Pop-up menu for the header of the view

This menu can be found by right-clicking on the header of the heading or dimension.

  • Add: Add a new resource,

  • Search: Search for a resource using the value of one of its headings,

  • Go to: Position the line over a given resource (See Go to),

  • Adjust width: Change the width of the heading or all headings,

  • Sort: Sort headings using a specific heading. This option is only available in Table mode,

  • Header height: used to increase header heights by multiplying them by 2, 3 or 4,

  • Mode: used to change the display mode (tree or list),

  • Existing resource filters for the corresponding dimension: See Resource filter,

  • Automatic filters: See Automatic filter,

  • View all: Used to display all resources,

  • Search free periods: See Free Period,

  • Print: See Print,

  • Display settings: modify the display settings for the view.

Pop-up menu for resources

This menu can be seen by right-clicking on a resource.

  • Modify: The modification may be made using the editor (default) or a pre-configured and selected resource editor,

  • Modify the value: in a tabular resource view, used to modify the value of the heading of any selected resources,

  • Forum: gives access to the resource forum,

  • Assign a calendar: used to display an hourly or daily calendar,

  • Complete free periods: for a given free period, it is possible to fill any free periods not containing events. To do this, the following screen is displayed:

Then, simply select:

  1. The time period into which the events are to be fitted,

  2. The events filters to be applied,

  3. The hierarchy to be used in the creation of the events,

  4. If the insertion of events is to be completed using Per free period or per unit in free period.

  • Print: See Print,

  • Add: Add a new resource,

  • Duplicate: Duplicate a resource,

  • Deletion: Delete the selected resource(s),

  • Filter the selection: Used to filter the view of the selected resources,

  • Filter events: Used to filter the events for the selected resources,

  • Resources export: Use to trigger a resource export context,

  • Import resources: Used to trigger a resource import context,

  • Send mail: Used to send an e-mail or PDF planning for a resource,

  • Geolocation: See the GPS position, the track between one GPS position to another, calculate the localization of a resource: See Geolocalization.

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