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 for the user, the user menu 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.

Note

  • 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. A new entry 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.
    • These standard users contain assignments of PLANTA standard roles.  A role gives the users to whom it is assigned access to one or more groups of modules and menu items.
    • PLANTA Standard users are used without passwords.
      • This does not apply to the P20 and R90 users. Please contact your PLANTA consultant to obtain the password for this user.
UserRole
R41Multi-Project Management, Project Management, Project Management Administration, Employee/Work Reporting
R47Management, Employee/Work Reporting
R45Management (for using with the Web Client)
R49Project Management Administration, Employee/Work Reporting
R60Program Management, PM Administration, Employee/Work Reporting
R43Resource Management, Employee/Work Reporting
R1Employee/Work Reporting
R8Project Management, Employee/Work Reporting
R40Project Management, Employee/Work Reporting
R70Portfolio Management, Employee/Work Reporting
P20Customizer, Project Management Administration
R90Customizer, 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.