Here you can find an overview of which data can be set at which level in ProPlanner. To learn more about the different levels, refer to article What terminology is used?



EntityProPlannerEnterprise GroupCompanyBranchFleet
Customers
Customers
x(x)(x)
Customer Groupsx



Customer Statusesx



Greetingsx



Company Forms
x




Introduction Channelsx



Countriesx



Regionsx



Fleet
Resources



x
Resource typesx



Brandsx



Modelsx



Reporting groupx



Energy types
x




Transmission typesx



Environmental classesx



Colorsx



Alarm types
x


Alert types
x


Tags
x




Equipment
x




TCO cost typesx



TCO general costs
x


Rijbewijzenx



Prices
Fuel prices
x


Price ranges
x


Tariffs
x


Rate types
x


Price line typesx



Commercial actions
x
x
QR codesx(x)
(x)

Reasons for discounts
x


Article
x


Articlex



Insurance
Insurance Profiles

x



Exemptions

x



Redemption insurance rates
x


Contract
Contracts


x
Rental types
x




Checklists
x


Types of flank photosx(x)


Financial
Invoices


x
Invoice run filter preferencesx



Cash registers


x
Transaction methodsx



Transaction typesx



VAT codesx



Accounting
Fiscal yearsx



Chart of Accounts


x
Cost Centers
x


Cost Objects
x


Marketing
Resource Categories
x


Property setsx



Colorsx



Labelsx



Users and permissions
Users
x

(x)
Gebruikersrollen
x



Templates
Schade templatesx



Document templatesx(x)
(x)

E-mail templatesx
(x)

(x)

Algemeen
Document categorie
x




Visible columns in grids
x




Public holidays
x


(x)

Translations labels
x



Planning colorsx