Event: use

 

CREATING AN EVENT

 

CREATION METHODS

 

There are several methods for creating an event in VISUAL PLANNING:

 

  • Drag and Drop,

  • Double-click on the schedule,

  • Copy and Paste an existing event,

  • Copy and Paste one resource onto another,

  • Vertical repeat,

  • Horizontal repeat,

  • Automatically, on creation of a resource.

Drag and Drop

Resource onto schedule or agenda

The drag and drop is used to create an event by dragging a resource onto the schedule or agenda of another resource.

 

Resource to resource

You can copy and paste events from one resource to another, using the drag and drop method. This functionality can be used to copy and paste all events from a Resource 1 to a Resource 2.

To do this, drag Resource 1 onto the line of Resource 2 of the same dimension at a given date on the schedule.

The following window opens:

evenement-drag-drop-ressource

There are three possible options:

 

  • Yes, from first: All events from Resource 1 will be pasted into the schedule of Resource 2, the first event will start on the date chosen during the drag and drop.

  • Yes, from last: All events from Resource 1 will be pasted into the schedule of Resource 2, the last event will end on the date chosen during the drag and drop.

  • No: No event will be copied.

Tip

It is also possible to directly drag a resource 1 onto a resource node (tree mode) at a given date in the schedule. This will have the effect of copying all the events of this resource 1 on all the resources that are included in the node.

Double click on the schedule

Double click on the schedule of the chosen resource. The event edit window will open, allowing a new event to be created.

Add a new event

Right-click on the schedule of the chosen resource > a pop-up menu will appear > Select Add a new event.

ajouter-evenement

There are two possibilities:

 

  • The resource is associated with a single hierarchy,

  • The resource is associated with multiple hierarchies. You must select a hierarchy.

Duplicate an event

Copy and Paste a selection of events

After selecting of one or more events, it is possible to duplicate them.

This duplication may be carried out on other resources, at other dates, within the same view or into a different view.

It can also involve child events to several parent events.

To do this:

  • Right-click on the selected events > Copy,
  • then Click on the appropriate point > Paste.

It is also possible to use keyboard shortcuts:

  • After selecting one or more events: Ctrl + C,
  • Click on the appropriate point > Ctrl + V.
Duplicating a selection of events

After selecting one or more events, it is possible to duplicate them.

To do this:

  1. Right-click on the selected events > Duplicate,
  2. This will open an events editing window. Click OK.
Duplicating using drag and drop

You can easily duplicate an event by holding down the SHIFT key then dragging and dropping the event onto another date or resource.

This functionality only exists in the Schedule view.

 

Repeat an event

There are three types of repeats in VISUAL PLANNING:

  • Horizontal repeat,
  • Vertical repeat,
  • Repeat on selection.
Horizontal repeating of events

You can repeat, over time, the selection of one or more events.

You can also repeat child events.

To do so, right-click on the selection of events > More tools > Repeat > Horizontally.

The following window opens:

repetition-horizontale

Every

Select the repetition period. This period may be numerical quantities for:

 

  • Year,

  • Semester,

  • Quarter,

  • Month,

  • Week,

  • Day,

  • 1/2 Day,

  • 1/3 Day,

  • 1/4 Day,

  • Hour,

  • 1/2 hour,

  • 1/4 hour,

  • 10 minutes,

  • 5 minutes.

Worked

If enabled, the Working button indicates that the period defined above will apply to working days only.

Caution

If this button is disabled, the event to be repeated must be positioned on on-working periods.

Same day

If enabled, the Same day button serves to apply the repeats every month on the same day of the month.

Example: Every first Monday of the month

Repeat until

Define the end date for the repetition. In this case there is no need to specify the number of repeats.

 

Number of repetitions

Define the number of repetitions. In this case there is no need to specify the end date of the repeat.

 

Settings

Repeating group

A Repeating group can be created for newly created events.

This functionality allows the user to assign a “group” attribute to all events created within this repetition.

From then on, when editing an event belonging to such a group, a dialog box prompts the logged on user to specify whether the edit should be applied to the selected event only or to all events in the group.

When all events are to be edited, the edit fields for the dates and durations are removed from the dialog box. During validation, all modifications are then propagated to all events within the group.

Important

A modification to the duration of an event, by drag and drop methods, only modifies the selected event, even if it is part of a repeating group.

Warning

An event belonging to a repeating group cannot be cut, compacted, sub-divided or repeated.

Repeating the note, the form, the valuation items

It is also possible to select several characteristics which you can choose not to repeat in newly created events.

These characteristics are:

  • the note,
  • the form,
  • the valuation items.

Worked events

For the repetitions of at least one repeating event, you must define the behavior to be accepted by the horizontal repetition.

There are three possible cases when a worked event must be created during an unworked period:

  • Non-creation of a repeat event,
  • Creation of a repeat event during the closest possible future worked period,
  • Creation of a repeat event during the closest possible past worked period.

Vertical repeating of events

In the planning view, it is possible to repeat a selection of one or more events on the other visible resources.

To do this, right-click on the event selection > More Tools > Repeat > Vertically.

The following window opens:

repetition-verticale

Repeating group

A Repeating group can be created for newly created events.

This functionality allows the user to assign a “group” attribute to all events created within this repetition.

From this moment onwards, when editing an event belonging to such a group, a dialog box asks the logged on user whether the edit should be applied to the selected event only or to all events in the group.

In any case where all events are modified, the edit field for the resource and principal dimension is deleted from the dialog box. During validation, all modifications are then propagated to all events within the group.

Important

Modifications to the duration of an event, using the drag and drop method, modify all events in the repeating group.

Warning

An event belonging to a repeating group cannot be cut, compacted, sub-divided or repeated.

Repeating the note, the form, the valuation items

It is also possible to choose several characteristics which cannot be repeated in newly created events.

These characteristics are:

  • the note,
  • the form,
  • the valuation items.

Repeating events on selection

In the planning view, it is possible to repeat a selection of one or more events on the other visible resources.

To do this, right-click on the event selection > More Tools > Repeat > On selection.

The following window opens:

repetition-selection

Repeating group

A Repeating group can be created for newly created events.

This functionality allows the user to assign a “group” attribute to all events created within this repetition.

From this moment onwards, when editing an event belonging to such a group, a dialog box asks the logged on user whether the edit should be applied to the selected event only or to all events in the group.

In any case where all events are modified, the edit field for the resource and principal dimension is deleted from the dialog box. During validation, all modifications are then propagated to all events within the group.

Important

Modifications to the duration of an event, using the drag and drop method, modify all events in the repeating group.

Warning

An event belonging to a repeating group cannot be cut, compacted, sub-divided or repeated.

Repeating the note, the form, the valuation items

It is also possible to choose several characteristics which cannot be repeated in newly created events.

These characteristics are:

  • the note,
  • the form,
  • the valuation items.

Resource selection

The resource selection window opens. Select the resources on which the repetition is to be performed and click on the OK button to start the repetition.

fenetre-ressource-repetition

Automatically, on creation of a resource

When the Automatic event creation button is activated, when a new resource is added, an event is automatically placed, by default on the current date.

 

Converting a dimension into events

It is possible to convert resources in a dimension into events.

Warning

  • The dimension will then disappear and all resources will be transformed into events.
  • A minimum of one date and one resource type headings are required.

The following characteristics will also be taken into account:

  • If there are several date headings, the first two headings, in alphabetical order, will be taken into account as start and end dates,
  • The resource headings will be added as resources for the event,
  • The other headings of the dimension will be put in a form. The form will have the same name as the dimension.

 

Creation process

 

Before authorising the creation of an event, VISUAL PLANNING will perform a number of checks.

It checks :

  • The Resources associated with the event,
  • The creation rules,
  • Event hierarchies,
  • Permissions,
  • Constraints.

 

VISUAL PLANNING checks the resources associated with the events :

  • Those used in the drag and drop,
  • and the resources linked to them via the resource type headings.

 

Creation rules

Then, the creation rules are applied according to all the associated resources.

These creation rules allow you to add or replace resources and to give the other characteristics of the event.

If a resource has no creation rules, then it is impossible to create an event from it by drag and drop.

 

Event hierarchies

VISUAL PLANNING then checks that at least one event hierarchy allows the creation of an event from the selected resources.

VISUAL PLANNING checks not only the resources used for drag-and-drop, but also the resources linked to them via the Resource headings.

Three cases are possible:

  • No hierarchy allows this association of resources: no event is created,
hierarchie-aucun-evenement
  • A hierarchy authorises this association of resources: the event is created,
  • A hierarchy authorises the creation of the event with the selected resources but requires the addition of one or more other resources: VISUAL PLANNING then asks to select the additional resource(s) to be added. Once the necessary resources are assigned to the event, the event is created. The order of appearance of the mandatory dimensions corresponds to the order of the dimensions selected in the hierarchy window.

 

Permission

VISUAL PLANNING checks in the Permissions that the user is allowed to create this type of event.

There are two possibles cases :

  • The user is allowed to create the event: an event is created,
  • The user is not authorized to create the event: a message appears and no event is created.

 

Constraints

Finally, VISUAL PLANNING checks whether a constraint must be respected for the event to be created.

There are 4 types of constraints:

  • Coherency constraints,
  • Target constraints,
  • Time gap constraints,
  • Threshold constraints linked to control column headings or operation type headings.

There are three possible scenarios:

  • There are no constraints on the event: the event is created.
  • The event is in contradiction with a constraint and VISUAL PLANNING informs the user, the following message appears automatically:
contrainte-avertissement

A constraint of this type is called “Warning constraint”, it allows the user to choose whether or not to create the event despite the fact that a constraint is not respected.

  • The event is in contradiction with a constraint and VISUAL PLANNING forbids the creation of the event: no event is created.

The following window opens automatically:

contrainte-interdiction

A constraint of this type is called a “Imperative Constraint”, there is no way for the user to create an event despite the prohibition of the constraint.

    Manipulating an event

    Events display

     

    Events can be displayed in a Schedule View, a Diary View, a Gantt Event View, a Kanban Event View or an Events View.

    Example :

    Displaying an event in a Schedule View.

    evenement

    You can also see certain of their characteristics via the time bars, notably their tooltips, in a Schedule or Diary view.

    You can also see the same events in different views simultaneously.

    To facilitate the multi-view display, you can synchronize the characteristics of several views.

     

    Assignment of resources

    Modifying the resources of an event triggers the application of the creation rules, as well as the verification that the events hierarchy is compliant.

    To assign additional resources to an event, either:

    • Double-click on the event > Select the resource bouton-select
    • Right-click on the event > Modify
    • Right-click on the event > Assign (See Assignment)
    • Ctrl + Drag and Drop a resource onto the event

    Depending on existing hierarchies, the assignment of a resource to an event may lead to:

    • either adding/modifying the resource on the list of resources already assigned to the event (maximum one resource per dimension)
    • or, create a child event which will possess all of the resources of its parent as well as this additional resource.

    Modifying the properties of an event

    Modifying the resources of an event triggers the application of the creation rules, as well as the verification that the events hierarchy is compliant.

    To modify the properties of an event, right-click on an event > Modify.

     

    Deleting an event

    To delete an event, either:

    • Right-click on the event > Delete
    • or Select the event + press the Del key on the keyboard.

    The following message appears:

    evenement-suppression

    You can then click on:

    • Yes, to confirm the event’s deletion,

    • No to not delete the event.

    To delete a selection of events, either:

    • Right-click on the selected events > Delete

    • or Select the events + press the Del key on the keyboard.

    The following message appears:

    evenement-suppression-selection

    You can then click on:

    • Yes, to confirm the event’s deletion,
    • Yes to all to confirm the deletion of the entire selection,
    • No to not delete the event,
    • Cancel to cancel the deletion of the entire selection.

    Once deleted, the event or selection no longer exists anywhere in the schedule.

    You can cancel this deletion using the Cancel button or by pressing Ctrl + Z on the keyboard.

     

    Deleting a dimension’s events

    You can delete a number of events of a given dimension up until a given date.

    Selecting an event

    To select an event, you simply click on it.

     

    Selecting multiple events

    It may be useful to be able to select multiple events, in order to be able to then apply a common processing: move them, delete them, modify their properties, etc.

    There are various methods available to select multiple resources. They can be combined together.

     

    CTRL + left click

    The simplest method is to left-click in order to select the first event, then click on the following events while holding down the Ctrl key on the keyboard.

     

    Selecting by rectangle

    To do this, left-click to select the event in the top left of the rectangle to be selected, then click on the event in the bottom right while holding down the Shift key on the keyboard.

    This selection is restricted to the events rendered visible by any active filters.

    Extending a selection

    To do this, right-click on one of the selected events.

    The pop-up menu proposes:

    • Horizontally (to the right, to the left, in both directions),

    • Vertically.

    These extensions to the selection are restricted to the events rendered visible by any active filters.

    Ctrl + A

    You can select all the events visible in a view.

    This view may be:

    • a Schedule View,

    • a Diary View,

    • a Gantt Events View,

    • or an Events View.

    To do this, simply select, within this view, the section that contains the events and press Ctrl + A.

    Caution

    For Schedule views and Events views, this selection takes into account all events that respect the filters used by the view and included within the time period defined by the view.

    Using filters to make a selection

    To modify or delete all events with a certain characteristic, simply apply a filter displaying only these events before selecting them all and applying the modification.

    Any events excluded by this filter are saved.

     

    Selecting related events

    When using links, you can apply a selection to all events connected by links.

    To do this, right-click on an event > Select linked events.

    Compaction of events

    DEFINITION

    Compaction allows the user to position a selection of events one behind another, without a free space between them, or with a fixed time between events.

    The pivot event is that on which the right click is applied.

    The compaction order is based on the start date then, if these are the same, the creation date.

     

    USE

    Select the events to be compacted.

    -evenement-selection

    Then, Right-click on the events >More tools > Schedule events taking care to choose the pivot event (by right-clicking on it).

    evenement-ordonnancement
    The following screen appears:
    evenement-ordonnancement-parametres

    Select the time interval to be inserted between each event, then click on OK.

    You can also create links between compacted events. The links created will be Start-End links.

    The events are then compacted in this order: by start date then, if these are the same, by creation date.

    evenement-ordonnancer-resultat
    During multiple uses of the functionality, the last parameters chosen are preserved by default.

    Moving an event

    DEFINITION

    The shifting of events is used to modify the start date for a selection of events.

    This functionality is particularly useful for a shift over a large time scale.

    USE

    After selecting one or more events, you can move them. There are several methods available to carry out this action.

    Drag and Drop

    It is possible to perform this shift using a drag and drop within a Schedule view.

    This type of modification is suitable for changes over a short period.

    If the event’s resources change during this drag and drop operation, then the creation rules are re-applied.

    The shift may not be possible, depending on the:

    • hierarchies,
    • constraints,
    • user rights.

    Properties of the event

    By right-clicking on the event > Properties or by double-clicking on the event, it is possible to modify the start date, which initiates the shift, once validated.

    For a multiple selection, all the events are positioned at the same start date.

    The resource are not modified, and thus the creation rules are not recalculated.

    The shift may not be possible, depending on the:

    • hierarchies,
    • constraints,
    • user rights.

    Shift

    Finally, it is possible to carry out this movement operation using a dedicated functionality.

    This functionality does not modify the resources, and thus the creation rules are not recalculated.

    The shift may not be possible, depending on the:

    • hierarchies,
    • constraints,
    • user rights.

    To use this functionality, you must right-click on a selection of events > More tools > Shift.

    The following window opens:

    evenement-deplacer

    The Shift drop-down list provides two values, allowing two different behaviors:

     

    • To a date,

    • On an interval.

    Shift to a date

    Used to move all selected events.

    In this case, you must give:

    • The start day

    • The start time (for hourly events only).

    The specified date is the start date for the event, selected by a right click.

     

    Shift on an interval

    This is used to move all selected events to an identical time interval.

    The time gap between events is preserved, unless the calendars need them to be modified.

    In this case, you must give:

    • The direction of the movement:

      • forwards,

      • backwards.

    • Number of days,

    • Number of hours (for hourly events only),

    • Number of minutes (for hourly events only),

    • Worked or not.

    Sub-dividing an event

     

    You can sub-divide an event into two separate events with the same properties

    This operation can also be carried out on a selection of events.

    Simply Right-click on the selected events > More tools > Split.

    The sub-division takes place to the left of the cursor’s position.

    If the event to be sub-divided has a valuation item with a fixed value, the following window will appear:

    evenement-diviser-poste-valo

    Click on:

    • Yes” or “Yes to all” (if multiple events have been selected simultaneously) to apportion the value of the valuation item in line with the duration of each event resulting from the sub-division;
    • No” or “Not to all” (if multiple events have been selected simultaneously) to retain the initial value for each of the events resulting from the sub-division.

    Fragmentation of events

    It is possible to split an event into as many periods as the schedule allows.

    This operation can be performed on a selection of events.

    To do so, right click on the event selection > More tools > Fragment events

    The fragmentation is done according to the scale of the schedule, there will be as many events as periods crossed by the initial event.

    If the event to be split has a valuation item with a fixed value, the following window appears:

    evenement-diviser-poste-valo

    Click on:

    • Yes” or “Yes to all” (if multiple events have been selected simultaneously) to apportion the value of the valuation item in line with the duration of each event resulting from the fragmentation;
    • No” or “Not to all” (if multiple events have been selected simultaneously) to retain the initial value for each of the events resulting from the fragmentation.

    Inserting an event

    It is possible to insert an event on another target event and thus split the latter or shift it.

    To do this, select the event to be inserted, drag it onto the other event while holding the CTRL key and drop it at the desired insertion date.

    Depending on where the insertion is made, the behaviour of the target event will be different.

    • If the event is dropped at the very beginning of the target event, then the target event will be shifted,
    • If the event is dropped into the target event at a different time than the start of the target event, then the target event will be split on either side of the inserted event.

    Searching for events

    All VISUAL PLANNING users may, in addition, carry out searches for one or more resources in the Schedule view and in the Resources view.

    “Search” function

    The search for resources or events can be accessed as follows:

    • Right-click on a heading or attribute > Search,

    • Right click on the header of the view > Search,

    • or directly using the Search button in the resource selection window.

    The following window appears:

    evenement-rechercher

    Now choose the different characteristics of the request, then click on:

     

    • Cancel to cancel the search,
    • OK to launch the research and close the window,
    • Apply to launch the search and keep the window open in order to perform another search,
    • Previous search to obtain the resources resulting from the previous search,
    • Create a filter to filter the resources whose criteria are all of the criteria defined in the successive searches.

    Heading

    This list shows all the headings for the dimension the search can be carried out using.

     

    Condition

    Select a condition from the list of possibilities, depending on the type of heading:

     

    • equal to,
    • not equal to,
    • contains,
    • doesn’t contain,
    • starts with,
    • doesn’t start with,
    • ends with,
    • doesn’t end with,
    • greater than,
    • less than,
    • greater than or equal to,
    • less than or equal to,
    • is included in,
    • is not included in.

    Value

    Enter the value for the search from the same type of heading.

    In addition, there are two options:

     

    Add to visible results

    If this box is checked, the resources found are added to the list of already displayed resources.

     

    Search visible results only

    If this box is checked, the resources found are chosen from the previously displayed resources. Those not already displayed remain excluded.

     

    Quick, “full text” search

    You can perform searches directly on all the elements displayed in view in table mode (resource or events views).

    To do so:

    • either click on the magnifier bouton-trois-points at the top of the view and enter the characters you wish to search for in the window displayed,
    • or press Ctrl+F on the keyboard to show the search window in the top right of the screen.

    The search takes into account the elements contained within the view.

    Caution

    The “full text” search function cannot be used on a Schedule View nor on a Events Map view

    Events filter

    You can create filters for named events or to apply selection filters.

    Sorting events

    You can sort the events within the events view.

    Overlap of events

    Two events may be super-positioned over the same resource on the same date. This super-positioning is known as Doubling up.

    Opening/closing an overlap

    The existence of an overlap of resources is highlighted by the appearance of a small arrow, to the left of the resource.

    By clicking on this arrow the overlap is:

    • either closed: the events are superimposed,
    evenement-superposition
    • or opened: the resource is expanded as far as necessary so that all overlapping events are visible.
    evenement-superposition-open

    Opening/closing all overlaps

    The “master” arrow to the top left of the lines allows the user to open or close all overlaps in a single operation.

    evenement-superposition-fleche

    NB: The position of this “master” arrow is logged in the Favorites display.

     

    Prevention of overlaps

    Finally, it is possible to prevent or restrict overlaps by creating Constraints for this purpose.

    Links between events

    You can create links between events.

    Importing events

    You can import one or more events.

    Exporting events

    You can export one or more events.

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