PLAN
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FAQs
- How do I configure my browser to open PDFs in Adobe, instead of a browser window?
- What are the System Requirements?
- Updating Flashplayer
- Adobe Flash Player (Flex) Disk Space Allocation
- How do I Adjust my Monitor Resolution/Display
- Importing Data
- Data Security Policy
- Why can't I change the Item Status in PLAN?
- Troubleshoot www.attainia.com connectivity and Internet issues
- How are Custom Product "Hot Items" expedited?
- How do I configure Firefox?
- How do I configure Google Chrome?
- How do I configure Internet Explorer?
- Attainia Browser Common Behavior
- Attainia 2.0 Browser Guide
- Guest User Registration Instructions
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Getting Started
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How To
- Add a Department Template to a Project
- Add products to an existing requisition/purchase order
- Add a Product from Catalog
- Add a Product using Free Form
- Add Products to your Watch List
- Apply Catalog Filters
- Apply Item Filters
- Apply Message Filters
- Apply Panels views
- Assigning AltIDs in the Product Catalog
- Attach a Document
- Browse Categories
- Browse Suppliers
- Change Budget Variance Method
- Compare Products
- Configure Users (Full access)
- Configure Users (Guests)
- Copy/Move/Replace an Item
- Copy, Move or Reset a Room
- Create a Custom Product
- Create a new Project
- Create and issue a requisition/purchase order
- Create and manage Custom Codes
- Create My (Organizational) Messages
- Create Category Groups
- Create Templates from Existing Projects
- Create Templates from Other Templates
- Delete/Inactivate/Activate an Item
- Create Templates from Scratch
- Delete or Restore a Product in the Project
- Edit Architectural Codes
- Edit Architectural Significance
- Edit Departments
- Edit Rooms
- Edit Snapshot Values
- Edit Spatial Significance
- Estimate Useful Life
- Explode Rooms
- Export Data
- Expediting requisitions / purchase orders and their equipment / events
- Group items using Group By
- Identify Funding Source
- Manage Discontinued Products
- Manage Milestone Snapshots
- Manage Project Costs
- Manage Product Lead-times
- Manage Sales Tax
- Remove products from an existing requisition/purchase order
- Replace a Catalog Product with a Free Form Product
- Run Reports
- Search Project data
- Set the Status of an Item
- Source Aftermarket products
- Track Approvals
- Track multiple Budgets in a project
- Track Need By Dates
- Tracking Invoices
- Track Project Variances
- Update Project Status
- Use Medical/Non-Medical reference
- Use Supplier Templates
- Use Visibility
- View Messages (Overview)
- View Product Specifications
- Edit Item Description
- Multi Selecting Item Events
- Add Product furniture specifications for upholstery
- Add Options to a Product
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Video Lessons
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PLAN Report Glossaries
- GLOSSARY: Item Detail Report
- GLOSSARY: Item Summary Report
- GLOSSARY: Room By Room Detail Report
- GLOSSARY: Datasheet Cover
- GLOSSARY: Specification Item Detail Report
- GLOSSARY: Specification Room by Room Detail Report
- GLOSSARY: Purchase Variance Report
- GLOSSARY: Purchase Item Detail - Project Budget Report
- GLOSSARY: Purchase Item Summary - Project Budget Report
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PLAN Export Glossaries
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Best Practices