USE

A resource belongs to a single dimension.

Creating a resource

There are several methods of creating a resource:

  • Creating a new resource: Right-click on a resource > Add. In this case, certain parameters are pre-completed: those of the dimension associated with the new resource.

  • Duplicate a resource: Right-click on a resource > Duplicate. This second method provides the characteristics of the new resource, pre-completed using those of the resource duplicated.

  • Creating a new resource by assignment: See Assignment.

Heading tab

The first tab allows the user to enter the resource headings:

Parameters tab

The second tab is used to (re)define the other event parameters:

Amongst these characteristics (by default: those of the dimension) one can find:

Hourly calendar

Define the hourly calendar for the future resource.

Daily calendar

Define the daily calendar for the future resource.

Color

The color of the resource is used to identify the resource itself and/or its events, in the various display views.

Icon

The icon for this resource can also be seen in the various display views.

Creation rules

Define the Creation rules of future events for this resource.

It is possible to choose not to associate any creation rules with the resource.

In this case, the creation of events is not possible from this resource using the drag and drop method.

Complete modification of a resource

To modify a resource, right click on a resource > Modify or Click on a resource + Ctrl E.

The window showing the resource properties then opens:

Modify the characteristics, then click on the Validate button (See Creating a resource).

It is also possible to carry out a complete modification of multiple resources at the same time.

To achieve this, select several resources simultaneously: click on each resource to be selected whilst holding down the CTRL key.

Then right click on one of the resources selected > Modify.

The following window appears: with a header in brackets, giving the number of resources selected (in this example 3):

  • The greyed out headings are those with a different value, depending on the resource.

  • Those headings not greyed out are those with a common value for all resources in the selection.

It is possible to modify these two types of heading.

Caution

The modification of a heading will have an impact on the value of this heading within all other resources selected.

Modifying the value of a resource

To modify the value of a single heading of a resource, right click on the resource > Modify the value.

The resource editing window will then open.

Modify the characteristic then press Validate.

The modifications to a value in a heading of the resource are based upon the type of heading modified.

In the same manner as for the complete modification of a resource, it is possible to select multiple resources at the same time (CTRL + Left click) and modify the value of a single heading by clicking on the header of the heading > Enter a common value.

The number of resources selected will appear in brackets in the header of the popup.

Modifying the calendar for a resource

Using Drag and Drop

In the Schedule View it is possible to modify the calendar for a resource, by dragging and dropping a type of period onto the resource schedule.

To carry out this type of modification, you must have access to the Global Settings panel.

Via the resource properties window

To achieve this, simply right click on the resource > Modify > Settings Tab.

Then:

  • choose another category from the list,

  • or modify the associated calendar using the button:

Caution

This action will modify the calendar (and potentially the events) for all resources attached to this calendar.

  • or you can even create a customized calendar using the button: . This calendar is unique to the resource.

Using the context sensitive menu

Hourly calendar

Right click on the resource > Assign calendar > Hourly.

The following window opens:

It is then possible to select and apply an hourly calendar:

  • to the whole schedule, by ticking the box Replace the current calendar (equivalent action of the button above)

Caution

This action will modify the hourly calendar (and potentially the events) for all resources attached to this calendar.

  • Or, to a restricted period, by selecting the start and end of the period (equivalent action of the button above).

Daily calendar

Right click on the resource > Assign calendar > Daily.

The following window opens:

It is then possible to select and apply an daily calendar:

  • to the whole schedule, by ticking the box Replace the current calendar (equivalent action of the button above)

Caution

This action will modify the hourly calendar (and potentially the events) for all resources attached to this calendar.

  • Or, to a restricted period, by selecting the start and end of the period (equivalent action of the button above).

Duplication of resources

Duplicate using the menu

To do so, Right-click on the resource to duplicate > Duplicate.

The following message appears:

Define whether the events in the initial resource should be duplicated or not.

Depending on the response:

  • Yes: The resource is duplicated, with its events,

  • No: The resource is duplicated, without its events.

Duplicate using drag and drop

Do to this, drag and drop a resource onto another resource.

The following message appears:

Define whether the events in the initial resource should be duplicated or not.

Depending on the response:

  • Yes: The resource is duplicated, with its events,

  • No: The resource is duplicated, without its events.

Importing a resource

It is possible to import one or several resources.

See Importing a resource

Exporting a resource

It is possible to export one or several resources.

See Exporting a resource

Deletion of a resource

Caution

The deletion of a resource leads to the deletion of all events using this resource.

To delete a resource, either:

  • Right click on the resource > Delete,

  • Select the resource + press the DEL button on the keyboard.

The following message appears:

You can then click on:

  • Yes, to confirm the deletion of the resource,

  • No, to not delete the resource.

To delete a selection of resources, either:

  • Right click on the selected resources > Delete

  • Select the resources + press the DEL button on the keyboard.

You can then click on:

  • Yes, to confirm the deletion of the resource,

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

  • No, to not delete the resource,

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

Through the action of deletion, the single resource 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.

Displaying events relating to a resource

This operation is carried out by right clicking on a resource > modify

The window which opens contains an additional tab “Events” which shows the events linked to a resource, in the form of an Events View, which can be defined in accordance with:

It is therefore possible to interact with the events normally, via a right click. (See Pop-up menu)

The display settings for this tab can be accessed by the button and can be saved to a favorite display.

Assignment to another resource

It is possible to assign a resource from one dimension to another resource in another dimension.

This functionality is made possible by the Resource Type Headings.

This principle is used to link a “principal” resource to a “dependent” resource.

It opens up access to the multi-dimensional principles of VISUAL PLANNING.

In addition, during the creation of an event via the “principal” resource, the “dependent” resource can automatically be assigned to the event.

This is possible only if the box entitled “Associate with events” has been checked during the configuration phase, in the Resource Type Heading.

Sorting resources

It is possible to sort resources within the Planning and Resources Views.

Selecting resources

Selecting a resource

The selection of a resource involves simply clicking on it.

Selecting multiple resources

It may be useful to be able to select multiple resources, 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 resource, then clicking on the following resources whilst holding the CTRL button on the keyboard down.

Ctrl + A

It is possible to select all resources visible on a display.

This view may be:

  • a Planning View,

  • or, a Resources View.

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

Using filters to make a selection

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

Those resources not displayed using the filter are saved from the operation.

Searching for resources

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

See Search

Resource filter

It is possible to create named resource filters or to apply selection filters.

Resource forum

You can add a discussion forum to each resource for a dimension.

See Forum

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