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Structure
1. Global Settings
DEFINITION
CONTENT OF THE GENERAL SETTINGSStructural entities
Other Entities2. Dimension
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 dimensionViewing the list of a dimension’s resources
Export all the resource of a dimension.
Converting a dimension into events
Deleting a dimension’s events3. Comment
Rights management
Enabling a Comment
Disabling a CommentViewing
Entering a text message
Deleting a text message
Comment history4. Icon
Predefined icons
Icon generated by a headingModifying 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 icon5. Display heading
Event properties
Resource type headings
Assigning a resource to an event6. Identification heading
Importing resources
Importing events
Exporting resources
Exporting events7. Form
Creating a form
Creating the form’s headings
Assigning a form to a creation rule
Modifying a form
Deleting a formEntering the values of an event’s form
Assigning a form to an event
Viewing8. Heading
Creating a heading
Duplicating a heading
Modifying a heading
Deleting a headingVisual 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 dimension9. Attachment type Heading
Creating a heading
Modifying a heading
Deleting a headingViewing
Attach a document or a page
Start an attachment
Download an attachment
Remove an attachment10. Boolean type heading
Creating a heading
Modifying a heading
Deleting a headingViewing
Assigning a value
Directly modifying values
Search and filter criteria11. Barcode heading type
Creating a heading
Case with the Code QR
Modifying a heading
Deleting a headingEntering a value
Directly modifying values12. Counter type heading
Creating a heading
Modifying a heading
Deleting a headingViewing
Creating a resource or an event
Resetting a counter13. Concatenation of text heading
Creating a heading
Modifying a heading
Deleting a heading14. Computed date heading
Case of the dimension heading
Case of the form headingCreating a heading
Modifying a heading
Deleting a headingViewing
Inclusion in the Operation type of heading
Use by other functionalities15. Date Hour type heading
Creating a heading
Modifying a heading
Deleting a headingViewing
Directly modifying values16. Distance heading
Creating a heading
Modifying a heading
Deleting a headingViewing
Creating an event
Calculate the distance17. GeoLocation heading
Creating a heading
Modifying a heading
Deleting a headingViewing
Assigning a value to a resource
Visualization of the position
Assigning/modifying/deleting a value in the localization headings
Importing resources18. Single Choice List heading
Creating a heading
Modifying a heading
Deleting a headingViewing
Assigning a value to a resource
Creating/modifying/deleting a value19. Multiple choice list heading
Creating a heading
Modifying a heading
Deleting a headingViewing
Assign values to a resource20. Password heading
Creating a heading
Modifying a heading
Deleting a headingViewing
Entering a value
Directly modifying values21. Numerical type of heading
Creating a heading
Modifying a heading
Deleting a headingViewing
Entering a value
Directly modifying values
Use as Threshold
Use by the Operation type of heading
Display of totals in a Resources View22. Operation type heading
Case of the dimension heading
Case of the form headingForm
Dimension: non persistent heading
Dimension: persistent headingCreating a Duration Operation heading
Creating a Formula Operation heading
Modifying a heading
Deleting a headingViewing
Calculation
Color of resources
Threshold constraints
Inclusion in the other Operation type headings
Display of totals in a Resources View
Use by other functionalities23. Blueprint type heading
Creating a heading
Modifying a heading
Deleting a headingViewing
Association with a plan zone24. Resource type heading
Creating a heading
Modifying a heading
Deleting a headingAssign to a resource
Associate with events
Resource modification25. Event summary type heading
Creating a heading
Modifying a heading
Deleting a heading26. Signature type heading
Modifying a heading
Deleting a headingViewing
Entering a value
Use in filters27. Text type heading
Creating a heading
Modifying a heading
Deleting a headingViewing
Verification of the format
Directly modifying values28. Multi-line text type heading
Creating a heading
Modifying a heading
Deleting a headingViewing
Directly modifying values29. Control column Heading
Creating a dimension heading
Creating a form heading
Modifying a heading
Deleting a heading.Viewing
Color of resources
Threshold constraints
Inclusion in the Operation type of heading
Display of totals in a Resources View
Use by other functionalities30. Events values heading
Creating an Events Values heading
Modifying a heading
Deleting a headingViewing
Modifying an event
Modifying the heading value
Use by other functionalities31. Persistent headings
32. Calendars
Viewing
Drag-dropping events
Calculation of event duration33. Period Types
Creating a period type
Modifying a period type
Deleting a period typeAssigning to an hourly template
Assigning to a daily template
Assigning to a schedule template34. Hourly template
Creating an hourly template
Modifying an hourly template
Deleting an hourly templateAssigning to an hourly calendar
35. Hourly calendar
DEFINITION
FUNCTIONAL PREREQUISITE
CONFIGURATIONCreating an hourly calendar
Creating a non-worked hourly calendar
Modifying a hourly calendar
Deleting an hourly calendarAssigning an hourly calendar to a dimension
Assigning an hourly calendar to a resource
Assigning an hourly calendar to a creation rule36. Daily template
Creating a daily template
Modifying a daily template
Deleting a daily template37. Daily calendar
DEFINITION
FUNCTIONAL PREREQUISITE
CONFIGURATIONCreating a daily calendar
Deleting a daily calendar
Modifying a daily calendarAssigning a daily calendar to a dimension
Assigning a daily calendar to a resource
Assigning a daily calendar to a creation rule38. Time period
List of default predefined time periods
Creating a new time period
Duplicating a time period
Modifying a time period
Deleting a time periodEvents filter
Control column and Events values
Use by other functionalities39. Valuation item
Creating a valuation item
Assigning an item to a creation rule
Modifying a valuation item
Deleting a valuation itemAdding 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 functionalities40. Creation rule
Creating a creation rule
Modifying a rule
Deleting a ruleAssignment to a dimension
Assignment to a resourceCreating an event
Modifying an event41. Events hierarchy
Absence of hierarchy
Creating an event hierarchy
Modification
DeletionCreating an event
Warning messages
Use in filters42. Workflows
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Structure of Visual Planning
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