Web Client:First Steps: Difference between revisions

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[[Image:CoPlanner Web Client Login.png |thumb|center|CoPlanner Web Client Login ]]
[[Image:CoPlanner Web Client Login.png |thumb|center|CoPlanner Web Client Login ]]
{| {{Bausteindesign1}}
|-
| <span style="color: darkblue;">'''Hint'''</span> &nbsp;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.
|}


[[Enterprise_Edition:Login_Messages|Login]] can fail for a number of reasons.
[[Enterprise_Edition:Login_Messages|Login]] can fail for a number of reasons.
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== First Steps and Program Components ==
== 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 into four sections: Model, Control, Analysis, and Reporting.
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.  


[[Image:Web_Verzeichnis_Starthtml.jpg|thumb|center|Web Client, homepage html-directory]]


[[Image:The CoPlanner Web interface.JPG |thumb|center|The CoPlanner interface ]]
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 Model ribbon allows you to enter the settings that are relevant to your company. You can define your profit centres, customise the default profit and loss structure of CoPlanner to your company, and enter your specific seasonal distributions. This is also where you can manually enter your actual data if required.
[[Image:The CoPlanner Web interface.png|thumb|center|The CoPlanner interface ]]
The Control ribbon 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 ribbon 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 [[Framework:BI_Center|BI Center]]. A CoPlanner Excel Add-In provides additional options for designing custom reports and evaluations directly in Microsoft Excel.


=== [[Enterprise_Edition:Work_Area|Work Area]] ===


The CoPlanner [[Enterprise_Edition:Work_Area|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.  
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.  


===[[Enterprise_Edition:CoPlanner_Menu|CoPlanner Menu]] [[Image:CoPlanner_Menue.jpg]]===
=== [[Web Client:Work_Area|Work Area]] ===


The [[Enterprise_Edition:CoPlanner_Menu|CoPlanner Menu]] is located in the left corner. A click on this symbol opens the CoPlanner Menu.
The CoPlanner [[Web Client:Work_Area|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.  


===[[Enterprise_Edition:Ribbon|Ribbons]]===
===[[Web Client:CoPlanner_Menu|CoPlanner Menu]]===


The [[Enterprise_Edition:Ribbon|Ribbons]] 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.). The [[Enterprise_Edition:Ribbon|Ribbons]] contains all the levels you need for your planning.
The [[Web Client:CoPlanner_Menu|CoPlanner Menu]] is located in the left corner. A click on this symbol opens the CoPlanner Menu.


===[[Enterprise_Edition:Navigation Structure|Navigation Structure]]===
===[[Web Client:Main Menu|Main Menu]]===


The [[Enterprise_Edition:Navigation Structure|Navigation Structure]] contains a hierarchical list of the four standard categories, Model, Control, Analysis, and Reporting. The [[Enterprise_Edition:Navigation Structure|Navigation Structure]] contains all the levels you need for your planning.
The [[Web Client:Main Menu|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 [[Web Client:Main Menu|Main Menu]] contains all the levels you need for your planning.


===[[Enterprise_Edition:Workflow Panel|Workflow Panel]]===
===[[Enterprise_Edition:Workflow Panel|Workflow Panel]]===
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The [[Enterprise_Edition:Workflow Panel|Workflow Panel]] contains all tasks of an user.
The [[Enterprise_Edition:Workflow Panel|Workflow Panel]] contains all tasks of an user.


===[[Enterprise_Edition:Status Bar|Status Bar]]===
==Compared to the Windows Client==
The [[Enterprise_Edition:Status Bar|Status Bar]] of CoPlanner (at the bottom of the program window) displays the settings with which you logged in.
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 ([[Framework:User_Administration|User administration]], [[Framework:Navigation_Designer|Navigation designer]], [[Framework:Object_administration|Object administration]], etc.)
:* Configuration of [[Enterprise_Edition:Dimension_Introduction|dimensions]]
:* You can't save analyses in the [[Enterprise_Edition:Ad_Hoc_Analysis|Anlayzer]].
:* Nested Info masks
:* [[Masks:Alternative_dimension_element_names|Alternative dimension element names]] (will be implemented!)
:* Conditional navigation structure (will be implemented!)
:* Management of objects [[Framework:BI_Center|BI-Center]]




Latest revision as of 13:48, 11 February 2015

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!

CoPlanner Web Client Login

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.

Web Client, homepage html-directory

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 CoPlanner interface


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:

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