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On this page
  • Basic Data
  • Auto Refresh
  • Self-Hosting Flows
  • Commands
  • Data Source configuration
  • Resources
  • Assignment
  • Scope Configuration
  • Card Configuration
  • Flow Configuration
  • Task Icon Configuration
  • Legend/Color configuration
  • Task Tooltip Configuration

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  1. Development
  2. Portal
  3. Portlets
  4. Visual planning

Resource bucket

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Last updated 5 years ago

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The Resource Buckets portlet gives you a new and innovative way to easily see who is doing what.

Basic Data

Internal name - unique string to identify this portlet.

Portlet title - title of the portlet, does not have to be unique.

Checkbox options

  • Enable header - enables the portlet header, ie makes it visible in the portal. It is possible select a header background color by clicking on one of the color in the color palette, remove the color by pressing the X underneath the palette

  • Header background color - select a header background color by clicking on one of the color in the color palette, remove the color by pressing the X underneath the palette

  • Header color text - select a header text color by clicking on one of the color in the color palette, remove the color by pressing the X underneath the palette

Auto Refresh

Auto Refresh - enables the portlet to refresh the data every SS:second. If data has changed in the columns the table wont refresh until the changes are saved or canceled.

Self-Hosting Flows

Enables the portlet to continue running when the user reaches for another portlet.

Commands

Commands enables the portlet to listen for events sent by other portlets to execute specified commands. The portlet will listen to the following commands

  • onRowSelected

  • onGenericTreeNodeSelected

  • onRefresh

  • onFilter

The portlet will listen to the following portlets: Specify which portlet the commands above will trigger from. The portlets that appears will be shown with their unique internal name.

Data Source configuration

Data source configuration enables the portlet to execute specified query towards the chosen database connector to fetch data, or fetch data from a workflow.

Fetching data using database query

Data source configuration enables the portlet to execute a specific query to the chosen database connector.

  • Database connector - Select which connector that the query should execute against

  • Your query - Text field where queries can be written

Fetching data using workflows

It is possible to use workflows to fetch data. For more information about using workflows as the data source go to: Workflow source

Checkbox option * Map the data columns that are to be displayed in the portlet.

  • Task identity column - The mandatory unique identifier of the task

  • Title column - The task title that is to be displayed

  • Start date column - The date the Gantt task starts

  • End date column - The date the Gantt task ends

  • Status column - The status of the task

  • Description column - The description of the task

Resources

The Resources tab fetches the list of employees, resources, that will be assigned to the task in the Gantt chart.

  • Resource identity column - The mandatory unique identifier of the resource

  • Title column - The title of the resource

Assignment

The Assignment is the information which task is assigned to which resource (based on data provided in Task data source and Resources data source).

  • Assignment identity column - The mandatory unique identifier of the assignment

  • Task identity column - The mandatory unique identifier of the task

  • Resource identity column - The mandatory unique identifier of the resource

  • Unit column - Describes how much of each resource is taken up by the current task

Scope Configuration

In scope configuration it is possible to configure how the portals is going to look by defining the time scale and number of buckets shown in the portlet.

Card Configuration

The data displayed on the card is by default the title and description columns from the data source configuration. Card configuration adds the possibility for users to configure what data is to be displayed and the order of said data. The data available is what is selected in Tasks. The text is only visible when the card size is a minimum of 200 x 140 pixels.

Fields - add the columns which need to be formatted, for example dates without formatting will be displayed as text so they need to set to Date or DateTime to be displayed in the correct manner.

Add the variables and text that are to be displayed in the portlet. A datarow wraps to a maximum of two rows and uses an ellipsis function to indicate omission of text. Header text and Labels display font is bold.

Flow Configuration

Task Icon Configuration

It is possible to display icons on the Resource Buckets tasks.

Default Icon - field where a default icon value can be added.

Icon rules - add a row here to enter icons with conditions. It is possible to enter multiple conditions. The first condition that an activity fulfills is the icon that will be displayed on the activity. Us the Add button to add rows, the X on row level to remove.

Legend/Color configuration

The Legend for the Resource Bucket is set up in Legend/Color configuration and configured in to be displayed different colors. The Legend name is used in Flow Configuration/Create task Workflow to identify the task type created. Use the Add button to add rows, the X on row level to remove.

Color rule setup:

  • First value - variable.

  • Func - parameter to consider.

  • Second Value - the value to be measured against the variable.

Task Tooltip Configuration

In tooltip configuration enter the text and the variables that are to be seen in the tool tip when the cursor hovers above a task.

Fields - add the columns where the data mapper is required, for example remove the time stamp when a date is displayed

Tooltip - add the text and variables, using {}, which are to be displayed

See Flow Configuration in .

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