SCHEDULE 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 visual planning ... button in the view header then on Display settings.

In all cases, a window appears.

schedule view display settings

Resources row tab

schedule view display settings resources

Sort the default editor

If enabled, this button is used to sort a resource’s editor in the order chosen in the Description headings field, then in order of the Global Settings, for headings which are not visible in the view.

If disabled, the headings are sorted in the order of headings defined in the configuration of the dimension in the Global settings.

 

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.

Sort in ascending order

Enable this button to perform an ascending sort on the heading defined below.

If it is disabled, the resources are sorted in reverse alphabetical order of the heading.

 

Sort by

Choose the first heading to manage the sorting of resources.

 

All headings

Enable this button to display all the headings of the resources.

 

Headings

If the previous button is disabled. Choose the headings to display.

These headings can be chosen from:

  • all the dimension’s headings,
  • headings of dependent resources,
  • resource settings (hourly calendar, daily calendar and the creation rule),
  • the resource‘s history attributes,
  • comments attributes (Last Post Date and Last Post User).

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

vp7_en_choix_rubriques_attributs

In the left-hand part choose the headings to display by dragging them from left to right using the arrows.

fleche_horizontale

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

fleche-vertical

Click on OK to confirm your choice.

 

Background color

You can view resources with a background color.

This color can be:

 

 

Warning

Only persistent headings can be defined as a background color.

Size of icons

Choose the size of icons from 16 to 64 pixels.

 

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.

 

Display icons

Enable this button to define the display of the resources’ icons, where applicable.

 

Display row numbers

Enable this button to display the row numbers to the left of the resources.

 

Display totals

Enable this button to display an additional row at the bottom of the view. This row performs calculations on certain headings:

  • total of numerical values,
  • mean of values as a percentage.

 

Display short names

Enable this button to not display the headers of dimensions to which the headings to be displayed belong.

 

Allowed filters of ‘Dimensions’

Choose the dimension filters that will be visible and available for use in this view.

SCHEDULE tab

 

This tab is for configuration of the schedule grid.

schedule view display settings schedule

Daily calendar

From among the existing daily calendars, choose the one to be seen as the background color for the planner grid.

Note

This calendar is not necessarily from the view’s resources.

Hourly calendar

Among the existing hourly calendars, choose the one to be seen as the background color for the diary grid.

Note

This calendar is not necessarily from the view’s resources.

Column width

Enter a numerical value corresponding to the width in pixels of each column in the planner grid.

 

Font

Choose the font for the view header elements.

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.

Set to the current date

Enable this box to set the planner to the current date, the first time the view is started.

 

Time scale

Select the time scale of the view.

It is proposed depending on the selected scrolling mode:

  • For continuous scrolling, the scale can be by year, semester, quarter, month, week, day, 1/2 day, 1/3 day, 1/4 day, hour, 1/2 hour, 1/4 hour, 10 minutes or 5 minutes,
  • For day scrolling, the scale can be by hour, 1/2 hour, 1/4 hour, 10 minutes or 5 minutes,
  • For week scrolling, the scale can be by day, 1/2 day, 1/3 day, 1/4 day, hour,
  • For month scrolling, the scale can be by day, 1/2 day, 1/3 day, 1/4 day,
  • For year scrolling, the scale can be by month, quarter, semester.

Scroll to the current date

Enable this button to set the schedule to today’s date each time it’s opened.

Scroll

You can define the view scrolling method when using scroll arrows.

The possibilities are:

  • Free: the schedule scrolls like a continuous, endless document,
  • Day: the planner can only be viewed day by day The view always represents a single entire day. The view always represents a single entire day,
  • Week: same as Day. The view always represents a single entire week,
  • Month: same as Day. The view always represents a single entire month,
  • Year: same as Day. The view represents a single entire year.

 

Horizontal grid

If enabled, this button is used to display the separation lines in the schedule.

When the horizontal grid is enabled, the grid is also diplayed on the resource lines.

vp7_en_vue_planning_onglet_planning_grille_horizontale

If this button is disabled, the altering row colours of the resources and schedule section is automatically applied.

The colour of the schedule is applied to the entire view if no resource background colour is selected in the display settings.

The line colors are darker on nodes (tree mode) as well as frozen columns.

Display hourly calendars

Enable this button to display the hourly calendars of the resources.

 

Non working days

Enable this button to display the days whose period type is non working.

Night hours

Enable this button to display the night hours.

These night hours are determined by the start and end times explained below.

 

Vertical grid

Enable this button to show the vertical grid on the planner.

 

Display weeks

Enable this button to display the week numbers next to the date on the schedule.

This option is only necessary when the time scale is:

  • Day,
  • 1/2 Day,
  • 1/3 Day,
  • or 1/4 Day.

 

Start hour

Each day can be limited by a start time and an end time.

These times are the same for every day in the view, regardless of the time scale.

Specify the start hour for the days.

This start hour is only necessary when the night hours option is disabled.

This start hour is not linked to the hourly calendars.

 

End hour

Each day can be limited by a start time and an end time.

These times are the same for every day in the view, regardless of the time scale.

Specify the end time for the days.

This end hour is only necessary when the night hours option is disabled.

This end hour is not linked to the hourly calendars.

 

Period

Each Schedule view is limited by a start date and an end date.

Here, you must specify the the associated Time Period used to limit the schedule display.

They can be fixed or variable delimiters, depending on the current date.

No event outside this period can be visible in the view.

Background color

You can choose the view’s background color.

This color is for days and times where the type of period does not have a color.

This choice also applies to the resources background color if no such color is specified.

Contrast of the grids / backgrounds

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

Load all rows

Enable this button when starting the view to load all the events of all the rows corresponding to the view filter, even those that are not directly visible on screen.

 

Display the current date line

Enable this button to display the day’s date and current time via a vertical line.

vp7_en_vue_planning_onglet_planning_date_actuelle

Display links

Enable this button to display the links between events in the view.

Only lines with events

Enable this button to only display resources with at least one event in the period displayed.

Caution

This option is not available in continuous scrolling mode.

Events tab

 

This tab is for configuration of the duration bars.

Dimension for border color

This list enables you to choose the dimension whose resources color will be used as the time bar border color.

Use the bouton-crayon button to edit the chosen dimension and modify its default color.

Border thickness

You can define the thickness of this colored border by modifying the numerical value of this thickness.

 

Dimensions for background colors

The duration bar background color can be:

  • none,

  • one color if a single dimension is chosen to show the color,

  • or multi-colored if several dimensions are chosen to show the color.

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

visual planning 8 view icon properties

In this window, simply drag them from left to right using the arrows:

fleche_horizontale

You can also sort the order of appearance of dimension colors in the time bar using the sorting arrows.

fleche-vertical

Word wrap

Enable this button to force a line return in duration bar texts depending on their widths.

 

Fixed height

Enable this button to set the same row height for all schedule events.

 

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.

Text on duration bars

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 duration bar using the sorting arrows.

fleche-vertical

Show according to the calendar

Enable this button to cut the event duration bars:

  • according to the hourly resource calendars if the time scale is less than one day,
  • according to the daily resource calendars if the time scale is more than one day.

The events will then be displayed cut if they overlap non working periods.

 

On one line

This button is used to put:

  • All the labels on the same line, if enabled;

  • One label on each line, if disabled.

 

Separator

If display of the labels is on one row, it is necessary to define one or more characters to separate the labels.

 

Display titles

Enable this button to display the label names visible on the duration bar.

 

Position

You can choose the position of the labels in relation to the duration bar.

The possible choices are as follows:

  • Left,

  • Right,

  • Center,

  • External. In this last case, the labels are visible outside the time bar, to the right.

 

Always visible

Select this button to make the icons visible even if the time bar is narrower than the icon.

 

Position of icons

You can display one or more icons on the time bar.

These icons can be aligned:

  • to the left,

  • or to the right of the duration bar.

 

Dimensions icons

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

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

choose dimension

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

fleche_horizontale

You can also sort the order of appearance of dimension icons in the time bar using the sorting arrows.

fleche-vertical

Size of icons

Choose the size of icons from 16 to 64 pixels.

Linked event filter

You can show the linked events of dependent dimensions.

Choose an events filter to select the events to show from the dimensions chosen on the resource headings from the Schedule View’s dimension.

The following options are available:

  • All,
  • Customize the filter,
  • Select a public events filter,
  • Select a private events filter.

Display extra events

To show linked events, you must choose the resource headings that belong to the active Schedule View.

 

Display the progress bar

You must enable this button to display the progress status on the duration bar.

 

Progress color

You can choose the progress bar color by left-clicking on the color.

The color map then opens.

 

Position of the bar

This choice list enables you to define the position of the progress bar on the duration bar.

This position can be:

  • High,

  • Center,

  • Low.

 

Urgent color

The urgent color indicates the event’s status is urgent.

It is visible

  • as the progress bar color,

  • or the border color.

You can choose the color of the progress bar by left-clicking on the color.

The color map then opens.

Important

This is only useful if the achievement is manual. In automatic achievement mode, the event cannot be urgent.

Sort in ascending order

Enable this button to sort the resource’s events in ascending alphanumeric order.

 

Labels for sorting

You can sort events planned on a resource according to one or more selected labels.

 

Event filters allowed

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

 

Tooltips as duration bars

You can display different information in the duration bars and the tooltips.

By disabling this button, the information displayed in the tooltip can be different from the information shown in the duration bar.

 

Text of tooltips

If the previous button is disabled, you can modify the tooltip labels.

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

Workloads tab

schedule view display settings workload

Display total

Enable this button to display an additional workload that calculates the total of visible workloads.

 

Display workloads

Enable this button to display the workloads selected below in the Schedule view.

 

Workloads

Choose the workload(s) to display in the Schedule view.

Printing tab

schedule view display settings printing

Use this tab to define the view printing s

Number of periods per page

This is the number of periods per page that will be displayed.

 

Time by page

This is the type of period that will be used (day, week, month) to determine the number of periods above.

 

Restrict to events

Enable this button to restrict printing to the shortest period containing events.

The first period displayed will be the period containing the first events in the period defined below.The last period will be the period containing the last events in the period defined below.

 

Period

This is the data printing period (this month, this week, this year, customized period, etc.).

 

Footer

To define the printing footer:

visual planning 8 print header

 

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 header

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 break on heading

This enable you to print one page per row, row after row, according to the resources sorting heading.

 

Page setting

 

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.

‘Serpentin’ mode

Enable this button to place several printing rows on the same page, if the page height permits.

 

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

vp7_en_vue_planning_onglet_synchronisation

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

The possibilities are as follows:

Date

Enable this button to synchronize the schedule date with the date in the other views.

The schedule date is the date in the view’s calendar.

Time scale

Enable this button to synchronize the view’s time scale with that of the other views.

Zoom

Enable this button to synchronize the view’s zoom with that of the other views.

 

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!