CONFIGURATION

Creating a dimension

In the General Settings pane, right-click on dimension > Create Dimension

The corresponding pane is enabled:

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

It will subsequently be necessary to define this dimension’s headings.

A dimension has the following characteristics:

Name

Give the dimension a name. This enables you to define the type of resources this dimension will contain.

Description

Give the dimension a description. The description is optional.

History

This indicates the creation date and time and the most recent change to the dimension or its headings, together with the login of the user who performed these actions.

This property is updated automatically.

Enable forum

Check this box to enable the forum functionality on all the dimension’s resources.

Quick Filter

Check this box to filter events according to a dimension filter in the Schedule, Diary views and the different Events views.

Load all resources

If you check this box all the dimension’s resources will be loaded in the memory when VISUAL PLANNING starts. Otherwise these resources are loaded according to the selected favorite display.

In this case, if there are less 1,000 resources they will be displayed in the form of a list when a resource is assigned to an event.

Automatic event creation

Check this box when adding a new resource to automatically create an event that by default will be placed at the current date.

Events hierarchy

When the “Automatic event creation” box is checked, this field enables you to choose the event hierarchy that will be used to create the event.

Enabled for events

Check this box to track all the actions performed on the events of this dimension’s resources.

Double-click on the event’s history zone to display the modification history.

Enabled

Check this box to track all the actions performed on this dimension’s resources.

Double-click on the resource’s history zone to display the modification history.

Color

Give a default color for all this dimension’s future resources.

This color can subsequently be modified for each resource.

Daily Calendar

Define a default daily calendar for all this dimension’s future resources.

This calendar can subsequently be modified for each resource.

Events creation rule

Define a default event creation rule for all this dimension’s future resources.

This rule can subsequently be modified for each resource.

You do not have to define a creation rule. In this case the resources will not enable you to create an event by dragging and dropping.

Hourly calendar

Define a default hourly calendar for all this dimension’s future resources. This calendar can subsequently be modified for each resource.

Icon

Define a default icon for all this dimension’s future resources.

There are three possible options:

  • None: the dimension’s resources will not show an icon,

  • Icon: the dimension’s resources will show an icon from the album. In this case you must choose the default icon for this dimension’s resources from the album. This icon can subsequently be modified for each resource.

  • Heading: the resources sill show an icon drawn automatically according to the dimension’s headings. A window then opens where you must specify:

    • The icon’s background color,

    • The color of the characters,

    • The heading,

    • The number of characters making it possible to generate the icon.

Unique headings

Select the headings that are used to define the uniqueness of this dimension’s resource.

Identification headings

Select the identification headings.

The identification headings are used for imports if the dimension is defined as a resource dependingon another dimension.

If there are several identification headings, the separator you use must be the separator defined in Separator.

Mandatory headings

Select the mandatory headings for this dimension.

Display headings

Select the headings representing each resource of the dimension in the form of a label in the different VISUAL PLANNING windows.

In particular they are displayed in the event editors and the assignment windows.

Separator

Define the character that will separate the identification and display headings in the representation of the dimension’s resources in the form of a label.

Creating the dimension’s headings

These are the headings that constitute the dimension and its resources.

A dimension can have the following types of headings:

Modifying a dimension

To modify a dimension 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 dimension, click on it in the General Settings pane.

To modify a heading in this dimension, click on it in the General Settings pane.

In both cases, the bottom pane is then enabled. You should now modify the chosen characteristics (see Creating a dimension).

Deleting a dimension

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

Warning

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

Warning: deletion of a dimension is definitive and deletes all this dimension’s resources and these resources’ events.

To delete a dimension, go to the General Settings pane > Right-click > Delete.

The following message appears:

Click:

  • Yes to confirm the deletion,

  • or No to cancel.

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