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Planning board

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What is a planning board?

With planning boards (menu Configuration → Planning board) you configure graphical interfaces to plan arbitrary resources on a timeline – people, rooms, vehicles, machines, production lines and more.

Freely configurable

• display of resources, bookings and legend,
• time window and granularity (hours/days/weeks),
• highlighting of periods (weekends, holidays) and bookings (colours),
• context functions, milestones and GANTT view,
• permissions.

Use by end users

• drag & drop to move/extend and between resources,
• create/copy/delete bookings, edit via double-click,
• bulk editing, personal display, filtering.

Configuration (example: utilization plan)

1. Resource and booking BO

Create a resource BO (e.g. employee) and a booking BO with a reference to the resource plus date from/to (optionally time from/to).

Booking BO for planning.

2. Wizard: name, label, BOs

The wizard guides you through internal name, label/menu path and selecting the resource BO (with sort field) and booking BO (with relationship).

Resource/booking BO in the wizard.

Relative date expressions for the period

The default period is calculated relative to TODAY (evaluated left to right):

In the table below you define the display and legend; field content via variables, e.g. resource ${strnachname} ${strvorname}, booking ${grundderbuchung}.

4. Plan elements & successor relations

Here you configure the displayed entries. Successor relations (e.g. critical path) are based on a BO with two reference fields to the booking BO and are drawn as a connection. Optional: staged view, milestones.

Script code (Groovy) for formatting

In the advanced settings two methods can be provided:

• formatCell(clct, cell) – formats cells (resource/booking): cell.color, cell.text, cell.toolTip.
• formatBg(clct, interval, bg) – formats the background: bg.color (interval.start/interval.end are Date).

  def formatCell(clct, cell) {
    if (clct['meinFeld'] == 5) {
      cell.color = "#ff9999";
      cell.toolTip = "Text";
    }
  }
  def formatBg(clct, interval, bg) {
    if (interval.start <= new Date()) {
        bg.color = "#ffccff"
    }
  }


ODER 
import java.text.SimpleDateFormat 
def formatCell(clct, cell) {
Date currentDate = new Date();
def formatter = new SimpleDateFormat("dd/MM/yyyy");
String formatedDate = formatter.format(currentDate);
  if (clct['halbertag'] == true) {
    cell.color = "#ee8625";
    cell.text = clct['intmitarbeiter']+" ("+clct['von'] +" halber Tag "+clct['uhrzeit']+")";
  }else{
       cell.color = "#398db7";
       cell.text = clct['intmitarbeiter'] +" ("+formatedDate+" - "+clct['bis']+")";
  }
}

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