VISUAL PLANNING 5.3 DOCUMENTATION

Getting Started

Launch VISUAL PLANNING

VISUAL PLANNING ONE

To launch VISUAL PLANNING, Double click on the shortcut :

VISUAL PLANNING ESSENTIAL & ENTERPRISE

To launch VISUAL PLANNING, open the Intranet/Internet browser

Then enter the address formerly created to access Visual Planning. The format of the address is:

http://servername/vplanning/

On the page, Left click on the VISUAL PLANNING link

The identification window opens:

To login, enter:

  • Username.
  • Password.
  • Click on OK.

cf. Users management

Open an existing planner

To open a planner, select “Planner > Open”.

The list of planners you may access to is displayed:

The window only displays the planners that the user can really open, according to his rights.

Point on the planner you have to access to, select it and then click on “OK”.

For a quick access to a planner, directly type the first letters of its name.

Open a planner recently used

It is also possible to open a recently used planner using the menu “Planner” > click the lower part of the “Open button”.

The last five planner used are displayed. Just select the one you need to use.

Create a new planner

To create a new planner, go to the menu Planner > New.

The following window will appear:

Choose the model from which to create the planner, then click the OK button.

The following window will appear:

Then:

  • Define the Name of the planner.
  • Define the Description.
  • Click on the OK button.

cf. Planner models

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