PlanMill 16 Infopack August 2016 (EN)

Accelerating Your Success
New PlanMill 16 User Interface –
Infopack
11.08.2016
PlanMill 16

Why are we releasing a new UI?
There are many reasons behind the new user interface:
• The technical architecture of the old user interface is becoming
outdated. Today’s browsers (i.e. Internet explorer, Firefox, Chrome &
Safari) are constantly releasing new versions which gradually cease
supporting the technical architecture of the old user interface.
• Another reason for the change is the increased use of mobile
devices. More and more business users use their mobile or tablet
instead of an office desktop or laptop for their daily operative tasks.
The new PlanMill 16 UI is responsive and can be run on any modern
mobile platform/device.
11.8.2016 © 2016 PlanMill Ltd. I www.planmill.com

• In addition, we wanted to bring out an optional appearance for the
old “outdated” look of the current UI. As we have renewed the
technical backbone of the user interface we now offer the users
an enhanced and modernized user experience.
• The new look has been developed by using Google Material design
to give the UI a familiar user experience with a fresh look: all
functions and graphical layouts are more in line with other today’s
web-based applications.
© 2016 PlanMill Ltd. I www.planmill.com11.8.2016

For the users the biggest change is in the appearance of the UI.
All the familiar fields and the system data can be accessed also in the
new interface. In the following sections of the presentation we will go
through the basic use of the Planmill system with the focus on the
points, menus and features where the use of Planmill differs from
the old user interface.
© 2016 PlanMill Ltd. I www.planmill.com
What has been changed in the new UI?
11.8.2016

Login to PlanMill, click on the arrow next to the name field, and select
My page.
Press –button on the upper left-hand corner of the screen.
Scroll down to User Settings area.
Changing to the new User Interface
11.8.2016

Select Yes in PlanMill 16 –field, and save your settings.
© 2016 PlanMill Ltd. I www.planmill.com11.8.2016

Move from
within an
area from
page/
section to
another
Search,
notifications
and User
After saving the new user settings, the user will have
the new UI in use.
Tabs are
listed
vertically
on the left
side.
In addition
to the
available
filters:
From the
top
left-hand
corner the
left tool
bar can be
hidden to
have more
space to
work.
11.8.2016

In the Old UI the tabs are grouped (if Tab grouping is
enabled) in modules in the top of the screen.
In the new UI the same tabs can be found vertically
listed under the newly named headers from the left
side of the screen. Click on the header title to see
the tabs.
Note! The amount of visible tabs depends on the
authorization of the user role and the Planmill
product in used in the organization. All users do not
have all the features shown in this infopack
available.
Click on the
-icon to hide the
navigation!
Navigation and Tab Grouping
11.8.2016

The illustrated
table lists the used
Planmill tabs and
their location tree
in the old and in
the new user
interface.
The tabs in the old and new UI
New area tabs for
Time & Absence
Sales &
Marketing
Projects &
Services
Invoices
Expenses
People
Reports & Analyse
are introduced.
11.8.2016

“Indicators” are shown as
separate box in the new
user interface*
Notifications and a link to the
version note can be found
behind the –icon. Click on
the bell icon to view them *
*) Indicators and notifications are configured on role level. If you wish to add or remove
some of them, please first contact your own power user. Planmill service desk can
additionally support with these settings, and edit the dashboard view as wished, if
requested separately.
My workspace
11.8.2016

In the old user interface the executable filters were always visible in the top
of the screen. In the new UI there is a search field and the filters are shown and
hidden by using the -toggle.
Other list view features remain unchanged. The user can add, remove, and change the order
of the columns by using the button and export the data into various file
formats. Here we use the Project –view as an example but other list views (e.g. Accounts,
Contacts, Users..) work in a similar fashion.
List views
11.8.2016

In the new UI Time can be found under the title . Time reporting
works in a similar way than in the old user interface.
TIMECARD (if in use) is opened and closed by clicking on the button.
Time and time card
11.8.2016

The invoice handling features
can be found as independent
buttons or under the
menu. The amount of visible
features in the UI depends on
the screen size and scaling.
Invoices – and
Expenses views
are separately
listed in the new
user interface.
Finances, invoices and expenses
11.8.2016

In the new UI the visible row information depends on the scaling and
screen size. To see all the row fields, click on the “Down Arrow” icon.
Line item information (e.g. Sales Orders)
11.8.2016

The new user interface is responsive and compatible with most of the
modern mobile devices.
Planmill develops the new UI in cooperation with our demanding and
inspiring customers: A lot of the new functionality has been
developed directly per our customers’ requests.
All UI related improvement ideas are more than welcomed to make
the PlanMill experience better for us all!
https://planmill.uservoice.com/
The old Planmill Mobile Pro –product is ramped down during the
autumn 2016.
New User Interface and Mobile Pro
11.8.2016

Q: When does support for the old user interface end entirely?
A: If support is discontinued, this will be communicated separately in
good time.
Q: Why I cannot see the same buttons in the new UI?
A: The amount of buttons visible to the user depends on the scaling and
the screen size of the device in use. The user can press the
icon to see additional functionalities to use.
PlanMill 16 FAQ
11.8.2016

Thank you!
PlanMill Oy
Hämeentie 19, FI-00500 Helsinki
Tel: +358 10 922 8110
E-mail: support@planmill.com
Web: www.planmill.com

PlanMill 16 Infopack August 2016 (EN)

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