Structure of Visual Planning

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Period Types

 

A Period Type is the basic entity used to constitute calendars.

This makes it possible to associate a color and possibly a valuation coefficient with the hourly templates and daily templates.

CONFIGURATION

 

Creating a period type

In the Global Settings pane, right-click on Calendars > Period Types > Create Period Type.

creer-type-periode

The corresponding part is then enabled:

-type-periode-parametres

Specify the characteristics of the period type, then confirm by clicking on the OK button.

The characteristics of a period type are as follows:

Name

Give this period type 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 period type in french Dimanche
Name of the period type in english Sunday
What is seen in a FR desktop Dimanche
What is seen in a EN desktop Sunday

 

Description

Give the period type 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.

 

Color

You can choose the color of this period type using the proposed color map.

 

Type

The period type must be chosen from the following three types, depending on whether it applies to daily and/or hourly events.

The period can therefore be:

  • Hourly,
  • Daily,
  • Hourly and Daily.

Worked

Enable this button to specify that the period type is worked.

If the Worked button is enabled, you will be able to define coefficients when configuring the valuation items.

Modifying a period type

To modify a period type you will have to change the schedule’s architecture template.

Warning

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

It is not possible to cancel the modification of a period type.

To modify a period type, select the period type in the Global Settings pane, then modify the settings in the corresponding part.

 

Deleting a period type

 

To delete a period type, you will have to change the schedule’s architecture template.

Warning

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

It is not possible to cancel the deletion of a period type.

You cannot delete a default period type.

To delete a period type, select it in the Global Settings > Right-click on the period type > Delete.

ASSIGNMENT

 

The Period Type is designed to be assigned to hourly and daily templates.

Occasionally it may also be assigned directly to a resource’s calendar.

 

Assigning to an hourly template

Define, over a 24-hour period, the period types that constitute an hourly template.

Assigning to a daily template

Define, over one week, the period type for each day that constitutes a daily template.

Assigning to a schedule template

You can occasionally modify a resource’s calendar by using the period types.

By dragging a period type on to a given resource on a given date, the calendar is duplicated and becomes a customized calendar. The customized calendar is then modified.

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