Getting Started
Use this section to get up and running with Open Plan. It introduces the core setup tasks, navigation basics, and key concepts you need to start working efficiently and confidently.
Related Topics:
The topics and links included below describe some of the processes and steps that you may need when you start working with Open Plan.
The Mentor feature is designed to provide users advice like a mentor would. In many cases this provides a safety net to minimize inaccurate results because of unreliable information.
Use this procedure to log on to Open Plan.
Log On to Open Plan Using a Different User ID
Use this procedure if you are logged on to Open Plan but want to switch to another User ID.
Connect to Another Data Source
Use this procedure if you are logged onto Open Plan but want to switch to another data source.
The information you provide in this dialog box allows Open Plan to check whether you are an authorized user of the active data source to which you are trying to connect.
Log In Assistance (Forgotten Password or User ID) Dialog Box
Use this dialog box to retrieve a forgotten Open Plan user ID or reset a forgotten Open Plan password.
This section covers the primary aspects of Open Plan and explains how the various functionalities of the application operate.
System-Wide Preferences and Options
Use the Options dialog box to specify things like default times, the day on which the week starts, language, a default project, a startup view, email server, and more.
Security and the EPM Security Administrator