KANBAN EVENTS VIEW: DISPLAY SETTINGS

 

Access

Important

The display settings are displayed automatically when a view is created.

There are several ways to access a view’s Display Settings:

 

  • Go to Global Settings > Click on Predefined views > Choose the view > Display settings, or

visual planning 8 view-display-settings
  • Go to Display > Click on Display settings, or
  • Click on the vp7_fr_bouton_parametres_affichage button in the view header then on Display settings.

In all cases, a window appears.

kanban display settings

Events List tab

 

Period

You can display events over a period:

  • Free,
  • Day,
  • Week,
  • Month,
  • Year.

Events will then appear according to the chosen period.

 

Dispatch by

It is possible to break down the columns according to a dimension to have a representation corresponding to the Kanban method.

 

Dispatch according to the same dimension as the events view dimension

If the columns are broken down according to the same dimension, dragging-dropping an event from one column to another will modify the event’s resource.

Example: If the breakdown dimension concerns event statuses, an event’s status will change to validated by dragging-dropping the event from the “Requested” column to “Validated”.

Dispatch according to a different dimension from the events view dimension

If the breakdown uses a different dimension from the one used to create the events view, dragging-dropping an event from one column to another will create a new event with the resource from the breakdown dimension.

Example: If the breakdown dimension concerns event statuses, an event with “Validated” status will be created just by dragging-dropping the event from the “Requested” column to “Validated”. The event that had “Requested” status will disappear from the events view but will still exist.

Resource in column

Here you choose the resources that will be distributed to the column.

 

Line number

Choose the number of rows to use to distribute the resources chosen above.

 

Horizontal grid

Enable this button to display or not a clearer demarcation of the lines.

 

Auto Format text

Select this button to display the names of VISUAL PLANNING attributes and entities in the view.

 

Display header label

Enable this button to display the names of VISUAL PLANNING entities and attributes.

Example: Event-Start day:: 24/11/2015 or Start day: 24/11/2015

Display short name

Enable this button to display the names of the dimensions to which the headings to display belong, or the names of the VISUAL PLANNING entities.

Example: Start day: 24/11/2015 or Name: MARTIN

Free text HTML

Warning

This option is only available if the Auto Format text button is disabled.

Right-clicking brings up an HTML editor.

vp7_en_editeur_editeur_html

Here you can create your own visuals for events in the view:

  • By entering formatted or unformatted text,

  • By inserting images, tables and event attributes.

Size of icons

Choose the size of icons from 16 to 64 pixels.

 

Labels

You can choose one or more headings to view for events or event attributes.

Use the bouton-crayon button to open the following window:

vp7_en_choix_rubriques_attributs

To add a label, select the label in the left-hand part, then move it to the right-hand part using the arrows.

fleche_horizontale

You can also sort appearance of data in the time bar using the sorting arrows.

fleche-vertical

Font

Right-click to open the font definition window:

visual planning 8 viw font

You can choose:

  • a font,
  • a style (bold, italics, etc.),
  • a character size.

Free text html

Warning

This option is only available if the Auto Format text button is disabled.

Right-clicking brings up an HTML editor.

visual planning 8 import_ressource_editor_html

Here you can create your own visuals for events in the view:

  • By entering formatted or unformatted text,
  • By inserting images, tables and event attributes.

 

Dimensions Icons

You can choose one or more dimensions to show the event icons.

Use the bouton-crayon button to open the following window:

Right-clicking brings up an HTML editor.

visual planning 8 view icon properties

To do so, simply drag them from left to right using the arrows:

fleche_horizontale

Dimensions colors

Each event’s background color can be:

  • one color if a single dimension is chosen to show the color,
  • multi-colored if several dimensions are chosen to show the color.

Warning

If several dimensions are chosen, the colors will only be visible in Details mode.

In Table mode, only the color of the first dimension appears.

Use the bouton-crayon button to open the following window:

visual planning 8 view icon properties

List of allowed event filters

The list of filters available in the Events view can be shortened by choosing from the existing filters.

 

List of allowed hierarchy

The list of event hierarchies for creating events can be narrowed down by selecting from the list of existing hierarchies.

The creation of events from this view will be reduced to the selected hierarchies only.

 

Allowed filters of ‘Dimension’

Select the dimension filters that will be available for use in this view.

 

Contrast of the grids / backgrounds

Adjust the slider to increase or decrease the contrast of the grids and the background colours of the lines.

Printing tab

kanban display settings printing

Use this tab to define the view printing settings.

Adjusting

To adjust printing to the page size.

The possible adjustments are:

  • None,
  • To the page,
  • To the width,
  • To the height.

The row height when printing on several pages is adjusted to the maximum height encountered during the entire printed period.

 

Footer

To define the printing footer:

visual planning 8 print events footer

 

The following buttons enable you to define automatic information:

  • visual planning 8 page-number-button: Page number,
  • visual-planning-8-number-of-page-button: Number of pages,
  • visual-planning-8-print-date-button: Print date,
  • visual-planning-8-print-time-button: Print time,
  • visual-planning-8-schedule-name-button: Schedule name,
  • visual-planning-8-view-name-button: View name,
  • visual-planning-8-name-of-user-button: Name of user,
  • visual-planning-8-name-permission-group-button: Name of permission group.

You can also type in a specific text directly in the relevant zone.

 

Header

To define the printing header:

visual planning 8 print events footer

The following buttons enable you to define automatic information:

  • visual planning 8 page-number-button: Page number,
  • visual-planning-8-number-of-page-button: Number of pages,
  • visual-planning-8-print-date-button: Print date,
  • visual-planning-8-print-time-button: Print time,
  • visual-planning-8-schedule-name-button: Schedule name,
  • visual-planning-8-view-name-button: View name,
  • visual-planning-8-name-of-user-button: Name of user,
  • visual-planning-8-name-permission-group-button: Name of permission group.

You can also type in a specific text directly in the relevant zone.

 

Page layout

 

The following window appears, where you can define the default page layout settings of the selected view:

vp7_en_impression_mise_en_page

You must specify the page layout characteristics in this window.

You can save this page layout definition in a favorite display.

You must then click on OK to validate the page layout.

 

Show logo

Enable this button to show the logo at the top left in the printing output.

 

Select logo

The logo is an image file that can be displayed in the printing output.

This image is unique for the entire schedule.

Click on […] to display the following window:

vp7_en_impression_selection_logo

Browse the directories to select an image file, then click on the Open button.

Synchronization tab

kanban display settings synchro

Synchronization of a view consists in defining the characteristics that will be dependent on the other views.

The possibilities are as follows:

 

Events filter

You can synchronize the view’s events filter with the events filters of the other views.

 

Resource filter

You can synchronize the view’s resources filter with the filters of the other views.

Print Friendly, PDF & Email
1 Etoile2 Etoiles3 Etoiles4 Etoiles5 Etoiles (3 votes, average : 5.00 on 5)
Loading...
Consulting training

Need training?

Use our consulting services!