Structure of Visual Planning

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Structure

 

1. Global Settings

DEFINITION
CONTENT OF THE GENERAL SETTINGS

Structural entities
Other Entities

USE

Global Settings Pane
Menu Bar

2. Dimension

DEFINITION
CONFIGURATION

Creating a dimension
Creating the dimension’s headings
Creating a dimension from a file
Creating a dimension from the headings of another dimension
Modifying a dimension
Deleting a dimension

USE

Viewing the list of a dimension’s resources
Export all the resource of a dimension.
Converting a dimension into events
Deleting a dimension’s events

3. Comment

DEFINITION
PREREQUISITES

Technical prerequisites

CONFIGURATION

Rights management
Enabling a Comment
Disabling a Comment

USE

Viewing
Entering a text message
Deleting a text message
Comment history

4. Icon

DEFINITION
CONFIGURATION

Predefined icons
Icon generated by a heading

USE

Modifying a resource’s icon
Modifying a resource’s icon by drag’n’drop
Saving an icon
Viewing a resource’s icon
Viewing an event’s icon

5. Display heading

DEFINITION
CONFIGURATION

Event properties
Resource type headings
Assigning a resource to an event

6. Identification heading

DEFINITION
CONFIGURATION
USE

Importing resources
Importing events
Exporting resources
Exporting events

7. Form

DEFINITION
CONFIGURATION

Creating a form
Creating the form’s headings
Assigning a form to a creation rule
Modifying a form
Deleting a form

USE

Entering the values of an event’s form
Assigning a form to an event
Viewing

8. Heading

DEFINITION
CONFIGURATION

Creating a heading
Duplicating a heading
Modifying a heading
Deleting a heading

USE

Visual information
Search and filter criteria
Sorting criteria
Use in event valuations
Use as control thresholds
Identification heading
Display heading
Uniqueness of headings
Creating a dimension from the headings of another dimension

9. Attachment type Heading

DEFINITION
CONFIGURATION

Creating a heading
Modifying a heading
Deleting a heading

USE

Viewing
Attach a document or a page
Start an attachment
Download an attachment
Remove an attachment

10. Boolean type heading

DEFINITION
CONFIGURATION

Creating a heading
Modifying a heading
Deleting a heading

USE

Viewing
Assigning a value
Directly modifying values
Search and filter criteria

11. Barcode heading type

DEFINITION
CONFIGURATION

Creating a heading
Case with the Code QR
Modifying a heading
Deleting a heading

USE

Entering a value
Directly modifying values

12. Counter type heading

DEFINITION
CONFIGURATION

Creating a heading
Modifying a heading
Deleting a heading

USE

Viewing
Creating a resource or an event
Resetting a counter

13. Concatenation of text heading

DEFINITION
CONFIGURATION

Creating a heading
Modifying a heading
Deleting a heading

USE

Viewing
Example

14. Computed date heading

DEFINITION

Case of the dimension heading
Case of the form heading

CONFIGURATION

Creating a heading
Modifying a heading
Deleting a heading

USE

Viewing
Inclusion in the Operation type of heading
Use by other functionalities

15. Date Hour type heading

DEFINITION
CONFIGURATION

Creating a heading
Modifying a heading
Deleting a heading

USE

Viewing
Directly modifying values

16. Distance heading

DEFINITION
CONFIGURATION

Creating a heading
Modifying a heading
Deleting a heading

USE

Viewing
Creating an event
Calculate the distance

17. GeoLocation heading

DEFINITION
CONFIGURATION

Creating a heading
Modifying a heading
Deleting a heading

USE

Viewing
Assigning a value to a resource
Visualization of the position
Assigning/modifying/deleting a value in the localization headings
Importing resources

18. Single Choice List heading

DEFINITION
CONFIGURATION

Creating a heading
Modifying a heading
Deleting a heading

USE

Viewing
Assigning a value to a resource
Creating/modifying/deleting a value

19. Multiple choice list heading

DEFINITION
CONFIGURATION

Creating a heading
Modifying a heading
Deleting a heading

USE

Viewing
Assign values to a resource

20. Password heading

DEFINITION
CONFIGURATION

Creating a heading
Modifying a heading
Deleting a heading

USE

Viewing
Entering a value
Directly modifying values

21. Numerical type of heading

DEFINITION
CONFIGURATION

Creating a heading
Modifying a heading
Deleting a heading

USE

Viewing
Entering a value
Directly modifying values
Use as Threshold
Use by the Operation type of heading
Display of totals in a Resources View

22. Operation type heading

DEFINITION

Case of the dimension heading
Case of the form heading

FUNCTIONAL PREREQUISITE

Form
Dimension: non persistent heading
Dimension: persistent heading

CONFIGURATION

Creating a Duration Operation heading
Creating a Formula Operation heading
Modifying a heading
Deleting a heading

USE

Viewing
Calculation
Color of resources
Threshold constraints
Inclusion in the other Operation type headings
Display of totals in a Resources View
Use by other functionalities

23. Blueprint type heading

DEFINITION
CONFIGURATION

Creating a heading
Modifying a heading
Deleting a heading

USE

Viewing
Association with a plan zone

24. Resource type heading

DEFINITION
CONFIGURATION

Creating a heading
Modifying a heading
Deleting a heading

USE

Assign to a resource
Associate with events
Resource modification

25. Event summary type heading

DEFINITION
CONFIGURATION

Creating a heading
Modifying a heading
Deleting a heading

USE

Viewing
Example

26. Signature type heading

DEFINITION
CONFIGURATION

Modifying a heading
Deleting a heading

USE

Viewing
Entering a value
Use in filters

27. Text type heading

DEFINITION
CONFIGURATION

Creating a heading
Modifying a heading
Deleting a heading

USE

Viewing
Verification of the format
Directly modifying values

28. Multi-line text type heading

DEFINITION
CONFIGURATION

Creating a heading
Modifying a heading
Deleting a heading

USE

Viewing
Directly modifying values

29. Control column Heading

DEFINITION
CONFIGURATION

Creating a dimension heading
Creating a form heading
Modifying a heading
Deleting a heading.

USE

Viewing
Color of resources
Threshold constraints
Inclusion in the Operation type of heading
Display of totals in a Resources View
Use by other functionalities

30. Events values heading

DEFINITION
CONFIGURATION

Creating an Events Values heading
Modifying a heading
Deleting a heading

USE

Viewing
Modifying an event
Modifying the heading value
Use by other functionalities

31. Persistent headings

DEFINITION
USE

32. Calendars

DEFINITION
CONFIGURATION
USE

Viewing
Drag-dropping events
Calculation of event duration

33. Period Types

DEFINITION
CONFIGURATION

Creating a period type
Modifying a period type
Deleting a period type

ASSIGNMENT

Assigning to an hourly template
Assigning to a daily template
Assigning to a schedule template

34. Hourly template

DEFINITION
CONFIGURATION

Creating an hourly template
Modifying an hourly template
Deleting an hourly template

USE

Assigning to an hourly calendar

35. Hourly calendar

DEFINITION
FUNCTIONAL PREREQUISITE
CONFIGURATION

Creating an hourly calendar
Creating a non-worked hourly calendar
Modifying a hourly calendar
Deleting an hourly calendar

USE

Assigning an hourly calendar to a dimension
Assigning an hourly calendar to a resource
Assigning an hourly calendar to a creation rule

36. Daily template

DEFINITION
CONFIGURATION

Creating a daily template
Modifying a daily template
Deleting a daily template

USE

Assigning to a daily calendar

37. Daily calendar

DEFINITION
FUNCTIONAL PREREQUISITE
CONFIGURATION

Creating a daily calendar
Deleting a daily calendar
Modifying a daily calendar

USE

Assigning a daily calendar to a dimension
Assigning a daily calendar to a resource
Assigning a daily calendar to a creation rule

38. Time period

DEFINITION
CONFIGURATION

List of default predefined time periods
Creating a new time period
Duplicating a time period
Modifying a time period
Deleting a time period

USE

Events filter
Control column and Events values
Use by other functionalities

39. Valuation item

DEFINITION
CONFIGURATION

Creating a valuation item
Assigning an item to a creation rule
Modifying a valuation item
Deleting a valuation item

USE

Adding a valuation item to an event
Entering valuation item values
Deleting an item from an event
Viewing
Adding a coefficient according to the period type
Recalculating a valuation item
Valuation item calculation method
Use by other functionalities

40. Creation rule

DEFINITION
CONFIGURATION

Creating a creation rule
Modifying a rule
Deleting a rule

ASSIGNMENT

Assignment to a dimension
Assignment to a resource

USE

Creating an event
Modifying an event

41. Events hierarchy

DEFINITION
CONFIGURATION

Absence of hierarchy
Creating an event hierarchy
Modification
Deletion

USE

Creating an event
Warning messages
Use in filters

42. Workflows

DEFINITION
CONFIGURATION

Creating a workflow
Modifying a workflow
Deleting a workflow

USE

Non compliance with workflow
Visualization of workflows

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