USE

Entering valuation item values

To enter a value in a valuation item, Right-click on an event > Modify

The following window appears:

In the Valuation part, you must enter the required values in the column entitled Value.

There are six values for each valuation item, of which four can be entered in the event.

Only the visible values can be entered. (See Creating a valuation item)

The potential values to enter are therefore as follows:

  • Unit of time:

    • Day,

    • Hour,

    • Workload in days,

    • Workload in hours,

    • Of the event.

  • Fixed value (if visible),

  • Value by unit (if visible),

  • Coefficient (if visible).

The Total in local unit is calculated automatically, as is the Total in global unit.

The event’s Total for all valuation items is also calculated automatically.

Finally you must confirm the input by clicking on the Validate button.

See Valuation item calculation method

Assigning an item to an event

You can directly assign a valuation item to an event.

It is recommended to only use this method occasionally.

It is preferable to assign items using a creation rule.

To assign an item to an event, right-click on an event > Modify.

The event editing window is displayed.

Add an additional valuation item to the event

  • Click on the Add button > chosen Valuation Item.

Now fill in the valuation item values. (See Entering valuation item values)

Remove a valuation item from an event

  • Click on the Delete button > chosen Valuation Item.

Visualization

The values of the valuation items can be displayed:

Adding a coefficient according to the period type

You can assign a valuation coefficient to a type of period.

This assignment action is performed automatically according to how you position events on the planner.

This coefficient only applies for variable valuation, not fixed valuation.

Recalculating a valuation item

Dividing an event

When you divide one or more events and they have a valuation item whose fixed value is determined by a creation rule, the following message is displayed:

You can then choose:

  • Yes: the valuation item’s fixed value is smoothed in the new events according to their respective durations,

  • Yes for all: same thing for all divided events in a situation where several events are divided,

  • No: the valuation item’s fixed value is kept in new events according to their respective durations,

  • Yes to all: same thing for all divided events in a situation where several events are divided.

Modifying a resource

When you modify a Numerical type of heading from the resource, if it is used in a creation rule to define the value of a valuation item, the following message is displayed:

You can then choose:

  • Yes for all: this new value is combined with all the events the creation rule applies to,

  • Yes from...: Same thing as from the date selected in the following message:

  • No: The events are not updated.

Valuation item calculation method

To have a clearer understanding of the following section, it is best to refer to the duration of one event.

Simple situation

The event only occurs in a single type of period.

Where:

  • : total value of the valuation item,

  • : global conversion coefficient,

  • : valuation item coefficient,

  • : fixed value of the valuation item,

  • : event duration,

  • : variable value of the valuation item by unit of time,

  • : coefficient of the only type of period in which the event occurs.

The total value of the valuation item is then such that:

General situation

This calculation method applies to all situations, whether the event occurs in one or more types of periods.

Where:

  • : total value of the valuation item,

  • : global conversion coefficient,

  • : valuation item coefficient,

  • : fixed value of the valuation item,

  • : number of types of period in which the event occurs,

  • : the duration (or load) of the part of the event occurring in the type of period i,

  • : the variable value of the part of the event occurring in the type of period (per unit of time, per load, etc.)

  • : coefficient of period type i.

The total value of the valuation item is then such that:

Use by other functionalities

The valuations of the events will be combined and broken down in various summary tables:

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