¶ Pyplan Application Features
A Pyplan application is specifically developed to address a distinct problem, leveraging the platform's various functionalities. Pyplan enables the creation of diverse tools tailored for, but not limited to:
- Demand Planning
- Sales & Operations Planning
- Financial Planning
- Pricing
- Budgeting Planning
- Forecasting
¶ Application Elements
A Pyplan application may consist of several integral elements:
- External Data Sources: Enabling data import from various sources.
- Data Input Forms: Allowing users to input necessary data.
- Calculation and Processing Modules: Performing computations and data processing.
- Visualization Interfaces: Providing graphical representations of data.
These elements are housed within a workspace.
¶ Workspaces
Users granted permission to create applications have access to:
- Public Workspace: A communal space where applications are shared and accessible to all users.
- My Workspace: A personal, private space where users can create or modify applications.
Users can also access team workspaces, “Teams”, to share information with restricted group of users.
¶ Teams
Teams are designated by system administrators, and access permissions are ascribed by the "Department" a user is aligned with. A user can belong to multiple "Departments".
¶ Application Manager
The Application Manager allows users to navigate, organize, and manage the applications available. It provides tools not only for accessing applications and folders, but also for creating, importing, organizing, and performing actions based on access permissions.
Application Manager facilitates navigation through user-accessible applications mosaic, allowing users to:
- Create new applications or folder
- Import an applications
- Show hidden folders (if user has access)
- Manage user applictions and folders
- Manage Teams applications and folders
- Manage Public applictions and folders
- Browse through accessible applications
Users can create both applications and application folders from within the Application Manager.
To create a new application or folder, click on the “Create” button and choose between:
- Create App: Creates a fresh, empty application that can later be edited.
- New Folder: Creates a container folder where multiple applications or subfolders can be grouped together.
If the option to create a new folder is selected, a dialog will open to enter the name of the new folder. The location of the new folder will be determined by the current tab at the time of creation, plus the path of any folder if the user is currently inside one.
This same method of path assignment is used when creating applications.
¶ Actions on folders
The following actions can be performed on folders:
- Rename
- Copy
- Cut
- Download
¶ Actions on applications
The following actions can be performed on applications:
- Open as read-only: Allows opening the application in read-only mode, meaning no modifications can be made to the application.
- Open application in new instance: Allows opening the application in a new instance, which is useful for working in parallel with different applications or versions of the same application.
- Select version and open app: Allows selecting a specific version of the application and opening it. This is useful for accessing earlier or specific versions of the application.
- Select resources and open app: Allows selecting specific resources of the application and opening it. This is useful for working with specific resources different from those assigned by the department.
- Rename
- Copy
- Cut
- Other copy options: Allows copying the application to another location or creating a duplicate of the application in a new location.
- Set thumbnail: Allows setting a custom thumbnail for the application.
- Remove thumbnail: Allows removing the custom thumbnail from the application.
- Download
- Delete
¶ Move folder app example
The user can move applications and folders within any path they have access to.
The following example shows how an application contained inside a folder can be moved to the IT team.
