Import data into PlanToBuild instructions from ERPlus data.
To be able to use this function, you must have an ERPlus-
Account and access to the data and scheduling of the project,
to be able to view and export data there. To use the interface
for the first time, you need to connect the two accounts.
Preparation:
- To acitivate the interface for the first time, you need to connect your ERPlus account with the PlanToBuild account. To do this please do the following steps within ERPlus: ERPlus > Additional settings > User settings > PlanToBuild
- If you have any questions, you can contact the ERPlus support: support@erplus.de or at https://www.erplus.de/kundenbereich/
Export project data in ERPlus:
- Log into ERPlus as usual
- Project outputs > Project center > Further actions > Send to PlanToBuild
- Various data are exported from the ERPlus project:
- Project no
- Project name
- Description of services
- Completed (yes, no)
- Start date
- Deadline
- Project group
- Sales Order No
- Default currency
- Created on
- Address (name1, city, zip code, region, street) Construction Site Address
- Project illustration
Export schedule:
- Select project > select schedule > Output > Submit to PlanToBuild
- Various data are exported from the ERPlus schedule:
Schedule structure
-
- Item
- description
- Start date
- Deadline
Scheduling
-
- designation
- note
- Work process abbreviation
- Start date
- Deadline
Schedule legend
-
- Work process
- abbreviation
- designation
Use imported data in PlanToBuild:
- Open your imported project as usual and use your scheduling as always.
- Important: You can only export the schedule if you have also exported the corresponding project
- Important: schedule changes are not synchronized! Each time the schedule is exported, a new schedule is created in PlanToBuild settings.
- Important: Changes in the project master data in ERPlus are not synchronized! Enter your responsible persons in PlanToBuild or export your project a second time.