Web Client:First Steps
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!
Login can fail for a number of reasons.
First Steps and Program Components
After a successfull login you will see the homepage of the Web Client. You can customise this homepage by changing the configuration files, which you will find in the html-directory of the Web Client.
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.
In the Planning tab 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.
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 contains all the levels you need for your planning.
Workflow Panel
The Workflow Panel contains all tasks of an user.
Compared to the Windows Client
The Web Client supports most of the objects of the Windows Client with the difference that it is intended for working in the frontend. The Web Client will be mainly used for planning and analyzing the company data and not for configuring the CoPlanner.
The following functionalities are not implementet in the Web Client and can only be used with the Windows Client:
- Configurations in the backend (User administration, Navigation designer, Object administration, etc.)
- Configuration of dimensions
- You can't save analyses in the Anlayzer.
- Nested Info masks
- Alternative dimension element names (will be implemented!)
- Conditional navigation structure (will be implemented!)
- Management of objects BI-Center
