Tutorial: Module Customizing (Level 2)
Information
- This module workflow
- is based on the module created in the Tutorial: Tutorial: Module Customizing (Level 1).
- describes further module customizing options.
- This workflow is based on the knowledge provided in Tutorial: Module Customizing (Level 1).
Creation of a Basic Schedule
Insert Date Data Fields
Objective
- In the Test Module module, the task effort data fields are to be displayed in window 2.
Procedure
- Open the Task data area.
- Insert the following DIs:
- 001113 Requested start
- 001114 Requested end
- 001119 Calc. start
- 001120 Calc. end
- For the new data fields, select value 2 in the Window field.
- For the Calc. start and Calc. end data fields, select value o in the DF behavior data field.
- Save.
Store calendar listboxes for date data fields
Objective
- A calendar is to be stored for the Requested end and Requested start field in the task area 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.
- The Parameters in the Data field configuration field can be adapted 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>
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.
- Copy the data area via Drag&Drop Copy → Records.
- Save.
Insert and structure a scale area
- Copy the ID number of the DA you have just created to the DA field in the Modules module.
- Unhide the Scale field and enter the required 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
- Project
- Scale
- 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 Show 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 DIs:
- 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.
- In the task area, the bars of the requested and the calculated dates are displayed below the scale.
Customize Tooltip
Objective
- To define a tooltip for the requested date bar
Procedure
- Open the Task data area.
- Activate the Link bar checkbox for data field 002001 Bar: Requested dates in the Tooltip field, e.g.
Start: @startDateH(dd.MM.yy)
Ende: @endDateH(dd.MM.yy)
Dauer: @wdDuration Tage
- 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
- To have an auxiliary bar field, e.g. the task name, displayed next to the calculated dates.
- An auxiliary bar field is a field which is, for instance, displayed next to the bar under the scale.
Procedure
- Open the Task data area.
- In the standard system, a Python ID is allocated to each data item.
- If an individual bar data item is used, the DF Python ID data field must be 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 Window = 9 is defined, the auxiliary bar field is invisible.
- Notes:
- 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 TA 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 end of the bar for calculated dates.
Notes
- If several auxiliary bar fields which are to be displayed at the bar end are assigned to a bar, they can be positioned in the Layout module variant via the X/Y positions.
- Integrating traffic lights on auxiliary bar fields is possible.
Enable Graphic Creation, Editing, and Moving of Bars
Objective
- Enable Graphic Creation, Editing, 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.
- Activate the following checkboxes for bar field 002001 Bar: requested dates
- Save.
Module test
- Start the Test Module module.
- Requested date bars can be created, edited, and moved graphically under the scale.
To display structured tasks
Objective
- To display structured tasks
Procedure
- Open the Task data area.
- Assign the following data items to the data area in window 9:
- DI001097 Project ID
- DI008851 Parent task ID
- DI001098 Task ID
- Assign the following data items to the data area in window 9:
- 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 will be 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.
- Copy the data area via Drag&Drop Copy → Records.
- Save.
Note
- DI006920 Link/Gantt chart2 displays the link under the scale as a blue connection line.
Assign the link area to the module and structure it
- Copy the ID number of the DA 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
- Task
- Project
- Scale
- 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 folded. For this purpose, set the Display parameter = blank (do not show).
- In window 3, the display of the link is retained.
- 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 unfolding the tree.
Enable Graphic Creation of Links
Objective
- Enable Graphic Creation of Links
Procedure
- Open the Task data area and switch to the Bars module variant.
- Activate the Link bar checkbox for data field 002951 Bar: calculated dates.
- Save.
Module test
- Restart the Test Module module.
- The links can be created graphically.
Link Data Areas via Relation
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 interconnected via relation.
Create resource data area and assign it 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 via Drag&Drop.
- Close the Data Areas module.
Structure data areas and set relation
- 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
- Project
- Scale
- 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.
- Unhide 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 name which has just been entered with existing variant names. As soon as no more matches are found, the arrow icon for creating and saving the new variant will be displayed on the right-hand side of the new entry.
- Click on the arrow symbol or press the Return key.
- Open Extras -> Option Module for MV .
- Activate the Never show 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 variants 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.
Go to Module Customizing Tutorial (Level 3)
Information
- Module Customizing Tutorial (Level 3) provides an initial introduction to customizing using Python.
See also : Further Customizing Functions |