Structure of Visual Planning

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Daily template

 

 

A Daily Template is a daily set of types of periods.

The concept is simple: a daily template represents a week (from Monday to Sunday) in which each day has a type of period.

These daily templates are then combined together to form daily calendars that will be assigned to the resources or creation rules.

Example:a simply daily template consisting of 2 types of periods: Type 1 (Worked) and Type 2 (Not worked).

Monday Tuesday Wednesday Thursday Friday Saturday Sunday
Type 1 Type 1 Type 1 Type 1 Type 1 Type 2 Type 2
Worked Worked Worked Worked Worked Not Worked Not Worked

CONFIGURATION

Creating a daily template

 

In the Settings menu > Click on Calendars > Right-click on Daily templates > Create Daily Template.

modele-journalier-creation

The corresponding part is then enabled:

modele-journalier-parametres

Then specify the following characteristics:

Name

Give the daily template a name.

 

Description

Give the daily template a description. This data is optional.

 

History

This represents the creation date and time and the most recent change to the daily template, together with the login of the user who made the change.

This property is updated automatically.

 

Specific

You must now define the period types associated with each day of the week.

Modifying a daily template

 

To modify a daily template 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 daily template, select the template in the Global Settings pane, then modify the settings in the bottom section of the window.

However you can cancel modification of a daily template if VISUAL PLANNING is still open. The events are then put back in their initial positions.

 

Deleting a daily template

 

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

Warning

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

You cannot delete the default daily template.

Deletion of an hourly template is irreversible.

To delete a daily template, select the template by clicking on the Settings menu > Click on Calendars.

Select Daily templates > Right-click on the daily template to delete > Delete.

USE

 

Assigning to a daily calendar

 

After configuring the daily template you must assign it to a daily calendar:

  • Either as a default daily template,
  • Or as an additional daily template during a given period.
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