Web Client:Main Menu: Difference between revisions

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== Multi-Function Bar ==
== Main menu ==
The Multi-Function Bar at the top of the window contains the most important commands in the form of tabs for easy access (e.g. Model, Planning, Actual Data, etc.). Several of these tabs are grouped together in each category.
The main menu at the top of the window contains the most important commands in the form of tabs for easy access (e.g. Planning, Actual Data, etc.).  
The Multi-Function Bar has three sections:
The main menu has several sections:


[[Image:Web_Multifunktionsleiste.jpg|thumb|center|Main Menu]]


[[Image:Structure of the ribbons .JPG |thumb|center|Structure of the ribbons  ]]
The tabs are subdivided into groups. The name of each group appears above the assigned elements marked in bold (e.g. the first group on the Planning tab is named ''Profit and Loss planning on monthly basis'', etc.)
The groups themselves contain elements (e.g. Revenue, Revenue reductions, Variable Costs, etc.)


The tabs for individual important sections
==Structure of the tabs==
The tabs are subdivided into groups. The name of each group appears at the bottom (e.g. the first group on the Model tab is named OLAP Dimensions, etc.)
The main menu contains a list of tabs, ''Planning'', ''Actual data'', ''ad-hoc Analysis'', ''Report Cockpit'' and ''Management Information''. The main menu contains all the levels you need for your planning.
The groups themselves contain commands (e.g. Company, Profit Centre/Cost centre, Products, etc.)


==Context tabs ==
The categories in the main menu are described below.  
Some tabs are only shown when they are needed. For example, when you open a mask, the Functions tab displays the name of the mask and the commands that can be used in it. When you have finished working with this tab, all you need to do is click outside the mask to make the normal groups reappear.  


==Structure of the ribbons ==
{| {{Bausteindesign1}}
The ribbons contain a hierarchical list of categories comprising Standard (not displayed), Control, Analysis, and Reporting. The ribbons contain all the levels you need for your planning.
|-
| <span style="color: darkblue;">'''Hint'''</span> &nbsp;The Main Menu in the Web Client is not implemented as a ribbon like in the Windows-Client and therefore also does not support the functioning of a ribbon.
|}


The categories in the ribbons are described below.


=== Standard ===
===Planning===
The Standard category contains the Model tab, which consists of the groups OLAP Dimensions, Structure Dimensions, and Planning Parameters.
The [[Enterprise_Edition:Planning|Planning]] tab contains planning masks divided into the following groups: Success Planning on Monthly Basis, Success Planning on Yearly Basis, Balance Sheet and Financial Planning, and Long-Term Planning.  


[[Image:Ribbon, Standard category .JPG |thumb|center|Ribbon, Standard category  ]]
===Actual data ===
The [[Enterprise_Edition:Actual_Data|Actual data]] tab contains the groups Income Statement and Balance Sheet, which provide masks for manually entering actual data, and analysis masks in the Reports group.


===Control===
===ad-hoc Analysis===
The category Control contains the Planning and Actual Data tabs.
The [[Enterprise_Edition:Ad_Hoc_Analysis|ad-hoc Analysis]] tab offers the possibility to create custom analysis masks with the [[Enterprise_Edition:Ad_Hoc_Analysis|ad-hoc Analysis]]. You can also use the analyses provided by the program.
The Control tab contains planning masks divided into the following groups: Success Planning on Monthly Basis, Success Planning on Yearly Basis, Balance Sheet and Financial Planning, and Long-Term Planning.
The Actual Data tag contains the groups Income Statement and Balance Sheet, which provide masks for manually entering actual data, and analysis masks in the Reports group.
 
[[Image:Ribbon, Control category .JPG |thumb|center|Ribbon, Control category  ]]
 
===Analysis===
The Analysis category features the [[Framework:BI_Center|BI Center]] and [[Enterprise_Edition:Ad_Hoc_Analysis|ad-hoc Analysis]] tabs, where you can create custom analysis masks with the [[Framework:BI_Center|BI Center]] and the [[Enterprise_Edition:Ad_Hoc_Analysis|ad-hoc Analysis]]. You can also use the analyses provided by the program.
 
[[Image:Ribbon, Analysis category.JPG |thumb|center|Ribbon, Analysis category  ]]


===Reporting===
===Reporting===
The Reporting category offers the Report Cockpit tab. Here you can access the CoPlanner reporting features based on Microsoft Reporting Services.
The Reporting category offers the [[Enterprise_Edition:Report_Cockpit|Report Cockpit]] and [[Enterprise_Edition:Management_Information|Management Information]] tabs. Here you can access the CoPlanner reporting features based on Microsoft Reporting Services.
 
[[Image:Ribbon, Reporting category.JPG |thumb|center|Ribbon, Reporting category  ]]


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[[Category:Web Client|Ribbon]]
[[Category:Web Client|MainMenu]]
[[Category:First Steps|Ribbon]]
[[Category:First Steps|MainMenu]]
[[Category:User interface|Ribbon]]
[[Category:User interface|MainMenu]]


[[de:Web Client:Ribbon]]
[[de:Web Client:Hauptmenue]]

Latest revision as of 16:48, 5 February 2015

Main menu

The main menu at the top of the window contains the most important commands in the form of tabs for easy access (e.g. Planning, Actual Data, etc.). The main menu has several sections:

File:Web Multifunktionsleiste.jpg
Main Menu

The tabs are subdivided into groups. The name of each group appears above the assigned elements marked in bold (e.g. the first group on the Planning tab is named Profit and Loss planning on monthly basis, etc.) The groups themselves contain elements (e.g. Revenue, Revenue reductions, Variable Costs, etc.)

Structure of the tabs

The main menu contains a list of tabs, Planning, Actual data, ad-hoc Analysis, Report Cockpit and Management Information. The main menu contains all the levels you need for your planning.

The categories in the main menu are described below.

Hint  The Main Menu in the Web Client is not implemented as a ribbon like in the Windows-Client and therefore also does not support the functioning of a ribbon.


Planning

The Planning tab contains planning masks divided into the following groups: Success Planning on Monthly Basis, Success Planning on Yearly Basis, Balance Sheet and Financial Planning, and Long-Term Planning.

Actual data

The Actual data tab contains the groups Income Statement and Balance Sheet, which provide masks for manually entering actual data, and analysis masks in the Reports group.

ad-hoc Analysis

The ad-hoc Analysis tab offers the possibility to create custom analysis masks with the ad-hoc Analysis. You can also use the analyses provided by the program.

Reporting

The Reporting category offers the Report Cockpit and Management Information tabs. Here you can access the CoPlanner reporting features based on Microsoft Reporting Services.