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Colour coding in the Hourline and Long Form

This manual describes how colour coding works in farmerswife and how to set it up. There are a number of options available for how Projects and Bookings can be displayed in the Hourline and in the Long Form, the settings can be found in the Toolbox Settings. Projects, Bookings and its related Objects are always displayed in colours according to workflow and taste. Colour coding works in different ways in the Hourline and in the Longform. Furthermore, it depends on different settings that can be selected in the Toolbox, Edit Project Window, Edit Contact window, etc. Special User permissions have to be granted to be able to setup colour coding in farmerswife. User Profile > Permission Profile:




Booking options and configurations

Booking Name Colour 
A predefined Booking Name which can be created in Toolbox > Booking Defaults > Name/Customs can have a specific colour. To create a Booking Name the User Permission 'Server Setup' has to be given as well as access to the Toolbox Settings. See pictures above.


Booking Global Status Colour 
Create a Global Booking Status and set the colour here: Toolbox > Settings Tab > Bookings Defaults > Global Status > Server Setup > Modify/New. Bookings have a Global Status which can be individually setup by the Users with the corresponding Users Permissions. Each Global Status has a Sub Status that needs to be set when creating it. What the Global Status is called is not relevant, it can be named anything and it can also have any colour. However, the Sub Status are pre configured and cannot be renamed. There are three fix Sub Status in farmerswife: Confirmed, farmerswife Colour Coding Booking options and configurations 4 Preliminary and Planning which colours can be changed here: Toolbox > Settings > Display. A Sub Status with its colour can overrule the Global Status colour if the corresponding settings in Toolbox > Hourline and Objects Tree > Always Force Planning Colour When Planning and Always Force Preliminary Colour When Preliminary have been set. If for any reason the Booking gets into a Conflict Status the Sub Status Colour of the Booking take over if these two settings are activated. For more information about the Sub Status behavior and Booking Conflicts refer to the corresponding Toolbox chapter. 



Involved User Colour 
If Bookings should be displayed in the User's icon colour go to Object Manager > double click on the User > Select either one of the iOS icons or one of the icons with a black border (user1-user25). If the settings is activated in Toolbox > Hourline > User Involved User Colour the Booking of the User will get the color of that icon.


First Booked Object Activity Colour 
By activating the setting: Toolbox > Settings > Hourline > Use First Booked Object Activity Colour, the Booking will take the colour of Activity (if defined) of the first booked Object in the Booking. To assign colour to an Activity, follow the steps below: Go to farmerswife Server Window> Setup> Bookings tab> Activity Colours. Activities with matching names will inherit the colour given in the Server Setup.


Project / Client Colour 
Bookings can take the Project or Client colour if the setting is activated: Toolbox > Settings > Hourline and Objects Tree > User Project / Client Colours. Once a Project has been given a colour, the Project will be displayed in that colour in the Project Tree and in the Toolbox > Projects tab as well as in the Advanced Project Search. If a Client has been given a colour, the Client will be displayed with that colour in the Toolbox > Contacts tab and in the Advanced Contact Search. If the Project´s Client has a colour assigned and the Project a different colour, the Project colour will overrule the Clients colour. 

  • Give a Project a colour 

Open Edit Project Window > Click on the Eye icon at the top of the window > Choose Force Colour from the drop-down list > Select the desired Colour for the Project.

  • Remove a Project colour

Open Edit Project Window > Click on the Eye icon at the top of the window > Choose Force Colour from the drop-down list > Now click on Cancel > Confirm the message to Remove the Colour. 

  • Add a colour to a Client Contact 

In the Contact window > Client Details > Click on the Colour box and choose the desired colour. When no Colour is selected, a light blue will be given to the Contact by default.



Interactions in the Hourline 
Various options for colour coding are available in the Hourline > Toolbox > Settings > Hourline.


If none of the options are ticked, the Booking will show in its Global Status colour. If each of the options are ticked individually only the chosen colour coding option works. If however more than one settings is ticked, certain hierarchy is established. See below which setting overrides which setting. 

  1. Always Force Preliminary Colour When Preliminary / Always Force Planning Colour When Planning
  2. Use Booking Name Colour
  3. Use Involved User Colour
  4. Use Project / Client Colours - Project overrides Client Colour
  5. Use First Booked Object Activity Colour
  6. Global Status Colour

Use Global Status Colour 
To display Bookings in the Hourline coloured by their Global Status Colour, none of the option to colour-code must be selected in Toolbox > Settings > Hourline. 

Always Force Preliminary Colour When Preliminary/ Always Force Planning When Planning: These options are first in the hierarchy and they override all the other options to colour-code if they are ticked at the same time. If a Booking has a Sub Status either Preliminary (due to a conflict or because it was set to Preliminary) or Planning the Sub Status colour overrides any other colour coding option that was ticked.
Example: 
1. Booking has a Global Status of Confirmed (green) but it is conflicted by another Booking, thus the Actual Status of the Confirmed Booking gets set to Preliminary and the setting "Always Force Preliminary Colour When Preliminary" kicks in. The Booking therefore will be shown in Preliminary colour (red by default in farmerswife). 



2. When the option Always Force Planning When Planning is selected in Toolbox> Settings tab> Hourline, Bookings which Global Status have as Substatus Planning, will be shown in Planning colour (grey by default in farmerswife). 

Use Booking Name Colour 
The Booking Name Colour overrides all the other options to color-code apart from the options Always Force Preliminary/Planning Colour if Preliminary/Planning. So if this option is selected in Toolbox > Settings > Hourline all Bookings displayed in the Hourline will be shown in the colour of the Booking Name selected unless there are any Preliminary/ Planning Sub Status to be shown and those options are selected as well.

Use Involved User Colour 
When this option is ticked, if a User is involved, the Booking will be displayed with the User’s icon colour in the Hourline. This option overrides the Use Project/ Client Colours setting and the First booked Object Activity Colour. If more than one User that has an User icon that allows to use this option is involved in a Booking, the Booking takes the colour of the last added User.

Use Project/Client Colour 
The Project colour overrides the Client colour if they both exist. Furthermore, this option overrides the First Booked Object Activity colour if the option Use First Booked Object Activity colour is selected.

Use First Booked Activity Colour 
This setting is the last in the hierarchy, it is only possible to show this colour when it is the only option selected in Toolbox> Settings Tab> Hourline. If the Booking does not contain Objects with Activities then the Booking Color will have the Booking Status Color.

Interactions in the Longform 

  • Project Tree 

When there is a Project loaded in the Project the following is displayed: 

  1. The Project line or Project Time Range which will be shown in the Client Colour. If there is a Project Colour setup for this Project the Project Colour will show as it overrides any Client Colour. If no Project Colour is assigned, the system by default will show the Project line in the light blue colour that is set by default as a Client Colour in the Contact.
  2. The Booking (job itself) which will be shown in the Global Status Colour. (Global Status Awaiting Client in the example in light orange-beige)
  3. The Object/Objects booked which will be shown in the Sub Status Colour of the Global Status Selected for the Booking. (Confirmed Sub Status in the example.)

     
  • Object Tree 

In the Object tree, if no special option to colour-code is selected, Bookings will be shown in the Global Status Colour (this is different to the Project and Personnel Tree). The colour-code options available are:

  1. Use Project/Client Colour: It works exact the same way as explained in the Project tree paragraph above, point 1.
  2. Always force Preliminary Colour When Preliminary: It overrides the Project/Client Colour if there is a preliminary Sub Status or Actual Status.
  3. Always force Planning Colour When Planning: It overrides the Project/Client Colour if there is a planning Sub Status.

  • Personnel Tree 

The colour of the Booking of a User in the Personnel Tree is determined by the User's Object Status. Default colouring in farmerswife is: Green for confirmed and red for preliminary. (Default colour can be changed in Toolbox > Settings > Display). However if in Toolbox > Settings > Object Tree > Use Project / Client Colours is ticked, the Bookings in the Personnel Tree are shown in the Project or Client colour. The Personnel Tree displays also the different Personnel Bookings, each of them can be given a colour, which can be selected in Toolbox > Settings Tab > Personnel Tree.

Task options and configurations 
Tasks Types can be given a colour in: Server Window > Server Setup > Bookings Tab > Tasks. Tasks display in its predefined colour in the Hourline if the the Use Project / Client Colours is ticked in Toolbox > Settings > Hourline.

Interactions in the Hourline 

If more than one colour coding option is selected in Toolbox > Settings > Hourline then a hierarchy is established. Below see which setting overrides which setting. The top overrides all other settings.

  1. Always Force Preliminary Colour When Preliminary / Always Force Planning Colour When Planning
  2. Use Involved User Colour
  3. Use Project / Client Colours
  4. Global Status Colour
  5. Use First Booked Object Activity Colour 

Global Status Colour 
If no special option to colour-code is ticked in Toolbox > Settings Tab> Hourline, Tasks will be displayed in the Global Status Colour. 

Note: If the option Always Force Preliminary Colour When Preliminary and/or Always Force Planning Colour When Planning are ticked and there is a Substatus Preliminary or Planning to be shown, Tasks will show in that colour instead of the Global Status Colour. 

Always Force Preliminary Colour When Preliminary/ Always Force Planning Colour When Planning 
When these options are ticked and there is either a Preliminary or Planning Substatus to be shown, Tasks will be displayed in the Preliminary/Planning Colour. These options override all the others in case there is more than one option ticked in Toolbox > Settings > Hourline. 

Use Involved User Colour 
When this option is selected in Toolbox > Settings > Hourline, Tasks which have a User assigned, will be displayed in the User Colour (if the User has an eligible User icon selected). This option overrides the Use Project/Client Colour and The First Booked Activity Colour. 

Note: If the option Always Force Preliminary Colour When Preliminary and/or Always Force Planning Colour When Planning are ticked and there is a Substatus Preliminary or Planning to be shown, Tasks will show in that colour instead of the Global Status Colour. 

Use Project / Client Colours 
If this option is ticked, Tasks will be displayed in the predefined Task colour that is set when creating them in the Server Setup > Bookings tab. This option overrides the First Booked Object Activity Colour and the Global Status Colour that the Task has if not booked with an Activity.

Note: If the option Always Force Preliminary Colour When Preliminary and/or Always Force Planning Colour When Planning are ticked and there is a Substatus Preliminary or Planning to be shown, Tasks will show in that colour instead of the Global Status Colour.

Use First Booked Activity Colour 

The colour of the First Booked Activity will only be shown on Tasks in the Hourline if this is the only option is ticked and the User has been booked with an Activity set has been setup in the Server Setup > Bookings tab > Tasks and no Planning or Preliminary Sub Status interferes.

Interactions in the Longform 

  • Objects Tree

Global Status Colour

Tasks are displayed in their Global Status Colour if no other colour coding option in the Toolbox > Settings > Object Tree is ticked.
Note:If the option Always Force Preliminary Colour When Preliminary and/or Always Force Planning Colour When Planning are ticked and there is a Substatus Preliminary or Planning to be shown, Tasks will show in that colour instead of the Global Status Colour.

Always Force Preliminary Colour When Preliminary/ Always Force Planning Colour When Planning 
If these option are ticked in Toolbox > Settings > Objects Tree, Tasks will be shown in Preliminary or Planning Colour when there is a Preliminary or Planning Colour to be shown. These options override the Global Status Colour and the Use Project/Client Colours. 

Use Project /Client Colours 
With this option ticked, Tasks will be shown in the predefined Task colours configured in Server Setup > Booking tab > Tasks, unless the options Always Force Preliminary Colour When Preliminary/ Always Force Planning Colour When Planning are selected as well and there is a Preliminary/Planning Sub Status to be shown. 

  • Personnel Tree 

There are no special options to colour-code available in Toolbox > Settings Tab > Personnel Tree, however the options selected for the Objects Tree will also apply to the Personnel Tree in relation to colour-code options. By default the Tasks are shown in the Sub Status colour. If Tasks should be shown in their predefined Colour, the Use Project / Client Colours must be ticked in Toolbox > Settings > Object Tree. 



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