Create and Manage Master Data

Caution

• We expressly advise that you carry out master data entry together with your PLANTA consultant or to at least get in touch with your PLANTA contact person before entry since it might be required to delete particular demo data first.

Information

• In order to be able to plan and control projects with PLANTA project, you have to enter master data in the PLANTA system (basic data) like, e.g., persons, users, resources, calendar, etc.

Notes

• For initial master data entry you will need access to the modules of the PM Administration role and additional multi-project manager rights. The included R41 demo user possesses all required authorizations.
• For a retroactive entry or for making changes to master data you can assign the PM Administration role to an authorized user and assign multi-project manager rights to him/her.

Details

• In the Master Data and Further Master Data work areas of the PM Administration role you will find all modules required for master data entry. In order to work with the system, the entry of persons and users is required. Which master data you require depends on your individual requirements and your planning approach.
• Some standard master data are already contained in the scope of supply of the PLANTA software which can be changed upon requirement or you can enter completely new individual data.

  The procedure for entering basic master data, such as persons, users, and resources, is explained in detail in the tutorial Create and manage users.