VPPORTAL: CREATING A VPPORTAL TEMPLATE

 

Creating a Dashboard

 

The Dashboard gives an overview of the organization. It displays indicators useful for management via a single interface.

Go to Settings > Configuration pane > Click on VPPortal.

To create a VPPORTAL Dashboard, Right-click on VPPortal Templates > Create a dashboard or click on the add button button and Create a dashboard.

The pane below is enabled:

vpportal_dashboard_model

Specify the dashboard’s characteristics by clicking on Contents.

Name

Give the dashboard a name.

 

Description

Give the dashboard a description. This field is optional.

 

History

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

This property is updated automatically.

 

Activated

If this button is enabled, the template is activated and made available to VPPORTAL users.

 

Image

Choose an image for the widget.

 

Automatic layout

If this button is enabled, the dashboard’s widgets will be automatically positioned one after the other.

If this button is disabled, the widgets can be positioned freely.

 

Contents

This field is used to create the dashboard’s widgets.

Click on . A window is displayed in which you can structure the data to be displayed in the dashboard.

To add an indicator to the dashboard, right-click in the window > Add > Select the entity.

You can display several same-type indicators in the dashboard. Once you have configured your dashboard elements, click OK to close the window and Confirm.

vpportal_dashboard_add_widgets

HTML text

This indicator is used to display free text formatted in the dashboard.

Choose the size of the widget to be added.

To configure the text, enter the:

 

  • Title: the title of the widget,
  • Background colour: the background color of the widget,
  • HTML content: the text to display by configuring the editor displayed.
vpportal_html_text

Resources total

This indicator is used to display the total of a numeric value in a resource list.

Choose the size of the widget to be added.

To configure the resource total, enter the:

  • Title: the title of the widget,
  • Background colour: the background color of the widget,
  • Format: the format of the total displayed,
  • Filter: the filter of the resources to be applied to establish the total,
  • Computed heading: the numeric value to be totaled,
  • Compute type: the type of calculation. This can be the sum of the resources or the average per resource.
    • For a sum, it will total all the values of all the resources,
    • For an average, the total will be divided by the number of resources to obtain the mean.
vpportal_resources_total

Workload total

This indicator is used to display the result of a workload in the dashboard. The result displayed will be the value of the workload, totaled for the selected time period.

Choose the size of the widget to be added.

To configure the workload total, enter the:

  • Title: the title of the widget,
  • Background colour: the background colour of the widget,
  • Format: the format of the total displayed,
  • Workload: the appropriate workload,
  • Compute period: the period on which the sum will be established.
vpportal_workload

Load

This indicator is used to display a workload in the dashboard.

To configure the workload, enter the:

 

  • Title: the title of the widget,
  • Line color: the colour of the value row,
  • Workload: the appropriate workload,
  • Compute period: the workload display period,
  • Step: the step in the workload for the period chosen below.
vpportal_workload_

Multi-workload

This indicator is used to display a workload in the dashboard. The particularity of this widget is that the workload will be dispatched by resource.

To configure the workload, enter the:

 

  • Title: the title of the widget,
  • Line colour: the colour of the value row,
  • Workload: the appropriate workload,
  • Compute period: the workload display period,
  • Step: the step in the workload for the period chosen below.
vpportal_multi_workload

Events Report

This indicator is used to display an events report in the dashboard.

To configure the events report, enter the:

 

  • Title: the title of the widget,
  • Events report: the events report to be displayed,
  • Display mode: the events report display mode
  • Colour: enables you to choose the colours of the lines according to what they represent.
vpportal_event_report

Events List

This indicator is used to display a list of events, in accordance with a given filter and period, in the dashboard.

Choose the size of the widget to be added.

To configure the events list, enter the:

  • Title: the title of the widget,
  • Filter: the events filter to be applied,
  • Number of items: the number of events to be displayed. “-1” means “display all the events that comply with the filter and the calculation period,
  • Inverted sort: the default sort order is based on the first attribute selected in the HTML content. If this option is enabled, the sort will be established in reverse order.
  • Compute period: the event display period,
  • HTML content: the text to display by configuring the editor displayed,
  • Editor: choice of events editor.
vpportal_event_list_widget

Resources list

This indicator is used to display the list of resources of the dimension selected in the dashboard.

Choose the size of the widget to be added.

To configure the resources list, enter the:

  • Title: the title of the widget,
  • Dimension: the dimension that shows the resources to be displayed,
  • Filter: the resource filter to be applied,
  • Number of items: the number of events to be displayed. ‘-1’ means ‘display all the events that comply with the filter and the calculation period,
  • Inverted sort: the default sort order is based on the first attribute selected in the HTML content. If this option is enabled, the sort will be established in reverse order.
  • HTML content: the text to display by configuring the editor displayed,
  • Editor: choice of events editor.
vpportal_resource_list_widget

Creating a Diary template

 

Go to Settings > Configuration pane > Click on VPPortal.

To create a VPPORTAL Diary template, Right-click on VPPortal templates > Create a Diary > Choose the dimension or click the add button button and choose the dimension.

vpportal_diary_model

Specify the characteristics of the Diary template, then confirm by clicking OK.

The following characteristics must be entered:

 

Name

Give the template a name.

 

Description

Give the template a description. If entered, this description will be visible by clicking on the vpportal_settings_button button.

To see the full description, click on the description or on the vpportal_description_button button. A window opens to display the full description.

 

History

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

This property is updated automatically.

 

Activated

If this button is enabled, the template is activated and made available to VPPORTAL users.

 

Image

Choose an image for the widget.

 

Title

Title of the context.

 

Current display

If enabled, this button is used to save the display settings of the template and of its sub-contexts for each user.

The display settings saved are the filters, date (for diary and schedule contexts), the selected tab (for complex views), the panel size (for complex views).

 

Start time

Define time when day display starts

 

End time

Define time when day display ends.

 

Display Period

Choose from the pull-down list the default display period when the template opens.

The different choices are: Daily, Week, Worked week and Monthly.

 

Displayable periods

Select in the list the period(s) the user can choose in the template.

 

Selectable dimension

If a sub-context is selected in this field, only the events corresponding to the resource selected in the Diary view will be displayed.

 

Dimension filter

This filter defines the resources to which the template applies.

It is possible:

  • to select an existing filter;
  • or to create a custom filter specific to the template. To do this, select Customized.

Choice of Dimensions

If this button is enabled, it displays a drop-down menu containing the list of resources.

 

Main data items

Choose the event headings and/or attributes that will identify events.

This data will be displayed in the time bars.

 

Separator

Choose the character that separates identification details when the event is presented.

 

Icon

Choose the dimension that defines the icon in the event time bar.

 

Icon size

Choose the size of icons from 16 to 64 pixels.

 

Border color

Choose the dimension that defines the event border colour.

 

Background color

Choose the dimension(s) that define(s) the event background colour.

If several dimensions are selected, the event bar will show the dimension colours.

If only one dimension defines the background colour and it is shaded, it will also be visible in the time bar.

 

Display the number of children

If enabled, this button is used to display the number of child events of a given parent event. A badge is then added in the top right corner of the parent events.

Mousing over the parent event or one of the child events highlights all the events of the view that are linked to this parent or these children; the other events are displayed as transparent.

 

Description data

The data will be displayed in the child-event tooltip.

Choose the event headings and/or attributes that will describe events. The wording that will be displayed can be modified.

vpportal_description_data_child

Creation hierarchies

Choose the event creation hierarchy/ies as well as the editors to display for each event created with this/these hierarchies.

vpportal_hierarchies_creation

If no hierarchy is chosen, it will not be possible to create events in this template.

 

Input editor

Choose the input editor to display for the template’s events.

If the chosen value is “Automatic“, the editor to display will be the editor that has a filter corresponding to the event from the list of input editors defined for VPPORTAL.

 

Authorize duplication

If this button is enabled, the duplication button is displayed when editing an event.

Duplication will only be possible if a hierarchy has been selected above.

 

Authorize repetition

If this button is enabled, the repetition button is displayed when editing an event.

Repetition will only be possible if a hierarchy has been selected above.

 

Events filters

Choose the filters that will be available in the template from the list of existing events filters.

 

Period

Choose the period when events are visible.

 

Display extra events

Select the resource-type headings of the template dimension for which events should be displayed.

 

Linked event filter

Choose the events filters for the dependent resources selected above.

It is possible:

  • to select an existing filter;
  • or to create a custom filter specific to the template.

List of sub-contexts

You can define several sub-contexts.

Each sub-context is a resource list template. It is configured as shown below.

 

Layout

Specify the positioning of the sub-contexts defined above.

vpportal_layout_subcontext
  • Position: the sub-contexts can be positioned above, below, to the right or to the left of the main template,
  • Size Define the size of the sub-contexts in pixels or as a percentage,
  • Group: if there are several sub-contexts, you can place them side by side or in tabs.

Creating a Schedule template

 

Go to Settings > Configuration pane > Click on VPPortal.

To create a VPPORTAL Schedule template, right-click VPPortal Templates > Add a planner > Choose the dimension or click on the add button button and choose the dimension.

The pane below is enabled:

vpportal_planner_context

Specify the characteristics of the Schedule template, then confirm by clicking OK.

The following characteristics must be entered:

 

Name

Give the template a name.

 

Description

Give the template a description. If a description is entered, it will appear in the tab header in VPPORTAL.

 

History

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

This property is updated automatically.

 

Activated

If this button is enabled, the template is activated and made available to VPPORTAL users.

 

Image

Choose an image for the widget.

 

Title

Title of the context.

 

Current display

If enabled, this button is used to save the display settings of the template and of its sub-contexts for each user.

The display settings saved are the filters, date (for diary and schedule contexts), the selected tab (for complex views), the panel size (for complex views).

When this button is enabled, you can adust the width of the columns of the resources and keep them in the context.

 

Start hour

Define time when day display starts

 

End hour

Define time when day display ends.

 

Display Period

Choose from the pull-down list the default display period when the template opens.

The different choices are: Daily, Weekly, Worked week and Monthly.

 

Displayable periods

Select in the list the period(s) the user can choose in the template.

 

Time scale

Choose the time scale: hour, half-day or day.

 

Dimension filters

This filter defines the resources to which the template applies.

It is possible:

  • to select an existing filter;
  • or to create a custom filter specific to the template.

Creation input editor

Choose the input editor to display when creating new resources.

 

Input editor

Choose the input editor to display for the template’s resources.

If the chosen value is “Automatic“, the editor to display will be the editor that has a filter corresponding to the resource from the list of input editors defined for VPPORTAL.

 

Identification headings

Choose, among the headings of the selected dimension, the headings that will appear in the left-hand part of the schedule.

 

Group by heading

Select the heading that will be used to group the data. The order can be ascending or descending.

 

Sort by heading

Select the heading that will be used to sort the data. The order can be ascending or descending.

 

Display icon

Enable this button to display the icon of the resources.

 

Icon size

Choose the size of icons from 16 to 64 pixels.

 

Row colour

The colour of the resource row can be selected by choosing the resource colour or the colour of one of the calculated headings with thresholds for the resource.

The color will appear to the left of the resource row.

vpportal_planner_row_color

Panel size

Define the size of the resources panel in relation to the screen.

Note

The size must be between 20% and 80%.

Identification data

Choose the event headings and/or attributes that will identify events.

This data will be displayed in the time bars.

 

Separator

Choose the character that separates identification details when the event is presented.

 

Icon

Choose the dimension that defines the icon in the event time bar.

 

Icon size

Choose the size of icons from 16 to 64 pixels.

 

Border colour

Choose the dimension that defines the event border colour.

 

Background colour

Choose the dimension(s) that define(s) the event background colour.

If several dimensions are selected, the event bar will show the dimension colours.

If only one dimension defines the background colour and it is shaded, it will also be visible in the time bar.

 

Description data

The data will be displayed in the tooltip.

Choose the event headings and/or attributes that will describe events. The wording that will be displayed can be modified.

vpportal_description_data_child

Events height

Choose the height of the time bar for events in pixels.

Warning

The height of the time bar for events cannot be less than 20px.

Creation hierarchies

Choose the event creation hierarchy/ies as well as the editors to display for each event created with this/these hierarchies.

vpportal_hierarchies_creation

If no hierarchy is chosen, it will not be possible to create events in this template.

 

Input editor

Choose the input editor to display for the template’s events.

If the chosen value is “Automatic“, the editor to display will be the editor that has a filter corresponding to the event from the list of input editors defined for VPPORTAL.

 

Authorize duplication

If this button is enabled, the duplication button is displayed when editing an event.

Duplication will only be possible if a hierarchy has been selected above.

 

Authorize repetition

If this button is enabled, the repetition button is displayed when editing an event.

Repetition will only be possible if a hierarchy has been selected above.

 

Events filters

Choose the filters that will be available in the template from the list of existing events filters.

 

Period

Choose the period when events are visible.

 

Display extra events

Select the resource-type headings of the template dimension for which events should be displayed.

 

Linked event filter

Choose the events filters for the dependent resources selected above.

It is possible:

  • to select an existing filter;
  • or to create a custom filter specific to the template.

Workloads

Choose the workloads to display in the template, as well as the type of display.

 

List of sub-contexts

You can define several sub-contexts.

Each sub-context is a resource list template. It is configured as shown below.

 

Layout

Specify the positioning of the sub-contexts defined above.

vpportal_layout_subcontext
  • Position: the sub-contexts can be positioned above, below, to the right or to the left of the main template,
  • Size Define the size of the sub-contexts in pixels or as a percentage,
  • Group: if there are several sub-contexts, you can place them side by side or in tabs.

Creating an Events List template

 

Go to Settings > Configuration pane > Click on VPPortal.

To create a VPPORTAL Events list, right-click on VPPortal Templates > Add an Events list > Choose the dimension or click the button add button and choose the dimension.

The pane below is enabled:

vpportal_event_list_context

Specify the characteristics of the Events list, then confirm by clicking OK.

The following characteristics must be entered:

 

Name

Give the template a name.

 

Description

Give the template a description. If entered, this description will be visible by clicking on the vpportal_settings_button button.

To see the full description, click on the description or on the vpportal_description_button button. A window opens to display the full description.

 

History

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

This property is updated automatically.

 

Activated

If this button is enabled, the template is activated and made available to VPPORTAL users.

 

Image

Choose an image for the widget.

 

Current display

If enabled, this button is used to save the display settings of the template and of its sub-contexts for each user.

The display settings saved are the filters, date (for diary and schedule contexts), the selected tab (for complex views), the panel size (for complex views).

When this button is enabled, you can adust the width of the columns (in Table mode) and save it in the context.

 

Title

Give the context a title.

 

Display Type

Use this checkbox to choose whether events are displayed in a Table or in Details mode.

Warning

This option is only available in Details mode.

Auto Format text

Enable this button to display the names of VISUAL PLANNING attributes and entities in the template.

 

HTML descriptor

Warning

This option is only available in Details mode and if the Auto Format text button is enabled.

Right-clicking brings up an HTML editor.

vpportal_html_editor

This makes it possible to create your own visuals for the template’s events:

  • By entering formatted or unformatted text,

  • By inserting images, tables and event attributes.

Description data

Warning

This option is only active if the Auto Format Text button is enabled.

Choose the event headings and/or attributes that will describe events. The wording that will be displayed can be modified.

vpportal_description_data_child

Number of rows per page

Define the maximum number of event rows that will appear on one page in VPPORTAL.

 

Group by heading

Select the heading that will be used to group the data. The order can be ascending or descending.

 

Sort by heading

Select the heading that will be used to sort the data. The order can be ascending or descending.

 

Icon

Choose the dimension that defines the icon in the event time bar.

 

Icon size

Choose the size of icons from 16 to 64 pixels.

 

Background colour

Choose the dimension(s) that define(s) the event background colour.

If several dimensions are selected, the event bar will show the dimension colours.

If only one dimension defines the background colour and it is shaded, it will also be visible in the time bar.

 

Selectable dimension

If a sub-context is selected in this field, only the events corresponding to the resource selected in the view will be displayed.

 

Dimension filter

This filter defines the resources to which the template applies.

It is possible:

  • to select an existing filter;
  • or to create a custom filter specific to the template.

Choice of Dimensions

If this button is enabled, it displays a drop-down menu containing the list of resources.

 

Creation hierarchies

Choose the event creation hierarchy/ies as well as the editors to display for each event created with this/these hierarchies.

vpportal_hierarchies_creation

If no hierarchy is chosen, it will not be possible to create events in this template.

 

Input editor

Choose the input editor to display for the template’s events.

If the chosen value is “Automatic“, the editor to display will be the editor that has a filter corresponding to the event from the list of input editors defined for VPPORTAL.

 

Authorize duplication

If this button is enabled, the duplication button is displayed when editing an event.

Duplication will only be possible if a hierarchy has been selected above.

 

Authorize repetition

If this button is enabled, the repetition button is displayed when editing an event.

Repetition will only be possible if a hierarchy has been selected above.

 

Events filters

Choose the filters that will be available in the template from the list of existing events filters.

 

Period

Choose the period when events are visible.

 

List of sub-contexts

You can define several sub-contexts.

Each sub-context is a resource list template. It is configured as shown below.

 

Layout

Specify the positioning of the sub-contexts defined above.

vpportal_layout_subcontext
  • Position: the sub-contexts can be positioned above, below, to the right or to the left of the main template,
  • Size Define the size of the sub-contexts in pixels or as a percentage,
  • Group: if there are several sub-contexts, you can place them side by side or in tabs.

Creating a Kanban template

 

Go to Settings > Configuration pane > Click on VPPortal.

To create a VPPORTAL Kanban template, right-click on VPPortal Templates > Add a Kanban view > Choose the dimension or click the add button button and choose the dimension.

The pane below is enabled:

vpportal_kanban_model

Specify the characteristics of the Kanban template, then confirm by clicking OK.

The following characteristics must be entered:

 

Name

Give the template a name.

 

Description

Give the template a description. If entered, this description will be visible by clicking on the vpportal_settings_button button.

To see the full description, click on the description or on the vpportal_description_button button. A window opens to display the full description.

 

History

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

This property is updated automatically.

 

Activated

If this button is enabled, the template is activated and made available to VPPORTAL users.

 

Image

Choose an image for the widget.

 

Current display

If enabled, this button is used to save the display settings of the template and of its sub-contexts for each user.

The display settings saved are the filters, date (for diary and schedule contexts), the selected tab (for complex views), the panel size (for complex views).

 

Title

Title of the context.

 

Dispatch according to

It is possible to break down the columns according to a dimension to have a representation corresponding to the Kanban method.

 

Dispatch according to the same dimension as the events view dimension

If the columns are broken down according to the same dimension, dragging-dropping an event from one column to another will modify the event’s resource.

Example: If the breakdown dimension concerns event statuses, an event’s status will change to validated by dragging-dropping the event from the “Requested” column to “Validated”.

Dispatch according to a different dimension from the events view dimension

If the breakdown uses a different dimension from the one used to create the events view, dragging-dropping an event from one column to another will create a new event with the resource from the breakdown dimension.

Example: If the breakdown dimension concerns event statuses, an event with “Validated” status will be created just by dragging-dropping the event from the “Requested” column to “Validated”. The event that had “Requested” status will disappear from the events view but will still exist.

Resource in column

Here you choose the resources that will be distributed to the column.

 

Auto Format text

Enable this button to display the names of VISUAL PLANNING attributes and entities in the template.

 

HTML descriptor

Warning

This option is only available if the Auto Format Text button is enabled.

Right-clicking brings up an HTML editor.

visual planning 8 vpportal html editor

This makes it possible to create your own visuals for the template’s events:

 

  • By entering formatted or unformatted text,

  • By inserting images, tables and event attributes.

Description data

Warning

This option is only active if the Auto Format Text button is enabled.

Choose the event headings and/or attributes that will describe events. The wording that will be displayed can be modified.

visual planning 8 vpportal description data child

Sort by heading

Select the heading that will be used to sort the data. The order can be ascending or descending.

 

Icon

Choose the dimension that defines the icon in the event time bar.

 

Icon size

Choose the size of icons from 16 to 64 pixels.

 

Background colour

Choose the dimension(s) that define(s) the event background colour.

If several dimensions are selected, the event bar will show the dimension colours.

If only one dimension defines the background colour and it is shaded, it will also be visible in the time bar.

 

Selectable dimension

If a sub-context is selected in this field, only the events corresponding to the resource selected in the view will be displayed.

 

Dimension filter

This filter defines the resources to which the template applies.

It is possible:

  • to select an existing filter;
  • or to create a custom filter specific to the template.

 

Creation hierarchies

Choose the event creation hierarchy/ies as well as the editors to display for each event created with this/these hierarchies.

visual planning 8 vpportal hierarchies creation

If no hierarchy is chosen, it will not be possible to create events in this template.

 

Input editor

Choose the input editor to display for the template’s events.

If the chosen value is “Automatic“, the editor to display will be the editor that has a filter corresponding to the event from the list of input editors defined for VPPORTAL.

 

Authorize duplication

If this button is enabled, the duplication button is displayed when editing an event.

Duplication will only be possible if a hierarchy has been selected above.

 

Events filters

Choose the filters that will be available in the template from the list of existing events filters.

 

Period

Choose the period when events are visible.

 

List of sub-contexts

You can define several sub-contexts.

Each sub-context is a resource list template. It is configured as shown below.

 

Layout

Specify the positioning of the sub-contexts defined above.

visual planning 8 vpportal layout subcontext
  • Position: the sub-contexts can be positioned above, below, to the right or to the left of the main template,
  • Size Define the size of the sub-contexts in pixels or as a percentage,
  • Group: if there are several sub-contexts, you can place them side by side or in tabs.

Creating a Gantt events template

 

Go to Settings > Configuration pane > Click on VPPortal.

To create a VPPORTAL Gantt template, Right-click on VPPortal Templates > Create a Gantt view > Choose the dimension or click on the add button button and choose the dimension.

The pane below is enabled:

vpportal_gantt_model

Specify the characteristics of the Gantt template, then confirm by clicking OK

The following characteristics must be entered:

 

Name

Give the template a name.

 

Description

Give the template a description. If entered, this description will be visible by clicking on the add button button.

To see the full description, click on the description or on the visual planning 8 vpportal_ description button button. A window opens to display the full description.

 

History

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

This property is updated automatically.

 

Enabled

If this button is enabled, the template is activated and made available to VPPORTAL users.

 

Image

Choose an image for the widget.

 

Current display

If enabled, this button is used to save the display settings of the template and of its sub-contexts for each user.

The display settings saved are the filters, date (for diary and schedule contexts), the selected tab (for complex views), the panel size (for complex views).

 

Title

Title of the context.

 

Display Period

Choose from the pull-down list the default display period when the template opens. The different choices are: Daily, Week, Worked week and Monthly.

 

Displayable Periods

Enter the number of levels in the tree.

The nodes will group the resource’s events.

 

Tree depth

Select in the list the period(s) the user can choose in the template.

 

Identification headings

Choose the event headings and/or attributes that will identify resource’s events.

This data will be displayed in the view’s left-hand panel.

vpportal_gantt_identification_headings

Panel Size

Enter the size, as a percentage, of the view’s left-hand panel.

 

Identification data

Choose the event headings and/or attributes that will identify events.

This data will be displayed in the event’s time bar.

 

Separator

Choose the character that separates identification details when the event is presented.

 

Icon

Choose the dimension that defines the icon in the event time bar.

 

Icon size

Choose the size of the icons, from 16 to 64 pixels.

 

Background color

Choose the dimension(s) that define(s) the event background colour.

If several dimensions are selected, the event bar will show the dimension colours.

If only one dimension defines the background colour and it is shaded, it will also be visible in the time bar.

 

Critical path colour

Choose the colour that represents the critical path in the view.

The events and links that comprise the critical path will be displayed in this colour.

 

Description data

Choose the event headings and/or attributes that will describe events. The wording that will be displayed can be modified

visual planning 8 vpportal description data child

Creation hierarchies

Choose the event creation hierarchy/ies as well as the editors to display for each event created with this/these hierarchies.

visual planning 8 vpportal hierarchies creation

If no hierarchy is chosen, it will not be possible to create events in this template.

Input editor

Choose the input editor to display for the template’s events.

If the chosen value is “Automatic“, the editor to display will be the editor that has a filter corresponding to the event from the list of input editors defined for VPPORTAL.

 

Authorize duplication

If this button is enabled, the duplication button is displayed when editing an event.

Duplication will only be possible if a hierarchy has been selected above.

 

Authorize repetition

If this button is enabled, the repetition button is displayed when editing an event.

Repetition will only be possible if a hierarchy has been selected above.

 

Events filters

Choose the filters that will be available in the template from the list of existing events filters.

 

Period

Choose the period when events are visible.

 

Display extra events

Select the resource-type headings of the template dimension for which events should be displayed.

 

Linked event filter

Choose the events filters for the dependent resources selected above. It is possible:

  • to select an existing filter;
  • or to create a custom filter specific to the template.

 

List of sub-contexts

You can define several sub-contexts.

Each sub-context is a resource list template. It is configured as shown below.

 

Layout

Specify the positioning of the sub-contexts defined above.

 

visual planning 8 vpportal layout subcontext
  • Position: the sub-contexts can be positioned above, below, to the right or to the left of the main template,
  • Size Define the size of the sub-contexts in pixels or as a percentage,
  • Group: if there are several sub-contexts, you can place them side by side or in tabs.

Creating a Resources List template

 

Go to Settings > Configuration pane > Click on VPPortal.

To create a VPPORTAL Resources list template, Right-click on VPPortal Templates > add a Resources list > Choose the dimension or click on the add button button and choose the dimension.

The pane below is enabled:

vpportal_resource_list_model

Specify the characteristics of the Resources list template, then confirm by clicking OK

The following characteristics must be entered:

 

Name

Give the template a name.

 

Description

Give the template a description. If entered, this description will be visible by clicking on the visual planning 8 vpportal settings button button.

To see the full description, click on the description or on the visual planning 8 vpportal_ description button button. A window opens to display the full description.

 

History

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

This property is updated automatically.

 

Activated

If this button is enabled, the template is activated and made available to VPPORTAL users.

 

Current display

If enabled, this button is used to save the display settings of the template and of its sub-contexts for each user.

The display settings saved are the filters, date (for diary and schedule contexts), the selected tab (for complex views), the panel size (for complex views).

When this button is enabled, you can adust the width of the columns (in Table mode) and keep it in the context.

 

Title

Title of the context.

 

Creation hierarchy

Choose the event creation hierarchy/ies as well as the editors to display for each event created with this/these hierarchies.

 

Creation input editor

Choose the input editor to display when creating a resource.

 

Input editor

Choose the input editor to display when editing a resource.

If the chosen value is “Automatic“, the editor to display will be the editor that has a filter corresponding to the resource from the list of input editors defined for VPPORTAL.

 

Authorize duplication

If this box is checked, the duplication button is displayed when editing an event.

Duplication will only be possible if a hierarchy has been selected above.

 

List of sub-contexts

List of sub-contexts to be displayed.

 

Layout

Positioning of the sub-contexts in relation to the main context.

 

Display Type

Use this checkbox to choose whether resources are displayed in a Table or in Details mode.

 

Auto Format text

Warning

This option is only available in Details mode.

Enable this button to display the names of VISUAL PLANNING attributes and entities in the template.

 

HTML descriptor

Warning

This option is only available in Details mode and if the Auto Format text button is enabled.

Right-clicking brings up an HTML editor.

visual planning 8 vpportal html editor

This makes it possible to create your own visuals for the template’s resources:

  • By entering formatted or unformatted text,

  • By inserting images, tables and resource attributes.

Description data

Warning

This option is only active if the Auto Format Text button is enabled.

Choose the headings and/or attributes that will describe resources. The wording that will be displayed can be modified.

visual planning 8 vpportal description data child

Number of rows per page

Define the maximum number of resource rows that will appear on one page in VPPORTAL.

 

Group by heading

Select the heading that will be used to group the data. The order can be ascending or descending.

 

Sort by heading

Select the heading that will be used to sort the data. The order can be ascending or descending.

 

Display icon

Enable this button to display the icon of the resources.

 

Icon size

Choose the size of icons from 16 to 64 pixels.

 

Line’s color

The colour of the resource row can be selected by choosing the resource colour or the colour of one of the calculated headings with thresholds for the resource.

The colour will appear to the left of the resource row.

visual planning 8 vpportal planner row color

Selectable dimension

Dimension from the sub-contexts used for filtering.

 

Dimension filter

Choose the filters that will be available in the template from the list of existing resource filters.

Creating a BluePrint template

 

Go to Settings > Configuration pane > Click on VPPortal.

To create a VPPORTAL BluePrint template, right-click on VPPortal Templates > Add a BluePrint view > Choose the dimension or click on the add button button and choose the dimension.

The pane below is enabled:

vpportal_blueprint_model

Specify the characteristics of the BluePrint template, then confirm by clicking OK.

The following characteristics must be entered:

 

Name

Give the template a name.

 

Description

Give the template a description. If entered, this description will be visible by clicking on the vp7_en_portal_bouton_parametres button.

To see the full description, click on the description or on the button-add-webview button. A window opens to display the full description.

 

History

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

This property is updated automatically.

 

Enabled

If this button is enabled, the template is activated and made available to VPPORTAL users.

 

Current display

If enabled, this button is used to save the display settings of the template and of its sub-contexts for each user.

The display settings saved are the filters, date (for diary and schedule contexts), the selected tab (for complex views), the panel size (for complex views).

 

Title

Title of the context.

 

Description data

Choose the event headings and/or attributes that will describe events. The wording that will be displayed can be modified.

vp7_en_portal_donnes_description

Row colour

The colour of the resource row can be selected by choosing the resource colour or the colour of one of the calculated headings with thresholds for the resource.

The colour will appear on the resource.

vp7_en_portal_couleur_ressource_blueprint

Dimension filter

This filter defines the resources to which the template applies.

It is possible:

  • to select an existing filter;

  • or to create a custom filter specific to the template.

Creation hierarchies

You can create events directly on a BluePrint by dragging a resource from a sub-context to the zone of the BluePrint concerned.

Choose the event creation hierarchy/ies as well as the editors to display for each event created with this/these hierarchies.

vp7_en_portal_hierarchie

If no hierarchy is chosen, it will not be possible to create events in this template.

 

Creation input editor

Choose the input editor to display when creating a resource.

 

Input editor

Choose the input editor to display when editing a resource.

If the chosen value is “Automatic“, the editor to display will be the editor that has a filter corresponding to the resource from the list of input editors defined for VPPORTAL.

 

List of sub-contexts

You can define several sub-contexts.

Each sub-context is a resource list template. It is configured as shown below.

 

Positioning

Specify the positioning of the sub-contexts defined above.

vp7_en_portal_positionnement_sous_contextes
  • Position: the sub-contexts can be positioned above, below, to the right or to the left of the main template,
  • Size Define the size of the sub-contexts in pixels or as a percentage,
  • Group: if there are several sub-contexts, you can place them side by side or in tabs.

Creating an Events Report template

 

Go to Settings > Configuration pane > Click on VPPortal.

To create a VPPORTAL Events Report template, right-click on VPPortal Templates > add an Events Report > Choose the dimension or click on the add button button and choose the dimension.

The pane below is enabled:

vpportal_event_report_context

Specify the characteristics of the Events Report template, then confirm by clicking OK.

The following characteristics must be entered:

 

Name

Give the template a name.

 

Description

Give the template a description. If entered, this description will be visible by clicking on the visual planning 8 vpportal settings button button.

To see the full description, click on the description or on the visual planning 8 vpportal_ description button button. A window opens to display the full description.

 

History

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

This property is updated automatically.

 

Enabled

If this button is enabled, the template is activated and made available to VPPORTAL users.

 

Current display

If enabled, this button is used to save the display settings of the template and of its sub-contexts for each user.

The display settings saved are the filters, date (for diary and schedule contexts), the selected tab (for complex views), the panel size (for complex views).

 

Events Report

Choose the events reports to display as well as their type of display and the wording to give to each events report.

vpportal_event_report_choice
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