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 six tabs:

Events tab

This tab is for configuration of the time bars.

Automatic line return

Check this box to force a line return in time bar texts depending on their widths.

Fixed height

Check this box to set the same height as the row for all planner events.

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.

Time bars label

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.

Display according to calendar

Check this box to cut the event time bars:

  • according to the hourly resource calendars if the time scale is less than one day,
  • according to the daily resource calendars if the time scale is more than one day.

The events will then be displayed cut if they overlap non working periods.

On one row

Check this box to put

  • all the labels on the same row.

  • Otherwise there will be one label on each row.

Separator

If display of the labels is on one row, it is necessary to define one or more characters to separate the labels.

Display titles

Check this box to display the label names visible on the time bar.

Alignment

You can choose the position of the labels in relation to the time bar.

The possible choices are as follows:

  • Left,

  • Right,

  • Center,

  • External. In this last case, the labels are visible outside the time bar, to the right.

Border color dimension

This list enables you to choose the dimension whose resources color will be used as the time bar border color.

Use this button to edit the chosen dimension and modify its default color.

Border thickness

You can specify the thickness of this colored border by modifying the numerical value of this thickness.

Background color dimensions

The time bar background color can be:

  • none,

  • one color if a single dimension is chosen to show the color,

  • or multi-colored if several dimensions are chosen to show the color.

Use this button to open the following window:

In this window you can simply drag them from left to right using the arrows:

You can also sort the order of appearance of dimension colors in the time bar using the sorting arrows:

Display the progress bar

You must check this box to display the state of progress on the time bar.

Progress color

You can choose the progress bar color by left-clicking on the color.

The color map then opens.

Bar position

This choice list enables you to define the position of the progress bar on the time bar.

This position can be:

  • High,

  • Center,

  • Low.

Urgent color

The urgent color indicates the event’s status is urgent.

It is visible

  • as the progress bar color,

  • or the border color.

You can choose the urgent color by left-clicking on the color.

The color map then opens.

Important

This is only necessary if achievement is manual. In automatic achievement mode the event cannot be urgent.

Linked event filter

You can show the linked events of dependent dimensions.

Choose an event filter to select the events to show from the dimensions chosen on the resource headings from the Schedule View’s dimension.

The following options are available:

  • All,

  • Customize the filter,

  • Select a public events filter,

  • Select a private events filter.

Display extra events

To show linked events, you must choose the resource headings that belong to the active Schedule View.

Always visible

Check this box to make icons visible even if the time bar is narrower than the icon.

Aligning the icon

You can display one or more icons on the time bar.

These icons can be aligned:

  • to the left,

  • or the right of the time bar.

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:

You can also sort the order of appearance of dimension icons in the time bar using the sorting arrows.

Icon size

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

Tooltips like time bars

You can display different information in the time bars and the tooltips.

If you uncheck this box, the information displayed in the tooltip can be different from the information shown in the time bar.

Tooltip labels

If the previous box is not checked, you can modify the tooltip labels.

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.

Sort in ascending order

Check this box to sort the resource’s events in ascending alphanumeric order.

Labels for sorting

You can sort events planned on a resource according to one or more selected labels.

Allowed Event filters

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

Schedule tab

This tab is for configuration of the planner grid.

Daily calendar

Choose one of the daily calendars to be seen as the background color for the planner grid.

Note

This calendar is not necessarily from the view’s resources.

Hourly calendar

Choose one of the hourly calendars to be seen as the background color for the planner grid.

Note

This calendar is not necessarily from the view’s resources.

Column width

Enter a numerical value corresponding to the width in pixels of each column in the planner grid.

Font

Choose the font for the view header elements.

Click on the [...] button to open the font definition window:

You can choose:

  • a font,

  • a style (bold, italics, etc.),

  • a character size.

Set to the current date

Check this box to set the planner to the current date, the first time the view is started.

Scale

Select the view’s time scale.

Scroll

You can define the view scrolling method when using scroll arrows.

The possibilities are:

  • Continuous: the planner scrolls like a continuous, endless document,

  • Day: the planner can only be viewed day by day The view always represents a single entire day.

  • Week: same as Day. The view always represents a single entire week.

  • Month: same as Day. The view always represents a single entire month.

  • Year: same as Day. The view represents a single entire year,

Display hourly calendars

Check this box to display hourly resource calendars.

Non working days

Check this box to display days whose period type is non working.

Night hours

Check this box to display night hours.

These night hours are determined by the start and end times explained below.

Vertical grid

Check this box to show the vertical grid on the planner.

Display weeks

Check this box to display the week numbers next to the date on the planner.

This option is only necessary when the time scale is:

  • Day,

  • 1/2 Day,

  • 1/3 Day,

  • or 1/4 Day.

Start time

Each day can be limited by a start time and an end time.

These times are the same for every day in the view, regardless of the time scale.

Specify the start time for the days.

This start time is only necessary when the night hours option is disabled.

This start time is not linked to the hourly calendars.

End time

Each day can be limited by a start time and an end time.

These times are the same for every day in the view, regardless of the time scale.

Specify the end time for the days.

This end time is only necessary when the night hours option is disabled.

This end time is not linked to the hourly calendars.

Period

Each Schedule view is limited by a start date and an end date.

Choose the Time Period that defines the schedule view’s left-hand and right-hand limits.

They can be fixed or variable delimiters, depending on the current date.

No event outside this period can be visible in the view.

Background color

You can choose the view’s background color.

This color is for days and times where the type of period does not have a color.

This choice also applies to the resources background color if no such color is specified.

Load all rows

Check this box when starting the view, to load all events of all rows corresponding to the view filter, even those that are not directly visible on screen.

Display links

Check this box to display the links between events in the view.

Only rows with events

Check this box to only display resources that have at least one event in the displayed period.

Caution

This option is not available in continuous scrolling mode.

Resource rows tab

Display short names

Check this box to not display the headers of dimensions to which the headings to display belong.

Sort the default editor

Check this box to sort a resource’s editor in the order chosen in the Description headings field, then in order of the general settings, for headings which are not visible in the view.

If the box is not checked, the headings are sorted in the order of headings defined in the configuration of the dimension in the General settings.

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.

Ascending sort

Check this box to perform an ascending sort of the heading defined below.

If it is not checked, the resources are sorted in reverse alphabetical order of the heading.

Sort by

Choose the first heading to manage sorting of resources.

All headings

Check this box to display all the resources’ headings.

Headings

If the previous box is unchecked. Choose the headings to display.

These headings can be chosen from:

  • all the dimension’s headings,

  • headings of dependent resources,

  • resource settings (hourly calendar, daily calendar and the creation rule),

  • the resource’s history attributes,

  • forum attributes (Last Post Date and Last Post User).

Use this button to open the following window:

In the left-hand part choose the headings to display by dragging them from left to right using the arrows.

You can also sort appearance of data in the time bar using the sorting arrows.

Click on OK to confirm your choice.

Background color

You can view resources with a background color.

This color can be:

Warning

Only persistent headings can be defined as a background color.

Icon size

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

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.

Display icons

Check this box to define display of resources’ icons, where applicable.

Display row numbers

Check this box to display the row numbers to the left of the resources.

Display totals

Check this box to display an addition row at the bottom of the view. This row performs calculations on certain headings:

  • total of numerical values,

  • mean of values as a percentage.

Filter of authorized ‘Dimensions’

Choose the dimension filters that will be visible and available for use in this view.

Workloads tab

Display total

Check this box to display an additional workload that calculates the total of visible workloads.

Display workloads

Check this box to display the workloads selected below in the Schedule view.

Workload

Choose the workload(s) to display in the Schedule view.

Printing tab

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

Number of periods per page

This is the number of periods per page that will be displayed.

Period by page

This is the type of period that will be used (day, week, month) to determine the number of periods above.

Restrict to events

Check this box to restrict printing to the shortest period containing events.

The first period displayed will be the period containing the first events in the period defined below. The last period will be the period containing the last events in the period defined below.

Period

This is the data printing period (this month, this week, this year, customized period, etc.).

Footer

To define the printing footer:

The following buttons enable you to define automatic information:

  • : Page number,

  • : Number of pages,

  • : Print date,

  • : Print time,

  • : Schedule 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,

  • : Schedule name,

  • : View name,

  • : Name of user,

  • : Name of permission group.

You can also type in a specific text directly in the relevant zone.

Page break on heading

This enable you to print one page per row, row after row, according to the resources sorting heading.

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.

'Streamer’ mode

Check this box to place several printing rows on the same page, if the page height permits.

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:

Date

Check this box to synchronize the Schedule date with the date in the other views.

The schedule date is the date in the view’s calendar.

Schedule scale

Check this box to synchronize the view’s time scale with that of the other views.

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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