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 is defined as a startup panel for the respective user, it will be loaded.

  • If no startup panel has been defined, only the user menu of the corresponding user 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.

Notes

  • 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. New input 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.

    • PLANTA standard roles are already assigned to these standard users. A role gives the users to whom it is assigned access to one or more groups of modules and/or menu items.

    • PLANTA standard users are used without passwords.

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

List of the PLANTA standard users


Users

Roles

R41

Multi-project management, Project management, Project management administration, Employee/work reporting

R47

Management, Employee/Work Reporting

R45

Management (particularly for use 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 is open, you can also exit the program using the x button in the title bar.