Each schedule must be configured prior to use.

The configuration for each schedule remains within an installation of VISUAL PLANNING. We can therefore implement a number of different configurations for a single installation.

The configuration include all functions defining the adaption of a schedule to the needs of the users. During the configuration, the primary entities, covered by the schedule, in particular those dimensions concerning Resources, are defined. These may be:

  • persons,
  • clients,
  • equipment,
  • tasks,
  • projects,
  • worksites,
  • etc.

These entities, and the headings detailing their structure, are fundamental, permanent elements of the configuration of a schedule.

Other, less fundamental elements are defined during the design of the schedule, or added at a later date:

  • Dimensions,
  • Forms,
  • Events hierarchies,
  • Rules for creation,
  • Calendars,
  • etc.

The filters, displays and favorites display are used to complete this configuration and to achieve the simplicity needed for day to day use of the tool.

These last functions are of primordial importance ads they provide a non-negligible time saving to the Schedule.

The configuration functions are grouped together under the Global Settings menu.


The operational facility of the VISUAL PLANNING software is immediately visible through the Scheduling Database (principally Events and Resources).

This data is defined in the configuration. This structures the architecture of VISUAL PLANNING, for example, as:

  • CRM management,
  • Worksite management,
  • Project management,
  • Management of interventions / Aftersales,
  • Fleet management,
  • Personnel management,
  • Production management,
  • etc.

During the initial setup of VISUAL PLANNING, the configuration stage is vital.

Entities relating to the configuration must be handled with care. Their importance must not be ignored.

Functions impacted by configuration modifications

All entities defining structural elements are impacted:

  • Dimensions,
  • Headings,
  • Forms,
  • Valuation items,
  • Event creation rules,
  • Event hierarchies,
  • Time periods,
  • Period types,
  • Daily calendars,
  • Hourly calendars,
  • Hourly templates,
  • Daily calendar models,
  • Workflows.

Functions non impacted by configuration modifications

The life of a schedule does not require regular modifications to the configuration.

All data that can be handled by the VISUAL PLANNING tool is not covered by this warning:

  • Events,
  • Resources

These entities are maintained in a coherent state by the scheduler in the current cycle of the planning phase.

During the whole of the session a scheduler is connected it is always possible, via the cancel function, to take a step backwards. The stepping backwards only concerns the modification of data, and not the modifications to configurations.



Le paramétrage est l’activité la plus sensible et entraînant le plus de conséquences sur l’utilisation du planning, et donc sur l’atteinte des objectifs de simplicité et de rentabilité du produit.

Ce paramétrage exige une bonne connaissance des caractéristiques de VISUAL PLANNING, afin d’en tirer le meilleur parti.

Une prestation de conseil peut s’avérer utile et même indispensable pour définir le meilleur paramétrage adapté à vos besoins.

The configuration is the most sensitive of the activities, with potentially the most serious implications as to the use of the Scheduling, and therefore the achievement of the objectives of product simplicity and profitability.

This configuration work requires an in-depth understanding of the characteristics of VISUAL PLANNING in order to draw the best results.

A consultancy service may be useful, or even indispensable, in definition the best possible configuration for your requirements.

To find out more about the services we can provide: Contact us

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