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Welcome to the PLANTA Online Help

How did I get here?

The PLANTA online help has recently changed its platform. Saved URLs may no longer function and redirect you to this page.

Where do I find my contents?

Use the search on the start page of the Online Help or in the individual help areas to look for required content.

In your saved URLs, you can identify the help section via the key and see the title of the page you are looking for:

z.B. https://help.planta.de/project/latest/en/rights_control-57248300.html

→ Search in the PLANTA project and portfolio management area for rights control

Information

  • Here you can find further information on the Online Help.

  • The structure of the Online Help has not changed.

    • The PLANTA Online Help is divided into 6 spaces.

Space

Key

Content

Introduction/Program Operation

INTRO

Here you will find basic information regarding the structure and operation of the PLANTA software, as well as answers to questions such as:

  • How is the software interface structured?

  • How do I navigate the PLANTA software?

  • How do I enter new data or edit existing data?

Project and portfolio management

PROJECT

Here you will find detailed information regarding the implementation of the project and portfolio management of the PLANTA software, as well as answers to questions such as:

  • How do I plan a project?

  • How do I create status reports?

  • How do I record my hours worked?

  • How do I work with linked systems, as for example PLANTA Hybrid?

Customizing

CU

Here you will find detailed information regarding the application of the Customizing component, as well as answers to questions such as:

  • What do I need to consider when customizing the PLANTA software?

  • How do I create a new module?

  • How do I adjust a module?

interfaces

LINK

Here you will find detailed information regarding the use of interfaces , as well as answers to questions such as:

  • Which interfaces does the PLANTA software support?

  • How do I link classic project management with the agile component (PLANTA-Hybrid)?

  • How can I adjust interfaces?

Technology/Installation

TEC

Here you will find technical details and information regarding the installation and update of the PLANTA software, as well as answers to questions such as:

  • Which system requirements do I need to consider when setting up the PLANTA software?

  • How can I update the PLANTA software?

  • How can I keep my individual customizing when updating?

Agile (PLANTA pulse)

PULSE

Here you will find all information regarding the the agile component (PLANTA pulse), as well as answers to questions such as:

  • How do I create a board?

  • How do notifications work in the agile component?

  • Which system requirements do I need to consider when setting up the agile component?

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