C Software YearPlanner Version 2.4 User Manual
Contents
1. WF Snooze This dialog will display automatically whenever a reminder is due even if YearPlanner is minimised to the system tray A reminder can be set for any event via the Event Dialog If a sound is associated with the reminder it is played when the dialog is first displayed or when the reminder becomes due The following commands are available e Dismiss All Clear all current reminders e Open Item Open item with Event Dialog e Dismiss Dismiss current item e Snooze Adjust reminder to occur at a later time Creating a New Planner The New Planner dialog defines the Planner name selects the Events Data File and presents a list of templates from which to create the new Planner There are two ways that YearPlanner can store its data Combined or Split see Concepts Normally Planners are stored in Combined files You select the name C Software Page 18 of 31 C Software and type of storage on this dialog Give your Planner a sensible name that reflects the type of events you intend to store e g School Year 2006 yp Warne YearPlanneri Yp Combined File The files will be stored in the default folder see YearPlanner Options If you want to create a different Events Data file click the button next to the Events Data edit box and either select an existing data file or type in the name of a new one A number of template planners have been created to make it easier to get2. Drive traffic to your website by providing free calendar information about your industry organisation Promote your website as the source for up to date events information Produce free marketing material for distribution by email Have a reason to remind your customers clients audience who you are Avoid that spam filter but sending them something useful YearPlanner is used by many different types of users and organisations Here are some of the ways that YearPlanner is being used today Home users remember appointments schedule holidays and plan special events such as weddings or parties Schools and colleges plan organise and distribute academic year plans term timetables sport events and shared resources Businesses plan projects schedule meetings and organise resources They use layers to focus on a specific project resource or personnel Clubs and Organisations promote meetings and special events All these benefits are enhanced by an extensive range of features including recurrence patterns reminders layers colour schemes and more YearPlanner is simple to use and yet has many powerful features General View from 1 to 12 months in planner OR calendar layouts WYSIWYG What You See Is What You Get interface print what you see Import from Outlook wizard Outlook style recurring events daily weekly monthly annual etc Days weeks from now estimate in status bar Event priorit
3. Icons are small images that can be associated with an event Settings Initial Settings Register yp as a YearPlanner file type Enable Load at Windows Startup Enable Minimise to System Tray Enable Close to System Tray Enable Splash Window e Register file type This associates files with the extension yp with the YearPlanner software This means that if the file is selected from a browser it will be loaded into YearPlanner If this box is unchecked the yp file association will be removed e Load at Startup Add YearPlanner to the list of programs that loads when Windows starts C Software Page 17 of 31 e Minimise to System Tray If checked YearPlanner does not appear on the Windows task bar Instead it appears as an icon in the system tray e Close to System Tray Prevents YearPlanner from being terminated unless the File gt Exit command is specifically selected e Enable Splash Window Controls the display of the Splash Window when YearPlanner first starts YearPlanner Reminders Although reminders are a property of individual events all reminders can be enabled disabled from the Planner properties page See Planner Properties The following image shows the YearPlanner Reminders dialog YearPlanner 1 Reminders Dentist Stark Time 02 December 2004 15 30 Subject 31 weeks overdue Dismiss All Open bern Click Snooze to be remindered again in
4. Cascade Cascade Windows Tile Tile windows Arrange Icons Arrange Icons Contents Display contents of interactive help manual Readme Display contents of application readme txt file Show Tips Show the tips window Activate Manual activation of YearPlanner using the registration key Buy Now Purchase a serial number About YearPlanner Display About Dialog Contains information about registration Splash Screen Redisplay the Splash Screen Page 12 of 31 C Software Quick View Quick View is a method of filtering the events data to identify certain types of event or events that have specific conditions Quick View overrides the categories defined in the current Layer Set see Properties gt Layers The simplest part of Quick View is the list of categories Just click on a category name and the only that category will be displayed Only one category can be selected at a time The other part of Quick View is the conditions All Layers displays all events Events with reminders Any event with a reminder defined even if it has been dismissed Recurring Events Any event with a recurrence pattern Events with no Categories Events that do not have any categories assigned to them Hidden Events that have a category that does not match any that are available in the master layer set This makes them impossible to view This can happen when an event is imported fr
5. Individual When the associated individual style is selected it is defined from this page Style Image i Group 2 ico An example of how the event might look is updated to reflect the current selection Example Categories Categories are an import aspect of managing data in YearPlanner Each event can have one or more categories associated with them Each view only displays events with categories that match those defined in the current Layer Set see Layer Properties panel The Categories dialog page shows the categories that have been associated with this event and a list of available categories This Event Available Bills Birthday Conferences Holidays Home SE l Dutlook Personal Presentations Public Holidays School Sport Vacation Work Meetings C Software Page 30 of 31 C Software The order of categories in the This Event list is important because it determines which of the associated styles is used when displaying the event The rule is that the top most visible category is used Whenever a category is selected its associated style and image is shown and can be modified Style Image Group 2 ico Style12 w For a more detailed description of layer see Layer Properties Page 31 of 31
6. Weekend Mon Tue Wed Thu Fri w Sat Sun Hidden Mon Tue wWed Thu rri sat Sun The minimum time period for a planner is a month You can display from 1 to 12 months Months 1 a k YearPlanner maintains the traditional paper aspect ration of 1 1 4142 You can override this by selecting Fit to page which uses the aspect ratio of the current paper from the default printer Fit to page Text Formatting Options The are a number of options that controls how labels are displayed Clipping Clip Line Clip Rows Word Wrap e Clip Line Limits each label to the space available on a single line of the day e Clip Row Prevents labels from overlapping adjacent days e Word Wrap Forces labels to resize allowing each word in the label to be displayed This cannot be selected if Clip Line is selected Page 23 of 31 Alignment Blank First Line Force Mew Line e Blank First Line This allows the date day number to appear on a line by itself e Force New Line Forces each label to appear on a new line Time Show Time am pm 24 Hour C e Show Time If the event is not an all day event then the event start time is shown e Am pm or 24 Hour Controls the format of the time if it is visible Day Mo Suffix 2 e Day No Suffix The characters are appended to the day number text Spaces can be used to add a gap This also allows alternative se
7. defined by the theme associated with the current view Each view can have a different theme Themes are made up from style items of which there are two sets Background and Categories The Background set defines the colour and fonts of the background planner page The Categories set provides a pool from which a style may be associated with a category The theme can be modified from the Theme Properties dialog Layout There are two basic layouts Planner and Calendar Planner layout shows an entire month as a row or column Calendar layout shows a week as a row or column In addition to this the number of months the display of a key the start day of week and various other settings can all be modified from the Layout Properties dialog Layers Layers are a powerful way to filter the events displayed in a particular view Each event can be assigned one or more category e g Holiday Meeting A layer is defined by a Layer Set which is a list of the categories which will be displayed when it is selected Layers are modified from the Layer Properties dialog The categories associated with a specific event can be modified from the Categories property page Events An Event is a user defined time and date and is given a subject e g Meeting with Doctor An event may be configured to reappear in a fully programmable recurrence pattern and may optionally generate a reminder at a period of time before the event begins The appearance of
8. determines if label styles are used e Indicate Today Draws a red circle around the current date Theme Properties A Theme defines the colour and font of each element on the planner view A number of pre defined themes are created when YearPlanner 1s first installed The user can modify these themes or can create entirely new ones The name the Theme is controlled from the Theme combo box Theme Saphire w Mew From here you can add a new Theme delete a Theme or rename a Theme by typing a different name in the combo box The selected Theme Set is a critical selection Theme Set Background Categories Theme sets are divided into two groups Background and Categories The Background set defined the titles headings and basic colours of the planner calendar The Categories set defines the colours and fonts of the events data The Categories set provides a pool from which a style may be associated with a category When you select the set the Style List is automatically updated Page 21 of 31 Subtitle Year Label Monin D ay of week Day Content Frer Style Ti ti e A Unused Planner Border Month Divider The Style list shows the available styles and their current settings To modify a style click on its item in the list and then modify its values Style Style 3 Font Arial Al Colours Fore Back Transparent C e Style Indicates the currently selec
9. started These can be selected from the Template list Template Simple ie The Template list contains a catalogue of planner templates which provide a quick start for creating a new Planner file To get a brief description of the Planner created by each template select a new name from the list Page 19 of 31 Editing Planner Properties C Software The document produced by YearPlanner is called a Planner A Planner is a file given a yp filename extension which can be modified via the Planer Properties dialog pages which are described in this section It defines the following properties The name of the planner A planner consists of appearance and events data These can be combined in a single file or stored in separate files One or more views each of which has the following properties o A Title Subtitle and Footer text o A Theme Layout and Layers set o A start date One or more Themes from which a View can select one One or more Layouts from which a View can select one One ore more Layer profiles from which a View can select one Planner Properties There are two ways that YearPlanner can store its data Combined or Split see Concepts You select the name and type of storage on this page The file s will be stored in the default folder see YearPlanner Options Normally planners are stored in Combined files If you want to create a different Events Data file click the button next to the Ev
10. C Software Software Development Registered in England No 3736174 C Software YearPlanner Version 2 4 User Manual C Software PO Box 920 Cheltenham GL50 9AP email support c software net Introduction YearPlanner Advanced calendar and planner creation by C Software YearPlanner developed by C Software is a Microsoft Windows compatible application which manages calendar based events data for individuals groups and organizations It can be used as a diary scheduler reminder utility project management tool or any other application that requires a long term view of calendar data Overview YearPlanner is distinct from many other calendar diary and PIM applications such as Microsoft Outlook It allows you to plan on a single multi month page using the classic year planner format usually only available as a paper wall chart Combine this with the capabilities of an easy to use computer program and you get a powerful interactive software tool which will let you take instant control of your schedule and diary events YearPlanner has a WYSIWYG What You See Is What You Get interface This means that it displays its pages on the computer screen to look like they would when they are printed on paper This makes the interface intuitive easy to understand and attractive to look at Despite its printed page design YearPlanner is highly flexible in both the layout and colour scheme of the calendar page Multiple
11. an event is controlled by an associated style which can be individually defined or based on the Event s associated category s Page 15 of 31 The details of an Event can be modified from the Editing Planner Properties dialogs Hidden Events Since the available space for a single day depends on the number of months displayed on that page it is not always possible to display all the events scheduled for a day Rather than simply displaying events in time or alphabetical order YearPlanner allows the user to define the event priority so that the most important events always remain visible When an event becomes hidden a green tab is display on the day Presentation 1A q Double clicking on this tab brings up the priority dialog Event Order Thursday March 17 2005 Time Subject 09 30 AM Presentation Al Day 4 Meeting with Harry This dialog allows you to change the order of events regardless of start time so that you can ensure the most critical entries are always visible YearPlanner Options Most settings are specific to an individual planner However there are a number of settings that apply to the YearPlanner application in general This Options dialog is available from the View gt Options menu The first set of options defines the locations of YearPlanner files and folders Default Events File CeiDocuments and Settings andy S4G4Ni hy Documents earPlanner DatalPlannerEy Events Folder DB Documents
12. and Settings andy SAGAN My Documents YearPlanneriDatal Icon Folder D Documents and Settings andy SAGAN My DocumentsiYearPlanneri Icons Logo Folder D Documents and Settings andy SAGAM My DocumentsiYearPlanneriLogosi C Software Page 16 of 31 e Default Events File Events file used when creating a new planner and using a Split data format see Concepts e Events Folder Folder used for YearPlanner data files e Icon Folder Folder which is root for YearPlanner icons e Logo Folder Folder which is used for YearPlanner logos There is then a set of flags that controls how YearPlanner is displayed and loaded Show Program C Task Bar Tray Both e Show Program How YearPlanner is displayed when it is minimised Close to Tray Load at Startup Dialog Tips e Close to Tray Prevents YearPlanner from being terminated unless the File gt Exit command is specifically selected e Load at Startup Add YearPlanner to the list of programs that loads when Windows starts e Dialog Tips Display tip window when cursor is held over dialog controls such as buttons and edit boxes Initial Settings The Initial Settings dialog is displayed automatically the first time that YearPlanner is run It can then be called up manually from the Tools menu Actions Actions Install Icons e Install Icons If selected the Install Icons process will be started when the OK buttons is clicked
13. ents Data edit box and either select an existing data file or type in the name of a new one Combined File Reminders v Enabled File Name Name of planner s file yp extension Events Data Name of events data file dat extension Combined File Determine how your planner data is stored Reminders Uncheck to disable ALL reminders Page 20 of 31 C Software View Properties One of the key features of YearPlanner is that the same events and appointments can be presented in many different formats Each user definable presentation is called a View The name and order of the Views is controlled from the View combo box View C1 All tal Mew From here you can add a new View delete a View change the order of Views with the arrow buttons or rename a View by typing a different name in the combo box The main features of a View are its Theme Layout and Layer set Theme Saphire Layout 42 Month Planner Fe Layer Set All Categories wil m The Theme defines the colours and fonts The Layout controls the style and format The Layer Set controls which events are visible Start Day Automatic Manual 15 02 2005 When the Start Day is automatic the Planner is updated to ensure that Today s date is visible Otherwise the specified date is used Images Indicate Today Label Styles e The Images option determines if icons are displayed on the view e The Label Styles option
14. er Set and visible events from the current view will be saved to the specified file The file is always combined see Concepts Import Import a YearPlanner file The specified file is read and only unique Themes Layouts and events will be ADDED to the current YearPlanner file Print Print the planner Print Setup Invoke Print Setup menu Print Preview Display Print Preview window Exit Exit YearPlanner Undo Undo last modification Redo Redo last modification Cut Remove current event and copy it to clipboard Copy Copy current event to clipboard Paste Paste event from clipboard New Event Create a new event Starts the dialog Delete Remove current event Shade Past When enabled days and events are shaded according to the views shading style See View Properties Toolbar Display Hide toolbars Status Bar Display Hide status bar Dialog Tool Tips Enable disable dialog tool tips Reminders Window Display the Reminders Window See YearPlanner Reminders Quick View gt Off Clear all Quick View selections a Quick View is a method to override the current layer profile and display events that Ly satisfy some specific characteristics as described below Quick View gt All Layers Display all events regardless of category Quick View gt Events with Reminders Display all events with reminders Quick View gt Recurring Events Display all recurring
15. events Quick View gt Events with no Categories Display all events with no categories Quick View gt Hidden Display all events with categories not available in any of the current profiles Options Open the YearPlanner Options dialog Page 11 of 31 C Software Full Screen Change window to full screen mode ctrl F or ESC to cancel Planner Theme gt List Select theme from List Layout gt List Select layout from List Layer Set gt List Select layer set from List Properties Invoke Planner property displays see Editing Planner Properties Logos gt Left Right Edit name and size of logo images Header Footer gt Left Center Right Edit text of corresponding title Margins gt Edit size of additional margin area Day List Display a list of all events on the current day Import from Outlook Import events and appointment data from Microsoft Outlook Add Holidays Add holidays from holiday file Reset Reminders Reset reminders that have been dismissed Reset Text Size Reset fonts scale to 1 0 See Zoom Toolbar Clear ALL Events Clear all events WARNING All data will be lost Install Icons Invoke Install Icons process Initial Settings Display Initial Settings dialog Backup gt Export planner to a unique yp file in the BAK folder Restore gt Restore planner from a yp file Window New Window Create a new Window View
16. g from where it can be safely uninstalled This is part of the Control Panel When YearPlanner is downloaded from the internet e Open the folder where you saved the distribution package e Run the distribution packing by double clicking on the file e Follow the on screen instructions You might need Administrator privileges to install programs on your computer Once installed YearPlanner can be started from the Start gt All Programs gt Y earPlanner menu Upgrading from earlier an version When you install a new version of YearPlanner on a machine that already has it installed it will ask you if you want to uninstall the exiting copy You should answer YES Then you must run the installation program again None of your data files or registration will be lost Requirements Wir Microsoft Windows 95 98 ME NT 2000 XP Operating System HE Windows What s Installed YearPlanner is usually installed to the folder e C Program Files C Software Y earPlanner The Following files are installed Icons exe Icon ZIP self extractor Info txt Text document End User License agreement PlannerTemplates ini Planner templates file Latest application information setup clg Install information Uninst exe Uninstallation application Holidays FOLDER Contains international holiday text files Examples FOLDER Contains example planner and data files Example Files A number of example planner and data files are created when YearP
17. g it to a new day click and hold To change the number of days of an event click it then drag the start or end selector To modify the details of an event double click on it To invoke a context menu right click on an item This section describes some of the basic concepts used by YearPlanner Files YearPlanner has two ways of organising its data C Software Page 14 of 31 C Software e The most straight forward data format is in a combined yp file In this format the appearance and events data is stored in a single file This can be copied or emailed and contains all the information necessary to reproduce your planner e You can also split the data that controls the appearance of you planner from the events data The advantage of this is that more than one planner can share the same events data In this case the only appearance information is stored in the yp file The events data is stored in a separate dat file This contains the times dates names and details of the events and appointments Views A Planner may consist of one or more views Each view shows events from the same data file but in a different Layout Theme or Layer The views are organised using tabs as illustrated by the following image Qamornstartion Data Kew To change view click on its tab The settings of a view can be modified from the View Properties dialog Themes The colours and fonts of the planner are
18. hare categories from other Layer Sets allowing common categories to be displayed in all views e g Holidays You can select if the specified category is shown on the Key Show on key When a category is selected in the Category list its associated Style and Image is shown on the right hand side of the dialog Style Image Group ico Style12 a The Auto button will automatically associate all the categories that do not yet have a style with an unused style A number of Actions is available ie e Add Add a new category e Remove Delete current category e Combine Merge selected categories into a single category e Purge Delete category AND all associated Events e Rebuild Rebuild category list based on the categories already defined in the Events Data A single Default category is associated with each Layer Set When a new event is created on a view it has automatically given the specified Default category of its Layer Set Default Mone a C Software Page 25 of 31 C Software Page 26 of 31 Editing Appointments C Software The basic start and end date of an Event can be modified by dragging the event on the Planner page See Interaction The details of an event or appointment are defined by the Events properties pages as described in the rest of this section This is called by double clicking on the Event or right clicking and selecting the Edit command Event Dia
19. ies to control which event appears first Left centre and right user definable multi line Titles Left centre and right user definable multi line Footers Left and right logo images User definable margin area New planner wizard Toolbars for common functions print save etc Page 3 of 31 Toolbar for zoom functions Acceleration keys and shortcuts for common functions National and religious holidays from over 40 countries Backup and restore functions Save as image e g GIF Save as PDF compatible Export View Import View Print and print Preview functions Copy Cut Paste events Undo Redo action 10 levels RIGHT CLICK items for context menus Double click to edit create new events Drag events to new dates Drag to extend move block events Drag to create multi day blocks General Options Show program on the task system tray or both Close program to tray Load program at start up Display dialog tips Reminders Global reminders option Individual event reminder Optional reminder sound Configurable reminder warning period Layers C Software Multiple categories for each event Layer sets to define view categories Category based colours and fonts Optional display of category as key item Add remove and rename category Combine multiple categories into one Purge remove events with selected category Page 4 of 31 Views e Multiple views of the same events data e Ind
20. ividual Theme Layout and Layer set e Automatic or manual planner start day e Optional shading of elapsed days e Optional TODAY indicator e Optional images display e Optional label styles Themes e Multiple user definable theme sets e Define planner background colours and fonts e Define event colours and fonts individual or category based Layouts e Define Calendar or Planner style e Control column type paper orientation and key position e Define start day of week e Define Week end days and hidden days e Control number of months 1 12 e Label options to Force each on a new line and Clip text to day area Events e Define subject short name location start and end time date or all day type of event e Recurrence Patterns o Daily every N days or weekday o Weekly every N weeks or selected days o Monthly day N of every N months o Monthly the Nth day of every N months o Yearly e g birthday o Yearly the Nth day of month e Appearance image image and text or image only e Appearance individual or category based e Narrow double or day width size blocks e Multi day events displayed as blocks Installation YearPlanner is installed using the standard Windows installation system so that it is fully in accordance with Windows operating rules and procedures By using the C Software Page 5 of 31 approved procedure YearPlanner appears in the Change or Remove Programs dialo
21. lanner is first installed They are copied to a folder in your Data directory called Examples e My Documents YearPlanner Data Examples C Software Page 6 of 31 They can be loaded viewed and modified by using the File gt Open command and browsing to this folder The main example is called demo yp It contains 4 views each showing a different layer set e All All categories e Home Home categories including holidays e Work Work categories including holidays e Holidays Holidays categories The example planers use their own data files so can be modified without affecting your events data or planner configuration How to purchase YearPlanner Registration C Software Our software is distributed and sold on a try before you buy basis You can download it from our website at www c software net Then it s as easy as 1 2 3 1 Download the software and put it on your own computer You don t pay anything yet 2 Install and try the software out for a period of time and see how you like it 3 After the trial period decide whether you want to keep the software If you decide to keep it you must purchase it However if you decide not to keep it just delete it from your system and pay nothing Once you have downloaded and installed your software you can use it for the duration of the trial period usually 30 days The trial version of the software has a number of restrictions e You cannot cha
22. log The main text attributes of an event are the Subject Short Name and Location When generating a label YearPlanner will use the Short Name if one is defined otherwise it will use the Subject text Subject Meeting Short Wane Location Ww The Event Dialog also defines the start date and end date If the All day event box is unchecked the event can also have a start time and end time Start Time o6 fo2 2005 0000 w IAI day event End Time oefozi2005 ow 23 59 Each event can have an individual reminder set for it Reminder 3 days al Sound chimes wavy 2a fe For the reminders to work YearPlanner should not be closed Instead it can be minimised to the system tray bottom right of the screen with an icon so that YearPlanner can determine when a reminder should be generated The Event Dialog also allows the event to be defined as a Recurrence event Recurrence F If this box is checked then the start and end information on this page is not used It is replaced by a text description of the recurrence pattern being used Recurrence Occurs every 10 weeks on Monday and Thursday effective 03 03 2005 In this case the start and end times are determined by settings on the Recurrence page The final edit box allows for general notes to be associated with the event The notes are multi line and are not restricted in size Page 27 of 31 Motes Don t Forget to check For updates at http iie c software net Recu
23. nge the title YearPlanner UNREGISTERED or footer Created with YearPlanner www c software net e There is a watermark in the printout UNREGISTERED e After 30 days you cannot add new events After the trial period you will still be able to view pages that you have created To get full unrestricted access to all the features you must purchase a registration key This can be done in one of two ways e Directly and securely from YearPlanner by clicking the Buy Now button on the About dialog box The registration key is automatically loaded and activated for you e From our eStore which will send you a registration key via email This must then be loaded into YearPlanner from the Activate command found on the Help menu C Software recognises that many individuals use more than one computer for example at home and at work In addition people buy new computers and need to transfer software from machine to machine Our licensing system is aimed at preventing genuine software piracy not irritating our customers For these reasons we welcome and encourage you to re use your serial number so you can make best use of our software The number of activations is limited 5 but if you genuinely need more then please contact us Page 7 of 31 Your serial number will be was sent to you in your original order confirmation email If you do not have direct access to the internet then you can select Manual Mode activation This will presen
24. odification that you make to a planner can be undone with a simple click of the Undo button or pressing ctrl z or if you want to re apply the change click the Redo button ctrl y Navigation a P bP The Navigation toolbar provides buttons to Reverse up to a year Reverse a month jump to Today Advance a month Advance up to a year The exact amount of advance depends on the number of months displayed on the page Zoom The Zoom toolbar provides buttons to magnify reduce select magnification increase text size decrease text size See Tools menu to reset Text Scale Miscellaneous gt F Properties Next Theme The Miscellaneous toolbar provides buttons to call up the Properties dialog or advance to the next Theme This section gives a brief description of each of the YearPlanner menus File e New Create a new planner Starts the New Planner wizard See Creating a New Planner e Open Open an exiting planner Starts a file browser e Close Close current planner e Save Save planner Starts a file browser e Save As Save planner as a different name Starts a file browser e Save as Image Saves the planner as an image file Page 10 of 31 C Software Save as PDF Save the planner as a PDF file aQ This requires the BCL easyPDF driver available from L http www bcltechnologies com for only 9 95 Export View Export the current view to a new file Only the Theme Layout Lay
25. om Outlook or when the category is removed via the Properties gt Layers page Note that these conditions can be combined e g Events with reminders AND Recurring events To disable Quick View at any time press F4 Page 13 of 31 Getting Started The first time you run YearPlanner one or more of the following operations might occur Interaction You will be presented with a dialog page of initial settings From here you can opt to install icons These are small images that can be associated with events on the planner page There are also a number of other initial settings see Initial Settings This dialog page will only appear automatically the first time that YearPlanner is run but it can be called up manually from the tools menu If you had a previous version of YearPlanner you will be asked if you wish to use your old settings and data These will be imported into YearPlanner without modifying the original files If you have not imported any old data the Create New Planner wizard is begun see Creating a New Planner This sets up the basic layout colours and layers of your planner The YearPlanner page is fully interactive using the following techniques Concepts A new event can be created by double clicking on a day To create a block you can drag click and hold to mark a start day and end day When you release the mouse button the Editing Planner Properties dialog appears To change the date of an event dra
26. parators to be defined e g P P Margins By default YearPlanner uses the whole of the printable area paper size An additional margin can be defined using the Margin dialog box Margins Left D00 cm Right 0 00 em Top 0 00 cm Bottom 0 00 cm These values are added to the margin defined by the printer s non printable area These values are added to the margin defined by the printers non printable area Layer Properties Layers are a powerful way to filter the events displayed in a particular view Each event can be assigned one or more category e g Holiday Vacation A layer is defined by a Layer Set which is a list of the categories which will be displayed when it is selected The name the Layer Set is controlled from the Layer Set combo box Layer Set All Categories w Mep C Software Page 24 of 31 From here you can add a new Layer Set delete a Layer Set or rename a Layer Set by typing a different name in the combo box Each Layer Set displays all the available categories the ones that are visible are ticked Category fv lt None gt F Bills M Birthday M Conferences I Holidays M Home E Outlook Personal M Presentations M Public Holidays M School M Sport Vacation Ay EF eel The list of Categories is the same for each Layer Set What is different is whether or not a category is enabled indicated by a tick Note that Layer Sets can s
27. rrence Pattern YearPlanner supports advanced recurrence patterns A recurrence pattern defines a sequence of events to repeat between two dates or indefinitely There are a large number of repetition patterns that can be defined The main patterns are daily weekly monthly and yearly annual Within these groups there are more detailed attributes which allows a great deal of flexibility The recurrence pattern can occur between andy user defined start and end time Event time Start ee w End 23 59 w Duration 1 day w The time span of the recurrence pattern can range from the daily to the yearly as described in the following sections Daily Recurrence pattern Daily O Weekly O Monthly O Yearly Every ti davis Every weekday Daily reminders can occur often or with a large interval e g every 28 days Weekly Recurrence pattern Daily Recur every week s on Weekly Monthly Monday Tuesday Wednesday Thursday hall O early Friday saturday Sunday Weekly reminders allow specific days or multiple days to be selected This pattern may then recur after any specified number of weeks C Software Page 28 of 31 C Software Monthly Recurrence pattern Daily O i Day A Weekly ag Monthly The First w Tuesday w ofevery 1 monthis O Yearly of every ee ranthis Monthly reminders can be used to select specific dates or days of
28. t you with a series of dialogs that will take you step by step through the process of activation C Software Page 8 of 31 User Interface YearPlanner has a standard Windows application interface with a menu a toolbar and a tabbed planner pages window This is illustrated by the following image k Demo yp AI a eee by De a Pe ee lt 7 pee eae a aaa ah ie fee 5 e File Edk 7 Mie jew Pli anner 7 Ir _ D i S z m 1 al Ln eee Pe a A Epes Seas reese rete a tee P E i 30 La o hew FEA Damo antrelive Date Key Barthes Mon Thursday 3 March 2005 Tue ox Presentation Dauble click to edit Wed ems _ Thu Fri Un hil On The Planner Pages window is presented in what Office applications calls Print Layout View This means that the window shows what would be produced if the page was printed This is traditionally called WYSIWYG What You See Is What You Get The Planner Page can be configured to numerous layouts themes colours and fonts and layers It is interactive allowing you to create modify and delete events and appointments C Software Page 9 of 31 Toolbars Menus C Software This section gives a brief description of each of the YearPlanner toolbars General The General Toolbar provides buttons to Print Create a New Event Delete an Event and enable disable Shade past events and days Undo Redo 7 Sida Any m
29. ted item and illustrates its current settings e Font The current font e Colours The current foreground and background colours e Transparent Categories only draw label with transparent background Note that even though some items do not require a font e g Border these can still be defined A Copy command is available which allows you to select the colours and fonts from another Theme to be copied to the current set General Functions zT C Software Page 22 of 31 C Software Layout Properties The layout of the planner page is completely configurable The user can define the style calendar or planner the columns the start day etc A number of pre defined layouts are created when YearPlanner is first installed The user can modify these layouts or can create entirely new ones The following image shows the layout configuration dialog The name the Layout is controlled from the Layout combo box From here you can add a new Layout delete a Layout or rename a Layout by typing a different name in the combo box Layout 12 Month Planner The first set of options controls how the planner is formatted Style Calendar Planner f Maw Columns A Days Months Orientation Portrait Lanscape Key None Top Bottom Left gt Right You can control which day is treated as the first day of the week which are the Weekend and which days are hidden Start Day Monday
30. the month Yearly Recurrence pattern Daily O Weekly i nes See Monthly The First w Tuesday is of March Yearly Every March fi These are annual events such as birthdays or anniversaries The start and end date of the recurrence is determined by its range Range of recurrence Start 03 03 2005 No end date Qend after io occurances Qendby p10212007 Appearance There are various attributes that can be applied to the appearance of an event The most fundamental influence on the appearance of an event depends on whether it lasts for more or less than a day Short events are displayed as text image and text or images only Long events are displayed as blocks with a label An Event can be forced to use the block format even if it is less than a day The Display As options determines how the label is displayed Display As Image and Text Image only O Text Only The Block Style option determines how the event is display when it extends beyond a single day The size can be Narrow Double or Full Width If the Force Block check box is selected then the event is always drawn as a block even if its duration is less than a day Page 29 of 31 Block Style Marro w Force Block The style of an event s text or image can either be individually defined or can be taken from the events associated categories Text Style Image Style Category Category Individual
31. views of the same calendar data can be defined The main objective of YearPlanner is to present long term events on a single page giving an instant and strategic picture of all events in both the immediate and distant future Benefits YearPlanner can be used whenever appointments and events need to be organised managed or presented Here are some of the many benefits that YearPlanner delivers e Never forget an import date appointment with YearPlanner alarms and recurring events YearPlanner can be minimised to the system tray and then will popup a reminders window with a definable sound and warning period e Produce attractive printed calendars and planners using one of the many fully customisable themes and layouts C Software Page 2 of 31 Features C Software Keep on top of your schedule YearPlanner is not just a calendar drawing tool It allows you to mange and organise your diary You can categorise events and use them to filter views and colourise labels Communicate and publicise your schedule YearPlanner s customisable output allows you to share important events either as a printed document or as a digital PDF file By including your organisation s logo and contact details on the YearPlanner output you can promote your organisation Produce content for your website The capability to produce digital output in the universal PDF format makes it easy to produce high quality calendar content for your website
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