Web Client:Main Menu

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:

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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.)

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.