• 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 1 - Matching default criteria only:
    • 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 (code descriptive)
  • Maintainable pick lists provided by Planon (descriptive)

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)