Structure of Visual Planning

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HEADING CONFIGURATION

 

Creating a heading

Important

To create a heading, you must be the only user logged into the schedule, unless it is an Operation, Control Column or Events Values heading.

To create a heading, go to the Settings menu:

 

  • Click on Dimension > Right-click on the name of the chosen dimension > Create heading > choose the type,

  • or Click on Forms > Right-click on the name of the chosen form > Create heading > choose the type.

creation-rubrique
The characteristics of a heading vary depending on its type.

Caution

The maximum number of headings that can be created for each schedule is 1,000.

Duplicating a heading

 

You can also Duplicate an existing heading.

To do so, Right-click on the heading to duplicate > Duplicate.

duplicate-heading

The new heading is then created with the name of duplicated heading suffixed by – copy.

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 > Dimensions or Forms.

The corresponding part is then enabled:

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Modify the characteristics, then click on the OK button.

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

 

Converting a heading’s type

You cannot convert types of headings in the heading configuration window.

To convert a heading from one type to another, right-click on the heading > Convert.

The only changes allowed are:

From

To

Text Multi-lines

Text

Single choice list
Text Multiple choice list
Single choice list Multiple choice list

 

This takes the values existing in the database.

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.

To delete a heading, go to the Global Settings pane.

Right-click on the heading > Delete.

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A confirmation message is displayed:

question-suppression-rubrique

Click:

  • on Yes to confirm the deletion,

  • or No to Cancel the deletion.

You can delete several headings simultaneously by selecting them using the Ctrl or Shift key.

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