Structure of Visual Planning

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Valuation item: configuration

 

Creating a valuation item

 

To create a valuation item, go to the Settings menu > Valuation Items > Right-click on Valuation Items > Create Valuation Item.

poste-valorisation-creation

The corresponding window is then enabled:

poste-valorisation-parametres

Fill in the different settings and click on the Validate button.

Name

Give the valuation item a name.

If the multi-language management is activated in the Admin center, it will be possible to fill in a name for the valuation item in the proposed languages by clicking on the v7_adm_en_parametres_generaux_symbole_multilangue button.

Note

Name of the valuation item in french Taux
Name of the valuation item in english Rates
What is seen in a FR desktop Taux
What is seen in a EN desktop Rates

 

Description

Give the valuation item a description. This data is optional.

 

History

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

This property is updated automatically.

 

Global unit

This is the unit the valuation item can be converted into.

 

Basic unit

This is the valuation item unit.

If this unit is the same as the global unit, the “basic total” becomes unnecessary in the event. This total is therefore made invisible.

 

Conversion coefficient

You must specify the conversion coefficient from the basic unit to the global unit.

This coefficient is used for example to convert days into euros, or pallets into trucks.

 

Display the coefficient

Enable this button to display the valuation item coefficient in events.

 

Display the fixed value

Enable this button to hide the fixed value of the valuation item in events.

 

Display the unit of time

Enable this button to display the valuation item’s unit of time in events.

 

Display the value per unit

Enable this button to display the valuation item’s variable value per unit (of time) in events.

 

Coefficients

For each worked period type, you can specify the additional coefficients that can be applied to events occurring in several of these periods.

For example, working on Saturday can be recorded at 150%.

 

Assigning an item to a creation rule

 

After creating the valuation item, you must assign it to an event creation rule.

To do so, you must specify its values in the definition window.

poste-valorisation-regle-creation

Modifying a valuation item

 

To modify a valuation item you may have 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 valuation item, select the item in the Settings menu > Valuation items. The corresponding part of the window is then enabled.

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.

Deleting a valuation item

Warning

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

In the Settings menu >Valuation item > Click on the appropriate valuation item > Delete to definitively delete the valuation item.

poste-valo-suppression

A confirmation window is displayed:

poste-valo-supprimer
  • Click on Yes to definitively confirm deletion,

  • Click on No to cancel this deletion.

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