Planning

The settings for planning analytics are accessed from the menu Settings | Program | Document Types. The form opens the register of document types, where we go to the Planning panel.
Here is a description of the form and its individual elements.
Planning

Define the document type for planning by entering the following:
ID |
3-digit alphanumeric ID of the document type. |
Name |
A descriptive name of the document type. |
Short name |
Short name according to your choice of the document type, which is reported in some overviews. |
Record Only |
If checked, you keep the document type and you see it in the main menu, but you have no access to some additional functions. |
Group |
Grouping of document types in the menu. |
Classification |
For assigining classification to individual document type. |