CONFIGURATION

Creation of a workload

To create a workload, go to General settings > Right click on workload > Create an workload for > Select the dimension.

The following window is then enabled:

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

The characteristics of a workload are as follows:

Name

Give the workload a name.

Description

Give the workload a description. This data is optional.

This description appears in a tooltip when one uses mouse over on the workload title bar.

History

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

This property is updated automatically.

Calculation type

The type of calculation used, for all filtered resources, for all events covered by a filter, is chosen from the following:

Number of events

The calculation is based upon the Value 1 for each event.

Duration of events (h)

This is a conversion, in hours, of the durations of all events the calculation is based upon.

In this case, the user must define the type of period for the calculation.

Duration of events (d)

This is a conversion, in days, of the durations of all events the calculation is based upon.

In this case, the user must define the type of period for the calculation.

Occupation duration (h)

The period during which the resource is occupied, in hours.

This duration is calculated using the coverage, or not, of the free periods, and may not exceed the total of the latter.

Occupation duration (d)

The period during which the resource is occupied, in days.

This duration is calculated using the coverage, or not, of the free periods, and may not exceed the total of the latter.

Free period duration (h)

A conversion, in hours, of the duration of the free periods.

The user must define the type of period for the calculation.

If the type of period chosen has the value All, the calculation is only carried out using the periods actually worked.

Free period duration (d)

A conversion, in days, of the duration of the free periods.

The user must define the type of period for the calculation.

If the type of period chosen has the value All, the calculation is only carried out using the periods actually worked.

load in hours

The total of the load, in hours, for events included in the resource called by the events filter.

load in days

The total of the load, in days, for events included in the resource called by the events filter.

Free load (h)

The calendar duration, in hours, minus the load of the events concerned.

Free load (d)

The calendar duration, in days, minus the load of the events concerned.

Valuations

The total valuation of all selected valuation items. By choosing this type of calculation, the following information must be defined:

  • the valuation items to be taken into account,

  • the unit of calculation.

Form values

These are the sums of the values of the numerical headings of the selected forms.

To get these figures, select form headings by clicking on the button

A window opens. Select the form headings to be totaled by ticking the appropriate lines then click on validate.

Cumulative values

If this box is checked, the workload will provide cumulative values.

Accumulation start date

Set the start date for cumulative values.

Display format

  • Integers: Select the value 0.

  • Decimals: Select the value 0.00.

  • Integer percentage: Select the value 0%.

  • Decimal percentage: Select the value 0.00%.

Setting thresholds

The thresholds are used to give a color to each level, in order to reach a given load.

Right-clicking brings up the following window:

You must then specify:

  • a percentage for each specified threshold,

  • a color, when the threshold value is reached,

  • another color when the threshold value is exceeded.

One line per resource in a dimension

If this box is checked, it is possible to display the load with a single line of results per resource.

Events filter

This involves an events filter, linked to the workload.

Therefore you must select an existing filter or create a customized events filter.

Only events captured by the filter will be taken into account by the workload calculation.

Resource filter

This involves a resource filter, linked to the workload.

Therefore you must select a resource filter with the dimension associated with the workload.

This is used to create a personalized filter.

Only resources captured by the filter will be taken into account by the workload calculation.

Objective - Definition

It is possible to define a load objective target by clicking on the right hand button.

Automatic calculation: box checked

The calculation for the workload is automatic.

Value

The calculation may be based on:

  • number of events,

  • duration of events (in Hours),

  • duration of events (in Days),

  • occupational duration (in Hours),

  • occupational duration (in Days),

  • duration of free periods (in Hours),

  • duration of free periods (in Days),

  • load (in Hours),

  • load (in Days),

  • free load (in Hours),

  • free load, (in Days),

  • valuations,

  • formula values.

Events filter

This involves an events filter, linked to the workload.

Therefore you must select an existing filter or create a personalized events filter.

Only events captured by the filter will be taken into account by the workload calculation.

Resource filter

This involves a resource filter, linked to the workload.

Therefore you must select a resource filter with the dimension associated with the workload.

This is used to create a personalized filter.

Only resources captured by the filter will be taken into account by the workload calculation.

Automatic calculation: box not checked

The load calculation is completed using a fixed objective.

Fixed objective

Used to enter the fixed load objective.

Modification of a workload

To modify a coherence limit, simply re-visit the General settings and modify the workload as required. (See Creation)

In the window that appears click on the characteristics to modify.

  • Press Validate to accept the changes,

  • or Reset to ignore the modifications and go back to the initial configuration.

Deleting a workload

To delete a workload, right-click on the workload > Delete.

In the window that is displayed, click on:

  • Yes to confirm the deletion,

  • or No to prevent the deletion.

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