Web Client:First Steps: Difference between revisions
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===[[Enterprise_Edition:Ribbon|Ribbons]]=== | ===[[Enterprise_Edition:Ribbon|Ribbons]]=== | ||
The [[ | The [[Web Client:Ribbon|Ribbons]] 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 [[Web Client:Ribbon|Ribbons]] contains all the levels you need for your planning. | ||
===[[Enterprise_Edition:Workflow Panel|Workflow Panel]]=== | ===[[Enterprise_Edition:Workflow Panel|Workflow Panel]]=== | ||
Revision as of 11:19, 4 May 2011
Starting CoPlanner Web Client
When you start CoPlanner Web Client, the following login window appears. Please select the desired company and scenario. Please note that all data will be entered for the company and scenario you select at this point!
| Hint In your first CoPlanner session – before entering your company name and a plan version – please login with the default example company (Bike GmbH) and the scenario (Budget 2010). Once you have logged into CoPlanner, you can enter your custom settings and login with your company name and your scenario during your next session. |
Login can fail for a number of reasons.
First Steps and Program Components
The navigation and control structure of CoPlanner was designed to emulate a typical planning process. The CoPlanner Standard Model is divided in the tabs: "Planning", "Actual Data", "ad-hoc Analysis", "Report Cockpit" and "Management Information".
The Planning tab is the core area of CoPlanner. Here you can perform your planning activities, which will be divided into the ideal-typical sections. You can select different input modes depending on whether you want a rough or a detailed plan – depending on the weighting of the different sections for your plan. In this section, CoPlanner also offers the option of manually entering your actual data.
Finally, the Reporting tabs, Report Cockpit an Management Information allows you to analyze your target data and your actual data and to compare the two data sets. CoPlanner includes a number of standard evaluations which you can apply to your data. You can also easily create custom evaluations in the included ad-Hoc Analysis.
Work Area
The CoPlanner Work Area will continually display current news about your version. Additionally, you can click on the envelope icon to send email direct to us. To launch the online help, please click the question mark icon.
CoPlanner Menu
The CoPlanner Menu is located in the left corner. A click on this symbol opens the CoPlanner Menu.
Ribbons
The Ribbons 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 Ribbons contains all the levels you need for your planning.
Workflow Panel
The Workflow Panel contains all tasks of an user.
