USE

Creating an event

CREATION METHODS

There are several methods for creating an event in VISUAL PLANNING:

  • Drag and Drop,

  • Double click on the schedule,

  • Copy and Paste an existing event,

  • Copy and Paste one resource onto another,

  • Vertical repeat,

  • Horizontal repeat,

  • Automatically, on creation of a resource.

Drag and Drop
Resource onto schedule or agenda

The drag and drop is used to create an event by sliding one resource on the schedule or agenda onto another resource.

Resource to resource

It is possible to copy and paste events from one resource to another, using the drag and drop method. This functionality allows all events from a Resource 1 to be copied and pasted to a Resource 2.

To do this, drag Resource 1 onto the line of Resource 2, which must have the same dimension and a given scheduling date.

The following window opens:

Three possible options:

  • Yes, from first: All events from Resource 1 will be pasted into the schedule for Resource 2, the first event will start at the date chosen during the drag and drop.

  • Yes, from last: All events from Resource 1 will be pasted into the schedule for Resource 2, the last event will end at the date chosen during the drag and drop.

  • No: No event will be copied.

Double click on the schedule

Double click on the schedule for the chosen resource. The event edit window will open, allowing a new event to be created.

Add a new event

Right click on the schedule for the chosen resource > a context-sensitive menu will be shown > select “Add a new event”.

There are two possibilities:

  • The resource is associated with a single hierarchy,

  • The resource is associated with multiple hierarchies. You must select a hierarchy.

Duplicate an event
Copy and Paste a selection of events

After having made a selection of one or more events, it is possible to duplicate them.

This duplication may be carried out on other resources, at other dates, within the same view or into a different view.

To do this:

  1. Right click on the selected events > Copy,

  2. Then click at the point desired > Paste.

It is also possible to use keyboard shortcuts:

  1. After selecting one or more events: Ctrl + C,

  2. Click at the point desired > Ctrl + V.

Duplicate a selection of events

After having made a selection of one or more events, it is possible to duplicate them.

To do this:

  1. Right click on the selected events > Duplicate,

  2. This will open an events editing window. Click on Validate.

Duplicate using drag and drop

It is possible to duplicate an event easily by holding down the SHIFT key then dragging and dropping the event onto another date or resource.

This functionality only exists in the planning view.

Repeat an event

There are three types of repetition within VISUAL PLANNING:

  • Horizontal repeat,
  • Vertical repeat,
  • Repeat on selection.
Horizontal repeating of events

It is possible to repeat, over time, the selection of one or more events.

It is also possible to repeat child events.

To do this, right click on a selection of events > Repeat > Horizontally.

The following window opens:

Every

Select the repetition period. This period may be in numerical quantities for:

  • Year,

  • Semester,

  • Quarter,

  • Month,

  • Week,

  • Day,

  • 1/2 Day,

  • 1/3 Day,

  • 1/4 Day,

  • Hour,

  • 1/2 hour,

  • 1/4 hour,

  • 10 minutes,

  • 5 minutes.

Worked

If checked the Worked box allows the period, defined above, to apply to working days only.

Same day

If checked, the Same Day box applies repetitions every month on the same day of the month.

Example: Each first Monday of the month

Repeat until

Define the end date for the repetition. In this case there is no need to detail the number of repetitions.

Number of repetitions

Define the number of repetitions. In this case there is no need to detail the end date for repetitions.

Parameters
Repeating group

It is possible to create a repeating group for newly created events.

This functionality allows the user to assign a “grouped” attribute to all events created within this repetition.

From this moment onwards, when editing an event belonging to such a group, a dialogue box asks the logged on user whether the edit should be applied to the selected event only or to all events in the group.

In the case that all events are to be edited, the edit fields for the dates and durations are deleted from the dialogue box. During validation, all modifications are then propagated to all events within the group.

Important

A modification to the duration of an event, by drag and drop methods, only modifies the selected event, even if it is part of a repeating group.

Warning

An event belonging to a repeating group cannot be cut, compressed, divided nor repeated.

Repeating a note, a formula, valuation items

It is also possible to choose several characteristics which cannot be repeated in newly created events.

These characteristics are:

  • The note,

  • the formula,

  • the valuation items.

Worked events

For the repetitions of at least one repeating event, you must define the behavior to be accepted by the horizontal repetition.

There are three possible cases when a worked event must be created during an unworked period:

  • Non-creation of a repeat event,

  • Creation of a repeat event during the closest possible future worked period,

  • Creation of a repeat event during the closest possible past worked period.

Vertical repeating of events

In a planning view it is possible to repeat, to other visible resources, a selection of one or more events.

To do this, right click on a selection of events > Repeat > Vertically.

The following window opens:

Repeating group

It is possible to create a repeating group for newly created events.

This functionality allows the user to assign a “grouped” attribute to all events created within this repetition.

From this moment onwards, when editing an event belonging to such a group, a dialogue box asks the logged on user whether the edit should be applied to the selected event only or to all events in the group.

In any case where all events are modified, the edit field for the resource and principal dimension is deleted from the dialogue box. During validation, all modifications are then propagated to all events within the group.

Important

Modifications to the duration of an event, using the drag and drop method, then modifies all events in the repeating group.

Warning

An event belonging to a repeating group cannot be cut, compressed, divided nor repeated.

Repeating a note, a formula, valuation items

It is also possible to choose several characteristics which cannot be repeated in newly created events.

These characteristics are:

  • The note,

  • the formula,

  • the valuation items.

Repeating events from a selection

In a planning view, it is possible to repeat, vertically, one or more events, to a selection of resources.

To do this, right click on a selection of events > Repeat > To selection.

The following window opens:

Parameters
Repeating group

It is possible to create a repeating group for newly created events.

This functionality allows the user to assign a “grouped” attribute to all events created within this repetition.

From this moment onwards, when editing an event belonging to such a group, a dialogue box asks the logged on user whether the edit should be applied to the selected event only or to all events in the group.

In any case where all events are modified, the edit field for the resource and principal dimension is deleted from the dialogue box. During validation, all modifications are then propagated to all events within the group.

Important

Modifications to the duration of an event, using the drag and drop method, then modifies all events in the repeating group.

Warning

An event belonging to a repeating group cannot be cut, compressed, divided nor repeated.

Repeating a note, a formula, valuation items

It is also possible to choose several characteristics which cannot be repeated in newly created events.

These characteristics are:

  • The note

  • the formula,

  • the valuation items.

Selecting resources

The resource selection window then opens. Select the resources to which the repetition is to be applied and click on OK to start the repetition.

Automatically, on creation of a resource

When the automatically create an event box is checked, when addition a new resource an even will automatically be placed, by default, at today’s date.

CREATION PROCESS

Before authorizing the creation of an event, VISUAL PLANNING carries out a number of checks.

It checks:

  • The resources associated with the event,

  • The creation rules,

  • The events hierarchies,

  • The permissions,

  • The constraints.

  • Inclusion of event resources. VISUAL PLANNING checks the resources associated with the event:

Creation rules

Then, the creation rules apply as a function of all resources associated.

These creation rules are in addition to, or potentially replace the resources, an give the event different characteristics.

If there is no creation rule of a resource, it is impossible to create an event from this resource by the drag and drop method.

Event hierarchy

VISUAL PLANNING checks that there is at least one event hierarchy authorizing the creation of an even from the resources selected. VISUAL PLANNING check not only the resources used for the drag and drop, but also any related resources, linked by Resource-type headings.

There are three possible options:

  • No hierarchy authorizes this association of resources: no event is created,

  • One hierarchy authorizes this association of resources: the event is created,

  • One hierarchy authorizes the creation of the event using the resources selected but also requires the addition of one or more additional resources: VISUAL PLANNING then requests that you select any additional resources to be added. Once the necessary resources have been assigned to the event, the event is created. The obligatory order of appearance of the dimensions corresponds to the order of the dimensions selected in the hierarchy window.

Permissions

VISUAL PLANNING checks, from the Permissions, that the user is authorized to create this type of event.

There are two possibilities:

  • The user is authorized to create the event: an event is created;

  • The user is not authorized to create the event: a message is displayed and the event is not created.

Constraints

Finally, VISUAL PLANNING checks whether a constraint must be respected for the event to be created.

There are 4 types of constraint:

  • coherence-related constraints,

  • objective-related constraints,

  • time differential-related constraints,

  • threshold-related constraints linked to control total or operational type headings.

There are three possible scenarios:

  • There are no constraints applicable to the event: the event is created.

  • The event contradicts a constraint and VISUAL PLANNING indicates this information to the user, the following message appears automatically:

A constraint of this type is known as a “warning constraint” and leaves the choice to the user of whether or not to create an event, despite the constraint not being respected.

  • The event contradicts a constraint and VISUAL PLANNING prevents the creation of an event: no event is created.

The following window automatically opens:

A constraint of this type is known as a “blocking constraint”, there is no way for a user to create such an event, despite the prevention of the constraint.

Manipulating an event

Events display

Events can be displayed in a Planning View, an Agenda View, a Gantt Event View, a Kanban Event View or an Events View.

Example:

Displaying an event on a Planning View.

One can also see certain characteristics via the duration bars, notably their duration bars, notably the tooltips, in a planning or agenda view.

It is also possible to see the same events in different views simultaneously.

To facilitate the multi-view display, it is possible to synchronize the characteristics of several views.

Assignment of resources

The modification of the resources for an event triggers the application of the creation rules, as well as the verification that the events hierarchy has been confirmed.

To assign additional resources to an event, either:

  • Double-click on the event > Select the resource

  • Right click on the event > Modify

  • Right click on the event > Assign

  • Ctrl + Drag and Drop a resource onto an event

Depending on existing hierarchies, the assignment of a resource to an event may lead to:

  • adding/modifying the resource on the list of resources already assigned to the event. (one resource max. per dimension)

  • or, create a sub-event which possesses all of the resources of its parent as well as this additional resource.

Modification of the properties of an event

The modification of the resources for an event triggers the application of the creation rules, as well as the verification that the events hierarchy has been confirmed.

To modify the properties of an event, right click on an event > Modify.

Deleting an event

To delete an event, either:

  • Right click on the event > Delete

  • Select the event + press the DEL button on the keyboard

The following message appears:

You can then click on:

  • Yes, to confirm the deletion of the event,

  • No, to not delete the event.

To delete a selection of events, either:

  • Right click on the selected events > Delete

  • Select the events + press the DEL button on the keyboard

The following message appears:

You can then click on:

  • Yes, to confirm the deletion of the event,

  • Yes to all, to confirm the deletion of the whole selection,

  • No, to not delete the event,

  • Cancel, to cancel the deletion of the whole selection.

Through the action of deletion, the event or selection no longer exists anywhere in the schedule.

This deletion operation can be cancelled by the Cancel button or the keyboard shortcut Ctrl + Z.

Deletion of events along a single dimension

It is possible to delete a number of events, along a given dimension, up until a given date.

See Dimension

Selection of events

Selecting an event

The selection of an event involves simply clicking on it.

Selecting multiple events

It may be useful to be able to select multiple events, in order to be able to then apply a common processing: move them, delete them, modify their properties, etc.

There are various methods available to select multiple resources. They can be combined together.

CTRL + left click

The simplest method is to left click in order to select the first event, then clicking on the following events whilst holding the CTRL button on the keyboard down.

Selecting by rectangle

To do this, left click to select the event in the top left of the rectangle to be selected, then click on the event in the bottom right whilst holding down the shift key.

This selection is restricted to the events rendered visible by any active filters.

Extending a selection

Right click on one of the selected events.

The context-sensitive menu proposes:

  • Horizontally (to the right, to the left, in both directions),

  • Vertically

These extensions to the selection are restricted to the events rendered visible by any active filters.

Ctrl + A

It is possible to select all the events visible on a display.

This view may be:

  • a Planning View,

  • a Diary View,

  • a Gantt Events View,

  • or, an Events View.

To do this, simply select, within this view, the section that contains the events and press Ctrl + A.

Caution

For Planning Views and Events Views, this selection takes into account all events that respect the filters used by the View and included within the time period defined by the view.

Using filters to make a selection

To modify or delete all events with a certain characteristic, simply apply a filter displaying only these events before selecting them all and applying the modification.

Any events excluded by this filter are saved.

Selecting related events

When using links, it is possible to apply a selection to all events connected by links.

To do this, right-click on an event > Select linked events

Compressing events

DEFINITION

Compression allows the user to position a selection of events one behind another, without a free space between them, or with a fixed time between events.

The pivot event is that on which the right click is applied.

The compression order is based upon the start date, then if this is equal, the creation date.

USE

Select events to be compressed.

Then, right-click on the events > Compress, taking time to select the pivot event (right-click on it).

The following screen appears:

Select the time interval to be inserted between each event and click on Validate.

The events are compressed in this order, by start date then, if equal, by creation date.

During multiple uses of the functionality, the last parameters chosen are preserved by default.

Moving an event

DEFINITION

The shifting of events is used to modify the start date for a selection of events.

This functionality is particularly useful for a shift over a large time scale.

USE

After having made a selection of one or more events, it is possible to shift them. There are several methods available to carry out this action.

Drag and Drop

It is possible to achieve this shift using a drop and drag within a planning view.

This type of modification is above all suitable for changes over a short period.

If the event’s resources change during this drag and drop operation, then the creation rules are re-applied.

The movement may not be possible, depending on:

  • hierarchies,

  • constraints,

  • user rights.

Properties of the event

By right-clicking on the event > Properties or even by double-clicking on the event it is possible to modify the start date, which causes the movement of the validation.

For a multiple selection, all the events are positioned at the same start date.

The resource are not modified, and thus the creation rules are not recalculated.

The movement may not be possible, depending on:

  • hierarchies,

  • constraints,

  • user rights.

Shift

Finally, it is possible to carry out this movement operation using a dedicated functionality.

This functionality does not modify the resources, and thus the creation rules are not recalculated.

The movement may not be possible, depending on:

  • hierarchies,

  • constraints,

  • user rights.

To use this functionality, right-click on a selection of events > Shift

The following window opens:

The shift dropdown list provides two values, allowing two different behaviors:

  • To a date,

  • On an interval.

Shift to a date

Used to move all selected events.

In this case, you must give:

  • The start day

  • The start time (for hourly events only).

The specified date is the start date for the event, selected by a right click.

Shift on an interval

This is used to move all selected events to an identical time interval.

The time gap between events is preserved, unless the calendars need them to be modified.

In this case, you must give:

  • The direction of the movement:

    • forwards,

    • backwards.

  • Number of days,

  • Number of hours (for hourly events only),

  • Number of minutes (for hourly events only),

  • Worked or not.

Sub-dividing an event

It is possible to sub-divide an event into two separate events, with the same properties

This operation can also be carried out on a selection of events.

Simply right click on the event selection > Sub-divide

The sub-division takes place from the left of the cursor’s position.

If the event to be sub-divided has a valuation item with a fixed value, the following window will appear:

Click:

  • Yes, or Yes to all (if multiple events have been selected simultaneously) to spread the value of the valuation item, in line with the durations of the resulting sub-divisions;

  • No, or No to all (if multiple events have been selected simultaneously) to keep the initial value for each of the durations of the resulting sub-divisions.

Searching for events

All users of VISUAL PLANNING may, in addition, carry out searches for one or more events in the planning view and resources view.

“Search” function

The search for resources or events can be accessed by:

  • a simple right click on a heading or attribute > Search,

  • a right click on the header of the view > Search,

  • or, directly using the Search button in the resource selection window.

The following window appears:

Then choose the different request characteristics, then click on the button:

  • Press Apply to start the search, then repeat the search again straight afterwards,

  • Validate to start the research but close the window.

Heading

This list shows all the headings for the dimension the search can be carried out using.

Condition

Select a condition from the list of possibilities, depending on the type of heading:

  • equal to,

  • not equal to,

  • contains,

  • doesn't contain,

  • starts with,

  • doesn't start with,

  • ends with,

  • doesn't end with,

  • greater than,

  • less than,

  • greater than or equal to,

  • less than or equal to,

  • is included in,

  • is not included in.

Value

Enter the value for the search from the same type of heading.

In addition, there are two options:

Add to visible results

If this box is checked, the resources found are added to the list of already displayed resources.

Search visible results only

If this box is checked, the resources found are chosen from the previously displayed resources. Those not already displayed remain excluded.

Quick, “full text” search

It is possible to carry out searches directly on all displayed elements in a tabular view (resource or events views).

To do so:

  • either click on the magnifying glass at the top of the view, and enter the characters you wish to search for in the window that appears,
  • or, use the keyboard shortcut CTRL+F to show the search window in the top right of the screen.

The search takes into account the elements contained within the view.

Caution

The “full text” search function cannot be used on a Planning View.

Events filter

It is possible to create filters for named events or to apply selection filters.

See Events filter and Selection filter

Sorting events

It is possible to sort events within the events view.

Overlap of events

Two events may be super-positioned over the same resource on the same date. This super-positioning is known as Doubling up.

Opening/closing an overlap

The existence of an overlap of resources is highlighted by the appearance of a small arrow, to the left of the resource.

By clicking on this arrow the overlap is:

  • either closed: the events are superimposed,

  • or opened: the resource is expanded as far as necessary so that all overlapping events are visible.

Opening/closing all overlaps

The “master” arrow to the top left of the lines allows the user to open or close all overlaps in a single operation.

NB: The position of this “master” arrow is logged in the Favorites display.

Prevention of overlaps

Finally, it is possible to prevent or restrict overlaps, creating Constraints for this purpose.

Links between events

It is possible to create links between events.

Importing events

It is possible to import one or more events.

See Importing events.

Exporting events

It is possible to export one or more events.

See Exporting events

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