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Structure

Structure of Visual Planning

Structure

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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 42. Resource Assignment DEFINITION CONFIGURATION Creating a context Modifying a context Deleting a context USE Resource assignment by availability Resource assignment based on a resource in common Resource assignment window as a default

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