Module Workflow: Level 2 (Tutorial) From DB 39.5.14

Please note

• This tutorial applies to PLANTA database versions 39.5.14 and later.
• For links to the descriptions of other versions, please refer to the following table:

DB 39.5.14	go to the tutorial
< DB 39.5.14	go to the tutorial
	go to further tutorials

Information

• This module workflow
  • builds on the Test Module created in Module Workflow: Level 1 and
  • describes further module customizing options.
• Working with this workflow requires the knowledge provided in Module Workflow: Level 1.

Create Simple Schedule

Insert Date Data Fields

Objective

• In the Test Module module, the task date data fields are to be displayed in window 2.

Procedure

• Open the Task data area.
• Insert the following data items:
  • 001113 Requested start
  • 001114 Requested end
  • 001119 Calc. start
  • 001120 Calc. end
• For the new data fields, select value 2 in the Window field.
• Select value o for the Calc. start and Calc. end data fields in the DF behavior field.
• Save.

Provide Date Listboxes for Date Data Fields

Objective

• For the Requested end and Requested start fields in the task area, a calendar should be provided via the Calendar Control function.

Procedure

• Open the Task data area.
• Select value cc for the Requested end data field in the DF behavior field.
• Confirm the Do you want to copy the template for the cc data field? message with Yes and select the template type.
• Save.
• The selected template is automatically copied to the Data field configuration field.
  • Parameters can be adapted in the Data field configuration field afterwards if necessary.
• Do the same for the Requested start field.
• Save.

Example

def_start_date = 01.01.1970
def_end_date = 31.12.2099
calendar= @G150

xaml = <StackPanel 
    xmlns="http://schemas.microsoft.com/winfx/2006/xaml/presentation"
    xmlns:x="http://schemas.microsoft.com/winfx/2006/xaml">
    <toolkit:Calendar xmlns:toolkit="clr-namespace:Microsoft.Windows.Controls;assembly=WPFToolkit" 
    Name="Calendar" 
    Margin ="0,-3,0,-2">
    </toolkit:Calendar>
  </StackPanel>

See also: Date Fields with Calendar Control, Customizing with Calendar Control

Embed a Scale Area

Objective

• To create a scale area by copying an already existing one and embedding it into the Test Module module

Copy a scale area

• Right-click on the module number in the Modules module.
• Select Insert Data area assignment from the context menu.
  • A blank data area record is inserted.
• Click on the No title link in the Data area field.
  • The Data Areas module is opened.
• Enter the number of the scale area that is to be copied, e.g. 040833, in the DA field.
• Use Drag&Drop copy Records to copy the data area.
• Save.

Insert and structure a scale area

• Use Drag&Drop copy to copy the ID number of the data area you have just created to the DA field in the Modules module.
• Display the Scale field and enter the requested scale (e.g. 8).
• For structuring, drag the Project data area over the newly created data area by using SHIFT + the left mouse button and then release the mouse button. As a result, the object area is subordinated to the scale area. Result of the structure:
  • Scale
    • Project
      • Task
• Fill the Pos. and Parent area fields according to the structure displayed in the module.
• To fix the scale, activate the Fixed heading parameter and deactivate the Heading parameter.
• Save.

Define width for window 3

• Close the Data Areas module.
• Click on the Display other module parameters button or press ALT + P in the Modules module.
  • The Other Module Parameters module is opened.
• Enter a width for window 3, e.g. 800, in the Width W3 field.
• Save.

Integrate Bars

Objective

• To integrate bars in the task area for
  • requested dates
  • calculated dates

Procedure

• Open the Task data area.
• Insert the following data fields:
  • 002001 Bar: requested dates
  • 002951 Bar: calculated dates
• Define the following parameters for both bar data fields:
  • Window = 3
  • DF behavior = ba
• Save.

Module test

• Restart the Test Module module.
• Under the scale, the bars of the requested and the calculated dates are displayed in the task area.

Customize Tooltip

Objective

• To define a tooltip for the requested date bar

Procedure

• Open the Task data area.
• Insert the requested text in the Tooltip field for data field 002001 Bar: requested dates.

Start: @startDateH(dd.MM.yy) 
End @endDateH(dd.MM.yy) 
Duration: @wdDuration days

• Save.

Module test

• Restart the Test Module module.
• If you move the mouse over a requested date under the scale, the tooltip with the corresponding text is displayed.

Customize Auxiliary Bar Fields

Objective

• An auxiliary bar field, e.g. the task name, is to be displayed next to the calculated dates.
  • An auxiliary bar field is a field that is, for instance, displayed next to the bar under the scale.

Procedure

• Open the Task data area.
• In the standard system, the Python ID is specified for all data items.
  • If an individual bar data field is used, the DF Python ID field is filled.
• Insert field 000807 Task name another time.
  • Notes
    • A data field can either be displayed as a data field in the module or as an auxiliary bar field. If both are to be displayed, the data field must be assigned to the data area twice.
    • If you enter 1, 2, or 3 in the Window data field for an auxiliary bar field, the auxiliary bar field is displayed in window 3. If a value of 9 is entered, the auxiliary bar field is invisible.
• Switch to the Bar module variant.
• Enter the Python ID of the bar data field in the Bar link (DF Python ID) parameter (here: bar_ta_cd_trlt) for the newly inserted Task name field.
• Define the auxiliary bar field position in the Dock point parameter, e.g. 1 Start point is bar end.
• Switch to the Layout module variant and enter a width for the Task name auxiliary bar field in the DF width field, e.g. 600.
• Select value o in the DF behavior field.
• Save.

Module test

• Restart the Test Module module.
• The task name is displayed at the bar end of the calculated dates.

Notes

• If several auxiliary bar fields are assigned to one bar which is to be displayed at the bar end, they can be positioned in the Layout module variant via the X/Y positions.
• Integrating traffic lights on auxiliary bar fields is possible.

Enable Graphical Creation, Editing, and Moving of Bars

Objective

• To enable graphical creation, changing, and moving of the Bar: requested dates bar in the _Task data area

Procedure

• Open the Task data area.
• Switch to the Bar module variant.
• For the 002001 Bar: requested dates bar field, activate the following checkboxes:
  • Create bar
  • Bar modification mode: edit dates: MI: "Requested"
  • Edit length
• Save.

Module test

• Start the Test Module module.
• Requested date bars can be created, edited, and moved graphically under the scale.

Display Structured Tasks

Objective

• To display structured tasks

Procedure

• Open the Task data area.
  • Assign the following data fields to the data area in window 9:
    • DI001097 Project ID
    • DI008851 Parent task ID
    • DI001098 Task ID
• Define the following in the Recursive relation parameter: N:1,DI001097:DI001097,DI008851:DI001098.
  • As a result, the tasks are displayed structured according to their values in the Parent task ID and Task ID DIs.
• Save.

Create Link Data Area

Objective

• To create and integrate a link data area

Copy an existing link area

• Right-click on the module number in the Modules module.
• Select Insert Data area assignment from the context menu.
  • A blank data area record is inserted.
• Click on the No title link in the Data area field.
  • The Data Areas module is opened.
• Enter the number of the data area to be copied (here 040272) in the DA field.
• Use Drag&Drop copy Records to copy the data area.
• Save.

Note

• DI006920 Link/Gantt chart2 linkage displays the link under the scale as a blue connection line.
  • Customizing of linkage data items

Assign the link area to the module and structure it

• Use Drag&Drop copy to copy the ID number of the data area you have just created to the DA field in the Modules module.
• Activate the Create and Delete parameters.
• For structuring, drag the link area over the Task data area while holding SHIFT + the left mouse button and then release the mouse button. As a result, the link area is subordinated to the Task area. Result of the structure:
  • Scale
    • Project
      • Task
        • Link
• Fill the Pos. and Parent area fields according to the structure displayed in the module.
• Select value 1 in the Tree field.
• When you open the module, the link in the table (in window 1) is to be displayed closed. For this purpose, set the Display parameter = blank (no display).
  • In window 3, the link is still displayed.
• Save.

Module test

• Start the Test Module module.
• The links are displayed under the scale and can also be displayed in the table (window 1) by expanding the tree.

Enable Graphical Creation of Links

Objective

• To provide a way of graphically creating links

Procedure

• Open the Task data area and switch to the Bars module variant.
• Activate the Link bar checkbox for the 002951 Bar: calculated dates (Traffic light) data field.
• Save.

Module test

• Restart the Test Module module.
• The links can be created graphically.

Link Data Areas via Relationships

Objective

• In the Test Module module, the resource of the project manager is to be displayed below the project form.

Information

• DT461 Project and DT467 Resource are not linked to each other via relationships.

Create resource data areas and assign them to the module

• Open the Modules module and enter the ID number of the Test Module module.
• Insert a blank record for the new data area:
  • Click on the existing data area and then on the Insert button in the toolbar or
  • right-click on the existing data area and select Insert Data area assignment.
• Click on the No title link in the Data area field.
  • The Data Areas module is opened.
• Create a new data area with the following data fields from DT467 Resource:
  • DDI = 001218 Resource ID
  • DIs:
    • 001218 Resource ID
    • 001275 Resources
• Save.
• Assign the newly created resource data area to the module by copying the data area number using Drag&Drop.
• Close the Data Areas module.

Structure data areas and set relationship

• For structuring, drag the resource data area over the Project data area while holding SHIFT + the left mouse button and then release the mouse button. As a result, the resource data area is subordinated to the Project area. Result of the structure:
  • Scale
    • Project
      • Resource
      • Task
        • Link
• Fill the Pos. and Parent area fields according to the structure displayed in the module.
• Switch to the Connections module variant.
• In the data area assignment of the resource data area, enter the following in the Relation to parent area data field: 1:N,DI001218:DI001062. Here, DI001218 = Resource and DI001062 = Manager.
  • As a result, the resource that corresponds to the project manager is displayed per project.
• Switch to the Base module variant.
• Select value 1 in the Tree field.
• Save.

Tip

• Connections between data areas also work with incomplete keys (e.g. when a child data area is assigned to DT463, whose primary key consists of two fields; but the higher level data area is assigned to DT461, whose primary key consists of only one field).

Module test

• Restart the Test Module module.
• The project manager resource is displayed below the project form.

Create Module Variant

Objective

• To create a module variant in which
  • the resource data area is not displayed,
  • additional fields are displayed in the task data area

Create module variant

• Open the Task data area.
• Insert the following DIs:
  • DI059007 Milestone: text
  • DI001488 Hammock task
• For the new data fields, select value 9 in the Window field.
• Activate checkboxes of the Filter criteria and DF options parameters.
• Save.
• Open the module.
• Display the newly inserted data fields in window 1.
• Click on the button in the module tab.
• Click on the Create module variant and enter a name for the new variant.
  • In order to avoid naming conflicts, the program compares the entered name with existing variant names. As soon as no more matches are found, the arrow icon for creating and saving the new variant is displayed on the right of the new entry.
• Click on the arrow symbol or press the Return key.
• Open Extras -> Option Module for MV.
• Activate the Never display parameter for the Resource area.
• Close the Option Module for MV.
• Click on the save symbol in the module variant listbox in the toolbar.

Information

• The individual module variant must be converted to a standard one so that every user can see and use the module variant.

Release the module variant (convert to standard variant)

• Open the module variant via the Open module variants button in the Modules module.
• Delete the user in the User field for the corresponding module variant.
• Save.

Module test

• Restart the Test Module module.
• In the listbox in the menu, you can switch to the newly created module variant.

Module Workflow: Level 3

Information

• Module Workflow: Level 3 gives a first insight into customizing with Python.

See also: Further Customizing Functions