CREATING A VPPORTAL TEMPLATE

Creating a Diary template

Go to Settings > Configuration pane > Click on VPPortal.

To create a VPPORTAL Diary template, Right-click VPPortal Templates > Create a Diary > Choose the dimension or click the button and choose the dimension.

The pane below is enabled:

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

The following characteristics must be entered:

Name

Give the template a name.

Description

Give the template a description. If a description is entered, it will appear in the tab header in VPPORTAL.

History

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

This property is updated automatically.

Enabled

If this box is checked, the template is enabled and made available to VPPORTAL users.

Start time

Define time when day display starts

End time

Define time when day display ends.

Display Period

Choose from the pull-down list the default display period when the template opens.

The different choices are: Daily, Week, Worked week and Monthly.

Displayable periods

Select in the list the period(s) the user can choose in the template.

Dimension filter

This filter defines the resources to which the template applies.

It is possible:

  • to select an existing filter;

  • or to create a custom filter specific to the template. To do this, select Customized.

Choice of Dimensions

If this box is checked, it activates a pull-down menu containing the list of resources.

Main data items

Choose the event headings and/or attributes that will identify events.

This data will be displayed in the time bars.

Separator

Choose the character that separates identification details when the event is presented.

Icon

Choose the dimension that defines the icon in the event time bar.

Border color

Choose the dimension that defines the event border color.

Background color

Choose the dimension(s) that define(s) the event background color.

If several dimensions are selected, the event bar will show the dimension colors.

If only one dimension defines the background color and it is shaded, it will also be visible in the time bar.

Description data

The data will be displayed in the tooltip.

Choose the event headings and/or attributes that will describe events. The wording that will be displayed can be modified.

Events height

Choose the height of the time bar for events in pixels.

Creation hierarchies

Choose the event creation hierarchy/ies as well as the editors to display for each event created with this/these hierarchies.

If no hierarchy is chosen, it will not be possible to create events in this template.

Input editor

Choose the input editor to display for the template’s events.

If the chosen value is "Automatic", the editor to display will be the editor that has a filter corresponding to the event from the list of input editors defined for VPPORTAL.

Authorize duplication

If this box is checked, the duplication button is displayed when editing an event.

Duplication will only be possible if a hierarchy has been selected above.

Events filters

Choose the filters that will be available in the template from the list of existing events filters.

Period

Choose the period when events are visible.

Display extra events

Select the resource-type headings of the template dimension for which events should be displayed.

Linked event filter

Choose the events filters for the dependent resources selected above.

It is possible:

  • to select an existing filter;

  • or to create a custom filter specific to the template.

Creating a Planner template

Go to Settings > Configuration pane > Click on VPPortal.

To create a VPGPORTAL Planner template, Right-click VPPortal Templates > Create a Planner > Choose the dimension or click the button and choose the dimension.

The pane below is enabled:

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

The following characteristics must be entered:

Name

Give the template a name.

Description

Give the template a description. If a description is entered, it will appear in the tab header in VPPORTAL.

History

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

This property is updated automatically.

Enabled

If this box is checked, the template is enabled and made available to VPPORTAL users.

Start time

Define time when day display starts

End time

Define time when day display ends.

Display Period

Choose from the pull-down list the default display period when the template opens.

The different choices are: Monthly, Week and Worked Week.

Displayable periods

Select in the list the period(s) the user can choose in the template.

Display halfday

Check this box to differentiate half-days visually.

Dimension filters

This filter defines the resources to which the template applies.

It is possible:

  • to select an existing filter;

  • or to create a custom filter specific to the template.

Identification headings

Choose from the headings of the selected dimension the headings that will appear in the left-hand part of the planner.

Separator

Choose the character that separates identification data in resources.

Main data items

Choose the event headings and/or attributes that will identify events.

This data will be displayed in the time bars.

Separator

Choose the character that separates identification details when the event is presented.

Icon

Choose the dimension that defines the icon in the event time bar.

Icon size

Choose the size of icons from 16 to 64 pixels.

Border color

Choose the dimension that defines the event border color.

Background color

Choose the dimension(s) that define(s) the event background color.

If several dimensions are selected, the event bar will show the dimension colors.

If only one dimension defines the background color and it is shaded, it will also be visible in the time bar.

Description data

The data will be displayed in the tooltip.

Choose the event headings and/or attributes that will describe events. The wording that will be displayed can be modified.

Events height

Choose the height of the time bar for events in pixels.

Creation hierarchies

Choose the event creation hierarchy/ies as well as the editors to display for each event created with this/these hierarchies.

If no hierarchy is chosen, it will not be possible to create events in this template.

Input editor

Choose the input editor to display for the template’s events.

If the chosen value is "Automatic", the editor to display will be the editor that has a filter corresponding to the event from the list of input editors defined for VPPORTAL.

Authorize duplication

If this box is checked, the duplication button is displayed when editing an event.

Duplication will only be possible if a hierarchy has been selected above.

Events filters

Choose the filters that will be available in the template from the list of existing events filters.

Period

Choose the period when events are visible.

Display extra events

Select the resource-type headings of the template dimension for which events should be displayed.

Linked event filter

Choose the events filters for the dependent resources selected above.

It is possible:

  • to select an existing filter;

  • or to create a custom filter specific to the template.

Workloads

Choose the workloads to display in the template, as well as the type of display.

Creating an Events List template

Go to Settings > Configuration pane > Click on VPPortal.

To create a VPPORTAL Events List template, right-click VPPortal Templates > Create an Events List > choose the dimension or click the button and choose the dimension.

The pane below is enabled:

Specify the characteristics of the Events List template and confirm by clicking OK.

The following characteristics must be entered:

Name

Give the template a name.

Description

Give the template a description. If a description is entered, it will appear in the tab header in VPPORTAL.

History

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

This property is updated automatically.

Enabled

If this box is checked, the template is enabled and made available to VPPORTAL users.

Display Type

Use this checkbox to choose whether events are displayed in a Table or in Details mode.

Auto Format text

Warning

This option is only available in Details mode.

Check this box to display the names of VISUAL PLANNING attributes and entities in the template.

HTML descriptor

Warning

This option is only available in Details mode if the Auto Format Text box is not checked.

Right-clicking brings up an HTML editor.

This makes it possible to create your own visuals for the template’s events:

  • By entering formatted or unformatted text,

  • By inserting images, tables and event attributes.

Description data

Warning

This option is enabled if the Auto Format Text box is not checked.

Choose the event headings and/or attributes that will describe events. The wording that will be displayed can be modified.

Number of rows per page

Define the maximum number of event rows that will appear on one page in VPPORTAL.

Group by heading

Select the heading that will be used to group the data. The order can be ascending or descending.

Sort by heading

Select the heading that will be used to sort the data. The order can be ascending or descending.

Icon

Choose the dimension that defines the icon in the event time bar.

Icon size

Choose the size of icons. from 16 to 64 pixels.

Background color

Choose the dimension(s) that define(s) the event background color.

If several dimensions are selected, the event bar will show the dimension colors.

If only one dimension defines the background color and it is shaded, it will also be visible in the time bar.

Dimension filter

This filter defines the resources to which the template applies.

It is possible:

  • to select an existing filter;

  • or to create a custom filter specific to the template.

Choice of Dimensions

If this box is checked, it activates a pull-down menu containing the list of resources.

Creation hierarchies

Choose the event creation hierarchy/ies as well as the editors to display for each event created with this/these hierarchies.

If no hierarchy is chosen, it will not be possible to create events in this template.

Input editor

Choose the input editor to display for the template’s events.

If the chosen value is "Automatic", the editor to display will be the editor that has a filter corresponding to the event from the list of input editors defined for VPPORTAL.

Authorize duplication

If this box is checked, the duplication button is displayed when editing an event.

Duplication will only be possible if a hierarchy has been selected above.

Events filters

Choose the filters that will be available in the template from the list of existing events filters.

Period

Choose the period when events are visible.

Creating a Resources List template

Go to Settings > Configuration pane > Click on VPPortal.

To create a VPPORTAL Resources List template, right-click VPPortal Templates > Create a Resources List > choose the dimension or click the button and choose the dimension.

The pane below is enabled:

Specify the characteristics of the Resources List template and confirm by clicking OK.

The following characteristics must be entered:

Name

Give the template a name.

Description

Give the template a description. If a description is entered, it will appear in the tab header in VPPORTAL.

History

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

This property is updated automatically.

Enabled

If this box is checked, the template is enabled and made available to VPPORTAL users.

Display Type

Use this checkbox to choose whether resources are displayed in a Table or in Details mode.

Auto Format text

Warning

This option is only available in Details mode.

Check this box to display the names of VISUAL PLANNING attributes and entities in the template.

HTML descriptor

Warning

This option is only available in Details mode if the Auto Format Text box is not checked.

Right-clicking brings up an HTML editor.

This makes it possible to create your own visuals for the template’s resources:

  • By entering formatted or unformatted text,

  • By inserting images, tables and resource attributes.

Description data

Warning

This option is enabled if the Auto Format Text box is not checked.

Choose the headings and/or attributes that will describe resources. The wording that will be displayed can be modified.

Number of rows per page

Define the maximum number of resource rows that will appear on one page in VPPORTAL.

Group by heading

Select the heading that will be used to group the data. The order can be ascending or descending.

Sort by heading

Select the heading that will be used to sort the data. The order can be ascending or descending.

Display icon

If this box is checked, the resources' icons are displayed.

Icon size

Choose the size of icons. from 16 to 64 pixels.

Row color

The color of the resource row can be selected by choosing the resource color or the color of one of the calculated headings with thresholds for the resource.

The color will appear to the left of the resource row.

Dimension filter

Choose the filters that will be available in the template from the list of existing resource filters.

Creation input editor

Choose the input editor to display when creating a resource.

Input editor

Choose the input editor to display when editing a resource.

If the chosen value is "Automatic", the displayed editor will be the editor that has a filter corresponding to the resource from the list of input editors defined for VPPORTAL.

Creating an Events Report template

Go to Settings > Configuration pane > Click on VPPortal.

To create a VPPORTAL Events Report template, right-click VPPortal Templates > Create an Events Report > choose the dimension or click the button and choose the dimension.

The pane below is enabled:

Specify the characteristics of the Events Report template and confirm by clicking OK.

The following characteristics must be entered:

Name

Give the template a name.

Description

Give the template a description. If a description is entered, it will appear in the tab header in VPPORTAL.

History

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

This property is updated automatically.

Enabled

If this box is checked, the template is enabled and made available to VPPORTAL users.

Events Report

Choose the events reports to display as well as their type of display and the wording to give to each events report.

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