Editing data

 

1. Assignment

DEFINITION
ASSIGNMENT TO ANOTHER RESOURCE
ASSIGNING AN EVENT DEPENDING ON AN AVAILABILITY
ASSIGNING AN EVENT, DEPENDING ON THE DISTANCE

Compute distance
Location period

ASSIGNMENT DEPENDING ON THE PRESENCE OF EVENTS
AUTOMATIC ASSIGNMENT

2. Go to

DEFINITION
USE

Go to a resource
Go to an event

3. Undo / Redo

DEFINITION
USE

Cancel
Redo

4. Calendar

DEFINITION
USE

Manipulation
Use by other functionalities

5. Load

DEFINITION
CONFIGURATION

Creation rules

USE

6. Color

DEFINITION

7. Availability

DEFINITION

8. Duplication

DEFINITION

Duplicating events
Copy and Paste a selection of events
Duplicating a selection of events
Duplicating using drag and drop
Duplicating resources
Duplicate using the menu
Duplicating using drag and drop

9. Duration

DEFINITION
CONFIGURATION

Creation rules
Calendars

USE

Impact on other functionalities
Calculations for events durations
Conversion of days into hours

10. Shifting

DEFINITION
USE

Drag and Drop
Properties of the event
Shift

11. Filter

DEFINITION
FILTER TYPES

Named filter
Combined filter
Selection filters

USE

Triggering a filter
Use in the planner

12. Automatic filter

DEFINITION
CONFIGURATION
USE

13. Events filter

DEFINITION
CONFIGURATION

Creating an events filter
Duplicating an events filter
Modifying an events filter
Deleting an events filter
Description of types of criteria and groups

USE

Triggering a filter
Use by other functionalities
Use in the planner

14. Resources filter

DEFINITION
CONFIGURATION

Creating a Resource Filter
Duplicating a resource filter
Modifying a resource filter
Deleting a resource filter
Description of types of criteria and groups

USE

Triggering a filter
Create a resource filter based on a search
Use by other functionalities
Use in the planner

15. Selection filter

DEFINITION
USE

In the Schedule view
In the Events view, Gantt events view, Kanban events view
In resource view

16. Customized filter

DEFINITION
RENAMING A CUSTOMIZED FILTER

17. Link

DEFINITION
CONFIGURATION

Creation of a link
Modification to a link
Deleting a link
Deleting all an event’s links

USE

Visualization
Respect links
Link information tooltip
Error message
Use during a compaction of events

18. Pop-up menu

DEFINITION
RESOURCES VIEW

Pop-up menu for the header of the view
Pop-up menu for resources

SCHEDULE VIEW

Pop-up menu of the heading headers
Pop-up menu for resources
Pop-up menu for events
Pop-up menu for the header of the schedule
Schedule pop-up menu
Pop-up menu for links

DIARY VIEW

Pop-up menu for the header of the view
Pop-up menu for events
Pop-up menu for the diary

EVENTS VIEW

Pop-up menu for the view
Pop-up menu for events
Pop-up menu for the heading header

GANTT EVENTS VIEW

Pop-up menu for the header of the view
Pop-up menu for the header of the schedule

KANBAN EVENTS VIEW

Pop-up menu for the header of the view
Pop-up menu for events

EVENTS MAP VIEW

Pop-up menu for the header of the view
Pop-up menu for events
Context-sensitive menus of the events zone

EVENTS REPORT VIEW

Pop-up menu for the view

19. Highlight

DEFINITION
USE

20. Compressing events

DEFINITION
USE

21. Customized

DEFINITION
USE

Customized resource filter
Customized events filter
Customized calendar
Customized time period

22. Private

DEFINITION

23. Free Period

DEFINITION
USE

Common free period
Search dimensions
Control Total, Events Reports and Load Plans

24. Refresh

DEFINITION
USE

Manual refresh
Automatic refresh
Common update delay

25. Search

DEFINITION
USE

“Search” function
Quick, “full text” search
Create a resource filter based on a search
Search for a heading

26. Event overlap

DEFINITION
USE

Opening/closing an overlap
Opening/closing all overlaps
Prevention of overlaps

27. Achievement

DEFINITION
CONFIGURATION
USE

Viewing
Direct modification from within the view
Modification by editing events
Use by other functionalities

28. Repeating an event

Horizontal repeating of events
Every
Worked
Same day
Repeat until
Number of repetitions
Settings
Worked events
Vertical repeating of events
Repeating group
Repeating the note, the form, the valuation items
Repeating events from a selection
Settings
Selecting resources

29. Selection

DEFINITION
RESOURCES

Selecting a resource
Selecting multiple resources
Resource selection window

EVENTS

Selecting an event
Selecting multiple events

LINKS

Selecting a link
Selecting multiple links

30. Worked

DEFINITION
USE

The type of period worked
Worked Event

31. Sort

DEFINITION
USE

Data sorting in table mode
Data sorting in detail mode
Saving
Sorting elements in a list

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