Elements panel
In Planon Web Client, the elements panel displays elements relevant to the TSI/step you are in. The elements differ with every TSI you open, and the selection levels you choose subsequently. An element can be a property, an asset, a contract, or a person.
An element that has been selected in the elements list is called an active element.
The column headers of the elements list remains visible while you scroll through the list. This functionality is supported in all browsers except in Internet Explorer 11.When you move from one selection level to another, the selected element name in the previous level appears below the level name. If the text is too long, the full text is given in a tool tip.
The functions to influence the element list/tree view as a whole are placed in a toolbar above the element list. Using these actions, you can refresh the elements list, show archived items, and show list/tree view. When you use the Show archived items button, it changes color. Only the relevant functions for the elements panel that you have selected are shown. For example, you might find more order related actions in Orders.
You can do these in the elements panel:
• Resize the columns, by dragging the column header handles.
• Show/hide columns by right-clicking the column header and selecting the relevant options in the sub menu.
• Move viewing area up, down, left, or right by using the horizontal and vertical scroll bars.
• You can view the elements list in a tree or list view.
The selected view per TSI is remembered even after logging out.