Web Client: Project Overview for Management

Information

• The management has the option to use PLANTA project via web client. I.e., the software can be opened from any location via the browser, provided that there is an internet connection. 
  • In the web client, there are special editing modules for the management which provide a quick overview of the status of the company projects.
• The client will progressively be made available to other user groups as well.

Notes

• For information on the technical aspects of the web client setup, please see the following links: Installation, Configuration.
• To learn how to start and terminate the web client, please refer to the Login, Exit (Web Client) topic..
• Caution: The PLANTA web client is optimized for the Chrome browser.

Web Client Modules for Management

Information

• The management modules which are opened via the web client differ from the management modules of the desktop version.
• The module tree and the individual modules of the management role have been streamlined and restructured for the Web Client. 
  • The Overview module contains different charts which provide load profile with a compact overview of the active company projects.
  • Project details can be viewed via the Project List, Project Dashboard, and Project Core Data modules.
  • In the Documents module, you can store and view documents related to the selected project.

Menus and Menu Items

Information

• The menus and menu items of the web client differ slightly from thos of the desktop client.
  • The menu bar is opened in the Web Client via the  symbol at the top margin of your display. The toolbar is located at the same position as in the Desktop Client.
  • The menu items available in the web client are the same as in the desktop client, they only differ in their number and arrangement.
    • Special case: The Home menu item in the web client has a special behavior. Further information
  • The web client menu items are managed through their own menu item role. If it is not assigned to the web client user by the administrator, the user will see the desktop menu items in the web client. The user will be informed on this by a corresponding message upon login.

The Export to Microsoft Excel, Create PDF, and Create PDF as e-mail attachment are currently not supported in the web client.