Structure Tree

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Last update: 08/2012

The structure tree contains the organizational structure of all datasets in the current session.

professional planner planning and reporting systems are based on structural elements. The available structural element types depend on the selected BCL.


Opening path[edit]


Function/Handling[edit]

This navigation tree is used to manage organizational elements (=structural elements). You can create, delete, copy, move elements etc. The structure tree is also used for the so-called switching, a function used to control the data view in documents.

A plus sign (+) in front of an element indicates that there are more elements below it. In order to display this sub-level, click the plus sign. If the entire sub-level of an element is displayed, this is indicated by a minus sign (-). By clicking the minus sign, all sub-levels can be hidden again. If there is no symbol in front of an element, there are no sub-levels below it.

The structure tree can contain additional subtrees, which can also be used to manage the organization and to switch. Subtrees have additional filter options so that the view can be limited to certain details within the organizational structure.


Navigation[edit]

PP offers several options to navigate through the organizational levels:


Shortcut menu[edit]

  • Create element: Using this option, you can create new structural elements. The new elements will be placed below the selected starting point.
  • Delete element: Using this option, the selected structural elements can be deleted.
  • Rename element: This function allows you to rename structural elements. Alternatively, you can click the name of the element twice with a short delay between the clicks ("slow double-click") to activate the function. Please follow the guidelines for structural element names.
  • Copy element: Copies the selected elements to the clipboard. You can also select multiple elements for this function.
  • Paste element: Inserts the elements from the clipboard to the selected point in the structure.
  • Open element with...: This command provides a small selection of documents that can be opened directly from the structure tree. The document will be switched immediately to the selected structural element.
  • Structure types: Using this option, you can define which element types should be displayed in the navigation tree.
  • Expand all, Collapse all: Expands (shows) or collapses (hides) the structural elements from the selected starting point.
  • New subtree: Creates a new organizational subtree from the selected structural element.
  • Security...: Opens a dialog in which you can assign dataset-related rights.
  • Carry forward: A dialog opens in which you can carry values forward from one period to another within an element.


Elements can be moved by dragging them with the right or left mouse button and dropping them within the structure. When dragging with the right mouse button, an additional menu appears in which you can specify the type of move:

  • Copy here: Copies the dragged element below the selected element.
  • Move here: Moves the dragged element below the selected element. With this type of move, the source element is deleted.
  • Insert before: Inserts the dragged element in front of the target element. If the element is situated in the same structure branch at the same level, only the order of the element will be changed (ID number remains the same). Otherwise, the starting element will be copied and deleted afterwards.
  • Insert after: Inserts the dragged element after the target element.
  • Cancel: Cancels the move.


The menu of a subtree is basically the same as the structure tree menu. There are two additional commands:

  • Properties: Via this option, filters and other properties can be defined for the subtree.
  • Delete subtree: This command removes the subtree from the system.


The structure tree contains the organizational structure of all datasets in the current session.

Professional Planner planning and reporting systems are composed of structural elements. The available structural element types depend on the selected BCL.


Opening path[edit]

  • Menu: View/Structure selection


Function/Handling[edit]

This navigation tree is used to manage organizational elements (=structural elements). You can create, delete, copy, move elements etc. The structure tree is also used for the so-called switching, a function used to control the data view in documents.

A plus sign (+) in front of an element indicates that there are more elements below it. In order to display this sub-level, click the plus sign. If the entire sub-level of an element is displayed, this is indicated by a minus sign (-). By clicking the minus sign, all sub-levels can be hidden again. If there is no symbol in front of an element, there are no sub-levels below it.

The structure tree can contain additional subtrees, which can also be used to manage the organization and to switch. Subtrees have additional filter options so that the view can be limited to certain details within the organizational structure.

Navigation[edit]

PP offers several options to navigate through the organizational levels:


Shortcut menu[edit]

  • Create element: Using this option, you can create new structural elements. The new elements will be placed below the selected starting point.
  • Delete element: Using this option, the selected structural elements can be deleted.
  • Rename element: This function allows you to rename structural elements. Alternatively, you can click the name of the element twice with a short delay between the clicks ("slow double-click") to activate the function. Please follow the guidelines for structural element names.
  • Copy element: Copies the selected elements to the clipboard. You can also select multiple elements for this function.
  • Paste element: Inserts the elements from the clipboard to the selected point in the structure.
  • Open element with...: This command provides a small selection of documents that can be opened directly from the structure tree. The document will be switched immediately to the selected structural element.
  • Structure types: Using this option, you can define which element types should be displayed in the navigation tree.
  • Expand all, Collapse all: Expands (shows) or collapses (hides) the structural elements from the selected starting point.
  • New subtree: Creates a new organizational subtree from the selected structural element.
  • Properties: Here you can the change group fields and comment fields of individual structural elements or, if the authentication system is enabled, change the rights for the respective structural element.

Elements can be moved by dragging them with the right or left mouse button and dropping them within the structure. When dragging with the right mouse button, an additional menu appears in which you can specify the type of move:

  • Copy here: Copies the dragged element below the selected element.
  • Move here: Moves the dragged element below the selected element. With this type of move, the source element is deleted.
  • Insert before: Inserts the dragged element in front of the target element. If the element is situated in the same structure branch at the same level, only the order of the element will be changed (ID number remains the same). Otherwise, the starting element will be copied and deleted afterwards.
  • Insert after: Inserts the dragged element after the target element.
  • Cancel: Cancels the move.

The menu of a subtree is basically the same as the structure tree menu. There are two additional commands:

  • Properties: Via this option, filters and other properties can be defined for the subtree.
  • Delete subtree: This command removes the subtree from the system.

See also[edit]