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...
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...
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...
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...
Tutorials for PLANTA project Integration Topic New/Updates Explanation Plan and Control Projects with PLANTA project and Jira Planning and implementation...
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...
Project Management by Process Models Information PLANTA project provides you with a means to base your project management on process models. Depending on...
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,...
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...
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...