCode
128 Code
Incorrect input
Direct modification of values
Counter type heading
DEFINITION
CONFIGURATION
Creating a heading
Name
Description
Index
Format
Start
Modifying a heading
Deleting a heading.
USE
Visualization
Creating a resource or an event
Resetting a counter
Calculated date heading
DEFINITION
Case of the dimension heading
Case of the form heading
CONFIGURATION
Creating a heading
Name
Description
Indexing
Display format
According to the calendar
Date
Operation
Value type
Constant
Numerical heading
Unit of Time
Modifying a heading
Deleting a heading.
USE
Visualization
Inclusion in the Operation type of heading
Use by other functionalities
Date Hour type of heading
DEFINITION
CONFIGURATION
Creating a heading
Name
Description
Indexing
Default value
Today's date
Display format
Modifying a heading
Deleting a heading.
USE
Visualization
Entering a value
Direct modification of values
Distance heading
DEFINITION
CONFIGURATION
Creating a heading
Name
Description
Start location
Arrival location
Unit
Real Distance
Display format
Modifying a heading
Deleting a heading.
USE
Visualization
Creating an event
Calculate the distance
GeoLocation heading
DEFINITION
CONFIGURATION
Creating a heading
Name
Description
Automatic localization
Localization headings
Modifying a heading
Deleting a heading.
USE
Visualization
Assign a value to a resource
Visualization of the position
Assigning/modifying/deleting a value in localization headings
Unique Choice List heading
DEFINITION
CONFIGURATION
Creating a heading
Name
Description
Indexing
Default value
Forbid default value
AutoFilter
Value list
Add an element to the list
Modify an element in the list
Delete an element in the list
Sort the elements in the list
Refresh according to existing values
Paste elements from the clipboard
Modifying a heading
Deleting a heading.
USE
Visualization
Assign a value to a resource
Creating/modifying/deleting a value
Password heading
DEFINITION
CONFIGURATION
Creating a heading
Name
Description
Modifying a heading
Deleting a heading.
USE
Visualization
Entering a value
Direct modification of values
Numerical type of heading
DEFINITION
CONFIGURATION
Creating a heading
Name
Description
Indexing
Default value
Forbid default value
Minimum Value, Maximum Value
Display format
Modifying a heading
Deleting a heading.
USE
Visualization
Entering a value
Direct modification of values
Use as Threshold
Use by the Operation type of heading
Display of totals in a Resources View
Operation type heading
DEFINITION
Case of the dimension heading
Duration
Formula
Case of the form heading
Duration
Formula
FUNCTIONAL PREREQUISITES
Form
Dimension: non persistent heading
Duration
Formula
Dimension: persistent heading
Duration
Formula
CONFIGURATION
Creating a Duration Operation heading
Name
Description
Heading type
Operation type
Unit
According to the calendar
Display format
Setting thresholds
Display remainder
Display as percentage
Persistence
Heading 1
Heading 2
Creating a Formula Operation heading
Name
Description
Heading type
Operation type
Formula
Dimension
Form
Headings
Operators
Constants
Display format
Setting thresholds
Display remainder
Display as percentage
Persistence
Modifying a heading
Deleting a heading.
USE
Visualization
calculation
Duration
Formula
Color of resources
Threshold constraints
Inclusion in the other Operation type headings
Display of totals in a Resources View
Use by other functionalities
Resource type heading
DEFINITION
CONFIGURATION
Creating a heading
Name
Description
Index
Default value
Forbid default value
AutoFilter
Resource filter
Associate to events
Dimension
Modifying a heading
Deleting a heading.
USE
Assign to a resource
Associate to events
Resource modification
Signature type heading
DEFINITION
CONFIGURATION
Creating a heading
Name
Description
Modifying a heading
Deleting a heading.
USE
Visualization
Entering a value
Use in filters
Text type heading
DEFINITION
CONFIGURATION
Creating a heading
Name
Description
Index
Default value
Forbid default value
Number of characters
Format
Completion
Modifying a heading
Deleting a heading.
USE
Visualization
Verification of the format
Direct modification of values
Multi-line text type heading
DEFINITION
CONFIGURATION
Creating a heading
Name
Description
Default value
Enriched text
Modifying a heading
Deleting a heading.
USE
Visualization
Direct modification of values
Control column Heading
DEFINITION
CONFIGURATION
Creating a dimension heading
Name
Description
Calculation type
Number of events
Duration of events (h)
Duration of events (d)
Achieved duration (h)
Achieved duration (d)
Occupation duration (h)
Occupation duration (d)
Free period duration (h)
Free period duration (d)
Load in hours
Load in days
Free load (h)
Free load (d)
Valuations
Form values
Resources values
Percentage of period
Period type
Display format
Persistence
No duplicate
Resources headings
Setting thresholds
Display remainder
Display as percentage
Events filter
Period
Type of intersection
Clicking date
Period according to the time scale
Creating a form heading
Name
Description
Type
calculation type
Number of events
Duration of events (h)
Duration of events (d)
Achieved duration (h)
Achieved duration (d)
Occupation duration (h)
Occupation duration (d)
Free period duration (h)
Free period duration (d)
Load in hours
Load in days
Free load (h)
Free load (d)
Valuations
Form values
Resources values
Display format
Modifying a heading
Deleting a heading.
USE
Visualization
Color of resources
Threshold constraints
Inclusion in the Operation type of heading
Display of totals in a Resources View
Use by other functionalities
Events values heading
DEFINITION
CONFIGURATION
Creating an Events Values heading
Name
Description
Type
Index
Persistence
Modifiable
Events values
Event
Display format
Ordering
Events filter
Period
Type of intersection
Clicking date
Period according to the time scale
Modifying a heading
Deleting a heading.
USE
Visualization
Modifying an event
Modification of the heading value
Use by other functionalities
Persistent headings
DEFINITION
USE
Calendars
DEFINITION
CONFIGURATION
USE
Visualization
Drag-dropping events
Calculation of event duration
Period Types
DEFINITION
CONFIGURATION
Creating a period type
Name
Description
History
Color
Type
Worked
Modification of a period type
Deleting a period type
ASSIGNMENT
Assigning to an hourly template
Assigning to a daily template
Assigning to a planner template
Hourly template
DEFINITION
CONFIGURATION
Creating an hourly template
Name
Description
History
Periods
Modifying an hourly template
Deleting an hourly template
USE
Assigning to an hourly calendar
Hourly calendar
DEFINITION
FUNCTIONAL PREREQUISITE
CONFIGURATION
Creating an hourly calendar
Name
Description
History
Default hourly templates
Specific hourly templates
Creating a non-worked hourly calendar
Modifying a hourly calendar
Deleting an hourly calendar
USE
Assigning an hourly calendar to a dimension
Assigning an hourly calendar to a resource
Assigning an hourly calendar to a creation rule
Daily template
DEFINITION
CONFIGURATION
Creating a daily template
Name
Description
History
Specific
Modifying a daily template
Deleting a daily template
USE
Assigning to a daily calendar
Daily Calendar
DEFINITION
FUNCTIONAL PREREQUISITE
CONFIGURATION
Creating a daily calendar
Name
Description
History
Default daily template
Daily templates
Start date
End date
Daily template
Specific days
Deleting a daily calendar
Modifying a daily calendar
USE
Assigning a daily calendar to a dimension
Assigning a daily calendar to a resource
Assigning a daily calendar to a creation rule
Time Period
DEFINITION
CONFIGURATION
List of default predefined time periods
Creating a new time period
Name
Description
History
Specific
Fixed Date
Relative Value
Duplicating a time period
Modifying a time period
Deleting a time period
USE
Events filter
Control Column and Events Values
Use by other functionalities
Valuation Item
DEFINITION
CONFIGURATION
Creating a valuation item
Name
Description
History
Global unit
Basic unit
Conversion coefficient
Display the coefficient
Display the fixed value
Display unit of time
Display the value per unit
Coefficients
Assigning an item to a creation rule
Modifying a valuation item
Deleting a valuation item
USE
Entering valuation item values
Assigning an item to an event
Add an additional valuation item to the event
Remove a valuation item from an event
Visualization
Adding a coefficient according to the period type
Recalculating a valuation item
Dividing an event
Modifying a resource
Valuation item calculation method
Simple situation
General situation
Use by other functionalities
Creation rule
DEFINITION
CONFIGURATION
Creating a creation rule
Name
Description
History
Priority
Calendars
Editing window
Display editing window
Form
Event type
Duration
Worked
Start time
Load type
Load
Automatic achievement
Resources
Valuations
Coefficient
Fixed value
Value by unit of time
Unit of Time
Modifying a rule
Deleting a rule
ASSIGNMENT
Assignment to a dimension
Assignment to a resource
USE
Creating an event
Modifying an event
Events hierarchy
DEFINITION
CONFIGURATION
Absence of hierarchy
Creating an event hierarchy
Configuration
Order of input of mandatory dimensions
Assigning resources to event creation
Automatic selection of a single resource
Incompatibility of hierarchies
Modification
Deletion
Deleting a dimension in a hierarchy
Deleting a hierarchy
USE
Creating an event
Warning messages
Workflows
DEFINITION
CONFIGURATION
Creating a workflow
Name
Description
History
Enabled
Events filter
Definition
Duplication of a workflow
Modifying a workflow
Deleting a workflow
USE
Non compliance with workflow
Visualization of workflows
Resource and Event
Resource
DEFINITION
CONFIGURATION
USE
Creating a resource
Heading tab
Parameters tab
Hourly calendar
Daily calendar
Color
Icon
Creation rules
Complete modification of a resource
Modifying the value of a resource
Modifying the calendar for a resource
Using Drag and Drop
Via the resource properties window
Using the context sensitive menu
Hourly calendar
Daily calendar
Duplication of resources
Duplicate using the menu
Duplicate using drag and drop
Importing a resource
Exporting a resource
Deletion of a resource
Displaying events relating to a resource
Assignment to another resource
Sorting resources
Selecting resources
Selecting a resource
Selecting multiple resources
CTRL + left click
Ctrl + A
Using filters to make a selection
Searching for resources
Resource filter
Resource forum
Event
DEFINITION
PROPERTIES OF AN EVENT
DATE BLOCK
COMPLETION BLOCK
RESOURCES BLOCK
LOAD BLOCK
FORM BLOCK
VALUATION BLOCK
Name
Unit of Time
Fixed value
Value per unit
Coefficient
Total (base)
Total (global)
Total valuation
NOTE BLOCK
LOGGING BLOCK
CONFIGURATION
USE
Creating an event
CREATION METHODS
Drag and Drop
Resource onto schedule or agenda
Resource to resource
Double click on the schedule
Add a new event
Duplicate an event
Copy and Paste a selection of events
Duplicate a selection of events
Duplicate using drag and drop
Repeat an event
Horizontal repeating of events
Every
Worked
Same day
Repeat until
Number of repetitions
Parameters
Repeating group
Repeating a note, a formula, valuation items
Worked events
Vertical repeating of events
Repeating group
Repeating a note, a formula, valuation items
Repeating events from a selection
Parameters
Repeating group
Repeating a note, a formula, valuation items
Selecting resources
Automatically, on creation of a resource
CREATION PROCESS
Creation rules
Event hierarchy
Permissions
Constraints
Manipulating an event
Events display
Assignment of resources
Modification of the properties of an event
Deleting an event
Deletion of events along a single dimension
Selection of events
Selecting an event
Selecting multiple events
CTRL + left click
Selecting by rectangle
Extending a selection
Ctrl + A
Using filters to make a selection
Selecting related events
Compressing events
DEFINITION
USE
Moving an event
DEFINITION
USE
Drag and Drop
Properties of the event
Shift
Shift to a date
Shift on an interval
Sub-dividing an event
Searching for events
“Search” function
Heading
Condition
Value
Add to visible results
Search visible results only
Quick, “full text” search
Events filter
Sorting events
Overlap of events
Opening/closing an overlap
Opening/closing all overlaps
Prevention of overlaps
Links between events
Importing events
Exporting events
Editing data
Achievement
DEFINITION
CONFIGURATION
USE
Visualization
Direct modification from within the view
Modification by editing events
Automatic achievement
Manual achievement
Use by other functionalities
Assignment
DEFINITION
ASSIGNMENT TO ANOTHER RESOURCE
ASSIGNING AN EVENT, DEPENDING ON AVAILABILITY
ASSIGNING AN EVENT, DEPENDING ON DISTANCE
Compute distances
Localization period
AUTOMATIC ASSIGNMENT
Automatic filter
DEFINITION
CONFIGURATION
USE
Availability
DEFINITION
Calendar
DEFINITION
USE
Handling
Use by other functionalities
Color
DEFINITION
Compressing events
DEFINITION
USE
Customized
DEFINITION
USE
Customized resource filter
Customized events filter
Customized calendar
Customized time period
Customized filter
DEFINITION
RENAMING A CUSTOMIZED FILTER
Duplication
DEFINITION
Duplication of events
Copy and Paste a selection of events
Duplicate a selection of events
Duplicate using drag and drop
Duplication of resources
Duplicate using the menu
Duplicate using drag and drop
Duration
DEFINITION
CONFIGURATION
Creation rules
Calendars
USE
Impact on other functionalities
Load
Valuation items
Calculations for events durations
Control total type section
load
Events Report
Events values heading
Operation type heading.
Conversion of days into hours
Resource filter
DEFINITION
CONFIGURATION
Creating a Resource Filter
Name
Description
Private
History
Setting only
Filter criteria
Addition of a criterion
Addition of a criterion group
Deleting criteria or a group
Duplicating a Resource Filter
Modifying a Resource Filter
Deleting a resource filter
Description of type of criteria and groups
Dimension heading criterion
Dimension criterion
History criterion
Events filter criterion
Group Criterion
“On request” checkbox
Without variable
With variable
USE
USE
Triggering a filter
Use by other functionalities
Events filter
DEFINITION
CONFIGURATION
Creating an events filter
Name
Description
Private
History
Setting only
Filter criteria
Addition of a criterion
Addition of a criterion group
Deleting criteria or a group
Duplicating an events filter
Modifying an events filter
Deleting an events filter
Description of type of criteria and groups
Event criterion
Dimension heading criterion
Dimension criterion
History criterion
Formula criterion
Events filter criterion
Parent filter criterion
Group Criterion
“On request” checkbox
Without variable
With variable
USE
Triggering a filter
Use by other functionalities
Filter
DEFINITION
FILTER TYPES
Named filter
Combined filter
Selection filters
DEFINITION
USE
In the planning view
In events view, Gantt events view, Kanban events view
In resource view
Automatic filter
DEFINITION
CONFIGURATION
USE
USE
Triggering a filter
Free Period
DEFINITION
USE
Common free period
Filters
“Dimension” filter
Events filter
Search period
The duration of the free period
Value
Unit
Worked
Search dimensions
Filters
Resource filter
Events filter
Search period
The duration of the free period
Value
Unit
Worked
Discontinuous
On duration or load
Control Total, Events Reports and load Plans
Go to
DEFINITION
USE
Go to a resource
Heading
Condition
Value
Go to an event
Highlight
DEFINITION
USE
Link
DEFINITION
CONFIGURATION
Creation of a link
Link type
Behavior
Link mode
Type limit type
Delay
Modification to a link
Deleting a link
USE
Visualization
Strict time limit
Minimum and Maximum time limits
Respect links
Link information popup
Error message
Load
DEFINITION
CONFIGURATION
The rules of creation
USE
Overlap of events
DEFINITION
USE
Opening/closing an overlap
Opening/closing all overlaps
Prevention of overlaps
Pop-up menu
DEFINITION
RESOURCES VIEW
Pop-up menu for the header of the view
Pop-up menu for resources
SCHEDULE VIEW
Pop-up menu of the heading headers
Pop-up menu for resources
Pop-up menu for events
Context sensitive menu for the header of the schedule view
Pop-up planning menu
Pop-up menu for links
DIARY VIEW
Pop-up menu for the header of the view
Pop-up menu for events
Pop-up diary menu
EVENTS VIEW
Pop-up menu for the view
Pop-up menu for events
Pop-up menu for the heading header
GANTT EVENTS VIEW
Pop-up menu for the header of the view
Pop-up menu of the column headers
Pop-up menu for events
Pop-up menu for the header of the planning view
KANBAN EVENTS VIEW
Pop-up menu for the header of the view
Pop-up menu for events
EVENTS MAP VIEW
Pop-up menu for the header of the view
Pop-up menu for events
Context-sensitive menus of the events zone
EVENTS REPORT VIEW
Pop-up menu for the view
Private
DEFINITION
Refresh
DEFINITION
USE
Manual refresh
Automatic refresh
Common update delay
Repeating an event
Horizontal repeating of events
Every
Worked
Same day
Repeat until
Number of repetitions
Parameters
Repeating group
Repeating a note, a formula, valuation items
Worked events
Vertical repeating of events
Repeating group
Repeating a note, a formula, valuation items
Repeating events from a selection
Parameters
Repeating group
Repeating a note, a formula, valuation items
Selecting resources
Searches
DEFINITION
USE
“Search” function
Heading
Condition
Value
Add to visible results
Search visible results only
Quick, “full text” search
Selection
DEFINITION
RESOURCES
Selecting a resource
Selecting multiple resources
CTRL + left click
Ctrl + A
Using filters to make a selection
Resource selection window
EVENTS
Selecting an event
Selecting multiple events
CTRL + left click
Selecting by rectangle
Extending a selection
Ctrl + A
Using filters to make a selection
Selecting related events
LINKS
Selecting a link
Selecting multiple links
CTRL + left click
Shifting
DEFINITION
USE
Drag and Drop
Properties of the event
Shift
Shift to a date
Shift on an interval
Sort
DEFINITION
USE
Data sorting in table mode
Saving
Sorting elements in a list
Undo / Redo
DEFINITION
USE
Undo
Redo
Worked
DEFINITION
USE
The type of period worked
Event worked
Layout and display
Main Window
DEFINITION
LIST OF WINDOW ELEMENTS
Quick Access Bar
Menu Bar
Windows
Status bar
View
Favorite display
Modules
Groups
Users
Pop-up menu
Menu Bar
DEFINITION
PLANNER MENU
Planner block
Printing block
Export block
Import block
Exit block
SETTINGS MENU
Windows block
Configuration block
EDIT MENU
General block
Events block
Links block
Resources block
Events Reports block
DISPLAY MENU
Configuration block
Favorite Displays block
Predefined views block
Rows block
Mode block
Resources block
Planner block
Diary block
Events Reports block
FILTERS MENU
Dimension Filters block
Events Filters block
Free Periods block
Quick Access Bar
DEFINITION
LIST OF FUNCTIONS
Favorite display
Refresh
Undo / Redo
Language
Change password
Display VPWhatsUP view
Weather
Time Bar
DEFINITION
CONFIGURATION
USE
Views
Manipulation
Cut the time bar in the Schedule and Gantt Events views
Printing
Smart Toolbar
DEFINITION
ENABLING
DESCRIPTION
Open
Refresh
Undo / Redo
Favorite displays
Printing
Import / Export
Global Settings
Resource filters
Events filters
Preferences
Language
Password
VPWhatsUp
Help
Weather
View
DEFINITION
CHARACTERISTICS
CONFIGURATION
Creating a view
Dimension
Name
Description
Modifying a view
Situation 1: Predefined views block
General Settings
Deleting a view
Situation 1: Predefined views block
General Settings
USE
Layout of views
Title bar and applied filters
Printing a view
Synchronizing views
Layout of views
DEFINITION
USE
Shifting a view
Superimposing views
Pinning a view
Resources View
DEFINITION
CONFIGURATION
Creating a view
Dimension
Name
Description
Modifying a view
Situation 1: Predefined views block
General Settings
Deleting a view
Situation 1: Predefined views block
General Settings
DISPLAY SETTINGS
Access
Resources tab
Display mode
Alignment
Sort the default editor
Font
Ascending sort
Sort by
Main heading
Group by
All headings
Description headings
Separator
Filter of authorized ‘Dimensions’
Background color
Icon size
Display totals
Visual
Display icons
Display row numbers
Printing tab
Adjustment
Footer
Header
Page layout
Show logo
Select logo
Synchronization tab
Resource filter
USE
Tree mode
Layout of a Resources View
Sorting resources
Printing a Resources View
Favorite display
Schedule View
DEFINITION
CONFIGURATION
Creating a view
Dimension
Name
Description
Modifying a view
Situation 1: Predefined views block
General Settings
Deleting a view
Situation 1: Predefined views block
General Settings
DISPLAY SETTINGS
Access
Events tab
Automatic line return
Fixed height
Font
Time bars label
Display according to calendar
On one row
Separator
Display titles
Alignment
Border color dimension
Border thickness
Background color dimensions
Display the progress bar
Progress color
Bar position
Urgent color
Linked event filter
Display extra events
Always visible
Aligning the icon
Icon Dimensions
Icon size
Tooltips like time bars
Tooltip labels
Sort in ascending order
Labels for sorting
Allowed Event filters
Schedule tab
Daily calendar
Hourly calendar
Column width
Font
Set to the current date
Scale
Scroll
Display hourly calendars
Non working days
Night hours
Vertical grid
Display weeks
Start time
End time
Period
Background color
Load all rows
Display links
Only rows with events
Resource rows tab
Display short names
Sort the default editor
Font
Ascending sort
Sort by
All headings
Headings
Background color
Icon size
Font
Display icons
Display row numbers
Display totals
Filter of authorized ‘Dimensions’
Workloads tab
Display total
Display workloads
Workload
Printing tab
Number of periods per page
Period by page
Restrict to events
Period
Footer
Header
Page break on heading
Page layout
'Streamer’ mode
Show logo
Select logo
Synchronization tab
Date
Schedule scale
Events filters
Resource filter
USE
Tree mode
Layout of a Schedule view
Moving in the Schedule view
Sorting resources
Printing a Schedule view
Favorite display
Diary View
DEFINITION
CONFIGURATION
Creating a view
Dimension
Name
Description
Modifying a view
Situation 1: Predefined views block
General Settings
Deleting a view
Situation 1: Predefined views block
General Settings
DISPLAY SETTINGS
Access
Diary tab
Daily calendar
Hourly calendar
Font
Display mode
Set to the current date
Display hourly calendars
Non working hours
Start time
End time
Period
Filter of authorized ‘Dimensions’
Background color
Load all rows
Only rows with events
Events tab
Font
Time bars label
Alignment
Border color dimension
Border thickness
Background color dimensions
Display the progress bar
Progress color
Urgent color
Linked event filter
Display extra events
Always visible
Aligning the icon
Icon Dimensions
Tooltips like time bars
Tooltip labels
Sort in ascending order
Labels for sorting
Allowed Event filters
Printing tab
Footer
Header
Page layout
Show logo
Select logo
Synchronization tab
Date
Events filters
Resource filter
USE
Creating a Diary View event
Event display mode
Layout of a Diary View
Printing a Diary View
Favorite display
Events View
DEFINITION
CONFIGURATION
Creating a view
Dimension
Name
Description
Modifying a view
Situation 1: Predefined views block
General Settings
Deleting a view
Situation 1: Predefined views block
General Settings
DISPLAY SETTINGS
Access
Events List tab
Display mode
Period
Display row numbers
Display totals
Auto Format text
Display headers
Display short names
Icon size
Labels
Font
Unrestricted HTML text
Icon Dimensions
Color Dimensions
Allowed Event filters
Filter of authorized ‘Dimensions’
Printing tab
Adjustment
Footer
Header
Page layout
Show logo
Select logo
Synchronization tab
Events filters
Resource filter
USE
Layout of an Events view
Sorting events
Printing an Events view
Favorite display
Gantt Events View
DEFINITION
CONFIGURATION
Creating a view
Dimension
Name
Description
Modifying a view
Situation 1: Predefined views block
General Settings
Deleting a view
Situation 1: Predefined views block
General Settings
DISPLAY SETTINGS
Access
Events List tab
Display row numbers
Display totals
Icon size
Labels
Font
Icon Dimensions
Color Dimensions
Filter of authorized ‘Dimensions’
Planner tab
Daily calendar
Hourly calendar
Column width
Font
Set to the current date
Scale
Scroll
Display hourly calendars
Non working days
Night hours
Vertical grid
Display weeks
Start time
End time
Period
Background color
Display links
Events tab
Automatic line return
Fixed height
Font
Time bars label
Display according to calendar
On one row
Separator
Display titles
Alignment
Border color dimension
Border thickness
Background color dimensions
Display the progress bar
Progress color
Bar position
Urgent color
Always visible
Aligning the icon
Icon Dimensions
Icon size
Tooltips like time bars
Tooltip labels
Allowed Event filters
Workloads tab
Display total
Display workloads
Workload
Printing tab
Adjustment
Footer
Header
Page layout
Show logo
Select logo
Synchronization tab
Events filters
Resource filter
Kanban Events View
DEFINITION
DISPLAY SETTINGS
Access
Events List tab
Period
Dispatch according to
Dispatch according to the same dimension as the events view dimension
Dispatch according to a different dimension from the events view dimension
Resource in column
Number of rows
Auto Format text
Display headers
Display short names
Unrestricted HTML text
Icon size
Labels
Font
Icon Dimensions
Color Dimensions
Allowed Event filters
Filter of authorized ‘Dimensions’
Printing tab
Adjustment
Footer
Header
Page layout
Show logo
Select logo
Synchronization tab
Events filters
Resource filter
Events Map view
DEFINITION
CONFIGURATION
Creating a view
Dimension
Name
Description
Modifying a view
Situation 1: Predefined views block
General Settings
Deleting a view
Situation 1: Predefined views block
General Settings
DISPLAY SETTINGS
Access
Map tab
Routing dimension
Geolocation
HTML information
Display the routing
USE
Layout of an Events Map view
Filtering displayed events
Printing an Events Map view
Favorite display
Events Report View
DEFINITION
CONFIGURATION
Functional prerequisite
Creating a view
Dimension
Name
Description
Modifying a view
Situation 1: Predefined views block
General Settings
Deleting a view
Situation 1: Predefined views block
General Settings
DISPLAY SETTINGS
Access
Events Report tab
Abscissa - Rotation of labels
Abscissa - Font
Abscissa - Title
Ordinate - Font
Ordinate - Title
Allowed Event filters
Automatic calculation
Events Report
Color map
Display Type
Display values
Value font
Caption font
Number of columns
Title
Title font
Printing tab
Adjustment
Footer
Header
Page layout
Show logo
Select logo
USE
Layout of an Events Report view
Display type of an Events Report view
Display tab > Events Reports menu
Pop-up menu
Sorting the report rows
Printing an Events Report view
Favorite display
Favorite display
DEFINITION
USE
Creating a favorite display
Name
Category
Private
Start-up display
Description
Saving an existing favorite display
Selecting a favorite display
Deleting a favorite display
Resources Editor
DEFINITION
CONFIGURATION
Default Template
Classifying headings in the default editor
By the order of headings defined in the dimension
By the order of headings defined in the display settings
Creating a Resource Editor
Name
Description
History
Activated
Dimension filter
Editor
Resource headings
Text input
Inserting attributes
Inserting an image
Events list
Delete
Grid alignment
Default title
Shift to
Tab Management
Preview
Pop-up menu
Object alignment
Same size
Naming objects
Undo / Redo
Example of a Resource Editor
Modifying a Resource Editor
Deleting a Resource Editor
Duplicating a Resource Editor
USE
Double-click on a resource
Right-click on a resource
Heading tooltips
Printing
Event Editor
DEFINITION
CONFIGURATION
Default Template
Creating an event editor
Name
Description
History
Activated
Events filter
Editor
Event attributes
Event resource headings
Event form headings
Valuation items
Text input
Inserting attributes
Inserting an image
Child Events list
Delete
Grid alignment
Default title
Shift to
Tab Management
Preview
Pop-up menu
Object alignment
Same size
Naming objects
Undo / Redo
Event editor example
Modifying an event editor
Deleting an event editor
Duplicating an event editor
USE
Assigning to a creation rule
Opening the editor
Printing an editor
Tooltip
Definition
Events tooltip
Link information popup
Data tooltip for workloads
Resource rows tooltip
Headings tooltip
VALUES TOOLTIP
TOOLTIP FOR RESOURCE ROW HEADERS
Time scale
DEFINITION
SCHEDULE VIEW
DIARY VIEW
GANTT EVENTS VIEW
USE
Viewing the time scale
Modifying the time scale
In Schedule or Gantt Events view
In Diary View
Color map
DEFINITION
USE
Quick map
Color wheel
Color map
LINKED CONCEPTS
Highlighting
DEFINITION
USE
Notifications and Reporting
Constraints
DEFINITION
Target constraint
DEFINITION
CONFIGURATION
Creation of a target constraint
Name
Description
History
Activated
Specifics
Type of constraint
Mark warning
Resource filter
For all resources or individually for each resource
Events filter for triggering
Calculation
Events filter for verification
Objective not to be exceeded
Time Period
Modification of a target constraint
Activation/deactivation
Deleting a target constraint
USE
Constraint respected
Constraint not respected
Warning
Prohibition
Authentication
Event marking
The border of the duration bar
The event tooltip
The description in the duration bar
Events filter
Coherency constraint
DEFINITION
CONFIGURATION
Creating a Coherency Constraint
Name
Description
History
Activated
Specifics
Type of constraint
Mark warning
Resource filter
Events filter for triggering
Events filter for verification
Modifying a coherency constraint
Activation/deactivation
Deleting a coherency constraint
USE
Constraint respected
Constraint not respected
Warning
Prohibition
Authentication
Event marking
The border of the duration bar
The event tooltip
The description in the duration bar
Events filter
Time gap constraint
DEFINITION
CONFIGURATION
Creating a new time gap constraint
Name
Description
History
Activated
Specifics
Type of constraint
Mark warning
Resource filter
For all resources or individually for each resource
Events filter for triggering
Time gap
Events filter for verification
Minimum value to be respected
Modifying a time gap constraint
Activation/deactivation
Deleting a time gap constraint
USE
Constraint respected
Constraint not respected
Warning
Prohibition
Authentication
Event marking
The border of the duration bar
The event tooltip
The description in the duration bar
Events filter
Workload
DEFINITION
CONFIGURATION
Creation of a workload
Name
Description
History
Calculation type
Number of events
Duration of events (h)
Duration of events (d)
Occupation duration (h)
Occupation duration (d)
Free period duration (h)
Free period duration (d)
load in hours
load in days
Free load (h)
Free load (d)
Valuations
Form values
Cumulative values
Accumulation start date
Display format
Setting thresholds
One line per resource in a dimension
Events filter
Resource filter
Objective - Definition
Automatic calculation: box checked
Value
Events filter
Resource filter
Automatic calculation: box not checked
Fixed objective
Modification of a workload
Deleting a workload
USE
Display settings
Display total
Display workloads
Load plans
Display/hide load plans
Choosing a display
Exporting workloads
Type
Type: CSV
Separator
Encoding
Type: Excel
Path
Period
Data tooltip for workloads
VPPORTAL display
Events Report
DEFINITION
CONFIGURATION
Creating an events report
Name
Description
Private
History
Hide empty columns
Hide empty rows
Grouping
Cumulative values
Display all values
Display as
One event per line
Number of subtotals
Data for analysis
Data to calculate
Name
Description
Display
Calculation type
Display format
Setting thresholds
Period
Events filter
Resource filter
Export
URL "call"
Activating authentication
User ID
Password
Editing an events report
Deleting an events report
USE
Displaying an events report
Events Report View
Display Type
Use of standardized filters
Standard filter for resource lines
Standard events filter
Favorite display
Exporting an events report
Copy and Paste to a text editor
VPPORTAL display
Thresholds
DEFINITION
CONFIGURATION
Setting thresholds
Display remainder
Display as percentage
USE
Visualization
Use by other functionalities
Importing Exporting and Publishing data
Importing resources
DEFINITION
CONFIGURATION
Create an import context
Name
Description
History
Definition
URL "call"
Activating authentication
User ID
Password
Resource creation/modification
Event creation/modification
Activated
Triggers
Reporting activated
Sender
Recipients
Definition of the import context
Source tab
Standard format
For *.CSV files
Type
Separator
Encoding
Path
For Excel files
Type
Path
Worksheet
Databases
Type
DBMS
Connection settings
Database
Table
SQL Condition
Specific values
Resource parameters
Resource filter
Import mode
Stored procedure
Importing events - procedure to be used
Correspondence tab
Dimension
Source
Value
Global variables
Now
Multiple values
Key
Modification to an import context
Delete an import context
Amalgamation of values (snowballing)
USE
Importing events
DEFINITION
CONFIGURATION
Create an import context
Name
Description
History
Definition
URL "call"
Activating authentication
User ID
Password
Event creation/modification
Activated
Triggers
Reporting activated
Sender
Recipients
Definition of the import context
Source tab
Standard format
For *.CSV files
Type
Separator
Encoding
Path
For Excel files
Type
Path
Worksheet
Databases
Type
DBMS
Connection settings
Database
Table
SQL Condition
Specific values
Date format
Import mode
Events filter
Stored procedure
Correspondence tab
Property
Source
Value
Global variables
Now
Multiple values
Automatic assignment
Sort in ascending order
Sort headings
Resource filter
Key
Parent key
Modification to an import context
Delete an import context
Amalgamation of values (snowballing)
USE
Import of resources or events from a mailbox
DEFINITION
PREREQUISITES
Technical prerequisites
Functional prerequisite
CONFIGURATION
Defining the import URL
Creating the import context
Definition of the import context
USE
Resources export
DEFINITION
PREREQUISITES
Technical prerequisites
Functional pre-requisites
CONFIGURATION
Create an export context
Name
Description
History
Definition
Mark the treatment
URL"call"
Activating authentication
User ID
Password
Resource creation/modification
Event creation/modification
Activated
Triggers
Reporting activated
Sender
Recipients
Definition of the export context
Destination tab
Standard format
For *.CSV files
Type
Separator
Encoding
Path
For Excel files
Type
Path
Worksheet
For XML files
Type
Path
Databases
Type
DBMS
Connection settings
Database
Table
Add if no match
Filter
Stored procedure
Import context to follow
Correspondence tab
Dimension
Destination
Key
Modification of an export context
Deleting an export context
USE
Trigger
Event markings
Export to multiple imports
Exporting Events
DEFINITION
PREREQUISITES
Technical prerequisites
Functional pre-requisites
CONFIGURATION
Create an export context
Name
Description
History
Definition
Mark the treatment
URL "call"
Activating authentication
User ID
Password
Event creation/modification
Activated
Triggers
Reporting activated
Sender
Recipients
Definition of the export context
Destination tab
Standard format
For *.CSV files
Type
Separator
Encoding
Path
For Excel files
Type
Path
Worksheet
For XML files
Type
Path
Databases
Type
DBMS
Connection settings
Database
Table
Add if no match
Date format
Filter
Period
Type of intersection
Stored procedure
Import context to follow
Correspondence tab
Property
Destination
Key
Modification of an export context
Deleting an export context
USE
Trigger
Event markings
Export to multiple imports
Export events report
DEFINITION
PREREQUISITES
CONFIGURATION
USE
Triggering an export event report
For *.CSV files
For Excel files
Export report
Export correct
Pre-existing data
Export incorrect
Triggering an events report export using a URL
Without initial authentication
With authentication
Import/Export triggers
DEFINITION
PREREQUISITES
LIST OF TRIGGERS
Manual
DEFINITION
USE
Triggering a context
Exporting a selection
Importing a selection
Export report
Export correct
Export incorrect
Import report
Import correct
Import incorrect
No resource defined
No correspondence defined
Service
Import by service
DEFINITION
PREREQUISITES
Technical prerequisites
Functional prerequisite
CONFIGURATION
Configuration of import service
Activated
Triggers
Frequency
Information
File
Actions
USE
Export by service
DEFINITION
PREREQUISITES
Technical prerequisites
FUNCTIONAL PREREQUISITE
CONFIGURATION
Export trigger parameters
Activated
Triggers
Frequency
Information
File
USE
Automatic
DEFINITION
USE
URL
DEFINITION
ACTIVATION OF THE URL
OBTAINING THE URL
EXPORTS VIA URL
Simple URL
For resources
For events
URL with named variables
For resources
For events
IMPORTS VIA URL
Simple URL
For resources
For events
URL with named variables
For resources
For events
FTP and WebDAV
DEFINITION
PREREQUISITES
CONFIGURATION
FUNCTIONALITIES
Chains
DEFINITION
PREREQUISITES
CONFIGURATION
USE
Import of an export or export of an import
Data types
IMPORT/EXPORT WITH MySQL OR MariaDB
IMPORT/EXPORT WITH SQLSERVER
IMPORT/EXPORT WITH ORACLE
NOTES
Columns not permitted to be left blank
Format not accepted
Character chain
Format incompatible
Tips for data imports
Printing
DEFINITION
Printing a view
DEFINITION
CONFIGURATION
Page layout
Preview
USE
Print
PDF
Printing an event
DEFINITION
CONFIGURATION
Preview
Headings
Adjustment
Page footer
Header
Page layout
Show logo
Select logo
Print according to editor
USE
Starting a hardcopy print job
Creation of a PDF file
Printing a resource
DEFINITION
CONFIGURATION
Preview
Period
Events filter
Headings
Adjustment
Page footer
Header
Page layout
Show logo
Select logo
Print according to editor
USE
Starting a hardcopy print job
Creation of a PDF file
Modules
Geolocation
DEFINITION
PREREQUISITES
Technical prerequisites
Functional pre-requisites
Creating a key for Google Maps
Creating a key for HereWeGo
CONFIGURATION
Prerequisites
Configuration
USE
View location
View routing
Assignment
Calculate the distance
Distance
Scheduling of events
Tour start time
Alignment
Location of departure
Location of the tour
Show Map
RSS Feed
DEFINITION
TECHNICAL PREREQUISITES
CONFIGURATION
Creating an RSS FEED
Name
Description
History
Enabled
A feed for each resource
Content
Maximum number of items
Publication date
Title
Events filter
Resource filter
Modifying an RSS FEED
Deleting an RSS FEED
USE
Displaying the URL
Distribution
Send SMS
DEFINITION
PREREQUISITES
Technical prerequisites
Functional pre-requisites
DEFINING ADMINISTRATORS
CONFIGURATION
Configuration of the Send SMS server
Situation 1: Direct sending,
SMS.esendexNum
SMS.esendexPwd
SMS.esendexUser
SMS.provider
Other settings
Situation 2: Mail to SMS
SMS.mailDomain
SMS.mailSender
SMS.mailSubject
SMS.provider
Other settings
Configuration of the Send SMS context
Name
Description
History
Content
Events filter
More than 160 characters
Mark the sending
Recipients
USE
Manual sending of an SMS
Send using Mail to SMS
Sending e-mails
DEFINITION
SENDING E-MAIL FROM A RESOURCE
DEFINITION
PREREQUISITES
Technical prerequisites
Functional pre-requisites
SMTP server
CONFIGURATION
Sending an empty e-mail to write,
Sending a resource print-out by e-mail
USE
Sending an empty e-mail to write,
In the case of messaging software
In the case of an SMTP server
Sending a resource print-out by e-mail
In the case of messaging software
In the case of an SMTP server
SENDING AN E-MAIL FROM AN EVENT
Prerequisites
Technical prerequisites
Functional pre-requisites
Defining administrators
In the ONE version
In the ENTERPRISE version
Configuring an e-mail template
Name
Description
History
Content
HTML Format
Join attached files
Recipients
Send an invitation
Subject
Events filter
Mark the sending
Open mailer
Sender hidden copy
Event creation/modification
Enabled
Sender e-mail address
Triggers
Configuring the SMTP server
SMTP server
Sender
Manual sending of e-mail
Choosing the template
Sending e-mail
In the case of messaging software
In the case of an SMTP server
Event marking
Automatic sending of e-mail
Configuration
Management of the automation service
Enabling of the service in the planner
Starting and stopping the service
Automatic start
Sending e-mail
Event marking
VPPublipost mail merge
DEFINITION
Using Word
Using Pentaho
PREREQUISITES
Technical prerequisites
Functional pre-requisites
CONFIGURATION
Creating a mail merge template
Name
Description
History
Attach the result to the headings
Events filter
Properties to publish
Backup directory
Attributes that define the path
Application
Single destination file
Save as PDF
Timestamp
Mail merge template file
Using MSWord
Using Pentaho
Event creation/modification
Modifying a mail merge template
Deleting a mail merge template
USE
VPWhatsUp
DEFINITION
CONFIGURATION
Creating a VPWhatsUP discussion
Name
Description
History
Specifics
Modifying a discussion
Deleting a discussion
USE
Visualization
On the rich client
On VPPORTAL
On VPGO
New items in a discussion
Entering a text
Share a resource via the discussion
Share an event via the discussion
Discussion history
Web Calendars
DEFINITION
TECHNICAL PREREQUISITES
INSTALLATION
CONFIGURATION
Creating a publication
Name
Description
History
Enabled
Display short names
One calendar for each resource
Categories
Content
Position
Meeting manager
Participants
Subject
Events filter
Resource filter
Intersect the period
Modifying a publication
Deleting a publication
USE
Displaying the URL
Reading the calendar
VPORTAL
DEFINITION
TECHNICAL PREREQUISITES
INSTALLATION
DEFINITION OF USERS
Users
Administrators
CONFIGURATION
SETTINGS
Description
Display menu on the left
Login dimension
Allowed user filter
Permission group heading
Identification heading
Password heading
Email heading
User profile headings
Terms of use heading
Terms of use text
CHANGING THE PASSWORD
TAB ORDER
CREATING A VPPORTAL TEMPLATE
Creating a Diary template
Name
Description
History
Enabled
Start time
End time
Display Period
Displayable periods
Dimension filter
Choice of Dimensions
Main data items
Separator
Icon
Border color
Background color
Description data
Events height
Creation hierarchies
Input editor
Authorize duplication
Events filters
Period
Display extra events
Linked event filter
Creating a Planner template
Name
Description
History
Enabled
Start time
End time
Display Period
Displayable periods
Display halfday
Dimension filters
Identification headings
Separator
Main data items
Separator
Icon
Icon size
Border color
Background color
Description data
Events height
Creation hierarchies
Input editor
Authorize duplication
Events filters
Period
Display extra events
Linked event filter
Workloads
Creating an Events List template
Name
Description
History
Enabled
Display Type
Auto Format text
HTML descriptor
Description data
Number of rows per page
Group by heading
Sort by heading
Icon
Icon size
Background color
Dimension filter
Choice of Dimensions
Creation hierarchies
Input editor
Authorize duplication
Events filters
Period
Creating a Resources List template
Name
Description
History
Enabled
Display Type
Auto Format text
HTML descriptor
Description data
Number of rows per page
Group by heading
Sort by heading
Display icon
Icon size
Row color
Dimension filter
Creation input editor
Input editor
Creating an Events Report template
Name
Description
History
Enabled
Events Report
MODIFYING A VPPORTAL TEMPLATE
DELETING A VPPORTAL TEMPLATE
INPUT EDITORS
Events Editors
Name
Description
History
Enabled
Events Filter
Enable Custom Editor
Custom Editor
Editable data
Resources Editors
Name
Description
History
Enabled
Dimension filter
Enable Custom Editor
Custom Editor
Editable data
USE
ACCESS TO VPPORTAL
VPPORTAL LANGUAGE
LOGGING IN/OUT
CHOOSING A TEMPLATE
USING A DIARY TEMPLATE
Consulting a Diary
Time Period
Browsing the calendar
Show night hours
Events filters
Resources filters
Search
View of the diary
Export to PDF
Editing an event
Creating an event
USING A PLANNER TEMPLATE
Consulting a Planner
Time Period
Browsing the calendar
Events filters
Resources filters
Search
View by month
View by week
View by worked week
Workloads
Export to PDF
Editing an event
Creating an event
USING AN EVENTS LIST TEMPLATE
Consulting an events list
Events filters
Resources filters
Search
Go forwards or back in the event list
Refresh the screen
Tree mode
Export to PDF
Editing an event
Creating an event
USING AN RESOURCE LIST TEMPLATE
Consulting a resource list
Search
Go forwards or back in the resources list
Refresh the screen
Tree mode
Export to PDF
Editing a resource
Creating a resource
In the case of the "Attachment” heading
Display = File list
Display = Image album
USING AN EVENTS REPORT TEMPLATE
SPECIAL CASES
Workloads
Managing child events
Attachment heading
Display = Image album
VPGO
Configuring VPGO
SETTINGS
Description
Short description
Login dimension
Allowed user filter
Permission group heading
Login heading
Password heading
Email heading
User profile headings
Terms of use heading
Terms of use text
CHANGING THE PASSWORD
TAB ORDER
MANAGING CHILD EVENTS
CREATING A VPGO TEMPLATE
Creating a Diary template
Name
Description
History
Activated
Accessible offline
Authorize duplication
Events filters
Period
Main data items
Separator
Icon
Icon size
Border color
Background color
Number of items per page
Dimension filter
Choice of 'Dimension'
Creation hierarchies
Input editor
Display extra events
Linked event filter
Creating an Events List template
Name
Description
History
Activated
Accessible offline
Authorize duplication
Events filters
Period
Auto Format text
HTML descriptor
Description data
Group by heading
Sort by heading
Icon
Icon size
Background color
Number of items per page
Dimension filter
Choice of 'Dimension'
Creation hierarchies
Input editor
Creating a Resources List template
Name
Description
History
Activated
Accessible offline
Auto Format text
HTML descriptor
Description data
Group by heading
Sort by heading
Display icon
Icon size
Line color
Number of items per page
Dimension filter
Creation input editor
Input editor
EDITING A VPGO TEMPLATE
DUPLICATING A VPGO TEMPLATE
DELETING A VPGO TEMPLATE
CREATING AN INPUT EDITOR
Creating a resource editor
Name
Description
History
Activated
'Dimension' filter
Editable data
Creating an event editor
Name
Description
History
Activated
Events filter
Editable data
Using VPGO
Downloading the VPGO app
Adding a planner to VPGO
Adding a planner manually
VP Server URL
Planner context
Adding a planner by Flash code
Choosing the language
Connecting to the schedule
Attachments
Fingerprint
Storage
Choosing a template
Using VPGO templates
Diary template
Viewing a template
Today's date
Date
Events filters
Resources filters
Events and resources filters
Searching
Editing an event
Date
Changing the date
Changing the time
Dimension
Creating an event
Events list template
Viewing a template
Events filters
Resources filter
Events and resources filters
Searching
Editing an event
Date
Changing the date
Changing the time
Dimension
Creating an event
Resources list template
Viewing a template
Searching
Searching
Editing a resource
Creating a resource
Special cases
Geolocation heading
Attachment heading
Display = File list
Display = Image album
Use in offline mode
Creating and editing an event
Creating an event
Editing an event
Creating and editing a resource
Creating a resource
Editing a resource
VPDESK
DESCRIPTION
INSTALLATION
ADDING NEW SCHEDULES
USE
Execute Admin Center
Execute a schedule
Execute by right-clicking on the server name
Execute by right-clicking on the schedule name
By double-clicking on the schedule name
Create a short-cut on the desktop
By right-clicking on the server name
By right-clicking on the schedule name
Delete from the list
Set background image
UPDATE
UNINSTALLING
Administration
Admin Center
ACCESS
Starting the Admin Center application
General Settings
Home page
Title
Icon
Application name
Description
Show 'Visual Planning' icon
Show 'Admin Center' icon
Client
Refresh time limit
Desktop Shortcuts
Clients verbose log
Locking time limit
Application
Server Language
Deny access to logs
Deny access to activation
Verbose log
Log deletion time limit
VPPortal
Title
Force the planner
Description
Skin
Password Configuration
SAML2
Enable for Visual Planning
Enable for VPPortal
SP
Sender URL
ACS URL
IdP
Sender URL
SSO URL
X509 Certificate
LDAP
Configuration
Protocol
Host
Root DN
Password
Base DN
Validate
Import users
External access configuration
Database Request
File storage and document browser
Show server statistics
Show server logs
Add
Export
Import
License management
License types
Named licenses
Floating licenses
License characteristics
Creating a license
Changing a license
Adding a description to a license
Assigning users to a license
Updating a license
Deleting a license
Services management
DEFINITION
CHARACTERISTICS OF SERVICES
Viewing of services
Starting the service
Stopping the service
E-MAIL SENDING SERVICE
Name
Description
Automatic start
IMPORT/EXPORT SERVICE
Name
Description
Automatic start
AUTOMATIC BACKUP SERVICE
Name
Description
Automatic start
Backup directory
Start time
Number of days archived
Sending mail
Sender
Recipients
Module Management
DEFINITION
ADMINISTRATION
Viewing the modules
Installing a module
Defining a module's administrators
User Management
DEFINITION
ADMINISTRATION
Viewing of users
Creating a user
Username
Enabled
Profile Photo
LDAP
New Password
Information about the password
Information about typing in a new password
Resetting the password
Full name
E-mail address
Mobile phone
Office Phone
Groups
Licenses
History
Modifying a user
Deleting a user
Send e-mail
Import users
Prerequisites
Launching importing
Group management
Group management actors
Group characteristics
Creating a group
Name
Description
Assignment
Changing a group
Deleting a group
Send e-mail
Planner management
DEFINITION
Management of VP ONE planners
DEFINITION
ADMINISTRATION
Viewing planners
Creating a planner
Importing a planner
Planner Export
Export in a file
Export as a template
Deleting a planner
Management of VP ENTERPRISE planners
DEFINITION
ADMINISTRATION
Viewing planners
Creating a planner
Modifying a planner
Name
Description
Planner logo
Publish access with Visual Planning
Publish access with VPPortal
Enable the SmartToolbar
Enable deletion of history
Restore date
Access to private data
Configuration dimensions
Enable Undo
Version
Admin Users
Block access
Protection enabled
Enable 'Import/export'
Enable 'Send e-mail'
Enable automatic backup
Enable export URL
Authorized Users/Groups
Deleting a planner
Restore a planner
Restore from a file
Restore from a backup
Planner Export
Export in a file
Export as a template
Display export URL
Configuration
Export the configuration
Import the configuration
Log out users
Logged in users
Login history
Fixed Date
Relative Value
Send e-mail
Permission management
DEFINITION
ADMINISTRATION
Viewing planner permissions
Assigning a user group to a planner
Creating a permission
Changing a permission
Duplicating a permission
Deleting a permission
Enabling permissions
TYPES OF PERMISSIONS
Read-only Permissions
Administration Permissions
Permissions on dimensions
Creating dimensions
Name
Description
History
Deletion
Modification
Forbid
Groups
Modification of the dimensions
Name
Description
History
Selection
Groups
Deletion of dimensions
Name
Description
History
Selection
Groups
Permissions on the valuation items
Visibility of valuation items
Name
Description
History
Selection
Groups
Creating valuation items
Name
Description
History
Deletion
Modification
Visibility
Forbid
Groups
Modification of valuation items
Name
Description
History
Selection
Groups
Deletion of valuation items
Name
Description
History
Selection
Groups
Permissions on the workflows
Visibility of the workflows
Name
Description
History
Selection
Groups
Creation of workflows
Name
Description
History
Deletion
Modification
Visibility
Forbid
Allow private only
Groups
Modification of workflows
Name
Description
History
Selection
Groups
Deletion of workflows
Name
Description
History
Selection
Groups
Permissions on event exports
Visibility of event exports
Name
Description
History
Apply to data
Selection
Value
Groups
Creation of event exports
Name
Description
History
Deletion
Modification
Visibility
Forbid
Groups
Modification of event exports
Name
Description
History
Apply to data
Selection
Value
Groups
Deletion of event exports
Name
Description
History
Selection
Groups
Permissions on the predefined views
Visibility of the predefined views
Name
Description
History
Selection
Groups
Creating predefined views
Name
Description
History
Deletion
Modification
Forbid
Groups
Modifying predefined views
Name
Description
History
Selection
Groups
Deleting predefined views
Name
Description
History
Selection
Permissions on event editors
Name
Description
History
Selection
Groups
Permissions on workloads
Visibility of workloads
Name
Description
History
Apply to data
Selection
Value
Groups
Creating workloads
Name
Description
History
Deletion
Modification
Forbid
Groups
Modifying workloads
Name
Description
History
Apply to data
Selection
Value
Groups
Deleting workloads
Name
Description
History
Selection
Groups
Permissions on resource filters
Visibility of resources filters
Name
Description
History
Apply to data
Selection
Value
Groups
Creating resource filters
Name
Description
History
Deletion
Modification
Visibility
Forbid
Allow private only
Groups
Modifying resource filters
Name
Description
History
Apply to data
Selection
Value
Groups
Deleting resource filters
Name
Description
History
Selection
Groups
Permissions on the dimensions' resources
Visibility of resources
Name
Description
History
All headings
Apply to headings
History
Input conditions
Groups
Creating resources
Name
Description
History
All headings
Apply to headings
Mandatory headings
All settings
Apply to settings
Forbid for all
Output condition
Groups
Modifying resources
Name
Description
History
All headings
Apply to headings
Mandatory headings
All settings
Apply to settings
Forbid for all
Input conditions
Output condition
Groups
Deleting resources
Name
Description
History
Forbid for all
Input condition
Groups
Permissions on events
Visibility of events
Name
Description
History
All headings
Apply to headings
All items
Apply to items
Input conditions
History
Groups
Creating events
Name
Description
History
All attributes
Apply to attributes
All headings
Allow change of form
Apply to headings
All dimensions
Apply to dimensions
All items
Allow change of item
Apply to items
Forbid for all
Output conditions
Groups
Modifying events
Name
Description
History
All attributes
Apply to attributes
All headings
Allow change of form
Apply to headings
All dimensions
Apply to dimensions
All items
Allow change of item
Apply to items
Forbid for all
Input conditions
Output conditions
Groups
Deleting events
Name
Description
History
Forbid for all
Input condition
Groups
Display of the log
DEFINITION
USE
Display of the Client Log
From the file manager
On Windows XP
On WINDOWS VISTA or later
From the VISUAL PLANNING client
Display of the Admin Center Client Log
Display of the Server Log
From the Admin Center
From a web browser
From the file manager
File storage
DEFINITION
CONFIGURATION
VISUAL PLANNING Server
DROPBOX
Registration
Downloading DropBox (optional step)
Creating an application
Generate the Access Token
Enable the storage space in VISUAL PLANNING
GOOGLE DRIVE
Logging into a Google account (GMAIL)
Creating an application
Creating a project and a key
Enable the API
Enable the storage space in VISUAL PLANNING
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