VPPORTAL: USING A DIARY TEMPLATE

 

Consulting a Diary

 

The Diary enables you to see the events arranged in a diary over a given period of time.

Information about the events are displayed on the time bar.

More detailed information is displayed in the tooltip. The event’s start and end dates are also displayed by default in the tooltip.

The type of information displayed is determined by the configuration.

Several options are possible in a Diary.

 

Time period

You can modify the viewed time period by clicking on the following button:

vpportal_diary_period

The Diary template can be organized:

 

  • by month,

  • a week,

  • by worked week,

  • by day.

Caution

These different time periods are displayed if they have been selected in the configuration process.

Browsing the calendar

You can browse the calendar using the arrows by clicking on the date.

vpportal_calendar

Show night hours

Warning

This option is not available in “Month” display mode.

In the week, worked week and day displays, you can show or hide the night-time hours by clicking on the corresponding button at the bottom of the screen.

vpportal_show_night_hour

If the night-time hours are shown, click on Hide night hours to hide them.

 

Resources filters

If the “Choice of Dimensions” box was checked during configuration, events can be filtered by only displaying events from the resource selected in the pull-down list.

The drop-down list of resources is accessible by clicking on the visual planning 8 vpportal settings button button or on the vpportal_resource_list_button button.

vpportal_diary_resource_filter

Events filters

If events filters were selected in the “Events filter” field when configuring the Diary module, events can be filtered.

To do so, click on the visual planning 8 vpportal settings button button.

Select the appropriate filter in the drop-down list to filter the events displayed in the diary.

vpportal_events_filter

Note

The filters “to be asked” are taken into account and can be used in VPPORTAL.

Search

The events displayed can be filtered by carrying out a search.

To do so, click on the visual planning 8 vpportal settings button button.

Filtering can:

  • Filter the displayed events,
  • Filter on the properties and headings displayed;
  • Condition: Contains.
vpportal_search

Important

Headings and properties that are not visible in the diary are not taken into account to verify the filter condition.

View of the diary

DayThis view displays all the hours of a day. Special days are shown in the color of the defined period type.

vpportal_diary_day_view
Week : This view displays all the days of a week. Special days are shown in the color of the defined period type.
vpportal_diary_week_view

Working week : This view displays all the worked days of a week. Special days are shown in the color of the defined period type.

vpportal_diary_working_week_view

Month : This view displays all the days of a month. Special days are shown in the color of the defined period type.

vpportal_diary_month_view

Viewing child events

If the ‘Diplay children counts’ button is enabled, the parent events with child-event will be given a number indicating the number of children-events scheduled.

Hovering the mouse cursor over the parent event will highlight the associated child event and the other events will be greyed out.

vpportal_diary_child_event_viewing

Resetting the display of a context

If the current display has been activated, you can reset the display to how it was set up in the configuration.

To do so, click on the visual planning 8 vpportal settings button button. In the window displayed, click on the vpportal_resetting_button button.

Creating an event

Warning

It will only be possible to create an event if at least one hierarchy was selected during configuration.

To create an event:

  • Click on the portal7_fr_bouton_ajouter button;

  • or Select the start and end date of the event to be created on the diary,

  • or Drag and drop a resource of a sub-context on the diary.

If several creation hierarchies are possible, choose one of them in the following window:

vpportal_create_event_hierarchy_choose

The resources for the selected hierarchy’s mandatory dimensions must be chosen in the following screen:

 

  • Choice of dimension(s)

vpportal_create_event_select_dimension

Click on Cancel to cancel the creation of the event.

Click on OK to continue creating the event. Enter the event’s properties in the next screen:

 

  • Choice of the event’s headings and attributes which will be displayed when editing the event.

vpportal_create_event_editor

Then:

 

  • Click OK to confirm the creation of the event,

  • or click Cancel to cancel it.

Manipulating an event

 

Clicking on an event brings up a pop-up menu. Select the appropriate action from among the proposed options (if you have the required permissions).

  • Click on portal7_fr_bouton_edition to edit the event. The appropriate editing window is displayed. (See Input editors).

    The data displayed for an event can be edited if you have the required permissions.

    For a given dimension, resources can be modified if the Dimension entity is displayed in the event.

vpportal_create_event_editor
  • Click on vpportal_divide_button to subdivide the event.

    • If the event cannot be sub-divided, the button is grayed.
    • If the event can be sub-divided, the following window is displayed:

vpportal_divide_warning
Click OK or Cancel to confirm or cancel the creation of the event.
  • Click on vpportal_duplicate_button to duplicate the event if the option has been enabled (see Authorize duplication). The event editing window will appear.
vpportal_create_event_editor
  • Click on vpportal_repeat_button to repeat the event if the option has been enabled (see Authorize duplication). The event editing window will appear.
vpportal_repeat_horizontal

Set the parameters for repeating the event

  • Click on vpportal_assign_button to assign a resource to the event. The different resource assignment contexts previously created will be proposed:
vpportal_assignement_resource

The corresponding assignment window will be displayed. Select the desired resource and click on OK.

vpportal_assign_resource
  • Click on portal7_fr_bouton_supprimer to delete the event. The following screen appears:

vpportal_delete_event
Click on Confirm to confirm the deletion, or Cancel to cancel the deletion,
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