Start Program
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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
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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.
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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.
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Procedure for first time login - Enter the user ID (user code) in the upper input field.
- Confirm with OK.
- Confirm the Please change the password dialog with OK.
- An input window is opened.
- 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.
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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.
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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
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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.