Structure of Visual Planning

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OPERATION TYPE HEADING: CONFIGURATION

 

Creating a Duration Operation heading

 

In the Global Settings pane:

  • Right-click on a dimension > Create Heading > Operation,

  • or Right-click on a form > Create Heading > Operation.

creation-rubrique

The corresponding part is then enabled:

rubrique-operation

Specify the characteristics of this new heading, then click on the OK button.

A Duration Operation heading has the following characteristics:

 

Name

Give this heading 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 heading in french Durée totale
Name of the heading in english Total duration
What is seen in a FR desktop Durée totale
What is seen in a EN desktop Total duration

Description

Give the heading a description. This data is optional.

 

Heading type

The type is Operation. This previously chosen characteristic cannot be modified.

 

Operation type

Choose the operation type: Duration

The other operation type is: Formula

Unit

Choose the unit of the result for a Duration calculation.

This unit can be:

  • Day,
  • Time.

The result of this calculation is in the decimal format.

Example: 0.5 hour means 30 minutes.

 

According to the calendar

This unique choice list proposes the following calendars:

  • Empty: 24/7 Calendar,
  • Name of the heading dimension: the calculation is performed according to the resource’s calendar for the worked periods,
  • Name of the dimension’s resource type headings: the calculation is performed according to the calendar of the dependent resource for the worked periods.

 

Display format

Select the method to view this Operation heading in the different VISUAL PLANNING windows.

There are five possible options:

  • Integers: Select the value 0;
  • Decimals: Select the value 0.00;
  • Integer percentage: Select the value 0%;
  • Decimal percentage: Select the value 0.00%,
  • Hour minutes: Select the hh:mm value (0.5 hour will mean 30 minutes).

Tip

The comma is set by using a full stop in VISUAL PLANNING. The thousands separator is set using a comma ”,”:

 

Format

Example

0.000

12,000

Setting thresholds

The thresholds are colored indicators of whether or not objectives have been exceeded.

Note

This property is not available when using the Operation type of heading in a form.

Display remainder

Enable this button to display the result in the form of a remainder between the objective and the calculated value.

If no objective is defined, this button is grayed and cannot be enabled.

Note

This property is not available when using the Operation type of heading in a form.

Display as percentage

Enable this button to display the result in the form of a percentage of the calculated value relating to the objective.

If no objective is defined, this button is grayed and cannot be enabled.

Note

This property is not available when using the Operation type of heading in a form.

Persistence

The Persistence button is used to define the heading as persistent.

This button is grayed and cannot be enabled if at least one of the headings used for the calculation (Heading 1 and/or Heading 2) is not persistent.

Note

This property is not available when using the Operation type of heading in a form.

Heading 1

Choose the first heading used for the calculation.

This heading’s type must be chosen from those compliant with the prerequisites above.

In the case of the dimension heading, you can select Now i.e. the current date and time of the client workstation.

In the case of the form heading, you can select the Start date or End date of the event.

 

Heading 2

Choose the second heading used for the calculation.

This heading’s type must be chosen from those compliant with the prerequisites above.

In the case of the dimension heading, you can select Now i.e. the current date and time of the client workstation.

In the case of the form heading, you can select the Start date or End date of the event.

Creating a Formula Operation heading

 

In the Settings menu:

  • Click on Dimension > Right-click on a dimension > Create Heading > Operation

  • or Click on Form > Right-click on a form > Create Heading > Operation

creation-rubrique

The corresponding part is then enabled:

rubrique-operation-formule

Specify the characteristics of this new heading, then click on the OK button.

A Formula Operation heading has the following characteristics:

 

Name

Give this heading 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 heading in french Somme totale
Name of the heading in english Total sum
What is seen in a FR desktop Somme totale
What is seen in a EN desktop Total sum

Description

Give the heading a description. This data is optional.

 

Heading type

The type is Operation. This previously chosen characteristic cannot be modified.

 

Operation type

Choose the type of operation: Formula.

The other operation type is: Duration

Formula

To define the terms of the formula, open the following window by clicking once:

operation-formule

The following window appears:

operation-formule-choix-rubriques

You must now construct the formula in the window.

 

Dimension

To do this, you can use:

Form

To do this, you can use:

  • headings,
  • operators,
  • constants.
  • Calculations: Event-Number, Event-Duration in hours, Event-Duration in days, Event-Load in hours, Event-Load in days.

Click OK.

If the formula contains syntactical errors, the following error message is displayed:

operation-formule-non-valide
Headings

To use headings in the formula configuration, right-click in the formula window > select the heading.

  • numerical or calculated headings from the same dimension or the same form,
  • numerical or calculated headings from dependent resources.

The headings displayed are those that comply with the above prerequisites.

 

Operators

To use operators when configuring the formula, enter them directly in the window.

These are the operators used for calculation. The following options are available:

  • Parentheses: ( ),
  • Addition: +,
  • Subtraction: -,
  • Multiplication: *,
  • Division: /,
  • Modulo: %,
  • Neper’s constant: E,
  • Pi constant: PI,
  • Power: ^,
  • Absolute value of X: abs(x),
  • Rounded integer closest to x: round(x),
  • Integer value greater than x: ceil(x),
  • Integer value less than x: floor(x),
  • Square root of x: sqrt(x),
  • Exponential of x: exp(x),
  • Neperian logarithm of x: ln(x),
  • Logarithm of x: log(x),
  • Minimum value between a and b: min(a,b),
  • Maximum value between a and b: max(a,b),
  • value comparators:
    • sup(x,y) will be equal to 1 if x>y, else will be equal to 0,
    • inf(x,y) will be equal to 1 if x<y, else will be equal to 0,
    • equals(x,y) will be equal to 1 if x=y, else will be equal to 0.
  • Remainder of Euclidian division: mod(x,y) = x%y,

See Calculation below

 

Constants

A constant is an integer or decimal number.

To use constants when configuring the formula, enter them directly in the window.

 

Display format

Select the method to view this Operation heading in the different VISUAL PLANNING windows.

There are five possible options:

  • Integers: Select the value 0;
  • Decimals: Select the value 0.00;
  • Integer percentage: Select the value 0%;
  • Decimal percentage: Select the value 0.00%,
  • Hour minutes: Select the hh:mm value (0.5 hour will mean 30 minutes).

Setting thresholds

The thresholds are colored indicators of whether or not objectives have been exceeded.

Note

This property is not available when using the Operation type of heading in a form.

Display remainder

Enable this button to display the result in the form of a remainder between the objective and the calculated value.

If no objective is defined, this button is grayed and cannot be enabled.

Note

This property is not available when using the Operation type of heading in a form.

Display as percentage

Enable this button to display the result in the form of a percentage of the calculated value relating to the objective.

If no objective is defined, this button is grayed and cannot be enabled.

Note

This property is not available when using the Operation type of heading in a form.

Persistence

Enable the Persistence button to define the heading as persistent.

This button is grayed and cannot be enabled if at least one of the headings used for the calculation (Heading 1 and/or Heading 2) is not persistent.

Note

This property is not available when using the Operation type of heading in a form.

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 Global Settings pane.

Now modify the characteristics and click on the OK button.

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

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.

Deletion of a heading is definitive.

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