Contents

1. Global Settings
DEFINITION
CONTENT OF THE GENERAL SETTINGS
Structural entities
Other Entities
USE
General Settings Pane
Menu Bar
2. Dimension
DEFINITION
CONFIGURATION
Creating a dimension
Creating the dimension’s headings
Modifying a dimension
Deleting a dimension
DELETING A DIMENSION’S EVENTS
3. Forum
DEFINITION
PREREQUISITES
Technical prerequisites
CONFIGURATION
Rights management
Enabling a forum
Disabling a forum
USE
Visualization
Entering a text message
Deleting a text message
Forum history
4. Icon
DEFINITION
CONFIGURATION
Predefined icons
Icon generated by a heading
USE
Modifying a resource’s icon
Modifying a resource’s icon by drag’n’drop
Saving an icon
Viewing a resource’s icon
Viewing an event’s icon
5. Display heading
DEFINITION
CONFIGURATION
Event properties
Resource type headings
Assigning a resource to an event
6. Identification heading
DEFINITION
CONFIGURATION
USE
Import of resources
Importing events.
Export resources
Exporting events
7. Form
DEFINITION
CONFIGURATION
Creating a form
Creating the form’s headings,
Assigning a form to a creation rule.
Modifying a form
Deleting a form
USE
Entering the values of an event’s form
Assigning a form to an event
Visualization
8. Heading
DEFINITION
CONFIGURATION
Creating a heading
Duplicating a heading
Modifying a heading
Deleting a heading.
USE
Visual information
Search and filter criteria
Sorting criteria
Use in event valuations
Use as control thresholds
Identification heading
Display heading
Uniqueness of headings
9. Attachment type Heading
DEFINITION
CONFIGURATION
Creating a heading
Modifying a heading
Deleting a heading.
USE
Visualization
Attach a document or a page
Start an attachment
Download an attachment
Remove an attachment
10. Boolean type Heading
DEFINITION
CONFIGURATION
Creating a heading
Modifying a heading
Deleting a heading.
USE
Visualization
Assigning a value
Direct modification of values
Search and filter criteria
11. Barcode heading type
DEFINITION
CONFIGURATION
Creating a heading
Modifying a heading
Deleting a heading.
USE
Visualization
Entering a value
Direct modification of values
12. Counter type heading
DEFINITION
CONFIGURATION
Creating a heading
Modifying a heading
Deleting a heading.
USE
Visualization
Creating a resource or an event
Resetting a counter
13. Calculated date heading
DEFINITION
Case of the dimension heading
Case of the form heading
CONFIGURATION
Creating a heading
Modifying a heading
Deleting a heading.
USE
Visualization
Inclusion in the Operation type of heading
Use by other functionalities
14. Date Hour type of heading
DEFINITION
CONFIGURATION
Creating a heading
Modifying a heading
Deleting a heading.
USE
Visualization
Entering a value
Direct modification of values
15. Distance heading
DEFINITION
CONFIGURATION
Creating a heading
Modifying a heading
Deleting a heading.
USE
Visualization
Creating an event
Calculate the distance
16. GeoLocation heading
DEFINITION
CONFIGURATION
Creating a heading
Modifying a heading
Deleting a heading.
USE
Visualization
Assign a value to a resource
Visualization of the position
Assigning/modifying/deleting a value in localization headings
17. Unique Choice List heading
DEFINITION
CONFIGURATION
Creating a heading
Modifying a heading
Deleting a heading.
USE
Visualization
Assign a value to a resource
Creating/modifying/deleting a value
18. Password heading
DEFINITION
CONFIGURATION
Creating a heading
Modifying a heading
Deleting a heading.
USE
Visualization
Entering a value
Direct modification of values
19. Numerical type of heading
DEFINITION
CONFIGURATION
Creating a heading
Modifying a heading
Deleting a heading.
USE
Visualization
Entering a value
Direct modification of values
Use as Threshold
Use by the Operation type of heading
Display of totals in a Resources View
20. Operation type heading
DEFINITION
Case of the dimension heading
Case of the form heading
FUNCTIONAL PREREQUISITES
Form
Dimension: non persistent heading
Dimension: persistent heading
CONFIGURATION
Creating a Duration Operation heading
Creating a Formula Operation heading
Modifying a heading
Deleting a heading.
USE
Visualization
calculation
Color of resources
Threshold constraints
Inclusion in the other Operation type headings
Display of totals in a Resources View
Use by other functionalities
21. Resource type heading
DEFINITION
CONFIGURATION
Creating a heading
Modifying a heading
Deleting a heading.
USE
Assign to a resource
Associate to events
Resource modification
22. Signature type heading
DEFINITION
CONFIGURATION
Creating a heading
Modifying a heading
Deleting a heading.
USE
Visualization
Entering a value
Use in filters
23. Text type heading
DEFINITION
CONFIGURATION
Creating a heading
Modifying a heading
Deleting a heading.
USE
Visualization
Verification of the format
Direct modification of values
24. Multi-line text type heading
DEFINITION
CONFIGURATION
Creating a heading
Modifying a heading
Deleting a heading.
USE
Visualization
Direct modification of values
25. Control column Heading
DEFINITION
CONFIGURATION
Creating a dimension heading
Creating a form heading
Modifying a heading
Deleting a heading.
USE
Visualization
Color of resources
Threshold constraints
Inclusion in the Operation type of heading
Display of totals in a Resources View
Use by other functionalities
26. Events values heading
DEFINITION
CONFIGURATION
Creating an Events Values heading
Modifying a heading
Deleting a heading.
USE
Visualization
Modifying an event
Modification of the heading value
Use by other functionalities
27. Persistent headings
DEFINITION
USE
28. Calendars
DEFINITION
CONFIGURATION
USE
Visualization
Drag-dropping events
Calculation of event duration
29. Period Types
DEFINITION
CONFIGURATION
Creating a period type
Modification of a period type
Deleting a period type
ASSIGNMENT
Assigning to an hourly template
Assigning to a daily template
Assigning to a planner template
30. Hourly template
DEFINITION
CONFIGURATION
Creating an hourly template
Modifying an hourly template
Deleting an hourly template
USE
Assigning to an hourly calendar
31. Hourly calendar
DEFINITION
FUNCTIONAL PREREQUISITE
CONFIGURATION
Creating an hourly calendar
Creating a non-worked hourly calendar
Modifying a hourly calendar
Deleting an hourly calendar
USE
Assigning an hourly calendar to a dimension
Assigning an hourly calendar to a resource
Assigning an hourly calendar to a creation rule
32. Daily template
DEFINITION
CONFIGURATION
Creating a daily template
Modifying a daily template
Deleting a daily template
USE
Assigning to a daily calendar
33. Daily Calendar
DEFINITION
FUNCTIONAL PREREQUISITE
CONFIGURATION
Creating a daily calendar
Deleting a daily calendar
Modifying a daily calendar
USE
Assigning a daily calendar to a dimension
Assigning a daily calendar to a resource
Assigning a daily calendar to a creation rule
34. Time Period
DEFINITION
CONFIGURATION
List of default predefined time periods
Creating a new time period
Duplicating a time period
Modifying a time period
Deleting a time period
USE
Events filter
Control Column and Events Values
Use by other functionalities
35. Valuation Item
DEFINITION
CONFIGURATION
Creating a valuation item
Assigning an item to a creation rule
Modifying a valuation item
Deleting a valuation item
USE
Entering valuation item values
Assigning an item to an event
Visualization
Adding a coefficient according to the period type
Recalculating a valuation item
Valuation item calculation method
Use by other functionalities
36. Creation rule
DEFINITION
CONFIGURATION
Creating a creation rule
Modifying a rule
Deleting a rule
ASSIGNMENT
Assignment to a dimension
Assignment to a resource
USE
Creating an event
Modifying an event
37. Events hierarchy
DEFINITION
CONFIGURATION
Absence of hierarchy
Creating an event hierarchy
Modification
Deletion
USE
Creating an event
Warning messages
38. Workflows
DEFINITION
CONFIGURATION
Creating a workflow
Duplication of a workflow
Modifying a workflow
Deleting a workflow
USE
Non compliance with workflow
Visualization of workflows
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