Starting the Planon application
Logging in
Password requirements
Logging out
Overview
Planon ribbon
Help menu
My account
Navigation panel
Accessibility
Using landmarks
ALT tag for images
Selecting folders/files
Homepage
Gadgets
Configuring gadgets on the home page
Tablet users
Getting started
Web Client menu
Basic navigation on a tablet
Elements panel on a tablet
Data panel on a tablet
Action panel on a tablet
Standard features
Planon ProCenter - shortcut keys
Selection bar
Elements panel
Element hierarchy
Footer bar
Action on selection
Modify within selection
Select all
Enabling multiselect options
Data panel
Panel resizing
Uploading a file
Viewing documents
Action panel
Copy
Delete
Change type
View status flow
Searching / filtering
Search operators
Filter types
Using search operators
Examples of using multiple search operators
Using filters
Using the date-time filter criteria
Date-time operators
Toggle a filter on/off
Adding an AND/OR filter
Using the AND/OR filter
Grouping filters
Relative filters using macros
Relative date-time filters
Primary and secondary arguments
Special relative filters
Editing a filter
Copying a filter
Previewing changes in the existing filter
Deleting a filter
Communication logs
Communication logs - reference date
Reporting
Saving reports
Save options for reports
Exporting data to XLS / XLSX
Previewing & printing reports
Report settings
Archiving element(s)
History
Viewing history logs
Adding history manually
Field types
Self-Service – an Introduction
Self-Service - Standard features
Self-Service form
Searching in Self-Service
Shortcut keys