What is the fastest way of finding the required information in the documentation?

By pressing

  • the F2 key in a module, the description of the active module is opened.
  • the F1 key in a field, the description of the field is opened.
  • the CTRL+M keys, the start page of the PLANTA Online Documentation is opened. Here you will find a list of the individual help areas of the PLANTA Online Help:
    • By clicking on an entry, the start page of the corresponding help area, on which the subject areas of the help area are listed, will be opened.

See also: About PLANTA's Online Help

How do I find the description of a particular module?

See the answer of the previous question.

How do I find the ID of a module?

  • Click inside the corresponding module and press CTRL + F2 (or click on ? → Module Information).
  • The Module Information module will be opened.
  • The module ID is at the top left in the MOD data field.

A module which is frequently used contains lots of fields that I do not require. Can they be hidden permanently?

You can create an individual module variant of this module in which you hide the fields you do not require. This variant can be marked as a favorite, i.e. when you call the module, your module variant is loaded by default.

How can I zoom the time scale?

Horizontal scale zoomSHIFT + scroll
Vertical scale zoomCTRL + SHIFT + scroll

See also: Zoom

What is the meaning of the two numbers in the Number of data records: x (y processed) status message?

  • The first number (x) represents the number of records actually displayed in the module.
  • The second number (y) represents the number of records loaded to the main storage which are required to display the data in the module.
    • If the two numbers differ extremely in a module in which you observe performance impairment, you should check the customizing of the module.

How do I structure records in PLANTA project?

In PLANTA project, records are no longer structured via the Raise level and Reduce level menu items, as in releases <39. They are now structured by moving them via Drag&Drop.

How do I outdent structured records?

In PLANTA project, records are both structured and outdented by moving them via Drag&Drop.

Why is it not possible to copy record(s) to an empty record by copying them via Drag&Drop?

In release 39, the Drag&Drop behavior has fundamentally changed compared to earlier releases. A.o., a blank record is no longer required to copy a record and therefore this is no longer supported by the program. Instead, the record can simply be copied to the required position by releasing the mouse cursor at the appropriate position. As a result, a new record is created automatically. If you try to copy to a blank record anyway, the Cannot copy message is displayed.

See also: Copying records with Drag&Drop

What does the Complete copying not possible. error message mean? Reason: Record already exists!

This message is displayed if, upon copying via Drag&Drop → Records, you try to insert the object to be copied at the same position where the copy source is located, e.g. if you try to insert a resource assignment record in the same task when copying.

Can I continue working while the hourglass is displayed?

  • As long as the hourglass is displayed, you can only execute mere client operations, e.g. switching to another panel, changing values in a field, clicking on a check box, etc.
  • However, operations such as saving and opening another module, closing a module, etc. are not possible.
  • These operations are executed as soon as the action for which the hourglass was displayed is completed.

Is it possible to continue working as long as a dialog message which is displayed is not confirmed?

  • As long as the dialog message is not confirmed, an hourglass is displayed next to the cursor in every panel in which the dialog message is displayed.

See also: Can I continue working while the hourglass is displayed?

Why are not only child areas displayed in the insert context menu?

  • This is due to the context menu structure.
    • It consists of two areas:
      • The first section is always identical, regardless of the data area from which the context menu is opened. In this subpart, the data area(s) of the highest level for which insertion is allowed are displayed.
      • Whether the second section will be displayed and which areas will be shown there depends on whether insertion is allowed for focused data areas and/or its child data areas.

See also: Insert

Why can some projects/tasks be edited and others cannot?

Whether changes can be made in planning objects depends on the user's access rights.

When is the Only input of existing numbers allowed message displayed?

The message is displayed when a number is entered in a field with an automatic ID number that does not exist in the database.

Note

  • If the same number is entered a second time, the message will not be displayed again. This is due to fact that the client only sends new values, not identical ones, to the server.

Why does a filter criterion not have the expected effect?

This can either be caused by incorrectly set filter criteria (e.g. in structures) or particular module customizing settings. Please check your filter criteria or refer to your customizer.

See also: Filter and Set Filter Criteria

Why is the Invalid pattern: "+". "+" parsing - quantifier {x,y} following nothing. message displayed when searching in the module?

This message is displayed when the Use regular expressions button is activated and a standalone quantifier (e.g. +, * etc.) is entered in the filter field.

Note

  • For further information on quantifiers, see here.

See also: Search in Module