RESOURCE

 

A resource is the basic element used by VISUAL PLANNING in the construction of the schedule.

Resources are data, contained in dimensions.

From a professional point of view, resources may be:

  • human resources (administrators, employees, sub-contractors),
  • computer resources (information and IT, etc.),
  • hardware resources (equipment, tools, buildings, rooms, etc.),
  • financial resources (budgets, etc.).

With VISUAL PLANNING, resources can also be:

  • tasks/assignments, projects, phases,
  • absences,
  • statuses.

Any entity which can be scheduled is potentially a dimension and therefore a resource.

Resources can be displayed in the views.

CONFIGURATION

 

The existence of a resource assumes that its dimension already exists.

The configuration of a resource is that of its associated dimension, notably in terms of this dimension’s headings.

USE

 

A resource belongs to a single dimension.

 

Creating a resource

There are several methods of creating a resource:

 

  • Creating a new resource: Right-click on a resource > Add. In this case, certain parameters are pre-entered: those of the dimension associated with the new resource.
  • Duplicate a resource: Right-click on a resource > Duplicate. This second method provides the characteristics of the new resource, pre-entered using those of the resource duplicated.
  • Creating a new resource by assignment: See Assignment.

Heading tab

The first tab is used to enter the resource headings:

ressource-rubrique

Settings tab

The second tab is used to (re)define the other event settings:

ressource-parametres

Among these characteristics (by default: those of the dimension), you will find the following:

Hourly calendar

Define the hourly calendar of the future resource.

Daily calendar

Define the daily calendar of the future resource.

Color

The color of the resource is used to identify the resource itself and/or its events, in the various views.

The color of a resource can be determined by the color of a resource type heading or of the threshold of a calculated heading. This is configured in the dimension.

Icon

The icon of this resource can also be seen in the various views.

You can directly modify a resource’s icon by clicking on the bouton-dossier button in the Settings tab of the resource’s editing window. This button serves to search for an icon located in a specific directory accessible via the workstation of the logged in user.

 

Creation rule

Define the Creation rule of the future events of this resource.

You can choose not to associate any creation rules with the resource.

In this case, the creation of events is not possible from this resource by drag and drop.

Creating a resource from a dimension import

When creating a dimension via a file import, if there are lines in the import file, resources associated with the new dimension are automatically created.

Complete modification of a resource

To modify a resource, Right-click on a resource > Modify or Click on a resource > Ctrl+E.

The window showing the resource properties then opens:

ressource-modifier

Modify the characteristics then click on the OK button

You can also perform a complete modification of several resources at the same time.

To do so, select several resources simultaneously: click on each resource to be selected while holding down the “Ctrl” key.

Then right-click on one of the resources selected > Modify.

The following window is displayed with the number of selected resources in parentheses in the header (in this example: “2”):

ressource-modifier-plusieurs
  • The grayed out headings are those with a different value, depending on the resource.

  • The non-grayed out headings are those with a value that is common to all the resources in the selection.

You can modify these two types of heading.

Caution

The modification of a heading will have an impact on the value of this heading within all other resources selected.

Modifying the value of a resource

To modify the value of a single resource heading, right-click on a resource >More tools > Modify the value.

The resource editing window will then open.

Modify the characteristic then click on the OK button.

As with the complete modification of a resource, you can select multiple resources at the same time (Ctrl + left click) and modify the value of a single heading by right-clicking on the header of the heading > More tools > Modify the value.

The number of resources selected will appear in brackets in the header of the popup.

ressource-modifier-valeur

Modifying the calendar for a resource

By Drag and Drop

In the Schedule View, you can modify the calendar for a resource by dragging and dropping a period type onto the resource schedule.

To carry out this type of modification, you must have access to the Global Settings pane.

Using the resource properties window

Here, simply right click on the resource > Modify > Settings Tab.

ressource-parametres

Then:

  • choose another category from the list,
  • or modify the associated calendar using the bouton-crayon button,

Caution

This action will modify the calendar (and potentially the events) for all resources attached to this calendar.

  • or create a customized calendar using the bouton-plus button. This calendar is unique to the resource.

Using the pop-up menu

Hourly calendar

Right click on the resource > More tools > Changing calendar > Hourly.

The following window opens:

ressource-chenger-calendrier-horaire

You can now select and apply an hourly calendar:

  • to the entire schedule, by checking the Replace the current calendar box (equivalent action of the bouton-crayon button above),

Caution

This action will modify the hourly calendar (and potentially the events) for all resources attached to this calendar.

  • or to a restricted period by selecting the start and end of the period (equivalent action of the bouton-plus button above).

Daily calendar

Right click on the resource > More tools > Changing calendar > Daily.

The following window opens:

-ressource-changer-calendrier-journalier

You can now select and apply an daily calendar:

 

  • to the entire schedule, by checking the Replace the current calendar box (equivalent action of the bouton-crayon button above),

Caution

This action will modify the hourly calendar (and potentially the events) for all resources attached to this calendar.

  • or to a restricted period by selecting the start and end of the period (equivalent action of the bouton-plus button above).

Duplicating resources

Duplicate using the menu

Right-click on the resource to duplicate > Duplicate.

The following message appears:

ressource-dupliquer-evenement

Define whether or not to duplicate the events in the initial resource.

Depending on the response:

  • Yes: The resource is duplicated, with its events,

  • No: The resource is duplicated, without its events.

 

Duplicating using drag and drop

Do to this, drag and drop a resource onto another resource.

The following message appears:

ressource-dupliquer

Define whether or not to duplicate the resource.

Depending on the response :

  • Yes: the resource is duplicated and the following message appears

ressource-dupliquer

“Yes” or “Yes to all”: the resource is duplicated with its events

“No” or “No to all” : the resource is duplicated without its events

  • No : the resource is not duplicated

Importing a resource

You can import one or more resources.

Exporting a resource

You can export one or more resources.

Exporting all resources of a dimension

It is possible to export all the resources of a dimension in an XLS or CSV file. The exported entities will be the headings and parameters of each resource (creation rule, calendars, icon in Base64 format and the colour in hexadecimal code).

To do this, right-click on the dimension > Export resources > Choose the format (CSV or XLS).

ressource-exporter

Select the directory in which to save the file. At the end of the export, an export report is displayed.

ressource-rapport-export

Deleting a resource

Caution

The deletion of a resource leads to the deletion of all events using this resource.

To delete a resource, either:

  • Right click on the resource > Delete,

  • or Select the resource then press the Del key on the keyboard.

The following message appears:

ressource-supprimer

You can then click on:

  • Yes to confirm the deletion of the resource,
  • No, to not delete the resource.

To delete a selection of resources, either:

  • Right-click on the selected resources > Delete
  • or Select the resources then press the Del key on the keyboard.
ressource-supprimer-selection

You can then click on:

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

Through the action of deletion, the single resource 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.

Viewing the list of resources for a dimension

To see all the resources of a dimension, right-click on the dimension name > Show all resources.

ressource-tout-voir

The following window appears:

toutes-ressources

Displaying events relating to a resource

This operation is carried out by right-clicking on a resource > Modify.

The window that opens contains an additional Events tab which shows the events linked to a resource, in the form of an Events View, and which can be defined in accordance with:

ressource-onglet-evenement

It is therefore possible to interact with the events normally, via a right click. (See Pop-up menu)

The display settings for this tab can be accessed via the bouton-parametres-affichage button and can be saved to a favorite display.

Assignment to another resource

You can assign a resource from one dimension to another resource in another dimension.

This functionality is made possible by the Resource type headings.

This principle is used to link a “principal” resource to a “dependent” resource.

It opens up access to the multi-dimensional principles of VISUAL PLANNING.

In addition, during the creation of an event via the “principal” resource, the “dependent” resource can automatically be assigned to the event.

This is possible only if the Associate with events button was enabled when configuring the Resource type heading.

 

Sorting resources

You can sort the resources in the Schedule and Resources views.

Selecting resources

Selecting a resource

The selection of a resource involves simply clicking on it.

 

Selecting multiple resources

It may be useful to be able to select multiple resources, 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 resource, then click on the following resources while holding down the Ctrl key on the keyboard.

 

Ctrl + A

You can select all the resources visible in a view.

This view may be:

  • a Schedule View,

  • or, a Resources View.

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

 

Using filters to make a selection

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

Those resources not displayed using the filter are saved from the operation.

Searching for resources

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

Resource forum

You can create named resource filters or apply selection filters.

Comments on resource

You can add a discussion forum to each resource for a dimension.

Detailed history

In the editor of a resource, once the detailed history has been enabled, the modifications performed since this resource was created are displayed when you mouse over the attributes that have been modified.

resosurce-historique-detaillee
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