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PLANTA project documentation Versions: 39.4.4.0 Venus on Earth 39.5.16 Venus Do you want to install PLANTA software? Please refer to System...

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...

Program Operation Mark/Unmark Records Information It is to be distinguished between marking and activating : Individual data fields are activated...

User Workflows (Tutorials) PLANTA project Tutorials Target group Topic New/updated Description target group content Prospective customers...

Anwendungs FAQ Allgemein Was bedeuten beide Zahlen in der Statusmeldung Anzahl Datens...

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...

Schedule MOD0099AN Access path Project panel (Idea, Proposal) panel Schedule Project (Idea, Proposal) panel Schedule Information The...

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...

Global Settings MOD009ABF Access path Customizer Module Customizer Modules Global Settings Customizer Master Data Global Settings Information...

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...

Data Dictionary MOD009101 Access path Customizer System Customizer Data Dictionary Information In this module, you can create new data...

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...

Systems MOD0099E1 New from DB 39.5.0 ProgramsMOD0099E1 Description for versions Access path PM Administration Master Data Systems Information...

Server and Client Configuration Topic name Topic content Client Parameters Description of the client parameters Client Registry Settings Definition...

Master Data Entry Attention Since master data entry includes the deletion of particular demo data which was automatically installed in the installation process...

Delete MOD009A9V Access path Project panel Project Core Data Delete planning object button in the header bar area Idea panel Idea Core Data...

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...

Check Reported Hours MOD009D2G New from DB 39.5.14 Access path Project panel (Proposal) panel Further ... Check Reported Hours 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...

Budget MOD009BOW From DB 39.5.0 BudgetMOD0099D6 Description for versions Access path Project panel (Idea, Proposal) panel Budget Access path...

Assign Planning Objects to the Portfolio MOD009BBC!! New from DB 39.5.3 AssignProjectsIdeasOrProposalsMOD009BBC Description for versions Access path...

Rights Management in PLANTA project Information In PLANTA project, a distinction is made between two different levels of rights management: Rights...

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...

Tutorial: Resource Planning and Simulation

Workflow: Create Portfolio Status Report From DB 39.5.10 Please note The following workflow applies to database versions starting from 39.5.10. The following...

Workflow: Create Portfolio Status Report Version overview

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...

Tutorial: Create Portfolio Version overview

Tutorial: PLANTA project Administration Version overview

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: Process Model Workflow Version overview

Tutorial: Resource Planning with PLANTA project From DB 39.5.15 Resource Planning with PLANTA project and PLANTA portfolio Introduction Objective of this...

Tutorial: Resource Planning with PLANTA project Version overview

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: Structure Tasks Version overview

Workflow Examples for Project Budgeting Version overview

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: Create, Plan, and Control Projects with PLANTA project Version overview

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...

Tutorial: Operation of the PLANTA Software Version overview

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: Project Team Member Workflow Version overview

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...

Tutorial: Operation of the PLANTA Software (Light) Version overview

Workflow Versions This topic contains the version table of the individual User Workflows and serves as an include source. JiraTutorial go to further tutorials...

Tutorial: Project Creation, Planning and Controlling (Light) Version overview

Architectural Overview Database Bindings/Support Oracle Microsoft SQL Server Installer Based on izPack (Java) Bundles all components Update...

Module Workflow: Level 3 (Tutorial) Information This module workflow builds on the Test Module created in Module Workflow: Level 1 and expanded...

PLANTA link : Standard Interfaces Standard Interfaces for Jira Jira: Create User Creates PLANTA users in Jira The default password is start1234 and...

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...

Utilization MOD0099GP Access path Multi Project Management Project Planning Multi Project Board panel Utilization Resource Management...

Send Info MOD009A1T Access path Project (Idea, Proposal, Program) panel Project Core Data Send info context menu command in the Stakeholder area...

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...

Roles MOD003649 Access path Customizer System Customizer Administration panel Roles PM Administration Master Data Administration...

Time Recording in PLANTA Hybrid Information This topic describes the time recording options available when using the hybrid planning method with PLANTA project...

Status MOD009CSG New from DB 39.5.10 PortfolioStatusReportsMOD009CB0 Description for versions Access path Portfolio Management Multi Portfolio...

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...

pojo The pojo module provides all basic functions for interacting with pojos Basic POJO Functions Function Parameters Return Value Description...

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...

I Text Translation Information PLANTA offers two options for translating I texts from the source language environment via the Translation...

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...

Customize the Further... Module New from DB 39.5.9 Information The Further... module is a summarization of the modules that are required to edit a...

Customizing Functions Topic Explanation Customize Actions Customize different actions on data fields, e.g. links, buttons, etc Traffic light customizing...

Further... MOD009CRJ New from DB 39.5.9 Access path Project (Idea, Proposal) panel Further... Project (Idea, Proposal) panel Further... Module...

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...

Installation/Update with PLANTA Installer From S 39.5.27 Description for versions S 39.5.8 39.5.26 InstallationByAutomaticInstallerS3950UpToS3957...

Cost Posting MOD009ALO New from DB 39.5.2 MaterialCostPostingMOD009ALO Description for versions Access path PM Administration Special Editing...

Progress MOD009ABC Access path Project panel Further... Progress Project panel Progress Information In this module, you can...

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...

Web Entities MOD009CRU New from DB 39.5.10 Access path PLANTA link role Web Interfaces Configuration panel Web Entities Information In this...

Revenues Posting MOD009ALP Access path PM Administration Special Editing Modules Revenues Posting PM Administration Special Functions Revenues...

Outline Plan MOD009BJV Access path Idea / Proposal panel Outline Plan Idea / Proposal panel Outline Plan Information The Work Breakdown...

Change Module Variants via the Customizer Information Below you will find the description of editing options for module variants for users who possess customizing...

Logging MOD009C3L New from S 39.5.4 Access path PLANTA link role Interface Configuration Configuration and Execution panel Configuration View...

Key Combinations (Shortcuts) Information Key combinations in the PLANTA software (excerpt) Code Action Menu items / Further information Ctrl...

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...

Jython API Information This topic describes the public Jython API of PLANTA These functions are guaranteed to be supported in future versions Tip...

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...

Customer Customizing Deployment !! From S 39.5.12 CuExchange Description dor versions Information The customizing delivery procedure serves to roll...

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...

User Synchronization MOD009CZ1 New from DB 39.5.11 Access path PLANTA link role PLANTA pulse Interfaces User Synchronization Information In...

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...

Skills MOD0099DU Access path PM Administration Master Data Skills panel Skills Information In the Skills module, skills are created, which...

Customizing Workflows (Tutorials) Topic New/Updates Explanation Administration Workflow (Tutorial) How to create employees as persons, users,...

Tutorials for PLANTA project Integration Topic New/Updates Explanation Plan and Control Projects with PLANTA project and Jira Planning and implementation...

PLANTA link Workflows (Tutorials) Topic New/Updates Explanation Interface Workflow: Export Customizing of an export interface (with and without...

OLEs MOD006573 Access path Customizer Display Objects OLEs Information In this module, OLE objects can be created, edited, and deleted. Module...

Variables Information Variables are values which are changed by PLANTA software dependent on conditions and operations. Variables may be permanently programmed...

Import/Export Database !! Up to S 39.5.12 Description for versions S 39.5.12 Information For the import/export of databases (i.e. for Oracle more...

Database Export/Import !! From S 39.5.12 DatabaseImportExportUpToS39512 Description for versions Information In the course of the database export...

See also: Release Notes: Version Overview Release Notes: all Server Versions Release Notes of individual database versions: Version S 39.5.29 Attention...

Evaluation Criteria MOD0099FA Up to DB 39.5.7 Description for versions 39.5.7 Access path Portfolio Management Portfolio Administration Portfolio...

Employee Board Panel Access path Employee Own Planning Employee Board Information The Employee Board panel is the project member`s processing...

Edit Hours to be Worked MOD009BQ3 New from DB 39.5.0 Access path PM Administration Master Data Resources Edit hours to be worked button Information...

Import/Export Database !! Up to S 39.5.12 Description for versions S 39.5.12 Information For the import/export of databases (i.e. for Oracle more...

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...

Check Database Consistency MOD007213 From DB 39.5.0 RelationshipCheckMOD007213 Description for versions Access path Customizer Databases Check...

Budget MOD009CS7 New from DB 39.5.10 PortfolioMOD009BPB Description for versions Access path Portfolio Management Multi Portfolio Board...

Absence MOD009AVH Access path Resource Management Department Planning Department Board panel Absence Information This module provides the...

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...

Subprojects MOD009A4F Access path Project panel Further... Subprojects Project panel Subprojects Information In this module, a project...

Status MOD009BQQ New from DB 39.5.0 StatusMOD0099JU Description for versions Access path Project panel (Proposal panel) Status Information...

Schedule MOD009C9E New from DB 39.5.0 Access path Program panel Schedule Information In this module, you can do the following: for the program...

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...

OLE Objects General Information OLE (Object Linking and Embedding) means the linking of objects from other applications to one...

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...

Dynamic Variables MOD000602 Access path Customizer Master Data Variables Dynamic Variables Information In this module, dynamic variables...

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 Modules User Menu of the Customizer Role Master Data Charts Date Listboxes Dialog Messages Assignment of Print Areas...

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...

Budget MOD0099D6 Up To DB 39.5.0 Description for versions DB 39.5.0 Access path Project (Idea, Proposal) panel Budget Information In...

Modules MOD000855 Access path Customizer Module Customizer Modules Modules Menu items: Tools Edit activated module (F9) Confirm the...

Assign Resources MOD0099IG !! From DB 39.5.12 ResourceListMOD0099IG Description for versions Access path Project (Idea, Proposal) panel Schedule...

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...

Dialog Messages MOD003596 Access path Customizer Master Data Dialog Messages Information In this module, dialog messages can be created, edited...

Task MOD0099CA Access path Project (Idea, Proposal) panel Schedule Click on the link on the ID of the required task or select the Edit task context...

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...

Simulation MOD009CTG New from DB 39.5.10 Access path Portfolio panel Simulations Click on the Create simulation button Simulation Portfolio...

Idea Core Data MOD0099SE Access path Idea panel Idea Core Data Information In this module, the core data and parameters of an idea are created and...

Proposal Core Data MOD0099TJ Access path Proposal panel Proposal Core Data Information In this module, the core data of a proposal is created and...

WBS MOD009ACB Access path Project (Idea, Proposal) panel WBS Project (Idea, Proposal) panel WBS Information In this module, the work...

Resource Data Sheet MOD0099DT Access path PM Administration Master Data Resources Click on the New button (to create a new resource) or on other...

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...

Module Variants MOD009A7X Access path Customizer Module Customizer Modules Link on the Standard MV field for Standard module variants Customizer...

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...

Resource Planning Information In resource planning, PLANTA project distinguishes 3 levels: Resource master data Resource planning...

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...

PLANTA Products PLANTA offers the following products: Product Short description PLANTA project Tool for the operative planning and controlling of...

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...

PLANTA pulse and PLANTA Hybrid Parameters MOD009D04 New from DB 39.5.11 Access path PLANTA link role PLANTA pulse Interfaces User Synchronization...

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...

Hyperlinks Information PLANTA project supports three different types of hyperlinks HL: Linked files (real hyperlinks) HL: Local files...

Customizing Examples for Interfaces Customize Individual System Check Class (from DB 39.5.7) Task Customize an individual check class The class is supposed...

Zoom Function Zoom in the Module Zoom Functions as Menu Items Menu item Sub menu item ID Button Shortcut Description Zoom...

DT416 Relationship DI000277 Index The index is the identification of the primary key of a data table. Each data table belongs to exactly one index....

Assign Planning Objects to Portfolio(s) MOD009BYF !! From DB 39.5.12 MyPortfoliosMOD009BYF Description for versions Access path Project panel...

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...

Todo Items MOD009ABH From DB 39.5.0 OpenItemsMOD009ABH Description for versions Access path Project panel Further... Todo Items Project...

Cost Types MOD009BQE New from DB 39.5.0 CostTypesMOD009BQE Description for versions Access path PM Administration Master Data Cost Master...

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...

Data Maintenance New from DB 39.5.15 Access path PLANTA link role Jira Interfaces Data Maintenance panel Modules of the panel Synchronized Objects...

PLANTA Python Interface

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...

Function Library New from S 39.5.4 Note Both global and dynamic variables can be used in the parameters. Using invalid variables leads to undefined...

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...

Skins MOD006556 Access path Customizer Display Objects Skins Information In this module, display parameters and default settings of the skins...

Colors MOD000852 Access path Customizer Layout Objects Colors, Symbols and Effects Colors Information When you open the module, all existing...

Data Areas not Assigned to Modules MOD000004 From DB 39.5.8 DataAreasWithoutAssignmentsMOD000004 Description for versions Access path Customizer...

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...

Table of Contents of the PLANTA project Documentation

Configuration in Read Mode MOD009CIS New from DB 39.5.7 Access path PLANTA link role Interface Administration Completed Configurations Open configuration...

Mapping Parameters MOD009C45 New from S 39.5.4 Access path PLANTA link role Interface Configuration Configuration and Execution panel Configuration...

Interface Templates MOD009C3N New from S 39.5.4 PLANTA link role Configuration and Execution panel Configuration Copy template button PLANTA...

Generate Mapping MOD009C5O New from S 39.5.4 Access path PLANTA link role Interface Configuration Configuration and Execution panel Configuration...

PLANTA project Home Index Table of Contents Search

Work Reporting MOD009ABV Up to DB 39.5.13 Description for versions DB 39.5.13 Access path Employee Own Planning Employee Board Work...

Customizing with Threshold Values Information In PLANTA, there are different data items that calculate the threshold values (limiting values) and change the...

Text Constants MOD000012 Access path Customizer Master Data Text Constants Information Text Constants are multilingual texts (I texts). One and...

Process Status MOD0099V3 Access path Project panel Process Status (floating module window at the bottom of the panel) Request panel Process Status...

Process Model Templates MOD0099TY Access path PM Administration Master Data Process Model Templates Process Model Templates Request management...

Request Panel Access path Open the panel in order to view or make changes to an existing request By clicking on the ID of the requested request...

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...

Info MOD009A3F Up to DB 39.5.13 From DB version 39.5.13, the Info module is no longer used. Access path Employee Own Planning Employee Board Info...

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...

Configuration MOD009C35 New from S 39.5.4 Access path PLANTA link role Interface Configuration Configuration and Execution panel Configuration...

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...

Mapping Parameters Archive MOD009C7L New from S 39.5.4 up to DB 39.5.7 Access path PLANTA link work area Archive Edit parameter button on a mapping...

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...

I Text Translation Panel Access path Customizer Translations I Text Translation Information The modules of the I text translation panel serve...

Migration Packets Panel New from S 39.5.11 OverviewOfTheMigrationPacketsMOD009BWQ Description for versions MigrationPacketsMOD009BWQ Description for...

Configuration Panel Description for versions 39.5.9 Access path PLANTA link role Configuration Modules of the panel Configuration...

Configuration and Execution Panel New from DB 39.5.9 PanelConfigurationLink Description for versions Access path PLANTA link role Interface...

Configuration Panel New from DB 39.5.10 Access path PLANTA link role Web Interfaces Configuration panel Modules of the panel Web Interfaces...

Colors, Symbols. and Effects Panel Access path Customizer Layout Objects Colors, Symbols and Effects Modules of the panel Basic Colors Colors...

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...

Budget MOD009C9S New from DB 39.5.0 Access path Program panel Budget Program Area Information In the area header, specifications on the program...

Known/Fixed Issues Client Problem New from Fixed on Currently, effects, e.g. on bars, are not supported in PDF export. Due...

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...

Absence MOD009AJO Access path Project Panel (Idea, Proposal) Project Core Data (Proposal Core DataIdea Core Data) Display absence context menu command...

Change Request MOD0099JV Access path Project panel Further... Change Request Project panel Change Request Information In the Change...

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...

Special Functions MOD009CEP From S 39.5.11 up to DB 39.5.7 Description for versions DB 39.5.7 and S 39.5.11 MigrationPacketsMOD009BWQ Description...

Documents MOD0099IP Access path Project panel (Idea, Proposal) panel Further... Documents Project (Idea, Proposal) panel Further... Documents...

Info Board MOD009AFK Access path Project panel Info Board Information This module is the information center of a project. It provides an overview...

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...

User Documentation Category Explanation User Data Fields Here, data fields of the user modules are described, grouped by the respective data tables...

Option Modules for MV MOD009A0K Access path Extras menu item Option Module for MV Option Module for MV ALT CTRL D Information Here, changes...

User Synchronization MOD009D6T New from DB 39.5.15 Access path PLANTA link role Jira Interfaces User Synchronization Information In this module...

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...

Optional Packets MOD009CF3 New from S 39.5.11 OverviewOfTheMigrationPacketsMOD009BWQ Description for versions MigrationPacketsMOD009BWQ Description...

Completed Packets MOD009CEQ New from S 39.5.11 OverviewOfTheMigrationPacketsMOD009BWQ Description for versions MigrationPacketsMOD009BWQ Description...

Status MOD009C97 New from DB 39.5.0 Access path Program panel Status Information In this module, you can view existing status reports and create...

Dashboard MOD0099JT Access path Project panel Dashboard Information This module acts as a kind of message center for changes made to the project....

Milestone Overview MOD009C8X !! New from DB 39.5.0 Access path Program panel Further... Milestone Overview Access path Program panel Milestone...

DT527 Stakeholder DI026560 Stakeholder ID Code (ID) of the stakeholder. For description, see DI034521. DI026560 Stakeholder Code (ID) of the stakeholder. For description...

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...

Printing General Information on Printing Information You can print modules in the following formats: A4 (portrait or landscape format) A...

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...

New Project MOD009A71 Access path Multi Project Management Project Planning New project link Multi Project Management Project Planning...

New Proposal MOD009A73 Access path Employee Ideas and Proposals New proposal link Project Management Planning New proposal link...

New Idea MOD009A72 Access path Employee Create idea New Idea link Project Management Planning New Idea link Portfolio Management...

Opportunity Trend Analysis MOD0099N7 Access path Project panel Info Board Link Opportunity Trend Analysis in the Opportunity Trend area Opportunity...

Resource Requirements MOD0099NL Access path Project (Idea, Proposal) panel Budget Effort Reports link in the Cost details area Effort Reports...

Include Subproject in the Structure MOD009BHG Access path Project panel Further... Subprojects in the box of the required project, click on the Create...

Automatic Numbers MOD002838 Access path Customizer System Customizer Automatic Numbers Information In this module, configurations for generating...

Generate Definition MOD009CIW New from DB 39.5.7 up to DB 39.5.9 Description for versions 39.5.9 Access path PLANTA link role Administration...

Absence of the Department MOD009ALC Access path Employee Own Planning Employee Board Absence: Department Information In this module, absence...

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...

Change Request MOD009C8Z New from DB 39.5.0 Access path Program panel Further... Change Request Access path Program panel Change Request...

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...

Conflicts MOD009D2P !! New from DB 39.5.14 Access path DB Update / ICOU Configuration Conflicts Information In this module, an overview of all...

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...

Resource Plan MOD009CGA New from DB 39.5.6 Access path Project panel Further... Resource Plan Project panel Resource Plan Information...

Jira Parameters MOD009D6O New from DB 39.5.15 Access path PLANTA link role Jira Interfaces User Synchronization Jira Parameters PLANTA...

Customize Hyperlinks Information PLANTA project supports three different types of hyperlinks HL: Linked files (real hyperlinks) HL: Local...

Define Incarnation/Fetch Exit MOD0099RW Access path Data Dictionary Define Incarnation/Fetch Exit context menu on the required data item Define Incarnation...

License Level MOD009B8Z Access path Customizer Administration License Level Information The module provides information on the PLANTA products...

Listbox Values MOD0099Z1 Access path Customizer Master Data Listbox Values Information In this module, new listbox categories and their values...

Costs and Revenues per Month MOD0099Q6 Access path Multi Project Management Reports Cost Overviews panel Costs and Revenues per Month Project...

Costs by Cost Types / Month MOD0099PS Access path Multi Project Management Reports Cost Overviews panel Costs by Costs Type Groups/Month...

License, System Parameters and DB Instances MOD006355 Access path Customizer Databases License, System Parameters and DB Instances Information...

Migration Packets MOD009BWQ New from DB 39.5.0 / Up to S 39.5.11 OverviewOfTheMigrationPacketsMOD009BWQ Description for versions Description for versions...

Python Macros MOD009954 Access path Customizer Module Customizer Modules Python Macros Information In this module, the existing module Python...

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...

Archive MOD009C64 New from S 39.5.4 up to DB 39.5.6 Description for versions DB 39.5.9 Description for versions DB 39.5.7 up to DB 39.5.8 Access...

Archive MOD009CIP New from DB 39.5.7 up to DB 39.5.8 Description for versions DB 39.5.9 ArchiveMOD009C64 Description for versions Access path...

Python Integration General Information There are two Python interpreters integrated in the PLANTA software: IronPython v2.7.2 CPython v3.2....

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...

Relationship Check MOD007213 Up to DB 39.5.0 / S 39.5.8 Description for versions S 30.5.8 or DB 39.5.0 Access path Customizer Databases...

Server Parameters !! From S 39.5.11 Description for versions S 39510

Server Parameters !! Up to S 39.5.10 Description for versions S 39.5.11

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...

Module Module Structure: Interface Module components Module title contains the name of the module. Data windows subdivide module...

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...

Program Application MOD009CAB New from DB 39.5.0 Access path Program panel Further... Program Applications Create program application Program...

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...

Interface Parameters MOD009CJE New from DB 39.5.7 InterfaceParametersMOD009C3I Description for versions Access path PLANTA link role Configuration...

Execution MOD009CIK New from DB 39.5.7 TransactionMOD009C3K Description for versions Access path PLANTA link role Configuration and Execution...

Tutorial: Module Workflow: Level 1 (Tutorial) Version overview

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...

DT415 Data Table Attention Each data table in PLANTA must possess a UUID. This includes: a UUID data item The ID of the UUID data item must...

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...

database The database module provides functions for interacting with the database Functions Function Parameters Return Value Description db select...

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...

Users MOD003689 Access path Customizer System Customizer Administration panel Users PM Administration Master Data Administration panel...

Data Items MOD000100 Access path Customizer System Customizer Data Items In this module you can edit data items by changing the data item parameter...

Select Stakeholders MOD0099IJ !! Up to DB 39.5.12 Description for versions 39.5.12 Access path Project (Idea, Proposal) panel Project Core...

Assign Stakeholders to Planning Object MOD0099IJ !! From DB 39.5.12 SelectStakeholdersMOD0099IJ Description for versions Access path Project (Idea...

Work Areas MOD0099YT Access path Customizer System Customizer Administration panel Work Areas Customizer System Customizer Administration...

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...

Data Areas MOD000857 Access path Customizer Module Customizer Data Areas Customizer Module Customizer Modules Click on the link on the...

My Activities MOD009BJ3 New from DB 39.5.0 MyTodoItemsMOD009BJ3 Description for versions Access path Employee Own Planning Employee Board...

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...

Database Release Notes Date Version 7/22/2020 DB 39.5.16 (69268) 4/24/2020 DB 39.5.15 (68701) 8/5/2019 DB 39.5.14 (66998) 2/28/...

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...

Module Workflow: Level 2 (Tutorial) Version overview

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...

Persons MOD009A3Q Access path Customizer System Customizer Administration panel Persons PM Administration Master Data Administration...

Simulations MOD009CU8 New from DB 39.5.10 Access path Portfolio panel Simulations Information In this module, you can create new simulations...

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...

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...

User Functions Function Explanation Available Create Edit Delete Links Create and edit dependencies between tasks Working Time Recording Overview...

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...

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....

My Watchlist MOD009C9K New from DB 39.5.0 Access path Program Management Planning Multi Program Board My Watchlist Multi Project Management...

Portfolio Status Reports MOD009CB0 New from DB 39.5.0 Description for versions DB 39.5.10 Access path Portfolio Management Multi Portfolio...

Tutorial: Web Based Recording of Hours Worked with PLANTA Hybrid Version overview

Tutorial: Plan Your Project with PLANTA Hybrid Version overview

Tutorial: PLANTA project Administration Version overview

Load Profiles MOD0099E2 Access path PM Administration Master Data Resources Load Profiles Information The Load Profiles module provides...

Cycle Search MOD000112 Access path Project Administration Special Functions Volume Parameters Cycle Search Information In the Cycle Search...

Working with the PLANTA Documentation (PLANTA Wiki) Attention: Changed documentation procedure from 39.5.0 Information They are specified explicitly in the Release...

Process Model Templates Panel Access path PM Administration Master Data Process Model Templates The Process Model Templates panel summarizes...

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...