Video Tutorials Videos on How to Operate PLANTA project Data via Drag Drop / Unmark Data and Move Data Records Columns in a Module Module Variants Data Records...
DT411 Data Field DI000213 DI ID of the data item DI002060 Data item Name of the data item. This name is displayed as a data field heading in the modules. Note...
DT466 Resource Assignment DI001410 Planned effort Planned effort of the resource assignment (in resource units). For the revenue and cost resources, the respective...
CurrentEN Web Preferences te The following settings are web preferences of the CurrentEN web. These preferences overwrite the site level preferences in...
DT401 Model Parameters DI000001 License License number of the software DI000065 System title In this field, the system name is displayed/entered. The parameter...
Administer Mapping Function MOD009CXZ New from DB 39.5.11 Access path PLANTA link role Interface Administration Administer Mapping Functions Information...
Reverse Postings Information A reverse posting is a posting which cancels out another posting. I.e. a reverse posting is identical with the original posting...
.. Edit Gantt Chart Information In PLANTA project, schedules can be edited in tabular view by entering the corresponding fields as well as in graphical view...
User FAQ General What is the meaning of the two numbers in the Number of data records: x (y processed) status message? The first number (x) represents the...
Scale Object Customizing Information In modules, the scale must always be customized above the corresponding scale objects. Time Scale Information Time...
Work Breakdown Structure Information In PLANTA project, work breakdown structure means a project plan in which tasks are structured hierarchically. Not to...
Relations and Customizing of Structures Note Customizing of structures must not be confused with customizing of structure displays. For structure display...
Project Core Data MOD0099JB Access path Project panel Project Core Data Information In this module, the most important data and parameters are created...
General Menu Items Information The menu item structure in the menu bar and the toolbar is user dependent. The menu item structure in the menu bar or in...
Error Treatment Information If an error occurs while working with PLANTA project, please proceed as follows: Go to the Known Issues page in the PLANTA...
DT410 Data area DI000198 DA ID of the data area. Automatically incrementing number which is formed of the license number and a continuous counter. DI028206 Layout...
Customizing FAQ General What is Python? Python is a programming language that allows for multiple programming paradigms. It supports oriented, oriented, and functional...
Working Time Recording Information This topic provides an overview of all options and positions for working time recording in PLANTA project. For the exact description...
Technical Documentation General information The PLANTA server component uses the Java platform in substantial parts. Some of the libraries used here...
Master Data Entry Attention Since master data entry includes the deletion of particular demo data which was automatically installed in the installation process...
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...
Costs, Budget, Benefit, and Revenues in PLANTA project From DB 39.5.0 CostBudgetPlanningUpToDB3950 Description for versions Basic Data Entry 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...
Assign Planning Objects to the Portfolio MOD009BBC!! New from DB 39.5.3 AssignProjectsIdeasOrProposalsMOD009BBC Description for versions Access path...
News Since 08/04/2021 the new stable 3 version for C 39.5.28 is available. Go to the C 39.5.28 release notes Release Notes Information The release notes apply...
Tutorial: Web Based Time Recording with PLANTA Hybrid From DB 39.5.16 Note The following description applies to desktop versions . Introduction Objective...
PLANTA Hybrid Workflow DB 39.5.14 Please note The following workflow applies to the database version 39.5.14. The following table contains links to the...
PLANTA Hybrid Workflow From DB 39.5.15 Please note The following workflow applies to database versions starting from 39.5.15. The following table contains...
Jira Workflow From DB 39.5.15 Introduction Objective of this tutorial To teach first time users how PLANTA project and Jira can be used together to combine...
Module Workflow: Level 2 (Tutorial) !! From DB 39.5.14 Please note This tutorial applies to PLANTA database versions 39.5.14 and later. For links to the...
Module Workflow: Level 2 (Tutorial) !! Up to DB 39.5.14 Please note This tutorial applies to PLANTA database versions up to 39.5.14. For links to the descriptions...
Module Workflow: Level 1 (Tutorial) !! From DB 39.5.14 Please note This tutorial applies to PLANTA database versions 39.5.14 and later. For links to the...
Module Workflow: Level 1 (Tutorial) !! Up to DB 39.5.14 Please note This tutorial applies to PLANTA database versions up to 39.5.14. For links to the descriptions...
User Data Workflow (Tutorial) Up to DB 39.5.0 Please note The following tutorial applies to PLANTA versions up to DB 39.5.0. The following table contains...
User Data Workflow (Tutorial) From DB 39.5.0 Please note The following tutorial applies to PLANTA versions DB 39.5.0 to DB 39.5.12. The following table...
User Data Workflow (Tutorial) DB 39.5.13 Please note The following tutorial applies to the PLANTA versions 39.5.13. The following table contains links...
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...
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...
Budget Workflow Examples From DB 39.5.0 up to DB 39.5.6 Please note The following workflow applies to database versions 39.5.0 to 39.5.6. The following...
Budget Workflow Examples DB 39.5.7 DB 39.5.13 Please note The following workflow applies to database versions 39.5.17 to 39.5.13. The following table...
Budget Workflow Examples From DB 39.5.14 Please note The following workflow applies to database versions 39.5.14 and higher. The following table contains...
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 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...
Project Workflow (Tutorial) From DB 39.5.0 Please note The following workflow applies to database versions starting from 39.5.0 to 39.5.6. The following...
Project Team Member Workflow (Tutorial) up to DB 39.5.0 Please note The following workflow applies to database versions up tp 39.5.0. The following table...
Project Team Member Workflow (Tutorial) from DB 39.5.0 Please note The following workflow applies to database versions 39.5.0 to 39.5.6. The following table...
Project Team Member Workflow (Tutorial) from DB 39.5.7 Please note The following workflow applies to database versions 39.5.7 to 39.5.12. The following...
Project Team Member Workflow (Tutorial) DB 39.5.13 Please note The following workflow applies to the 39.5.13 database version. The following table contains...
Project Workflow (Tutorial) !! Up to DB 39.5.0 Please note The following workflow applies to database versions up to 39.5.0. The following table contains...
Project Workflow (Tutorial) !! From DB 39.5.7 Please note The following workflow applies to database versions 39.5.7 to 39.5.12. The following table contains...
Project Workflow (Tutorial) DB 39.5.13 Please note The following workflow applies to database versions starting from 39.5.13. The following table contains...
Project Workflow (Tutorial) DB 39.5.14 Please note The following workflow applies to database version 39.5.14. The following table contains links to the...
Working with Process Models (Tutorial) Up to DB 39.5.0 and S 39.5.13 Please note The description in this topic applies to PLANTA project versions Introduction...
Working with Process Models (Tutorial) Up to DB 39.5.0 but from S 39.5.13 Please note The description in this topic applies to PLANTA project versions S...
Working with the Process Model (Tutorial) From DB 39.5.0 Please note The description in this topic applies to PLANTA project versions from DB 39.5.0 to 39....
Working with the Process Model (Tutorial) From DB 39.5.7 Please note The description in this topic applies to PLANTA project versions from DB 39.5.7 to 39....
Working with the Process Model (Tutorial) DB 39.5.13 Please note The description in this topic applies to PLANTA project version DB 39.5.13. The following...
Working with the Process Model (Tutorial) DB 39.5.14 Please note The description in this topic applies to PLANTA project version DB 39.5.14. The following...
User Data Workflow (Tutorial) From DB 39.5.14 Please note The following tutorial applies to PLANTA versions 39.5.14. The following table contains links...
Tutorial: Resource Planning and Simulation with PLANTA project and PLANTA portfolio From DB 39.5.15 Resource Planning without PLANTA portfolio Introduction...
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...
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...
Working with the Process Model (Tutorial) From DB 39.5.15 Please note The description in this topic applies to PLANTA project versions from DB 39.5.15....
Tutorial: Resource Planning with PLANTA project From DB 39.5.15 Resource Planning with PLANTA project and PLANTA portfolio Introduction Objective of this...
Tutorial: Structure Tasks From DB 39.5.13 Objective This tutorial is intended to show first time users how to structure tasks in PLANTA project . Please note...
Tutorial: Project Workflow (Light) From DB 39.5.14 Please note: The following description applies to database versions 39.5.14 and later. Introduction Information...
Project Workflow (Tutorial) From DB 39.5.15 Please note The following workflow applies to database versions starting from 39.5.15. The following table...
Tutorial: Operation of the PLANTA Software From DB 39.5.14 Objective of this tutorial To introduce first time users to the elements of the PLANTA surface and...
Project Team Member Workflow (Tutorial) From DB 39.5.14 Please note The following workflow applies to database versions starting from 39.5.14. The following...
Tutorial: Operation of the PLANTA Software (Light) From DB 39.5.14 Objective of this tutorial To introduce first time users to the elements of the PLANTA surface...
Workflow Versions This topic contains the version table of the individual User Workflows and serves as an include source. JiraTutorial go to further tutorials...
Program Status Report MOD009C98 New from DB 39.5.0 Access path Program panel Status Click on the link in the Report field of the required status report...
Exits Information If a reference to another data table (external ID) exists in a data table, attributes of this relation can be fetched into this data table...
Time Recording in PLANTA Hybrid Information This topic describes the time recording options available when using the hybrid planning method with PLANTA project...
See also: Release Notes: Version Overview Release Notes: all Database Versions Release Notes of individual database versions: Version DB 39.5.11 Attention...
Python API Reference Information In PLANTA project, Python 3.3.2 is used. In case a result of a method or function call could not be retrieved or did...
Jira Interfaces MOD009D6N New from DB 39.5.15 up to DB 39.5.16 From DB version 39.5.16, the Jira Interfaces module is no longer used. Access path PLANTA...
HQL General Information HQL ( Hibernate Query Language ) is a query language, with the help of which you can directly address classes and objects without having...
DT835 Budget/Costs/Benefit per Year/Report DI029230 Project ID Technical ID of the project. It is generated automatically when the project is created. Unlike the...
See also: Release Notes: Version Overview Release Notes: all Database Versions Release Notes of individual database versions: Version C 39.5.28 Stable 3...
Create SAP WBS Elements MOD009CQW!New from DB 39.5.9 Access path PM Administration Special Functions Create SAP WBS Elements Information The administration...
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 Functions Topic Explanation Customize Actions Customize different actions on data fields, e.g. links, buttons, etc Traffic light customizing...
Further... MOD009CRL !! New from DB 39.5.9 Access path Panel Program Further... Module Variants Base Modules are listed which are not loaded by default...
Message Compression PLANTA Server and PLANTA Client communicate via an XML protocol. As a result, a well defined interface is given, ensuring stable interoperability...
SAP RFC Interface Information The following description is relevant for you if you want to use the PLANTA SAP interface, which can be realized on the basis of...
DT595 Web Request From DB 39.5.10 DI064679 Name (Exit) Name of the web interface DI064712 Executed on Date on which the web interface was opened DI064713 Calendar...
DT593 Web Attribute From DB 39.5.10 DI065869 Mandatory field PUT Specifies whether it is an obligatory attribute for a PUT request. If an attribute is declared...
DT566 Employee Pool New from S 39.5.4 Notes The data items contained in DT566 Employee Pool (except the UUID , Interface configuration , Status , and...
DT405 Module DI000123 MOD ID of the module: automatically incrementing number which is formed of the license number and a continuous counter DI001588 Module The...
Web Interface Library Implementations Attendance Information Supports GET/POST/PUT/DELETE Enables interaction with attendance records. AvailableImplementations...
Change Module Variants via the Customizer Information Below you will find the description of editing options for module variants for users who possess customizing...
General Information on Web Interfaces Information A web interface defines the endpoint at which you can interact with PLANTA. Web interfaces can be created...
DT467 Resource DI001218 Resource ID ID (code) of the resource DI001218 Resource ID (code) of the resource DI001275 Resource Name of the resource Details When...
DT406 Module/data area DI000969 DA ID of the data area DI041421 DT ID of the data table of the data area Details In the standard, this field is customized...
DT400 Miscellaneous Objects Data table 400 summarizes data items which are used to map special customizing objects, e.g. buttons, linkage routes, etc. DI057574...
send email The send email module provides classes for sending emails from Jython. The code sets the charset of the mail to utf 8 automatically when non ascii...
exception The exception module defines exceptions thrown by the utilities package Classes PojoSaveFailedException Methods Function Parameters Return...
Use PLANTA project with Jira go to the tutorial go to the overview of the documentation for integration with Jira Synchronization from PLANTA project to...
PLANTA secure New from S 39.5.22 Information PLANTA secure provides a high security standard using the two factor authentication (2FA) as recommended by the...
PLANTA customizer General Information General Customizing Information Information The PLANTA customizer allows PPMS to be structured to represent processes...
User Data Fields Information Below you find an automatically created list of all data table topics from the User area. These topics contain a description of...
Conflict Management in Database Update !! New from DB 39.5.14 Information In database update, each individual customizing adjustment made to a standard object...
Technical FAQ How can I find out which release/version is used? Check the server, client and database version. To do so, start the client and log on. press...
Update Server 39.5.x (Venus) to 39.5.y (Venus) Information This topic provides a description of the technical procedure for the PLANTA server update which is...
Update of PLANTA project General Information Information This topic is a parent center for all further descriptions concerning the installation of PLANTA project...
Process Based Architecture New from S 39.5.16 Information Between server versions S39.5.0 and S39.5.16, a multithreaded approach was used in the architecture...
DT476 Conversion Factor Item DI000341 Conversion factor ID of the conversion factor Note In user modules, the respective data field is hidden by default and...
Checklists MOD0099E5 Access path PM Administration Master Data Checklists Information In this module, checklist templates are created and administrated...
Tutorials for PLANTA project Integration Topic New/Updates Explanation Plan and Control Projects with PLANTA project and Jira Planning and implementation...
Variables Information Variables are values which are changed by PLANTA software dependent on conditions and operations. Variables may be permanently programmed...
See also: Release Notes: Version Overview Release Notes: all Server Versions Release Notes of individual database versions: Version S 39.5.29 Attention...
PLANTA Hybrid New from DB 39.5.11 Information PLANTA Hybrid combines two PLANTA components: the agile PLANTA pulse component and the classical PLANTA project...
PLANTA link: Universal Interface In S 39.5.4, the former ERP interface has been replaced by the PLANTA link universal interface. General Information The universal...
DT314 Migration Rule New from S 39.5.0 DI062142 UUID Primary key of this table in the form of a Universally Unique Identifier DI062195 Last run Displays the value...
DT870 Portfolio DI064768 Portfolio Functional ID of the portfolio DI028667 Portfolio ID Technical ID of the portfolio DI028667 Portfolio Technical ID of the portfolio...
Server Update 39.4.4.0 (Earth) to 39.5.x (Venus) Information This topic describes the PLANTA server update from version 39.4.4.0 (Earth) to a 39.5.x version...
DT818 Filter DI007935 Filter Code (ID) of the filter Modifiable (with the respective rights) in Info Board Information You can select data by respective...
Info Board MOD009CSI New from DB 39.5.10 PortfolioMOD009BPB Description of the charts for versions PortfolioAnalysisScoringMOD009BBM Description of the analyses...
Customize Graphical Structure Display Information For graphical display of recursive structures in the form of a work breakdown structure data areas with DA...
Value Ranges Information Value ranges are gathered for each data item in the Data Items module. As a result, you have to do the following for each data...
Individual Customizings and Update Safety Individual Customizings General information For individual customizing, please consider the notes in PLANTA customizer...
Time Recording MOD009ABV New from DB 39.5.14 (Time Recording below the Scale without Comments / with Presence) Go to other time recording variants Details sum area...
PLANTA link Documentation Category Explanation General Information on PLANTA link General information and explanations concerning the functionality of...
Overview of all Previous Runs MOD009BXV New from S 39.5.0 Access path Customizer Migration Migration Packets panel Click on the link on the migration...
Project Management by Process Models Information PLANTA project provides you with a means to base your project management on process models. Depending on...
Microsoft Project Interface Attention In order to use the Microsoft Project interface, you have to license the MSP link add on. If you have any questions...
Logging System of the PLANTA Server New from S 39.5.5 Base of the Logging System Information The objective of the development of the logging system described...
General FAQ What is the fastest way of finding the required information in the documentation? By pressing the F2 key in a module, the description of the active...
Menu Item Modules Information The following modules can be opened via menu items. Some of them can additionally be opened from the user menu, from modules,...
General Documentation Category Explanation General Introductory Information Here, you get an introduction to the program, its operation, its surface...
DT862 Risk Checklist DI023031 Risk name In this field, the risk can be described. Modifiable in the Risk Checklist module, provided that the modifying...
Customizing Examples Overwrite menu items with Python functions from ppms import ppms from ppms.module subclasses.base class import Base from ppms.constants import...
DT513 Work Area DI010324 Work area ID ID of the work area DI010324 Work area Code (ID) of the work area DI010405 Work area Name of the work area Modifiable...
Configure ClickOnce Deployment Information ClickOnce is the deployment technology of Microsoft for deploying (allocating) the native applications via the web...
CLOB (Continuous Text) Continuous text fields (CLOBs) Creation procedure Create a data item with PPMS type CLOB, Class 19 in the Data Dictionary module...
DT444 Color DI000878 Color ID ID of the color Details Automatically incrementing number. It is made up of the license number and a sequential counter....
DT420 DB Schema DI000289 DB Schema ID of the database schema Details Q1B: System Q2B: Customizer Q3B: people can be entered Q4B: Commercial functions...
Customizing of Charts Information In PLANTA project, interactive charts can be created, which possess the following advantages compared to Excel charts:....
DT428 Dialog Message DI000357 MSG ID of the dialog message. It is automatically generated when the dialog message is created. DI001765 Button type Values...
DT850 Evaluation Criterion/Notes DI022332 Note text In this field you can enter a note on the evaluation criterion. Modifiable Objective Evaluation Criteria...
PLANTA project 39.5 Installation General Information Information This topic is a center for all detailed descriptions concerning the installation of PLANTA...
Customize Groups What is a grouping? Records of a data table are grouped by an attribute. Data items which occur repeatedly with the same value are grouped...
Data Field Types Ident, Input, and Output Fields Information When data is created, changed and saved, PLANTA distinguishes between: Ident fields: values...
PLANTA project: https://wiki.planta.de/pub/CurrentEN/PlantaProject/rollenEN.png Information Below you will find an overview of standard modules of the PLANTA...
DT499 Object Process DI041138 Process step ID of a process step. A process step is an operational instruction for a person/resource/user. DI057824 Process step...
DT480 Change Request DI029498 Project ID Technical ID of the project to which the selected request belongs DI029499 Request ID of the request. Upon creation, the...
Customizing Documentation Category Explanation General information on the PLANTA customizer Here, important introductory information on PLANTA customizer...
Connection Settings Information The connection between client and server cannot be established if no server address was entered upon installing the client...
Monitoring General Information The monitoring service is to enable the automated monitoring of the PLANTA service component. As an individual component...
Time Recording Overview PLANTA project Information In PLANTA project, hours are recorded on tasks. For an overview of the single data fields, see here...
Synchronization of Planned Data in PLANTA Hybrid Information The following chapters describe the exchange of data between PLANTA project and PLANTA pulse when...
Installation of PLANTA Hybrid Information PLANTA Hybrid combines two PLANTA components: the agile PLANTA pulse component and the classical PLANTA project component...
PLANTA project Integration Information By default, PLANTA offers integration with different systems. PLANTA additionally offers a tool, PLANTA link, with...
Migration Process New from S 39.5.0 General Information From Server S 39.5.0, there is a new migration process integrated in PLANTA, replacing the previous...
DT354 Dual DI025544 Dummy This DI is used for different purposes, e.g. to create intervals or to insert headings DI026317 Input 1 (AL) In the Database Schema Export...
Integration of PLANTA project and Jira New from DB 39.5.15 Information PLANTA provides a means to connect the classical project management tool PLANTA project...
Customizing Examples for Interfaces Customize Individual System Check Class (from DB 39.5.7) Task Customize an individual check class The class is supposed...
Idea Panel Access path 1: Open the panel in order to have a look at or make changes to an existing idea. Click on the ID of the required idea in various modules...
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...
Project Panel Access path 1: Open the panel in order to make changes or to have a look at existing projects By clicking on the ID of the requested project in...
Create, Edit, and Delete Links Information Links are dependencies between tasks that (can) have an effect on the calculated dates. PLANTA project distinguishes...
Open Projects (Ideas, Proposals, Programs, Requests) Directly via Functional ID Information In PLANTA project, you have the option to open the object panels...
Unattended Installation of the PLANTA Client Installation procedure When using the following command line, the PLANTA client can be installed in the specified...
Start up PLANTA General Information After installation, you have to make some settings, adjust parameters, or create files in PLANTA project. If you...
data The data module provides functions for verifying project data such as whether certain records exist or if they are allowed to be modified Classes LoadCheck...
Presence MOD009D2A !! New from DB 39.5.14 Information The Presence module is a dialog module for the creation of presence times in the course of general time...
Time Recording MOD009ABV New from DB 39.5.14 (Time Recording in the Load Record with Comment / with Presence) Go to other time recording variants Record Working...
Time Recording MOD009ABV New from DB 39.5.14 (Time Recording below the Scale with Comment / with Presence) Go to other time recording variants Record Working Hours...
DT461 Project DI041317 Project Functional ID of the planning object (project/program/proposal/idea/request). It is generated automatically (copied from the technical...
Python Profiling New from DB 39.5.0 General Information The profiling serves to find bottlenecks in the code. By means of the profiling data, you can...
Panel: Structure and Operation Panel structure Information Panel consist of a user menu, a main module, and possibly of one or several submodules. The...
Load Profiles Information Notes Several real and pseudo load profiles are included in the scope of supply of the PLANTA software. You can see them in...
Python Debugging Problem The complex options to create macros and value ranges give rise to manifold error sources. Resulting errors can only be identified by...
Create Project Attention In PLANTA project , only users with multi project manager, multi portfolio manager, or multi project/request manager rights are authorized...
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...
Hours to be Worked New from DB 39.5.0 Information In PLANTA project, you can define for each resource how many hours per period (day) he or she is supposed...
Interface Workflow Import New from S 39.5.4 Information The following workflow provides basic knowledge of interface creation in PLANTA project by means of...
DT860 Portfolio Documents DI023099 Document name In this field, the document name is entered or displayed. Modifiable in the Documents module, provided...
DT859 Portfolio/Period DI061322 Achieved benefit The achieved benefit of the portfolio in the selected period. The value is a sum of the Achieved benefit values...
DT858 Project/Portfolio DI023102 Portfolio ID of the portfolio to which the current planning object is assigned DI023103 Project ID DI023116 Active This paramezer...
DT470 Cost Type DI001366 Cost type ID Code (ID) of the cost type Note You can create and edit cost types in the Cost Types module. DI001366 Cost type Code...
DT851 Project/Objectives DI022339 Project ID ID of the project DI022340 Criterion ID of the objective evaluation criterion DI023297 Criterion name Name of the objective...
Customizing of Mandatory Fields Information Mandatory data fields are data fields which are to be filled mandatorily in a module. If you do not fill this field...
Migration Packet Customizing New from S 39.5.0 General Information Migration packets are written in Python and retrieved from the server. As a result, you...
Configuration in Read Mode MOD009CIS New from DB 39.5.7 Access path PLANTA link role Interface Administration Completed Configurations Open configuration...
Customizing with Threshold Values Information In PLANTA, there are different data items that calculate the threshold values (limiting values) and change the...
Panel Employee Board Access path Employee Own Planning Employee Board Information The Employee Board panel is the project member`s processing center...
Module Variants General Information A module variant is a slightly modified base module. No essential changes are made to the behavior of the basis module....
Listbox Customizing General Listboxes Customizing Information Listboxes are modules that can be opened via a data field with pull down menu. Listbox modules...
Interface Workflow Export New from S 39.5.4 Information The following workflow provides basic knowledge of interface creation in PLANTA project by means of...
DT525 Stakeholder/Person !! From DB 39.5.6 In DB 39.5.6, DT 525 Stakeholder has been renamed Stakeholder/person . If you use a DB version DI026520 Stakeholder...
DT511 User DI010323 User ID Code (ID) of the system user. The ID is queried when the program is launched. DI010323 User Code (ID) of the user. The ID is queried...
DT087 DT872 EVA: Project DI059598 Planned costs (PC) Cumulated planned costs of the project up to the time of creation of the selected status report ( PC means...
Print Areas Information With the help of print areas, header and footer are defined for printing: A print area is a data area and can be assigned to a...
DT085 DT430 vs DT472 Work Reporting DI051878 Actual load Actual load in the weekly view of the calendar in the Time Recording module. Actual load in the week view...
DT560 Interface Configuration New from S 39.5.4 DI062638 UUID Universally Unique Identifier of the interface configuration (primary key) Modifiable in the...
See also: Release Notes: Version Overview Release Notes: all Database Versions Release Notes of individual database versions: Version DB 39.5.16 Attention...
See also: Release Notes: Version Overview Release Notes: all Database Versions Release Notes of individual database versions: Version DB 39.5.14 Attention...
Migration Packets Panel New from S 39.5.11 OverviewOfTheMigrationPacketsMOD009BWQ Description for versions MigrationPacketsMOD009BWQ Description for...
Administration Panel Up to DB 39.5.9 Administration PLANTA link panel is no longer used from DB 39.5.9. The corresponding modules can be found directly in the...
Check Status Report Creation and Project Applications MOD009AHR Access path Project Management Administration Special Functions Check Status Report Creation...
Automatic System Customizing Check Information Users, for which the customizer rights parameter is activated receive the Problems in System Customizing dialog...
Area Frame Dominance Symbol Information The frame of a data area is specified in the W1 Symbol frame. Example: area frame of the project form Details...
Anonymized Scheduling Data Export MOD009CL8 Attention For the installation and in order to be able to use the export file, you need access to the server. If...
General Information Topic Explanation Getting Started Introduction to the PLANTA program and description of the user interface Field Types Explanation...
DT098 Image New from DB 39.5.10 DI064694 UUID DI064695 Image Here you can add an image file. The image is created in the Administer Portfolio Images module, selected...
DT096 Portfolio/Cost Type Group New from DB 39.5.10 DI064368 Cost type group active in the portfolio DI064369 Cost type group name DI064371 Cost Type Group
DT093 Portfolio SR/Project DI065086 Simulate project Parameter which serves to (de)activate the planning objects in the simulation (for display in the form of bars...
DT091 Portfolio SR/Period DI061646 Period ID Specification of the period (year) for which data was frozen in the portfolio status report. DI063170 VDI: effort Virtual...
Object Protection Information In the object protection data fields, information on the record is saved, e.g. by whom/when it was created or changed, or, according...
Data Correction MOD009BZ4 Up to S 39.5.4 From server version 39.5.4, PLANTA provides PLANTA link, a universal interface which replaces the previous ERP interface...
Installation for the Use of PLANTA project with Jira go to the overview of the Jira integration documentation Requirements The following requirements apply to the...
Schema Export New from DB 39.5.0 Information You have the option to export the current database definition in the Oracle or MSSQL format. Requirements...
Time Recording MOD009ABV From DB 39.5.14 (Time Recording below the Scale / with Comment / with Planned Hours Worked) Go to other time recording variants Details...
Standard Web Interface for Time Recording in PLANTA Hybrid New from DB 39.5.16 User Related Interfaces All user related interfaces have a parameter in their URL...
Interface Customizing New from S 39.5.4 Create New Mapping Function Information Mapping functions are stored under ppms.interface and must be importable...
Server Release Notes See also: Release Notes: Version Overview Release Notes of Individual Server Versions: S 39.5.29 / S 39.5.28 / S 39.5.27 / S 39.5....
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....
See also: Release Notes: Version Overview Release Notes: all Database Versions Release Notes of individual database versions: Version C 39.5.14 Features...
Time Recording MOD009ABV From DB 39.5.14 (Time Recording below the Scale without Comment / with Planned Hours Worked) Go to other time recording variants Details...
Completed Packets MOD009CEQ New from S 39.5.11 OverviewOfTheMigrationPacketsMOD009BWQ Description for versions MigrationPacketsMOD009BWQ Description...
DT527 Stakeholder DI026560 Stakeholder ID Code (ID) of the stakeholder. For description, see DI034521. DI026560 Stakeholder Code (ID) of the stakeholder. For description...
See also: Release Notes: Version Overview Release Notes: all Database Versions Release Notes of individual database versions: Version DB 39.5.7 Application...
Form Editor Objectives Graphical editing of data fields and headings within a form Changing the layout via the context menu or menu items Open the Form...
Data Field Options Sorting in Modules Objective To change the sort sequence and sort direction in modules Information With the help of a sort direction...
DT472 Load DI000069 Resource Name of the resource on which the selected load was created DI000069 Resource name Name of the resource on which the selected load was...
Filter and Set Filter Criteria Objectives To filter records in the database To apply filter criteria Information By setting filter criteria, fulfillment...
Program Management New from DB 39.5.0 Information Since DB version 39.5.0, you have the option to `bundle` projects in PLANTA project to programs. Functionally...
See also: Release Notes: Version Overview Release Notes: all Database Versions Release Notes of individual database versions: Version DB 39.5.0 Application...
Multilingualism Information In the PLANTA software there are multilingual texts called I texts . They are written in one language and can be translated...
Installation/Update with PLANTA Installer !! From S 39.5.8 up to S 39.5.26 InstallationByAutomaticInstallerS3950UpToS3957 Description of versions InstallationByAutomaticIns...
Include Subproject in the Structure MOD009BHG Access path Project panel Further... Subprojects in the box of the required project, click on the Create...
DT488 Resource Note DI004293 Note ID of the resource note Details This field is automatically filled after the input in the Note text field. Note The...
Customize Traffic Light DI Variant 1 Information A traffic light DI is a complex DI which contains sub DIs in its construction. Depending on the values...
Utilization With Cause MOD009AWP Access path Project panel (Idea, Proposal) Schedule module (only in module variants with resources) Select the Display...
DT030 Skin DI025643 Skin ID of the skin. It is made up of the license number and a sequential counter Information The skin controls the elements of the user...
Time Recording MOD009ABV!From DB 39.5.14 (Time Recording in the Load Record with Comment / with Planned Hours Worked) Go to other time recording variants Details...
Time Recording MOD009ABV From DB 39.5.14 (Time Recording in the Load Record with Comment / without Planned Hours Worked) Go to other time recording variants Details...
Time Recording MOD009ABV From DB 39.5.14 (Time Recording below the Scale with Comment / without Planned Hours Worked) Go to other time recording variants Record...
DT465 Link DI001200 Project successor ID ID (technical) of the successor project DI057663 Project successor Functional ID of the successor project The parameter...
DT430 Basic Calendar Periods DI022725 Dominance symbol 1st month DI000796 Company day This parameter is hidden in the Standard but can be displayed and filled in...
DT872 Opportunity/Report DI029622 Project ID Technical ID of the project in which the selected opportunity was created. DI029623 Opportunity ID of the opportunity...
DT522 Work Area/Menu Item DI024135 MI ID of the menu item Modifiable in the Menu Items module, provided that the modifying user possesses the required...
Customizing Date Listboxes with Calendar Function Information Using the calendar control function you can customize date listboxes for date data fields....
Setting Up Batch Run Note In PLANTA project, the so called Headless Client is used to create a batch job. Step 1: Create a User in PLANTA project Procedure...
DT498 Process DI041162 Sequence Sequence of process steps within a phase. The sequence is defined in accordance with the values in the Sequence field. The process...
Intstallation and Update Information They are specified explicitly in the Release Notes. All files required for the software update are available for download...
Start up PLANTA General Information After installation, you have to make some settings, adjust parameters, or create files in PLANTA project. If you...
Overwrite Menu Items / Data Area List MOD00999F From DB 39.5.0 AssignmentOfDataAreasForOverwritingOfMenuItemsMOD00999F Description for versions This module...
CU Exchange !! Up to S 39.5.12 CustomizingDeployment Description of versions Requirements On the system on which the CU exchange is performed (usually...
PLANTA link Functions Topic Explanation Interface library The interface function components delivered in the standard Interface customizing Customizing...
DT408 Format DI041598 Number/currency format Preview field for the number or currency format Previews for newly created formats are only displayed after refreshing...
Define Incarnation/Fetch Exit MOD0099RW Access path Data Dictionary Define Incarnation/Fetch Exit context menu on the required data item Define Incarnation...
Migration Packets MOD009BWQ New from DB 39.5.0 / Up to S 39.5.11 OverviewOfTheMigrationPacketsMOD009BWQ Description for versions Description for versions...
See also: Release Notes: Version Overview Release Notes: all Server Versions Release Notes of individual database versions: Version S 39.5.25 Stable 1 Bug...
Object Filter MOD0099SY Access path You can access the Object Filter module from several modules of the Multi project board panel and all modules of the...
Directory Structure Information In the following, the directory structure in the PLANTA Client and Server is depicted with a short description. Server Directory...
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...
Change Planning Object Type Information Planning object type determines whether the present planning object is an idea, a proposal, a project, or a program...
PLANTA Server Service (PLANTA Service) New from S 39.5.0 Information In the previous architecture of the PLANTA server, a new server process was initiated...
Dashboard MOD009C8U New from DB 39.5.0 Access path Program panel Dashboard Information This module acts as a kind of message center for program changes...
Completed Configurations MOD009CIP New from DB 39.5.9 ArchiveMOD009CIP Description for versions Access path PLANTA link role Interface Administration...
Open Configurations MOD009CJS New from DB 39.5.9 OpenTransactionsMOD009CJS Description for versions Access path PLANTA link role Interface Administration...
Web Interfaces MOD009CRT New from DB 39.5.10 When using web interfaces, please take note of a known issue which occurs after updates. Access path PLANTA link...
DT412 Data Item The creation, modification, and deletion of data items in data tables of the Q1B and Q2B schemas must only be carried out by PLANTA. The only exception...
DT463 Task DI001098 Task ID Technical ID of the task. It is generated automatically upon creation of the task and cannot be changed afterwards. This ID is usually...
enums The enums module defines enums used in the utilities package Classes AttendanceType Static variables Variable AttendanceType.ATTENDANCE AttendanceType...
DT468 Period DI001326 Resource ID of the resource DI001327 Period In PLANTA project, one period equates to one day. On this day, a resource can be planned, or vacation...
DT813 Opportunity Measures DI029585 Opportunity ID of the opportunity DI029586 Measure ID of the opportunity measure DI059745 Opportunity measures bars Bar for...
PowerPoint Export New from DB 39.5.10 / S 39.5.25 / C 39.5.25 Attention The PowerPoint Export function is approved for systems starting from the version...
cache The cache module provides a function for caching data and invalidating the global cache. Note that when planta link web interfaces are enabled the jython...
customizer The customizer module provides functions for interacting with the customizing data of the system Functions Function Parameters Return Value...
API Style Guide This topic describes the structure of the PythonApi and JythonApi topics and what the individual topics are supposed to look like. Access The start...
DT811 Risk Measures DI007717 Project ID Technical ID of the project. It is generated automatically when the project is created. In contrast to the functional ID in...
DT810 Risk DI007696 Project ID ID of the project DI007697 Risk ID of the risk Details In the Risks/Opportunities (Projects) and Risks/Opportunities (Programs...
DT 827 Load/Report DI008516 Project ID Technical ID of the project DI008517 Task ID of the task DI008519 Cost type ID of the cost type which was entered on the...
Overview of New Technical Features Information This topic provides an overview of the most important changes in PLANTA server version S 39.5.0. For those...
DT516 Person DI010420 Person ID ID of the person Note The person ID is automatically generated when a new person is created in the Persons module. DI...
Risks/Opportunities MOD009BE3 Up to DB 39.5.10 This module for editing risks and opportunities is only available up to version DB 39.5.10. From version DB 39.5....
DT861 Budget/Costs/Benefit per Year DI061339 Active Via the Active checkbox you can define whether the cost, effort, and budget values of the respective planning...
See also: Release Notes: Version Overview Release Notes: all Database Versions Release Notes of individual database versions: Version DB 39.5.9 Application...
Getting Started Basics How to Start PLANTA project Procedure Double click on the PLANTA symbol. The initial logo screen is now displayed, and the network...
DT590 Transactions Up to S 39.5.4 From server version 39.5.4, PLANTA provides PLANTA link, a universal interface which replaces the previous ERP interface. To learn...
Use: Extended Time Recording in PLANTA Hybrid New from DB 39.5.16 and Release 27.4 Information This topic describes the procedure of recording hours worked...
Master Data Adjustment Information Master data can still be adjusted after its creation. Some typical application cases and suitable workflows are described...
DT592 Web Entity From DB 39.5.10 DI064132 UUID The Universally Unique Identifier (UUID) of a web entity. It is created automatically. DI064141 Data table Selection...
DT808 Cost Center DI007025 Cost center ID Code (ID) of the cost center DI007025 Cost center Code (ID) of the cost center DI007039 Cost center Name of the cost center...
DT804 Todo Item New from DB 39.5.0 From DB 39.5.0, open items have been renamed todo items . Hence, the name of DT805 as well as the names of the corresponding...
DT464 Task Documents DI001182 Document Code (ID) of the task document Note This field is automatically filled after making an input in the Note text field....
DT454 Listbox Values DI001217 Alpha short Listbox value for alpha numeric data items with a maximum DF length of 10 DI001172 Listbox value In this field, the listbox...
DT447 Listbox Values DI041264 LBVAL ID of the listbox value DI041276 Listbox value Here, the listbox value is entered or displayed. DI041530 Description Here, the...
DT061 Checklist Item DI029548 Checklist Code (ID) of the checklist to which the respective checklist item is assigned Note The corresponding field is hidden...
DT452 Global Variable DI003109 Global variable Number of global variables Values 1 to 99: reserved for @1 to @99 100 to 999: PLANTA Standard (creation...
See also: Release Notes: Version Overview Release Notes: all Database Versions Release Notes of individual database versions: Version DB 39.5.2 Features...
See also: Release Notes: Version Overview Release Notes: all Database Versions Release Notes of individual database versions: Version DB 39.5.8 Application...
See also: Release Notes: Version Overview Release Notes: all Server Versions Release Notes of individual database versions: Version S 39.5.19 Server Features...
Planning Objects MOD009CS6 New from DB 39.5.10 Access path Portfolio panel Planning Objects Information This module lists all planning objects assigned...
Installation/Update with PLANTA Installer from S 39.5.0 up to 39.5.7 InstallationByAutomaticInstallerS3950UpToS3957 Description of versions Description...
Database Update New from DB 39.5.7 Information This topic describes the update of the PLANTA database from version 39.4.4.0 (Earth) to a 39.5 version...
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...
Customize Bar Functions Information the following parameters can be found in the Bar module variant in the Data Areas module. Note This topic is a compilation...
Macros MOD001381 Up to DB 39.5.9 Stop Since not all macro functions and commands are supported in PLANTA, it is recommended to write existing and new macros...
DT433 Macro Line Attention Since not all macro functions and commands are supported in PLANTA, it is recommended to write existing and new macros as Python...
DT496 Process Model DI041096 Process model ID ID of the process model. Upon creation, the ID is generated automatically. DI041096 Process model ID of the process...
PLANTA link Modules Infomation Below, the modules of the PLANTA link PLANTA role are listed as they appear in the PLANTA standard system. The PLANTA link role...
PLANTA link: Universal Interface In S 39.5.4, the former ERP interface has been replaced by the PLANTA link universal interface. General Information The universal...
DT591 Pool Table Up to S 39.5.4 From server version 39.5.4, PLANTA provides PLANTA link, a universal interface which replaces the previous ERP interface. To learn...
DT593 Import Parameters Up to S 39.5.4 From server version 39.5.4, PLANTA provides PLANTA link, a universal interface which replaces the previous ERP interface....
ERP Export Up to S 39.5.4 From server version 39.5.4, PLANTA provides PLANTA link, a universal interface which replaces the previous ERP interface. For this purpose...
Configuration New from DB 39.5.15 up to DB 39.5.16 From DB version 39.5.16, the Configuration panel is no longer used. Access path PLANTA link role Jira...
DT099 Pf Simulation/Resource DI065168 Resource type ID Code of the type of resources scheduled in the planning objects of the portfolio and used in the portfolio...
Working with PLANTA Hybrid The principles of working with PLANTA Hybrid Planning of the sprint tasks with the required resources in a project in PLANTA project...
DT823 Project/Report DI008413 Project ID Technical ID of the project DI041520 Project Functional ID of the project DI008414 Parent project ID Technical ID of the...
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...
DT391 Subeffect DI029728 Color ID Color of the subeffect DI02973 Color Preview field for the Color ID data field DI040922 Position Position of the subeffect. This...
DT424 Symbol DI000636 Symbol ID ID number of the symbol, composed of the license number and a sequential counter. DI002030 Symbol Preview field to the Symbol ID...
Import Reference MOD009D18 !! New from DB 39.5.14 The procedure described in this topic is only required if the database you want to update has a status of Preparation...
ERP Import MOD009BTI Up to S 39.5.4 From server version 39.5.4, PLANTA provides PLANTA link, a universal interface which replaces the previous ERP interface. To...
In Case of an Update Attention Please note: the following topic only deals with standard ICOU. For information on the individual ICOU, please click here....
DT324 Statistics Time values are always measured in milliseconds and are usually computed as sys usr if not stated otherwise (sys usr is a more reliable indicator...
Configure Parameters MOD009CTJ New from DB 39.5.10 Access path PLANTA link role Web Interfaces Configuration panel Web Entities Configure transformer...
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....
Working with the PLANTA Documentation (PLANTA Wiki) Attention: Changed documentation procedure from 39.5.0 Information They are specified explicitly in the Release...
Planning Objects (in Table Form) MOD0099F5 From DB 39.5.7 MainAndSubprojectsInTableFormMOD0099F5 Description for versions Access path MPM Administration...
Date, Cost, and Resource Scheduling Information Below you find general explanations and basic information on the calculation component of the PLANTA software...
See also: Release Notes: Version Overview Release Notes: all Database Versions Release Notes of individual database versions: Version DB 39.5.15 Stable 1...
Deleted Objects MOD009CYM New from DB 39.5.11 Access path PLANTA link role PLANTA pulse Interfaces Data Maintenance panel Deleted Objects Information...
Import Parameter Maintenance Up to S 39.5.4 From server version 39.5.4, PLANTA provides PLANTA link, a universal interface which replaces the previous ERP interface...
Configuration New from DB 39.5.11 up to DB 39.5.16 From DB version 39.5.16, the Configuration panel is no longer used. Access path PLANTA link role PLANTA...
ERP Interface Up to S 39.5.4 From server version 39.5.4, PLANTA provides PLANTA link, a universal interface which replaces the previous ERP interface. To learn more...
Time Recording (Variant 3 with from to Input of Working Hours, without Planned Working Time) DB 39.5.13 Details sum area Record Working Hours on Projects/Tasks...
Time Recording (Variant 3 with Input of Actual Hours, without Planned Working Time) Details sum area Record Working Hours on Projects/Tasks in which One is Planned...
Time Recording MOD009ABV (Variant 2 with Comment, without Planned Working Time) DB 39.5.13 Details sum area Record Working Hours on Projects/Tasks in which One...
Time Recording MOD009ABV (Variant 1 without Comment, without Planned Working Time) !! DB 39.5.13 Details sum area Record Working Hours on Projects/Tasks in which...
DT462 Project Note DI001078 Project ID Technical ID of the project. Is generated automatically when the project is created. Unlike the functional ID in the Project...
DT453 Listbox category DI000916 LBCAT Code (ID) of the listbox category. For description, see Listbox category name. DI058271 Listbox category name Incarnation field...
DT440 Data Item Structure DI000364 SUBDI ID number of the subordinate data item DI002065 Subordinate DI Name of the subordinate data item DI001786 Function Determines...
DT439 Automatic Number DI000388 License License for which the automatic number takes effect DI000361 DI DI the number of which is incrementing DI000094 Data item...
DT431 Load Profile DI000717 Load profile ID Code (ID) of the load profile Details For further information on load profiles, see here. DI000717 Load profile...
DT418 Calendar DI063600 State of Germany Here, a state of Germany is selected the holidays of which are to be imported from a web service to the required calendar...
DT283 Portfolio/year/CTGr DI061250 % dev.: relevant effort budget from portfolio budget sum Percentage deviation of the effort budget: Relevant from Portfolio budget...
DT281 Project/Cost Type Group New from DB 39.5.0 Attention Between DB 39.5.0 and 39.5.7, the current addition was used for the values without structure summarization...
DT280 Cost Type Group New from DB 39.5.0 From DB version 39.5.0, the cost type groups are administrated in DT495. DI060121 Cost type group ID Technical ID of the...
DT092 PF SR/Per/CTGr DI062135 Cost type group active? DI061721 Cost type group category code DI061686 Portfolio ID DI061724 Cost type group name DI061687 Period...
DT090 Portfolio Status Report DI063093 Report period DI062208 Date Date on which the selected status report received the latest report status DI062993 Monthly report...
DT088 DT872 EVA: TAR DI059626 Planned costs (PC) Cumulated planned costs of the task resource up to the time of creation of the selected status report ( PC means...
DT060 Checklist DI029535 Checklist ID of the checklist DI029536 Created on DI029539 Created by DI029546 Checklist name Name of the checklist The parameter...
DT031 OLE DI026133 OLE ID of the OLE. It is selected from the listbox implemented on the field, in which all OLEs used in Releases 39 are displayed. ID of the OLE...
DT569 System Condition New from DB 39.5.7 DI063626 Check category Here, a system check category is entered. Details In the Standard, PLANTA provides some...
Status Report MOD009A52 Access path Project panel (Proposal panel) Status Click on the link in the ID field of the required status report Status Report...
Overview of the Migration Packets MOD009BWQ Up to DB 39.5.0 / Up to S 39.5.11 Description for versions S 39.5.11 MigrationPacketsMOD009BWQ Description...
Macro Commands Attention In this topic, the macro commands and functions from PPMS (Releases 3.8 and 3.8) are listed. Not all of these functions are supported...
Legends This topic is a collection of all legends used in the entire PLANTA Wiki and serves as an including source. Required Dates Up to DB 14 https://wiki...
DT849 Evaluation Criteria DI022291 Criterion ID of the evaluation criterion. Upon creation, the request number is generated automatically. DI022292 Created on...
DT590 Web Interface New from DB 39.5.10 DI064130 UUID Universally Unique Identifier of the selected web interface (primary key) DI064144 Name The name of the web...
Time Recording MOD009ABV From DB 39.5.14 (Time recording below scale without comment / without hours to be worked) Go to other time recording variants Details...
PLANTA pulse Interfaces MOD009CZ8 New from DB 39.5.11 up to DB 39.5.16 From DB version 39.5.16, the PLANTA pulse Interfaces module is no longer used. Access path...
See also: Release Notes: version overview Release Notes: all Server versions Release Notes of each Server version: Version S 39.5.21 The following migration...
User Modules Below, you find a role based depiction of the modules in the user menus of the PLANTA project , PLANTA portfolio , and PLANTA request functional...
PLANTA link Data Fields Information Below you find an automatically created list of all data table topics from the PLANTA link/integration area. These topics...
DT568 System New from DB 39.5.7 DI063659 Active system Marks a system as active. The parameters of the active system are used to execute the interface configuration...
DT567 Project Pool New from DB 39.5.7 Notes The data items contained in DT567 Project Pool (except the UUID , Interface configuration , Status , and...
DT565 Mapping Parameters New from S 39.5.4 DI062766 UUID Universally Unique Identifier of the interface parameter (primary key) DI062765 Mapping ID of the mapping...
DT564 Logging New from S 39.5.4 DI062685 UUID Universally Unique Identifier of the log (primary key) DI062740 Interface configuration ID of the interface configuration...
DT563 Load Data Pool New from S 39.5.4 Notes The data items contained in DT563 Load data pool (except the UUID , Interface configuration , Status , and...
DT562 Mapping New from S 39.5.4 DI062654 UUID Universally Unique Identifier of the mapping (primary key) DI062639 Interface configuration ID of the interface configuration...
DT561 Configuration Parameters New from S 39.5.4 DI062670 UUID Universally Unique Identifier of the interface parameter (primary key) DI062655 Interface configuration...
DT123 Modification !! New from DB 39.5.14 DI065106 Reference value PLANTA value from the reference system, i.e. from the PLANTA Standard system with the state which...
PLANTA portfolio Information Below you will find an overview of standard modules of the PLANTA portfolio component. Role: Portfolio Management Create planning...
See also: Release Notes: Version Overview Release Notes: all Database Versions Release Notes of individual database versions: Version DB 39.5.6 Warning...
DT345 System Parameters DI024408 License Number of the server license (PLANTA license) DI025112 System title Here, the system title is displayed or can be entered...
See also: Release Notes (version overview) Release Notes: all Client versions Release Notes of each Client version: Version C 39.5.15 Features In the...
See also: Release Notes: Version Overview Release Notes: all Database Versions Release Notes of individual database versions: Version DB 39.5.13 Application...
Incoming Links MOD009D7R New from DB 39.5.15 Access path Multi Project Board panel Projects module Click on the https://wiki.planta.de/pub/CurrentEN/IncomingLinksMOD009D...
See also: Release Notes: version overview Release Notes: all Server versions Release Notes of each Server version: Version S 39.5.24 Stable 3 Bug fixes...
Remaining Efforts and Costs MOD009AVC Up to DB 39.5.7 Description for versions DB 39.5.7 In DB version 39.5.7, module 009AVC has been renamed Remaining...
Program Panel New from DB 39.5.0 Access path 1: Open the panel in order to have a look at or make changes to an existing program. Program Management Planning...
DT831 Risk/Report DI008862 Project ID ID of the project DI008863 Risk ID of the risk DI008875 Risk name Name of the risk DI008876 Category Risk category at the...
DT826 TAR/Report DI008497 Project ID Technical ID of the project. It is generated automatically upon creation of the project and cannot be changed afterwards, unlike...
Universal Interface (PLANTA link) In DB version 39.5.9, some modules of the universal interface have been revised and the user menu has been restructured. For this...
Please note Below you find explanations (with examples) of the operating principles of date planning and scheduling in PLANTA project as well as descriptions of common...
Structure Projects Information You can structure projects by dividing them into main and subprojects. The structuring described here is not to be confused with...
Assign Stakeholders to Portfolio MOD009CUA From DB 39.5.12 SelectStakeholdersMOD009CUA Description for versions Access path Portfolio panel Portfolio...
Assign Planning Objects to the Watchlist MOD009CTT !! From DB 39.5.12 EditWatchlistMOD009CTT Description for versions Access path Portfolio Management...
Assign Dependent Projects MOD009636 New from DB 39.5.12 InsertDependencyMOD009636 Description for versions Access path Project (Idea, Proposal) panel...
Resource Planning with Skills Information In PLANTA project , tasks can be planned and then again resources can be assigned to these tasks. Resources are...
Invalid Packets MOD009CEV New from S 39.5.11 OverviewOfTheMigrationPacketsMOD009BWQ Description for versions Description for versions DB 39.5.0 or S...
Mandatory Packets MOD009CEO New from S 39.5.11 OverviewOfTheMigrationPacketsMOD009BWQ Description for versions Description for versions DB 39.5.0 or...
See also: Release Notes: Version Overview Release Notes: all Database Versions Release Notes of individual database versions: Version C 39.5.26 Stable 1 The...
See also: Release Notes: Version Overview Release Notes: all Database Versions Release Notes of individual database versions: Version DB 39.5.12 Attention...
DT869 Dependency DI028654 Project ID Technical ID of the project (proposal, idea), for the completion of which the selected project (proposal, idea) is required...
DT597 External System Object Mapping From DB 39.5.15 DI064942 External system object ID of the object as saved in the external system DI064930 UUID Universally Unique...
Configure Trend Analysis MOD009BJL Access path Project panel Info Board Click on the https://wiki.planta.de/pub/CurrentEN/ConfigureTrendAnalysisMOD009BJL...
Skills by Resource Structure MOD009BL9 New from DB 39.5.0 Access path PM Administration Master Data Skills panel Skills by Resource Structure Information...
Skill Requests MOD009BLA !! New from DB 39.5.0 Access path Resource Management Department Planning Department Board panel Skill Requests Information...
External Tasks Information In PLANTA project, external tasks are one of the three options for illustrating dependencies between projects. Two alternative...
Replanning (Calculation of All Planning Objects) MOD002858 New from DB 39.5.7 ReplanningCalculationOfAllProjectsMOD002858 Description for versions Access...
Assign Planning Objects to the Watchlist MOD009C9O !! From DB 39.5.12 In DB version 39.5.12, module 009C9O Edit Watchlist has been renamed Assign Planning Objects...
Assign Status Report MOD009C1W New from DB 39.5.10 Access path Portfolio panel Status Select status report button in the line of the required planning...
Projects by Objective Contribution and Risk Value MOD009BBI From DB 39.5.9 ProjectsByObjectiveAndRiskContributionMOD009BBI Description for versions Access...
Costs and Revenues Total of the Project MOD009AJ5 !! New from DB 39.5.2 TotalCostsAndRevenuesOfTheProjectMOD009AJ5 Description for versions Access path...
DT824 Task/Report DI008443 Project ID/ID823 Technical ID of the project. It is generated automatically upon creation of the project and cannot be changed afterwards...
See also: Release Notes: Version Overview Release Notes: all Server Versions Release Notes of individual database versions: Version S 39.5.27 Please note: If...
Outgoing Links MOD009D7T New from DB 39.5.15 Access path Multi Project Board Projects Click on the https://wiki.planta.de/pub/CurrentEN/OutgoingLinksMOD009D7T...
See also: Release Notes: Version Overview Release Notes: all Server Versions Release Notes of individual database versions: Version S 39.5.28 Please take the...
Customize Dialog Modules New from S 39.5.0 Information Dialog modules are auxiliary modules, which work similar to dialog messages. However, they are structured...
DT591 Web Attribute Parameter !! From DB 39.5.10 DI064347 Name Specifies the name of a web attribute parameter DI064348 Value Contains the value of a web attribute...
migration Packets This topic discusses the migration packet API. All migration packets must be derived from the BasePacket class for the framework to execute...
DT489 Process Rules DI041217 Process rule ID The ID of the process rule is generated automatically upon its creation. DI041217 Process rule The ID of the process...
Portfolio Status Report MOD009C17 !! New from DB 39.5.0 Access path Portfolio Management Multi Project Board Portfolios Click on the ID of a portfolio...
Projects by Objective Contribution and Risk Contribution MOD009BBI Up to DB 39.5.9 Description for versions DB 39.5.9 Access path Portfolio Management...
Indirect Modules MOD009A12 Access path Customizer Module Customizer Modules Indirect Modules (floating module windows at the right margin of the screen...
See also: Release Notes: Version Overview Release Notes: all Database Versions Release Notes of individual database versions: Version C 39.5.27 Stable 3 Bug...
DT497 Phase DI041161 Sequence The sequence of phases in this module is defined on the basis of the values in this field. The number is generated automatically...
Portfolios MOD009CSD New from DB 39.5.10 Description for version DB 39.5.9 PortfolioOverviewMOD0099FF Description for versions Access path Portfolio...
Portfolio Master Data Panel Access path Portfolio Management Administration Portfolio Master Data Modules of the panel Objective Evaluation Criteria...
Department Board Panel Access path Resource Management Department Planning Department Board Information The Department Board panel is the processing...
DT510 Role DI010320 Role ID Code (ID) of the role DI010320 Role Code (ID) of the role DI010402 Role Name of the role Modifiable in the Roles module,...
Portfolio Analysis, Scoring MOD009BBM Up to DB 39.5.10 The functionalities of the Portfolio Analysis, Scoring MOD009BBM module have been applied to the Info Board...
Resource Simulation of all Portfolios Panel Up to DB 39.5.10 Access path Portfolio Management Planning and Reports Resource Simulation of all Portfolios...
Encrypted Connection Between Server and Client Up to S 39.5.22 Attention The solution for encrypted connections by means of the Stunnel software described below...
DT978 Account Assignment Element New from DB 39.5.11 Notes The data items contained in DT978 Account assignment element pool (except the UUID , Interface...
See also: Release Notes: Version Overview Release Notes: all Database Versions Release Notes of individual database versions: Version DB 39.5.10 Application...
PLANTA Login Login of PLANTA Administrators Login of PLANTA Users Special Case: Login with Several Users (User Change) Information In some cases it may be...
Tomcat Webserver Let`s Encrypt Certificates Information To store a Let`s Encrypt certificate in Tomcat, the certificate must be imported in the Tomcat Keystore...
See also: Release Notes: Version Overview Release Notes: all Database Versions Release Notes of individual database versions: Version DB 39.5.4 Features...
See also: Release Notes: Version Overview Release Notes: all Database Versions Release Notes of individual database versions: Version C 39.5.22 Features...
User Menu MOD0099QC Information User Menu is a module which is displayed on the left hand side of the screen and contains the following data: Links to...
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...
Persistent Database Connections New from S 39.5.16 Information Database connections are administered in a connection pool by default. Upon requirement...
DT816 Project/System New from DB 39.5.0 Note Due to the implementation of the new program management from DB 39.5.0, the programs used up to DB 39.5.0 have...
Remaining Effort and Overload Calculation Information By means of the following example it is explained why individual project calculation and replanning (calculation...
DT124 Conflict !! New from DB 39.5.14 DI065351 Action Listbox for the selection of an action: Unedited : No conflict solution is used for the conflict....
Web Interface Workflow: POST New from DB 39.5.10 Information The following workflow provides basic knowledge required to create an interface in PLANTA project...
DT816 Project/Program Up to DB 39.5.0 Note Due to the implementation of the new program management from DB 39.5.0, the programs used up to DB 39.5.0 have been...
DT819 Project/Cost Center DI008046 Cost center Code (ID) of the cost center. For description, see Cost Center Name. DI008076 Comment In this field, a comment on...
Individual Customizings and Update Safety Releaseability After Customizings Information Objects in the PPMS standard system (e.g. modules, data areas, data...
Notification in PLANTA project Up to DB 39.5.13 From version DB 39.5.13, the notification function is no longer used in the way described here. Automatic dispatch...
Kerberos Authentication New from S 39.5.0 Attention To carry out the administration tasks described below, profound IT knowledge is required. Information...
Module Subclasses Theory Information In order to understand what a subclass is, you should get an overview of how the Python linkage in PLANTA works: How...
Incarnations Objective To create and identify objects without visible ID Information Each PLANTA database record contains a unique ID. Since the display...
Scheduling Status MOD009A0V Access path PM Administration Special Functions Scheduling Status Information The status of the scheduling can be viewed...
DT426 Symbol Group DI065473 Content color Specification of the color of the content or of the font Note @: content will not overlay anything else transparent...
DT203 Presence DI065305 Date Date for which the presence/break/journey is recorded DI065318 Start Start time of presence/break/journey DI065321 Comment Comment...
Time Recording (Variant 3 with Input of Actual Hours, with Planned Working Time) DB 39.5.13 Details sum area In the top area of the module, two sum areas are...
Time Recording MOD009ABV (Variant 2 with Comment, with Planned Working Time) DB 39.5.13 Details sum area In the top area of the module, two sum areas are displayed...
Time Recording (Variant 3 with from to Input of Working Time, with Planned Working Time) !! DB 39.5.13 Details sum area In the top area of the module, two sum...
Time Recording MOD009ABV (Variant 1 without Comment, with Planned Working Time) DB 39.5.13 Details sum area In the top area of the module, two sum areas are...
DT095 Portfolio Simulation DI064292 Created on DI064290 Portfolio ID DI064320 Main project ID DI064298 Group DI064427 Color for actual values: red DI064429 Color...
Overload Calculation Initial situation A resource has a maximum capacity of 8 hours per day. There are two projects which load this resource in the following...
See also: Release Notes: Version Overview Release Notes: all Server Versions Release Notes of individual database versions: Version S 39.5.22 Server Known...
DT812 Opportunity DI029558 Opportunity ID of the opportunity Details In the Risks/Opportunities (Projects) and Risks/Opportunities (Programs) modules, a traffic...
My Tasks MOD009BJ3 New from DB 39.5.0 From DB version 39.5.0, module 009BJ3 My Tasks has been renamed My Activities . If you use a DB version 39.5.0, please...
Universally Unique Identifiers New from S 39.5.0 Information Each table of the Q1 and Q2 database schemas has a column named UUID of the Universally Unique...
Expiration and Adjustment Periods for Outdated and Changed Functions Attention In this overview includes functions which were discarded or changed substantially...
Overview of Reported Hours MOD0099SD In version DB 39.5.13, module 0099SD Overview of Reported Hours has been renamed Overview: Time Recording . The following...
Cancel Approval per Budget Period MOD009BDT Access path Portfolio Management Administration Edit Approvals Cancel Approval per Budget Period Information...
DT443 Session DI001606 User Code (ID) of the session user DI010670 User name Name of the logged on user DI001603 Start date Date on which the session of the user...
See also: Release Notes: Version Overview Release Notes: all Server Versions Release Notes of individual database versions: Version S 39.5.26 Attention...
Projects with Budget Overruns MOD0099EV Up to DB 39.5.13 From DB Version 39.5.13, module MOD0099EV Projects with Budget Overruns was renamed Projects with Budget...
See also: Release Notes (version overview) Release Notes: all Client versions Release Notes of each Client version: Version C 39.5.25 Stable 2 Fixed the...
DT484 Skill DI002775 Skill ID ID of the skill Details Skills are created or edited in the Skills module. DI002775 Skill ID of the skill Details Skills...
DT526 Person Resource DI026640 Person resource ID Code (ID) of the person resource. When you create person properties, the person code is applied to the person resource...
Terminate Project Information A project is completed when the project objective is achieved. The project completion is the official end point of a project. After...
DT475 Conversion Factor DI000294 Conversion factor ID ID of the conversion factor Note You can create and edit conversion factors in the Conversion Factors...
DT863 Object/Risk Checklist DI023117 Comment Notes on Query to manager DI023282 Query to manager Query to manager. It is answered by setting the Yes (answer)/No...
Headless Client Information The headless client is required for the implementation of batch jobs. I.e. for tasks to be performed on part of the server without...
DT 956 Apa DI010515 Apa ID of the contact person. Upon creation, the number is generated automatically. DI010516 Person ID of the person that is selected as a contact...
DT955 BP DI010514 BP Here, the ID of the business partner is displayed or selected from the listbox. Details Upon creation of a new business partner, the ID...
DT533 Stakeholder/Portfolio From DB 39.5.10 DI064441 Stakeholder Code (ID) of the portfolio stakeholder person DI064453 Role Role (function) of the stakeholder...
DT525 Stakeholder In DB 39.5.6, DT 525 Stakeholder has been renamed Stakeholder/person . If you use a DB version 39.5.6, please go to the DT525StakeholderPerson...
DT459 Project/Apa DI058064 CP Incarnation field of the Contact person name parameter. Here, a contact person is selected from the listbox. Note This field...
See also: Release Notes: Version Overview Release Notes: all Database Versions Release Notes of individual database versions: Version DB 39.5.1 Features...
See also: Release Notes: Version Overview Release Notes: all Database Versions Release Notes of individual database versions: Version DB 39.5.3 Features...
See also: Release Notes: Version Overview Release Notes: all Database Versions Release Notes of individual database versions: Version DB 39.5.5 Features...
See also: Release Notes: version overview Release Notes: all Server versions Release Notes of each Server version: Version S 39.5.20 Server From this server...
See also: Release Notes: version overview Release Notes: all Server versions Release Notes of each Server version: Version S 39.5.23 When updating to Server...
See also: Release Notes (version overview) Release Notes: all Client versions Release Notes of each Client version: Version C 39.5.24 Stable 1 Bugfixes...
See also: Release Notes (version overview) Release Notes: all Client versions Release Notes of each Client version: Version C 39.5.16 Features Performance...
See also: Release Notes (version overview) Release Notes: all Client versions Release Notes of each Client version: Version C 39.5.17 Features In continuous...
See also: Release Notes (version overview) Release Notes: all Client versions Release Notes of each Client version: Version C 39.5.18 Features Updated...
See also: Release Notes (version overview) Release Notes: all Client versions Release Notes of each Client version: Version C 39.5.19 Features Scales...
See also: Release Notes (version overview) Release Notes: all Client versions Release Notes of each Client version: Version C 39.5.20 Features Broad range...
See also: Release Notes (version overview) Release Notes: all Client versions Release Notes of each Client version: Version C 39.5.21 Features Implemented...
See also: Release Notes (version overview) Release Notes: all Client versions Release Notes of each Client version: Version C 39.5.23 Features Improved...
Schema Update New from S 39.5.0 Information Certain information in the data dictionary must be reflected in the database schema. This means, for example, that...
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...
Scales Information In modules, the scale must always be customized above the corresponding scale objects. Time Scale Information Time scale data items...
Scale Areas Informations A scale area serves to summarize scale fields. Scale areas must always be customized via data areas with date related data fields...
DT886 Recipient DI041347 Recipient Code (ID) of the news recipient. The description see under Recipient name. DI041352 Read Here, a message is marked as read....
DT 875 Risk Category DI053239 Risk category ID of the risk category. Upon creation, the ID is generated automatically. DI053250 Risk category name Here, the name...
DT855 Objective Status DI022657 Objective DI022669 Status name DI022670 Comment DI022671 Date DI022672 HT: status DI022673 OLE status symbol DI022673 OLE status...
DT804 Open Items Up to DB 39.5.0 Note From DB 39.5.0 Open items was renamed Todo items . Hence, the name of DT805 as well as the names of the corresponding...
DT435 I text Q2B DI008835 I text current language I text of the current language DI001549 I text Display/Editing options for the I text in the respective language...
DT346 Database instance DI024676 License License number DI025404 DB instance Database instance DI024675 DB schema Database schema for which a database access is...
DT282 Project/year/CTGr New from DB 39.5.0 Warning Between DB 39.5.0 and 39.5.7, the current addition was used for the values without structure summarization...
DT002 I Text Q6B DI026468 I text current language I Text of the current language DI024796 I text Display/Editing options for the I text in the respective language...
DT963 SAP Work Breakdown Structure New from DB 39.5.9 DI064075 Actual effort Summarized Actual effort value from all account assignment elements assigned to the SAP...