• Create a new plan
  • Add existing global elements
  • Add new global elements
  • Finish editing and upload changes
  • Navigate between plans

Create a new plan

  1. In the Project Navigator on the right-hand side, click the location where you wish to create the new plan.
  2. Select New > Plan from the context menu.
  3. Name: Name of the new plan.
    Description: Description of the new plan.
    Type of plan: Type of new plan.
  4. Complete the procedure by clicking on Done.
  5. Choose whether you wish to switch directly to the Editor.


Einstellungen um einen neuen Plan anzulegen

Add existing global elements

You can add existing global elements to a plan. In this case, a new global element is not created, but a new instance of an existing element.
There are two options for achieving this:

Option A:

  1. Select a global element from the Repository and drag it to the Editor.
  2. A corresponding plan element will appear in the Editor.

Option B:

  1. Select a template from the template window and drag it to the Editor.
  2. Select an existing global element from the list and click OK.


Auswahl bestehender Globaler Elemente

Add new global elements

  1. Select a template from the template window and drag it to the Editor.
  2. Enter a name for the new element in the element field and confirm by clicking OK.

Finish editing and upload changes

Click in the empty area of the Editor on the right.
Select Finish editing from the context menu.

  1. You will now be asked if you wish to switch to the Overview perspective. Select Yes.
  2. In the Project Navigator on the right-hand side, click on the project for which you wish to upload the changes you have made.
  3. Select Upload changes from the context menu.
  4. Finish uploading by clicking Yes.


In die Übersicht-Perspektive wechseln?

Navigating between plans

  1. Double-click on an element in the Repository.
  2. In the next window, you will see all of the plans that are linked to this element.
  3. Double-click on one of these plans to open it.


Übersicht über die mit einem Element verknüpften Pläne

 
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Basic Principles - Plans and Global Elements