Introduction/Program Operation
Introduction/Program Operation
Breadcrumbs

Start, Login, Exit

 Start Program

Procedure

  • Double click on the PLANTA icon.

    • The initial logo screen is now displayed, and the network link to the server computer is established.

Login

Note

  • The following description is intended for PLANTA software users. If you are a PLANTA software administrator who installed the PLANTA system, please click here to get information on the first login after installation.

Information

  • After the program is started, a form with two input fields for user ID (user code) and password is displayed in front of the program logo.

Procedure for first time login

  • Enter the user ID (user code) in the upper input field.

    • The user receives its user ID (user code) from the PLANTA project administrator (or a person that possesses the right to enter master data in PLANTA project systems).

  • Confirm with OK.

  • Confirm the Please change the password dialog with OK.

  • An input window will be displayed.

    • Leave the Old password field empty.

    • Enter a new password in the New password and Confirm new password fields.

  • Click on OK.

  • Confirm the Your password has been changed successfully message with OK.

  • If a particular Panel | id (39.5.20 en)Panel Panel is defined as a startup panel for the respective user, it will be loaded.

  • If no startup panel has been defined for the user, the user menu will be loaded.

Procedure after next login

  • Enter the user ID (user code) in the upper input field.

  • Enter the password in the lower input field.

  • Confirm with Login or OK.

Note

  • If a wrong user ID or a wrong password are entered, the User and/or password are unknown error message will be displayed and the input fields will be emptied. A new entry can be made.

  • The PLANTA standard users can be used for demo purposes.

    • The PLANTA Standard users are only available if PLANTA demo data is installed.

    • These standard users contain assignments of PLANTA standard roles.  A role gives the users to whom it is assigned access to one or more groups of modules and menu items.

    • PLANTA Standard users are used without passwords.

      • This does not apply to the P20 and R90 users. Please contact your PLANTA consultant to obtain the password for this user.

List of the PLANTA standard users


User

Role

R41

Multi-Project Management, Project Management, Project Management Administration, Employee/Work Reporting

R47

Management, Employee/Work Reporting

R45

Management (for using with the Web Client)

R49

Project Management Administration, Employee/Work Reporting

R60

Program Management, PM Administration, Employee/Work Reporting

R43

Resource Management, Employee/Work Reporting

R1

Employee/Work Reporting

R8

Project Management, Employee/Work Reporting

R40

Project Management, Employee/Work Reporting

R70

Portfolio Management, Employee/Work Reporting

P20

Customizer, Project Management Administration

R90

Customizer, Interface Customizer, Project Management Administration


Exit Program

Procedure

  • Use the Data → Exit Program menu item or press ALT + F4

    • If there are any unsaved changes, the following message will be displayed: Save? Some data has been changed. After the message has been confirmed, the program is closed.

    • If all changes have already been saved, the program will be closed (without further prompt).

  • If no Panel | id (39.5.20 en)Panel Panel is open, you can also exit the program using the x button in the title bar.