FAQ2026-03-03T11:27:37+00:00
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FAQ

Your questions, our answers

This collection answers frequently asked questions about PLANTA and provides background information. It helps you to better understand functions and work confidently with the system. If you still have questions or prefer personal communication, we are always available to assist you. Please feel free to use our contact form.

How do I log in to PLANTA?

Open your system’s URL to launch the web client or use the desktop application. The login page will then appear immediately. Enter your username and password to access the application.

Is there an API for PLANTA?

Yes, PLANTA provides an API. This allows you to exchange data between PLANTA and other systems, for example for automatic synchronization or to connect your own applications.

What is the best way to get started with PLANTA?

First, your master data is recorded. This includes topics such as the company organization chart, the user group, and the working models. You can then use functions such as planning, resource management, or agile boards step by step. If you use both traditional and agile approaches, you can combine them flexibly. A short introduction or training session makes it even easier to get started. We also have tutorials on various topics. Please contact us for more information.

Why do I have to register separately for the agile and traditional versions?

Our software previously consisted of several independent components. To make it easier for you to use, we are now combining PLANTA Project and PLANTA pulse into a single solution. We are working hard on the complete merger and will soon be offering you an integrated version of PLANTA Project—including agile, traditional, and hybrid project management as well as a central login.

How customizable is PLANTA?

PLANTA allows for a high degree of customization: you can individually configure modules, masks/data fields, reports, and, if necessary, workflows. You can implement this customization yourself or through your PLANTA project manager.

How does the authorization model work?

Users can be granted different rights to projects, data fields, reports, etc., depending on their role.

How easy is it to migrate existing master and project data to PLANTA?

We offer several standard interfaces that automate and simplify the import of master data. Custom interfaces can be easily set up.

How does PLANTA handle very large databases?

Since PLANTA is designed for multi-project management, you can scale it for many projects and users. PLANTA provides you with a high-performance system for all eventualities thanks to its horizontally scalable application stacks. A load balancer can be used for this purpose, but is not absolutely necessary.

What is PLANTA Project?

PLANTA Project is software for professional project management. We offer comprehensive tools for planning, controlling, and monitoring projects—from individual projects to complex multi-project landscapes.

Which project management methods does PLANTA support?

PLANTA supports traditional, agile, and hybrid project management. This allows you to use the method or combination that suits you best, depending on the type of project.

What is multi-project management?

Multi-project management refers to the systematic planning and control of several projects simultaneously—including dependencies, resources, and priorities. PLANTA offers transparency and a basis for decision-making. You can find more detailed information on multi-project management in our blog article Multi-project management (MPM): Definition, Planning, and Tips.

How does PLANTA support project controlling and cost planning?

With PLANTA, you can plan budgets, record costs, and compare target and actual values. Dashboards and reports clearly highlight deviations so that you can take countermeasures at an early stage. You can keep an eye on the status of your project at all times.

What role does resource planning play in PLANTA?

Resource planning is a core component of PLANTA. You can see resource utilization, availability, and bottlenecks with real-time data. This allows you to avoid overloads right from the project planning stage.

What does hybrid project management mean in PLANTA?

Hybrid project management combines traditional and agile approaches. In PLANTA, for example, you can create a structured project plan and at the same time effectively use the finely granular task level in agile boards or sprints.

What is a WBS element?

A WBS element (work breakdown structure element) is a building block in the work breakdown structure. It represents a part of the project, e.g., a work package, a phase, or a milestone.

What reports are available in PLANTA?

PLANTA offers a wide range of reports, e.g., on costs, deadlines, resources, progress, risks, or portfolio overviews. These reports can be configured individually.

What does escalation mean in project management?

Escalation describes the targeted transfer of a problem or risk to a higher decision-making authority if it cannot be solved at the project level. Read our blog article on escalation management in project management for more information.

Does PLANTA support risk analysis in project management?

Yes. Risks can be identified, assessed, monitored, and assigned measures—including graphical overviews and tracking.

Can I use PLANTA for process models and PMO?

Yes. By using individually configurable process models that describe project processes from initialization to completion, we provide PMOs with a powerful toolbox for project management. Approvals ensure that PMOs and project managers always have the current status under control – even in a multi-project environment.

What is the difference between PLANTA Project and PLANTA Enterprise?

PLANTA Project focuses on operational project planning and control. PLANTA Enterprise complements this with a portfolio and company view, e.g., strategic prioritization, capacity planning across multiple areas, and central evaluations. PLANTA Portfolio is an established and strong partner for all portfolio managers.

On which systems does PLANTA run?

PLANTA Project runs independently of the platform—Windows and Linux are supported, among others. Depending on the version used (desktop client, web client), PLANTA can be operated on client PCs or servers.

Does PLANTA comply with all data protection regulations?

Yes, data protection and compliance are guaranteed by PLANTA:

  • For SaaS operation, in addition to hosting, the server locations are also in Germany. Data protection requirements are met in accordance with German standards.

  • Alternatively, on-premises operation is possible; in this case, all data remains in your own infrastructure and you retain full control over security, backups, and access.

Is PLANTA suitable for large companies with many users and projects?

Yes, PLANTA Project is specifically designed for multi-project management and can manage many parallel projects without any fundamental limitation on the number of projects. This makes the system suitable for large companies with an extensive project landscape, multiple teams, and many simultaneous projects.

Does PLANTA support risk or quality management or PMO/governance functions?

Yes, in addition to traditional and hybrid project management, PLANTA also covers portfolio management, change/requirements management, controlling, resource planning, and governance aspects. This makes PLANTA suitable as a PMO tool or central tool for project management within the company.

How often are updates released for PLANTA?

PLANTA provides regular updates. These include functional improvements, enhancements, and security optimizations. According to our user forum, there is one major update per year, during which a new version with new and improved functions is released.

Where can I find the user manual?

The user manual is available online in the PLANTA online help. There you will find step-by-step instructions, feature descriptions, and examples of use.

How does PLANTA Customer Service work?

Our Customer Service team is here to help you with technical questions, error analysis, and general questions about the application. You can reach support by email. The processing time for your request depends on the support package you have booked. Regardless of this, all incoming requests are handled according to priority and urgency.

Where can I download the latest client?

We currently provide clients via the PLANTA registry. However, this will become less important in the future, as all users will be able to use the web client. Then you will only need access to the registry or the URL of your system.

Is there a platform for exchanging ideas with other customers?

Yes, there is a LinkedIn community where you can exchange ideas with other PLANTA customers. Experiences, best practices, and application examples are shared there. In addition, we offer our customers the opportunity for personal exchange at the annual PLANTA User Forum.

What training courses does PLANTA offer and how can I participate?

PLANTA offers training courses for users, project managers, and administrators. These courses teach the basics as well as in-depth knowledge about the application. The training courses can be conducted online or on-site. Book a training course with us and we will find a suitable date with you.

Why do I need a consultation first and can’t just get a test system straight away?

A test system should be tailored to your requirements so that you can evaluate PLANTA effectively. During the consultation, we will assess with you which functions are actually relevant to you, what your IT environment looks like, and whether you use traditional, agile, or hybrid processes. This ensures that you get a test system that is optimally tailored to your needs.

Can I test PLANTA free of charge?

Yes, you can test PLANTA free of charge. We will set up a test system for you that you can try out with no obligation.

How long can I test PLANTA for free?

The trial period is agreed upon individually. PLANTA is generally available to you for 30 days; if you are interested in continuing, we will be happy to extend this period so that you can evaluate the processes and functions at your leisure.

What features are available in the trial system?

The trial system provides you with the most important features of PLANTA, such as project planning, resource management, reporting, and agile board views. This gives you a realistic impression of the software.

Are there any restrictions in the free trial version?

Yes, a few functions such as interfaces (APIs) are not active in the test system, as these must be configured individually. However, this does not impair the evaluation of the core functions.

How do I start the trial period?

After joint setup and a brief onboarding process, you can start working on your own projects right away. We will support you and answer any questions you may have so that you can make the most of the trial period. Make an appointment for an initial consultation now.

Is an AD/LDAP/Entra connection possible?

Yes, PLANTA can be connected to directory services such as Active Directory (AD), LDAP, or Microsoft Entra ID. The setup is carried out in coordination with your IT department, usually during productive operation.

What editions of PLANTA are available?

You can choose between PLANTA Project and PLANTA Enterprise. PLANTA Project includes resource, cost, and task planning as well as hybrid project management. With PLANTA Enterprise, you also have access to additional functions for project portfolio management, quality management, and annual budget planning.

How does billing work?

Billing depends on the selected license model and the number of users. We would be happy to explain the options to you in a personal consultation.

Is on-premise operation also available?

Yes, PLANTA can be operated both in the cloud (SaaS) and on-premise. Some industries prefer on-premise for compliance or security reasons, and PLANTA fully supports this option.

What integrations are possible?

PLANTA can be integrated into existing system landscapes via interfaces, for example into ERP, HR, BI, or ticketing systems. Data exchange is tailored to your requirements.

How much do PLANTA licenses cost?

The costs depend on the number of users, the range of functions, and the operating model. Just get in touch with us—we will prepare a suitable offer for you.

How does the contract drafting process work?

The contract drafting process is flexible and tailored to your specific use case. Options include SaaS operation, on-premise operation, service level agreements, and extension modules. We will discuss together which model best suits your requirements.

How does license and user management work when project participants change (e.g., external resources, temporary participation)?

PLANTA licenses per user or per reference object. In the case of changing resources, external participants, or temporary users, it is necessary to clarify how licenses are handled: e.g., temporary licenses, roles with restricted access, external guest users, or periods of use.

How do I log in to PLANTA?

Open your system’s URL to launch the web client or use the desktop application. The login page will then appear immediately. Enter your username and password to access the application.

Is there an API for PLANTA?

Yes, PLANTA provides an API. This allows you to exchange data between PLANTA and other systems, for example for automatic synchronization or to connect your own applications.

What is the best way to get started with PLANTA?

First, your master data is recorded. This includes topics such as the company organization chart, the user group, and the working models. You can then use functions such as planning, resource management, or agile boards step by step. If you use both classic and agile approaches, you can combine them flexibly. A short introduction or training session makes it even easier to get started. We also have tutorials on various topics. Please contact us for more information.

Why do I have to register separately for the agile and classic versions?

Our software previously consisted of several independent components. To make it easier for you to use, we are now combining PLANTA Project and PLANTA pulse into a single solution. We are working hard on the complete merger and will soon be offering you an integrated PLANTA Project—including agile, classic, and hybrid project management as well as a central login.

How customizable is PLANTA?

PLANTA allows for a high degree of customization: you can individually configure modules, masks/data fields, reports, and, if necessary, workflows. You can implement this customization yourself or through your PLANTA project manager.

How does the authorization model work?

Users can be granted different rights to projects, data fields, reports, etc., depending on their role.

How easy is it to migrate existing master and project data to PLANTA?

 

We offer several standard interfaces that automate and simplify the import of master data. Custom interfaces can be easily set up.

 

How does PLANTA handle very large databases?

 

Since PLANTA is designed for multi-project management, you can scale it for many projects and users. PLANTA provides you with a high-performance system for all eventualities thanks to its horizontally scalable application stacks. A load balancer can be used for this purpose, but is not absolutely necessary.

What is PLANTA Project?

PLANTA Project is software for professional project management. We offer comprehensive tools for planning, controlling, and monitoring projects—from individual projects to complex multi-project landscapes.

Which project management methods does PLANTA support?

 

PLANTA supports classic, agile, and hybrid project management. This allows you to use the method or combination that suits you best, depending on the type of project.

 

What is multi-project management?

Multi-project management refers to the systematic planning and control of several projects simultaneously—including dependencies, resources, and priorities. PLANTA offers transparency and a basis for decision-making. You can find more detailed information on multi-project management in our blog article Multi-project management (MPM): Definition, Planning, and Tips.

How does PLANTA support project controlling and cost planning?

With PLANTA, you can plan budgets, record costs, and compare target and actual values. Dashboards and reports clearly highlight deviations so that you can take countermeasures at an early stage. You can keep an eye on the status of your project at all times.

What role does resource planning play in PLANTA?

Resource planning is a core component of PLANTA. You can see resource utilization, availability, and bottlenecks with real-time data. This allows you to avoid overloads right from the project planning stage.

What does hybrid project management mean in PLANTA?

Hybrid project management combines classic and agile approaches. In PLANTA, for example, you can create a structured project plan and at the same time effectively use the finely granular task level in agile boards or sprints.

What is a WBS element?

A WBS element (work breakdown structure element) is a building block in the work breakdown structure. It represents a part of the project, e.g., a work package, a phase, or a milestone.

What reports are available in PLANTA?

PLANTA offers a wide range of reports, e.g., on costs, deadlines, resources, progress, risks, or portfolio overviews. These reports can be configured individually.

What does escalation mean in project management?

 

Escalation describes the targeted transfer of a problem or risk to a higher decision-making authority if it cannot be solved at the project level. Read our blog article on escalation management in project management for more information.

 

Does PLANTA support risk analysis in project management?

Yes. Risks can be identified, assessed, monitored, and assigned measures—including graphical overviews and tracking.

Can I use PLANTA for process models and PMO?

 

Yes. By using individually configurable process models that describe project processes from initialization to completion, we provide PMOs with a powerful toolbox for project management. Approvals ensure that PMOs and project managers always have the current status under control – even in a multi-project environment.

 

What is the difference between PLANTA Project and PLANTA Enterprise?

PLANTA Project focuses on operational project planning and control. PLANTA Enterprise complements this with a portfolio and company view, e.g., strategic prioritization, capacity planning across multiple areas, and central evaluations. PLANTA Portfolio is an established and strong partner for all portfolio managers.

On which systems does PLANTA run?

 

PLANTA Project runs independently of the platform—Windows and Linux are supported, among others. Depending on the version used (desktop client, web client), PLANTA can be operated on client PCs or servers.

 

Does PLANTA comply with all data protection regulations?

Yes, data protection and compliance are guaranteed by PLANTA:

  • For SaaS operation, in addition to hosting, the server locations are also in Germany. Data protection requirements are met in accordance with German standards.

  • Alternatively, on-premises operation is possible; in this case, all data remains in your own infrastructure and you retain full control over security, backups, and access.

Is PLANTA suitable for large companies with many users and projects?

 

Yes, PLANTA Project is specifically designed for multi-project management and can manage many parallel projects without any fundamental limitation on the number of projects. This makes the system suitable for large companies with an extensive project landscape, multiple teams, and many simultaneous projects.

 

Does PLANTA support risk or quality management or PMO/governance functions?

 

Yes, in addition to classic and hybrid project management, PLANTA also covers portfolio management, change/requirements management, controlling, resource planning, and governance aspects. This makes PLANTA suitable as a PMO tool or central tool for project management within the company.

How often are updates released for PLANTA?

PLANTA provides regular updates. These include functional improvements, enhancements, and security optimizations. According to our user forum, there is one major update per year, during which a new version with new and improved functions is released.

Where can I find the user manual?

The user manual is available online in the PLANTA online help. There you will find step-by-step instructions, feature descriptions, and examples of use.

How does PLANTA Customer Service work?

 

Our Customer Service team is here to help you with technical questions, error analysis, and general questions about the application. You can reach support by email. The processing time for your request depends on the support package you have booked. Regardless of this, all incoming requests are handled according to priority and urgency.

 

Where can I download the latest client?

 

We currently provide clients via the PLANTA registry. However, this will become less important in the future, as all users will be able to use the web client. Then you will only need access to the registry or the URL of your system.

 

Is there a platform for exchanging ideas with other customers?

Yes, there is a LinkedIn community where you can exchange ideas with other PLANTA customers. Experiences, best practices, and application examples are shared there. In addition, we offer our customers the opportunity for personal exchange at the annual PLANTA User Forum.

What training courses does PLANTA offer and how can I participate?

 

PLANTA offers training courses for users, project managers, and administrators. These courses teach the basics as well as in-depth knowledge about the application. The training courses can be conducted online or on-site. Book a training course with us and we will find a suitable date with you.

Why do I need a consultation first and can’t just get a test system straight away?

A test system should be tailored to your requirements so that you can evaluate PLANTA effectively. During the consultation, we will work with you to clarify which functions are relevant to you, what your IT environment looks like, and whether you use classic, agile, or hybrid processes. This ensures that you receive a test system that is optimally prepared for your needs.

Can I test PLANTA free of charge?

Yes, you can test PLANTA free of charge. We will set up a test system for you that you can try out with no obligation.

How long can I test PLANTA for free?

 

The trial period is agreed upon individually. PLANTA is generally available to you for 30 days; if you are interested in continuing, we will be happy to extend this period so that you can evaluate the processes and functions at your leisure.

 

What features are available in the trial system?

The trial system provides you with the most important features of PLANTA, such as project planning, resource management, reporting, and agile board views. This gives you a realistic impression of the software.

Are there any restrictions in the free trial version?

 

Yes, a few functions such as interfaces (APIs) are not active in the test system, as these must be configured individually. However, this does not disadvantage the evaluation of the core functions.

 

How do I start the trial period?

After joint setup and a brief onboarding process, you can start working on your own projects right away. We will support you and answer any questions you may have so that you can make the most of the trial period. Make an appointment for an initial consultation now.

Is an AD/LDAP/Entra connection possible?

Yes, PLANTA can be connected to directory services such as Active Directory (AD), LDAP, or Microsoft Entra ID. The setup is carried out in coordination with your IT department, usually during productive operation.

What editions of PLANTA are available?

You can choose between PLANTA Project and PLANTA Enterprise. PLANTA Project includes resource, cost, and task planning as well as hybrid project management. With PLANTA Enterprise, you also have access to additional functions for project portfolio management, quality management, and annual budget planning.

How does billing work?

Billing depends on the selected license model and the number of users. We would be happy to explain the options to you in a personal consultation.

Is on-premise operation also available?

Yes, PLANTA can be operated both in the cloud (SaaS) and on-premise. Some industries prefer on-premise for compliance or security reasons, and PLANTA fully supports this option.

What integrations are possible?

PLANTA can be integrated into existing system landscapes via interfaces, for example into ERP, HR, BI, or ticketing systems. Data exchange is tailored to your requirements.

How much do PLANTA licenses cost?

The costs depend on the number of users, the range of functions, and the operating model. Just get in touch with us—we will prepare a suitable offer for you.

How does the contract drafting process work?

The contract drafting process is flexible and tailored to your specific use case. Options include SaaS operation, on-premise operation, service level agreements, and extension modules. We will discuss together which model best suits your requirements.

How does license and user management work when project participants change (e.g., external resources, temporary participation)?

PLANTA licenses per user or per reference object. In the case of changing resources, external participants, or temporary users, it is necessary to clarify how licenses are handled: e.g., temporary licenses, roles with restricted access, external guest users, or periods of use.

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Still have questions or want to learn more about the software? Then schedule a consultation or contact us.
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