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Control column Heading: configuration

 

Creating a dimension heading

 

In the Settings menu > Click on Dimension > Right-click on a dimension > Create Heading > Choose the type.

creation-rubrique

The corresponding part then opens:

vp7_en_rubrique_total_de_controle

Specify the characteristics of the heading, then confirm by clicking on the OK button.

A Control column heading has the following characteristics:

Name

Give this heading a name.

If the multi-language management is activated in the Admin center, it will be possible to fill in a name for this heading in the proposed languages by clicking on the v7_adm_en_parametres_generaux_symbole_multilangue button.

Note

Name of the heading in french Solde de congés
Name of the heading in english Leave balance
What is seen in a FR desktop Solde de congés
What is seen in a EN desktop Leave balance

 

Description

Give the heading a description. This data is optional.

 

Calculation type

The Calculation type performed, for each resource, on all the events corresponding to the filter for the defined period (see Period) is chosen from the following:

Number of events

The calculation will be performed based on the value 1 for each event.

 

Duration of events (h)

This is a conversion, in hours, of the durations of all the events on which the calculation is based.

In this case, you must specify the type of period for the calculation.

You can also display the result as a Percentage of the period of the duration of this type of period.

You must choose an operation type . You can choose from the following values:

  • Total,

  • Average per event,

 

Duration of events (d)

This is a conversion, in days, of the durations of all events the calculation is based upon.

In this case, you must specify the type of period for the calculation.

You can also display the result as a Percentage of the period of the duration of this type of period.

You must choose an operation type. You can choose from the following values:

  • Total,

  • Average per event,

 

Achieved duration (h)

In the case of partially unachieved events, this is the conversion into Hours of the duration effectively achieved of all events for which the calculation is performed, according to the rate of achievement .

You can also display the result as a Percentage of the period of the duration of the events in Hours.

 

Achieved duration (d)

In the case of partially unachieved events, this is the conversion into Days of the duration effectively achieved of all events for which the calculation is performed, according to the rate of achievement .

You can also display the result as a Percentage of the period of the duration of the events in Days.

 

Occupation duration (h)

This is the duration in Hours corresponding to all the events, even if they overlap. This duration is discontinuous.

It two events overlap entirely, their duration is only counted once.

The user must define the type of period for the calculation.

You can also display the result as a Percentage of the period of the duration of this type of period.

 

Occupation duration (d)

This is the duration in Days corresponding to all the events, even if they overlap. This duration is discontinuous.

It two events overlap entirely, their duration is only counted once.

You must define the type of period for the calculation.

You can also display the result as a Percentage of the period of the duration of this type of period.

 

Free period duration (h)

A conversion, in Hours, of the duration of the free periods, on the period specified below.

You must define the type of period for the calculation.

You can also display the result as a Percentage of the period of the duration of this type of period.

Caution

If the Period type chosen has the value All, the calculation is only carried out on the periods actually worked.

Free period duration (d)

This is a conversion, in Days, of the duration of the free periods on the period specified below.

You must define the type of period for the calculation.

You can also display the result as a Percentage of the period of the duration of this type of period.

Caution

If the Period type chosen has the value All, the calculation is only carried out on the periods actually worked.

Load in hours

The total of the load in hours for events included in the resource. (See Load)

You must choose an operation type for this load. You can choose from the following values:

  • Total,
  • Average per event,
  • Average per day,
  • Average per hour.

Note

The calculation can only be performed for a dimension heading.

Load in days

The total of the load in days for events included in the resource.

You must choose an operation type for this load. You can choose from the following values:

  • Total,

  • Average per event,

  • Average per day,

  • Average per hour.

Note

The calculation can only be performed for a dimension heading.

Free load (h)

This calculates the calendar duration in hours minus the load of relevant events.

 

Free load (d)

This calculates the calendar duration in days minus the load of relevant events.

 

Valuations

This is the total of the valuation of all selected valuation items. When choosing this type of calculation, the following information must be defined:

  • the valuation items to be taken into account,
  • the calculation unit,
  • the calculation type, which can be:
    • Total,
    • Average per event,
    • Average per day,
    • Average per hour.
Form values

These are the totals of the values of the selected forms’ numerical headings.

To get these figures, in Form headings, click on the bouton-crayonbutton.

The following type of window is displayed:

 

total-contral-choix-formulaire

Select the form headings to be totaled by clicking on the appropriate lines, then click on the OK button.

You must choose an operation type for this load. You can choose from the following values:

  • Total,
  • Average per event,
  • Average per day,
  • Average per hour.
Resources values

This is the total of the numerical values of certain event resource headings. In this case, you must also specify which numerical headings must be totalled and whether or not the duplicates should be calculated. (See below: No duplicates and Resource headings)

You must choose an operation type for this load. You can choose from the following values:

  • Total,
  • Average per event,
  • Average per day,
  • Average per hour.

Percentage of period

If this button is enabled, the percentage will be displayed.

  • If the chosen period type is “All”, the ratio is calculated only on the worked periods of the resource’s calendar.
  • For the other types of period, the ratio is calculated from the total of the period type chosen on the defined period of time.

Period type

Choose the period type.

  • All: calculates the events worked on the worked periods and also includes non worked events;
  • Worked: calculates events on the worked periods;
  • Not worked: calculates events on non worked periods;
  • Holidays: calculates events during holiday periods.
  • Other period type: if another period type has been defined in the schedule, you can choose this period type.

Display format

  • Integers: Select the value 0
  • Decimals: Select the value 0.00
  • Integer percentage: Select the value 0%
  • Decimal percentage: Select the value 0.00%
  • Number of hours: Select the value hh:mm.

The thousands separator is set using a comma ”,”:

 

Format Example
0.000 12,000

 

Persistence

Enable the Persistence button to define the control column as persistent.

 

No duplicates

For a calculation on the values of resources, enable this button to deal with the case where several events contain the same resource. If this button is enabled, the same heading will only be counted once.

 

Headings of resources

When calculating resources’ values, choose the headings of the resources to be totalled. Click on the button to display the following window:

total-controle-valeurs-ressource

Now select the headings required for the calculation.

 

Setting thresholds

The thresholds are colored indicators of whether or not objectives have been exceeded.

 

Display remainder

Enable this button to display the result in the form of a remainder between the objective and the calculated value.

 

Display as percentage

Enable this button to display the result in the form of a percentage of the calculated value relating to the objective.

 

Events filter

The events filter enables you to restrict the calculation performed on each resource to certain events in this resource.

It may be:

  • either a named filter,
  • or a customized filter that can only be used for this control column,
  • or a current display filter (only if the control column is not persistent).

Period

This is the period for which the control column is calculated. (See Time period)

If an event is not entirely comprised within the period, only the part of the event effectively comprised in the period is calculated.

 

Type of intersection

You must choose the type of intersection from the following values:

  • Intersects with period,
  • Covers the period,
  • Entirely within the period,
  • Starts within the period,
  • Ends within the period.

Clicking date

Enable this button to choose the calculation period by clicking on the schedule header.

 

Period according to the time scale

Enable this button to use both the period defined above (only sliding) and the mouse click. This click represents the pivot date of the defined period.

Creating a form heading

In the case of the form, the calculation is performed on all the child events of a parent. The calculation result will then be visible in the parent event’s Control column heading.

In the Settings menu > Click on Forms > Right-click on a form > Create Heading > Choose the type.

creation-rubrique-formulaire

The corresponding part is then enabled:

total-controle-formulaire

Specify the characteristics of the heading, then confirm by clicking on the OK button.

A Control column heading has the following characteristics:

Name

Give this heading a name.

If the multi-language management is activated in the Admin center, it will be possible to fill in a name for this dimension in the proposed languages by clicking on the v7_adm_en_parametres_generaux_symbole_multilangue button.

Note

Name of the heading in french Nb d’élèves
Name of the heading in english Nb of students
What is seen in a FR desktop Nb d’élèves
What is seen in a EN desktop Nb of students

 

Description

Give the heading a description. This data is optional.

 

Type

The type is Control column.

 

Calculation type

The Calculation type performed, for each resource, on all the events corresponding to the filter for the defined period (see Period) is chosen from the following:

Number of events

The calculation will be performed based on the value 1 for each event.

 

Duration of events (h)

This is a conversion, in hours, of the durations of all the events on which the calculation is based.

In this case, you must define the period type for the calculation.

You can also display the result as a percentage of the duration of this period type.

You must choose an operation type for this load. You can choose from the following values:

  • Total,
  • Average per event,
Duration of events (d)

This is a conversion, in days, of the durations of all events the calculation is based upon.

In this case, you must define the period type for the calculation.

You can also display the result as a percentage of the duration of this period type.

You must choose an operation type for this load. You can choose from the following values:

  • Total,
  • Average per event,
Achieved duration (h)

In the case of partially unachieved events, this is the conversion into Hours of the duration effectively achieved of all events for which the calculation is performed, according to the rate of achievement .

You can also display the result as a percentage of the duration of the events in Hours.

 

Achieved duration (d)

In the case of partially unachieved events, this is the conversion into Days of the duration effectively achieved of all events for which the calculation is performed, according to the rate of achievement.

You can also display the result as a percentage of the duration of the events in Hours.

 

Occupation duration (h)

This is the duration in Hours corresponding to all the events, even if they overlap. This duration is discontinuous.

It two events overlap entirely, their duration is only counted once.

You must define the period type for the calculation.

You can also display the result as a percentage of the duration of this period type.

 

Occupation duration (d)

This is the duration in Days corresponding to all the events, even if they overlap. This duration is discontinuous.

It two events overlap entirely, their duration is only counted once.

You must define the period type for the calculation.

You can also display the result as a percentage of the duration of this period type.

 

Free period duration (h)

A conversion, in Hours, of the duration of the free periods, on the period specified below.

You must define the period type for the calculation.

You can also display the result as a percentage of the duration of this period type.

If the Period type chosen has the value All, the calculation is only carried out on the periods actually worked.

 

Free period duration (d)

This is a conversion, in Days, of the duration of the free periods on the period specified below.

You must define the period type for the calculation.

You can also display the result as a percentage of the duration of this period type.

If the Period type chosen has the value All, the calculation is only carried out on the periods actually worked.

 

Load in hours

The total of the load in hours for events included in the resource.

You must choose an calculation type for this load. You can choose from the following values:

  • Total,
  • Average per event,
  • Average per day,
  • Average per hour.
Load in days

The total of the load in days for events included in the resource.

You must choose an calculation type for this load. You can choose from the following values:

  • Total,
  • Average per event,
  • Average per day,
  • Average per hour.
Free load (h)

This calculates the calendar duration in hours minus the load of relevant events.

 

Free load (d)

This calculates the calendar duration in days minus the load of relevant events.

 

Valuations

This is the total of the valuation of all selected valuation items. When choosing this type of calculation, the following information must be defined:

  • the valuation items to be taken into account,
  • the unit of calculation,
  • the operation type which can be:
    • Total,
    • Average per event,
    • Average per day,
    • Average per hour.
Form values

These are the totals of the values of the selected forms’ numerical headings.

To get these figures, in Form headings, click on the bouton-crayon button.

The following type of window is displayed:

total-contral-choix-formulaire

Select the form headings to be totaled by clicking on the appropriate lines, then click on the OK button.

You must choose an operation type for this load. You can choose from the following values:

  • Total,
  • Average per event,
  • Average per day,
  • Average per hour.
Resources values

This is the total of the numerical values of certain event resource headings. In this case, you must also specify which numerical headings must be totaled and whether or not the duplicates should be calculated. (See below: No duplicates and Resource headings)

You must choose an operation type for this load. You can choose from the following values:

  • Total,
  • Average per event,
  • Average per day,
  • Average per hour.

Display format

  • Integers: Select the value 0

  • Decimals: Select the value 0.00

  • Integer percentage: Select the value 0%

  • Decimal percentage: Select the value 0.00%

  • Number of hours: Select the value hh:mm.

Modifying a heading

 

To modify a heading you must change the schedule’s architecture template.

Warning

This is an important configuration task and should not be performed without careful consideration.

To modify a heading, select the heading in the Settings menu > Dimension. The corresponding part of the window is then enabled.

Now modify the characteristics and click on the Validate button.

If you do not want the modification to take effect, you must click on the Restore button.

Deleting a heading

 

To delete a heading you must change the schedule’s architecture template.

Warning

This is an important configuration task and should not be performed without careful consideration.

Deletion of a heading is definitive.

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