CONFIGURATION

Creation of a target constraint

To create a new target constraint, go to General settings > Right click on Constraints > Create a target constraint > Select the dimension.

The following window is then enabled:

Specify the characteristics of the constraint, then confirm by clicking on the Validate button.

A target constraint has the following characteristics:

Name

Give the constraint a name.

Description

Give the constraint a description. This data is optional.

If the description is completed, the text in this field is the information displayed if the constraint has not been respected. (See Constraint not respected)

History

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

This property is updated automatically.

Activated

If this box is checked, the constraint can be activated. (See below Activation / Deactivation)

Specifics

Type of constraint

There are three possible options:

  • Warning: in this case, a message will appear to warn of a non-respect of the constraint,

  • Prohibition: in this case, an error message will appear to stop the constraint being continually broken,

  • Authentication: in this case, a message will appear to invite the user to re-enter his password.

Mark warning

This checkbox, if checked, surrounds the event with a dotted line if the constraint is not respected. Otherwise, the event will be surrounded by a continuous border.

Resource filter

This filter defines the resources to which Constraint applies.

You can:

  • select an existing filter,

  • or to create a custom filter specific to the constraint (see Customized). To do this, select the comment customized, then click on the button:

For all resources or individually for each resource

State whether the verification of the constraint should be carried out, for:

  • all filtered resources, in one attempt;

  • or, all resources, individually.

Events filter for triggering

This filter defines the events triggering the verification of the constraint.

You can:

  • select an existing filter,

  • or create a custom filter specific to the constraint.

Calculation
  • Number of events,

  • Duration in hours,

  • Duration in days,

  • Load in hours,

  • Load in days,

  • Achievement,

  • Valuations,

  • Numerical form values.

Events filter for verification

This filter defines the events triggering the verification of the constraint.

You can:

  • select an existing filter,

  • or create a custom filter specific to the constraint.

Objective not to be exceeded
Time Period
  • At each moment: in this case it is only possible to calculate the number of events (See Calcul)

  • Every: in this case you must select the frequency and give a start date for the period.

There are two possibilities for the definition of the reference date:

  • The reference date is defined in the configuration of the constraint. In this case the verification is based upon this data and the pre-configured frequency period.

  • The reference date is not defined in the configuration of the constraint. In this case, the reference date used for the verification of the constraint is the start date for the event being manipulated (creation/modification).

Modification of a target constraint

To modify a target constraint, simply re-visit the General settings and modify the constraint as required. (See Creation)

Modifications made to a constraint will only affect future created or modified events.

Events that existed before this modification will not be changed.

Activation/deactivation

A constraint may exist without being active. It must be activated to function.

To see whether a constraint has been activated, go to General settings.

  • An active constraint is preceded by the symbol

  • An inactive constraint is preceded by the symbol

To activate an inactive constraint there are two possibilities:

  • Right-click on the constraint > Activate,

  • Select the constraint then click on the Activate box.

To deactivate an active constraint there are two possibilities:

  • Right-click on the constraint > Deactivate,

  • Select the constraint then click (deselect) the Activate box.

Deleting a target constraint

To delete a target constraint, right click on the target constraint > remove.

The deletion of a target constraint does not modify the planning data.

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