Project and Portfolio Management
Version 27 Version 26 39.5.25 39.5.23 39.5.22 39.5.21 39.5.20 39.5.19 39.5.18 39.5.17 German English
Version 27 Version 26 39.5.25 39.5.23 39.5.22 39.5.21 39.5.20 39.5.19 39.5.18 39.5.17 German English

Navigation Areas

The navigation in PLANTA project is divided into areas. An area is a thematically related group of module panels. Each module panel in turn brings together several related modules.

The management of the areas and their assignment is handled by the project management administrator, who implements this as part of rights control.

Areas in PLANTA project

Information

  • In PLANTA Project, the following four areas are available by default:

Area

Included Module Panels

Personal Area

My Work, Time Recording, Absences

Planning

Projects, Programs, Portfolios

Resources

Utilization, Hours Worked, Remaining Effort and Costs

Reports

Costs, Efforts, Risks and Opportunities, Insights, Critical Projects

Which areas are displayed to a user depends on which person groups have been assigned to them. The person group determines which navigation areas are visible and which system-wide actions (e. g. creating a new project) are available. More on this under User Rights.

A detailed description of the individual areas and their associated module panels or modules can be found on the following pages:

Note

  • If PLANTA demo data is installed, the PLANTA standard users (roles) contained within can be used to familiarize yourself with the program or for testing purposes. A list of the standard users of PLANTA project and PLANTA Enterprise can be found here:

PLANTA project: Demo users and their roles in the project (access to areas)

Users

Role in the project

Access to areas

R70

Portfolio management (Wera Heine)

Only included in PLANTA Enterprise

Personal Area, area: Planning

R41

Multi-project management (Georg Hart)

Personal Area, areas: Planning, Resources, Reports

R43

Resource manager (Thomas Schäfer)

Personal Area, area: Resources

R40

Project manager (Max Hansen)

Personal Area

R1

Employee (Daniela Müller)

Personal Area



See also: User Rights, Rights Control