DOCUMENTATION
OF VISUAL PLANNING
IMPORTANT MESSAGE !
We inform you that documentation prior to version 9 of Visual Planning will no longer be updated.
QUICK START
List of Visual Planning 9 new features.
GENERAL INTRODUCTION
Why Visual Planning, key concepts, multi-user management, getting started, user interface overview.
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INSTALL AND UPDATE VP ENTERPRISE
Technical requirements, architecture, install, updates and upgrades, uninstall.
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STRUCTURE
General settings, dimension, form, headings, icon, time periods, calendars, valuation items, event creation rules, event hierarchy, VPDocumentum, workflows.
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EVENTS AND RESOURCES
Properties, using and working with resources and events.
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EDITING DATA
Assign, go to, cancel/undo, load, color, compact events, highlight and recouvrement, events, duration, duplicate, shift, filters, links, menus, free period, refresh, achievement, repeat, search, select, sort, working.
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NOTIFICATIONS AND REPORTING
Constraints, workloads, event reports, thresholds.
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LAYOUT AND DISPLAY
Favorite display, menu bars, time scales, views, event and resource editors, tooltip, smart toolbar.
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IMPORTING, EXPORTING AND PUBLISHING DATA
Import resources or events manually or automatically, export resources or events manually or automatically, print.
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ADMINISTRATION
Admin center, assign licenses, manage planners, manage users and groups, manage services, configure modules, file storage.
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MODULES
VPiCal, VPMail, VPSMS, VPRSS, VPGeoloc, VPBluePrint, VPPublipost, VPWhatsUP | Automation.
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VPPORTAL
VPPortal the fullweb client of Visual Planning.
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VPGO
VPGO, the mobile application.
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VPDESKLAUNCHER
VPDeskLauncher the new Visual Planning’s launcher.
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WEBSERVICES API
API V1 REST & SOAP (Visual Planning 6,7,8 & 9).
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V6 – PDF Sample API V1: sources & vps
API V2 REST (Visual Planning 7,8 & 9).
