Starting the Planon application
Logging in
Password requirements
Logging out
Overview
Planon ribbon
Help menu
My account
Navigation panel
Accessibility
Using landmarks
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
Data panel
Panel resizing
Uploading a file
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