The documentation from version 39.5.17 of PLANTA project can be found in the new PLANTA Online Help.
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Calendar MOD009AUC Access path PM Administration Master Data Calendar Information PLANTA supports the use of several calendars. In order to...
Cancel Approval per Budget Period MOD009BDT Access path Portfolio Management Administration Edit Approvals Cancel Approval per Budget Period Information...
Change Password Information Each user can change his or her password at any time. If a user has forgotten his or her password, it can be reset by a user...
Change Person ID MOD000365 !! New from DB 39.5.12 From DB Version 39.5.12, the 000365 Resource ID Change module has been renamed Change Person ID . If you use...
Change Planning Object Type Information Planning object type determines whether the present planning object is an idea, a proposal, a project, or a program...
Change Request MOD0099JV Access path Project panel Further... Change Request Project panel Change Request Information In the Change...
Change Request MOD009C8Z New from DB 39.5.0 Access path Program panel Further... Change Request Access path Program panel Change Request...
Change Requests MOD009CSA New from DB 39.5.10 Access path Portfolio panel Change Requests tab Information The Change Requests module provides...
Change Resource ID MOD000365 !! New from S 39.5.15 / DB 39.5.6 The documentation will follow shortly
Customizing of Charts Information In PLANTA project, interactive charts can be created, which possess the following advantages compared to Excel charts:....
Chart Templates MOD0099WW Up To DB 39.5.0 Description for versions DB 39.5.0 Access path Customizer Master Data Chart Templates Information...
Check Database Consistency MOD007213 From DB 39.5.0 RelationshipCheckMOD007213 Description for versions Access path Customizer Databases Check...
Check Module Variant Data MOD007158 Access path Customizer Module Customizer Check Module Variant Data Information In this module, the module...
Check Reported Hours MOD009ALI Access path PM Administration Special Editing Modules Check Reported Hours Multi Project Management Multi Project...
Check Reported Hours MOD009D2G New from DB 39.5.14 Access path Project panel (Proposal) panel Further ... Check Reported Hours Information...
Check Resource Structure MOD007054 Access path Project Administration Special Functions Data Maintenance Check Resource Structure Information...
Check Status Report Creation and Project Applications MOD009AHR Access path Project Management Administration Special Functions Check Status Report Creation...
Check Status Report Creation MOD009AHR Up to DB 39.5.0 From DB 39.5.0 this module has been renamed Check Status Report Creation and Project Applications . If you...
Check Summarized Availability MOD007055 Access path PM Administration Special Functions Data Maintenance Check Summarized Availability Information...
Checklists MOD0099E5 Access path PM Administration Master Data Checklists Information In this module, checklist templates are created and administrated...
Configure ClickOnce Deployment Information ClickOnce is the deployment technology of Microsoft for deploying (allocating) the native applications via the web...
Client Parameters Client Configuration Parameters Information The following parameters can be set in the command line or planta.ini All...
Client Registry Settings New from C 39.5.15 Information To prevent changing settings for Client by user, the possibility of adding and checking Windows registry...
Client Release Notes See also: Release Notes: Version Overview Release Notes of Individual Client Versions: C 39.5.28 / C 39.5.27 / C 39.5.26 / C 39.5....
Client Server RPC From C 39.5.14 and S 39.5.15 General Information RPC enables access to removed resources (procedures and functions), usually via a network...
Client Update New from C 39.5.0 Information Other than the server update, the update procedure from client 39.4 to 39.5 and from 39.5.x to 39.5.y is identical...
CLOB (Continuous Text) Continuous text fields (CLOBs) Creation procedure Create a data item with PPMS type CLOB, Class 19 in the Data Dictionary module...
Collective Creation of Status Reports Information In PLANTA project, it is possible to simultaneously create status reports for several projects in defined intervals...
Colors and Symbols Grouped MOD009D53!! New from DB 39.5.14 Access path Customizer Layout Objects Colors, Symbols, and Effects Colors, Symbols, and...
Colors MOD000852 Access path Customizer Layout Objects Colors, Symbols and Effects Colors Information When you open the module, all existing...
Compare Simulations MOD009D29 New from DB 39.5.14 Access path Portfolio panel Simulations Click on the Compare simulations button Information...
Complete Projects Information A project is complete when the project target is achieved. The project completion is the official end point of a project. Subsequently...
Completed Configurations MOD009CIP New from DB 39.5.9 ArchiveMOD009CIP Description for versions Access path PLANTA link role Interface Administration...
Completed Packets MOD009CEQ New from S 39.5.11 OverviewOfTheMigrationPacketsMOD009BWQ Description for versions MigrationPacketsMOD009BWQ Description...
Complex Module Constructions Notes In the case of complex modules, it is generally recommended that you create them in several steps and carry out an intermediate...
Message Compression PLANTA Server and PLANTA Client communicate via an XML protocol. As a result, a well defined interface is given, ensuring stable interoperability...
Configuration in Read Mode MOD009CIS New from DB 39.5.7 Access path PLANTA link role Interface Administration Completed Configurations Open configuration...
Configuration MOD009C35 New from S 39.5.4 Access path PLANTA link role Interface Configuration Configuration and Execution panel Configuration...
Configure Parameters MOD009CTJ New from DB 39.5.10 Access path PLANTA link role Web Interfaces Configuration panel Web Entities Configure transformer...
Configure Portfolio Status Report MOD009CAR New from DB 39.5.0 up to DB 39.5.9 Description for versions DB 39.5.9 Access path Portfolio Management...
Configure Trend Analysis MOD009BJL Access path Project panel Info Board Click on the https://wiki.planta.de/pub/CurrentEN/ConfigureTrendAnalysisMOD009BJL...
Conflict Management in Database Update !! New from DB 39.5.14 Information In database update, each individual customizing adjustment made to a standard object...
Conflicts for Table 030 MOD009D33 !! New from DB 39.5.14 Access path DB Update / ICOU Configuration Conflicts Click on the link in the area of the...
Conflicts for Table 031 MOD009D34 !! New from DB 39.5.14
Conflicts for Table 032 MOD009D35 !! New from DB 39.5.14
Conflicts for Table 033 MOD009D36 !! New from DB 39.5.14
Conflicts for Table 035 MOD009D37 !! New from DB 39.5.14
Conflicts for Table 036 MOD009D38 !! New from DB 39.5.14
Conflicts for Table 037 MOD009D39 !! New from DB 39.5.14
Conflicts for Table 320 MOD009D3A !! New from DB 39.5.14
Conflicts for Table 321 MOD009D3B !! New from DB 39.5.14
Conflicts for Table 333 MOD009D3C !! New from DB 39.5.14
Conflicts for Table 342 MOD009D3D !! New from DB 39.5.14
Conflicts for Table 343 MOD009D3E !! New from DB 39.5.14
Conflicts for Table 345 MOD009D3F !! New from DB 39.5.14
Conflicts for Table 346 MOD009D3G !! New from DB 39.5.14
Conflicts for Table 348 MOD009D3H !! New from DB 39.5.14
Conflicts for Table 390 MOD009D3I !! New from DB 39.5.14
Conflicts for Table 391 MOD009D3J !! New from DB 39.5.14
Conflicts for Table 392 MOD009D3K !! New from DB 39.5.14
Conflicts for Table 395 MOD009D3L !! New from DB 39.5.14
Conflicts for Table 396 MOD009D3M !! New from DB 39.5.14
Conflicts for Table 397 MOD009D3N !! New from DB 39.5.14
Conflicts for Table 404 MOD009D3O !! New from DB 39.5.14
Conflicts for Table 405 MOD009D3P !! New from DB 39.5.14
Conflicts for Table 406 MOD009D3Q !! New from DB 39.5.14
Conflicts for Table 407 MOD009D3R !! New from DB 39.5.14
Conflicts for Table 408 MOD009D3S !! New from DB 39.5.14
Conflicts for Table 409 MOD009D3T !! New from DB 39.5.14
Conflicts for Table 410 MOD009D3U !! New from DB 39.5.14
Conflicts for Table 411 MOD009D3V !! New from DB 39.5.14
Conflicts for Table 412 MOD009D3W !! New from DB 39.5.14
Conflicts for Table 414 MOD009D3X !! New from DB 39.5.14
Conflicts for Table 415 MOD009D3Y !! New from DB 39.5.14
Conflicts for Table 416 MOD009D3Z !! New from DB 39.5.14
Conflicts for Table 417 MOD009D40 !! New from DB 39.5.14
Conflicts for Table 419 MOD009D41 !! New from DB 39.5.14
Conflicts for Table 420 MOD009D42 !! New from DB 39.5.14
Conflicts for Table 421 MOD009D43 !! New from DB 39.5.14
Conflicts for Table 424 MOD009D44 !! New from DB 39.5.14
Conflicts for Table 425 MOD009D45 !! New from DB 39.5.14
Conflicts for Table 428 MOD009D46 !! New from DB 39.5.14
Conflicts for Table 429 MOD009D47 !! New from DB 39.5.14
Conflicts for Table 432 MOD009D48 !! New from DB 39.5.14
Conflicts for Table 433 MOD009D49 !! New from DB 39.5.14
Conflicts for Table 434 MOD009D4A !! New from DB 39.5.14
Conflicts for Table 435 MOD009D4B !! New from DB 39.5.14
Conflicts for Table 439 MOD009D4C !! New from DB 39.5.14
Conflicts for Table 440 MOD009D4D !! New from DB 39.5.14
Conflicts for Table 441 MOD009D4E !! New from DB 39.5.14
Conflicts for Table 444 MOD009D4F !! New from DB 39.5.14
Conflicts for Table 445 MOD009D4G !! New from DB 39.5.14
Conflicts for Table 447 MOD009D4H !! New from DB 39.5.14
Conflicts for Table 452 MOD009D4I !! New from DB 39.5.14
Conflicts for Table 453 MOD009D4J !! New from DB 39.5.14
Conflicts for Table 454 MOD009D4K !! New from DB 39.5.14
Conflicts for Table 456 MOD009D4L !! New from DB 39.5.14
Conflicts for Table 458 MOD009D4M !! New from DB 39.5.14
Conflicts for Table 500 MOD009D5N !! New from DB 39.5.14
Conflicts for Table 501 MOD009D5O !! New from DB 39.5.14
Conflicts for Table 502 MOD009D5P !! New from DB 39.5.14
Conflicts for Table 503 MOD009D5Q !! New from DB 39.5.14
Conflicts for Table 510 MOD009D4N !! New from DB 39.5.14
Conflicts for Table 512 MOD009D4O !! New from DB 39.5.14
Conflicts for Table 513 MOD009D4P !! New from DB 39.5.14
Conflicts for Table 514 MOD009D4Q !! New from DB 39.5.14
Conflicts for Table 515 MOD009D4R !! New from DB 39.5.14
Conflicts for Table 519 MOD009D4S !! New from DB 39.5.14
Conflicts for Table 520 MOD009D4T !! New from DB 39.5.14
Conflicts for Table 522 MOD009D4U !! New from DB 39.5.14
Conflicts for Table 581 MOD009D4V !! New from DB 39.5.14
Conflicts for Table 582 MOD009D4W !! New from DB 39.5.14
Conflicts MOD009D2P !! New from DB 39.5.14 Access path DB Update / ICOU Configuration Conflicts Information In this module, an overview of all...
Connection Settings Information The connection between client and server cannot be established if no server address was entered upon installing the client...
Context Menu Context Menu Command: Insert Information Define the following parameters for the data area which you want to contain this function in the module...
Controlling Reports MOD009CJQ New from DB 39.5.7 up to DB 39.5.10 Description for versions DB 39.5.10 Access path PM Administration Special...
Controlling Status Reports MOD009CJQ New from DB 39.5.10 ControllingReportsMOD009CJQ Description for versions Access path PM Administration Special...
Conversion Factors MOD0099E3 Access path PM Administration Master Data Cost Master Data panel Conversion Factors Information In the Conversion...
Copy Entire Project Structure MOD009BDW Access path PM Administration Special Editing Modules Copy Entire Project Structure Access path PM Administration...
Copy Schedule MOD0099J9 Access path Multi Project Management Project Planning New project Schedule Confirm the Is a schedule to be copied...
Costs, Budget, Benefit, and Revenues in PLANTA project From DB 39.5.0 CostBudgetPlanningUpToDB3950 Description for versions Basic Data Entry Information...
Cost and Budget Planning Up to DB 39.5.0 The following description applies to PLANTA project versions up to DB 39.5.0. If you use a PLANTA version DB 39.5....
Cost Centers MOD0099E0 Access path PM Administration Master Data Cost Master Data panel Cost Centers Information Some companies have complex...
Cost and Budget Planning Objective Due to cost planning, costs and revenues caused by the project should be planned and calculated. Information In PLANTA...
Cost Posting MOD009ALO New from DB 39.5.2 MaterialCostPostingMOD009ALO Description for versions Access path PM Administration Special Editing...
Cost Reports MOD0099NM Access path Project (Idea, Proposal) panel Budget Cost Reports link in the header area of the module Cost Reports...
Cost Trend Analysis MOD0099N1 Access path Project panel (Idea, Proposal) Budget Cost Reports link in the header area of the module Cost Reports...
Cost Type Groups MOD0099DZ Up to DB 39.5.0 Description for versions DB 39.5.0 Access path PM Administration Master Data Cost Master Data...
Cost Type Groups MOD009BQD New from DB 39.5.0 CostTypeGroupsMOD0099DZ Description for versions Access path PM Administration Master Data Cost...
Cost Types MOD009AWF Up to DB 39.5.0 Description for versions DB 39.5.0 Access path PM Administration Master Data Cost Master Data...
Cost Types MOD009BQE New from DB 39.5.0 CostTypesMOD009BQE Description for versions Access path PM Administration Master Data Cost Master...
Costs and Revenues per Month MOD0099Q6 Access path Multi Project Management Reports Cost Overviews panel Costs and Revenues per Month Project...
Costs and Revenues Total of the Project MOD009AJ5 !! New from DB 39.5.2 TotalCostsAndRevenuesOfTheProjectMOD009AJ5 Description for versions Access path...
Costs by Cost Type Groups MOD009ALZ Access path Multi Project Management Multi Project Management Cost Overviews Costs by Cost Type Groups...
Costs by Cost Type Groups MOD009BRG New from DB 39.5.0 CostsByCostTypeGroupsMOD009ALZ Description for versions Access path Multi Project Management...
Costs by Cost Type Groups/Month MOD009CAC New from DB 39.5.0 Access path Multi Project Management Reports Cost Overviews panel Costs by Costs...
Costs by Cost Types / Month MOD0099PS Access path Multi Project Management Reports Cost Overviews panel Costs by Costs Type Groups/Month...
Create Data Items MOD009CY6 New from DB 39.5.11 Access path Customizer System Customizer Data Dictionary Selecting a data table Click on the Create...
Create, Edit, and Delete Links Information Links are dependencies between tasks that (can) have an effect on the calculated dates. PLANTA project distinguishes...
Workflow: Create Portfolio Status Report Version overview
Workflow: Create Portfolio Status Report From DB 39.5.10 Please note The following workflow applies to database versions starting from 39.5.10. The following...
Workflow: Create Portfolio Status Report DB 39.5.9 Please note The following workflow applies to the database version 39.5.9. The following table contains...
Workflow: Create Portfolio Status Report !! Up to DB 39.5.9 Please note The following workflow applies to database versions up to 39.5.9. The following...
Tutorial: Create Portfolio Version overview
Create Portfolio (Tutorial) From DB 39.5.10 Please note The following description applies to the database versions DB 39.5.10 to DB 39.5.12. For links...
Create Portfolio (Tutorial) DB 39.5.13 Please note The following description applies to the 39.5.13 database version. For links to the descriptions of...
Create Portfolio (Tutorial) From DB 39.5.14 Please note The following description applies to the 39.5.14 database version. For links to the descriptions...
Create Portfolio (Tutorial) From DB 39.5.15 Please note The following description applies to PLANTA versions DB 39.5.15. For links to the descriptions...
Create Portfolio Up to DB 39.5.10 Please note The following description applies to the database versions up to 39.5.10. For links to the descriptions of...
Create Project Attention In PLANTA project , only users with multi project manager, multi portfolio manager, or multi project/request manager rights are authorized...
Create SAP WBS Elements MOD009CQW!New from DB 39.5.9 Access path PM Administration Special Functions Create SAP WBS Elements Information The administration...
Create Todo Item MOD009D1S
Create Yearly Tranche MOD009D5U !! New from DB 39.5.14 Access path Project (Proposal) panel Budget Insert yearly tranche button Information This...
Create Yearly Tranche MOD009D5X !! New from DB 39.5.14 Access path Portfolio Management Multi Portfolio Board Portfolios Click on the ID of the...
Credential Manager Description The password required for login can be deposited in the Windows Manager. As a result, the password is saved in encrypted...
Critical Projects MOD009AIR Access path Multi Project Management Reports Project Overviews panel Critical Projects Project Management...
Cross Release Packets MOD009CEP New from s 39.5.17 SpecialFunctionsMOD009CEP Description for versions Access path Customizer Migration Migration...
CU Exchange !! Up to S 39.5.12 CustomizingDeployment Description of versions Requirements On the system on which the CU exchange is performed (usually...
Currencies and Exchange Rates MOD009B5P Access path Customizer System Customizer Currencues and Exchange Rates Information In this module, currencies...
Customize Actions Infomation Below you will find an overview of the settings to be made on the respective data items, so that different actions can be carried...
Customize Budget/Cost Modules with n Cost Type Groups New Data Model Information With database status 39.5, the restriction to five cost type groups is canceled...
Automatic System Customizing Check Information Users, for which the customizer rights parameter is activated receive the Problems in System Customizing dialog...
Customizing Data Fields Information Here, you find a list of all topics with customizing data field description grouped by data tables.
Customer Customizing Deployment !! From S 39.5.12 CuExchange Description dor versions Information The customizing delivery procedure serves to roll...
Customizing Documentation Category Explanation General information on the PLANTA customizer Here, important introductory information on PLANTA customizer...
Customizing Examples Overwrite menu items with Python functions from ppms import ppms from ppms.module subclasses.base class import Base from ppms.constants import...
Customizing Examples for Interfaces Customize Individual System Check Class (from DB 39.5.7) Task Customize an individual check class The class is supposed...
Customizing FAQ General What is Python? Python is a programming language that allows for multiple programming paradigms. It supports oriented, oriented, and functional...
Customizing Functions Topic Explanation Customize Actions Customize different actions on data fields, e.g. links, buttons, etc Traffic light customizing...
Customizing Modules User Menu of the Customizer Role Master Data Charts Date Listboxes Dialog Messages Assignment of Print Areas...
Customizing Preview Data Fields Information There are 3 different types of preview fields: for colors for symbols for formats Preview...
Customizing Rules Note This topic contains Don`t Dos: They must not be used for customizing in PLANTA project since they can lead to (severe) errors...
Customizing Rules and Examples Topic Description Customizing Rules Describes rules and Don`t Dos that have to be considered while customizing Customizing...
Customize Scale Areas Information By using a scale area, scale fields can be summarized. Scale areas always have to be customized above data areas with...
Scale Object Customizing Information In modules, the scale must always be customized above the corresponding scale objects. Time Scale Information Time...
Customize the Further... Module New from DB 39.5.9 Information The Further... module is a summarization of the modules that are required to edit a...
Customizing Update Objective The customizing update serves to deliver the current PLANTA standard customizing and its integration in a development system. A.o., the...
Customizing Workflows ModuleWorkflowLevel1Tutorial ModuleWorkflowLevel2Tutorial ModuleWorkflowLevel3Tutorial
Customizing Workflows (Tutorials) Topic New/Updates Explanation Administration Workflow (Tutorial) How to create employees as persons, users,...
Cycle Search MOD000112 Access path Project Administration Special Functions Volume Parameters Cycle Search Information In the Cycle Search...
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