Overview
Here you have the name of the plan, the type of plan, description, owner, and how many views:
You can customize this view by clicking on the button with the three lines located on the right below the Create button. You then mark the columns you would like to display with a green check mark.
Tool Bar
The planner command bar includes standard options. Option pictograms are in black font if they are available for selection, otherwise they will appear in light grey.
Filters: The filter pictogram allows you to filter plans by name, type, description, owner, and views. This option is always available. When the option is selected, the search fields appear. Only plans containing words from the search fields are displayed.
Next three options, View Details, Edit, and Delete are available only when the plan is selected. To select the plan, you need to click on the plan line anywhere except the plan name (click on the plan name will open the plan). The line is then highlighted by a light blue colour.
View Details: By selecting a plan and clicking on the View Details button, the system will open the selected plan. This can also be done by simply by clicking on the name of the plan. Here is an example of the opened plan:
Edit: By selecting a plan and clicking on the Edit button, you can change the plans settings, such as name, columns, data series, filters and actions. Clicking on Edit opens the plan options window.
Delete: This option allows you to delete the selected plan. You need to select “Confirm” in the opened window. Note: The plans are not permanently deleted. It is possible to restore them in the database if needed.