VPPORTAL: USING A SCHEDULE TEMPLATE

 

Consulting a schedule

The Schedule shows you all the events in a Schedule View.

Information about the events is 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 Schedule.

 

Time period

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

vpportal_schedule_time_period

The Schedule template can be organized:

 

  • by month,
  • a week,
  • by worked week,
  • by day.

Note

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

Browsing the calendar

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

vpportal_calendar

Resource filters

If resource filters were selected in the “Dimension filter” field during configuration, they will appear in a pull-down list enabling you to filter the resources displayed in the schedule.

The pull-down list of resources is accessible by clicking on the visual planning 8 vpportal settings button button, or directly in the header of the resources pane.

vpportal_schedule_resource_filter

Events filters

If events filters have been selected in the “Events filter” field during configuration, they will appear in a pull-down list enabling you to filter the events displayed in the schedule.

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

vpportal_event_filter

Organizing the headings of the resources

The headings of the resources displayed can be sorted, grouped and filtered in the table.

To sort, simply click on the header of the appropriate column.

 

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 or directly in the schedule header.

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 schedule are not taken into account to verify the filter condition.

View by month

This view shows the schedule for a full month. Special days are shown in the color of the defined period type.

vpportal_schedule_month_view

View by week

This view displays the schedule for all the days of a week.

vpportal_schedule_week_view

View by worked week

This view displays the schedule for all the worked days of a week.

_vpportal_schedule_working_week_view

View by day

This view shows the schedule per day. Special days are shown in the colour of the defined period type.

vpportal_schedule_day_view

Workloads

If workloads were selected in the configuration, they will be displayed at the bottom of the page.

vpportal_schedule_workload

Child events display

If child events are present, they will be displayed as VPDesk child events.

Parent and child events are nested in the schedule.

vpportal_schedule_child_event_view

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.

 

Print the schedule

To print the schedule, click on the button visual planning 8 vpportal settings button. In the menu displayed, click the following button: vpportal_print_button.

A new preview window is displayed to confirm the printout.

Creating an event

Warning

You can only create an event if at least one hierarchy was selected in the 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 schedule,
  • or Drag and drop a resource of a sub-context on the schedule.

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 OK to continue creating the event and 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

Click on Cancel to cancel the creation of the event.

Click OK to create the event.

 

Managing 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 greyed.
    • If the event can be sub-divided, the following window is displayed:

vpportal_divide_warning
Click Confirm or Cancel to confirm or cancel the subdivision 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 is displayed.
vpportal_create_event_editor
  • Click on vpportal_repeat_button  to repeat the event if the option has been enabled (see Authorize repetition). The horizontal repeat editing window appears:
vpportal_repeat_horizontal
  • Click on vpportal_assign_button to assign a resource to the event. The various resource assignment contexts created beforehand are proposed:
vpportal_assignement_resource

The corresponding assignment window will be displayed. Choose the appropriate resource and click OK.

vpportal_assign_resource

 

  • Click on portal7_fr_bouton_supprimer to delete the event. The following window is displayed:

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

Editing a resource

 

To create a new resource, click on the vpportal_plus_button button. This displays the resource editing window (see Input editors). If no input or creation editor has been selected, you will be unable to create a new resource.

  • Click on portal7_fr_bouton_edition to edit the resource. The appropriate editing window is displayed. The headings displayed can be edited if you have the required permissions. (See Input editors).

  • Click on vpportal_duplicate_button to duplicate the resource. The appropriate editing window is displayed (see Input editors). The headings displayed can be edited if you have the required permissions.
  • Click OK to duplicate the resource.
  • Click on portal7_fr_bouton_supprimer  to delete a resource if you have the required permissions. The following window is displayed:
vpportal_delete_resource
Click on OK to confirm the deletion, or Cancel to cancel the deletion,
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