Structure of Visual Planning

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STRUCTURE: Hourly template

 

This is an hourly set of period types.

The concept is simple: an hourly template represents a twenty-four hour day (from midnight to midnight). One or more types of hourly periods are positioned on this day.

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

A simple hourly template can consist of two period types:

  • Type 1 (Worked),
  • Type 2 (Not worked).
from midnight to 8 am from 8 am to 5 pm from 5 pm to midnight
Type 2 Type 1 Type 2
Not worked Worked Not worked

 

This hourly template can apply from Monday to Friday.

CONFIGURATION

 

Creating an hourly template

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

modele-horaire-creation

The corresponding part is then enabled:

modele-horaire-parametres

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

An hourly template has the following characteristics:

Name

Give this hourly template 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 template in french 8h-18h
Name of the template in english 8a.m.-6p.m.
What is seen in a FR desktop 8h-18h
What is seen in a EN desktop 8a.m.-6p.m.

 

Description

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

 

History

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

This property is updated automatically.

 

Periods

Periods enable you to position types of period in a 24-hour day.

modele-horaire-definition

Like for events:

 

  • Drag’n’drop the types of periods on the day.
  • Lengthen them,
  • Shorten them.

Lengthening or shortening the graph allows you to have a 5 minute step for the periods.

It is possible to define time slots by the minute by double clicking on the defined time slot.

The next window allows you to define a 1 minute step for the period.

modele-horaire-definition-pas-une-heure

Modifying an hourly template

To modify an hourly 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 an hourly template, select the template in the Global Settings pane, then modify the settings in the bottom section of the window (See Creating an hourly template).

To modify an hourly template, select the template in the Global Settings pane, then modify the settings in the bottom section of the window. (See Creating an hourly template)

However you can cancel modification of an hourly template if VISUAL PLANNING is still open. The events are then put back in their initial positions. (See Cancel / Restore)

Deleting an hourly template

To delete an hourly 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 delete an hourly template go to the Global Settings pane.

Select the hourly template then right-click on the selected hourly template > Delete.

modele-horaire-suppression

You cannot delete the default hourly template.

USE

 

Assigning to an hourly calendar

After configuring the hourly template you must assign it to an hourly calendar:

  • Either as a default hourly template,
  • Or as a specific hourly templatel over a given period.
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