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 three tabs:

Events List tab

Period

You can display events over a period:

  • Continuous,

  • Day,

  • Week,

  • Month,

  • Year.

Events will then appear according to the chosen period.

Dispatch according to

It is possible to break down the columns according to a dimension to have a representation corresponding to the Kanban method.

Dispatch according to the same dimension as the events view dimension

If the columns are broken down according to the same dimension, dragging-dropping an event from one column to another will modify the event’s resource.

Example: If the breakdown dimension concerns event statuses, an event’s status will change to validated by dragging-dropping the event from the “Requested” column to “Validated”.

Dispatch according to a different dimension from the events view dimension

If the breakdown uses a different dimension from the one used to create the events view, dragging-dropping an event from one column to another will create a new event with the resource from the breakdown dimension.

Example: If the breakdown dimension concerns event statuses, an event with “Validated” status will be created just by dragging-dropping the event from the “Requested” column to “Validated”. The event that had “Requested” status will disappear from the events view but will still exist.

Resource in column

Here you choose the resources that will be distributed to the column.

Number of rows

Choose the number of rows to use to distribute the resources chosen above.

Auto Format text

Check this box to display the names of VISUAL PLANNING attributes and entities in the view.

Display headers

Check this box to display the names of VISUAL PLANNING entities and attributes.

Example: Event-Start day: 24/11/2015 or Start day: 24/11/2015

Display short names

Check this box to display the names of dimensions to which the headings to display belong, or the names of the VISUAL PLANNING entities.

Example: Start Day: 24/11/2015 or Name: MARTIN

Unrestricted HTML text

Warning

This option is only available if the Auto Format Text box is not checked.

Right-clicking brings up an HTML editor.

This makes it possible to create your own visuals for events in the view:

  • By entering formatted or unformatted text,

  • By inserting images, tables and event attributes.

Icon size

Choose the size of icons. from 16 to 64 pixels.

Labels

You can choose one or more headings to view for events or event attributes.

Use this button to open the following window:

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.

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.

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:

Color Dimensions

Each event’s 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.

Warning

If several dimensions are chosen, the colors will only be visible in Details mode.

In Table mode, only the color of the first dimension appears.

Use this button to open the following window:

Allowed Event filters

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

Filter of authorized ‘Dimensions’

Select the dimension filters that will be available for use in this view.

Printing tab

Note

Printing of an event view functions in a similar way to the WYSIWYG concept.

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

Adjustment

To adjust printing to the page size.

The possible adjustments are:

  • None,

  • To the page,

  • To the width,

  • To the height.

The row height when printing on several pages is adjusted to the maximum height encountered during the entire printed period.

Footer

To define the printing footer:

The following buttons enable you to define automatic information:

  • : Page number,

  • : Number of pages,

  • : Print date,

  • : Print time,

  • : Planner 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,

  • : Planner 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:

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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