CONFIGURATION

Creating a daily template

In the General Settings pane > Calendars > Right-click on Daily templates > Create Daily Template.

The corresponding part is then enabled:

Then specify the following characteristics:

Name

Give the daily template a name.

Description

Give the daily template a description. The description is optional.

History

This represents the creation date and time and the most recent change to the daily template, together with the login of the user who made the change.

This property is updated automatically.

Specific

You must now define the types of period associated with each day of the week.

Modifying a daily template

To modify a daily template 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 daily template, select the template in the General Settings pane, then modify the settings in the bottom section of the window.

However you can cancel modification of a daily template if VISUAL PLANNING is still open. The events are then put back in their initial positions.

Deleting a daily template

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

Warning

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

You cannot delete the default daily template.

Deletion of a daily template is irreversible.

To delete a daily template, select the template in the General Settings pane, then by right-clicking on the selected daily template > Delete.

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