DISPLAY SETTINGS

Access

Important

The display settings are displayed automatically when a view is created.

There are several ways to access a view’s Display Settings:

  • Go to General settings > Click on Predefined views > Choose the view > Display settings, or;

  • Go to Display > Click on Display Settings, or;

  • Click on the button in the view header.

In all cases, a window appears.

Now modify the settings and click on the Validate button.

The window has four tabs:

Diary tab

This tab is for configuration of the diary grid.

Daily calendar

Choose one of the daily calendars to be seen as the background color for the diary grid.

This calendar is not necessarily from the view’s resources.

Hourly calendar

Choose one of the hourly calendars to be seen as the background color for the diary grid.

This calendar is not necessarily from the view’s resources.

Font

Choose the font for the view header elements.

Click on the [...] button to open the font definition window:

You can choose:

  • a font,

  • a style (bold, italics, etc.),

  • a character size.

Display mode

In a Diary View, days are presented horizontally and hours vertically.

There are four display modes for the Diary View:

  • Day: a column representing a day, with hours along the vertical axis;

  • Working week: five columns for the working days from Monday to Friday, with hours along the vertical axis;

  • Week: seven columns for the days from Monday to Sunday, with hours along the vertical axis;

  • Month: for days from Monday to Sunday, with weeks along the vertical axis.

Warning

In a Diary View in Month mode, a maximum of three event bars can be displayed. This is an event overlap.

Set to the current date

Check this box to set the view to the current date, each time the favorite display using this view is started.

Display hourly calendars

Check this box to display the hourly calendars.

Non working hours

Check this box to display hours whose period type is non working.

Start time

Define the start time when displaying a day.

This start time is necessary when the Non working hours option is disabled.

This start time is not linked to the hourly calendars.

End time

Define the end time when displaying a day.

This end time is necessary when the Non working hours option is disabled.

This end time is not linked to the hourly calendars.

Period

Define the display delimiters for the Diary View.

Filter of authorized ‘Dimensions’

Choose the ‘Dimension’ filters that will be available and visible in the Diary View.

Background color

Choose the view’s background color.

This color is for days and times where the type of period does not have a color.

Load all rows

Check this box to load all the events.

Only rows with events

Check this box to only display rows that have events.

Events tab

This tab is for configuration of the time bars.

The following settings are taken into account for display of the time bars:

Font

Right-click on the right-hand button to open the font definition window:

You can choose:

  • a font,

  • a style (bold, italics, etc.),

  • a character size.

Time bars label

To access the choice of data to display, Click on this button in the Time bars label field.

All the VISUAL PLANNING data is present in the window that appears.

Use the pull-down list to filter the type of available entities.

To add a label, select the label in the left-hand part, then drag it to the right-hand part using the arrows.

You can also sort appearance of data in the time bar using the sorting arrows.

In general, if several properties are selected in the display settings, only one label will be displayed.

Alignment

You can choose the position of the labels in relation to the time bar.

The possible choices are as follows:

  • Left,

  • Right,

  • Center,

  • External.

External alignment is only necessary for daily events or in Month mode.

Border color dimension

This list enables you to choose the dimension whose resources color will be used as the time bar border color.

Use this button to edit the chosen dimension and modify its default color.

Border thickness

You can specify the thickness of this colored border by modifying the numerical value of this thickness.

Background color dimensions

The time bar background color can be:

  • one color if a single dimension is chosen to show the color,

  • multi-colored if several dimensions are chosen to show the color.

Use this button to open the following window:

Display the progress bar

Check this box to display the state of progress on the time bar.

Progress color

You can choose the progress bar color by clicking on this field.

The color map then opens.

Urgent color

The urgent color indicates the event’s status is urgent.

It is visible:

  • as the progress bar color,

  • or the border color.

This is only necessary if achievement is manual. In automatic achievement mode the event cannot be urgent.

You can choose the urgent color by clicking on this field.

The color map then opens.

Linked event filter

You can show the linked events of dependent dimensions.

Choose an event filter to select the events to show from the dimensions chosen on the resource headings from the Diary View’s dimension.

Display extra events

To show linked events, you must choose the resource headings, if any, that belong to the active Diary View.

Always visible

Check this box to make the icon always visible, even if the visible duration of the event is less than the icon height.

Aligning the icon

You can display one or more icons on the time bar.

These icons can be aligned:

  • to the left,

  • or the right of the time bar.

Icon Dimensions

You can choose one or more dimensions to show the event icons.

Use this button to open the following window:

Simply drag them from left to right using the arrows:

Tooltips like time bars

You can display different information in the time bars and the tooltips.

If you uncheck this box, the information displayed in the tooltip can be different from the information shown in the time bar.

Tooltip labels

If the previous box is not checked, you can therefore modify the tooltip labels.

Use this button to open the following window:

You must then choose in the left-hand window the labels to display in the tooltips by dragging from left to right using the arrows.

You can sort appearance of data in the time bar using the sorting arrows.

Sort in ascending order

Check this box to sort displayed events in ascending order.

Labels for sorting

You can sort displayed events in alphabetical order according to certain event data. To do so, click on this button .

The following window opens:

Allowed Event filters

The list of filters available in the Diary view can be shortened by choosing from the existing filters.

Printing tab

Use this tab to define the view printing settings. (See Printing a view)

Footer

To define the printing footer:

The following buttons enable you to define automatic information:

  • : Page number,

  • : Number of pages,

  • : Print date,

  • : Print time,

  • : Schedule name,

  • : View name,

  • : Name of user,

  • : Name of permission group.

You can also type in a specific text directly in the relevant zone.

Header

To define the printing header:

The following buttons enable you to define information automatically:

  • : Page number,

  • : Number of pages,

  • : Print date,

  • : Print time,

  • : Schedule name,

  • : View name,

  • : Name of user,

  • : Name of permission group.

You can also type in a specific text directly in the relevant zone.

Page layout

The following window appears, where you can define the default page layout settings for the selected view:

You must specify the page layout characteristics in this window.

You can save this page layout definition in a favorite display.

You must then click on OK to validate the page layout.

Show logo

Check this box to show the logo top left in the printing output.

Select logo

The logo is an image file that can be displayed in the printing output.

This image is unique for the entire planner.

Click on […] to display the following window:

You must then look through the directories to select an image file, and click on the Open button.

Synchronization tab

Synchronization of a view consists in defining the characteristics that will be dependent on the other views.

The possibilities are as follows:

Date

Check this box to synchronize the diary date with the date in the other views.

The diary date is the date in the view’s calendar.

Events filters

You can synchronize the view’s events filter with the events filters of the other views.

Resource filter

You can synchronize the view’s resources filter with the filters of the other views.

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