Structure of Visual Planning

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TIME PERIOD

 

In VISUAL PLANNING, a predefined Time Period is a set of days defined by:

  • a fixed or sliding start date,
  • a fixed or sliding end date.

A Time Period can be worked or not worked.

There is a list of default predefined time periods. (Today, This Month, This Week, Next Month, All the Schedule, etc.)

You can also define new periods to add to this list.

Lastly, you can use customized time periods.

CONFIGURATION

 

List of default predefined time periods

The set of default predefined time periods is as follows:

  • Today,
  • This Month,
  • This Semester,
  • This Quarter,
  • This Year,
  • This Fortnight,
  • This Week,
  • Tomorrow,
  • Yesterday,
  • Last Year,
  • Last Week,
  • Next Week,
  • Next Month,
  • Last Month,
  • All the Schedule.

Example: This Month means From the start of the first day of the current month to the end of last day of the current month.

Creating a new time period

 

In the Global Settings pane, right-click on Time period > Create Time period.

periode-temps-creation

The corresponding part is then enabled:

periode-temps-parametres

Specify the characteristics then click on the OK button to confirm the creation.

A Time Period has the following characteristics:

Name

Give this time period a name.

 

Description

Give the time period a description. This data is optional.

 

History

This represents the creation date and time and the most recent change to the time period, together with the login of the users who performed these actions.

This property is updated automatically.

 

Specific

You can then specify the beginning and end of the time period.

The start and end of the time period are defined in the same way.

You can define periods of time:

 

  • with a relative Beginning and End,
  • with a fixed Beginning and End,
  • with a fixed Beginning and relative End,
  • with a relative Beginning and a fixed End.
Fixed Date

You must specify a date and time.

This date is not connected to the moment when the time period is used.

 

Relative Value

You must specify a period relative to the moment when the time period is used.

Each sliding period is defined by:

  • A relative value: A number. The reference period is represented by the number 0.

  • A relative unit: Time, Day, Week, Month, etc.

Examples:

 

Time period

Current date (date on which the functionality is used)

Meaning

The fixed date January 1, 2018

Whatever the current date may be

always means January 1, 2018

The relative value 1 Day

on the date December 31, 2017

means January 1, 2018

The relative value 1 Day

on January 1, 2018

means 2 January 2, 2018

Duplicating a time period

 

It is possible to duplicate an existing Time Period. To do this, in the General Settings > Right click on a Time Period > Duplicate.

The new time period has the same name with the suffix – Copy.

You must then define the characteristics in the window for the new Time Period that has just been created.

Modifying a time period

 

To modify a time period it may be necessary to change the schedule’s architecture template.

Warning

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

To modify a time period, Click on the Time period to modify > Click on the settings to modify, then the Time period and modify these settings directly.

You cannot modify VISUAL PLANNING default Time Periods. (See above)

 

Deleting a time period

 

To delete a time period it may be necessary to change the schedule’s architecture template.

Warning

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

To delete a time period, in the Global Settings pane, Right-click on Time period to be deleted > Delete.

The following warning window appears.

periode-temps-suppression

To confirm deletion, click on Yes. Otherwise, click on No.

Warning

You cannot delete VISUAL PLANNING default Time Periods.

USE

 

Events filter

It is possible to use the time periods to define an events filter on the following attributes:

  • Start date,
  • End date,
  • History-Created on,
  • History-Modified on.
periode-temps-filtres

You can also use a criterion on a given day in the events filters.

Example: “Start date is Monday”

periode-temps-filtre-jours

Control column and Events values

In a Control column or Events values type of heading, you must define the Time period for which the control will be carried out.

The Time Period is shown in the Events filter tab of the Control column or of the Events values > Period > Choose the period in a list (This Month, This Year, etc.).

periode-temps-total-controle

Use by other functionalities

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