CONFIGURATION

Creating a dimension heading

In the General Settings pane > Right-click on a dimension > Create Heading > Choice of type.

The corresponding part then opens:

Specify the characteristics of the heading, then confirm by clicking on the Validate button.

A Control column heading has the following characteristics:

Name

Give this heading a name.

Description

Give the heading a description. The description is optional.

Calculation type

The Type of calculation performed for each resource, on all the events corresponding to the filter for the defined period (see Period) is chosen from the following:

Number of events

The calculation will be performed counting the value 1 for each event.

Duration of events (h)

This is a conversion, in hours, of the durations of all events the calculation is based upon.

In this case, the user must define the type of period for the calculation.

You can also display the result as a Percentage of the period of the duration of this type of period.

Duration of events (d)

This is a conversion, in days, of the durations of all events the calculation is based upon.

In this case, the user must define the type of period for the calculation.

You can also display the result as a Percentage of the duration of this type of period.

Achieved duration (h)

In the case of partially unachieved events, this is the conversion into Hours of the duration effectively achieved of all events for which the calculation is performed, according to the rate of achievement .

You can also display the result as a Percentage of the period of the duration of the events in Hours.

Achieved duration (d)

In the case of partially unachieved events, this is the conversion into Days of the duration effectively achieved of all events for which the calculation is performed, according to the rate of achievement .

You can also display the result as a Percentage of the period of the duration of the events in Days.

Occupation duration (h)

This is the duration in Hours corresponding to all the events, even if they overlap. This duration is discontinuous.

It two events overlap entirely, their duration is only counted once.

The user must define the type of period for the calculation.

You can also display the result as a Percentage of the duration of this type of period.

Occupation duration (d)

This is the duration in Days corresponding to all the events, even if they overlap. This duration is discontinuous.

It two events overlap entirely, their duration is only counted once.

The user must define the type of period for the calculation.

You can also display the result as a Percentage of the duration of this type of period.

Free period duration (h)

A conversion, in Hours, of the duration of the free periods, on the period specified below.

The user must define the type of period for the calculation.

You can also display the result as a Percentage of the duration of this type of period.

Caution

If the type of period chosen has the value All, the calculation is only carried out using the periods actually worked.

Free period duration (d)

A conversion, in Hours, of the duration of the free periods, on the period specified below.

The user must define the type of period for the calculation.

You can also display the result as a Percentage of the duration of this type of period.

Caution

If the type of period chosen has the value All, the calculation is only carried out using the periods actually worked.

Load in hours

The total of the load in hours for events included in the resource. (See Load)

You must choose a calculation type for this load, from the following values:

  • Total,

  • Average per event,

  • Average per day,

  • Average per hour.

Load in days

The total of the load in days for events included in the resource.

You must choose a calculation type for this load, from the following values:

  • Total,

  • Average per event,

  • Average per day,

  • Average per hour.

Free load (h)

This calculates the calendar duration in hours minus the load of relevant events.

Free load (d)

This calculates the calendar duration in days minus the load of relevant events.

Valuations

The total of the valuation of all selected valuation items. By choosing this type of calculation, the following information must be defined:

  • the valuation items to be taken into account,

  • unit of calculation,

  • and the calculation type which can be:

    • Total,

    • Average per event,

    • Average per day,

    • Average per hour.

Form values

These are the totals of the values of the numerical headings of the selected forms.

To get these figures, select this button in Form headings .

A window opens for this type:

Now select the form headings to be totaled up by checking the appropriate boxes then click on validate.

Resources values

This is the total of the numerical values of certain headings of events resources. In this case you must also specify which numerical headings must be totaled up and whether duplicates should be calculated or not. (c.f. below No duplicate and Headings of resources)

Percentage of period

If the box is checked the percentage will be displayed.

  • If the chosen period type is “All”, the ratio is calculated only on the worked periods of the resource’s calendar.

  • For the other types of period, the ratio is calculated from the total of the period type chosen on the defined period of time.

Period type

Choose the period type.

  • All: calculates the events worked on the worked periods and also includes non worked events;

  • Worked: calculates events on the worked periods;

  • Not worked: calculates events on non worked periods;

  • Holidays: calculates events during holiday periods.

  • Other period type: if another period type has been defined in the planner, you can choose this period type.

Display format

  • Integers: Select the value 0

  • Decimals: Select the value 0.00

  • Integer percentage: Select the value 0%

  • Decimal percentage: Select the value 0.00%

  • Number of hours: Select the value hh:mm.

The thousand separator is set using a comma”,”:

Format

Example

0.000

12,000

Persistence

Check the Persistence box to define the control column as persistent.

No duplicate

When calculating resources’ values, this box makes it possible to process a situation where several events contain the same resource. If you check this box, the same heading will only be counted once.

Resources headings

When calculating resources’ values, choose the headings of the resources to be totaled up. Right-clicking brings up the following window:

Now select the headings required for the calculation.

Setting thresholds

The thresholds are colored indicators of whether or not objectives have been exceeded.

Display remainder

Check this box to display the result in the form of a remainder between the objective and the calculated value.

Display as percentage

Check this box to display the result in the form of a percentage of the calculated value relating to the objective.

Events filter

The events filter enables you to restrict the calculation performed on each resource to certain events in this resource.

It may be:

  • either a named filter,

  • or a customized filter that can only be used for this control column,

  • or a current display filter (only if the control column is not persistent).

Period

This is the period for which the control column is calculated. (See Time period)

If an event is not entirely comprised within the period, only the part of the event effectively comprised in the period is calculated.

Type of intersection

You must choose the type of intersection from the following values:

  • Intersects with period,

  • Covers the period,

  • Entirely within the period,

  • Starts within the period,

  • Ends within the period.

Clicking date

Check this box to choose the calculation period by clicking on the planner header.

Period according to the time scale

Check this box to use both the period defined above (only sliding) and the mouse click. This click represents the pivot date of the defined period.

Creating a form heading

In the case of the form, the calculation is performed on all the child events of a parent. The calculation result will then be visible in the parent event’s Control column heading.

In the General Settings pane > Right-click on a form > Create Heading > Choice of type.

The corresponding part is then enabled:

Specify the characteristics of the heading, then confirm by clicking on the Validate button.

A Control column heading has the following characteristics:

Name

Give this heading a name.

Description

Give the heading a description. The description is optional.

Type

The type is Control column.

calculation type

The Type of calculation performed for each resource, on all the events corresponding to the filter for the defined period (see Period) is chosen from the following:

Number of events

The calculation will be performed counting the value 1 for each event.

Duration of events (h)

This is a conversion, in hours, of the durations of all events the calculation is based upon.

In this case, the user must define the type of period for the calculation.

You can also display the result as a Percentage of the duration of this type of period.

Duration of events (d)

This is a conversion, in days, of the durations of all events the calculation is based upon.

In this case, the user must define the type of period for the calculation.

You can also display the result as a Percentage of the duration of this type of period.

Achieved duration (h)

In the case of partially unachieved events, this is the conversion into Hours of the duration effectively achieved of all events for which the calculation is performed, according to the rate of achievement.

You can also display the result as a Percentage of the duration of the events in Hours.

Achieved duration (d)

In the case of partially unachieved events, this is the conversion into Days of the duration effectively achieved of all events for which the calculation is performed, according to the rate of achievement.

You can also display the result as a Percentage of the duration of the events in Hours.

Occupation duration (h)

This is the duration in Hours corresponding to all the events, even if they overlap. This duration is discontinuous.

It two events overlap entirely, their duration is only counted once.

You must define the type of period for the calculation.

You can also display the result as a Percentage of the duration of this type of period.

Occupation duration (d)

This is the duration in Days corresponding to all the events, even if they overlap. This duration is discontinuous.

It two events overlap entirely, their duration is only counted once.

You must define the type of period for the calculation.

You can also display the result as a Percentage of the duration of this type of period.

Free period duration (h)

A conversion, in Hours, of the duration of the free periods, on the period specified below.

You must define the type of period for the calculation.

You can also display the result as a Percentage of the duration of this type of period.

If the type of period chosen has the value All, the calculation is only carried out using the periods actually worked.

Free period duration (d)

A conversion, in Hours, of the duration of the free periods, on the period specified below.

You must define the type of period for the calculation.

You can also display the result as a Percentage of the duration of this type of period.

If the type of period chosen has the value All, the calculation is only carried out using the periods actually worked.

Load in hours

The total of the load in hours for events included in the resource.

You must choose a calculation type for this load, from the following values:

  • Total,

  • Average per event,

  • Average per day,

  • Average per hour.

Load in days

The total of the load in days for events included in the resource.

You must choose a calculation type for this load, from the following values:

  • Total,

  • Average per event,

  • Average per day,

  • Average per hour.

Free load (h)

This calculates the calendar duration in hours minus the load of relevant events.

Free load (d)

This calculates the calendar duration in days minus the load of relevant events.

Valuations

The total of the valuation of all selected valuation items. By choosing this type of calculation, the following information must be defined:

  • the valuation items to be taken into account,

  • as well as the unit of calculation,

  • and the calculation type which can be:

    • Total,

    • Average per event,

    • Average per day,

    • Average per hour.

Form values

These are the totals of the values of the numerical headings of the selected forms.

To get these figures, select this button in Form headings .

A window opens for this type:

Now select the form headings to be totaled up by checking the appropriate boxes then click on validate.

Resources values

This is the total of the numerical values of certain headings of events resources. In this case you must also specify which numerical headings must be totaled up and whether duplicates should be calculated or not. (see above No duplicate and Headings of resources)

Display format

  • Integers: Select the value 0

  • Decimals: Select the value 0.00

  • Integer percentage: Select the value 0%

  • Decimal percentage: Select the value 0.00%

  • Number of hours: Select the value hh:mm.

Modifying a heading

To modify a heading you must change the planner’s architecture template.

Warning

This is an important configuration task and should not be performed without careful consideration.

To modify a heading, select the heading in the General Settings pane. The corresponding part of the window is then enabled.

Now modify the characteristics and click on the Validate button

If you do not want the modification to take effect, you must click on the Redo button.

Deleting a heading.

To delete a heading you must change the planner’s architecture template.

Warning

This is an important configuration task and should not be performed without careful consideration.

Deletion of a heading is definitive.

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