In Direct Planning, you can fully customize the display of the schedule according to your needs. You can even configure display modes dedicated to user profiles.For example:
- The main display mode dedicated to the planner
- A display mode dedicated a participant. In his overview of the schedule, he will only see his machine(s) on a limited time horizon; for example, the current week.
- A “sales” display mode, dedicated to the sales assistants who will have a particular view that allows them to quickly answer a customer’s phone call about the progress of the project.
Direct Planning Project – Display modes
Configurable visual of the jobs
Thanks to different display modes, you can configure various visual appearances of the jobs in the schedule.
Configurable text and number of lines
Each job can have from 1 to 5 text lines. Each line can contain up to 3 concatenated data. Examples: Customer name, Project number, Completion phase, etc.
Furthermore, all these items are configurable according to your trade.
The font size can also be configured.
Configurable colorization method
You can automatically have the jobs of the schedule colorized according to the resource or a configurable data of the project.
On a job that is displayed on 5 lines, for example, you can choose to specifically colorize the 5th line according to another criterion.
Selection of displayed flags
In Direct Planning, the visual flag play an important role. For a given display mode, you can decide not to display some flags. Typically, for a display mode dedicated to a participant, you would choose to exclude those flags not concerning his activity.
Configurable projection
A project schedule is generally displayed with one line per resource, that can be grouped by resource group.
In Direct Planning this “projection” is configurable. For example, you can create a “sales” view of the schedule with one line per project and a grouping per customer.
Configurable time scales
In Direct Planning, the user has 5 time scales that let him view the schedule with different zoom levels. Thanks to the display modes, you can configure the zoom level of each of these time scales.
Condensed time scale
The “Condensed time scale” feature lets you optimize the view of the planning, hiding the non-working periods of the company. For example, Saturdays and Sundays may be hidden if your company doesn’t work on week-ends. In the same way, the schedule can start at 8:00 am and finish at 9:00 pm.
Display restrictions
As we said at the top of this page, Direct Planning allows creating display modes limiting the view of the schedule to a selection of resources.
In the same way, it is possible to restrict the display horizon of the schedule.