CONFIGURATION

Only users identified as “administrators” have access to the configuration.

These administrators can be:

  • The general administrator,

  • possibly the planner's administrators.

Default Template

There is one default resources editor for each dimension.

This template is used:

  • if no other template exists,
  • or if none of the templates match the selected resource,
  • or if the resource can be edited with several templates.

To view this template, go to the pane for General settings > Settings > Input editors > Resources editors > ‘Dimension’ - (Default)

The corresponding pane is then displayed:

The only possible configuration for this template is the Always accessible checkbox. Uncheck this box to conceal the existence of this template whenever a template is compatible with resource selection.

Tip

It is recommended not to uncheck this box when testing the application.

Classifying headings in the default editor

There are two ways to classify headings in the default editor.

By the order of headings defined in the dimension
  • For a Resources view, go to the view’s Display Settings and uncheck the Sort the default editor checkbox,
  • For a Schedule view, go to the view’s Display Settings > select the Resource Rows tab and uncheck the Sort the default editor checkbox,
By the order of headings defined in the display settings
  • For a Resources view, go to the view’s Display Settings and check the Sort the default editor checkbox,
  • For a Schedule view, go to the view’s Display Settings > select the Resource Rows tab and check the Sort the default editor checkbox,

Important

Headings not displayed in the Headings field of the Resource Rows tab will follow the order defined in the dimension.

Creating a Resource Editor

You can access the Input Editors menu using either the General settings > Input editors pane, or via the Settings > Configuration block > Input editors menu.

Once you are in the window, right-click on Resource Editors > Create Editor > Choose the required dimension:

The corresponding pane is enabled:

Specify the characteristics of the template, and click on the Validate button to validate creation.

These characteristics are:

Name

The Name field is required. It gives the template a name.

Description

The Description field is optional. It gives the template a description.

History

This represents the creation date and time and the most recent change to the template, together with the login of the user who made the change.

This characteristic cannot be edited.

Activated

This box determines whether the template is active.

Tip

Uncheck the box to make the resource editor temporarily unavailable.

Dimension filter

Choose the filter that defines the resources to which the template applies.

See Resource Filters

Editor

To access the editor and configure its settings, click on this button :

The following window appears:

Now build the editor using different objects to fill in or simply see the resource’s characteristics.

The object types are:

Resource headings

Select the headings.

Important

  • If the dimension has a Resource type of heading, its headings can also be displayed in the Resource Editor. However you will not be able to modify these headings.

  • Special case of the image: An Image type attachment heading will adapt to the size of the editor component.

Text input

You can insert text blocks positioned in the editor. To modify the text, double-click in the created text zone.

The following window appears:

Format the text.

Inserting attributes

You can insert schedule attributes into the text. However these attributes cannot be modified. To do this, go to Insert > Attributes > Choose the attribute to add.

These characteristics cannot be modified when using the editor.

Inserting an image

Images can be inserted in the text by selecting a file in the Image URL property.

This image is directly converted in BASE64 in order to be saved in the planner .vps file.

Events list

You can insert an Events view enabling you to view the events of the selected resource.

Delete

To delete an object, select it and click on Delete.

Grid alignment

The editor interface is divided into a grid defined by points.

When you select the Grid alignment button, the interface components move between these points. If you do not select this button, they move pixel by pixel.

Default title

After renaming a component, you can go back and give it its default name again by selecting it and clicking on Default title.

Shift to

Important

This function is only active if the editor has at least 2 tabs.

To move a component from one tab to another, select it and click on the Shift to button.

Tab Management

Editors enable you to organize fields on several tabs within a resource’s editing window.

To add a new tab click on this button . You can rename the tab by clicking on this button

This displays the list of tabs in the editor:

Browse from one tab to another to add fields that will constitute the editor.

The picture below shows a preview of the tabs.

To delete a tab, select it in the pull-down list and click on the deletion button. .

Preview

You can preview the configured editing window.

Pop-up menu

You can also add components using a pop-up menu (right-click). The mouse cursor position defines the top left corner of the added component.

When choosing components to add in the input editor, you can select several elements in one operation by clicking on Select headings.

The following window opens:

You can select the attributes you want to add from a list. By default they are all selected.

Object alignment

You can align a set of objects with a single click.

First select the objects to align, then align them using the following block:

  • Left alignment: The objects are aligned left with the event you clicked on;

  • Center alignment: The objects are centered with respect to the event you clicked on;

  • Right alignment: The objects are aligned right with the event you clicked on;

  • Top alignment: The objects are aligned with the top of the object you clicked on;

  • Middle alignment: The objects are aligned at the same height as the middle of the event that you clicked on;

  • Bottom alignment: The objects are aligned with the bottom of the object you clicked on;

Same size

You can make the width or height of the components the same.

Select the objects and make them the same size by right-clicking on the reference event.

Naming objects

Some objects have to be renamed to correspond to business terminology.

Double-click on the object to rename and type the new name in the window that appears.

Undo / Redo

When adding a field, you can undo or redo the eliminated data using the corresponding arrows.

Example of a Resource Editor

Configuration

Preview of the result

Modifying a Resource Editor

To modify a resource editor, go to General settings > Input editors > Resource editors > Select editor to modify. The corresponding window is enabled.

Modify the characteristics, then click on the Validate button to save the resources editor.

See Creating a Resource Editor

Deleting a Resource Editor

To delete a resource editor, go to General settings > Input editors > Resource editors > Right-click on the editor to delete > Delete.

The following screen appears:

Click on Yes to delete the editor.

Important

You cannot delete a default resource editor.

Duplicating a Resource Editor

To duplicate a resource editor, go to General settings > Input editors > Resource editors > Right-click on the editor to duplicate > Duplicate.

Carry out the necessary modifications and Validate to save them.

Important

You cannot duplicate a default resource editor.

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