The Smart Toolbar is a menu in the VISUAL PLANNING main window that replaces both:

This horizontal menu bar simplifies use of VISUAL PLANNING since the list of visible buttons is limited to:

  • the most important buttons for users,
  • buttons the user is allowed to use.



This menu must be enabled in order to be visible and accessible.

It is enabled in the Admin Center in planner management.

When the Smart Toolbar is enabled, the menu bar and quick access bar are hidden for all users.


smart toolbar

The Smart Toolbar has the following buttons:



To open a planner.


Click on:

  • the small arrow to select the last planners opened;
  • the icon to open the editing window in the list of all the planners.



refresh button

This button is used to refresh the display to reflect any modifications made by other users.

This time limit can be:

  • 1 minute,
  • 2 minutes,
  • 5 minutes,
  • 10 minutes,
  • 15 minutes,
  • 30 minutes,
  • 1 hour.

Undo / Restore


These buttons are used to undo and restore modifications made by the user during a VISUAL PLANNING session.


Favorite displays

button favorite display

This button provides single-click access to all the favorite displays which the user is authorized to see.


button print

  • Imprimer,
  • Aperçu,
  • PDF,
  • Mise en page.

Import / Export

button import export


This button is only shown if an import or export context is defined in the planner.

  • Exports resources,
  • Exports events,
  • Imports resources,
  • Imports Events.


Global Settings

button global settings

Use this button to display the different elements that structure a planner architecture.


This list is limited to the rights and permissions assigned to the logged in user.

Resources filters

button filters


The filters available here are those which the logged in user is allowed to see.

  • Filters of the Dimension’s resources,
  • Automatic filters
  • View all.

Events filters

button filters


The filters available here are those which the logged in user is allowed to see.

  • Events filters,
  • Resources filters,
  • View all.



You can choose the language VISUAL PLANNING uses on the client workstation.

The choices are:

  • Default
  • Français,
  • English-US,
  • English-UK,
  • Deutsch,
  • Español,
  • Italiano.

You must restart VISUAL PLANNING for the change to take effect.



Use this functionality to change the logged in user’s password.

When you select Change password, the following window appears:

visual planning 8 change password


visual planning 8 whatsup button

This button displays all the VPWhatsUP discussions that have been created.


visual planning 8 help button

Use this menu to access the help options in VISUAL PLANNING:


  • Online help,
  • Online support,
  • About Visual Planning,
  • Share feedback
Print Friendly, PDF & Email
1 Etoile2 Etoiles3 Etoiles4 Etoiles5 Etoiles (3 votes, average : 5.00 on 5)
Consulting training

Need training?

Use our consulting services!