INDEX

PlanPoint

Day, Week, Month, To Do

Address list, Important Numbers

Notes,

Cash,

Goals, Projects, Tasks, Overview

Calendar, Settings, Events, External

Note function, Search function, Printing


Note function

PLANPOINT supports a free-text Note function throughout the system. This allows you to link a note to a specific item of information, e.g. to provide additional information, jot down things you should remember, etc. To open the NOTE function, open the NOTE icon next to the data to which you want to link the note. A notepad will be displayed on screen. The header contains the data to which the note is linked.

Notes can be linked to any of the following data:

-	Appointments

-	To do’s

-	Addresses

-	Projects

-	Tasks

-	General (unlinked) notes

There is only one notepad per information item, which means that you will have to use the same page if you want to enter different notes. The capacity of the notepad, however, is unlimited. As soon as you finish entering the information on the notepad, close the note by clicking on the OK button. After you have closed the notepad, the icon will change to indicate that a note has been linked to the text.

* To link a note to a data item, proceed as follows:

Mouse:  	Click on the NOTE icon.

Keyboard:	Press <TAB> to go to the NOTE icon.

                        The icon is surrounded by a dashed line and press <SPACEBAR>.

* To close a note, proceed as follows:

Mouse:	Click on the OK button.

Keyboard:	<ALT> + <O> or press <TAB> to go to the OK button and <SPACEBAR>

* To delete a note, proceed as follows:

Mouse:	Click on the DELETE button.

Keyboard:	<ALT> + <W> or press <TAB> to go to the DELETE button and <SPACEBAR>

* To print a note, proceed as follows:

Mouse:	Click on the PRINT button.

Keyboard:	<ALT> + <P> or <TAB> to PRINT and <SPACEBAR>


Search function

PLANPOINT has a powerful system-wide search function, which allows you to find the data you need in a minimum of time, wherever the data may be located in the system. Search operations can be performed down the lowest levels of the system. PLANPOINT first scans the data titles for the search parameter you specified and then continues the query on line level. This means that PLANPOINT will go through the whole system, looking for the search parameter you entered.

Search commands can be given in the following sections:

•	DAY

•	Addresses (search on names only)

•	Important numbers

•	Note

•	To do

•	Cash

•	Goals

•	Projects

•	Events

•	FILE

•	TASKS

Upon request, the system will also search through the notes linked to the items in these sections.

The search function is activated by clicking on Search in the menu bar or by pressing <F4>. In the search dialog window, you will have to enter the following items:

-	the SEARCH parameter (What are you looking for?)

-	the PLANPOINT module in which the search is to be performed

-	whether or not you want to include linked notes in the search operation.

* To start a search, proceed as follows:

Mouse:

Click twice on SEARCH to display the search dialog window. Click on the SEARCH field to move the cursor to the search parameter field. In the search parameter field, type the text of the item you are looking for. Use the pointer to select the section in which the search operation is to be performed and to specify whether or not linked notes are to be included in the search.

Click on the SEARCH button to start the actual search.

Keyboard:

Press <F4> to display the search dialog window. Press <TAB> to move the pointer to the search parameter field. In the search parameter field, type the text of the item you are looking for. Using

the arrows, select the section to be searched. Also indicate whether the corresponding note is to be searched. Press <ENTER> or <ALT> + <Z> to start the search.

Selecting one of the search operation results:

In the event of the search coming up with several possibilities, the system will display a list containing the titles and the input dates of the data. You must then select one of the items in the list.

* To select an item from the list:

Mouse:

Click twice on the item you want to select. The item is highlighted and the data are displayed on screen.

Keyboard:

Press <TAB> to move to the field where the search result is displayed. Press the arrow to select the information you want, which will be displayed on the screen when you press <ENTER>.


Day

* Scheduling appointments: text and duration

1. Position the cursor on the text line next to the hour on which you want the appointment to begin.

2. Type the text that is necessary to identify the purpose or contents of your appointment.

3. To enter the duration of your appointment, click on the DURATION button.

4. In the DURATION dialog box, enter the time you want to set aside for the appointment and click on OK. PLANPOINT automatically calculates the end time of your appointment and enters the appointment as a single block in your diary. A time bar covering the scheduled time appears between the hours column and the text area.

Unless specified otherwise, PLANPOINT assumes that an appointment takes place only once.

* Scheduling regular appointments

Some appointments are regular ones, which means that they take place at regular intervals within a certain period of time. This feature speeds up the planning process, as you will not have to enter the same appointment over and over again.

*To schedule a regular appointment, click on the INTERVAL button in the header. In the INTERVAL dialog box, enter the interval (e.g. daily, weekly, monthly, every x days.) and the period of time during which you want this regular appointment to take place (e.g. from 01. 01. 1997 to 31. 12. 1997).  Click on OK to confirm.

You can also, if you wish, press <Delete> to delete (a part of) a regular appointment.

* Scheduling a new appointment at the time of an existing appointment

If you want to schedule an appointment at a time for which you have already scheduled another appointment, i.e. if you are planning two appointments at the same moment, PLANPOINT will display a Time conflict warning message in the Info Windows.

* Scheduling appointments with a non-standard starting hour

If your diary has been set to e.g. a full hour time pattern and you want to schedule an appointment which does not start exactly on the hour (e.g. 11:15), PLANPOINT will allow you to do so. After entering the appointment data, the day plan will be reorganised and the appointment will be recorded as specified. In your day plan PLANPOINT will insert as many additional lines as may be required.

* To schedule an appointment which starts at a non-standard hour:

Mouse:

Click on a standard hour next to an empty line and overwrite the standard hour, typing the hour on which you want the appointment to start (e.g. 11:15). On the text line, enter the purpose or the contents of your appointment.

Keyboard:

Use the the arrows to position the cursor on the standard hour next to an empty line and overwrite the standard hour, typing the hour on which you want the appointment to start (e.g. 11:15). Press <TAB> to go to the text line and enter the purpose or the contents of your appointment.

* Rescheduling appointments

PLANPOINT enables you to reschedule an appointment, by simply moving the appointment to a different day but at the same time as the original appointment.

If you also want to adjust the time, change it before you move the appointment to a different day.

If you want to schedule an appointment at a date/time for which you have already scheduled another appointment, PLANPOINT will display a Time conflict warning message, with the option to cancel the command (and try another date/time) or to schedule the appointment after all.

* To reschedule an appointment, proceed as follows:

Mouse:

Click on the appointment you want to reschedule. The appointment will be highlighted. Click on the MOVE TO button in the header. In the MOVE TO dialog box, use the pointer to select the new date for the appointment. Click on OK to reschedule the appointment to the new date.

Keyboard:

Use the <TAB> key to position the cursor on the appointment you want to reschedule. The appointment will be highlighted. Press <ALT> + <M> to activate the MOVE TO button in the header. In the MOVE TO dialog box, use <TAB> and the arrows to select the new date for the appointment. Press <ALT> + <O> to reschedule the appointment to the new date.

* Deleting appointments

When an appointment is cancelled,  proceed as follows:

Mouse:

Click on the appointment you want to cancel. Click on the DELETE button in the header. The appointment and the corresponding time bar will be deleted from your diary.

Keyboard:

Use the <TAB> key to position the cursor on the appointment you want to cancel. Press <ALT> + <D> to activate the DELETE button in the header.
The appointment and the corresponding time bar will be deleted from your diary.

* Linking notes to appointments

You can any appointment be linked with a note funktion. To link a note to an appointment, you simply open the NOTE icon next to the appointment data. Use the empty notepad page to type all relevant information for that appointment.

Note  You can link only one note to an appointment. When you have entered all the information on the notepad, click on OK or press <ALT> + <O> to close the note. The empty note icon changes to a notepad icon.

* Selecting another date

You can select another date in several ways: by means of the date button, the daybutton, the weekbutton or the keyboard combination and the arrows.

Datebutton

Use the DATE button (i.e. the large button containing today’s date) to display the monthly calendar, where you can select any other date. The arrow icon at the bottom right displays your tasks, appointments and events for the circled date. This function provides you with an immediate overview of your activities for any given date.

Weekbutton

Use the WEEK button to go to the same day in a different week, using the week number.

Daybutton

Use the DAY button to go to any other day, using the day number.

* To select another date, proceed as follows:,

Mouse:	Click on the date, select the new date, select the pointer icon and/or select a date after the calendar is displayed.

Keyboard:

Press <TAB> to go to the DATE button (i.e. the large button containing today’s date) and press <SPACEBAR>. In the MOVE TO dialog box, press <TAB> to go to the calendar and use the

arrows to specify the new date. Press <ALT> + <O> to go to the new date. Press <TAB> to go to the pointer icon; press <spacebar> to display the window.

* Dispatching things To Do

When you have finished one of the things to do, you can dispatch it to indicate that the task has been completed. Dispatching things to do will remove them from the day plan window and transfer them to the To do file.

Mouse:

Click twice on the To do you want to dispatch. The To do is outlined and a dialog box is displayed on screen. Answer the question To do dispatched? by clicking YES. The To do is removed from your diary and stored in the system file.

Keyboard:

Press the <TAB> key to go to the window containing the To do’s and the project tasks. Use the

arrows to select the To do you want to dispatch. The To do is highlighted and a dialog box is displayed on screen. Answer the question To do dispatched? by pressing the Yes button.

The To do is removed from your diary and stored in the system file.

* Copying project tasks to your day plan

The project tasks scheduled for a day are normally displayed in the Info window. In order to obtain a full view of all the project tasks AND all the appointments for a particular day, you can copy the project tasks from the window to the day plan. Once a task has been copied to the day plan, you can use the DURATION button to assign time to the task. The procedure to specify the duration of a task is the same as for the duration of an appointment.

* To copy a task from the window to the day plan, proceed as follows:

Mouse:

In the window, click twice on the task you want to copy to the day plan. A dialog box is displayed. Click on COPY to diary to transfer the task to the day plan. The task is recorded in the day plan, at the time you specified. Use the DURATION button to assign the necessary time to the task.

Note  You must select a starting time before the task can be transferred to the day plan.

The COPY to diary button will NOT be activated in the dialog box if the cursor is positioned                                                      on an appointment in the day plan.

Keyboard:

In the day plan, position the cursor on the time at which you want the task to begin. Press the  key to go to the window and use the arrows to select the task you want to copy to the overview. A dialog box is displayed. Use the <TAB> key to go to the Copy to diary button and press <SPACEBAR> to transfer the task to the day plan. The task is recorded in the day plan, at the time you specified. Use the DURATION button to assign the necessary time to the task.

Note   You must select a starting time before the task can be transferred to the day plan.

The COPY TO DIARY button will NOT be activated in the dialog box if the cursor is positioned on an appointment in the day plan.

* Updating the total time of a task

After you have spent a number of hours working on a project task, you can check off the number of hours you effectively dedicated to that task from the total time specified in the project planning.

Mouse:

In the window, click twice on the task to which you have dedicated some of your time. A dialog box is displayed. Click on the Time SPENT button. The number of hours you specify is deducted from the total number of hours assigned to that task in the project planning. The remaining time, i.e. the time still needed to complete the task, will be displayed in the Info window. The general project management is also updated automatically.

Keyboard:

Press the <TAB> key to go to the window and use the arrows to select the task to which you have dedicated some of your time. A dialog box is displayed. Press the <TAB> key to go to the HOURS field and enter the number of hours effectively spent on the task. Press the <TAB> key to return to the Time SPENT button and press <SPACEBAR>. The number of hours you specified is deducted from the total number of hours assigned to that task in the project planning. The remaining time, i.e. the time still needed to complete the task, will be displayed in the Info window.

Note  The general project management is also updated automatically.

* Checking off completed tasks

Once you have completed a project task, you can inform the system that the task has been dispatched. Checking off a task means that it is removed from the day plan window. The overall project management is also updated automatically.

Mouse:

In the window, click twice on the task you have completed. A dialog box is displayed. Click on the Task done button. The task is removed from the day plan window and is checked off as completed in the overall project management system.

Keyboard:

Press the <TAB> key to go to the window and use the arrows to select the task you have completed. Press <SPACEBAR> to display the dialog box. Press the <TAB> key to go to the Task done button and press <SPACEBAR>. The task is removed from the day plan window and is checked off as completed in the overall project management system.

* Checking the status of a task

If the deadline of a task has been exceeded, the number of hours still needed to complete the task and the status symbol will be displayed in red.


Week

The week plan has been designed to give you a summarized view of your activities for the whole week. To enter data, click on a date: you then move automatically to the selected day where the data can be entered.

* Selecting a day from the week plan

From the week plan you can go directly to any of the day plans of that week.

Mouse:

Click on the day you want to select. The corresponding day plan is displayed on screen. Click the right button on the day you want to select. You remain in the week section, but the day field will fold out, displaying all the data for that particular day.

Keyboard:

Use the <TAB> key to go to the day you want to select and press <SPACEBAR>.

* Selecting another week

Use the WEEK button (at the top of the week plan screen) or the keyboard to open the overview of any other week.

Mouse:

Click on the pointer button beside the week or month number.

Keyboard:

Use the <TAB> key to go to the week or month number. Use the arrows to scroll through the weeks or months.

* Scrolling through the appointments and tasks list

Each day field, except Saturday and Sunday, can display up to four lines of information. Saturday and Sunday fields will display one line of data. If the day plan contains more than four activities for any particular working day, you will have to scroll through the list by means of the scroll bar, or fold out the day field by clicking the right-hand mouse button.

Mouse:	Click on the arrows of the scroll bar to scroll to the beginning or end of the day.

Keyboard:	Use the arrows to scroll through the complete list.


Month

The month plan displays a vertical or horizontal time bar, which allows you to see the remaining free days and hours at a glance.The vertical time bar is activated by selecting the American time and date format in the SETTINGS section under the INFO tab.The horizontal time bar is activated by selecting the European time and date format in the SETTINGS section under the INFO tab. The month plan has been specially designed for rapid situation checks.You cannot enter any information into the month plan, but when you click on a day or an activity, you move automatically to that day or activity. The time bars are a direct result of the activities entered in the day plans. If you point to a scroll bar using the mouse, the activity linked to the scroll bar will be displayed at the top of the screen. There is an overview of all activities for the selected month under the <LIST> button.

Note   When printed, the month plan always displays the days on a vertical axis.

* Selecting another month plan

The MONTH button allows you to open the month plan of any other month.

Mouse:

Click on the arrows beside the month button.

Keyboard:

Use the <TAB> key to move the cursor to the MONTH button and press the arrows.

* Opening the  month plan

The <LIST> button allows you to open a month plan.

Mouse:	Click on the <LIST> button.

Keyboard:	Use <TAB> to go to the <LIST> button and press the <SPACEBAR> to open      	the month plan.


To Do

To Do’s are used to record all actions and activities which are neither an appointment nor a task. Typical To Do’s are e.g. writing a letter, calling a prospect, cleaning up your personal archive, etc. To do’s which have been properly dispatched and recorded as such are filed in the system archive.

To Do’s which are not dispatched by the end of the day are automatically transferred to the next day.

* Entering To Do’s

The best way to proceed is to make a daily list of all the small duties and activities you would like to dispatch that very day. As soon as a To Do has been dispatched in the day plan, it will be removed from the window containing To Do’s and tasks and filed in the system archive for future reference.

Mouse:

Enter the date on which the action is to be performed and type the description on the text line.

To Do’s are displayed in the task window of the day plan. The oldest To Do’s are listed first.

Keyboard:

Enter the date on which the action is to be performed. Press <TAB> to go to the text line and type the description. To Do’s are displayed in the task window of the day plan. The oldest To Do’s are listed first.

* Editing To Do’s

To modify an existing To Do, first delete part of the existing text using <DEL> button, then enter the new text.

* Consulting the To Do file

All dispatched To Do’s are stored in the system file. The file provides a chronological overview of all To Do’s which have been properly dispatched.

Mouse:

Click on the FILE button. A full list of all the dispatched To Do’s and the corresponding notes is displayed. Use the scroll bar to scroll through the complete list.

Keyboard:

Press <TAB> to go to the FILE button, and press the <SPACEBAR> to open the file. A full list of all the dispatched To Do’s and the corresponding notes is displayed. Use the arrows to scroll through the complete list.

* Removing To do’s from the To do file

After a given time, you may decide to delete some of the older To Do’s by means of the DELETE button.

Mouse:

Click on the To Do you want to delete. Click on DELETE to remove the To Do from the file.

Keyboard:

Use the arrows to go to the To Do you want to delete and press <SPACEBAR>. Press <Alt> + <D> to remove the To Do from the file.

* Dispatching To do’s

To Do’s can be sent to the system file from the day plan window or by using the DONE button (see the relevant section for checking off from the day plan).

Mouse:

Click on the To Do you want to dispatch. Click on the DONE button and make your choice in the dialog box.

Keyboard:

Press <TAB> to move to the lines of text and use the arrows to go to the To Do you want to dispatch. Press <ALT> + <D>  to activate the DONE button. Press <ALT>.+.<C> or <ALT> + <Y> to select the right action.


Important numbers

The Important numbers section is a rapid-access telephone list.Use this list to record vital telephone numbers, including emergency numbers, family members, etc.

* Entering names and telephone numbers

Mouse:

Click at the beginning of the name column and enter the name and the telephone number.

Keyboard:

If the cursor is at the beginning of an empty name field, you can immediately enter the name and the telephone number. Use the <TAB> key to go to the number column. The <TAB> key also takes you to the next line.

* To modify or delete important telephone numbers, proceed as follows:

You can modify existing important numbers by simply editing the existing data. To delete an existing important number, use the <DEL> or <BACKSPACE> key on your keyboard.


Address list - input and editing

The address list screen is used to enter new addresses and telephone numbers and to maintain or update your personal database.

* Entering and editing addresses

When you open the Address list, the cursor is in the Name field, you can start entering the data right away.

To edit data, simply overwrite the existing text and numbers. To delete data, use the <DEL> key on your keyboard. Press the ADD button to enter new addresses in the file. You can modify this data on-line; here, you do not need to use the ADD button (since this would enter the address twice in the file).

Mouse:

Click at the beginning of the Name field and enter the text. Use the <TAB> key to move to the next field(s).

Keyboard:

The cursor is at the beginning of the Name field. Type your text. Use the <TAB> key to move to the next field(s).

* Searching for data in the address file

The ABC module has its own SEARCH function, which enables you to retrieve names, addresses or telephone numbers in a minimum of time. If your search criterium is unique, the address screen containing the address, name or telephone number you were looking for will be displayed right away. If not, the system will display a list of possibilities from which you can select the relevant one.

Mouse:

Click at the beginning of the field of your choice and type all or part of the name or address you are looking for. In most cases, entering part of the name or address will be sufficient. Click on the SEARCH button to activate the search.

Keyboard:

Use the <TAB> key to go to the beginning of the field of your choice and type the name or address you are looking for. In most cases, entering part of the name or address will be sufficient. Press <ALT> +<S> to activate the search.

Note:	If you click on the SEARCH button without previously defining a search criterium, PLANPOINT will display a list of all the names in the address list.

* Selecting an item from a search list

If the search criterium you use is unique, the corresponding name or address will be displayed on screen right away. If not, the system will generate a list containing the possibilities.

Mouse:

Click on the name or address of your choice. Click on SELECT to display on screen the data you were looking for.

Keyboard:

Use the arrows to go to the name or address of your choice. Press <ALT> +<O> or <ENTER> to select and to display on screen the data you were looking for.

* Linking notes to names and addresses in the address list

You can each of the addresses or names in your adress list be link to your note funktion.

To open the notepad associated with an address list page, simply activate the NOTE icon next to the name field. Use the note to record whatever background or additional information you consider useful.


Notes

The NOTE module allows you to write a virtually unlimited number of notes that are not linked or attached to other data in the DIARY or ABC modules. The module provides a complete notepad for such stand-alone notes.

The procedures of the note module are identical to the ones used in the note function which is available throughout PLANPOINT.


Cash

PLANPOINT’s CASH module allows you to keep track of project and travel costs and other expenditures in a simple way. The module allows you to record both budgetted and actual costs, a feature which will allow you to control your professional and personal spending. You can also use this module for the management of your mileage allowances.

The expenditures overview is directly linked to the project management module, allowing you also to control budgets assigned to specific tasks or projects.

* Preparing an expenditures overview

Mouse:

Click on INSERT to display the dialog box. Enter the title of the new overview and click OK to transfer the title to the overview window. Enter the date, the description and the amounts, using the <TAB> key to go to the next column. The <ENTER> key takes you to the next line.

Keyboard:

Press<ALT> + <I> to activate the INSERT button. In the dialog box, enter the title of the new overview and press <ALT> + <O> to transfer the title to the overview window. Enter the date, the description and the amounts, using the <TAB> key to go to the next column. The <ENTER> key takes you to the next line.

Important: Amounts in the expenditures overview are limited to 7 digits before the comma (or point) and two digits after the comma (or point), except for Belgian Francs (BF), Italian Lira’s (Lit) and Spanish Pesetas (Pts), for which you can enter nine digits before the comma and NONE after the comma.

* Preparing a project budget

The SELECT button will display the list of the cash overviews you defined in the PROJECTS module. The projects are also included in this list (displayed between []). Pressing <SPACEBAR> on the project title will display the expenditures overview of the selected project. For more details about the procedure, see “Preparing an expenditures overview” above.

* Currency selection

The currency used in your expenditure overview is determined in the SETTINGS section from the INFO module.


Goals

The GOALS tab allows you to lay the basis for your project management by formulating your  goals.

* Defining and modifying goals

To define a goal, you have to enter a code and a title. You may also assign an area to a goal, but the area field is optional.

Mouse:

Click at the beginning of the AREA column and type your text. Use the <TAB> key to go to the CODE column. Type a code which establishes a link with your projects. Use the <TAB> key to go to the TEXT column and type the title of your goal. If you want to, use the notepad to detail your goal.

Keyboard:

Press the <TAB> key to go to the beginning of the AREA column and type your text. Use the <TAB> key to go to the CODE column. Type a code which establishes a link with your projects. Use the <TAB> key to go to the TEXT column and type the title of your goal. If you want to, press <TAB> to go to the note icon and use the notepad to detail your goal.

* Setting and modifying priorities

Mouse:

Click on the NUMBER button at the left of the goal. A small numerical keypad is displayed. Click on the number which corresponds to the desired priority rating.

Keyboard:

Use the <TAB> key to go to the NUMBER button at the left of the goal and press <SPACEBAR> to display the small numerical keypad. Use the arrows to go to the number which corresponds to the desired priority rating and press <ENTER> to select.


Projects

The PROJECTS tab is used to define all your projects. The data you enter in this screen are the basic information for PLANPOINT’s project management system.

Note:   The notepad and the BUDGET and ACTUAL data are under the  <EDIT> and  <ADD>buttons.

* Defining and updating a project

Mouse:

Click on the ADD button. A dialog box for the definition of a new project is displayed. Use the <TAB> key or the mouse to move from one field to the next. Click on OK to transfer the data to PLANPOINT.

Click on the EDIT button to modify the data for an existing project. The procedure is identical to the one described above.

Keyboard:

Press <ALT>+ <A> to activate the ADD button. A dialog box for the definition of a new project is displayed. Use the <TAB> key to move from one field to the next. Press <ALT> + <O> to transfer the data to PLANPOINT.

Press <ALT> + <E> to modify the data for an existing project. The procedure is identical to the one described above.

In case the number of projects exceeds the capacity of the PROJECTS screen, use the arrows to scroll through the complete list.


Tasks

Each project consists of a number of tasks.The TASKS screen allows you to define and input sets of dependent tasks and independent tasks.

* Defining and modifying independent tasks

The term “independent task” is used for project tasks whose initial execution does not depend on other tasks. Independent tasks are defined by means of the EDIT button.

Tip: When defining project tasks, we recommend you define the independent tasks first.

Mouse:

Click on the first empty line at the bottom of the task list. Click on EDIT and press <ENTER> to input a new task on the empty line. A dialog box is displayed, with the cursor in the TEXT field. Type the description of your task. Use the mouse or the <TAB> key to go from one field to the next.

Keyboard:

Use the <TAB> key and/or the arrows to go to the first empty line at the bottom of the task list. Press <ALT> + <E> and then <ENTER> to input a new task on the empty line. A dialog box is displayed, with the cursor in the TEXT field. Type the description of your task. Use the <TAB> key to go from one field to the next.

Click on OK (or press <ALT> + <O>) to close the dialog box and add the new task to the task list.

Click on CANCEL (or press <ALT> + <C>) to close the dialog box without adding data to your task list.

* To edit an existing task, proceed as follows:

Mouse:

Select the task you want to modify and click on EDIT. Follow the same procedure as for the

definition of a new task.

Keyboard:

Press <ALT> + <E> to activate the EDIT button. Follow the same procedure as for the definition of a new task.

* To delete a task from the task list, proceed as follows:

Mouse:

Select the task you want to delete and click on DELETE.

Keyboard:

Use the <TAB> key to select the task you want to delete and press <ALT> + <D> to activate the DELETE button.

* Defining and inserting a dependent task

Within a project, there will be a number of tasks that have to be executed consecutively. Consecutive tasks are referred to as “dependent tasks”. PLANPOINT allows you to define the relationship between higher and lower-level tasks.

In the task list screen, dependent tasks are marked by means of an arrow next to the task description.

Mouse:

Select the “parent” task, i. e. the task that must be (partially) completed before the dependent task(s) can start, by clicking on that task in the task list. The task is now highlighted. Click on INSERT. A dialog box is displayed, with the cursor in the TEXT field. Type the description of your task. Use the mouse or the <TAB> key to go from one field to the next in the window. The system will suggest the end date of the “parent task” as the start date of the dependent task. However, you may enter any date later than the start date suggested by the system.

Keyboard:

In the task list, use the arrows to select the “parent” task, i.e. the task that must be partially completed before the dependent task(s) can start. list. The task is now highlighted. Press <ENTER> or <ALT> + <I> to activate the INSERT button. A dialog box is displayed, with the cursor in the TEXT field. Type the description of your task. Use the <TAB> key to go from one field to the next. The system will suggest the end date of the “parent task” as the start date of the dependent task. However, you may enter any date later than the start date suggested by the system.

If you want to modify the text in any of the task definition fields, simply enter the new text overwriting the existing one. The system will automatically record and store the modification.

* Project/task status

PLANPOINT uses a number of symbols to indicate the status of a project and/or a task.

Symbols

Exclamation mark	The forecast end date of the task or project has passed.

Hourglass	The task or project is in progress, within the forecast time frame.

Dot	The task has not been started yet.

Check mark	The task has been completed.

Suppose you have checked off a task as “completed”, only to find that there are still a few loose ends. In that case, the task does not “deserve” the check mark in the task list. To modify the status of a task, go to the task definition dialog box and click on the status symbol (in this case, the check mark). Clicking on the status symbol will reset the task status to its previous value.


Project overview

The horizontal tab OVERVIEW provides a graphic overview of all the tasks within a project or all of the projects.PLANPOINT uses a so-called GANTT chart to display the current situation of a project.

The project overview screen cannot be used to input or modify data. All project management modifications, updates or changes have to be input under the PROJECTS tab or in the TASKS section.

* Moving the time bar

You can move the time bar to the left or to the right, in order to check the project status for a different time period.

Mouse:

Click on the time bar and keep the mouse button pressed down. Moving the mouse will also move the time bar to the right or to the left. Use the arrows to move the time bar up or down.

* Selecting another period

Mouse:

To modify the time period, click on DISPLAY. A list box offers the following options: 1 month, 3 months, 8 months and 14 months. Click on the time period you want to display. The screen will automatically show the selected time period.

Keyboard:

Use the <TAB> key to go to the DISPLAY button in the PROJECT OVERVIEW screen and press the arrows to display the following options: 1 month, 3 months, 8 months and 14 months. The screen will automatically switch to the selected time period.

* Selecting another project/Selecting all projects

Mouse:

To display the overview for a different project, click on the PROJECT arrow. A list box containing all the project codes as well as the option [All] is displayed. Click on the project for which you want to see the overview or click on [All] to display the overview of all projects in progress.

Keyboard:

Use the <TAB> key to go to the PROJECT arrow and press the arrows to select another project. The screen switches automatically to the project you selected. Select [All] to display the overview of all projects in progress.

* Switching back to PROJECT DEFINITION or TASKS

After viewing the project overview, you might feel that some changes are needed in your project management. Select the TASKS tab or the PROJECT DEFINITION tab to enter whatever modifications you consider necessary.

Mouse:

Click on the PROJECT DEFINITION or TASKS tab, or click twice on the relevant task description in the margin.

Keyboard:

By means of Module in the menu bar.


Celendar

Calendar

The CALENDAR tab provides a 12-month calendar, which allows you to look up specific dates in a minimum of time. To display another year, use the pointers beside the YEAR button.

* Selecting special dates and displaying the special dates list

Mouse:

Click on the button for the special dates of your choice. The selected dates will be displayed in the window

Keyboard:

Use the <TAB> key to go to the button for the special dates of your choice and press <SPACEBAR>. The list of special dates will be displayed in the window.


Setttings

Settings

The SETTINGS section allows you to customize your PLANPOINT system according to your personal work style and preferences.

* Language

PLANPOINT offers a choice of six languages: English, German, French, Spanish, Italian and Dutch.

* Country

This field contains the main country for which you want to display the holidays. If you want to display the holidays for several countries, see “Other countries” below. The public holidays selected here are taken into account when calculations are being made in the Project module.

* Currency

The currency used in the CASH module.

* Time and date format

Use this field to indicate if you want the European (00:00 - 24:00) or the American (0:00 a. m. - 12. 00 p. m. ) notation.

* Other countries

Use this field to select the countries for which you want to include the holidays in your system. You can select different countries at the same time (A, B, CH, D, E, F, GB, I, NL and USA).

* Defining and modifying passwords

PLANPOINT recognizes two types of passwords: a global password and a private password. Both passwords are used to protect the confidential data in your system.

Mouse:

Click on GLOBAL or PRIVATE A dialog box is displayed. Enter the new password. You will have to enter the password twice for control purposes. As soon as the password has been entered twice, it will be registered in the system.

To modify your password, you will have to enter the existing password before you can enter a new one.

Keyboard:

Use the <TAB> key to go to the GLOBAL or PRIVATE button. A dialog box is displayed. Enter the new password and press <ALT> + <O> to confirm. You will have to enter the password twice for control purposes. As soon as the password has been entered twice, it will be registered in the system.

To modify your password, you will have to enter the existing password before you can enter a new one.

The personal password is used in combination with the lock in the dayplan, the To Do’s and the notes. If a personal password has been activated, the data protected by a closed lock will only be displayed if you type the correct personal password when starting Planpoint. In other words, to make data invisible, you should close the lock, exit Planpoint and start Planpoint again without typing the personal password. When this is done, neither the protected data nor the lock are displayed. If, while using Planpoint, you want to make this information visible again, select Password in the menu bar, click on Personal and enter the correct password. All the hidden data will again be visible.

* Printer

The printer selected in the Windows Print Manager is displayed here.

Format	The FORMAT field contains the page format for the printout.

* Day/Dayinfo

The DAYINFO field sets the events which will appear in the day plan window: Events, Holidays, Birthdays, To do’s and Tasks.

* Time pattern

PLANPOINT allows you to define your own time pattern. The default setting is a half hour interval time pattern. Full hour and half hour interval time patterns are predefined and can be activated by means of buttons. If you want to set a different time pattern, you will have to specify the interval.

Mouse:

Click on TIME PATTERN. In the dialog box, click on the 1h button. The time pattern list changes to full hours, from 08. 00 to 19. 00. If you want your time pattern to begin earlier and/or end later, specify the desired start and end hours in the FROM and TILL fields, and click on the 1h button.

Click on OK to confirm your setting.

If you want to implement , for example, a 20 minute interval time pattern, enter 0.20 in the field next to FREE. Click on FREE to set the time pattern. Click on OK to confirm.

Keyboard:

Use the <TAB> key to go to the TIME PATTERN button and press <SPACEBAR> to activate the button. In the dialog box, use the <TAB> key to go to the 1h button and press <SPACEBAR>. The time pattern list changes to full hours, from 08. 00 to 19. 00. If you want your time pattern to begin earlier and/or end later, use the <TAB> key to go to the FROM and TILL fields and specify the desired start and end hours. Then press <TAB> to go to the 1h button and press <SPACEBAR> to confirm your setting. Press <ALT> + <O> to confirm your setting.

If you want to implement, for example, a 20 minute interval time pattern, enter 0.20 in the field next to FREE. Use the <TAB> key to go to the FREE field and press <SPACEBAR>. Press <ALT> + <O> to confirm.

Note:	PLANPOINT does not process intervals shorter than 15 minutes.

* Modifying the standard time pattern

Using the relevant buttons, PLANPOINT allows you to modify the standard fixed interval time pattern by inserting additional intervals and/or removing existing intervals.

Mouse:

Enter the hour of the time interval next to the INSERT button and click on INSERT or DELETE, confirm with OK.

Keyboard:

Press <TAB> to go to the time interval; enter the hour of the time interval and press <TAB> to go to the INSERT button. Confirm with <ALT> + <O>.

* To delete a time interval, proceed as follows:

Mouse:

Click on the time interval to be deleted. Then click on the DELETE button and confirm with OK.

Keyboard:

Press <TAB> to go to the time interval displayed. Use the arrows to select. Press <ALT> + <V> and confirm with <ALT> + <O>.

* Alarm

The Alarm warns you about upcoming appointments or meetings. A visual alarm warning will be displayed on screen if you are working in a Windows application at that time. Here, you can also specify the number of minutes before your appointment that PLANPOINT should begin to warn you.

* Week/Dayinfo

The DAYINFO field sets the events which appear in your week plan: Holidays, Birthdays, Events, Moon phases.

* Time bar

The TIME BAR field sets at what time of the day the time bar in your week plan begins, e.g. 9 o’clock in the morning.

* Length

The LENGTH field sets the length of the time bar in your week plan.

* Working time

 Here, you can change the working days taken into account by the project planner. If you wish your project planner to calculate using a 7-day week, enter the working times for Saturday and Sunday. The Planpoint standard settings are for 5 working days.

Mouse:

Select the WORKING TIME button and open the dialog box. Modify the settings and confirm with OK.

Keyboard:

Press <TAB> to go to the WORKING TIME button and press <SPACEBAR> to open the dialog box. Press <TAB> to select the time to be modified and change the time as required. Press <ALT> + OK to close.

* Month

Dayinfo	Which events are displayed in the month plan? Holidays, Events, Birthdays

Actions


Events

The EVENTS section allows you to enter all special events that have a special meaning to you and which you may want to reproduce in your day plans.When defining the events, think about

•	special events within the company, e.g. budgetting rounds, celebrations, etc.

•	special milestones within your industry, e.g. seminars, congresses, fairs, etc.

•	holidays, both your own and your staff’s

•	fairs

•	private and personal events, e.g. for your sports club, your kids’ PTA, etc.

* Defining events

When defining an event, you actually set the date of the special event and the period during which it is to be displayed in your day plan. e.g. to set July 4 as an event, you will have to enter:

* Date:	04. 07. 92 to 04. 07. 99

* Text:	4th of July, USA

* Frequency: 	Yearly

As a result, this event will be displayed in your July 4 day plan every year, from 1992 to 1999.

Mouse:

Enter the date of the event and the description. Click on the FREQUENCY button to enter the frequency.

Keyboard:

Enter the date of the event and the description. Use the <TAB> key to go to the FREQUENCY button and press <SPACEBAR>. Select the frequency of the event using <TAB> and <SPACEBAR>.


External

The EXTERNAL section offers the opportunity to make backups at any time, in order to protect the information contained in your PLANPOINT modules or PLANPOINT Project Manager. Activating the BACKUP button copies all relevant data to an external floppy, whereas RESTORE will copy them back to the hard disk.

* To make a backup of PLANPOINT data, proceed as follows:

Mouse:

PLANPOINT’s default setting is a backup on your A: drive. In case you wish to make your backup on another floppy drive, replace A: by the name of the drive you wish to use. Click on BACKUP and follow the instructions on your screen.

Keyboard:

PLANPOINT’s default setting is a backup on your A: drive. In case you wish to make your backup on another floppy drive, replace A: by the name of the drive you wish to use. Press <TAB> to go to the BACKUP button. Press <SPACEBAR> to activate this button and follow the instructions on your screen.

* To restore the PLANPOINT data, proceed as follows:

Mouse:	Insert the diskette in the A: drive and click on RESTORE.

Keyboard:	Insert the diskette in the A: drive and press <TAB> to go to the RESTORE button. Activate this button using <SPACEBAR> to activate this button and follow the instructions on your screen.


PRINTING

PLANPOINT’s printer function allows you to print each screen on a separate page, by simply activating, for most screens, the <F5> function key or the Print command in the menu bar. Some screens (Notepad, month list) have their own PRINT button, which should be used in the relevant screen.

* To activate the printer function, proceed as follows:

Mouse:	Click twice on PRINT in the menu bar.

Keyboard:	Press <F5> to activate the printer function.

PLANPOINT supports all printers that can be installed in Windows 3.1.

The PLANPOINT screens can be printed in any of the following formats:

-	DIN A4

-	DIN A5

-	Success Office

-	Success Senior

-	Filofax ComPS form

-	Time/system matrix: form 15600 (15602)

-	Time/system laser: form 15985 (15603) & 15986 (15604).