The documentation from version 39.5.17 of PLANTA project can be found in the new PLANTA Online Help
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User Workflows (Tutorials)
PLANTA project Tutorials
From DB 39.5.15
| Target group | Topic | New/updated | Description target group + content | |
|---|---|---|---|---|
| Prospective customers |
|
Project Creation and Planning (light) | Quick, concise overview of the PLANTA software. Creation, outline planning of a project, planning of resources, time recording. |
|
| Users (per role) | ||||
| Project team members | ||||
| Program Operation (light) | Operation of the PLANTA software: Program surface, editing data, working with the documentation/online help. | |||
| Team Member Functions | Most important operation functions of PLANTA project and employee information: work reporting, vacation planning, etc. | |||
| Project managers and multi-project managers | ||||
| Program Operation (extended) | Operation of the PLANTA software: Program surface, editing data, working with the documentation/online help. | |||
| Project Creation and Planning | Creation and detailed planning of projects, resource planning, reporting, etc. | |||
| Project Budgeting | Budget application and approval | |||
| Schedule Structuring | Structuring the tasks of a planning object in a tabular or graphic way in the schedule | |||
| Resource Planning | NEW | Resource planning with PLANTA project | ||
| Project Planning with Process Model | Creation and detailed planning of projects with process models | |||
| Portfolio managers | ||||
| Portfolio Planning | Creation and evaluation of a new project proposal and its inclusion into the portfolio | |||
| Portfolio Status Report Creation | Creation of a new portfolio status report | |||
| Resource Planning with PLANTA project and PLANTA portfolio | NEW | Resource planning and simulation with PLANTA project and PLANTA portfolio | ||
| Administrators | ||||
| User Data Workflow | Creation of employee data (persons, users, resources) |
From DB 39.5.14
| Target group | Topic | New/updated | Description target group + content | |
|---|---|---|---|---|
| Prospective customers | Project Workflow light | NEW | Quick, concise overview of the PLANTA software. Creation, outline planning of a project, planning of resources, time recording. | |
| Users (per role) | ||||
| Project team members | Program Operation light | NEW | Operation of the PLANTA software: Program surface, editing data, working with the documentation/online help. | |
| Project Team Member Workflow | Most important operation functions of PLANTA project and employee information: work reporting, vacation planning, etc. | |||
| Project managers and multi-project managers | Program Operation extended | NEW | Operation of the PLANTA software: Program surface, editing data, working with the documentation/online help. | |
| Project Workflow | Creation and detailed planning of projects, resource planning, reporting, etc. | |||
| Schedule Structure | Structuring the tasks of a planning object in a tabular or graphic way in the schedule | |||
| Budget Workflow | Budget application and approval | |||
| Project Process Model Workflow | Creation and detailed planning of projects with process models | |||
| Portfolio managers | Portfolio Workflow | Creation and evaluation of a new project proposal and its inclusion into the portfolio | ||
| Portfolio Status Report Workflow | Creation of a new portfolio status report | |||
| Administrators | ||||
| User Data Workflow | Creation of employee data (persons, users, resources) |
From DB 39.5.13
| Target group | Topic | New/updated | Description target group + content |
|---|---|---|---|
| Users (per role) | |||
| Project Team Member Workflow | Project team members: Most important operation functions of PLANTA project and employee information: work reporting, vacation planning, etc. | ||
| Project Workflow | Project managers and multi-project managers: Creation and detailed planning of projects, resource planning, reporting, etc. | ||
| Schedule Structure | NEW | Project managers: Structuring the tasks of a planning object in a tabular or graphic way in the schedule | |
| Budget Workflow | Project managers and multi-project managers: Budget application and approval | ||
| Project Process Model Workflow | Project managers: Creation and detailed planning of projects with process models | ||
| Portfolio Workflow | Portfolio managers: Creation and evaluation of a new project proposal and its inclusion into the portfolio | ||
| Portfolio Status Report Workflow | Portfolio managers: Creation of a new portfolio status report | ||
| Administrators | |||
| User Data Workflow | Creation of employee data (persons, users, resources) |
From DB 39.5.10
| Target group | Topic | Description target group + content |
|---|---|---|
| Users (per role) | ||
| Project Team Member Workflow | Project team members: Most important operation functions of PLANTA project and employee information: work reporting, vacation planning, etc. | |
| Project Workflow | Project managers and multi-project managers: Creation and detailed planning of projects, resource planning, reporting, etc. | |
| Budget Workflow | Project managers and multi-project managers: Budget application and approval | |
| Project Process Model Workflow | Project managers: Creation and detailed planning of projects with process models | |
| Portfolio Workflow | Portfolio managers: Creation and evaluation of a new project proposal and its inclusion into the portfolio | |
| Portfolio Status Report Workflow | Portfolio managers: Creation of a new portfolio status report | |
| Administrators | ||
| User Data Workflow | Creation of employee data (persons, users, resources) |
From DB 39.5.9
| Target group | Topic | Description target group + content |
|---|---|---|
| Users (per role) | ||
| Project Team Member Workflow | Project team members: Most important operation functions of PLANTA project and employee information: work reporting, vacation planning, etc. | |
| Project Workflow | Project managers and multi-project managers: Creation and detailed planning of projects, resource planning, reporting, etc. | |
| Budget Workflow | Project managers and multi-project managers: Budget application and approval | |
| Project Process Model Workflow | Project managers: Creation and detailed planning of projects with process models | |
| Portfolio Workflow | Portfolio managers: Creation and evaluation of a new project proposal and its inclusion into the portfolio | |
| Portfolio Status Report Workflow | Portfolio managers: Creation of a new portfolio status report | |
| Administrators | ||
| User Data Workflow | Creation of employee data (persons, users, resources) |
From DB 39.5.7
| Target group | Topic | Description target group + content |
|---|---|---|
| Users (per role) | ||
| Project Team Member Workflow | Project team members: Most important operation functions of PLANTA project and employee information: work reporting, vacation planning, etc. | |
| Project Workflow | Project managers and multi-project managers: Creation and detailed planning of projects, resource planning, reporting, etc. | |
| Budget Workflow | Project managers and multi-project managers: Budget application and approval | |
| Project Process Model Workflow | Project managers: Creation and detailed planning of projects with process models | |
| Portfolio Workflow | Portfolio managers: Creation and evaluation of a new project proposal and its inclusion into the portfolio | |
| Portfolio Status Report Workflow | Portfolio managers: Creation of a new portfolio status report | |
| Administrators | ||
| User Data Workflow | Creation of employee data (persons, users, resources) |
From DB 39.5.0
| Target group | Topic | Description target group + content |
|---|---|---|
| Users (per role) | ||
| Project Team Member Workflow | Project team members: Most important operation functions of PLANTA project and employee information: work reporting, vacation planning, etc. | |
| Project Workflow | Project managers and multi-project managers: Creation and detailed planning of projects, resource planning, reporting, etc. | |
| Budget Workflow NEW | Project managers and multi-project managers: Budget application and approval | |
| Project Process Model Workflow | Project managers: Creation and detailed planning of projects with process models | |
| Portfolio Workflow NEW | Portfolio managers: Creation and evaluation of a new project proposal and its inclusion into the portfolio | |
| Portfolio Status Report Workflow NEW | Portfolio managers: Creation of a new portfolio status report | |
| Administrators | ||
| User Data Workflow | Creation of employee data (persons, users, resources) |
Up to DB 39.5.0
| Target group | Topic | Description target group + content |
|---|---|---|
| Users (per role) | ||
| Project Team Member Workflow | Project team members: Most important operation functions of PLANTA project and employee information: work reporting, vacation planning, etc. | |
| Project Workflow | Project managers and multi-project managers: Creation and detailed planning of projects, resource planning, reporting, etc. | |
| Project Process Model Workflow from S 39.5.13 |
Project managers: Creation and detailed planning of projects with process models | |
| Project Process Model Workflow up to S 39.5.13 |
Project managers: Creation and detailed planning of projects with process models | |
| Administrators | ||
| User Data Workflow | Creation of employee data (persons, users, resources) |
Tutorials for PLANTA project Integration
From DB 39.5.16
| Topic | New/Updates | Explanation |
|---|---|---|
| Plan and Control Projects with PLANTA project and Jira | Planning and implementation of a project with PLANTA project and Jira: Synchronization of individual tasks from PLANTA project to Jira, todo item allocation and time recording in Jira, etc. | |
| Plan and Control Projects with (PLANTA Hybrid (PLANTA project and PLANTA pulse ) | Planning and Controlling a project using the PLANTA hybrid method: Synchronization of individual tasks from PLANTA project to PLANTA pulse, detailed task planning in PLANTA pulse, etc. | |
| Working time recording in PLANTA Hybrid | NEW | Recording of working times when using the PLANTA hybrid method. |
From DB 39.5.15
| Topic | New/Updates | Explanation |
|---|---|---|
| Plan and Control Projects with PLANTA project and Jira | Planning and implementation of a project using PLANTA project and Jira: Synchronization of individual tasks from PLANTA project to Jira, todo item allocation and time recording in Jira, etc. | |
| Plan and Control Projects with PLANTA Hybrid (PLANTA project and PLANTA pulse ) | Planning and implementation of a project using the PLANTA hybrid method: Synchronization of individual tasks from PLANTA project to PLANTA pulse, detailed task planning in PLANTA pulse, etc. |
From DB 39.5.14
| Topic | Explanation |
|---|---|
| Plan and Control Projects with PLANTA project and PLANTA pulse | Planning and implementation of a project using the PLANTA hybrid method: Synchronization of individual tasks from PLANTA project to PLANTA pulse, detailed task planning in PLANTA pulse, etc. |
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