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Proteus Configurator 2.2 User Guide

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1. General Periodization Engine Settings j Data Layouts Tite New Workspace 1 Non Workdays Saturday Sunday WorkHrs Per Day 75 Action Buttons Description v Force Culture First Day in Week 1f Work Log Created 15 01 2013 Cutoff Rule Created By Erik Danielsson TimeNow Date DateTime Today Graph Annotations Termination Msg Source Type Safran X Project Folder s Calendar List X Help Info Content url www promineo no v Calendar Rest X Force Skin X Profile Curves Options Profiling Method Linear a Use Grid s own Filter Windows User Config Save Once Color Mapping Log Usage Gantt Settings l Set Report Header and Footer 4 a Set Report Page Setup 4 Margin Days 30 Admin Rights WorkSch Start TimeNow Date Offset 30 gt 16 12 2012 Access gj r T WorkSch Finish TimeNow Date Offset 60 16 03 2013 Access Groups gt Read Only Apply Initially Hide Vertical Lines Allow Label Overlap Read Write Advanced Time Units Caption Format Unit gt Day yyyy MM dd Day Week Week Week Month MM_yy Month Hn Record 1 Of 3 shobhoDiethe ewnde Screenshot above shows the form for setting General Properties for a Workspace Typical Steps 1 Title Fill in a title for the Workspace change New Workspace 1 to your choice 2 Description Define a descriptive text to be shown when Workspace is selected in login dialog It gives the user an indication of what the Workspace does Line feed can be insert
2. 0 aidan One annotation has been added to Gantt Chart A vertical line saying Customer Review dibd Proteus Configurator v 2 1 User Guide 73 Let s start with the latter example and look at how this is done General Properties Data Layouts Action Bu Work Log Graph Annotations Activiti Jobs ma oo Properties for Graph Annotations Graph Annotations a Annotations EntityID Customer Review Type Static Dynamic gt Customer Review Static content Caption Customer Review Start Date TimeNow AddDays 20 FillMode Solid Color Line Color blue Line Style Dot Callout Properties Text Y Value Anchor Length Angle Font Style Legend Text End Date Gradient Mode X Color2 g Line Width E v Font Style Preview Edit As you can see there are quite a few settings that can be made for an annotation and you can get information about each by watching the tooltips shown when hovering over their labels We will instead focus here on the settings required to achieve the blue dotted line with the text Customer Review and at its particular location in time First notice that the Context is set to Gantt This will ensure that the selected annotation in this case the Customer Review line will only appear in the Gantt Chart In the Caption box we have typed Customer Review and the means that it is top aligned Please note that
3. as LegendText Sred as FontStyle as AnnotationText as AnnotationYValue as AnnotationLength as AnnotationAngle as AnnotationFontStyle TimeNow as StartDate null as EndDate as FillMode as GradientMode LE as Color mY as COhOrz Red as LineColor 2 as LineWidth Dot as LineStyle lt ALL gt as Context FROM MyTable Note that you may omit the columns that are not required for your purposes f the Context column is provided you may control in which context each item is shown As seen from the SQL above all the fields have the data type String called different names for different databases types The content of the table may then look like this Caption LegendText FontStyle AnnotationText AnnotationYValue AnnotationLength AnnotationAngle APhase 1 lt CR gt Ended 2 4 2009 lt CR gt Started 3 3 2009 BL 1 Bold Blue Phase 2 BL 2 Bold Yellow Commissioning lt CR gt Date 08 06 2009 Handover lt CR Date 22 06 2009 120 105 AnnotationFontStyle StartDate EndDate FillMode GradientMode Color Color2 LineColor LineWidth LineStyle Context 03 03 2009 02 04 2009 Gradient BottomToTop green 70 purple 30 black 2 Dash lt ALL gt 02 04 2009 20 05 2009 Hatch ForwardDiagonal blue 30 yellow gray 3 Dot lt ALL gt Bold Blue 08 06 2009 Regular Red 22 06 2009 dibd Proteus Configurator v 2 1 User Guide 82 Chapter 18 Appendix
4. 17 04 2009 Global Expres Gets the Expression content from a Global Expres MyGlobalExpression 17 04 2009 FE X ITAA NANNAN An nA aan Malanand LAr Lr pe A IZABAN A dibd Proteus Configurator v 2 1 User Guide 30 Inherited Fields A DataSet that is a child of another DataSet will show a list of the parent s fields and you can check which of these fields to inherit down to the child DataSet Select which fields to inherit Note The fieldname will be prefixed with _Parent_ _ _ToolTip_an _ _JobsOutofsync _ User_Flag1 __ User Flag _ ChildMarkerHatchStyle _ User Flag3 Lal TestQAF test _ _UpdatesoL _ _InsertSOL _ _DeleteSOL _ Last_planned _ Delta_planned _ Last_Actual _ Delta Actual all Last_progr _ Delta_progr _ HSE_Severity _ Marked all Comments _ RUH_Count __ MeasuresTaken _ Fixed_Date _ Fixed Sign _ User_AttentionLevel _ User_Marked la User_Comments a User DueDate ual User Textl Lal User Text2 m User_Text3 all User Text4 all User Texts Lal GanttMarkerDate C _ops _childSum _Earned _ EarnedJob _ _ProgressCalc _ _ChildMinStart __ ChildMaxFinish _ _BarColor _ _ProgressBarColor __ _BarAlpha __ OSBorderColor all _Remaining _ User_Flag4 _ User_Flag5 User Number 1 _ User_Number2 C User_Number3 _ User_Number4 _ User_NumberS all _Counter a _ParentStart _ _Pare
5. BETWEENIB Include Beginning of interval same as BETWEEN included for completeness Test if field value matches a like criteria with a particular string combination The thing that is actually tested is a regular expression where a has been added to beginning of the RegEx test PATTERNMATCH A more sophisticated way to apply regular expression testing on the field value Further info on regular expressions can be found on the web here is one good example http www regular expressions info examples html Most from 3 row and down of the above operators are available with the NOT prefix to imply the opposite condition dibd Proteus Configurator v 2 1 User Guide 38 Creating a Continuous Coloring Scheme There is an optional syntax for some of the fields in the Completion Matrix formatting items which allows for defining ONE and only one row that results in a Continuous Coloring Scheme This syntax can be set for the FColor BColor BColor2 and FontSize columns lt LegendDisplaySetting gt lt CellsEvaluatedDisplaySetting gt The text to the left of the character is used for setting the legend properties and the right part is evaluated using the known variable syntax where fields in curly brackets get replaced with their actual value at runtime The example below may be useful for seeing how this is done in real life Header Text Progress Gradient Green 100 Red 0 Complete Formatt
6. Summary Type 2 Summary Field 2 Sum ki Mhrs k Summary Type 3 Summary Field 3 Sum k _Earned k Example of an Alert Setting where the number of Orphan children are listed and sum of their hours are shown Here is an overview over what can be entered in the user interface Control Description Filter The filter to apply to the DataSet Summary Type The summary operation to perform Count Sum or NotSet The latter implies that the Alert will be ignored Optional Only needs to be specified if Summary Type is Sum The threshold value for triggering the alert Indicates how serious it is if this alert is triggered Choices are Warning Serious and Critical For the last of these a message box will be shown to ensure that the user becomes aware of the alert The text to show if alert is triggered It is useful to have the Replacement Markers dropdown showing all the choices for embedding markers with text lt Select from List gt Summary Field Threshold Value Severity Alert Message Descripior The value derived from given aggregate function The selected Summary Type The selected Summary Field The selected Threshold Value The selected Filter Summary Value Summary Type Summary Field Threshold Value Filter Summary Value n0 SummaryType Summar yField ThresholdValue Filter Summary Value 2 Summary Type 2 Summary Value 3 Summary Type 3 Optional Additional Summary Value
7. ro cgi Oh Ge k C clndr 10 clndr name cilindr Cala day hr cnt FROM CALENDAR c Where C Cilndr Td an Sebece distance t clndr ad trom TASK anner Join PROJECT P ON Uspro 10 p pro 1d WHERE p proy ad IN Sselecved Projecrss Calendar List asia dndr_id dndroname dndr_data day_hr_cnt T gt bere Standard 5 0 CalendarData Q 0 Da Note Some versions of Primavera do not have the day_hr_cnt field and then this can be omitted Proteus will deduce the number of workhours per day from the content of the clndr_data column containing the encoded intervals for each day of week as well as a list of dates and time intervals for non work restrictions ddid Proteus Configurator v 2 1 User Guide 78 Chapter 15 Appendix A2 DataSource formats for Profiles If you need to specify a set of curve profiles to be used when time phasing data in Proteus this appendix describes how to accomplish this Proteus currently supports profile formats for Safran Project and Primavera P6 Setting up profiles for Safran Project You need to set up a DataSource to specify profile definitions It is important to set the Used in Context to ProfileCurve Here is an example Profile definitions with coordinates for producing the shape of the profile profile_id value_x E RE 13 m 1 73 1 80 1 100 2 10 13 2 50 73 2
8. 100 0 50 0 100 0 0 0 Similarly any kind of shape can be defined using an arbitrarily long list of coordinates Note that the World Coordinate system must be defined for a DataLayout Control Width X and Height Y and it gives geometric meaning to the actual coordinate numbers In this case they would be set to 100 and 100 respectively Interactive editing of polygons In Proteus an Overlay Control can be right clicked and set in Design Mode where coordinates can be added and removed and points moved The resulting polygon will be written back to the bound field assigned to contain coordinates for the hotspots dibd Proteus Configurator v 2 1 User Guide 99 Chapter 28 Appendix J Folder Structure and Security A Repository consists of various xml files that are organized according toa particular folder structure Some of these folders are automatically generated while others are optional and must be created manually The security aspects of these folders are also discussed in this appendix Folder structure Some subfolders in the repository are created automatically by Configurator and some are optional in which case they can be manually created and populated with files They are described in table below and shown visually in figure at right di Connections di DataSources di DemoData di Dialogs di GUImages HTMLInfo di Iconlmages di Reportimages di Templates di Workspaces I Expressions
9. Contents Chapter 1 Introd ctiONn ss cssisesssssrcssesssosscnrssscsssorsssaccssarsssosrsusssracssincosrssssissvsdossorcos EY 4 Chapter 2 Getting started ssesessscessssecsscesesoecescecescecesoscessecesescesesoesescesssoecesoesseoesssseo 5 Chapter 3 Setting up Groups and USerS ssssesessesessecessecsesoscoeceececsscessssessesesesseo ORENS 6 Active Directory Security Model escicn iEneas 6 moles ea O ara caste teeensnsusdvnsenbadwasanuni caste tapensancaneasundalobsanesiuactuianeoousaneeualan ooanaiees 6 Chapter 4 Creating a new Workspace ssesessssesessesesoecescecesoecesosoesosceceececesoessesese EEE 9 T A SUS E AT EEO 9 Optional Advanced StEeDS sc ecacacssscdvanccesstedevesannacsusatevespidesaaduunteseunnanweuawoeescnnadeecntucassusaweavensansatesaseadenest 10 EE E EE AAEE E A A A AOE AE INIA E E A EENE AA PA A T N EE ANE T 10 Cen OO ONS crre taenn EAT E RAEE AEEA EA ESERIA EAEE EEEE A EAE E E EAEEREN 10 Epa Ala E een EE A A E EE O E EEE E E E EEE E ET 10 Peniodizaiion Ene me SettnNE Si aurrin renna E E EN EENE ETERS R ETEN R 10 Setting up Default Report Header Footer and Print Setup cccccccccceeeeeeeeeeeeeeeeeeeeeeeeeceeeeeeeeeceeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeees 11 Admin Rights to Workspace Features ccccccssssccccsssececsescccccueeececsaeseceesueeceesseseceesaeeeeeesseaeeeesseasecessuaeecessuenecessuaaesessages 12 Advanced Time UNItS cccceseeecccceesecccceesscceceeececeseseecesaeeeecessa
10. In the example above a repository subfolder has been created called HTMLInfo and there the htm file and related folder is located ddid Proteus Configurator v 2 1 User Guide 71 Welcome to Demo of Proteus htm Microsoft Word a s PEES DAE TNormal T No Spaci Heading1 Heading 2 z Welcome to Demo of Proteus SOLUTIONS Our goals are To make the professional person typically a planning engineer or a project manager N more effective in their work Surveys show that N is typically in the range of 10 30 To make the same person more stimulated in their work To provide a significantly higher degree of QA in the way your company interacts with its data List of Features e Periodization of data and presentation in periodic histogram optionally with split bars according to a chosen split field e Presentation of data in a Gantt diagram where dates can be edited drag and drop and changes committed back to source e Pivot Chart with interactive selection of axes and presentation format Functional technique Write the content in Microsoft Word and save it as html Microsoft Word is a good tool to create the content and then save it as web page rt File name ieee ae AEA ee ddid Proteus Configurator v 2 1 User Guide 72 Chapter 13 Adding visual information using Annotations It may sometimes be useful to highlight certain points in time or intervals of time in a Histogram Gantt Ch
11. Reset All R5_Field String a TEET ein me Tp in de De teina an aie aiai For each field marked as updatable in Step 3 an Update SQL statement will be created provided the field s value has been modified It is possible to create Column Specific Update Statements by naming the calculated column _UpdateSQL_ lt FieldName gt and this will have precedence over the generic _UpdateSQL definition Note If you need a customized update SQL statement for updating the dates changed by dragging bar in Gantt Chart then _UpdateGanttSQL can control this update If not present the _UpdateSQL will be used instead Step 4 optional Control how added rows get their initial value s It is possible to control initial values in fields when new rows are added to a DataSet by assigning each field its own value expression see syntax for Expressions earlier in document Control how fields of inserted row get their values n Record lof 2 g g Th F g Advanced Note It is possible to have some special Expressions that results in the value from last added row or last selected row lt LASTSELECTEDVALUE gt lt LASTADDEDVALUE gt In some cases you need to generate the next number in a sequence based on your loaded data i e you must find the highest number and add one to it This is possible with an expression like this MainDataSet Tables ADataSetNameHere LookupValue Id DESC idProject idProje
12. 75 80 2 100 3 40 40 3 76 90 3 100 Data Types profile_id Integer value_x Double value_y Double pees Proteus Configurator v 2 1 User Guide 79 Setting up profiles for Primavera P6 You need to set up a DataSource with its Used in Context type set to ProfileCurve Below is an example of SQL JRLECI CuLy id curv data FROM RORCCURY Calendar List T_Primavera_Profile 1 0 CurveData O O PctUsage 0 O 1 PctUsage 5 O 2 PctUsage 5 O 3 PctUsage 5 O 4 PctUsage 5 O 5 PctUsage 5 O 6 PctUsage 5 O 7 PctUsage 5 O 8 PctUsage 5 O 9 PctUsage 5 O 10 PctUsage 5 O 11 PctUsage 5 O 12 PctUsage 5 O 13 PctUsage 5 O 14 PctUsage 5 O 15 PctUsage 5 O 16 PctUsage 5 O 17 PctUsage 5 O 18 PctUsage 5 O 19 PctUsage 5 O 20 PctUsage 5 2 0 CurveData 0 O PctUsage 0 O 1 PctUsage 3 5 O 2 PctUsage 3 5 O 3 PctUsage 3 5 O 4 PctUsage 3 5 0 5 PctUsage 3 5 O 6 PctUsage 3 5 O 7 PctUsage 3 5 O 8 PctUsage 3 5 O 9 PctUsage 3 5 O 10 PctUsage 3 5 O 11 PctUsage 6 5 O 12 PctUsage 6 5 O 13 PctUsage 6 5 O 14 PctUsage 6 5 O 15 PctUsage 6 5 O 16 PctUsage 6 5 O 17 PctUsage 6 5 O 18 PctUsage 6 5 O 19 PctUsage 6 5 O
13. Gantt Markers Calculated Columns Inherited Fields Periodized Fields Pre Periodized Data Completion Matrices Group Summaries Shadow Data Alert Settings Union Data Column Values Custom Exports No eS SZC ATT ae rOAO TD 8 Creating a dynamic interface The Proteus DataLayout 9 Defining Expressions 10 Defining custom Dialogs 11 Setting up Action Buttons 12 Creating Help Information for a Workspace 13 Adding visual information using Annotations d Proteus Configurator v 2 1 User Guide Chapter 2 Getting started Proteus Configurator is an application that needs to be installed locally on your machine The purpose of the application is to build so called Workspace s to be run from Proteus The Workspaces configuration files are stored ina folder called the Proteus Repository Folder This chapter will get you started Deploying Proteus Configurator The software is installed through the technology called click once where a Url http clickonce promineo no ProteusConfigurator 2 1 is used to deploy the software as well as ensure that the latest version is running on the local machine Note that you must use Proteus version 2 0 to run a Workspace created with this version of Proteus Configurator What is a Repository folder A Repository is a folder on a file share that contains the Workspace configurations as well as the various user settings related to a Workspace public and
14. Networks Disciplin Ignore Relations k Indude Fields k Allow Layout Edit for Administrators k Default Control TextEdit k Show for Administrators Users T Report Path Editor Control Mapping for DataSet Fields Minna Ra F Data Set Name Field Name Entity ID Eval OnChange Control Type Control Captio Control Tool Tip Control Formatti EEA arr Discipline _Effectiviny CroularGauge Discipline _ Productivity CircularGeuge Discipline _Stetelndicator SteteGeuge woes Discipline GraphSounce Graph ae ee Locations Grd Locations _Prochuctivity CircularGauge Locations Browser Networks Grid Networks _ Productivity CircularGeuge F Di stn Record Tof 11 mrene gt rrr ddid Proteus Configurator v 2 1 User Guide on Some useful hints on working with Graphs in a DataLayout When setting up a graph source it is useful to follow these steps the example can be found in the Performance Drilldown Workspace in Proteus Demo Repository Step1 Create a DataSource for Sample Data First make a dummy DataSource to get some sample data to use when running the Graph s Design Wizard It is important to persist this data so that it is available when running Designer later SQL SQL Result Persisted Data Data Update Options a The SQL may look like this ELock Data No Of Rows to Persist vg SELECT SnapshotDate sumChildPlanned As Planned SumChildEarned AS Earne
15. proteusexpressions _ Security proteussecurity _ version a WorkspaceRights workspacerights Repository s files and subfolders Notes on security All Proteus users must have read access to the repository folder and most of its subfolders In order to save layouts filters and other personal settings each user will need to have write access to a personal folder under Workspaces Name of Workspace Username The username is either the windows username without the domain name or the Proteus username as set up on the actual Workspace In order to use the Proteus Configurator the user must have read write access to the repository folder and all subfolders except to the personal folders used for each user s private settings If you require a simpler level of access control you can choose to use the built in access layer of the Proteus Repository You can define Groups Users and individual read write access to each Workspace from the Configurator It is important to point out however that this feature will not provide a rigorous protection from any unauthorized access to the repository but is mainly intended to prevent accidential changes from being done using the Proteus Configurator A practical solution is to give all users read access to the repository but read write access to the Workspace folder and subfolders In this way you secure the shared configuration in the repository and simplify file access administration at t
16. 03 2009 Out of sync Progress 100 Planned Earned Actual 23 23 23 An example where red means material hold yellow means design hold and orange both Green means no hold Another very typical example of usage is for Mechanical Completion Note how diagonal lines can be used to indicate an important condition e g diagonal Sent for approval Accepted Completion a xX DataSet Report RFC TmeUnit Blank Columns Time Range 22 04 2010 20 02 2012 gt RFCC Ready for Commissioning Completion Plan The date of CP is controlled by Last I job but if blank Last WV job is used instead 10 19 10 20 10 21 10 22 10 24 10 25 10 26 10 27 10 28 10 29 10 30 10 31 202 Beets CUeeclsis one pea spoons B 089 492050 B 002 121590 B O7F 21602 C 013 200391 C 070 131302 C 070 100502 B 077 100601 B 077 10020 90 B 014 200316 B 003 121690 B 016 200318 C 072 560126 C ODS 21503 C 080 240174 B 089 192090 B 026 240393 B 002421601 B 073 580104 C 083 570471 C 069 131301 C 080 400313 B 027 240330 C 016 230591 C 040 530213 BLOBesaN 06 B 027 240340 B 088 520190 C 018 230680 C 069 830103 C 018 230602 078 180151 016 230501 B 23580103 C 083 240191 C 080 560170 C 071 830192 C 072 560119 C 040 740115 116 230 C 078 870790 C 025 240310 C 072 560123 C 041 500740 C 041 871106 IPA sa C 021 580107 i Description Upgrade replace process Control val
17. 3 column of grid Set the CanDrag Expression as shown Setting the CanDrop Expression as General lif DragNode Level 2 amp amp shown will have the following effect Pemba ee oo n Only allow dropping a node above or Dano aa a ie below not as child a node that is on DropNode ParentNode Id same level as it was dragged from DropNode Level 0 amp amp Two exceptions to this rule DragNode ParentNode ParentNode Id 1 Anode is dragged from Level 1 and DropNode Id amp amp InsertDirection NOn NN AE EUS dropped as child on a root level General Iif DragNode Level 1 amp amp node on a different branch of tree DropNode Level 1 amp amp 2 Anode is dragged from Levelland InsertDirection None dropped above or below another DropNode Level 0 amp amp Level 1 node ona different branch InsertDirection None true of tree false dibad Proteus Configurator v 2 1 User Guide 91 Chapter 23 Appendix F Markup syntax to format text It is sometimes quite useful to emphasize information in tooltips for cells and column headers This is possible to achieve by using the limited but useful set of markup commands to insert in the text you wish to show Tag End Tag lt br gt lt color value gt lt color gt Examples lt color red gt lt color 0 255 0 gt lt color OOOOFF gt lt size value gt lt size gt Examples lt size 10 gt lt size 4
18. 8 Stavanger Norway Date December 2012 Feedback We always try to improve our product including its documentation Please feel encouraged to report any errors or other feedback regarding this document to proteus promineo no dibd Proteus Configurator v 2 1 User Guide 104
19. Action Button An Action Button represents an entry in the Proteus Action List Tree normally configured to be accessible on right hand side of screen see screenshot It can consist of one or more so called Action Items where each Action Item is one of the types described in the table above Acton List ddid Proteus Configurator v 2 1 User Guide 69 Below is a screenshot of the form for defining Action Buttons Each selected row in the property grid will give show a descriptive message of what it does at bottom of screen Action Button Properties gt SnapshotAction ScenarioSnapshotAction EntityID SnapshotAction Caption Create Snapshot of Acts Jobs Data AccessGroups Administrators Developers Action Items for selected Action Button Type Publish Snap Shot Action Data Activities Jobs Description Transfer all Activities and Jobs to a local database for use as referece point Data CreateFieldList DestnatonDataConnectonID ExwecuteSOL Overwrite PDSIndexList SnapshotIDExpression oa ee EE False 0 1 DateTime Today ToString yyyy MM dd Misc ah ah ConfirmMessage EntityID FailMessage ResetDialogExpression SuccessMessage Please confirm creating snapshot 0 Message to be shown if action is successful To embed the SnapshotID user the replacement marker 0
20. B How to modify source data from Proteus Proteus not only allows reading source data but also has the possibility to update it as well providing that the data source allows updates This appendix gives info on how this is set up Step 1 In the DataSet s General Tab set which Group s should have the right to update data in grid move Gantt Bar using drag and drop as well as insert and delete data the latter two applies currently only to grid in DataLayout GanttGrid Options Editing Settings Hide Tab Allow Edit Grid Administrators Users Allow Insert Administrators hi Allow Delete Administrators hi Allow Edit Bars Administrators Users Step 2 Specify which fields are updateable in DataSource and what the Base Table s name is SQL SQL Result Beer me Data Update Options Base Table T TestData Demo Lev Select which fields are updatable Set All Reset All Copy Fields _Earned Double Progress Double process comment String Work No String WorkStatus String DCN_Doc String Activity_No String ExpHrs Double DCN Deser String Description String Process Status_Type String C job_hot_work String Start DateTime process commenti String Finish DateTime job revision String O hrs foreman String ei Step 3 Specify how Update Insert and Delete Statements are generated Create columns for The simplest way t
21. Exports Group Summaries Union Data Column Values Pre Periodized Data General Gantt Bars Gantt Markers Calculated Columns Periodized Fields Inherit Fields Completion Matrices Calculated Column Properties Field Name Data Type Create columns for _ProgressCalc Int32 SOL Generation w _ChildSum Comments Example Picker _Earned k Select item from list y Foamea Dynamic Expression Expression Type Dynamic Static Iif ChildSum 0 0 Earned ChildSum 100 _ChildMinStart _ChildMaxFinish _BarColor _ProgressBarColor oR pS Se Test Expression _ _BarAlpha _OSBorderColor Result Preview Columns in grid may be dragged to Expression above instead of typing its name at the cursor CountobsOutofsync f _ProgressCalc al planned Actual esa ef n des _Remaining _ToolTip_an _JobsOutofsync _ChildMarkerHatchStyle Each calculated column will be added to the list of fields loaded from the DataSource s SQL It is possible at runtime in Proteus to filter out the fields that are calculated from those that are given from SQL as well as some other categories of fields The calculated column must be given a Field Name and the Data Type of the result must be specified DataType Description In the top right area of the above screenshot one can see a choice for Expression Type These two types need to be described separately Dynamic Calculated Columns Uses the technology provi
22. Field Operator Value Value2 FColr BColor BColor2 FontName FontSize FontStyle Diagonal No Match No Summary re oom aa progr 100 black lime Arial 8 Regular a 0 51 99 progr BETWEENX 50 100 black yellow Arial 8 Regular m 1 150 progr BETWEENIE 0 50 black orange Arial 8 Regular m 2 0 progr m 0 black salmon Arial 8 Regular m 3 AES _ChildCount gt 0 blue transparent Arial 9 Bold Strikeo fd 4 other progr black silver Arial 8 Regular m 5 i E dad Proteus Configurator v 2 1 User Guide And here are some words about the significance of each column in screenshot Control Description Compare Field The field used for testing against given value s see next 3 items below Operator The operator to use for testing against value see next 2 items below The operators are presented in a dropdown and some explanations are given in table below this one Value The value to test against see the 2 previous rows Value2 Used only when the Operator is one of the Between types Diagonal The direction of the diagonal or NoMatch Check if the criteria should be used if no other gets a hit NoSummary Check if this should be omitted from summary statistics Order The sort order in grid also controls the order of summary rows Optional Syntax described in detail in section called Creating a Continuous Coloring Scheme List of available operators Control Description BETWEEN See next row
23. Imagelndex Field optional The field that holds the index to the icon to use Return Field optional The field to be returned as a collection of selected fieldvalues Header Text optional The text to show in header Supports markup of text Expand Level The number of levels to expand to initially Expand Buttons The number of expand level buttons to show Show Edit Buttons for The Groups to show the Edit Buttons for Allow Drag amp Drop for The Groups to allow drag and drop for More info below Allow Drag Expr The Expression that controls if a node can be dragged or not More info Allow Drop Expr The Expression that controls if a node can be dropped or not More info the images are loaded from the folder IconImages and their index is defined by filename info here Using a TreeList in a Custom Dialog In case a TreeList control is used in a Dialog and only in this case you need to define the Return Field see list above When such a field is defined the TreeList will be showing checkboxes at the left end of each node allowing it to be selected deselected You will want to use the items that are checked off in some meaningful way so an Expression is required to help you in this process Here is an example that converts the collection of selected nodes and returns a comma separated string of items String Join General ToStringArray dlg ProjectListEPS SelectedProjects ToArray ddid Proteus Con
24. Manually created and should preferably have subfolders containing help info for the various Workspaces The name of the html or doc file containing the help information can be given in General Tab of a Workspace DemoData Manually created and the name can be arbitrary If you have any data sources you want to be contained within the repository then it is a good idea to include them mdb accdb xls csv files in a subfolder Note that the subfolders in quotes can have an arbitrary name the others if manual must match exact spelling Note When a new Repository is created there exists no Users Groups or Workspaces When creating Workspaces you can define which Groups should be able to see and modify it As long as there are no defined users anyone can open edit any Workspace in the Repository dibd Proteus Configurator v 2 1 User Guide 102 Chapter 29 Appendix K Formatting syntax for Time Units The time scale of the Histogram Gantt Chart can be customized in various ways The same syntax is used when setting up the Time Unit choices available for Histogram This appendix gives an overview of the various ways to format a time entity to a string The formatting options are quite extensive and more info is found in these links Standard formatting http msdn microsoft com en us library az4se3k1 aspx Custom formatting http msdn microsoft com en us library 8kb3ddd4 aspx Special Proteus specific formatt
25. Map for from Demo Installation Prom Generated by Proteus WEAC gt 110 105 110 100 105 95 100 Area 1 B Noise 106 HVAC 90 Area 2 A Noise 96 HVAC 67 dibd Proteus Configurator v 2 1 User Guide 51 Chapter 8 Creating a dynamic interface The Proteus DataLayout The idea behind the Proteus DataLayout is to wire up an interface to any existing hierarchically structured data This chapter will give an insight into how this is accomplished Here is a screenshot of a demo Workspace that shows three hierarchical sets of data Site Network and Discipline Each selected item will show a KPI in this case Productivity for each of the 3 levels and the discipline level shows an additional KPI as well as a state indicator traffic light and a graph showing the history of the discipline derived from successive snapshots from Proteus The browser control in the upper right corner will show the Google Map location for the selected Site Location Fullname Abbrev Cac Pinned Esned Actual Start Y Frish oa 5 114 32977 217652 10 07 1999 19 05 2011 a 0 Haugeard HAU o o 576114 312977 217652 A x v Ea p gt 5 Z 0 14 Farr lt Network Network Desc Cak Planned famed Actual Start 4 Pnish Prod P a gt 005108 Act Lev Execution Plant Y ABXS S 576 114 312977 217652 00 07 1999 19 05 2011 0 70 y A g R 005108 Act Lev Execution Plant Y ABS A Planned Eaned Actua
26. The screenshots below show how 2 snapshots are virtually identical except for the FieldName Prefix and SnapshotID settings General Gantt Bars Gantt Markers Calculated Columns Periodized Fields Inherit Fields Completion Matrices Shadow Data Alert Settings Excel Exports Group Summaries Union Data Column Values Pre Periodized Data x EB Q Shadow Data Properties Shadow Data EAA delta Entity ID Shadow Type DataConnection ID E EN Baseline1 Snapshot _DC_Baseline 7 gt Baseline nnnm il Select Where Baseline2 proj_id IN Selected_Projects 7 Properties required when Shadow Type Snapshot FieldName Prefix TableName Select Baseline 1_ AUTO SnapshotID lt Use most recent gt Fieldlist Select Primavera_Start Primavera_Finish target_work_qty Fieldlist Snapshot Compare Periodized Fields Union Data Calculated Columns Inherit Fields Completion Matrices Pre Periodized Data Group Summaries Column Values xX amp Shadow Data Properties r _ Shadow Data Entity ID Shadow Type DataConnection ID Baseline Baseline2 Snapshot DC_Baseline P Baseline1 ER I Select Where E Baseline Ond Proj_id IN Selected_Projects gt Properties required when Shadow Type Snapshot FieldName Prefix TableName Select Baseline2_ AUTO SnapshotID GetSnapshotID Fieldlist Select Primavera_Start Primavera_Finish target_work_qt
27. Type lt NONE gt if you wish to avoid system default message that is shown if left blank The set of properties depends on which type of Action Item type is created but using the information given at bottom after selecting an item in the property grid should make things fairly clear asd Proteus Configurator v 2 1 User Guide 70 Chapter 12 Creating Help information for a workspace One Workspace in Proteus can be quite different from another and can be considered an application in its own right It is therefore useful to be able to provide built in documentation for each Workspace General Properties ae General Data Layouts Tite Proteus Demo Action Buttons Description Demo of main Proteus features Created 02 06 2009 Created By Erik 7 a Activities Startup Dialog Startup Termination Msg Project Folder ProjectFolder Help Info Content url HTMLInfo Welcome to Demo of Proteus htm ie irks HTMLInfo Welcome to Demo of Proteus htm E General Options Use Grid s own Filte Gantt Settings Margin Days mem e mem The General tab of a Workspace form allows entering a reference to its help content There are three options when defining the HTML content 1 A reference to a html file using the url prefix recommended 2 A reference to a word file using the doc prefix 3 Entering HTML code directly in the textbox not recommended
28. a PRB ll Tab where data can be persisted to be used as sample data and to store field information The reason you need to persist some sample data is to store the field types for later use so it knows which fields are dates numbers text etc without making a call to the underlying database The sample data is also useful when testing the effect of a calculated column Optional Advanced Steps Step 6 Specify update option for the DataSource Proteus Demo on Data Sources x x ER Q DataSource Properties EntityID DataSource ID DSActivity DataConnection ID DCActivity d Used In Context DataSetSource v gt DSActivity oes Data Update Ontos m DSCalendarRest Base Table T_TestData_Demo_Lev1 __ 0SForeman Select which fields are updatable Set All Copy Fields EEE an String R5_Field String DSHSESeverity des String R6_Field String DSJob planned Double R7_Field String DSQSSNormSet Actual Double R9_Field String esa DateTime R12_Field String DSQSSPipeData ef DateTime F progr Double vpn Int32 R1_Field String R2_Field String R3_Field String R4 Field String Mt RecordOofO p m m v cre Tab where update options for DataSource can be specified F GanttMarkerDate DateTime DS_Activities_HAU_MSaccess DS_Activities_OSL_MSAccess DS_Commissioning DS_Discipline
29. all settings can reference an Expression using the curly bracket syntax you could e g have typed Customer Review AdditionallnfoExpression The Start Date holds the expression that results in the date to use for the line and correspondingly the End Date for a strip TimeNow AddDays 20 This results is 20 days ahead of whatever the Expression TimeNow evaluates to Getting back to the Histogram annotations They have been defined in a database so the Configurator only has one entry for all of these and it has its Type set to Dynamic indicating that it is defined using a DataSource in this case DS_ Annotations The format for such a source is described in Appendix It is worth mentioning here that the button SQL to Clipboard see screenshot below will place a starting point for making the SQL statement showing all the required fieldnames Properties for Graph Annotations EntityID Annotations E Static Type a Dynamic Customer Review DataSource for dynamic content DataSource DS Annotations Context Histogram z SOL to Clipboard Y The Dynamic Annotation gets its data from a DataSource SQL to Clipboard will give a starting point for defining SQL The next page shows the 4 rows of data used to produce the annotations in the histogram 2 stripes and 2 callouts and all its column values shown over 2 rows for readability promineo Proteus Configurator v 2 1 User Guide 74 Ca
30. blank PowerPoint file and e g populate it with shapes The equivalent for Excel is xis Access Controls which group s can see this item when right clicking grid Control Sheet Value Mapping ReportTite My Report Name This is a Cell Note Set values at sheet level In the above example it sets the title of the report this could have been an Expression e g GetTitleFromDialog instead of a fixed string so that a custom dialog could have asked user what the title should be Cell Value Sheet Value Mapping Cell Value Mapping Mapping GraphSource A Sheet1 lt AUTO gt DISCIPLINE F 1 DISCIPLINE _DES imi Sheet1 lt AUTO gt DISCIPLINE_DES 3 2 ggg r 00000 At runtime for each filtered row in the GridGantt all of the above actions will be carried out Let s use the above example row by row to describe what happens 1 The value given by the field DISCIPLINE is set to the sheet by the same name in cell A2 The worksheet is dynamically created if it does not exist before The value in field GraphSource is in a similar way set to cell B5 AND a dibd Proteus Configurator v 2 1 User Guide 47 custom MACRO is triggered called CreateGraph This particular macro takes the cell values from A2 and B5 and uses them to create a graph It is important to point out that the content of the GraphSource field is a serialized DataTable and in the export to E
31. calculated column names Here is the list of special reserved names to use if you wish to control visual aspects of a chart The fieldnames all start with _CustomDrawSeriesPoint_ Control Description MarkerSize The size of the marker ToolTip The tooltip format string to use for creating tooltip content see Calculated column _ToolTip_FieldName AllowEdit If true then point can be dragged by user ValueExpression1 The expression text that controls how the series value should be generated that is written back to source ValueExpression2 See above but used for argument value FillMode Values are Gradient Solid Hatch GradientMode Must be set according to FillMode E g If Gradient then LeftToRight Note The above fields can be suffixed with a particular SeriesName in case you have multiple chart controls in a DataLayout You can also append _Selected to fieldname if you wish to control properties for selected item in chart Control Description CustomDrawAxisLabel_AppearanceExpressionX X Axis label appearance CustomDrawAxisLabel_AppearanceExpressionY Y Axis label appearance Example of how to make an interactive custom Profile Editor for Safran Safran Profile Editor 3 1 2 3 4 5 AL S geag Profile Editor drag points to edit Default profileset Default x 100 m gt CLINOO01 AVIBio Ebola 1 2 Default w SFLL 3 DA SFB
32. four results Bold Blue Red 10 Bold BlackRed 10 Bold Blue 10 Bold Black 10 When Proteus updates appearance for cells in a grid it first checks if there exists a column in the Grid s DataSet with the same name as the cell s column in our case it would look for _CellFormat_MyColumn and if it finds it the resulting style code will be used to set the appearance style of the cell asd Proteus Configurator v 2 1 User Guide ee Chapter 21 Appendix D Internally generated fields There are a number of fields in a DataSet that are added to the ones coming from the DataSource normally through an SQL statement Some of these are generated by Proteus internally and are described in this appendix Internally generated columns Column Name Data Type Description _Counter SVS Sie E Always 1 Usable in pivoting for getting count _ParentStart System DateTime The Parent s Start Date _ParentFinish System DateTime The Parents Finish Date _ParentID System String The Parent s Unique ID _ParentDescription Syo rem otreing The Parent s Description _ProgressDate System DateTime The date corresponding to tip of progressbar _Original lt StartColumn gt System DateTime The original start date used for restore _Original lt FinishColumn gt System DateTime The original finish date used for restore _ExpectedProgress System Double The expected progress acc To TimeNow _OnSchedule Start System Date
33. gt lt size 4 gt lt b gt lt b gt lt i gt lt i gt lt u gt lt u gt Size 14 Bold tale Underline Size 11 Sample Text The above result is produced using the markup below lt size l14 gt Size 14 lt br gt Description Inserts a single line break Specifies the text color Specifies the font size Defines bold text Defines italic text Defines underlined text pec la lt 7 b gt lt 1 gt I reali i gt lt u Underline lt u gt lt br gt lt size li gt Size l1i lt br gt lt OlOor 255 USSamole Text lt color gt lt j size gt These are the contexts where you can use these types of markup 1 ToolTips in Grid GridGantt and Completion Matrix TreeList TreeList Header Text 2 3 ToolTip Labels in a DataLayout when changing the design of a DataLayout in runtime 4 Shape Text in a Custom Export will render the markup in shapes in Excel and PowerPoint dibd Proteus Configurator v 2 1 User Guide 92 Chapter 24 Appendix G Exporting data to Safran Planner Proteus can export its hierarchical Grid and Gantt Chart to Safran Planner format From Proteus this is done by right clicking in a GridGantt and selecting Export to Safran Planner There is a way to control the logo shown in Safran Planner printouts If you have provided these files they will appear in header as left and right logo ReportImages SPPLogo_left bmp ReportImages SPPLogo_right b
34. it is considered an orphan object in such cases the Description field value will be prefixed with the text Missing Parent lt Parent ID gt where lt Parent ID gt is replaced with the specific value Earliest Start Optional The fields used to control the accepted timerange of the object Latest Finish These fields are used in conjunction with Restriction Type and Restriction Sign at bottom right of form to determine how out of range is handled and visually presented dibd Proteus Configurator v 2 1 User Guide 20 Profile ID The field to use to select which Profile to use from the loaded profiles Note If you have completed all the Typical Steps described so far in this document you may save it and run it from Proteus or pressing Launch button in Configurator s ribbon bar this represents the Hello World workspace in Proteus i e the minimum effort to get some results from Proteus Advanced Settings Here are some explanations for the other controls on the form Control in Form Description General DataSet Index This is automatically incremented but can be edited It is used when giving names to relations between DataSets Example If DataSet with index 0 has 2 child DataSets having index 1 and 2 then the relation between DataSet 0 and 1 is named RELO_1 and the other between 0 and 2 is named RELO_2 It is recommended to build hierarchies from the top and
35. ix 90 SFLL 5 DA SFB iv l H i SFLL 3 DA SFC z 33 79 i 80 SFLL 5 DA SFC iz z SFLL 3 SFA Brannvann w H SFLL 5 SFA Brannvann al 70 SFUL 3 Driing E ay SFLL 5 Drilling z 60 SFLL 3 M11T T SFLL 5 M11T vi 50 i SFLL 3 fase3 ii 40 30 20 10 ggg roie 120f 177 00230332 dl Q 10 20 30 40 50 60 70 80 90 100 E Safran Profile Editor _ Q Information Repository F Proteus Repositories Proteus Demo Repository Workspace Safran Profile Editor dad Proteus Configurator v 2 1 User Guide a The screenshot above shows a DataLayout where the left topmost grid lists all available profiles from Safran database and the left lowermost grid show the coordinates for the selected profile The following calculated columns in the DataSet relating to the profile coordinates Profile Data results in the interactive functionality whereby a coordinate in chart point can be dragged and its visual properties controlled ColumnName _CustomDrawSeriesPoint_AllowEdit _CustomDrawSeriesPoint_BorderColor _CustomDrawSeriesPoint_BorderColor_Selected _CustomDrawSeriesPoint_Color _CustomDrawSeriesPoint_LabelText _CustomDrawSeriesPoint_MarkerKind _CustomDrawSeriesPoint_MarkerSize _CustomDrawSeriesPoint_MarkerSize_Selected _CustomDrawSeriesPoint_ShadowColor _CustomDrawSeriesPoint_ShadowColor_Selected _CustomDrawSeriesPoint_ShadowSize _CustomDrawSeriesPoint_ToolTip _CustomDrawSeriesPoi
36. n Center 125 125 Markers a Bl Spindle Caps art de Sret tayan RadiusY 83 8 State Indicators 5 abe Labels ZOrder 0 Bindings E Scal d Labels lt Labels gt MaxValue 3 MinValue 0 Value olle Back Color E EndPercent EndThickness 10 EndValue ShapeOffset 0 StartPercent StartThickness 10 StartValue 0 Misc Name lt BaseShapeAppearance gt lt BrushObject Type Solid Dz E Yellow BorderWidth 2 EE lt BushObject Type Solid Color E o 192 0 El Geometry EndPercent End Thickness 10 EndValue 1 2 ShapeOffset 0 StartPercent Start Thickness 10 Start Value 0 8 E Misc Name ddid Proteus Configurator v 2 1 User Guide 60 Each range s properties can be set using this form Working with unbound controls in a DataLayout We will use a specific example here to illustrate the principles of using unbound controls and buttons in a DataLayout interface The example is taken from Workspace Interactive DataLayout Demo in the Proteus Demo Repository Let s assume we want a multi column dropdown this control is called a LookupEdit in Proteus and after selecting an item in this list a button can be pressed that adds a new row to the grid and populates the first and second columns with values from selected dropdown s first 2 columns In Configurator we need 3 items controls
37. needs a Completion Perspective on a set of data An example from real life The Kashagan Project one of the largest Oil amp Gas exploration projects in the world in Kazakhstan on the Caspian Sea needed an overview of all job cards that had material and design hold i e the job could not be carried out because the required materials were missing or the drawings needed to carry out the job were not complete It is quite expensive for a welding crew to mobilize on a job just to find that the pipes needed to do the job are missing In the output below each week shows a vertical set of jobs that all start in this week and the coloring indicate the hold status for the job where red means material hold yellow means design hold and orange both Green means no hold At the bottom of the report summary statistics are shown for each of the defined criteria hold statuses Completion DataSet jobs Report Hold status on jobs TimeUnit Week Blank Columns Time Range 01 01 2009 14 11 2009 J Preview RefreshReport a Hold status on jobs Red Material Hold Yellow Design Hold Orange Both Holds Green No Hold Job 521136 ipti OPPSETTING AV FLOODLIGHT 82 NX 041 I CAT1 Start Finish 21 02 2009 02 03 2009 5 Parent Activity NEUT 1T 105 CAT1 Installation of lighting poles pull term amp test cables to lighting poles 1 Parent Range 28 02 2009 09
38. private layouts filters etc If no repository folder has been set up before it must be created manually An example of such a path could be P Proteus Repositories MyRepositoryName One Repository can contain a number of workspaces All Workspaces will have access to the same Data Connections Data Sources Dialogs etc inside the same Repository If you would like to create an independent set of workspace s you should consider creating a separate Repository for this purpose Please review your license agreement to verify how many repositories your organization is allowed to operate In Appendix you can read more about the subfolders that may be found in a repository as well as a discussion on access security Sample Repository with various Workspaces Upon request proteus promineo no or from your regional Proteus vendor you can be given access to a Repository called Proteus Demo Repository containing several examples that are referenced in this document d Proteus Configurator v 2 1 User Guide Chapter 3 Setting up Groups and Users For each repository it is possible to create Groups and assign Users to these The Group membership also controls which rights one has regarding Workspace access as well as access to features within a Workspace such as who can save public layouts at runtime etc There are two distinct modes of security to use when setting up role based access to Proteus 1 Active Directory Sec
39. run the custom export Save as template Proteus Configurator v 2 1 User Guide 50 Example of setting shape properties for an existing Export template The previous section demonstrated how an Export Template could be created through a Custom Export and how the shapes had to be manually modified to their proper shapes sizes and location This section will show an example of how to use such a template to set its visual shape properties Custom Export Properties en EnttyID NoiseMapPPT Menu Caption Moise Map in PowerPoint for Demo Installation Result Caption NoiseMap Demo Column Value Description Name Bookmark SHAPE Level1 PrimKey Reference the shape in slide named Level1 Name with shape name given by PrimKey field Value WEAC Title lt br gt lt size 16 gt Noise The text including markup to show in the shape lt b gt LastWMeasuredValue_Noise lt b gt lt size gt lt br gt HVAC LastWMeasuredValue_ Noise HVAC Style Code _CellFormat_LastWMeasuredValue_ This sets some color properties including Noise transparency given by a calculated expression Cell Note ColorInt_Noise When bookmark points to a shape the Cell Note column can be used to set the foreground properties in this case it prefixed the background color with a sign to return a readable color to avoid e g black color on black background More on color syntax The resulting PowerPoint document may look like this ineo Noise
40. the fieldname prefix Last_ unless overridden by custom prefix above FieldList Snapshot Compare The list of fields to show deviations for For each field in this list there will be generated 3 sets of corresponding internally calculated columns 1 Delta_ returning the calculated difference between live and snapshot values for dates and text this will be a Boolean indicating if they are different or not CellFormat_ containing the formatting code for color and font style that the column will show for deviations ToolTip_ containing the tooltip with the last value See Advanced formatting options for deviations below if you wish to show customized formatting on deviations instead of the orange color using bold and italic as delta direction indicators Advanced custom formatting options for compare deviations Each field in the FieldList Snapshot Compare list can be given a customized formatting if needed shown in red color below FieldName FontStylelfLess ColorlfLess FontStylelfGreater ColorlfGreater A typical Example with standard formatting Start Finish Mhrs ExpHrs Progress Let s say we want to show bold font and red color if greater and green italic if smaller for column Mhrs This addition in red would achieve this result Start Finish Mhrs Bold red Italic green ExpHrs Progress aie Proteus Configurator v 2 1 User Guide ag Shadow Type
41. the Histogram The one to use the first time Proteus is started can be checked as Default Again remember that this setting will be overwritten by the Histogram Completion Matrix layouts that are set as Public Default If Use Calendar is checked then the timephased quantity will be divided by calendar workhours per day Typically this is used to convert hours to men Time Units Value Units Bypassing source Data Use Calendar Default Record 1of2 HM et dibd Proteus Configurator v 2 1 User Guide 13 Chapter 5 Setting up DataConnections A DataConnection implies a reference to a source of data This can be any type of source that exposes data to the OLEDB standard These include SQL Server Oracle Sybase MySQL MSAccess Excel Textfiles Sharepoint Lists and even HTML tables DataConne ction Properties DataConnection ID DCActivity Example Picker Connection String a Provider AutoDetect Data Source DemoData DemoData mdb User Id USER Password PASSWORD DCIJob DCOSSData DCSnapshot DCUserShadow DC_Commissioning DC_Constraints DC_PerformanceDrillDown Login Credentials if applicable fe Test DC_PerformanceDrillDownSnapshot aes DC _ScheduleData DC_TreeData Password gt PASSWORD Www connectonstrings com The form for defining Data Connections Step 1 After giving the Connection an ID create a connection string by selecting one from the Ex
42. using it as an alternative to this technique _ColumnHidden_ lt Fieldname gt Allows hiding a column in grid _ColumnCaption_ lt Fieldname gt Allows forcing a caption on a grid column header _ColumnToolTip_ lt Fieldname gt Allows forcing a tooltip text on a grid column header _UpdateSQL These can also be specified for a particular column by appending _InsertSQL lt Fieldname gt as seen above Then they will be used to _DeleteSQL customize update insert statement for individual field Appendix B gives more info on these here _CustomDraw Click here for more info dibd Proteus Configurator v 2 1 User Guide 29 Testing a calculated column expression In the user interface you can drag and drop fields from the grid showing persisted data from the DataSource used in the DataSet onto the Expression textbox but note the dragged text will always be inserted at the cursor and not where it is dropped by mouse By pressing Test you will see a yellow column at left part of grid reflecting the calculated value If an error is found it will be stated as a red text under the grid Useful Note You may edit the column value in the grid to provide varied input condition for your expression and the result will for dynamic calculated columns instantaneously change to reflect the result Note This test function is not fool proof in that you may not run hierarchical like Sum Child MyField calculations since
43. 16 JB 0 50 Activities IFSObjects Activity 1 to 34 of 37 QO Q T1 T1 TN O O 0 0 a co pos General Targets Progress Analysed Userfields References Activity ID Dur Calendar Descriotion JAct006 30 Standard Nulla imperdiet sapien a ligula viverra adipiscing WBS ee Screenshot from result in Safran Planner dibad Proteus Configurator v 2 1 User Guide 94 Chapter 25 Appendix H Working with Project Folders There is a feature in Proteus that allows various users to share a common set of layouts filters reports etc here called Customization Files or C Files for short You can set up an expression that determines which such Set of user configurations the name of a folder to use Let s use a specific example case to get started Let s assume we want to achieve the following functionality The user should select which project whey work for in an initial custom dialog The dropdown should have 2 project names Project A and Project B and each should have their separate sets of reports filters layouts etc C Files However there should be a set of such items that are considered common defaults i e settings that initially are common to both but can be overridden An example to illustrate this could be to have an initial filter called MyLongActivities that filters out activities having more than 44 day durations Project A decides
44. 2 Optional Additional Summary Type 2 Optional Additional Summary Value 3 Optional Additional Summary Type 3 SummaryValue2 n0 SummaryType2 SummaryValue3 n0 SummaryT ype z As shown in example above it can be useful to show detail information relating to an alert In the example the sum of Mhrs and Earned fields are merged into the text Summary Field 2 and 3 See above Summary Type 2 and 3 promineo Proteus Configurator v 2 1 User Guide 45 Union Data Merging data across servers and or database types is sometimes a challenge in real life In Proteus you Can join as many DataSources together as you like as long as the fields from each DataSource are consistent i e having same field names and data types Note that the dropdown DataSource ID will only show the DataSources that have Used in Context set to UnionData General Gantt Bars Gantt Markers Calculated Columns Periodized Fields Inherit Fields Completion Matrices Shadow Data Alert Settings Excel Export Group Summary Column Values Pre Periodized Data Union Data Properties Entity ID DataSource ID UnionDemoz DS_UnionDemoa2 DataConnectoniD DS_Activites_HAU MSaccess DC_PerformanceDrillDown DS PDMS Piping Data DC PDMS Csv DS UnionDemo2 bSOSSStructData DCOSSData Column Values On rare occasions it is useful to be able to set a column value to a particular initial state when data is loaded into a D
45. 2 Field YY Sum Planned 640 Sum Actual 230 Count 10 i i i i i i i i i i i i i i i i i i i i i i i i i i i i i i i i i i i i i i i i i i i i i i i i i i i H H i i i i i i H H i i i i i Act002 Sed ac nulla ante Nam pellent 0 2 1 40 12 09 20 20 8 5 0A Early_Start Early _Finis Planne Earne Actuz Foreman 0 2 0 30 09 20 20 10 2 1 TEON tl Work Order 008 16 09 2009 10 10 2 0 15 0 2 21 09 2009 25 1 0 5 0 2 TEON Act005 Vivamus sit amet lacus in magn 90 22 08 20 50 45 60 B ActO05 u05 Palodd Act006 Nulla imperdiet sapien a ligula 2 3 2 95 07 09 20 10 10 5 24 B ysu Palod Act01ii Utac sapien nunc Fusce in co 95 11 08 20 40 38 40 2540 1020 860 Activities 30 of 30 Wiese ieie ice MN MED lelal yl OAs mews Me ME O e 0 11 0 ge ke we E GridGantt Hi Histogram Completion Alerts Information HE Constraints Screenshot of Proteus Safran Planner File Edit View Tools Window Help JDsl 6amu ao SASS OBe VES NOT BRP BH CORA A Actoo4 SY 100 A Act0os 20 A Act009 EE 5 AAct 10 iE 0 A Act013 FR 90 AAct 14 o 50 AActo1S EE 3 A Act019 JJ 100 AAct02S i 20 vitae erat nec purus fau 100 08 09 2009 In a
46. 20 PctUsage 6 5 3 0 CurveData O O PctUsage 0 O 1 PctUsage 0 5 O 2 PctUsage 0 5 O 3 PctUsage 1 5 O 4 PctUsage 1 5 0 5 PctUsage 4 O 6 PctUsage 4 O 7 PctUsage 7 5 O 8 PctUsage 7 5 O 9 PctUsage 11 5 O 10 PctUsage 11 5 O 11 PctUsage 11 5 O 12 PctUsage 11 5 O 13 PctUsage 7 5 O 14 PctUsage 7 5 O 15 PctUsage 4 O 16 PctUsage 4 O 17 PctUsage 1 5 O 18 PctUsage 1 5 O 19 PctUsage 0 5 O 20 PctUsage 0 5 dibd Proteus Configurator v 2 1 User Guide 80 Chapter 16 Appendix A3 DataSource for Custom ColorMapping It is possible to map a particular value of a field to a particular color when viewing split histograms In this way you may for example map a limited set of codes e g phase codes to a corresponding set of colors in order to avoid getting random coloring schemes each time a histogram is created Setting up Custom SplitBar Colors You need to set up a DataSource to specify such color mapping definitions It is oa 1 al u none important to set the Used in Context to ColorMapping PrePeriodic j LookupList Here is an example awe CalendarRest GanttLinks ProfileCurve i ook obe ra Annotations Split Field Name Split Value Split Color ColorMapping R2 Field L Red R2 Field N Green R2 Field T Blue R2 Field Yellow R Licem A
47. 33 Bypassing the Periodization Engine with pre periodized data If the Spread Type is set to Periodic there will be a different dropdown to select from in Spread Field namely the ones given in DataSources marked as PrePeriodic see next section Spread Properties EntityID Caption Type Spread Field Calculated Spread Type Spread Field Alt Start Spread Field K E Hist_A Double Double The field list In Spread Field will look different if Periodic is chosen as Spread Type ti Histogram Field Name Data Type Field Type PrePeriodic ActHistory PrePeriodic ActHistory E Plan BB Earned D Actual 9 History 4 Qi History B Plan Earned Actual Planned Earned T actual Rem Planned P Operation 800 700 oO o Periodic value Hours 2c 60 60 E 60 Se 60 9 60 26 60 60 68 60 OF 60 Tb 60 b 60 gt 60 Proteus is provided by Promineo www promineo no T 2 10 20 J bb 60 2700 2400 2100 1800 1500 1200 300 600 300 sinop anjea payejnuun gt 17 of 17 17 23 of 23 o 4 _ esa If 77S EG 8 ts E 55 i is Se 8s _ Example of how the above settings may look in Proteus at runtime pees Proteus Configurator v 2 1 User Guide 34 Pre Periodized Data The last subchapter indicat
48. Advanced A typical use of the Advanced shadow is to allow user updatable columns to a DataSet that has non updatable data The settings below show such an example General Gantt Bars Gantt Markers Calculated Columns Periodized Fields Inherit Fields Completion Matrices 3 m _ Excel Export Group Summary UnionData Column Values _ _PrePeriodized Data _ Shadow Data Properties Entity ID Shadow Type DataConnection ID Userdata Advanced DCUserShadow Select Where UserName UserLogin F Properties required when Shadow Type Advanced FieldName Prefix TableName Select Sync T_Shadow_UserData_Job Execute SOL TableName Update T_Shadow_UserData_Job Fieldlist Select User_AttentionLevel User_Marked User Comments User _DueDate User Textil User Text2 User Texts Fieldlist Update UserName UserLogin User_AttentionLevel User_Marked User Comments User _DueDate Allow Update for these groups Administrators Users Note The reference UserLogin above implies the existence of an expression called UserLogin and this should have the expression definition User Login The topmost controls are identical to the ones described for Snapshot in previous subchapter but the others may need some explanations Control Description TableName Select The name of the table or view to load data from Advanced info he
49. Control ccscsccscssecsecscsceccecscecees 96 Chapter 27 Appendix Ib The Overlay Control s polygon forMmat ssesessesessecessssessscese 99 Chapter 28 Appendix J Folder Structure and Security sesessesessecessecessecessecoesessessssese 100 Chapter 29 Appendix K Formatting syntax for Time Units sesessesessesessecessecsesescessecese 103 Copyright Notice promineo Proteus Configurator v 2 1 User Guide 3 Chapter 1 Introduction The idea behind Proteus is to wire up interface s to any existing hierarchical data and provide some useful tools for viewing interacting with the data in various ways Time phased Gantt Charted Pivoted Custom Reports etc This document will give an insight into how this is accomplished using the Proteus Configurator application Jas e SB meee OAL Save Connect User Admin Connections Datasources Expressions Dialogs New enri Repository a a u a DataSet The chapter outline is as follows Note You can have a Hello World Workspace up and running when the typical steps up to 7a are completed shown in bold below This can be done in a matter of minutes so the threshold for getting started does not need to be very high 2 Getting Started Setting up Groups and Users User Admin a Creating a new Workspace Setting up DataConnection s Creating DataSources Setting up DataSet s and their hierarchical relationships General Gantt Bars
50. Define Users at left and assign them to the appropriate group s at right Administrators Users Demo Proteus Demo a ceteseeeeeeeetenneetnseetaeeets E NoAccess Admin Proteus Administrator eer erik Erik Developer ee DEDEDE There are no limits to how many Groups and Users can be created and these are stored in the file called Security proteussecurity having passwords encrypted so they are not readable if file is opened in notepad Note Please note that the users do not get the opportunity to change their passwords when logging on to Proteus or Configurator As mentioned in Notes on Security in this document Proteus assumes that there are sufficient security barriers outside the application so it is therefore no need to be overly protective of these passwords They can be made visible by double clicking on the Password column header and returned invisible by double click it again Scenarios where shared project Login may be considered Note The following is only relevant for Proteus Security Model Let s imagine the following scenario You have three sets of project specific data for these Projects stored in the same table 1 Project_Cat 2 Project_Dog 3 Project_Horse One of the columns in your datasource having fieldname ProjectName contains the string from one of the above project names i e Cat Dog Horse Each of the projects has around 50 people wanting to access thei
51. LIEL400 L101 Admin Building Pulling fibre ca 26 03 2009 25 05 2009 45 21 581 al NIUTIBI401 L105 Utility Substation Pulling multic 29 03 2009 27 06 2009 66 1826 538 Dis NL Activities 48 Sum Planned 68 957 Sum Earned 56 210 Sum Actual 38 037 m 5 Dis NM Activities 2 Sum Planned 90 Sum Earned 0 Sum Actual 0 Dis NN Activities 12 Sum Planned 6 633 Sum Earned 5 539 Sum Actual 3 186 Dis NR Activites 14 Sum Planned 5 066 Sum Earned 3672 Sum Actual 774 Dis NT Activities 4 Sum Planned 1315 Sum Earned 991 Sum Actual 722 i eR ee EY OT ae ee The result in grid at runtime after setting up group summaries for a DataSet You can add as many items as you like in such a Group Summary and for each item you need to specify which field to use the display format and the summary type see dropdown below General Gantt Bars Gantt Markers Calculated Columns Periodized Fields Inherit Fields Completion Matrices Shadow Data Alert Settings Excel Exports Group Summaries Union Data Column Values Pre eriodized Data Group Summary Properties shows aggregated values in summary row for group R FieldName FieldName Display Format Summary Type _ an planned Sum Planned 0 n0 planned _Earned Autogenerate All Numeric Summary Columns Actual By pressing the button Autogenerate All Numeric Summary Colu
52. QL Generation Interactive Graph Calculated columns inserted for SQL Generation Column Name Description _ UpdateSQL UPDATE BASETABLE SET FIELDNAME FIELDVALUE UNIQUEWHERE InsertSQL INSERT INTO BASETABLE FIELDNAMES VALUES FIELDVALUES _DeleteSQL DELETE FROM BASETABLE UNIQUEWHERE The replacement markers enclosed in square brackets above are replaced by Proteus at runtime with appropriate values If you for whatever reason want to customize these statements it is quite possible to do so manually More info on this can be found in Appendix B Also see section Fieldnames with special meaning on next page Calculated columns inserted for Interactive Graph These all start with _CustomDraw and are described in more detail in the chapter called Controlling Chart details using special calculated column names The Global Expression syntax It is possible to embed a global expression in a calculated column and use its evaluated result always a string as the actual formula for the calculated column This can be especially useful if you have the following scenario You want to test if a value in a field FieldX matches values found in a table and if so a mapped value in that same table should be returned according to the table t_MyMap having 2 columns E t_MyMap Ee If this mapping was fixed you could solve the challenge using a nested lif 2 statement like this 3 Iif Fi
53. Snapshot SnapShotID aad aad 13 11 2009 D g TYPE System String fA METHODS Select Snapshot Compare to which snapshot 13 11 2009 Number of Days to spread CarryOver hours Remember this The Expression that refers to dialog control will bring up the dialog form and return the requested value given by user dibad Proteus Configurator v 2 1 User Guide 68 Chapter 11 Setting up Action Buttons The idea behind Action Buttons in Proteus is to give Administrators the possibility to wire up needed functionality into one or more buttons that certain Groups could have access to The current possibilities for these are listed below and each is described in detail This list will most likely be extended in later versions of Proteus Action Item Type Description PublishSnapshot Publish data to external DataConnection using current contents or limited to a set of fields of specific or all loaded DataSet s PublishGrid Publish data to external DataConnection using content of a particular DataSet s filtered rows in grid For each row an update statement may be built to append data to some table Publishimport Publish data to external DataConnection using Excel Workbook as source for SQL statements similar to above but uses Excel content instead of filtered rows in grid Expression Action Evaluates an Expression that carries out an action What is an
54. Time The start date if it had been on schedule _OnSchedule Finish System DateTime The finish date if it had been on schedule _OnSchedule Offset system Int32 The number of days to move in order to be on schedule _IsInWorkSchedule System Boolean True if within the WorkSchedule range _ChildCount N pystem INEZ The number of child rows If more than one set of child data exists the second set will be called ChildCountz2 etc _HasShadow N System Boolean True if the row has a related shadow row If more than one set of child data exists the second set will be called HasShadow2 etc _IsOrphan N System Boolean True if parent is missing If more than one child DataSet is defined the second set will be called _IsOrphan2 etc _Duration SSIS WMC 3 2 The number of days between start and finish dates _WorkDays pystemsIntoj2 The number of working days between start and finish dates according to the calendar that the object is assigned to Inherited Columns Inherited columns will be prefixed _Parent_ lt FieldName gt Snapshot Shadow Columns For snapshot shadow columns there are 3 fields generated for each item in Fieldlist Snapshot Compare list Delta_ lt FieldName gt CellFormat_ lt FieldName gt ToolTip_ lt FieldName gt And one field for each item in the Fieldlist Select list resulting in field Last_ lt FieldName gt dibd Proteus Configurator v 2 1 User Guide 88 There is one tool in Proteus at runtim
55. VS Comparisons lt gt lt gt lt gt INQ LIKE Activity LIKE LN TRIMQ Removes all leading and trailing blank characters li TRIM Description grid may be draggi SUBSTRINGQ Gets a sub string of a specified length starting at SUBSTRING Activity 2 3 LENQ Gets the length of a string LEN Activity inish Mh ISNULLQ Checks an expression and either returns the chec ISNULL Name Bob IFO Gets one of two values depending on the result o IIF MyDate gt TIMENOW After Today Before Today 17 04 2009 CONVERTQ Converts given expression to a specified NET Fr Convert Total System Int32 _GanttDateE SOL to execute when updating Gantt Bars UPDATE T_TestData_Demo_Lev2 SET Start Start SQL Finish Finish SQL WHERE Work_No Column_Uni 17 04 2009 _UpdateSQL SQL to execute when updating Table UPDATE BASETABLE SET FIELDNAME FIELDVALUE UNIQUEWHERE 17 04 2009 _InsertSQL SQL to execute when inserting rows in Table INSERT INTO BASETABLE FIELDNAMES VALUES FIELDVALUES 17 04 2009 _DeleteSOL SQL to execute when deleting row in Table DELETE FROM BASETABLE UNIQUEWHERE Field CellFormat Template Expression for CellFormat_MyFieldName FontStyle ForeColor BackColor BackColor2 17 04 2009 Field ToolTip Sets tooltip for individual column in grid lt b gt OBJECT_TYPE lt b gt lt color _BarColor gt lt size 12 gt Work_No lt size gt lt color gt lt br gt lt b gt Description
56. a CON A acre NN ace eg OA eel ONG ee 1 E anges fo ff fafa fag Yn eng FN cn mf wag funn foo fof ona one SE E A Each multi colored bar in reflects an entire network in planning system Safran P6 or other and bars can be expanded to lower hierarchical levels ending up with task level It is possible to use a custom dialog to allow user to control which Gantt Markers to show and how to show them User O Carry over hours work that should have been eee completed but is not can be calculated in Proteus Map hours to transparency and visualized using a red cross who s size indicate Use Border Width to indicate children the magnitude of carry over scope When the bar is Use Archived Snapshot File C moved in time drag amp drop you can see below how Archive Snapshot file F Proteus Repositories Proteus Demo Repository Dem J the carry over scope is reduced and consequently i Remember this 06 how the Gantt Marker becomes smaller until it vanishes when there is no carry over scope CarryOver Hours 75 0 Pogg poon EE ddid Proteus Configurator v 2 1 User Guide 26 Calculated Columns As seen in the example with Gantt Markers previous pages calculated columns can play a vital role in allowing Proteus to present things in a dynamic way so that visual attributes can reflect specific properties in the loaded data Shadow Data Alert Settings Custom
57. alculated columns give access to a subset of functionality found in the NET C language as well as some functionality created specifically for Proteus The documentation for this is virtually identical to the documentation for defining Expressions that can be reused between Workspaces The chapter Defining Expression gives an insight into these possibilities Fieldnames with special meaning There are some fieldnames in a DataSet that carry a special meaning and the table below gives an overview of what they are They can be created in SQL statement or in calculated columns depending on what is most convenient the latter of the two is generally recommended Fieldname Description _ToolTip_ lt Fieldname gt Controls the format of a ToolTip for a given field in a Grid It must be a string and the fields you want to have replaced at runtime when hovering over column must be wrapped in curly brackets e g The tooltip for MyField is MyField In this way tooltips can be assigned to individual columns in a Grid Note that you have some markup options if you wish to have parts of the text colored or with different font sizes bold text etc _CellFormat_ lt Fieldname gt This allows setting a customized runtime cell format for a cell in the column lt Fieldname gt The syntax for setting the formatting is described in Appendix Note With the introduction of Advanced Conditional Formatting in Proteus v1 6 you may consider
58. ample Picker list and modify it to your particular situation SOL Server 2005 Provider SQLNCLI Server my Server Address Database myDataBase Uid US5ER Pwd PASSWORD SQL Server 2008 Provider SQLNCLI10 Server local sqlexpress Database Proteus_Aker Uid USER Pwd PASSWORD Orade Provider msdaora Data Source MyOracdeDB laser Id USER Password PASSWORD MSAccess 2003 Provider AutoDetect Data Source ProteusPDSExport mdb User Id USER Password PASSWORD MSAccess 2007 Provider AutoDetect Data Source MyDB accdb User Id USER Password PASSWORD Excel 2003 Provider AutoDetect Data Source MyWorkBook xls Extended Properties Excel 8 0 HDR YES Excel 2007 Provider Microsoft ACE OLECB 12 0 Data Source MyWorkBook xlsx Extended Properties Excel 12 0 Xml HDR YES Step 2 Add credentials User and Password in the Login Credentials boxes if applicable Step 3 Press Test button to see if it works Advanced info If the Example Picker does not cover your particular situation you may press the link at lower left to go to a site containing virtually any example of an OLEDB connection string www connectionstrings com Please note that only the alternatives starting with the text Provider are applicable Comments on credentials In order to avoid hard coding the user name and particularly the password into the readable Connection String textbox it is possible to use special replacem
59. apshot and then here refer to that Expression s Name In the example below we have the Expression named Training LatestSnapshot with this definition cn DCSnapshot ExecuteScalar Select Max SnapshotID From Snap ProteusTraining Activities Force Default If checked the above expression will always be set as control s initial value If unchecked the initial value is remembered from last time if Remember this is checked at lower left corner of dialog If this had been checked which it is for the example in row above the user would always have been suggested the most recent snapshot and not the last remembered value selected by user ddid Proteus Configurator v 2 1 User Guide or The user interface with the controls as described on previous page ER QE Dialog Properties r Dialog EntityID SelectCompareSnapshot Visibility Expression Repository AccessControl IsMemberOf Administrators ExpRpt tion Select Snapshot Height 250 Width 402 gt GetConnectionString iisi GetScenarioID Description EJ GetString MyProjectSelectorDialog y Dialog Controls RiskInitialDialog Entity ID Caption Control Type Visibility Expression Default Value Expression Force Default i 7 a ceveeeccseccsseusecccesccsscesecesesecsseceseseseueeeceseceseceseccesccsseseccsceseses SnapShotID to hich ComboBox P oua Ti Vv gt SelectCompareSnapshot i pare to which snapshot raining_LatestSnapshot l
60. area of an offshore rig gets a color according to the measured noise level Let s look at some of the settings Description Create a PPT file with one shape for each WEAC They must be manually placed and sized and then saved as an Export Template relat Access Control Administrator Black ColorInt_Noise 50 Column Value Description Name Bookmark CREATESHAPE Create the shape or use the shape with given Name Level1 PrimKey bookmark if it exists in slide named Level1 will ddid Proteus Configurator v 2 1 User Guide Value be created if not found and sets its name to the content of field PrimKey Note It is possible to add a parameter to the CREATESHAPE syntax in 2 distinct ways 1 CREATESHAPE lt N gt Here N is a number that corresponds to the shapetype in Office See office VBA documentation for more info CRETESHAPE lt CoordinateList gt Here is an example to clarify the CoordinateList syntax Polygon 16 2 30 6 11 0 30 6 11 0 50 8 16 2 50 8 This is the same format that Proteus uses to represent polygons in the DataLayout s Overlay control see Appendix for more info Title Set the text in the shape from Title field Style Code Black Colorlnt_Noise 50 This sets some color properties of the shape See Shape format definition here AUTOARRANGE 60 30 6 10 Here any shape property can be set Properties Typical example would be Left MyNumericF
61. art or Graph ina DataLayout In this chapter we will look into how this is achieved and how custom lines stripes and callouts can be defined Let s look at how we can achieve the annotations shown below in a histogram The visual elements are purposely gaudy in order to make it easy to identify settings in Configurator with visual result tI Histogram General Split Gl Planned Qj Actual Rem Planned Earned Actual Rem BL 1 M BL 2 _ NAN bes 11 000 j v N m i 9000 sg W l 8 000 A X XN SENN j X l 80 000 M s ee gt 70 000 5 000 s5 N NS S S N D N Y N Y N N 50 000 4000 3 A N N N A a l 40 000 3000 S Y L l L N Y _ 30 000 E gauan cay Ae 60 60 01 60 TT 60 21 60 1 60 1 60 ST 60 91 60 1 60 81 60 61 60 02 60 12 60 22 60 2 60 b2 60 S2 60 92 60 Four annotations are shown in Histogram Two vertical colored strips and two callouts with text Let s also look at how we can make similar changes to a Gantt Chart This example is much less gaudy than the previous one and is limited to adding a line with the text Customer Review 2009 f jan feb mar apr mal jun th o 20 29 jor 16 25 joe 15 f24 02 11 20 29 08 fir 26 04 13 22 01 jio j3 s Piar k4 E lI i Ssh D Line indicates 04 06 2009
62. ata for the graph You need to give this column a somewhat complex looking expression that converts serializes an entire DataTable into a string format cn MyConnection GetDataTableSerialized SELECT SnapShotDate SumChildPlanned AS Planned SumChildEarned AS Earned SumChildActual AS Actual FROM Discipline WHERE GLOBAL DISCIPLINEID GLOBAL DISCIPLINEID dibd Proteus Configurator v 2 1 User Guide 55 Note When testing such a calculated column by pressing the Test button if it is correct you should see the result starting with lt NewDataSet gt an xml structure representing the returned records Note2 It is possible to have an expression be used directly as source instead of using a field value Simply supply the name of the Expression in curly brackets as the Field Name Note3 For a Graph you may as mentioned earlier use the DataSet as source by typing lt DATASET gt MylD as the Field Name Step4 Set the Field Name property for the Graph to GraphSource in DataLayout editor This concludes the work with setting up the Graph in Proteus Configurator now only remains to drag it onto the DataLayout at runtime in Proteus and give it a proper size and location relative to the other controls and then save the layout to Public Default the one that will be brought up at startup dibd Proteus Configurator v 2 1 User Guide 56 Controlling Chart details using special
63. ataSet Here it is possible to specify which field to update for which rows and to what value General Gantt Bars Gantt Markers Calculated Columns Periodized Fields Inherit Fields Completion Matrices Shadow Data z jr g Excel Export Group Summary Union Data Column Values PrePeriodized Data Column Value Properties Field To Update Set Value IsNew T true Filter _HasShadow False asd Proteus Configurator v 2 1 User Guide Custom Exports It is possible to create customized Excel or PowerPoint Exports from Proteus The settings in the form below will result in the output shown on next pages Template Templates GraphTesting xlt Access Control Administrators Value MAE i ee a Cell Value Mapping Note that Bookmark can be prefixed with Sheethame Bookmark DISCIPLINE i 1GraphSource Sheet 1 lt AUTO gt DISCIPLINE 1 DISCIPLINE_DES Sheet 1 lt AUTO gt DISCIPLINE_DES 3 2 GOO cos 205 PEE PER An example of a custom export to Excel result will be shown and explained on next pages Control Description EntityID Give the Custom Export a unique ID Menu Caption The text shown in popup menu when right clicking the Grid with data from the DataSet for which this Custom Export is defined Description For internal documentation Template The path and name of Template Excel or PowerPoint to use Note This may be ppt extension only to indicate that you wish to start with a
64. atically Select 7 the Report Wizard However settings here are also used by the Wizard as its default settings to be overridden for each individual report Margins millimeters Left 10 Right 10 Top 10 Bottom 10 Steet promineo Proteus Configurator v 2 1 User Guide 11 Admin Rights to Workspace Features Controls which Group s can save the various Public Layouts as well as see the Admin Menu items Screenshot below shows the complete list of Features in the Name column For each a list of Groups can be selected that should have access to the feature The quick way is to set the topmost item and then press the Set all same as topmost button Admin Rights See Features l Name User Group List i _ Set all same as topmost Admin Menues Save Public Filter Save Public Grid Gantt Layout Save Public Screen Layout aa Save Public Histogram Layout Save Public Completion Layout Save Public Pivot Layout Save Public Report Layout Save Public Data Layout Save Help Info Content The quick way is to set the topmost value and then press the button to fill down Note The tab called Access is described in Typical Steps under item 3 Advanced Time Units Advanced Time Units Sine Caption Format Unit Default ie Day yyyyMM dd Day Week Week Week Month MM_yy Month Cutoffs MMM yy i cW Record 4of4
65. ayout Outlook To find out more on each of these simply type the name of the Class Library as the Expression and press Test gt You will then as we saw earlier get a list of all the methods that are available for it dibd Proteus Configurator v 2 1 User Guide 65 Some examples of non trivial Expressions The scope of this document is certainly not wide enough to give a full insight into all the objects and their methods that are available to the person building Workspaces and must be left for special advanced courses can be requested at proteus promineo no or alternatively from your regional Proteus retailer Just to give a flavor for the possibilities here a few non trivial expressions are supplied here from actual Workspaces built by author Purpose Set the values of 4 specific columns for each row of a DataSet with the periodized result of some of its other column values Find max value of a column value given a certain filter condition Launch a custom export Get the date of the most recent Sunday Create a filename on the temp folder Expression MainDataSet Tables Resource SetColumnValuesFr CME TOMSSS LOM ceriegqer Cost Ceicly ear e COs ie ele reneciSie Cie yy Sele hy Seano tuge eves ty MainDataSet Periodizer GetScopeLeftoOftCutof Ff Ge SESE SO IWIOUISMS WiceneCioir COSie Denera IWeNILIL T arent Clicr icl i Cemeirel ISN eum cl SimeoslaoeDacs Eeuegel S
66. ble Get a table of values from ds MyDataSource GetDataTable true Rows 0 Planned database and picking the topmost row s value from column Planned String functions Replace all A s with B s abcdefgabc Replace a b in a string Add quotes toallitemsin StringJoin a b c Split ToCharArray a list Alternative method for Laren Replace ee ae above Inline arrays Select the 3 item in an 101 102 103 104 105 2 array of constants Select the Nth item in an R1_Field R2_ Field R3_Field R4 Field R5 Field R6 Field R7_Field wpn array of variables based on another variable Info on Workspace Find who created the Repository LoadedWorkspaces 0 CreatedBy loaded Workspace Find if current user is Repository AccessControl lsMemberOf Admins MyGroup member of a set of Groups Info on Environment Get current windows login Environment UserName ddid Proteus Configurator v 2 1 User Guide ae Some help with built in examples from Example Picker There are some more examples to look at in the Example Picker that may give an indication for how to do various expressions Example Picker Math Pow 2 5 Adding quotes to each item in a list Useful in SOL INQ statements String Join a b c Split ToCharArrayQ 7 String manipulation Useful when extracting substrings abcdefgh Substring 1 3 Parsing items in a string E
67. ce and then take the settings in the screenshot below as an example to get started Control Description EntityID Give the Dialog a unique ID Caption The text showing as caption in popup dialog window Description For internal documentation Visibility Expression An expression that can control who should see this dialog If it evaluates to false it will not be seen by the user and default settings see below for more info will be used Refresh Layout button This is pressed after Control properties have been modified or the Control Type has been changed so that is reflects in Preview Commit Layout button This button must be pressed after layout has been modified in order for changes to be persisted remembered Dialog Controls grid See column descriptions below Columns in the Dialog Controls grid Entity ID The EntityID for the control Caption The caption text to show for control Control Type Which type of control to use Similar to list for DataLayout Visibility Expression An expression that controls the visibility of control If you want the dialog to be visible to a select Group you could as in the screenshot supply this expression Repository AccessControl IsMemberOf DIgDemoMember Default Value Expression An expression that controls the initial value of control If you wish to suggest the most recent snapshot you may create an Expression that makes a call to the database to get the ID for the most recent sn
68. ckground foreground color for a column in Proteus transfers with same colors to result in Safran Planner di dibd Proteus Configurator v 2 1 User Guide 93 Below is an example of export to Safran Planner E GridGantt DP Start Finish planned Earned Actua EarnedJo lan des 0 40 R1 Fielc n actoig E 100 actos i Act029 100 Act030 E Act019 Fusce eu turpis quis tortor pos 07 09 20 200 200 150 wn ActO25 Etiam nec augue non lorem bib 20 03 09 20 50 10 Act029 Praesent enim ante consectet 14 08 20 Act030 Curabitur sollicitudin porta ma 30 11 09 20 110 33 30 R2 Field XY Sum Planned 110 Sum Actual 5 Count 1 E R2_Field XX Sum Planned 990 Sum Actual 380 Count 11 i Act004 Duis vitae erat nec purus fauci s 08 09 20 25 25 30 A i Act004 100 Act008 Inatlaoreet arcu 20 14 09 20 100 2 10 c acos SR Act009 Duis porttitor euismod consect 5 13 09 20 120 6 5 i actos ActO10 Duis eu consequat lorem 0 26 09 20 35 o o i At D Act013 Nulla congue vulputate massa 90 08 09 20 50 45 30 c Act013 Beos Act014 Mauris non nisl neque 50 04 09 20 80 4 30 D l aton Sa Act018 Nunc porta quam sit amet mas 3 11 09 20 150 5 10 F acos B i i H Act001 Lorem 4zeg ipsuolor sit amet c 3 4 2 50 15 07 20 110 55 5 41 A R
69. ct 1 ddid Proteus Configurator v 2 1 User Guide on Chapter 19 Appendix C Syntaxes for assigning colors Colors can be typed as readable text such as blue but there are numerous Other ways to specify a color as well as a degree of transparency This appendix will list these different ways Let s start by looking at some examples of color notations used in Proteus Type Example Comments HTML hex color ff0000 Each byte 00 ff following the sign represents the R Red G Green B Blue value of the color ffO000 means All Red and no green or blue This type of color will be shown when you choose a color from this color picker 4 Proteus Color Editor Base Color M 255 0 0 k z Opacity Custom MEDEEA Blend Color dii E E Blend Factor E ETHE BETEN Ett TET OxFFCOFF Similar to above but with other prefix Visual Basic hex color amp HFFCOFF Similar to above but with other prefix Named colors Gray or For the full list of named colors open color picker in e g gray Gantt Bar editor in the Web Colors tab 4 Proteus Color Editor Base Color Gray z Opacity Web C Ivory Blend Color P OliveDrab ESS YellowGreen Blend Factor EE DarkOliveGreen CA GreenYellow 3 Chartreuse or e LawnGreen SS DarkSeaGreen E ForestGreen 238 LimeGreen Lightisreen PaleGreen 2 color transition red green 50 Format Color1 Color2 TransitionPercent Complementary color Results in cya
70. d cunChildActual AS Actual FROM Discipline WHERE 26899 8180319145 5 GLOBAL DISCIPLINEID 2005 1 ah ain Note how this SQL is reused later in 24209 836228723 23997 6 the calculated column next page Step2 Add a Graph control in DataLayout and press ellipsis button the three dots Annotation Context b Test A Sync with Current Row in Grid Graph Preview Click on item to edit or run Design Wizard Save Design Open Design Run Design Wizard Edit Properties of selected item amp Planned Earned Y Actual ico nET AccessibleDescription AccessibleName AccessibleRole Default Appearance AppearanceName Default BackColor BackImage Image BorderOptions Border Cursor Default FillStyle FillStyle IndicatorsPaletteName Default LookAndFeel UseDefault Skin DevExp Padding RectangleIndents PaletteBaseColorNumber 0 PaletteName Office ToolTipController none UseWaitCursor False Behavior AllowDrop False AutoBindingSettingsEnable True AutoLayoutSettingsEnable True mars 2010 mai 2010 CacheToMemory False april 2010 ContextMenuStrip none Snapshot Date CrosshairEnabled Default Then select the DataSource in the dropdown in upper left corner Press the Run Designer Wizard button to go through the steps of setting the multitude of properties that a Graph can have Step3 Create a Calculated Column e g GraphSource to hold the source d
71. d Field Alt Finish Spread Field Hide from User Interface Display Properties for Histogram Bar and Cumulated Line Color Transparency Show Shrink Format String Bar Red B 0 o no Color Transparency Show Line Type Width Format String Cum Line Red a 0 Line 1 no The form for defining properties for periodization time phasing If you want to hide a row periodic and cumulated from the user it is possible to check the Hide from User Interface box This may be of interest if a timephased row is used as an intermediate step in a calculation to give the final result to user see next page Note As s general rule no date that is marked as Non Working can receive any spread result There are however two exceptions to this rule 1 If the calendar in question has zero working days in the assigned spread time span then the quantity is soread equally on all of these non working days 2 For Pre Periodized sources sie Proteus Configurator v 2 1 User Guide ee Generating rows in histogram data from formula In some cases you may need to add calculated rows of data to the periodized result set This is possible by choosing the Calculated option in the radio button called Type You may then write the formula to use for producing the new row periodic and or cumulated of data based on the value in other rows The syntax for such a formula conforms to the rules for an Expression You reference an existing row
72. darList The DataSource contains a list of all the calendars to be used for Proteus periodization engine In case the Workspace has been defined as having Source Type Primavera then the non working days for the various calendars are defined in this DataSource as well as an encoded field More info on this is found in Appendix A CalendarRest Works in tandem with the above type of DataSource and is used in case the Source Type is Safran where a separate source is required to define the non working days for each calendar More info is found in Appendix A GanttLinks The DataSource is used to provide relational link information between objects in a DataSet More info on this is found here ProfileCurve The DataSource contains the definitions of Profile Curves The format of this DataSource depends on which Source Type is set More info on this is given in Appendix A2 Annotations The DataSource contains information used to render annotation information vertical lines stripes callouts in any of the following settings Histogram Gantt Chart Graph in DataLayout More info on this is given in Appendix A4 ColorMapping The DataSource is used to define colors in Split Bar Histogram for various split fields More info on this is given in Appendix A3 Undefined An indication that this DataSource does not fall into any of the above categories for whatever reason dibd Proteus Configurator v 2 1 User Guide 17 How to make an SQL stat
73. ded by Microsoft to add computed columns to a so called DataTable object The supported types of expressions are described in this document from Microsoft http msdn microsoft com en us library system data datacolumn expression VS 71 aspx As the name implies the dynamic column always recalculates its value when data changes in a row It has a very high performance so quite a number of calculated columns can be defined without any noticeable performance hit A calculated column can refer to another calculated column as seen in example above A feature that is extremely useful in the dynamic column is its ability to refer to child and parent data through an established hierarchical relationship see earlier chapter how they are defined in Proteus ddid Proteus Configurator v 2 1 User Guide 27 Some Examples e Parent FieldxX abc e Sum Child NumericFieldl 1 or if more than one child relation Sum Child RelationID NumericFieldl 1 In Proteus a relation between DataSet with index 0 and index 1 is named RELO 1 Sum Child RELO 1 NumericFieldl e Jif MyField gt 10 Big Small Please note that in calculated columns you need to wrap strings in single quotes whereas in Expressions you would need to use double quotes Note that there is a dropdown with an insert button the check symbol to ood Eee des right of dropdown arrow that allows inserting standard settings for different Se types of situations S
74. down so that higher index values represent lower level sets of data The names of these relations must be specified in aggregated calculated columns when there are more than one child DataSet e g Sum Child RELO_1 MyDS1Field and Avg Child RELO_2 MyDS2Field If you have only ONE child DataSet this would also work Sum Child MyDSField Ignore Orphans If a DataSet C is a child of another DataSet P then a row will automatically be added to DataSet P with UniquelD Orphan_C This row will not be added if Ignore Orphans is checked for DataSet C Important Note The above is true is the UniquelD field is of string type For other data types the following will occur GUID A new GUID key will be created to act as the Orphans Parent Its value will be 00O000000 0000 0000 0000 000000000000 Numeric Not supported You should check the Ignore Orphans in order to avoid error messages in log built during load of Workspace Parent DataSet Optional Used for hierarchical linking of DataSets and indicates which DataSet to use as parent for the current one Note that in this case you must specify which column to use to point to the values in the parent DataSet in the Parent ID setting under the Assigned Columns section Preferred Color Optional The color of Gantt bars when exporting to Safran Planner see Appendix for more info It is also shown in histogram s panel for setting visibility hide show of its periodized f
75. e The field names are arbitrary but the order of the fields is critical from left to right 1 Name ofthe split field 2 The split value 3 The split color see naming conventions for coloring Note The name of the split field see 1 above follows that if you have the same fieldname in two DataSets it will use the same color map This will in most cases be an advantage but if you want to avoid such situations you need to create unique names for the fields across your DataSets dibd Proteus Configurator v 2 1 User Guide 81 Chapter 17 Appendix A4 DataSource for Annotations As shown previously in this document Annotations can be used to inform users of important information in Histogram Gantt Chart ora Graph ina DataLayout If you have chosen a Dynamic type of Annotation then you need to supply a DataSource that gives the final definition of how they should be rendered This Appendix explains the format of such a DataSource Notice that the DataSource must be categorized as Annotations in order to be selectable as an Annotation DataSource DataSetSource UnionData PrePeriodic LookupList SOL to Clipboard CalendarList CalendarRest X GanttLinks Click this button to create a starting point for the DataSource SOL SE A quick way to get started is to click the button shown above and then paste the result as the starting point for the SQL in the DataSource editor Select Last Cutotft as Caption
76. e that may be mentioned in this context that provides a complete list of all DataSet fields including useful information on their details such as if it is calculated or not and its data type This list can be exported to Excel button in top right and can then act as a useful part of the technical documentation for the Proteus Workspace K fm pees Proteus Configurator v 2 1 User Guide 89 Chapter 22 Appendix E Working with a TreeList control The TreeList control allows data to be presented in a hierarchical tree format It can be defined as part of a DataLayout and offers the option of editing the hierarchical structure of its nodes In some situations it may be necessary to have rules that control what is allowed when dragging and dropping nodes in the tree When adding a TreeList in a DataLayout the wizard brings up a form for setting properties for it Proteus Custom Editor Wizard x TreeList Properties Set the properties you want for your TreeList control Key Field PrimKey Parent Field ParentRef ImagelIndex Field IconIndex Return Field Header Text Expand Level 5 Show Edit Buttons for Administrator Expand Buttons 5 Allow Drag amp Drop for Administrator Allow Drag Expr true Allow Drop Expres Ue mmm X Setting up a TreeList Property Description Key Field The field with unique values for each node Parent Field The field referring to a Key Field value parent
77. e w DateTime Today Today s month s first date Calendar GetFirstCurrentDate m DateTime Today Fixed date Jan 30 2013 2013 01 30 Lookup date from table in database cn MyConnection ExecuteScalar Select MyDate From MyTable Where MyValue 99 g Get date from custom dialog dlg MyDialogID MyDateControlID hoarn Source Type Allows specifying which type of planning tool to get calendar data from Currently supported formats are Safran and Primavera P6 Calendar List Rest Specify which pre defined DataSources to use as calendar definitions List with name of calendar and workhours per day and Rest not relevant for Primavera Calendar Type since this is part of the List definition controls which days are considered non working days If these are given the settings for Proteus Default Calendar see 17 and 18 above will not be used unless there is a reference to a calendar that is not loaded The expected format for these DataSources can be seen in Appendix Note The calendars are inherited down from parent to child DataSets Profiling Method Any of these Linear Default Bezier Step More here Color Mapping Specify which pre defined DataSource to use for split histogram coloring schemes More here Setting up Default Report Header Footer and Print Setup Header and Footer x By clicking one of these two buttons 2 pages back DO Ejo Fone Arial 16pt these 2 dialog forms wi
78. e DataSources where one is used to specify calendar UnionData names and workhours per day and the other to specify non working days It is es important to set the Used in Context type for each of these to CalendarList and ran CalendarRest respectively CalendarRest GanttLinks Undefined Some sample data Calendar List defining list of calendars and their Calendar Rest defining non working days for working hours per day each calendar i E wpn description hours wpn rest_from rest_until day_of_ week 2 01 01 2009 01 01 2011 1 Engineering fp 2 01 01 2009 01 01 2011 2 Fabrication Stavanger 2 24 12 2010 02 01 2011 3 Fabrication Egersund 4 Offshore 1 5 Offshore Some details The fieldnames for each of the DataSources are as shown above and their field types are as follows wpn Integer description Text hours float rest_from rest_until DateTime day_of_week Integer The column day_of_week controls which weekday to block from work in the range specified by rest_from and rest_until The number 1 represents Monday 2 Tuesday etc and 8 implies All Days in week dibad Proteus Configurator v 2 1 User Guide 77 Setting up calendars for Primavera P6 You need to set up one DataSources and not two as for Safran having its Used in Context type set to CalendarList Below is an example using SQL Note that Selected_Projects refers to result of an Expression
79. ed in text by typing lt CR gt 3 Give access to Workspace ST In the Admin Rights section under the Access tab you can control which Group s Access Groups should have Read Only and which should have i E a Read Write access I Read Write Administrators x 7 Select All Read Only implies that the Workspace can be Administrators Users opened in Proteus but not modified in Configurator this ability is given to the Group s assigned to Read Write see Proteus Configurator v 2 1 User Guide Optional Advanced Steps General 4 Termination Msg The text to show when workspace is closing if any 5 Project Folder An expression if any that controls which folder to use for user settings The evaluated result must match an existing folder name created manually In this way various sets of user settings can exist for different user groups projects See Appendix for more info 6 Help Info Content The link to html file showing help content for Workspace Prefix with url in this case or doc if you wish to refer to an existing document doc or docx file More 7 Force Skin The name if any of skin to use for this Workspace General Options 8 Use Grid s own Filter If checked the grid s showing the loaded data will have an extra row at top acting as filter criteria entry It this is not checked a separate filter control above the grid will co
80. ed that one type of periodized fields can be Used tn Context PrePeriodic PrePeriodic i e it is given by a DataSource SQL that returns pre DataSetSource periodized data that bypasses Proteus periodization engine and shows ale up directly in histogram Such DataSources have been marked as LookupList PrePeriodic see dropdown for DataSource at right CalendarRest GanttLinks Any such DataSources can here be tied to an internal Entity ID a ActHistory in the example below and then made available to the Periodized Fields form General Gantt Bars Gantt Markers Calculated Columns Periodized Fields Inherit Fields Completion Matrices Shadow Data Alert Settings Excel Export Group Summary Union Data Column Values Pre Periodized Data PrePeriodized DataSource Properties Entity ID DataSource ID gt iiey icc The format of a pre periodized SQL must return these fields where fieldnames may be arbitrary as long as the internal order is maintained ID Field matching values found in DataSet s UniquelD field Date Field containing the date to add periodic result to Value Field1 containing the quantity to add to histogram at the above date Value Field2 if any Any number of Value Fields here Value FieldN if any 1 2 3 4 5 6 dibad Proteus Configurator v 2 1 User Guide 35 Completion Matrices There is a reporting format that can be extremely useful in situations where one
81. eeeceesaeeeeesaeseeeesaeaeeeesaeesceeeeeaeeeessuasecessuaeeceesuagecessugaesetsages 12 Detining the CULOTE RUNG cinerios aAA AS EE N EA EENE E EEA EAAS ER 13 Advanced vValue WIS nucii en a EE EN E E E 13 Chapter 5 Setting up DataConnections ccceccecscsceccccscsceccccscsceccccscnceccececscscess A 14 Chapter 6 Creating DataSources sesessesessecessecessececssoecesoesesoecescecesoeceseecesseoesesoecssoese 15 BY 6 fers ie E 0 e EE EE EE E EE E EE EE EET E E eee A T 15 Jpn l Adana eD e 16 HOW to make an SOL StateMenVOVNGIMIC senicaicsnccescsncedocinvccaduendecishinvearessondatasdveendcnnestsaseadsenanovaasennenare 18 Chapter 7 Setting up DataSet s and their internal relationships ccscsscsccssescecceees 19 EE E e ee ee ne E E N E eo ee eee eee nee ee ee eo ee eee 20 ypical SUC0S ssctudcssacassavancontasvcerwodssasdenasenssndassnadeaonwessvbineiad uaiawnasoednesdsedowwrasyeiwebtdponsands rouseascptnbusdavbasensdntanssssvbaseastnneneasaweanwds 20 PAY AINE OG SS UE SS E E EAE E E I AE EE E A as onan PNE ou acid pa basaa nape S A A 21 Using a DataSet as Task Link definitions for another parent DataSet cc ceessccccecceesseeccceeeeeeeeeecceeeeeeeeeeceeessaageeeees 23 CAE Ba iceeerea nee toes teas doce eae secu ss neato nay vou esiustiex EE ous sacuv ure vorisiesuevunuaet arses eevouecosstbed deve dece 24 eR I CS eect E E aesacesteteneatseaieess 25 Some examples of using Gantt IWaNKGts sciccccesscasacccess
82. eldx 1 2 Iif Fieldx 2 3 Iif Fieldx 3 7 FieldxX 7 But in our case this was not an option since we wanted to control the mapping from a database table MyMap Here are the steps to achieve our goal 1 Create a DataSource called DS_MapTable with SQL Select From t_MyMap 2 Create an Expression called MyDynamiclif and give it the following content General GetDynamicIifExpressionFromDataTable ds DS MapTable Get DataTable true FieldX FieldX MapFrom MapTo The result when pressing Test button would in fact be identical to our manual one above IIF FieldX 1 2 IIF FieldX 2 3 IIF FieldX 3 7 FieldX dibd Proteus Configurator v 2 1 User Guide 28 3 Set the formula in the calculated column to MyDynamiclif Static Calculated Columns Although extremely useful and well functioning one curious weak spot with the Microsoft technology behind dynamic column expressions is that it cannot calculate the difference in days between two date fields nor add N days to a given date field value This was one of the reasons for expanding the possibilities into what we call Static calculated columns that are only calculated once at load time and hence the name Static They generally take longer time to evaluate than dynamic ones so should be used only when necessary such as in the case with date column calculations See next section for more info and examples The static c
83. ement dynamic It is sometimes useful to let the user select which data to load especially if the number of rows in source is in the hundreds of thousands It is possible to embed expression placeholders names in curly brackets in the SQL that are evaluated at runtime when Proteus loads its data If such an Expression refers to a Dialog it will be brought up so that the user can enter whatever value s it asks for Example of a dynamic SQL that brings up a custom dialog Select from MyTable Where MyCategoryField SelectedCategoryValue The expression defined under the Expression section SelectedCategoryValue could then look something like this dlg MyCategoryDialog MyCategoryDropdown Another more sophisticated example A somewhat more elaborate but realistic example would perhaps involve more than one field in the Where Clause of the SQL and perhaps you wish to have a dialog like this to control how your SQL is built 3 Dialog showing typical example Enter Start Date 2 20 Use Start Date Filter Choose from list of Categories You have to create an expression called e g TypicalWhereClause with this expression definition General Ilif MyDate gt lt TOocrang yy yyaadc 7 AND MyCategory IN QiQUIi7SHCSUBREMpISHMVCEESGORY Replace ye H WIW ai di When the TypicalWhereClause expression is tested it brings up the dialog and for the gi
84. ent markers USER and PASSWORD that will be replaced with the Login Credentials settings at bottom of form In this way the password will not be directly readable and it is saved encrypted for further security dibd Proteus Configurator v 2 1 User Guide 14 Chapter 6 Creating DataSources A DataSource is the specific selection of data froma DataConnection represented by a query SQL statement The resulting data is used by Proteus ina so called DataSet where additional calculated columns may be added to the ones given by query DataSource Properties DataSource ID DSActivity DataConnection ID DCActivity Used In Context DataSetSource lt SQL EEN Se E E e E aa A aO a Ti Reset Dialog Run SAL SELECT FROM T TestData_ Demo Levi X The form for entering DataSources Typical Steps Step 1 Give the DataSource an ID top left Step 2 Select which DataConnection to use from dropdown top middle Step 3 Type the SQL statement for getting the data you want Step 4 Press Run SQL button to see result of query Proteus Demo a Data Sources x Q DataSource Properties Used In Context DataSetSource X DataSource ID DSActivity DataConnection ID DCActivity di Persisted Data Data Update Options Executed Statement SELECT FROMT_TestData_Demo Levi X Export to Excel Drag a column header
85. es cccsscscscsececsceseccecscscecs 79 Chapter 16 Appendix A3 DataSource for Custom ColorMapping cscsccscssessecscscees 81 Chapter 17 Appendix A4 DataSource for Annotations csccscscsccscscsccccecscececcccscecees 82 Chapter 18 Appendix B How to modify source data from Proteus ccsccccscsceccccscscees 83 Chapter 19 Appendix C Syntaxes for assigning COIOMS ccsccccscscsccscsceccccccsceccccecscecees 85 Chapter 20 Appendix C2 Syntax for controlling Style in Grid Cells cccscsecsceeeecees 87 Chapter 21 Appendix D Internally generated fields cccscsccscecsecscscsccccscsceccccecscscecs 88 Chapter 22 Appendix E Working with a TreeList control cceccesecscsccccecscsccccccscecees 90 DECEIT SSIS reremen n EE EEE 90 Using a TreeList in a Custom Dialog ssoseeuseseeesrrnsssreresrrressreresrrrrssrrresererssreresereessreresererssreresereesseere 90 Set rules for drag amp drop of nodes in Treelist oosseesseneeseeneserressreresrrressrrresrrressreresrreresreresererseeeee 91 Chapter 23 Appendix F Markup syntax to format text csccccscecccscscsccccecsceccccecscecees 92 Chapter 24 Appendix G Exporting data to Safran Planner sessssesessesessecessecesssoecsecese 93 Chapter 25 Appendix H Working with Project Folders sessesesessesesoecessecesseoesesoecssoese 95 Chapter 26 Appendix I Working with the Overlay
86. f ae a So a eee 7 40975 PLAT 1 06 PLAT TOG R aso E ss Here is another typical example where the color of each polygon is controlled by the progress how many percent of the checkboxes have been ticked off in the checklist Proteus 2 0 32_Guideline HEB 32 Guidelines w 17 Summarize into WBS Define the authorized work elements for the program A work breakdown structure WBS tailored for effective internal w management control is commonly used in this process 38 Summarize into 08S 19 Record Indirect Costs A WBS is a direct representation of the work scope in the project documenting the hierarchy and description of the tasks to be performed and their relationship to the product deliverables The WBS breaks down all authorized work scope into T appropriate elements for planning budgeting scheduling cost accounting work authorization measuring progress and management control The WBS must be extended to the level necessary for management action and control based on the 22 Periodic CA Sums The Work Breakdown Structure WBS is used as the basic building block for the planning of all authorized work The WBS is g a product oriented division of project tasks depicting the breakdown of ork scope for work authorization tracking and 8 Set Time Phased Budgets reporting purposes that facilitates traceability and provides a control framework for management It should ensure that the l mi S
87. f link types In Safran for example the constraints table s field ntypec has these settings 1 StartToStart 2 StartToFinish 3 FinishToStart 4 FinishToFinish dibd Proteus Configurator v 2 1 User Guide 23 Gantt Bars Bar Properties customizable per row Width FillMode Color Color GradientMode Border Color Border Width Shadow Color Shadow Size 70 Gradient BarColor _BarAlpha yellow LeftToRight blue 80 Hi Text Tooltip Properties Text Left of Bar Column_UniquelD Text Right of Bar Tooltip 9 ToolTip_an E The form where Gantt Bar properties can be controlled Regular Bar Progress Bar and Task Links GanttBar Preview E Label Properties common for entire series BorderWidth FillMode Text Color Color Color GradientMode Border Color Font Name Font Size Font Style Empty blue 80 Arial Regular Bar Progress Bar gt Task Links alleles As mentioned earlier in this document and as seen in example above it is possible to supply values wrapped in curly brackets signifying a field value instead of a fixed value This technique offers added flexibility when implementing functionality to a Proteus Workspace Attributes in your data may easily be converted into something sensory In the specific example above 2 separate calculated columns _BarColor and _BarAlpha are used to contro
88. figurator v 2 1 User Guide 90 Set rules for drag amp drop of nodes in TreeList Allow Drag Expr and Allow Drop Expr Expressions control if node can be dragged from or dropped upon respectively These Markers are available in the expression Marker Description DropNode Node Object representing the node being dropped upon InsertDirection String Before After None DragNodePath String A separated list of node names of drag node path DropNodePath String A separated list of node names of dragged node path DragNodeChildList String A separated list of field values of last defined field Note that since the DragNode and DropNode represent objects they will have properties that you can access Some useful ones are Property Description Level A zero based value indicating tree hierarchy level GetValue N The value in tree column N Note that N does NOT indicate the visual order but the order in which it is defined ParentNode The Node Object representing the parent node of the current one You may refer to a grandparent node of the dragged node like this DragNode ParentNode ParentNode A few examples to show some possibilities Example description Expression Only allow drop on same hierarchical DropNode Level DragNode Level amp amp level InsertDirection None Only allow dragging items that do not DragNode GetValue 2 Completed have Completed in
89. first sheet contains Report Title plus the list of disciplines and descriptions A B C D E F G H J K g oe My Report Name 1 2 3 4 KA Eng Management amp Administration 5 KB Procurement 6 KC Architectural amp Building 7 KD Drilling 8 KE Electrical 9 KF Reservoir 10 KG Geoscience 11 KH HVAC 12 KJ Instrumentation 13 KL Piping 14 KM Material Technology 15 KN Structural 16 KO Operation amp Maintenance 17 KP Process 18 KQ Civil Engineering 19 KR Mechanical 20 KS Health Safety and Environmental HSE 21 KT Telecommunication 22 KU Subsea 23 KV Marine Engineering 24 KW Weight and Quantity Control 25 KY Pipelines 26 KZ Multidiscipline 27 2 2 Hea bbl Sheeth KAU KB KC KD E KH OE ddid Proteus Configurator v 2 1 User Guide The next N sheets sells AEIJE one for each discipline 01 05 2010 Sheets are dynamically generated and a custom macro creates charts for each one Example of generating an Export template It is possible to create shapes in an Excel or PowerPoint document by adding CREATESHAPE in front of the bookmark name Similarly you can set the properties of an existing shape in a template by adding SHAPE instead The Style Code will in both cases control the properties of the shape Below is a screenshot where shapes are generated in a blank PowerPoint presentation and will be used as a Noise Map where each
90. for DataSet Fields Editor Control Manbing for oma ethane a Fone a covet Tipe can ToT xen Ctl mating Activities a Grid T e E DataSet Fields aa antl 1 Discipline Effectivity CrculrGawge iG E Discipline Productivity Crouer Gy B 1 Discipline _Statelndikator StateGaue DA Z T Despine crsphsore eh DD D5 capka AA M EEEF E T lan T a E igen DE p E i al See rows below for descriptions of each of the columns in grid Columns in grid for customizing controls in a DataLayout DataSet Name Select which DataSet the control is intended for Field Name Select which field in the above DataSet to bind to the control EntityID This needs to be set ONLY if the control is used in unbound mode having a fieldname in angular brackets More info here Eval OnChange This can be set to the expression to be evaluated when the control s value changes Useful if you want e g a slider control s value to be reflected in a textbox as it is being dragged Control Type Select which control type to use see list above this table The ellipsis may bring up a wizard for building setting properties for the various controls Not all control types will allow opening this wizard e g Grid it has its own runtime options for setting properties that will be stored along with the layout data dibd Proteus Configurator v 2 1 User Guide 593 Control Caption Optional Allows setting control caption from expression possibly w
91. gt 100 100 Convert ChangeType Value Convert GetTypeCode 0 D The above example is taken from a Workspace called Safran Profile Editor in the repository Proteus Demo Repository available on request from Promineo promineo Proteus Configurator v 2 1 User Guide 58 Some useful hints on defining Gauge properties There is quite an extensive set of properties to set for a gauge and below are some hopefully useful hints for getting started 2 Discipline _ Productivity Open Control Builder Wizard E fi ze EEE Locations Select the CircularGauge control from list press the cell right of it first and then the In a DataLayout choose which KPI field you wish to see in a gauge this will normally be a calculated field Select which type of gauge you wish to use see the 3 topmost items in list at right EES and press the ellipsis button You will then see a preview of what the gauge looks like and can set various properties relating to Scale Needle and Background in the right hand property grid Browser One of the most typical tasks is to set the colored interval ranges for the circular or linear gauges The property called Ranges has an ellipsis button that opens up a panel for adding new ranges StateGauge Graph Proteus Gauge Editor f Circular f Linear State Edit Properties of selected item Ttem to Edit Labels lt Labels gt ie
92. h dates The choices are LimitToStartBounds LimitToFinishBounds LimitToStartAndFinishBounds and NoBounds Restriction Sign Controls if a Stop Sign icon is show when a restriction has been violated Choices are Nosign and Stopsign Drag Tooltip The formatting to use when a Gantt bar is dragged in the Gantt chart This is Format String given a default value that in most cases works fine lt size 14 gt Job lt collor blue gt Column UnigquelD lt color gt lt size gt DAScrijseLom Coluuit Deseo oes O New Inamcie 2 Collunin Sieasec ee VCo luna lt ninalisio ick Moved Column MovedDays days lt b gt Oicalgalinells Co luiiea Ciel cul Siete cl y PCO rumia r a Ennen As seen from format above it is possible to refer to old and new values with the following field references Column_MovedDays The number of days moved Column_ Start The new start date Column_Finish The new finish date Column_Original_Start the original start at load Column_Original_Finish the original finish date References to assigned columns for a DataSet As shown in DataSet s General Properties it is possible to assign which column to use as the UniquelD Progress Start Finish and Description etc In order to allow better default settings for some input controls such as Gantt Tooltips etc it is convenient to refer to these fields using a generic reference instead of a specific fieldname C
93. he cost of exposing the workspace configurations Please note that there is an exception to this practical solution in the case Log Usage is activated in which case all users must have write access to root folder In the folder screenshot above you see two files that have special significance for access rights within Proteus and Configurator Security proteussecurity and WorkspaceRights workspacerights You may consider using NTFS security for the files to stop unauthorized changes to their content dibd Proteus Configurator v 2 1 User Guide 100 Subfolders in a Repository As mentioned above some subfolders are created automatically and some optional ones can be created manually Here is a list of the auto generated as well as the optional subfolders Subfolders DataSources Auto generated to hold DataSource files Dialogs Auto generated to hold Custom Dialog files Workspaces Auto generated to hold Workspace settings Will automatically get one subfolder for each created Workspace GUllmages Manually created to hold images to use in custom Dialogs and DataLayouts PictureEdit control type IconiImages Manually created to hold images for use in these settings 1 DataLayout s TreeList control icon images in tree 2 Captionlmage for DataLayout controls 3 Custom Grid Column Editor control of type ImageDropdown There is an important naming convention for the image filenames that controls how an icon index gi
94. here to group by that column 17 03 2009 22 04 2009 21 04 2009 22 05 2009 10 05 2009 14 05 2009 26 05 2009 3 texti Tex 3 5GE028 3 5GE038717 1 5GE038717 2 5GE038717 The Result of the SQL is shown in separate tab promineo Proteus Configurator v 2 1 User Guide Step 5 Goto Persisted Data press the Update from SQL button Proteus Demo a Data Sources x DataSource Properties Entity DataSource ID DSActivity DataConnection ID DCActivity Used In Context DataSetSource gt gt DSActivity oO n parara EEA PersistedData EET _ DSCalendarRest Lock Data No Of Rows to Persist _ OSForeman an des planned Actual esa ef progr wpn R1_Field R2 Fi DSHSEFixedSign gl DSHSESeverity DSJob La _DSQSSNormSet gt TXU1U189 09 03 2009 T psossPipeData _TXU1U191__Transporta 51 03 04 2009 06 04 2009 100 3 5GE02E T DS_Activities HAU_MSaccess TXU1U198 Transporta 49 23 31 05 2009 10 06 2009 20 3 5GE02E T DS _Activities_OSL_MSAccess __ TXUIU199 Transport a 49 23 24 05 2009 01 06 2009 40 3 5GE02E T IDS Commissioning TXV1V103 Transporta 668 11 06 2009 20 06 2009 35 3 5GE02E T DS_ Disciplines MSAccess TXV1V104 Transporta 240 15 06 2009 24 06 2009 0 3 5GE02E T DS_GraphSample DS_Locations_MSAccess m Edit Filter E H t 4 Record 1of 10 gt m m
95. hoose from in dropdown Properties for Graph Annotations EnttyID ProteusResHistory Context Graphs Type O Static Dynamic DataSource for dynamic content j SOL to Clipboard P DataSource DS BaselineAnnotations You can then match this value in the Annotation Context textbox found in the editor for the Graph Control in a DataLayout Proteus Graph Editor Sync with Current Row in Sample DataSource DS_ResourceHistory F oe Context Graphs Graph Preview Click on item to edit or run Design Wizard The Graph Annotations Strips Vertical Lines Callouts that match this context will be shown in Graph Then the result may look like this the vertical lines with gray and red texts plus the red callout Units B Target Oty BL Target Oty E B Earned Oty Actual Qty Ny baseline 07 0S 2011 00 00 00 14 08 2011 00 00 00 21 08 2011 00 00 00 20 06 2011 00 00 00 04 09 2011 00 00 00 Result showing 5 vertical lines one is red and the others gray and a red callout with white text dibd Proteus Configurator v 2 1 User Guide 76 Chapter 14 Appendix A DataSource formats for Calendars If you need to specify a set of calendars to be used when time phasing data in Proteus this appendix describes how to accomplish this Proteus currently supports calendar formats for Safran Project Safran Planner and Primavera P6 Setting up calendars for Safran Project ee You need to set up two separat
96. hot below shows how changed values appear in orange and where a bold value indicates increased value while italic indicate decrease The tooltip will show the stored reference value Start Finish Mhrs ExpHrs foremar W5 i SO T 27 05 2009 05 06 2009 25 af 24 SVTH SO T 27 05 2009 05 06 2009 30 T 28 05 2009 OF 06 2009 Tooltip for column Yo 50 7 27 05 2009 05 06 2009 ee eee Tanti Dy 200 sual 15 20 da A Snapshot shadow can highlight changes relative the snapshot This is very easily accomplished by filling in the following items Gantt Bars Gantt Markers Calculated Columns Periodized Fields Inherit Fields Completion Matrices Custom Exports Group Summaries Union Data Column Values Pre Periodized Data Shadow Data Properties Shadow Data Entity ID Shadow Type DataConnection ID gt JobReference JobReference Snapshot DCSnapshot k Userdata Select Where Properties required when Shadow Type Snapshot FieldName Prefix TableName Select AUTO SnapshotID lt Use most recent gt Fieldlist Select Start Finish Mhrs ExpHrs Progress Fieldlist Snapshot Compare Start Finish Mhrs ExpHrs Progress The form for defining a Snapshot Shadow Note How a snapshot is set up is described in more detail in chapter on Action Buttons dibd Proteus Configurator v 2 1 User Guide 41 Some explanations for the various controls on
97. iF acl F ni 4 MajorTickCou 16 ackgrount MajorTickmart lt IMajorTick MaxValue 3 MinorTickCour 1 5 MinorTickmark lt IMinorTick MinValue 0 i a 0 0 Actual Earned Prod 0 00 Radius Radius i RescalingBest False RescalingThre 0 05 RescalingThre 0 05 4 Shader lt ShaderObject ls b Run Design Wizard d The editor form that is seen when is pressed Note the Run Design Wizard button more on next page It is possible to set virtually all the properties for the gauge in the right property grid but a more convenient way is to press the Run Design Wizard and be guided though various options More on this on next page dibd Proteus Configurator v 2 1 User Guide 59 The Gauge Design Wizard Circular Gauge Element Designer Main Circular Gauge Elements Scales Background Layers p Needles P RangeBars Markers Spindle Caps O Effect Layers 2 State Indicators abe Labels Bindings V Show Navigator The various categories of properties to define for a gauge is shown in list a left and each will bring up a new form see below Example Setting Scales Main F Selected Element scale1 f Remove 2 2 S Circular Gauge pea al Clone 4 Elements AutoRescaling False a Cf Scales RescalingBestValue False Background Layers Rescaingtiweshar 0 05 Np Need RescalingThresholc 0 05 eedles E Geometry 4
98. iceiet Cece telicCiet Sime Clete MainDataSet Periodizer GetScopeLeftoOfCutoff Gen Gell MO IDob elke ear e CC Sic Giomene aul IVSINULIL a cl 12 Generel IsNull Cuiew cl 1 SimefoslnomDace rom late start date rem latc end levies MainDataSet Periodizer GetScopeLeftOfCutoff Gen eral TODOUDI target Cpe Conor e U EE e a a Jk General e w eer l 1 oaa enO Dace C GE Ea E LA a e Sine Cclaiice MainDataSet Periodizer GetScopeLeftOfCutoff Gen Seal Eue Deol e a j E 7 General Weim r raren eno o y benera en enrey acs 1h ona e not Date ein lere torar t oare les lees ea ea MainDataset Tables Noise LookupValue Revisio nNo DESC WEACRef PrimKey 1 Repository LoadedWorkspaces 0 DataSets 0 Excel ExportiItems 7 CreateReport WEACTree GridView Calendar GetFirstCurrentDate w DateTime Today AddDays 1 Environment GetEnvironmentVariable TMP DoT ap Ree dibd Proteus Configurator v 2 1 User Guide 66 Chapter 10 Defining custom Dialogs Custom Dialogs in conjunction with Expressions add an endless range of possibilities to make interactions with users more dynamic and flexible A gt Dialogs A Custom Dialog is functionally very similar to a DataLayout control in Proteus only it does not support all the controls such as Gauges and Graph and is shown in a popup dialog form instead of in a dockable tab Let s first list all the controls in user interfa
99. id SetDataSource Object pDataSource AccessibleRole Default GridView GetGridView void SetcridRowValues String pSetFieldNameList Object pSetValueArray Boolean pi 300lean RestoreGridViewLayout String pCompressedLayoutXML Object pDataTable i Appearance Appearance sting GetGridViewLayout Boolean pCompressLayout void CreateGroupSummaryltems void ResetBackColor BackgroundImage none void ResetForeColor i Boolean ValidateChildren Backgroundimage Tile Boolean ValidateChildren ValidationConstraints validationConstraints BorderStyle None void PerformAutoScale Boolean Validate Cursor Default Boolean Validate Boolean checkAutoValidate BackColor Transparent In Proteus we can launch the Expression Tester to get more info on various objects dibd Proteus Configurator v 2 1 User Guide 61 On previous page the highlighted text shows the name of the method and the parameters it requires void SetGridRowValues String pSetFieldNameList Object pSetValueArray Boolean pCreateNewRow We will not dwell too much on the specific details of this method here but simply accept that it exists and that it can be supplied with a string of fieldnames an array of values in curly brackets anda boolean binary value indicating if we should create a new row or not Once this is established we need to have a button that when pressed will evaluate the above expression As seen in Configurator screenshot above on the second of the three r
100. ide ee Overlay Allows having editable shapes overlaying a bitmap More info here RichTextEdit RichText Edit control TextProcessor A full scale Text Processor resembling Microsoft Word Here is the list of controls in the user interface see screenshot of form on next page Control Description EntityID The unique ID for this DataLayout Caption The caption on the tab shown in Proteus Description Used for internal documentation DataSets The list of DataSets to generate default controls for Default Control The default type of control to use TextBox or MemoEdit Include Fields Control which types of fields to automatically create controls for It is recommended to set this to none for performance reasons so that the only controls that are created are the ones explicitly specified in Editor Control Mappings for DataSet Fields grid see few rows down Ignore Relations Optional Allows for breaking up hierarchical binding s between DataSets so that they may act independently of another Allow Layout Edit Controls which Groups can edit the layout right click for Show for Controls which Groups can see this DataLayout tab Report Path Optional The reports found at this path will appear in a dropdown at runtime in the DataLayout s top right corner Note You are recommended to avoid this setting and instead use the regular Report Wizard in Proteus to create launch reports Editor Control Mapping
101. ield Note When using the CREATESHAPE syntax in bookmark it is often desired to have the shapes arranged in some way This can be achieved by the special syntax AUTOARRANGE Width Height NoPerRow Margin The resulting PowerPoint document is shown below Each shape must then be manually sized and modified to match the geometry of the area on the rig the plot plan Sli des 2SSe55 Sea Qutline al When this process is done it must be saved as a pptx or ppt file and can then be used as a Template for setting shape properties In such a way the shape colors can be updated from Proteus by the click of a button at any time according to the current noise measurements How this is set up in Configurator is shown in next section These steps may be useful when generating a multi slide template 1 2 Hi promineo Ensure that each object has a correct slide name the text used in front of in bookmark Create background bitmaps for each of the slides and place them in the subfolder GUllmages For each object define the name of the associated bitmap without path Let s assume we use a field for this purpose called OverlayBitmap Use the AutoArrange setting in Shape Properties to produce shapes for each slide Create a DataLayout with an OverLay Control where the OverlayBitmap field is used to select image Edit the Shapes in Overlay Control and
102. ields Initial Filter Optional The filter to use for this DataSet when Workspace is opened This could refer to the result of an Expression using the MyExpression syntax Note that a filter for one DataSet will have a cascade effect reducing the number of visible rows for related child DataSet s Histogram Auto Scaling Truncate The percentages of scope typically hours on left and right edges to be Left Right truncated when automatically setting time range for histogram This timerange will be used when a histogram has this setting in Proteus dibad Proteus Configurator v 2 1 User Guide 21 Date range AutoZoom i GridGantt Options Editing Settings Hide Tab Controls if the tab for this DataSet is visible or not Typically this is the case when you are using a DataSet as visual link information arrows showing relations between objects and do not want to see the actual raw data in a grid Allow Edit Grid Controls which Groups can Edit content of Gantt s grid for those columns that are marked as Updateable Allow Insert Controls which Groups can add new rows when a grid for this DataSet is used in a DataLayout Allow Delete Same as above but controls the deletion of rows Allow Edit Bars Controls which Groups can manipulate the Gantt s bars using drag and drop Restriction Type The type of date bounds that an item in Gantt Chart should have for this DataSet relative its parent item s start finis
103. ile Editor for Safrans ccccccssseccccesseceeceeseccecaeeeceeseeeceeseuaeeeesseaeees 57 Some useful hints on defining Gauge PFOPEItieS ccccccesseccceeesececeesececeesecceeeeseceseeecessugeceesenaeeetas 59 Working with unbound controls in a DataLayOut cccccceseccccessececeesececeeeeceeeeeseceseeseceseuecessenaeeetas 61 Chapter 9 Defining EXpPressioOn ccscsccccccscsccccccscsccccccscsccccccscsceccccscsceccccecsceseccecscesess 63 Some help with built in examples from Example PICKeLl ccsssccccessececeesecceceseceeeeeceseeeceeseeseeeeas 65 Some examples of non trivial EXD FESSIONS sescciccceSscs screickavecteasisnnteancsesecunsiatgarsc eiesascceebacscsecaccasiosouceevededens 66 Chapter 10 Defining custom DialOgs ccsceccccscsccccccscsceccccscsceccecscscececcecscescececscscess 67 Chapter 11 Setting Up Action BUtTONG ccsceccccscsccccccscsceccccecsceccecscsceccccecscescececscesess 69 Chapter 12 Creating Help information for a workspace cccccscecsccscsceccccecsceccccecscecees 71 Chapter 13 Adding visual information Using Annotations cscscsscscsecscsccsceccsceecncees 73 How to get annotations in a DataLayout Graph cccccccesscccccsseccccessececeesececceueceeeeesecessuecesseneceesenes 76 Chapter 14 Appendix A DataSource formats for Calendars cscsccscsssssscscsceccecscscees 77 Chapter 15 Appendix A2 DataSource formats for Profil
104. imeNow date Typical use is for earned hours they cannot be earned ahead of today s date TimeNowToFinish Spread from TimeNow date to Finish Typical use is for remaining hours they should by definition start from today and spread forward in time Periodic The spread is made externally and Proteus periodization engine is bypassed See next chapter on Pre Periodized Data for more info TimeNow the date defined at Workspace level to be Today s date More info here It is possible to specify which fields to use as Start and Finish for spreading but if omitted the Start and Finish fields assigned to the DataSet are used link here It is possible to control several visual attributes for each periodized field Which color it should have what transparency it should have if it should be shown initially and what width shrinkage percentage it should have so that a bar can be shown inside another bar Most of these options can be controlled for the cumulated line as well Shadow Data Alert Settings Custom Exports Group Summaries Column Values PrePeriodized Data General Gantt Bars Gantt Markers Calculated Columns Periodized Fields Inherit Fields Completion Matrices Spread Properties EnttyID Caption gt Planned Planned Plan EarnedAct 7 Type Spread Field Calculated ActualAct Histe Spread Type Spread Field HistB StartToFinish planned k Alt Start Sprea
105. ing Items for this Completion Matrix Compare Field Operator Value Value FColor BColor BColor2 yellow yellow Green Red Green progr Green Red Green progr Example of a setting up a Continuous Coloring Scheme in Configurator More info on coloring syntax the color interpolation syntax used above is found here The result looks like this Activity Progress Overview No Banding Progress Gradient Green 100 Red 0 z 09 35 09 36 29 37 09 38 09 39 0941 09 742 09 43 E aoni actos aonar aoai aama acme nams aans asoro Actos Acto26 Actota Actogo Acto23 Actoot E RES Eo EA CECU EA Actos Example of the same Continuous Coloring Scheme seen when running Proteus ddid Proteus Configurator v 2 1 User Guide 39 Group Summaries It is often useful to show aggregated data for each grouped summary row He Activity Description Start ry Finish Planned Actual Jobs 6 Dis NE Activities 37 Sum Planned 27 214 Sum Earned 21 145 Sum Actual 13 356 gt Dis NI Activities 5 Sum Planned 10 366 Sum Earned 7 204 Sum Actual 5 468 ii NIUTIT1401 L105 Utility Substation Pulling fibre gt 24 01 2009 26 06 2009 T2 4914 2485 E NIUTILIA01 L105 Utility Substation Pulling multic 12 02 2009 22 06 2009 T2 451 1578 NIULILI10 L113 Installation instrumentation eg 25 03 2009 23 06 2009 a2 454 286 E NIUR
106. ing codes We have extended the possibilities shown in the links above with the following codes Week Returns the year and week in this format 13 51 2 digits for year and week lL Returns a one digit quarter number Returns a two digit week number starting with 01 and ending with 52 or 53 Returns the day name s first letter in lower case Returns the day name s first letter in UPPER case Returns the month name s first letter in lower case Returns the month name s first letter in UPPER CASE In Proteus by right clicking the Gantt s time scale this list can be seen showing typical examples to choose from or you can type your own custom formatting code F 74 Item Format Example Year Short yy 12 Quarter Og Qi Month Text MMM Jan Month Letter Mi J Month Number MM O1 Week Number ww Day Letter D1 Day Number dd If you wish to include a letter that you want to avoid converting to an equivalent formatting result you can prefix the letter with a character An example will clarify this The format dd q would result in this for example 01 1 The format d d q would result in this for example dd 1 dibd Proteus Configurator v 2 1 User Guide 103 Copyright Notice Copyright 2012 Promineo AS All rights reserved No part of this publication may be reproduced in any manner without the prior agreement and written permission of the publisher Published by Proteus Development Team Eiganesveien
107. ith a Expression lookup from a database Control ToolTip See above Expression Control Formatting Press the ellipse button to bring up a form for setting control background and foreground colors as well as font properties for a control such as MemoEdit and all other simple types Control formatting editor Text Color Red 50 Background Color Yellow Background Color2 LightGreen Font Style Bold Italic Font Size Font Name Arial Notes on FieldName naming conventions 1 It is possible for controls to be unbound i e not related to any particular source field and in this case an ad hoc fieldname can be created by enclosing a text in angular brackets E g lt MylD gt For more info on such unbound fields see section Working with unbound controls ina DataLayout 2 For Graph control it is also possible to use an expression in curly brackets or typing lt DATASET gt MyID to use the DataSet as Graph s source If you have more than one Graph for a DataSet you need to have unique names following the lt DATASET gt marker 3 If you have more than one Grid TreeList PivotChart or Overlay for the SAME DataSet then type a name in this column to make it unique E g Grid1 The Form for defining a DataLayout looks like this ei 9 Ey ole General DataLayout Properties En tyID Dashboard see Caption Corporate Dashboard Description L DataSets Locations
108. ki i SENTAN AR Ey s CF eae aa ae aaa lll he da agentes oF el ee s The various tabs where different types of properties can be set for a DataSet The topmost row of tabs indicates the various types of settings that can be made for a DataSet Each of these will be given its own subchapter General Gantt Bars Gantt Markers Calculated Columns Periodized Fields Inherited Fields Completion Matrices Shadow Data Alert Settings 10 Custom Exports 11 Group Summaries 12 Union Data 13 Column Values 14 Pre Periodized Data ee Oe ae ee a Note A number of input controls for a DataSet s values may be supplied as dynamic variables instead of supplying a fixed value You may for example use a calculated column to control the color of a Gantt Bar Instead of typing blue in the input control you may instead type for example BarColor where BarColor is a calculated field that may return a value based on a few if statements dibad Proteus Configurator v 2 1 User Guide 19 General General Assigned Columns Use DataSet for Gantt Link Constraints Capton Activities Unique ID an 7 DataSource ID DS_Course_Act ki Farent ID z DataSet Index o Ignore Orphans Start Date esa k Parent DataSet Finish Date ef hi Freferred Color Red se Progress progr Initial Filter Calendar ID wpn k Description des ki Earliest Start Latest Finish ki Profile ID bi Histogram Auto 5caling GridGantt Options Editing Settings T
109. l x 3641 2174 1050 09 04 2008 13022011 167 zk 25702 17371 14009 22 02 2008 25 12 2010 18 ol 11757 7487 7009 06 03 2008 25 12 2010 1 57 H Pronuremer 17961 10039 8861 22 10 2007 25 12 2010 1 79 4 sag 620 156 4212 04 06 2006 26 09 2010 1 21 4 oo 17908 17073 9 813 02 07 2009 25 03 2010 1 05 4 MC and Commissioning Personne 35 3753 136 1779 122007 25 122010 2 83 x oa 12864 8191 6887 04 02 2008 25 12 2010 1 57 Bw Procurement oe 12412 12040 10637 13 03 2008 25 12 2010 1 03 x K x x K K Acomectura amp Bulking Ws 5 1390 1597 986 16 30 2003 23 01 2011 3 21 Electrical me 63999 29135 19608 04 12 2003 06 03 2011 2 37 i ne HVAC 10499 5358 3604 26 10 2007 07 05 2011 1 96 S76 114 312977 217652 164 0 40 Snapshot Dete The following type of elements can be used dragged and dropped in a DataLayout LookupEdit Multicolumn Dropdown ComboBox Dropdown CheckedComboEdit Dropdown Checklist ImageComboBox Image Dropdown CheckBox Checkbox in various visual styles DateEdit Date Picker control TextEdit Textbox single line MemoEdit Multiline Textbox MemoExEdit Multiline Popup Textbox ButtonEdit Textbox with button for browsing for files etc Hyperlink Hyperlink with optional browse button SpinEdit Numeric Spin control Slider control Picture control Label control Tree List showing hierarchical tree structure More info here CircularGauge Gauge with circular scale dad Proteus Configurator v 2 1 User Gu
110. l color and opacity respectively See subchapter on calculated columns further down in this chapter as well as Appendix C Syntaxes for assigning colors There are 2 other tabs for setting Gantt Bar properties and the middle tab is virtually identical to the one shown above only that it controls the progress bar properties instead The lowest tab controls the properties of the Task Links They are only relevant to control if the DataSet has a child DataSet that is ddid Proteus Configurator v 2 1 User Guide marked as Use DataSet for Gantt Link Constraints 24 Gantt Markers Each DataSet can have any number of Gantt Markers shown superimposed in its Gantt Chart A Gantt Marker can either be a symbol star square etc controlled by one date field Date Field1 or it can be a bar controlled by 2 date fields Date Field1 for Start and Date Field2 for Finish Example Below is an example of a bar that is intended to reflect the start and finish dates of its parent DataSet It uses a Hatch brush and we here also want to visually indicate if the object is within its parent s Start finish range or not Range Control Type of marker Tite Parent Range Marker Symbol Square wih Color blue _ParentRangeBarOpacity oo Color Transparent HatchMode BackwardDiagonal Shadow Size Po We see above that the color s transparency or rather opacity the opposite of transparency is control
111. led by a calculated column expression _ParentRangeBarOpacity Its appearance will therefore be controlled by the result of the calculated column having this expression IIt overt Parentotare OR Finish gt Parentrinish 40 0 52017 E y S0926 We see that the last 2 bars show no hatch brush due to opacity 0 full transparency and we also see that they are in fact within the parent s start finish range whereas the others are outside and hence show the hatch brush The use of such calculated columns open up a wide range of possibilities to show attributes in data in a visual equivalents In this way perceptional psychology can be made an integral part of the way things are presented to project personnel A note on the Width property Marker Symbol The list of possible markers is shown at right and in this aS i mode the Width property controls the size of the symbol where the value 12 is a typical height pixels In the case of a range the Width property indicate of row height A typical value in this case is 85 dibd Proteus Configurator v 2 1 User Guide 25 Some examples of using Gantt Markers e E E E E E E T E Me eee CHADDS ae Y i 00 JEEE ps FTAO008 d a 100 WEG Goer 100 WEI OO07 WWEI OO02 r e on aa dealin simaiatinalit lantern Alin a H Important dates shown in bar Created Verified Finished Due Date gaug yalo i a x PO erent PONS serr
112. ll appear Header Header and Footer mde INI_CustomerNvame As seen at left there are three boxes for header and three for footer were the font properties can be set for see each of these groups user Name Date Page of Pages 1 Generated by It is possible to pick images to any of these boxes and Printed PerformanceView this is done by selecting clearing the box s content and picking an image from list The list of images and their naming convention is described in Appendix Note that it is possible to guide values generated by l OK Cancel Expressions to any of these by referring to it in curly brackets as shown in example INI_CustomerName In addition there are a few predefined markers that can be used as placeholder for content that are passed to report at runtime Marker Title Description The title defined for each individual report User Name The windows name of current user Date Printed The date of print i e today s date Filter Page of Pages The paging info Can be used like this as well Page Page of Pages Page Setup The filter definition when report was created Source Orientation Portrait Landscape Page Setup As seen at left it is possible to set the default values for Paper size Orientation Margins A4 These are used for reports generated ad hoc i e without going through Autom
113. lone Row r Caption Compare Fi Operstor Value Val Bi gt progr 100 BETWE 50 S mos ai progr BETWE 0 44S _ChikiCount o an ri Bold S ott Regular E mannan nj Toena dt Record 10f6 eaaa aa Control Description EntityID The unique ID for this Completion Matrix CM Caption The text to show in the dropdown for selecting which CM to use Cell Value Formatting The format string controlling what to show in each cell Field names may be wrapped in curly brackets to pull their value s at runtime Order Field The field that controls the internal vertical order for each column Date Field The field that controls which column the cell should be placed in Cell Tooltip Formatting The format string controlling the tooltip It is often useful to refer to a calculated field for this value so that markup colors and fonts can reflect conditions in your data E g _ ToolTip MyField Diagonal Color The color to use for diagonal lines Diagonal Width The width of the diagonal lines DbIClick Expression The Expression to evaluate when cell is double clicked This may result in opening a hyperlink to a related web page sending a mail etc Header Text The text to show in the header section of the matrix at runtime These are the grid items column headers when entering criteria conditions Formatting Items for this Completion Matrix d F Caption Compare
114. mns you will generate entries for all numeric fields The Display Format will be Sum lt Fieldname gt 0 n0 and Summary Type will be Sum Beware that this may result in a lot of columns that you may not want and it might take more time deleting them than adding the few ones you needed in the first place Note It is possible to use the markup syntax here for setting colors font size and style asd Proteus Configurator v 2 1 User Guide Shadow Data The Shadow Data concept in Proteus allows matching data joined on unique key to be added as shadow columns in a DataSet This can be quite useful when comparing one set of data with another since it is possible to have calculated columns deriving differences between them Proteus has a feature that allows taking a snapshot of one or more DataSets and this data is then a good candidate to use as a comparative reference point There are two types of shadows where one of them is used to monitor differences between a stored reference point snapshot and the current live data in a DataSet The other is more general and allows data to be added from any kind of source as long as this source has a one to one relationship with the UniquelD field for the DataSet Each of these is described in their own subchapter here Shadow Type Snapshot As described above it can be useful to track changes in a DataSet relative a stored reference point The screens
115. mp NOTE Safran Planner only supports bmp format The colors of the bars will be the same as the Preferred Color for the DataSet that owns the bars Shadow Data Alert Settings Custom Exports General Gantt Bars Gantt Markers _ Jla Calculated General Caption Activities DataSource ID DS Course Act DataSet Index O Ignore Orphans Parent Dataset Preferred Color Red Ne eee N E The next page shows a screenshot from Proteus and the result after export to Safran Planner There are a few things to comment on there 1 The background and text colors are transferred to the result but individual cell variations are not You will notice in example on next page that some cells are orange in Proteus while black in Safran Planner 2 If you look at a child DataSet i e the DataSet that is not topmost if the text caption given in column headers match text in column headers at toplevel then this field s values will show in the same column This can be quite useful when reusing columns for different levels of data 3 The expanded collapsed status of a row will be reflected in the exported result If you wish to expand all children down to some hierarchical level you can right click in grid and choose the Expand option there 4 The color of progress bar is not transferred to Safran Planner result nor are as mentioned previously the individual bar colors Setting a ba
116. n which is the complimentary color of red Readable B W color yellow Results in either black or white and in the example at left black would be returned since white would not be readable with yellow dibd Proteus Configurator v 2 1 User Guide 85 Setting transparency Any of the color assignments except the color syntax can have an additional parameter that controls the opacity the higher the number the less transparent it will be Simply add N where N is an integer between 0 and 100 Examples Red 20 This results in a vaguely visible red green red 30 60 Result is a brownish color with some transparency lwhite 50 Result is grayish complementary of white is black Note It is possible to drop the sign and use a number from 0 to 255 instead but the syntax is more understandable and therefore preferable Example Red 255 is a completely red color no transparency dibd Proteus Configurator v 2 1 User Guide 86 Chapter 20 Appendix C2 Syntax for controlling Style in Grid Cells Proteus has its own syntax for defining a Style i e a combination of font and color properties This is done using one string with a number of sequenced parameters This type of formatting may be used to control cell appearance in a grid but also in Custom Exports The format FontStyle ForeColor BackColor BackColor2 FontSize FontName Explanations for each of the parameter all of them a
117. nish and TimeNow 16 Allow Label Overlap Check if you want to allow Gantt Chart labels to overlap Periodization Engine Settings 17 Non Workdays Define which days of the week are working days for Proteus Default Calendar None of these days will get time phased data 18 WorkHours Per Day This setting together with Non Workdays above define Proteus Default Calendar This Default Calendar will be used if no custom calendar is set up see step 23 below or if the calendar ID is not found in the loaded set of calendars The WorkHours Per Day setting is important when converting hours to men 19 Force Culture Specify which culture language to use to when creating month names in accordance with the formatting that is specified Leave blank to use control panel settings 20 First Day in Week Specify which day is 1 day of work week 1 Monday 7 Sunday 21 TimeNow Date Supply an Expression here that defines Today s date It controls where the TimeNow line is shown in Gantt Chart as well as affecting the periodization engine s way of time phasing for certain spread modes Start to TimeNow and TimeNow to Finish Press ellipsis at right to see the evaluated date Typical examples a Today s date DateTime Today b One Week Ago DateTime Today AddDays 7 dibd Proteus Configurator v 2 1 User Guide 10 22 23 24 25 Today s week s first date Monday Calendar GetFirstCurrentDat
118. ntFinish _ParentID ld _ParentDescription ld _ProgressDate __ ExpectedProgress OnSchedule Start OnSchedule_Finish OnSchedule_Offset _ _IsInWorkSchedule _ ChildCount _ _HasShadow LJ _IsOrphan This can be particularly useful when doing Pivots see section on Pivot Tables in Proteus User Manual at the lowest level of hierarchical data by allowing values from higher up in the hierarchy to trickle down to this level The fieldname for such an inherited field will be prefixed with _Parent_ Note that it is possible to do multiple levels of inherit and the field s name will then have as many Parent_ prefixes as inherited levels Example from Proteus Pivot where fields have been inherited from level 1 to 3 _Parent__ Parent_R1_Field PivotGrid Field List Drag Items to the PivotGrid m m Oo 95 _Parent_Progress promineo x Proteus Configurator v 2 1 User Guide 31 Periodized Fields If you wish to time phase also called periodize in this document a particular field i e spread its numeric quantity over the dates that it is defined for start and finish then the field has to be added to the list of Periodized Fields There are these alternatives to the normal StartToFinish spread SpreadType Description StartToStart The entire quantity is placed on Start date FinishToFinish The entire quantity is placed on Finish date StartToTimeNow Spread from Start date to T
119. nt_ValueExpression1 _CustomDrawSeriesPoint_ValueExpression2 DataType System Boolean System String System String System String System String System String System Int32 System Int32 System String System String System Int32 System String System String System String Expression true black silver lif orig_value_x lt gt value_x or orig_value_y lt gt value_y red iif UniqueId New Lime blue value_x value_y lif Uniqueld New plus circle 12 18 transparent gray 2 Iif UniqueId New New added point Original point orig_value_x orig_value_y General Iif Value lt 0 0 General Iif Value gt 100 100 General lif Value lt MainDataSet Tables Profile Data LookupValue value_y DESC Id Id and value_x lt value_x MainDataSet Tables Profile Data LookupValue value_y DESC Id Id and value_x lt value_x General Iif Value gt MainDataSet Tables Profile Data LookupValue value_y ASC Id Id and value_x gt value_x MainDataSet Tables Profile Data LookupValue value_y ASC Id Id and value_x gt value_x Convert ChangeType Value Convert GetTypeCode 0 y lif UniqueId lt gt New General lif GetFixedMode Convert ChangeType Value Convert GetTypeCode 0 orig_value_x General Tif Value lt 0 0 General Iif Value
120. ntain a customizable filter that is saved together with the grid layout 9 Windows User Config Check if you wish to have Proteus create private folders for saving user settings such as filters layouts etc based on Windows Login Name default or leave it unchecked to use the Proteus Login Name for this purpose The latter option allows for Private Settings to be shared between same Proteus Login 10 Save Once If checked only one confirmation needs to be made to save all your changes If unchecked each DataSet will need separate confirmation before saving changes to it 11 Log Usage If checked a log file will be updated each time a user logs on to reflect the usage of each workspace and to allow IT administrators to monitor activity and identify who the users are should this be necessary Please note that this feature requires write access for all users on the Repository root folder where the log file resides UserLog txt Gantt Settings 12 Margin Days The number of days to add before and after the loaded data s date range This allows for visual margins in the Gantt Chart 13 Work Schedule Start Finish Defines the time range to use as the WorkSchedule The Gantt Chart as well as the Histogram has a button that can quickly select this time range 14 Apply Initially Apply the above settings to Gantt Chart s time range at startup 15 Hide Vertical Lines Hide the 3 vertical lines showing WorkSchedule start fi
121. o achieve this is to press the button that inserts standard column settings for SQL Generation see image at right SOL Generation Calculated Column Properties Interactive Graph Field Name Data Type Create columns for _UpdateSOL String h SOL Generation w Comments Example Ficker Select item from list o Dynamic Expression Expression Type Dynamic Static UPDATE BASETABLE SET FIELDNAME FIELDVALUE UNIQUEWHERE http imedin microsoft com en us library system data datacolumn expression V S 71 aspx Test Expression Typical autogenerated setting for calculated column _UpdateSQL It will produce the 3 calculated columns having the specialized names _UpdateSQL _InsertSQL and _DeleteSQL _UpdateSQL is a reserved fieldname to be used to define update SQL statement used when DataSet is edited It can have reserved markers FIELDNAME and FIELDVALUE UNIQUEID UNIQUEWHERE BASETABLE promineo Proteus Configurator v 2 1 User Guide 83 Note 1 FIELDVALUE will be SQL formatted so that if it is a string it will automatically be surrounded by single quotes Note 2 The BASETABLE marker is replaced with the Base Table value set for the DataSet s DataSource See image below for Base Table setting DataSource Propertes DataSource ID DSActivity DataConn Sn ese ef Data Update Options Base Table T_TestData Demo Levi Select which fields are updatable Set All i
122. ob Hh MH b oteus Performanceview Controls which Time Units are available in the Histogram time phased result and Completion Matrix The one you want to use the first time you start Proteus should be checked as Default but keep in mind that this setting will be overwritten by the Histogram Completion Matrix layouts that are set as Public Default See Appendix for more info on formatting options of Time Units dibd Proteus Configurator v 2 1 User Guide 12 Defining the Cutoff Rule When the Unit is set to Cutoff then the Format will still be used to control the visual presentation of the dates BUT the actual dates that are used for the period can be controlled from the setting shown here Cutoff as MonthE 15u This setting is used when a Time Unit is specified as Cutoff TimeNow De ts Source a You can type the format or press button at right to open builder form Builder for Cutoff Rule Syntax definition Month lt Ref gt lt Cnt gt lt Wd gt TimeUnit Month lt Ref gt E End or S Start lt Cnt gt Count from Ref where 1 is last first Weekday Su lt Wd gt WeekDay Mo Tu We Th Fr Sa Su Offset From Start Example resulting in second to last Sunday in month becoming the end of each month s cutoff periods Format Preview MonthE1Su MonthE2Su OK 1 Cancel Advanced Value Units Allows for customizing which value units to show in
123. of data by typing the Periodized Field s EntityID followed by any of these suffixes Suffix Description Periodic The periodic value PeriodicPercent The periodic value relative the maximum periodic value in row see below PeriodicMax The maximum periodic value Cumulated The cumulated value CumulatedPercent The cumulated value relative the maximum cumulated value in row see below CumulatedMax The maximum cumulated value You may indicate if the formula should result in a Periodic or Cumulated row of data and if the other Cumulated or Periodic respectively should be generated by checking the box called Generate the other Here is a very simple example of a calculated row where both the Periodic and Cumulated rows are generated Spread Properties EntityID Caption JobPlannedPlusOne Planned 1 Type Spread Field Calculated Value Expression for calculated row value C Cumulated Periodic Generate the other value JobPlanned Periodic 1 A simple example of a calculated row in histogram showing value of Planned plus one Important Note Since the periodized fields from ALL DataSets end up in the histogram s data table the grid under the histogram it is important that all EntityID s are unique across all DataSets in order to ensure unambiguous references in formula expressions A formula may reference rows from different DataSets dibd Proteus Configurator v 2 1 User Guide
124. olumn_UniquelD Column_ Progress Column_ Start Column_Finish Column_Description ddid Proteus Configurator v 2 1 User Guide ee Using a DataSet as Task Link definitions for another parent DataSet There is a checkbox at the rightmost corner of the form and if checked it will signify that the DataSet will be used exclusively to render Task Link information in Gantt Chart for the Parent DataSet Assigned Columns Use DataSet for Gantt Link Constraints Unique ID Auto ID hi ParentID san_seq Predecessor pan_seq Successor san_seg ha Link Type LinkType When this is checked you will not be able to control the visual Gantt Properties for this DataSet since it will not be visible but only provide link info to its Parent DataSet You will then see this The function of each assigned column Assigned Column Description Parent ID This field must contain values that match one of the parent DataSet s Unique ID values Predecessor The Field that contains information on predecessor object must match values in parent DataSet s Unique ID Successor The Field that contains information on successor object must match values in parent DataSet s Unique ID Link Type Currently these link types are supported The field must contain the case sensitive text of one of the following values e FinishToStart StartToFinish StartToStart FinishToFinish The various planning systems have their own internal representation o
125. oneauday e aE e Ea AEA NEE a 39 FO E S e E E E 40 SMON D i eaea a a a a acne tens sumttpeaneosaeseanvees 41 Shadow Type Snapshot cccsssscccccssscccccessecccseeseccesaeeeeceeeeneeeeseeeseceeseeseceeseeeeceeseeeceeeueeeceesaeeeceesueneceessenseeessaaeecessegeeeenes 41 Advanced custom formatting options for compare CEVIATIONS cccccceccccccccccaaeessseeecceeeccceeesuueaessseeeeeeeeeeessssauaaesseeeeeeeeeeessaaaaaees 42 Madow per AOV E e E E 43 How to load more than one historical set of data from snapshot table cccccccsssecccceseeeeceeeeceeeaeeeceesaeeceesaaaeeeesseasses 44 ACA ENE e E E A E 45 GONDA pe E E E E E 46 COE O E E E E A E E E 46 CU EOIN EXPO T creen a E E E E EE EE 47 Example of generating an Export template cccccccccsssscccccessececseeseceeceeseceeseeeccsseeeceesseseeeesauaeceesauseceesaeneeeesauaseessageees 49 Example of setting shape properties for an existing Export template cccccccccsssecccceesececeeeecceeaeeeceeeseeecesseuaeceesseaeses 51 ddid Proteus Configurator v 2 1 User Guide 2 Chapter 8 Creating a dynamic interface The Proteus DataLayout sccscecsecscscees 52 Some useful hints on working with Graphs in a DataLayOut ccccccccessecceeesseceeeeececeeeceeeeeeeeeeas 55 Controlling Chart details using special calculated column NAMES ccccceceeecceeeeeeeeececeeceeeeeeneness 57 Example of how to make an interactive custom Prof
126. orwardDiagonal Text Fieldname The field that contains the text to show in shape ToolTip Fieldname The field that contains the tooltip to show for shape ImageKey Fieldname The field that names the image key to use as background image If Repository Images is checked then the images must be placed in the Repository subfolder called GUIlmages Example of calculated field resulting in the ImageKey value SelectedInstallation 9p are SIL Tce sll E a ark A Image Data Source DataSet optional The name of the DataSet that contains the image data Image Fieldname optional The name of the field that contains the actual image data blob field ImageKey Fieldname optional The name of the field that contains the Image Key string field Repository Images Check if you wish to use images from file system instead in which case no Source DataSet value needs to be defined See ImageKey Fieldname above Coordinate System Width X Heights Y The range of the coordinate system The polygons defined supplied in Coord Fieldname will be scaled according to this Outline Properties Define the properties for Selected and Unselected shape s outlines ddid Proteus Configurator v 2 1 User Guide ae Here is the result Wh tecadecinedsisenectl ickadertentitsatencel aasan e a ES ERES Al Color Maps Noise onmens esa STAR TOWER STARTOWL il ACTESS TO PROBES PLAT TOG tL so i
127. ows the Eval OnChange setting has the mentioned Expression text The end result will look something like this in Proteus EAB Interactive Features Custom Jobs _MyLookupEdit JKS W Press to insert NEW DPOOS DPOO4 DPOOS pPoo6 oPOOF cigg KH Kurt H Berg KOMO3 Teamlead DPOOS KOM04 Teamlead DPOOS ctooOLOH Leif Ohlsen POOOF AS Oscar Asterman Ole Hellman POOOS fa Gere Hansen A009 CtOOLAFI Rudolf Figaro Aoo10 stah RU Rolf U Vrenscheck simon Ingram Steven Ohissen Sven Thomsen Tom E Ontme Tuck Langley Tam Nilsen 6 Di AQO11 eee fi Interactive Features see Proteus Configurator v 2 1 User Guide ee Chapter 9 Defining Expression Using Expressions when defining Workspaces in Proteus greatly increase the options for creating dynamic functionality and used in conjunction with Custom Dialogues see next chapter it open up a wide range of possibilities It is important to know that Expressions as well as Dialogs DataSources and DataConnections are available across ALL Workspaces so they can in some cases be reused gt Expressions Expression Properties EntityID StringTest Example Picker EditValue is null Expression abcdefgh Test gt abcdefghij Reset Dialog Misg TYPE System String o PROPERTIES char Chars get int Length get METHODS Boolean Equals Object obj Boolean Equals String value Boolean Equal
128. ption LegendText FontStyle AnnotationText AnnotationYValue AnnotationLength AnnotationAngle Phase 1 lt CR gt Ended 2 4 2009 lt CR gt Started 3 3 2009 BL 1 Bold Blue Phase 2 BL 2 Bold Yellow Commissioning lt CR gt Date 08 06 2009 Handover lt CR gt Date 22 06 2009 120 105 AnnotationFontStyle StartDate EndDate FillMode GradientMode Color Color2 LineColor LineWidth LineStyle Context 03 03 2009 02 04 2009 Gradient BottomToTop green 70 purple 30 black 2 Dash lt ALL gt 02 04 2009 20 05 2009 Hatch ForwardDiagonal blue 30 yellow gray 3 Dot lt ALL gt Bold Blue 08 06 2009 Regular Red 22 06 2009 The 4 rows of data coming from DS_Annotations DataSource that results in 2 colored strips and 2 callouts with text Notes In the Caption column you see the text lt CR gt which results in a line feed Carriage Return in the text The same is true for AnnotationText Note that the Context column if provided can be used to control where the annotation should be shown If the field is omitted from DataSource the Context dropdown is used to control where it appears and if left blank it will have the same effect as the lt ALL gt setting promineo Proteus Configurator v 2 1 User Guide 75 How to get annotations in a DataLayout Graph Let s say we have an annotation item which has a Context setting of e g Graphs a typed value not found in the default values to c
129. r data so it would be quite cumbersome to create 150 individual Proteus users for this purpose Suggested solution Instead you could create 3 users and assign them to a read only Group 1 Cat User 2 Dog User 3 Horse User Furthermore if you wanted to have admin users for each project you could create 3 more users and assign them to an Admin Group of your choice 1 Cat _Admin 2 Dog Admin 3 Horse Admin d Proteus Configurator v 2 1 User Guide You could then through techniques described later in this document how to make a SQL statement dynamic let the Where Clause of the SQL that loads data be affected by the Login name after the User or Admin part of the name has been removed resulting in a SQL like this for a Cat user Delect Irom MyPro ect batalable where Prov SctName Pro ecu Cav Note that in an Active Directory Security Model the challenge would be solved using a similar manipulation of SQL but using the Group name instead of the User name to produce the Where Clause promineo Proteus Configurator v 2 1 User Guide 8 Chapter 4 Creating anew Workspace A Repository can contain multiple Workspaces and this section describes how a new one is created and the various settings it has X Delete Proteus Demo Open New Launch Workspace ry Press the New Workspace icon on the Workspace toolbar New Workspace 1 x General Properties
130. re TableName Update The name of the table or view to update data to FieldList Select The list of fields to select from the table given in TableName Select FieldList Update Optional The list of fields to update in the table given in TableName Update If checked all the rows in DataSet will be written to the Shadow Table to ensure that they are in sync This can be useful when detecting which items have been added in DataSet since last time The internal column HasShadow N will be false for these added rows It does however imply an initial performance hit since potentially lots of rows have to be written back to shadow table the first time Use with caution and only when necessary FieldName Prefix Optional Allows adding a prefix text in front of all the fieldnames provided in FieldList Select Execute SQL Optional Allows running a SQL statement to modify data normally in the table given in TableName Select before data is loaded into Proteus Should be used with great care Allow Update for these Select which Groups should be able to update the shadow columns groups If either of these are omitted none of the shadow columns can be updated dad Proteus Configurator v 2 1 User Guide How to load more than one historical set of data from snapshot table In some situations you may need to compare your live data with not only one historical snapshot but two or more
131. re optional Parameter function Description FontStyle One or more of the following items separated with Regular Bold Italic Underline Strikeout ForeColor The color of the text in cell See syntax for coloring here BackColor The background color in the cell shape BackColor2 The gradient background color if omitted only the background color is used as a solid background FontSize The size of the font FontName The family name of the font Examples Parameter function Description Sred Red text color Bold Italic 12 Bold italic green font in size 12 BlueSDodgerBlue A gradient background from Blue to DodgerBlue Green Red Green text on red background Example of usage in a calculated column Let s say you want to show a blue text in a column MyColumn if FieldX gt 100 and ROSEO if FieldY lt 50 The font should always be bold and have fontsize 10 Note This could be accomplished using advanced conditional formatting see Proteus Documentation but in some cases you may not want to leave it up to the Grid s Layout to define appearance of cells but instead have them controlled from business logic defined in Configuration The latter could then be achieved using a calculated column _CellFormat_MyColumn with this calculation Bold Iif FieldX gt 100 Blue Black Tif Fieldy lt 50 Red Transparent 10 The above calculated column will then return any of the
132. ring at the top We will notice at the bottom of the screenshot a method that is quite useful called Substring and we see that there are different versions having different number of parameters Let s pick this one Substring startindex length A method in NET is applied to an object and the syntax is always Object Method We can then try this out for ourselves by adding it to our existing expression which is a string object abcdefgh Substring 3 2 dibd Proteus Configurator v 2 1 User Guide 63 The result will be notice that 3 means the 4 position since NET consistently uses zero based indexing i e O as first position Some more Examples Purpose Expression Date functions Get difference in days DateValue1 Subtract DateValue2 TotalDays between 2 dates Add 7 days to a date DateValue1 AddDays 7 An explicit date 2011 02 25 Today s date DateTime Today Parse a text to a date DateTime Parse 30 1 13 gt Result is 30 01 2013 00 00 00 using the current culture Formatting a date DateTime Today ToString yyyy MM dd Test if one number is General lif MyValue gt 10 Large Small Value greater than another Create a dynamic lif General GetDynamiclifExpressionFromDataTable ds DS_ ColorMap_Noi statement based on se GetDataTable true 0 database content Lookup the highest value cn MyConnection ExecuteScalar Select max Mhrs from MyTable in a ta
133. runcate Left 53 Hide Tah Truncate Right 54 Allow Edit Grid Administrators ki Allow Insert Allow Delete r Allow Edit Bars Administrators hi Restriction Type NoBounds k Restriction Sign Mosign Drag Tooltip Column_UniquelD lt br gt lt b gt New Column_St The tab where the General settings are defined for a DataSet Typical Steps Step 1 Give the DataSet a Caption This will be shown in Proteus User Interface at runtime Step 2 Define which of the pre defined DataSources to use Step 3 Define Assigned Columns fields to use for particular functions Assigned Column Description Unique ID The field that contains unique values no duplicates For hierarchical relationships this is used as the parent field for all DataSets referring to this DataSet as the Parent DataSet dropdown in top left area The Parent ID see below field must then contain values that match one of the parent DataSet s Unique ID values Parent ID Optional Explained in row above Start Finish Date Optional The fields used to control the Gantt Bar s start end position as well as start end date for time phasing Progress Optional The field used to control the Gantt s progress bar Calendar ID Optional The field used to select which calendar to use Description Optional The field used as descriptive text for an object Special use If a value in the Parent ID field does not match any value in the parent DataSet s Unique ID
134. s 1 To make areas of a bitmap clickable so that related information for the clicked area can be seen 2 The area s visual properties should be possible to control from properties in the data offering a feedback on status for a particular area The ways such a component can be used are quite varied and at the end of the chapter a couple of screenshots are shown of existing examples We will here give a brief screenshot of how the first of these examples the Color Map for Noise can be set up Proteus Overlay Editor HotSpot Data Image Data Coord Fieldname Coords_HL Source DataSet Fillcolor Fieldname ColorStr_Noise Image Fieldname Fillcolor Fieldname ImageKey Fieldname FillMode Fieldname Repository Images FillStyle Fieldname Coordinate System Text Fieldname ToolTip Fieldname Width x ImageKey Fieldname PlotPlanFile Height Y Outline Properties UnSelected gray Selected black Avec fone o l WEAC ID TempMap oe a Explanations for the field assigned to an Overlay Control eee Control in Editor Description FillMode Fieldname The field that contains info about FillMode Valid values are Solid Gradient Hatch FillStyle Fieldname This controls properties of the Gradient and Hatch brushes Typical values for Gradient full list here ddid Proteus Configurator v 2 1 User Guide 96 LeftToRight RightToLeft TopToBottom BottomToTop Typical values for Hatch full list here BackwardDiagonal F
135. s String value StringComparison comparisont ype void CopyTo Int32 sourceIndex Char destination Int32 destinationIndex Int32 count Char ToCharArray Char ToCharArray Int32 startindex Int32 length int GetHashCode String Split Char separator String Split Char separator Int32 count String Split Char separator StringSplitOptions options String Split Char separator Int32 count StringSplitOptons options String Split String separator StringSplitOptions options String Split String separator Int32 count StringSplitOptions options string Substring Int32 startindex string Substring Int32 startindex Int32 length string Trim Char trimChars string TrimStart Char trimChars string TrimEnd Char trimChars The screenshot above shows a very simple expression and we shall use it as a starting point for getting a feel for this quite extensive functionality inherent in Expressions First of all notice that we enclosed the text abcdefgh in double quotes as opposed to using single quotes in a dynamic expression for a calculated column When we press Test gt we see as expected the result abcdefgh without quotes The first thing to point out here is the large amount of text that appears in the lower right textbox It actually lists all the Properties and Methods for the resulting NET object type in this case the System String Note that it says TYPE System St
136. s_MSAccess DS_GraphSample DS_Locations_MSAccess The form shows a list of all the fieldnames as well as their data types for the DataSource generated when pressing the Persist button described above Here you can select which fields are updatable for users with write access by checking them off The Base Table setting is used when Proteus shall generate the Update Insert and Delete SQL statement for modifying source data More info on this in Appendix B How source data can be modified from Proteus ddid Proteus Configurator v 2 1 User Guide 16 Step 7 Specify the Use In Context setting Used In Context DataSetource UnionData J PrePeriodic LookupList CalendarList CalendarRest GanttLinks ProfleCurve Annotations ColorMapping The choices for the Used In Context dropdown This allows classifying a DataSource according to its function The default setting is DataSetSource and here is the explanation for each of the choices Setting Description DataSetSource The DataSource will be used as a source for a DataSet the default setting UnionData The DataSource will be used to append data to a DataSet PrePeriodic The DataSource contains pre periodized data to be used to bypass Proteus periodization engine and be shown directly in Histogram LookupList The DataSource is used to populate various dropdowns in Grid columns or ina DataLayout Calen
137. sasnceeasncencassntaudesansnudabuntaneabuccaudassnteadanratasdepasiandabsadasdaouatencuaranccseeeabens 26 caloun ed C O r ioniceceneasascurinsacseuieecnienoicosenteszarieanieansnas 27 Dynamic Calculated COUMMIINS so sacagsnrencenaceencataniaaceneserssapenrescaeacesacauenrunt SLSR EEPE NE EEEE PEEN ETARE ENE EE EAE EE inai 27 The Global SSL SYN taK esseere a ane sstaeanersnietansauettuensislatenaeasenaeaisenteanacaa setae iturneneetaameeu tea ceanesecwautnenedeeaeroueanesaeaciess 28 Static Calculated Colums arrire ndeara an a tetcnaoussseuaasiesdededaneciacs Haddnastesdanashiadaauadheastesbeiccestesecs 29 Fieldnames with special MEANING vas iascasscerscessavddcesdcusbcuesdennceadcedecaedandacusdanbbcusdanndtnadaudbsuceandctudgcabeiwedeandincdasbiwesuadddecesenieedeas 29 Testing a Calculated column EX ON SSSIOM vicccasicetccasncuscoanna scieanneovacayes EELE EEOAE ESEE EEEN OEE NEOSTORE EIEEE EREET EEEE EERE 30 WGI CNG E E E E A E E A A E AT AE E 31 Peroar A FIEIS 32 Generating rows in histogram data from fOrMULA ccccccsssseccccessccecceesececsusseccccueeeceeeeeecessueseeeeseeeeceeseeaecessuaeeessageeeenes 33 Bypassing the Periodization Engine with pre periodized data ccccccsssssccccsssececceesecccceeseccesaueceeseeaecesseeueceesauaeeeesagaeees 34 Pre Penod Ze a DATS aeee E EEE E EAE 35 COnN TI E a E E A E E nnasenunpensanoncouetonaanneees 36 Creating a Continuous Coloring Scheme ssrsssasscntsvcacnchsgussantevastiuedieapanestoosausst
138. screen Control Description EntityID A unique name for the snapshot DataConnection ID Pick from your list of predefined DataConnections Select Where Optional Allows limiting the data loaded from a snapshot This can be an Expression i e it can refer to an expression that may be linked to a custom dialog MyField MyFilterValue TableName Select Type AUTO to automatically generate the table names for the tables generated by a Proteus Snapshot Advanced technique The SQL that is internally generated for loading the data has this format Select from TableName Select It is possible to write a tablename that in fact is a subquery such as this Select from MyTable where MyField 3 x The last x or any letter s is required in most SQL dialects as a table alias This may refer to an Expression using curly brackets e g MyTable FieldName Prefix Optional Allows adding a prefix text in front of all the fieldnames provided in FieldList Select SnapshotID If left blank the most recent one is used It may sometimes be useful to refer to an expression here e g GetThisSnapshot where the expression e g with ID GetThisSnapshot can refer to a custom dialog that ask the user to select which of the reference points snapshots to use for comparison FieldList Select The list of fields to select from the table given in TableName Select All of these fields will appear in the DataSet with
139. sion results in a folder name that does not exist the Default folder settings will be used 5 Type MyProjectFolderName in the Project Folder box in General Workspace properties 6 Start Proteus and select Project A in dropdown double click on the filter MyLongaActivities Modify the filter setting from 44 to 50 and right click on MyLongActivities and choose Save Item to overwrite its settings In this way you have made a custom version of a common filter A similar modification could be made for Project B One improvement to the above example would be to add a choice in the combobox called Default that should perhaps be shown only to members of an Admin Group In which case the source to the combobox would need to be an expression instead of a fixed string This addition would allow Admin users to define the list of default layouts reports filters etc that should be available to all underlying projects dibd Proteus Configurator v 2 1 User Guide 95 Chapter 26 Appendix I Working with the Overlay Control A special DataLayout control the Overlay Control has been developed that allows defining hotspots on a bitmap s Each such hotspot can have a color transparency optional gradient hatch color as well as being editable nodes can be added removed from the polygon to define its geometry The Overlay control was developed to allow for two specific thing
140. t laoreet arcu 20 14 09 2009 Duis porttitor euismod conse 5 13 09 2009 Duis eu consequat lorem 26 09 2009 Nulla conque vulputate mas 90 08 09 2009 Mauris non nisl neque 50 04 09 2009 Nunc porta quam sit amet m 311 09 2009 Fusce eu turpis quis tortor pc 100 07 09 2009 Etiam nec auque non lorem 20 03 09 2009 Praesent enim ante consec 100 14 08 2009 AAct029 a 100 Curabitur sollicitudin porta m 30 11 09 2009 A Act030 EE 30 xY Lorem ipsuolor sit ame 2 50 15 07 2009 O 50 YY Sed ac nulla ante Nam pelle 1 40 12 09 2009 A Act002 A 40 Work Order 003 40003 i 0 Work Order 008 A000S M 0 Document Package 005 DPS A 0 A Act00S 90 AA i 25 AActO11 e a A Acto1S RY 0 A Act017 EY 0 A Acto21 10 A Act023 0 A Act024 EY 100 TITOM ID Vivamus sit amet lacus in mi 90 22 08 2009 anos frulla imperdiet sapien a liat 295 07 09 2009 Act011 Ut ac sapien nunc Fusce in 95 11 08 2009 Act015 Cras vestibulum ornare mau 29 09 2009 Act Praesent mattis metus sit arr 04 10 2009 Act021 Donec euismod dui a eleme 10 08 09 2009 Act023 Quisque ac ullamcorper nec 17 09 2009 Act024 Maecenas vel ultrices ipsurr 100 31 08 2009 Act028 Morbi eleifend posuere lecti 14 09 2009 A Act028 A 0 O22 Zz Act003 Donec et sanien nulla faucit 6 40 10 08 2009 A Actos aaa 2 Act00 Aliquam euismod feugiat arc 25 28 08 2009 AAO 25 Act012 Quisque at nisi non odio por 16 09 2009 A Act012 I 0 Nunc ultrices mauris non auc 30 09 2009 A Act0
141. t u 6 S S iDays Number of Days to j 7 TrackBar ae 42 TypicalExample H Si aas UserOptions eal Modded Record 1 of 3 oboe Mn h 4 rrr Refresh Layout Commit Layout Dialog Preview right click to edit Compare to which snapshot 13 11 2009 Number of Days to spread CarryOver hours pi 2 Logo goes here V Remember this OK Cancel 4 Screenshot of the form for defining Custom Dialogs When clicking the ellipses button with dots for the ControlType ComboBox the wizard guides you through some choices such as which DataSource to get data from Data Source TrackBar Properties Select DataSource for control You may either choose an existing DataSource or you may type Set the properties you want for your TrackBar Slider your own values separated by DataSource DS_SnapshotIDList Preview of data Snapshot ID 06 11 2009 13 11 2009 Eb eA eb Similarly the wizard will help you define the properties for the TrackBar control How to test a Custom Dialog E anneme example Picker Eaves gag Itis important to point out that the values supplied to a Custom Dialog are cached so that next time the dialog value is requested it returns the cached value In order to ensure that the dialog will be shown aera the Reset Dialog must be pressed before the char Chars get Test gt button is pressed int Length get dig SelectCompare
142. tatement of Work SOW s entirely covered and allow for the integration of technical schedule and cost information The 9 Significant Cost Elements 25 Sum Data amp Variances teed ae as it establishes a common frame of reference for customers management and 10 Discrete Work Packages 26 Manager Action Plans i a Ne The WBS identifies all WBS elements specified for external reporting 13 Set Overhead for Orgs NN The WBS contains all contract line items and end items 14 Identify MR amp UB The WBS may evolve as the project requirements change 15 Target Costs amp Budgets a a rt e The WBS elements should collectively provide a complete definition of work scope requirements Bo 31 Only Authorized Changes e The WBS is extended at a minimum to the level s at which control accounts are established e Only one WBS is used per project and it contains all project work including revisions for authorized changes and modific promineo Proteus Configurator v 2 1 User Guide 98 Chapter 27 Appendix Ib The Overlay Control s polygon format An example may best illustrate the format for a polygon a hotspot area in the Overlay Control Let s say we have a coordinate system with 0 0 in the lower left corner and 100 100 in the upper left one and we want do define a rectangle that has its lower left corner in 0 0 and its upper right corner in 100 50 Polygon 0 0 0 0 50 0
143. the relationships will be built by Proteus at runtime Even though it tries to simulate values for hierarchical formulas be aware that the Test button may result in error messages here while they may not occur in Proteus The final test for any calculated column is done at runtime Calculated Column Properties Field Name Data Type Create columns for _BarColor String sd SOL Generation Comments Example Picker ka Select item from list o Dynamic Expression Expression Type Dynamic Static TIF WorkStatus Planned white green http medn microsoft com en us library system data datacolummn expression V S 71 aspx Test Expression Result Preview Columns in grid may be dragged to Expression above instead of typing its name at the cursor F _BarColor gress WorkStatus foreman PO Process 5 process c job_revision ExpHrs gt pissar The resulting calculated column shown in yellow SQL columns in green and Internal column in gray There is an example picker in the Configurator allowing examples to be inserted as starting point for your particular calculated column Example Picker EditValue is null Lite greer Item Description Example Arithmetic Op modulus a b 2 AvaQ SumQ Standard Aggregate functions Sum Child Amount tDev0 VarQ Other Aggregate functions Count Child RELO_1 Activity columnvexpression
144. they want to overwrite this filter with one having 50 days instead and Project B wants 60 days This is how one would achieve the above mission 1 Cut Ctrl X all your existing C files A in your Py eae TED Dann particular Workspace folder and create a new folder Ji Commissioning J eik O i j di Performance DrillDown J Project A under it called Default B where you paste them E ProjectFolderDemo O Ji Project in In the above example you would among other il Proteus Demo Default proteusgridlayout A u PE PE s Ji QSS Demo 2 MyLongActivities proteusfilt A files move your filter MyLongActivities that filters RTF Tree Notes out activities with durations over 44 days Folder structure for Project Folders 2 Create two folders called Project A and Project B C Note The other folder s D have been automatically created by Proteus to store Private C Files They should also be moved into your new Default folder if you want to keep private settings for each user 3 Set up a custom dialog with a dropdown having the 2 choices Project A and Project B Create a dialog called MyProjectSelectorDialog having a combobox called MyProject with the two items in it 4 Setup an Expression called MyProjectFolderName and have its expression refer to your custom dialog s combobox dlg MyProjectSelectorDialog MyProject Note If for whatever reason your expres
145. to achieve this Editor Control Mapping for DataSet Fields Data Sat Name Field Name Entity ID Eval OntChange Control Type Control Caption Control Tool Ti Control Format a c a E E DemoGrid SetGidRiow Button oo Press to insert N o test lt oolor re LookupEdit Notice that all of the 3 controls Grid Button and LookupEdit all are given an EntityID The Grid given the EntityID DemoGrid is bound to the Jobs DataSet and there is a method we can call or more precisely An Expression we can evaluate that will insert a new row in the grid and set its column values colors are used to indicate distinct parts of the Expression DemoGrid SetGridRowValues Work No Activity No DataLayout GetControlValue MyLookupEdit 0O DataLayout GetControlValue MyLookupEdit 1 True Rhetorical Question How do we know that the DemoGrid has a method called SetGridRowValues with 3 parameters blue purple and orange texts Is this something we just have to know Answer If we start Proteus and thereby create the 3 controls in Configurator they are not created just defined and open the Expression Tester from the Tools menu we can simply type the name of an EntityID press the Test button and see which Properties and Methods it has Proteus Expression Tester Existing Items Pick from existing Expressions here Expression DemoGrid AccessibleDescrip oi AccessibleName vo
146. urity Model 2 Proteus Security Model In either of these models you need to define Groups to be used to internally when assigning access rights to Workspaces and features within a Workspace Please note that the names of your groups can be arbitrary but it is always useful if they carry some meaning to their actual function Active Directory Security Model This model requires less work and is therefore the natural choice unless Active Directory for whatever reason is not an option Step 1 Define Groups and map to related AD Group MyAdminADGroup MyUserADGroup Dummy Group with NO members The only thing that is required in Active Directory Model is to map an AD Group to a Proteus Group Note In this mode there is no possibility to create Users as seen in Proteus Security Model below but only map an AD Group to an internal Proteus Group Proteus Security Model This is the model to use if Active Directory is not used in your organization or other technical reasons exist why it is not be available Step 1 Define Groups roles B Demo Proteus Administrator Proteus VEScCTIDDoON E Administrators Full access read and write _ Developer Erik ama Users Regular user no write access NoAccess Dummy Group with NO members Note that the list at above right will be blank the first time when no users have been defined daid Proteus Configurator v 2 1 User Guide G Step 2
147. ve TV 202298 02458 PartSystem 5801 WV Job Range 16 08 2009 16 08 2009 I Job Range 20 05 2009 21 06 2010 rogress 100 Punch Tot OK PA PB 14 14 0 0 Sent S and Accept A Status RFCC SA Issued 23 08 2009 SFB 2 4 7 2 2 z ont SA Issued 25 08 2009 SFC 1 5 2 4 1 5 2 ae 2 4 4 2 3 11 RFO Merge CCC or ACC or RFO 2 1 4 1 2 Deivered J SA Latest I Job controls RFCC date C021IL900 Accepted HE GridGantt ki EEA A completion Fo Alerts Information Another example where the Completion Matrix format is quite useful ddid Proteus Configurator v 2 1 User Guide 36 For a Completion Matrix CM we need to define some general settings top area and then we also need to define the arbitrary number of criteria we wish to highlight Let s start by looking at the general settings Shadow Data Alert Settings Custom Exports Group Summaries Union Data Column Values Pre Periodized Data General Gantt Bars Gantt Markers Calculated Columns Periodized Fields Inherit Fields Completion Matrices Completion Matrix Properties EntityID Caption Cell Value gt ActivityProgress ActivityProgress Activity Progress Overview Column_UniqueID Order Field Date Field Cell Tooltip Progr i ef T ToolTip_an Diagonal Color Diagonal Width DblClick Expression EZ JE Header Text Demo of completion report Formatting Items for this Completion Matrix Export to Excel C
148. ven in DataLayout s Imagelndex property or a Iconlndex in a TreeList can match a corresponding file Here is an example to make this clearer 001 lt The numbers immediately in front of the file extension will be used as the icon index Reportimages Manually created to hold images used for reporting The naming convention for files in this folder is LOGONN_xxx eee Explanation xxx Can be any characters eee can be any extension characters NN must be 2 digits starting with 00 As seen from the dropdown list found in header footer setup the numbers in right margin match the number NN Pre teus Pre teus ra LogoO0 Pro LogoO1_Pro Logol Fro teus40 gif teuss0 git mineo jpg Header Footer Header and Footer Bo Gia al Font Arial 16pt g one Proteus Preteus f me N dibd Proteus Configurator v 2 1 User Guide 101 Templates Organize Include in library Share with Burn J HTMLInfo J Bal ProteusExcelTemplate xls di Iconlmages lal ProteusExportTemplate mdb di ReportImages di Templates di System Manually created and should contain a subfolder called System that contains the files you wish to use as templates when generating Histograms in Excel as well as dumping loaded data into MSAccess Note that you must use these specific filenames the Excel template can also be with extension xltm ProteusExcelTemplate xls ProteusExportTemplate mdb HTMLInfo
149. ven values seen above in dialog it returns this 1 1 AND MyCategory IN Cars Tools But if the Use Start Date Filter had been checked it would return MyDate gt 2011 02 10 AND MyCategory IN Cars Tools The SQL statement would then be Select from MyTable Where TypicalWhereClause A separate chapter is dedicated to the design of Custom Dialogs dibd Proteus Configurator v 2 1 User Guide 18 Chapter 7 Setting up DataSet s and their internal relationships A DataSet is the entity in Proteus that has the most diverse set of properties associated with it Which DataSource to get data from what additional columns to add to it how data is visually presented time phased exported monitored etc A DataSet in Proteus represents the data loaded from one SQL combined with some internally generated fields and some optional custom calculated fields It also contains a host of analytical options as well as presentation options Shadow Data Alert Settings Custom Exports l Group Summaries Union Data Column Values l Pre Periodized Data General Gantt Bars Gantt Markers Calculated Columns Periodized Fields Inherit Fields Completion Matrices General Assigned Columns Use DataSet for Gantt Link Constraints Caption Activities Unique ID an DataSource ID DS Course Act ki Parent ID DataSet Index o Ignore Orphans Start Date esa Farent DataSet Finish Date ef Preferred Color Red B Frogress o progr
150. xcel the content of this data will be a corresponding range of cells The content of this particular custom VBA code macro is given here in small font as an example for reference Public Sub CreateGraph On Error GoTo ErrorHandling Dim vTitle As String vTitle Range A2 Value If vTitle Then GoTo ExitMe End If Dim vPlotRange As Range Set vPlotRange Sheets vTitle Range B5 CurrentRegion If vPlotRange Columns Count lt 1 Then Sheets vTitle Visible False GoTo ExitMe End If Charts Add ActiveChart ChartType xlColumnClustered ActiveChart SetSourceData Source vPlotRange PlotBy xIColumns ActiveChart Location Where xlLocationAsNewSheet Name vTitle amp With ActiveChart HasTitle True ChartTitle Characters Text vTitle Axes xlCategory xlPrimary HasTitle False Axes xlValue xlPrimary HasTitle False End With ActiveChart HasDataTable True ActiveChart DataTable ShowLegendKey True Sheets vTitle Visible False ExitMe Exit Sub ErrorHandling On Error Resume Next ActiveChart Delete Resume ExitMe End Sub The Discipline value is set to Sheet1 in a cell that starts at row 3 column 1 but then is automatically incremented with the lt AUTO gt directive Its Cell Note is set to value in Discipline_Des field The Discipline_Des field value is set one step to the right of the previously written value in step 3 above Steps 1 4 are repeated for each row in GridGantt The output on the
151. xtract the text enclosed in parentheses MyString Substring MyString IndexOf 1 MyString IndexOf MyString IndexOf 1 Conditional evaluation Useful when generating conditional statements General lif MyValue gt 10 big small Mathematical statements Useful when doing advanced calculations Math Pow 2 5 SQL call Return a scalar value from a SQL on DCActivity ExecuteScalar Select max Time_Plan from T_TestData_Course_Lev2 Get persisted data from DataSource Get a datatable from an existing DataSource s persisted data ds DS_Course_Act GetPersistedDataTable Rows 0 0 Get live data from DataSource Get the topmost 100 rows from an existing DataSource live ds DS_Course_Act GetDataTable 100 0 Rows 0 0 Dialog reference Return a value from a custom dialog dig GetTimeSpan Sq Start ToStrina yyyy MM dd Parsing Filtering and RegEx Parse a list of selected items from a dialog filter outitmes an String Join General ToStringArray General EvaluateForeach General FilterArray Value TrimQ Sta ud If you are familiar with the NET Class Library you will recognize the ones that are available in the Expression builder String DateTime Math Regex Environment File Directory Path Process Convert There are a few Class Libraries that are developed specifically for Proteus and they are accessible through these names General Calendar TextConverter Repository Registry Color DataL
152. y Fieldlist Snapshot Compare Note that the SnapshotID for the Baseline2 shadow has an Expression as its setting enclosed in curly brackets This Expression refers to a custom dialog that lists all the snapshots present in the assigned snapshot table allowing for a user selected snapshot to be used Please choose which Baseline to use for comparison Snapshot ID filelsl Es 2011 10 13 2011 10 25 R dad Proteus Configurator v 2 1 User Guide ii Alert Settings In Proteus Configurator it is possible to set up any number of Watchdog alerts and whenever a workspace is loaded at runtime the dog will bark if any of its associated barking criteria are triggered General Periodized Fields Union Data Gantt Bars Calculated Columns Shadow Data x Completion Matrices FrePeriodized Data x Inherit Fields Gantt Markers Alert Settings Excel Exports _ Group Summaries Column Values _ Alert Setting Properties Above Five Percent Rise Tite gt Orphans Orphans Drop In Mhrs Filter LIsOrphan True m Job Out Of Sync Summary Type Summary Field Threshold Value Severity Count Work_No bi 0 Serious 3 Alert Message Replacement Markers Select from List gt e SummaryValue n0 orphans were found and the sum of planned values is SummaryValuez ino Earned SummaryValue3 no Optional Additional summary values to indude in Alert Message

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