Menus and Menu Items

Filter

12

CTRL + Q

Starts a filtering process.

See also: Filter

Cancel filtering

338

ESC

Cancels the filtering process.

Refresh/reset

19

F7/ F5

Refreshes the display in accordance with the last changes or resets the current selection without closing the module.

Sort

32

If the sort order has been changed in the module, the sort order predefined in customizing can be reestablished.

See also: Change the sort order

Search in Module

351

CTRL + F

Opens the

in which you can enter the string to be searched for in the module When pressing the key combination again, the search bar is closed again.

See also: Search in Module

Print Preview

149

Opens the

which provides an exact representation of the print output and page division on screen. You can define a zoom setting for the print preview which deviates from the module window.

Page Break Preview

361

Opens the

Print directly

31

Sends the module data with the current settings to the printer.

Print via options

310

CTRL + P

Here you can change print options before printing.

Close panel/module

49

CTRL + F4

Closes the active panel/module

Notes for customizers: Once a module/panel is closed, it must no longer be used by Python in any way. Each method/attribute call to a closed module/panel may lead to program instabilities and crashes!

Exit Program

135

ALT + F4

Closes the program.

Undo

3

CTRL + Z

Undoes the last change performed.

This menu item only takes effect in the following procedure:

• Change data field content (manually or via CTRL + V, CTRL + X or D&D copying field to field)

  • Changes of data field contents can be undone without activating another field upfront. I.e., if you click on the Undo button while the focus is in a field, the input in this field will be undone first. When clicking on the menu item repeatedly, previous inputs will be undone one by one.

• All functions of the form editor

Redo

4

CTRL + Y

Redoes the change last performed.

Insert

11

F4

Inserts a new record of equal rank.

Insert subordinate area

91

Inserts a subordinate record.

Upon use in Python macros or as an action ID in a data area, this menu item will be non-functional. See also

.

Save.

34

CTRL + S

Saves the data including performed changes in the database.

Delete

40

SHIFT + DEL

Deletes the marked records from the database. You will be asked whether you really want to delete the data.

See also: Delete

Copy via Drag&Drop

Definition of a copy type for

Field to Field

156

CTRL + 1

Field to Column

33

CTRL + 2

Column to Column

146

CTRL + 3

Record(s)

157

CTRL + 4

Copy operation

Definition of a copy type for

.

Copy operators can only be used for the Field to Field, Field to Column, and Column to Column copy types.

Replace

162

Standard settings: The values in the target data fields are replaced by the values from the source data fields.

+

163

A value is added to the value in the source data field and the result is entered in the target data field. The addend can be defined by making an entry in the Add: dialog window.

-

164

A value is subtracted from the value in the source data field and the result is entered in the target data field. The subtraction value can be defined in the Subtract: dialog window.

*

165

A value is multiplied by the value in the source data field and the result is entered in the target data field. The multiplication value can be defined by making an entry in the Multiply by: dialog window.

/

166

The value in the source data field will be divided by any required value and the result will be entered in the target data field. The division value can be defined by making an entry in the Divide by: dialog window.

Calculate Schedule

35

CTRL + R

Carries out the entire calculation of the schedule including dates, resources (capacity loading), and, if the required settings are made, costs as well.
The menu item equates to the Schedule calculation menu item ( ) in older PLANTA .

Unload schedule

37

The project will be unloaded with regard to dates, the resources will be approved.

Mark all

154

CTRL + A

Marks all records in the module.

Unmark all

151

CTRL + D

Unmarks all records in the module.

Full screen

301

F11

Activates/deactivates full screen view

Show child area +

92

CTRL + +

Unhides the data of the child data area for the activated record.

Show child area ++

124

CTRL + *

Unhides the data of the child data area for all records.

Hide child area -

93

CTRL + -

Hides the data of all child data areas for the activated record.

Hide child area - -

145

CTRL + /

Hides the data of all child data areas for all records.

Zoom

Zoom = 100 %

150

CTRL + 0

Zooms the module content to 100 %.

Zoom +

97

Enlarges the display of the active module on the screen.

Zoom -

96

Reduces the display of the active module on the screen.

Bar mimic

If you select one of the following bar mimic types, a scroll will be performed in the module when you click in a data field of a record outside a scale (e.g. window 1 or 2) the corresponding bar/today line of which is not in the visible area.

Scroll to requested dates

267

A scroll to the beginning of the corresponding requested date bar will be performed automatically.

• This menu item only takes effect if the Edit requested dates checkbox is activated for the appropriate bar field through the customizer.

Scroll to actual dates

268

A scroll to the beginning of the corresponding actual date bar will be performed automatically.

• This menu item only takes effect if the Edit actual dates checkbox is activated for the appropriate bar field through the customizer.

Static

269

No automatic scroll will be performed.

Scroll to the first bar

273

A scroll to the beginning of the first corresponding date bar will be performed automatically.

Scroll to today

274

A scroll to today’s date’s date will be performed automatically.

Filter criteria

61

CTRL + ALT + F

Opens the Filter criteria module for the respective active module.

See also: Filter and Set Filter Criteria

Export to Microsoft Excel

321

Create PDF

Creates a PDF file which contains the content of the selected module
After you have selected the menu item, a dialog will be opened in which the target path defined in the PDF export path parameter under Global Settings is displayed. You can consult it here, in the dialog, if necessary. If no path is defined in the PDF export path parameter, the desktop of the user will be used as a path (%HOMEDRIVE%%HOMEPATH%\Desktop). After confirmation of the default path or selection of another path, the export will be started. If the file already exists in the target, a respective dialog is opened. When printing the file, you can change different parameters like, e.g., format or paper size, via the print options.

Create PDF as an e-mail attachment

Creates a PDF file which contains the content of the current module, opens the Outlook window for e-mail dispatch and attaches the created PDF file

Go to

CTRL + G

Home

CTRL + H

Opens the module or panel stored for the current user in the Startup macro data field.

Web Client: If the menu item is confirmed while the module to which the menu item leads (the startup module) is already open in another tab, a red point will be displayed in the tab of the startup module. The point disappears once you switch to another tab.

Change Load Startup Modules

Opens the Load Startup Module module, in which the user can define which of the startup modules of the role assigned to him/her is to be opened upon program start or when clicking on the Extras → Home menu item and which startup modules are not to be opened.

Time stamp

235

CTRL + T

Output of a time stamp in the current input field <User> <current date> <time>.

Downloads

36

Opens the Downloads window, in which all downloaded and changed data is displayed and can be edited.

See also: Hyperlinks

Change Password

27

Opens a dialog for

Data field description

F1

Opens the description of the activated data field in the PLANTA Online Help.

Module description

F2

Opens the description of the active module in the PLANTA Online Help.

Open Online Help

CTRL + M

Opens the start page of the PLANTA Online Help.

Data field information

CTRL + F1

Opens the Data Field Information module in which important customizing information is displayed, like, e.g., exits or value ranges.

Module information

CTRL + F2

Opens the Module Information module in which important customizing information is displayed, like, e.g., module ID or data areas.

System information

CTRL + B

Opens the System Information module in which information like, e.g. logged-on user and license are displayed.

Evaluate us!

Link to the Trusted and Capterra software evaluation portals

Insert

Save.

Search

Filter

Refresh

Undo

Redo

Delete

Customizing mode*

Home

Calculate Schedule

Search in Module

CTRL + F

• By using the shortcut, the cursor will be placed in the search field.

• You can close the toolbar by clicking on the button. See also ESC.

Search:

Field in which the search term is entered.

Down

F3

Move to the next hit (down). The first hit will be highlighted in green.

Up

SHIFT + F3

Move to the previous hit (up). The first hit will be highlighted in green.

Capitalization

ALT + G

Defines whether case sensitivity is to be considered.

Highlight

ALT + H

Defines whether all hits are to be highlighted in yellow.

Use regular expressions

ALT + R

Defines that the search term is analyzed as regular expression.

ESC

If the search bar is focused, it is closed.

Print directly

Sends the module data with the current settings to the printer.

Print via options

CTRL + P

Here you can change print options before printing.

Edit Margins

Shows the margins as continuous lines which can be dragged to the required position with the mouse. Further information.

This menu item is only available in print preview.

Text Marker

Marks the required area in the print preview like a text marker. Further information.

This menu item is only available in print preview.

Insert Comment

Inserts a comment in the required area in the print preview. Further information.

This menu item is only available in print preview.

Zoom = 100 %

CTRL + 0

Zooms the module content to 100 %.

Zooms to page width

Zooms the module content to page width.

Zoom +

CTRL + scroll up with the mouse

Enlarges the module content. Margins, header and footer remain unchanged. When you use this type of zooming, you can spread the module content over several pages and the number of pages may vary.

Zoom -

CTRL + scroll down with the mouse

Reduces the module content. Margins, header and footer remain unchanged. When you use this type of zooming, you can change the splitting of the module content over several pages and the number of pages may thus vary.

Zoom

You can enter the required zoom degree. The displayed value is refreshed automatically if you zoom using the Zoom + or Zoom -buttons.

Format

Here, the required paper format can be selected from the listbox. The changed format immediately becomes visible.

• If you need user-specific formats, you have to set them directly on your printer via the Print via options menu item. Such formats will not be displayed in the print preview but only in the printed version.

Portrait/landscape format

Switch directly between portrait and landscape format.

Reset changes

All changes made to the print preview with regard to zoom, margin width, etc., will be reset to their default settings.

Extend module title

Extends the module title.

• The text entered in the dialog box will be added to the module title as an extension.

Notes

• The module title extension will also be applied to the module itself after closing the print preview/page break preview.

• The module title extension will automatically be removed when the module is closed.

Tip

• In order to undo the module title extension without having to close the module, open the menu item and click on OK.

Open PLANTA Online Help

Opens the Print page of the PLANTA Online Help which contains information on printing and on print and page break preview.

CTRL + Pos1

Go to start

CTRL + End

Go to end

CTRL + Print

Copy an image to the clipboard

ALT + Arrow down

Opens the corresponding listbox in a listbox data field