Navigating the Planner

In the Planner, you navigate between the main pages using the module navigation. The module navigation is displayed to the right of the top navigation, and can include, for example, the entries marked by the numbers in the graphic below. Click the entries or the numbers to learn more about the main screens.

Notes

Depending on your tasks in the system, you may not see all or even more entries in the module navigation.

The following entries in the module navigation are not explained within the scope of this overview:

  • Tools: Import for budget data and the audit log. For more information, see chapter Import and Export of Budget Data

  • User: Management of users and their access permissions to marketing activities and dimensions. More information can be found in the Planner administration manual, see Further Documentation.

  • Settings: Configuration of the Planner. More information can be found in the Planner administration manual, see Further Documentation.

These functions are generally reserved for only a few users.