CONFIGURATION

Creating a valuation item

To create a valuation item, you must open the General Settings pane, then right-click on Valuation Item > Create Valuation Item.

The corresponding window is then enabled:

Fill in the different settings and click on the Validate button.

Name

Give the valuation item a name.

Description

Give the valuation item a description. The description is optional.

History

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

This property is updated automatically.

Global unit

This is the unit the valuation item can be converted into.

Basic unit

This is the valuation item unit.

If this unit is the same as the global unit, the “basic total” becomes unnecessary in the event. This total is therefore made invisible.

Conversion coefficient

You must specify the conversion coefficient from the basic unit to the global unit.

This coefficient is used for example to convert days into euros, or pallets into trucks.

Display the coefficient

Uncheck this box to hide the valuation item coefficient in events.

Display the fixed value

Uncheck this box to hide the fixed value of the valuation item in events.

Display unit of time

Uncheck this box to display the valuation item unit of time in events.

Display the value per unit

Uncheck this box to hide the variable value per unit of time of the valuation item in events.

Coefficients

For each worked period type, you can specify the additional coefficients that can be applied to events occurring in several of these periods.

For example, working on Saturday can be recorded at 150%.

Assigning an item to a creation rule

After creating the valuation item, you must assign it to an event creation rule.

To do so, you must specify its values in the definition window.

Modifying a valuation item

To modify a valuation item you may have 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 valuation item, select the item in the General Settings pane. The corresponding part of the window is then enabled.

Modify the characteristics (see Creating a valuation item), then click on the Validate button.

If you do not want the modification to take effect, you must click on the Redo button.

Deleting a valuation item

To delete a valuation item you may have to change the planner’s architecture template.

Warning

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

In the General Settings pane > Valuation item > click on the valuation item > Delete to definitively delete the valuation item.

A confirmation window is displayed:

  • Click on Yes to definitively confirm deletion,

  • Click on No to cancel this deletion.

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