Customizing the information displayed

Customizing the information displayed in a schedule block

The PLG_ENTETE_FICHE management rule allows you to customize the information displayed in each schedule block, in the Project view and Employee view menus as well as in the tooltip displayed when hovering over a block.

When this rule is enabled, the information displayed is the one indicated in the rule. If the rule is disabled, only the information displayed by default is available.

Specify the following parameters in the management rule:

Field	Description
Information to display on a scheduled item (Project view)	Specify the codes of the information you want to display in a schedule block in the Project view menu. You can display up to 2 lines.
Information to display when hovering over a scheduled item (Project view)	Specify the codes of the information to display in a schedule tooltip when hovering over a block in Project View menu. You can display up to 7 lines.
Information to display on a scheduled item (Employee view)	Specify the codes of the information you want to display in a schedule block, in the Employee view menu. You can display up to 2 lines.
Information to display when hovering over a scheduled item (Employee view)	Specify the codes of the information you want to display in a schedule tooltip when hovering over a block in Employee view. You can display up to 7 lines.
Task comment available	Check Yes if you want the Comment field of each task to be displayed in Project: In the scheduled item pane > Task section (see Modifying the tasks to be scheduled); In the Tasks to be scheduled pane. The comment can also be specified or modified from the modification window of a task (see Modifying the tasks to be scheduled). Check No to always hide the Comment field on Project.

The available codes are listed in the description of the management rule, with the following specific cases:

Concerning the DUREE code, if the duration of a scheduled item is less than 1 day, the period (morning or afternoon) is also displayed.
The ICONE_PHOTO_COLLAB and ICONE_LOGO_CLIENT codes are used to display the employee's picture in the Project view menu and the customer's logo in the Employee view menu. Only one icon can be added per field, you cannot display the picture of an employee and a customer logo in the same block or tooltip. The displayed icon maintains a fixed position no matter where you add the code in the syntax.

For the syntax:

If you want to display the information on the same line, use the hyphen "-" to separate the codes.

Example

You want to display the project's company and code on the same line. You specify the following code in the relevant field: CODE_SOCIETE_AFFAIRE-CODE_AFFAIRE.

In Project, the information will be displayed as follows: Company1 - ProjectB

If you want to display information on several lines, use the hash symbol "#" to separate the codes.

Example

Following the first example, you want to add the employee's name on a new line. In the relevant field, you specify the following codes: CODE_SOCIETE_AFFAIRE-CODE_AFFAIRE#NOM_PRENOM_COLLABORATEUR.

In Project, the information will be displayed as follows:

Company1 - ProjectB
John Smith

Customizing the detailed information of a resource

The PLG_CHAMPS_AFFAIRE, PLG_CHAMPS_CLIENT and PLG_CHAMPS_COLLAB management rules allows you to customize the fields and custom data displayed in the detailed information windows of the project, the customer or the employee, respectively, that can be accessed by right-clicking on a resource from the Project view and Employee view menus.

When this rule is enabled, the information displayed is the one indicated in the rule. If the rule is disabled, only the information displayed by default is available.

Specify the following parameters in the management rule:

Field	Description
Defines the fields to display for the project/customer/employee, separated by a '-'	Specify the codes of the fields to display in the detailed information window (for the project, customer or employee). Each code must be separated by a dash "-". If the field is left empty, all the available fields will be displayed. The available codes are listed in the description of each management rule. Note For the `PLG_CHAMPS_COLLAB` rule, the fields displayed also depend on the user's DMFs (1608**). If the user does not have the required DMF to access some data of the employee record sheet, this data will be hidden even if the fields are set up in the management rule.
Index of the first custom data to display	The number specified indicates the rank number of the first custom data to be displayed. The following custom data are displayed depending on their rank order, defined in the setup of these data. Example The index specified is 1 and the Number of custom data to display is set to 4. The first custom data displayed in the detailed window will be the data whose rank number is 1, then 2, 3 and 4.
Number of custom data to display	The number specified controls the number of custom data displayed. Specify 0 to display all existing custom data without having to specify a specific number (taking into account the limited space available to display these custom data).
Number of columns for the custom data display	The number specified defines whether the custom data are displayed are displayed in one or several columns (maximum 3 columns). If you do not want to display custom data, specify 0.