About Supporting data
Action and reason configuration (MM and PMFS)
Adding actions
Adding reasons
Linking PMFS actions to reasons
Linking PMFS actions and reasons to statuses
Linking reasons to checklist results
Additional facility categories
Adding additional facilities categories
Approved messages
Configuring approved messages
Area measurement standards
Adding area measurement standards
Asset classifications
Adding an asset classification
Background actions
Planon AppSuite synchronization via Background actions
Working with the AppSuite inbox in Background actions
PMFS error overview
CAD Integrator hatch patterns & colors
BIM models
BIM model groups
BIM models
BIM model types
Countries & Cities
Car parks
Adding a car park
Adding car park capacity
Adding an alternative car park
Certificate types
Adding a certificate type
Contract line groups and group combinations
Adding a contract line group
Adding a group combination
Linking contract line groups to a group combination
Cost centers
Default email addresses
Defaults and preferences
Copying defaults and preferences between properties
Defects catalogs
Adding a defects catalog
Defect classifications
Adding a defects classification
Defects lists
Adding a defects list
Linking defects to a defects list
Linking assets/building elements/standard activity definitions to a defects list
Defects
Adding a defect
Linking defects lists to defects
Archiving/Dearchiving a defect
Delivery address
Linking properties to a delivery address
Desk configurations
Defining desk configuration types
Adding desk configurations to a space unit
Deterioration profiles
Adding a deterioration curve
Deterioration coordinates
Adding deterioration coordinates to assets
Energy labels
Adding an energy label
External visitors
Adding external visitors
Financial years
Adding a financial year
Available actions for financial years
Indexation methods
Adding an indexation method
Defining index groups and index numbers
Adding an index group
Adding index numbers
Indicators and assessment values
Indicators
Adding an indicator
Assessment values
Adding an assessment value
Item groups
Adding item groups
Log viewer
Routing mails to Log viewer
Non-bookable period for reservation units
Adding a non-bookable period
Objective classifications
Adding objective classifications
Objective's origins
Adding objective's origins
Pick lists
Configuring pick lists
Archiving pick list items
Project classifications
Adding project classifications
Property sets
Adding a property set
Adding a new property set in the Planon Cloud
Priorities
Adding a priority
Priority matrices
Adding a priority matrix
Adding an impact
Adding a severity
Adding a priority range
Assigning a default priority matrix to an order type
Priority coloring
Coloring orders and contracts based on priority
Recurrence periods
Regulations
Adding regulations
Regulation fields
Reservation arrangements
Adding a reservation arrangement
Reservation unit facilities
Maintaining facilities
Defining reservation facilities
Roles
Adding a role
Survey standards
Standard orders
Adding a standard order
Adding standard suborders
Calculating the start and end date-time of an order based on a standard order
Adding details to standard orders
Linking questionnaires to standard orders
Adding links to standard orders
Defining a standard order's applicability
Order flow
Adding order flows
Survey cluster profiles
Cluster profile
Adding cluster profiles
Cluster profile criteria
Adding additional cluster criteria for assets
Adding cluster criteria for conditions
Examples of applying cluster criteria during the processing of survey data
Example 2 - Matching default & additional criteria:
Example 3 - Non-matching default & additional criteria
SX Configuration
Registering extensions
Tariff groups - reservation units
Adding a tariff group for a reservation unit
Tariff groups - working hours
Adding a tariff group for working hours
Tariff groups - special tariffs
Adding a special tariff for working hours
Adding a special tariff line
Tax rates / VAT rates
Adding tax/ VAT rates
User sessions
Viewing active user sessions
Viewing all user sessions
Deleting user sessions
Workspace types
Appendix - Maintainable pick lists
Maintainable pick lists provided by Planon (descriptive)