The documentation from version 39.5.17 of PLANTA project can be found in the new PLANTA Online Help

CurrentEN Web>UserDocumentation>UserModules>PanelProposal

Proposal Panel

Access path 1: Open the panel in order to have a look at or make changes to an existing proposal.

Click on the ID of the requested idea in various modules (e.g. My Planning Objects).

Access path 2: Open the panel in order to create a new proposal. As a result, the empty Proposal Core Data module is opened, in which the basic data of a new proposal can be created.

From DB 39.5.13

Employee Ideas and Proposals New proposal link
Project Management Planning New proposal link
Portfolio Management NEW Create Planning Objects New proposal link
Portfolio Management NEW Planning and Reports Planning Objects with Bubble Charts Proposals New proposal button
Portfolio Management NEW Planning and Reports Planning objects grouped Create planning object in the Proposal dialog window button

From DB 39.5.9

Employee Ideas and Proposals New proposal link
Multi-Project Management Multi-Project Management New proposal link
Project Management NEW Planning New proposal link
Portfolio Management Initial Data New proposal link
Portfolio Management Initial Data Projects, Proposals, Ideas, and Programs Proposals New Proposal button
Portfolio Management Initial Data Overview by type Create new button in the Proposal dialog window button

From DB 39.5.7

NEW Mitarbeiter Ideas and Proposals New Proposal
Multi-Project Management Multi-Project Management New Proposal
Project Management Project Management New Proposal
Portfolio Management Initial Data New Proposal
Portfolio Management Initial Data Projects, Proposals, Ideas, and Programs Proposals New Proposal button
Portfolio Management Initial Data Overview by type Create new button in the Proposal dialog window button

Up to DB 39.5.7

Information

The Proposal panel contains editing modules and information concerning the selected or newly created proposal.
Whether the data can only be displayed or whether they can be edited as well depends on the user’s access rights.
It is possible to open the panel for the purpose of creating a new idea if the user possesses the role with the respective modules.

Modules of the panel