Documentation Phase Manager 3.0

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en:4-modules:4-gestion-livrables:2-personnaliser-livrables

Customizing pages

Let's now turn our attention to the second tab in the top panel, the 'page' tab, which is only accessible when you select a page in your deliverable.

This tab has been completely reworked for version 7 of Phase Manager.

It brings together all the elements that were previously present in the panel, map/plan and column tabs. Let's take a closer look at all the features.

Zoom and movement control

Let's look at the 5 buttons below:

  1. By default, the “Page” button is active. This means that you can use your mouse wheel to zoom in and out on your page.
  2. To zoom in on the GIS map or on your drawing, you will need to tick “Map”. Once the “Map” button is active, your mouse wheel will zoom in on the map.
  3. The checkbox next to the hand displays the zoom and pan control panel:
When Page is tickedWhen Map is ticked

Finally, the + and - buttons replace your scroll wheel and allow you to zoom in on either the page or the map.

Adjusting the display

Let's take a look at these 3 buttons:

  • If the “Page” button is active :
    • The 1st button adjusts the page to the width of the window
    • The 2nd button adjusts the page to the height of the window
    • The 3rd button broadcasts your display configuration to all subsequent panels
  • If the “Map” button is active :
    • The 1st and 2nd buttons reload the print area
    • The 3rd button broadcasts the print area to all subsequent pages

Choosing the print area

Let's look at the following buttons:

  • The first drop-down menu lets you choose the Drawing + Print area combination
  • The second allows you to choose the GIS background you wish to display (if the drawing is georeferenced or if you are working directly on the GIS).
  • The broadcast button broadcasts your choices to the following pages

Options

Let's take a look at the next button:


This option button is new to Phase Manager 7.
It brings together all the display parameters in a single drop-down menu:

So you can show or hide :

  • labels
  • arrows
  • legends
  • KP
  • scale

All these options are accompanied by a broadcast arrow to broadcast the settings to all subsequent pages.

Positioning labels automatically

The labels can of course be adjusted manually, but it is also possible to adjust them automatically. To do this, go to the top tab “Page”. You can adjust the size of your labels using the “Annotations zoom” button, then optimize the position of your labels using the “Optimize annotations positions” button.

On the next window, click on “start”:

When the best placement is found by Phase Manager, the graph turns green, you can then stop the calculation and close the window:

Inserting a Time scale

From the “Page” tab of the top panel of deliverables, it is possible to drag and drop objects such as areas legends, status legends or time scales on the boards.

To add a time scale, you have to drag and drop the button on the page of a deliverable.

The time scale being added, it is possible to resize it with the sliders of the object:

By default, the period of the board is highlighted in red and the period of the entire time scale corresponds to the period of your complete deliverable.

To change the color of the highlighted period, you can right-click on the highlighted area and go to Settings:

To customize the display of months/weeks/days, right-click in the right border in front of the one of the lines, then go to “Add line” then “Week” for example:

By repeating the operation, it is possible to obtain the following result:

It is possible to synchronize the time scale on all other boards, using the button located to the left of the frieze when it is selected.

Inserting a Gantt chart

From the “Page” tab of the top panel of deliverables, it is possible to drag and drop a Gantt chart onto the boards to better visualize the sequences between tasks.

Once the Gantt chart has been dragged, it is possible to customize it, by grouping or sorting tasks for example, adding frames, timelines…

To group tasks, double-click on the Gantt chart, then right-click in the header of the columns then click on Color definition for each level :

In the window that appears, select the desired successive group levels, then click on OK. For example, here we choose to group the tasks by Area. To better highlight the grouping levels it's also possible to add color to each level:

Multi-criteria sorting can be applied to as many columns as desired, simply by clicking on the column headers. For example, below, we clicked once on “Start (PM)” and sorted by increasing start dates:

The order (ascending or descending) of the sorting is marked by the direction of the black arrow. If you click a second time on “Start (PM)”, you will notice that the task furthest from the project is in first position, and that the arrow has changed direction (one more click on the header would have removed the filter):

It can also be seen that the decreasing order of the start dates has logically impacted the order of the phases. To maintain the increasing ordered grouping of phases, it will be necessary to apply two successive sortings:

  • click on the column header “Phase (PM)” once
  • and for example decide that the second sort criterion will be by decreasing end date, by double-clicking on “End (PM)”:

The number of arrows indicates the level of the sort criterion (here it is first by Phase, then by End date). Note that it is possible to position as many criteria as necessary.

To add a column, Right-click on a header > Add column : after selecting the field to display, the new column will be inserted to the right of the column on which you clicked. To delete a column, simply right-click > Delete column on the column to be removed. Finally, to move a column: a simple drag and drop on its header allows you to change its position.

The addition of a timeline is done by right-clicking on the timeline that will be located above the inserted line. Below we insert the week numbers under the months:

The display of the grids is done by right-clicking on the timeline of your choice and clicking on “Show/Hide grids”.

Customizing the display of a grid is also done by right-clicking on the timeline of your choice and going to “Properties”.

Inserting a legend

Adding a legend is done in the same way as adding a time scale. A drag and drop of the desired legend onto the board (from the “Page” tab of the upper deliverable panel) is sufficient.