CONFIGURATION

List of default predefined time periods

The set of default predefined time periods is as follows:

  • Today,

  • This Month,

  • This Semester,

  • This Quarter,

  • This Year,

  • This Fortnight,

  • This Week,

  • Tomorrow,

  • Yesterday,

  • Last Year,

  • Last Week,

  • Next Week,

  • Next Month,

  • Last Month,

  • All the Planner.

Example: This Month means From the start of the first day of the current month to the end of last day of the current month.

Creating a new time period

In the General Settings pane > Right-click on Time Period > Create Time Period

The corresponding part is then enabled:

Specify the characteristics then confirm creation using the Validate button.

A Time Period has the following characteristics:

Name

Give this time period a name.

Description

Give the time period a description. The description is optional.

History

This represents the creation date and time and the most recent change to the time period, together with the login of the users who performed these actions.

This property is updated automatically.

Specific

You can then specify the beginning and end of the time period.

The start and end of the time period are defined in the same way.

You can define periods of time:

  • with a relative Beginning and End,

  • with a fixed Beginning and End,

  • with a fixed Beginning and relative End,

  • with a relative Beginning and a fixed End.

Fixed Date

You must specify a date and time.

This date is not connected to the moment when the time period is used.

Relative Value

You must specify a period relative to the moment when the time period is used.

Each sliding period is defined by:

  • A Relative value: A number. The reference period is represented by the number 0.

  • A Relative unit: Time, Day, Week, Month, etc.

Examples:

Time Period

Current date (when the functionality is used)

Meaning

The fixed date of January 1, 2018

Whatever the current date may be

always means January 1, 2018

The relative value 1 Day

on the date December 31, 2017

means January 1, 2018

The relative value 1 Day

on January 1, 2018

means January 2, 2018

Duplicating a time period

You can duplicate an existing time period. To do so, in General Settings > Right-click on a time period > Duplicate.

The new time period has the same name with the suffix - Copy:

Then you must define the characteristics in the window for the new Time Period that has just been created. (See Creating a time period)

Modifying a time period

To modify a time period it may be necessary to change the planner’s architecture template.

Warning

This is an important configuration task and should not be performed without careful consideration.

To modify a Time Period, Click on the Time Period to modify > Click on the settings to modify, then Period of Time and modify these settings directly.

You cannot modify VISUAL PLANNING default Time Periods. (See above)

Deleting a time period

To delete a time period it may be necessary to change the planner’s architecture template.

Warning

This is an important configuration task and should not be performed without careful consideration.

To delete a Time Period, in the General Settings pane, Right-click on the Time Period to delete > Delete.

The following warning window appears.

To confirm deletion, click on the Yes button. Otherwise, click on No.

Warning

You cannot delete VISUAL PLANNING default Time Periods.

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