Structure of Visual Planning

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Events hierarchy: configuration

 

Absence of hierarchy

 

There is a hierarchy by default, but it is not visible in the list in the Global Settings.

This hidden hierarchy is the simplest possible hierarchy. It is horizontal and contains all the dimensions on the same hierarchical level. No dimension is mandatory.

Note

This means that no child event can exist in this configuration.

Creating an event hierarchy

 

To create a hierarchy, go to the Settings menu > Click on Event hierarchies > Right-click on Event hierarchies > Create an event hierarchy.

The corresponding part is then enabled.

hierarchie-evenement

You must:

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

Note

Name of the hierarchy in french RESERVATIONS
Name of the hierarchy in english BOOKING
What is seen in a FR desktop RESERVATIONS
What is seen in a EN desktop BOOKING

 

  • give it a Description if appropriate,
  • define whether or not its hierarchy is enabled,
  • then define the hierarchy’s Configuration by clicking on the bouton-crayon button.

The following window appears:

 

hierarchie-creation

In this window, to add a dimension, click on the bouton-plus button.

Configuration

For each of the added dimensions, define:

  • whether or not it is mandatory;

  • the resource filter of the dimension the hierarchy applies to;

  • its hierarchical level: Level 1 corresponds to the “parent” dimension, level 2 corresponds to the “child” dimension, etc.

If there are several levels, the behavior of the children in terms of dates can be:

  • Identical: the child’s dates are the same as the parent’s;

  • Continuous: the total durations of the child events is equal to the duration of the parent event;

  • Free restricted: child events can be placed anywhere in the period defined by the parent event, but cannot be placed outside this period;

  • Free unrestricted: child events can be placed anywhere. If their position is outside the period defined by the parent event, the parent event is extended accordingly;

  • or Identical and workload distribution: child events will reduce the duration of the parent and this duration will be identical for the parent event and all child events. In this hierarchy, the parent must have a workload defined in days or in hours.

Click on the OK button to save the definition of the hierarchy.

 

Order of input of mandatory dimensions

The order of input of mandatory dimensions on the same level is from left to right. To modify this order, simply drag the relevant dimensions into the order of priority.

hierarchie-dimension

Assigning resources to event creation

When an event is created, if the input of a dimension’s resource is mandatory, you can choose the resources:

    Automatic selection of a single resource

    If a mandatory dimension only has one resource, you can assign it directly to the event when the event is created by applying a Customized filter that contains no criteria.

    Incompatibility of hierarchies

    When the hierarchy is validated, the following message may appear:

    hierarchie-incompatible

     

    This message means that the new hierarchy is incompatible with at least one of the other hierarchies.

    Any incompatibility between hierarchies is determined by the (Dimensionfilter name) combinations at the first hierarchical level.

    If another hierarchy has the same definition at level 1, then it is incompatible.

    Example:

    We have hierarchy 1 and hierarchy 2, defined such that:

    Hierarchy 1
    Dimension 1 Dimension 2 Dimension 3
    Level 1
    Level 2
    Mandatory
    Filter All All N/A
    Hierarchy 2
    Dimension 1 Dimension 2 Dimension 3
    Level 1
    Level 2
    Mandatory
    Filter All N/A All

     

    These two hierarchies are incompatible because in both cases, it is possible to create the same type of event, in this case an event that only has one resource originating from dimension 1.

    In order for these hierarchies to be compatible, they must be defined as follows:

     

    Hierarchy 1
    Dimension 1 Dimension 2 Dimension 3
    Level 1
    Level 2
    Mandatory
    Filter All All N/A
    Hierarchy 2
    Dimension 1 Dimension 2 Dimension 3
    Level 1
    Level 2
    Mandatory
    Filter All N/A All

    Modification

     

    To modify one or more hierarchies 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 hierarchy, simply return to Settings > Event hierarchies and modify its configuration (see Creating a hierarchy).

    Modifications made to a hierarchy will only affect future created or modified events.

    Events that existed before this change will not undergo any modification. However, if none of the existing hierarchies make it possible to modify them, it will no longer be possible to modify them.

    Deletion

     

    Deleting a dimension in a hierarchy

    To delete a dimension in a hierarchy, simply uncheck the level of the relevant dimension in the hierarchy configuration. The dimension will disappear from the configuration when you click on the Validate button.

    hierarchie-supprimer-dimension

    Deleting a hierarchy

    To delete one or more hierarchies you must change the schedule’s architecture template.

    Warning

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

    To delete a hierarchy, simply right-click on an events hierarchy > Delete.

    Deletion of a hierarchy does not delete events of this type.

    Events that existed before this deletion will not undergo any modification. However, if none of the remaining hierarchies make it possible to modify them, it will no longer be possible to modify them.

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