PRECAUTIONS

The operational facility of the VISUAL PLANNING software is immediately visible through the Scheduling Database (principally Events and Resources).

This data is defined in the configuration. This structures the architecture of VISUAL PLANNING, for example, as:

  • CRM management,
  • Worksite management,
  • Project management,
  • Management of interventions / Aftersales,
  • Fleet management,
  • Personnel management,
  • Production management,
  • etc.

During the initial setup of VISUAL PLANNING, the configuration stage is vital.

Entities relating to the configuration must be handled with care. Their importance must not be ignored.

Functions impacted by configuration modifications

All entities defining structural elements are impacted:

  • Dimensions,
  • Headings,
  • Forms,
  • Valuation items,
  • Event creation rules,
  • Event hierarchies,
  • Time periods,
  • Period types,
  • Daily calendars,
  • Hourly calendars,
  • Hourly templates,
  • Daily calendar models,
  • Workflows.

Functions non impacted by configuration modifications

The life of a schedule does not require regular modifications to the configuration.

All data that can be handled by the VISUAL PLANNING tool is not covered by this warning:

  • Events,
  • Resources,
  • Links.

These entities are maintained in a coherent state by the scheduler in the current cycle of the planning phase.

During the whole of the session a scheduler is connected it is always possible, via the cancel function, to take a step backwards. The stepping backwards only concerns the modification of data, and not the modifications to configurations.

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