Structure of Visual Planning

Lost? Visit our sitemap

Creation rule: configuration

 

Creating a creation rule

 

To create an event creation rule, go to the Global Settings pane > Right-click on Event Creation Rule > Create an Event Creation Rule.

regle-creation-creation

The corresponding part is then enabled:

regle-creation-parametres

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

The following characteristics must be entered:

Name

Give the event creation rule 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 creation rule in french Maladie
Name of the creation rule in english Illness
What is seen in a FR desktop Maladie
What is seen in a EN desktop Illness

 

Description

Give the creation rule a description. This data is optional.

 

History

This represents the creation date and time and the most recent change to the creation rule, together with the login of the user who performed these actions.

This property is updated automatically.

 

Priority

Priorities can be defined between the creation rules. Priorities range from:

  • 1 (highest priority),
  • to 9 (lowest priority).

The priorities make it possible to choose from the applicable creation rules (those of the event’s resource), the creation rule that defines the value of the processed characteristic.

Important

Ideally the same priorities should not be used for the creation rules. If this situation cannot be avoided:

  • make sure the creation rules do not determine the same settings,

  • AND/OR make sure these creation rules do not apply to the same events.

Warning

If two or more creation rules have the same priority, and they both define the same settings, the creation rule taken into account will be the one created last.

The default rule is applied for undefined characteristics.

Calendars

For each of these types, the calendar is:

  • Either undefined,
  • or defined according to a dimension to be specified.

Editing window

This functionality is only enabled when the Display editing window button is enabled.

You can choose a default type of Events Editor.

 

Display editing window

Enable this button to display the editing window when events governed by this rule are created.

 

Form

You can attach no more than one Form to the event creation rule.

A list enables you to choose a form from those available.

You can also choose not to attach any form, or even not to define a form.

 

Event type

The type of future event (daily, half-daily, hourly) can be defined by the creation rule.

This property can be:

 

  • either undefined,
  • or defined according to a resource heading,
  • or defined with a specified value.

Note

If the event type is defined by a heading, its value must be:

  • HOUR if it is an hourly event;
  • HALFDAY if it is a half-daily event;
  • DAY if it is a daily event.

Duration

This is the default duration of the future event. This duration can be:

  • either undefined,
  • or according to a dimension heading whose type is numerical, persistent operation, persistent control column or persistent events values,
  • or a fixed value,
  • or according to the result of an operation between two dimension headings whose type is numerical, persistent operation, persistent control column or persistent events values,
  • or according to the calendar of the resource that represents the event calendar. In this case, you must choose:
    • the dimension that represents the calendar,
    • The type of period worked. The duration of the future event will correspond to the total, for the period, of the duration of this type of period within the calendar.

Warning: In the case of a hierarchy where the behavior of the children is Continuous or Identical, the durations of the child events are not determined by the creation rule; they will depend on the parent event’s creation rule.

Worked

Specify if the created event will be worked or not.

You must choose between:

  • either undefined,
  • or according to a boolean heading,
  • or a fixed boolean value (checkbox).

 

Start time

In the case of an hourly event, it is possible to specify its start time.

This characteristic can be:

  • either undefined,
  • or according to a Date hour or Calculated date type of heading,
  • or a specific value.

This start time is useful when creating an event on a view where the time scale is larger than hourly.

Example: Creating an hourly event in a view with a daily time scale.

Load type

The property of the load type can be:

  • either undefined,
  • or defined according to a text heading,
  • or defined by a value which can be:
    • Automatic,
    • In days per day,
    • In hours per day,
    • In hours per hour,
    • In days per hour,
    • In hours,
    • In days,
    • As a percentage.

Note

If the event type is defined by a heading, its value must be:

  • AUTO for an automatic load;
  • INDAYPERDAY for a load in days per day;
  • INHOURPERDAY for a load in hours per day;
  • INHOURPERHOUR for a load in hours per hour;
  • INDAYPERHOUR for a load in days per hour;
  • INHOURPERDAY for a load in hours per day;
  • INHOUR for a load in hours;
  • INDAY for a load in days;
  • PERCENT for a load as a percentage.

Load

This is the defaultload value of the future event.

This load can be:

  • either undefined,
  • or according to a dimension heading whose type is numerical, persistent operation, persistent control column or persistent events values,
  • or a fixed value,
  • or according to the result of an operation between two dimension headings whose type is numerical, persistent operation, persistent control column or persistent events values.

Automatic achievement

Specify whether or not the future event has automatic achievement.

This characteristic can take the following values:

  • either undefined,
  • or according to a boolean resource heading,
  • or a specific boolean value (checkbox).

Note

Specify whether the future event has a default note or not.

This characteristic can take the following values:

  • Not defined,
  • According to a dimension field,
  • or a fixed value.

It is possible to add text to the note when creating or modifying the event.

 

Resources

You can also add additional resources to the future event created.

In this way you can choose a resource for each existing dimension.

If there is a conflict with dependent resources, the dependent resource has priority.

 

Valuations

Finally, you can attach one or more valuation items and their values.

You must then determine the values taken by:

Coefficient

This is the coefficient of the valuation item. This property can be:

  • either undefined,

  • or according to a dimension heading whose type is numerical, persistent operation, persistent control column or persistent events values,

  • or a given value,

  • or according to the result of an operation between two dimension headings whose type is numerical, persistent operation, persistent control column or persistent events values.

Fixed value

This valuation item’s fixed value can be:

  • either undefined,

  • or according to a dimension heading whose type is numerical, persistent operation, persistent control column or persistent events values,

  • or a given value,

  • or according to the result of an operation between two dimension headings whose type is numerical, persistent operation, persistent control column or persistent events values.

Value by unit of time

The variable value by unit of time can be:

  • either undefined,

  • or according to a dimension heading whose type is numerical, persistent operation, persistent control column or persistent events values,

  • or a given value,

  • or according to the result of an operation between two dimension headings whose type is numerical, persistent operation, persistent control column or persistent events values.

Unit of time

The unit of time can be:

  • either undefined,

  • or according to a text heading,

  • or a given value that can be:

    • Day,

    • Hour,

    • Workload in hours,

    • Workload in days,

    • Of the event.

Modifying a rule

 

To modify an event creation rule 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 creation rule, go to the Global Settings pane, then click on the rule to modify.

The corresponding part then opens, where you should modify the settings as required.

Deleting a rule

 

To delete an event creation rule 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.

To delete a creation rule, go to the Global Settings pane, then click on the rule to delete > Delete.

Deletion of a creation rule is definitive.

Important

You cannot delete the default creation rule.

Print Friendly, PDF & Email
1 Etoile2 Etoiles3 Etoiles4 Etoiles5 Etoiles (3 votes, average : 5.00 on 5)
Loading...
Consulting training

Need training?

Use our consulting services!