Information

  • The user menu is a module which is displayed on the left hand side of the screen by default and contains the following elements:
    • Roles and Work areas via which user access to editing and view modules is controlled. This means that roles and work areas are grouping elements that contain links to the module panels that the user can access.  Which roles and work areas a user menu contains depends on the rights of the logged-in user.
    • The quick access area (at the very top of the user menu) which contains links to the last opened planning objects, portfolios, panels/modules (Recently viewed category) and objects which have been marked as favorites by the user (Favorites category).   
    • Name of the logged-in user.
  • The user menu window is floating by default, however, it can be pinned by clicking on the pin symbol in the upper right corner of the user menu if necessary.
  • The position of the user menu within the panel can also be changed if required. For further information, see the Panel topic.

Details on the quick access area

  • Recently viewed: In this area, the following objects which have recently been opened by the user are listed for quick access:
    • planning Objects
    • portfolios
    • panels and modules
  • Favorites: Favorites are all quick access objects marked with a yellow star.
    • Planning objects and portfolios can be marked as favorites by clicking on the blue star symbol (which will then turn yellow) 
      • either directly in the Recently viewed area in the user menu
      • or in the corresponding core data module
    • Modules can only be marked as favorites directly in the Recently viewed area in the user menu.

Notes

  • Planning objects are not displayed in both areas at the same time, i.e. if a planning object is opened and marked as a favorite, it is only displayed in the Favorites area.
  • The number of quick access objects under Favorites is unlimited.
  • The number of quick access objects listed under Recently viewed can be defined by the PM administrator in the global project settings in the Number of entries in quick start menu. If more objects are called than defined, the oldest object will be removed from the list. The number of objects is limited to 10 by default.

Particularities of the web client

  • In the web client, the user menu is located on the left-hand side of the screen. When folded, the user menu will show an individual symbol for each role available to the user.
  • By clicking on the menu symbol above the user menu or by clicking on a role symbol in the user menu, the user menu will be folded/unfolded.
    • When unfolded, the role name is displayed next to the role symbol. No favorites or recently viewed planning objects will be displayed.
    • When double-clicking on an entry in the user menu, the lower levels will be folded/unfolded.
  • When the cursor is moved above the PLANTA logo at the lower margin of the user menu, a tooltip will be displayed which shows the web client version.