Target constraint: configuration

 

Creation of a target constraint

 

To create a target constraint, go to the Settings menu > Click on Constraints > Create a target constraint on the add button button > Select a dimension.

The following window is then enabled:

target constraint configuration

Specify the characteristics of the constraint, then confirm by clicking on the OK button.

A target constraint has the following characteristics:

 

Name

Give the constraint a name.

 

If the multi-language management is activated in the Admin center, it will be possible to fill in a name for this constraint in the proposed languages by clicking on the v7_adm_en_parametres_generaux_symbole_multilangue button.

Note

Name of the constraint in french Double affectation
Name of the constraint in english Dual Assignment
What is seen in a FR desktop Double affectation
What is seen in a EN desktop Dual Assignment

Description

Give the constraint a description. This data is optional.

If the description is entered, the text in this field is the information displayed if the constraint has not been respected. (See Constraint not respected).

If the multi-language management is activated in the Admin center, it will be possible to fill in a name for this constraint in the proposed languages by clicking on the v7_adm_en_parametres_generaux_symbole_multilangue button.

Note

Description in french Cette personne est déjà occupée !
Description in english This person is already busy!
What is seen in a FR desktop Cette personne est déjà occupée !
What is seen in a EN desktop This person is already busy!

History

This represents the creation date and time and the most recent change to the Constraint, together with the login of the user who made the change.

This property is updated automatically.

 

Activated

If enabled, this button activates the constraint (See below Activation / Deactivation)

 

Specific

Type of constraint

There are three possible options:

 

  • Warning: in this case, a message will appear to warn of a non-respect of the constraint,
  • Prohibition: in this case, an error message will appear to stop the constraint being continually broken,
  • Authentication: in this case, a message will appear to invite the user to re-enter his password.
Mark warning

If enabled, this button is used to outline the event with a dotted line if the constraint is not respected. Otherwise, the event will be outlined by a continuous border.

 

Resources filter

This filter defines the resources to which Constraint applies.

You can:

  • select an existing filter,
  • or create a custom filter specific to the constraint (see Customized). To do this, select the Customized comment, then click on the bouton crayon button.
For all resources or individually for each resource
target constraint 6

State whether the verification of the constraint should be carried out, for:

  • all filtered resources, in one attempt;
  • or, all resources, individually.
Events filter for triggering

This filter defines the events that trigger the verification of the constraint.

You can:

  • select an existing filter,
  • or create a custom filter specific to the constraint.
Calculation
  • Number of events,
  • Duration in hours,
  • Duration in days,
  • Workload in hours,
  • Workload in days,
  • Achievement,
  • Valuations,
  • Form numerical values.
Events filter for verification

This filter defines the events triggering the verification of the constraint.

You can:

  • select an existing filter,
  • or create a custom filter specific to the constraint.
Objective not to be exceeded
  • fixed value: specify a numerical value.
  • heading value: specify the name of a numerical heading, persistent control total, persistent operation or persistent events value (numerical values only).
Time period
target constraint for each period
  • At each moment: in this case you can only calculate the number of events (See Calculation).
  • Every: in this case you must select a frequency and give a start date for this period.

There are two possibilities for the definition of the reference date:

  • The reference date is defined in the configuration of the constraint. In this case the verification is based upon this data and the pre-configured frequency period.
target constraint configuration 8
  • The reference date is not defined in the configuration of the constraint. In this case, the reference date used for the verification of the constraint is the start date for the event being manipulated (creation/modification).
target constraint configuration 9

Modification of a target constraint

 

To modify a target constraint, simply go back to the Global Settings and modify the constraint as required. (See Creation).

Modifications made to a constraint will only affect future created or modified events.

Events that existed before this modification will not be changed.

Activation/deactivation

 

A constraint may exist without being active. It must be activated to function.

To see whether a constraint has been activated, go to the Settings.

  • An active constraint is preceded by the constraint button ok symbol
  • An inactive constraint is preceded by the constraint button deactivated symbol

To activate an inactive constraint there are two possibilities:

  • Right-click on the constraint > Activate,
  • Select the constraint then enable the Activate button.

To deactivate an active constraint there are two possibilities:

  • Right-click on the constraint > Deactivate,
  • Select the constraint then disable the Activate button.

Deleting a target constraint

 

To delete a target constraint, Right-click on the target constraint > Remove.

The deletion of a target constraint does not modify the planning data.

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