CP-Suite

The Corporate Planner Suite brings together all the current and future CP Corporate Planning GmbH software solutions in one program so that you, the user, have the key areas of corporate performance management with their components and functions all in one place and in a uniform design. The following solutions are in the Corporate Planner Suite:

Operational Management:

•	Corporate Planner OC (Operational Management)

•	Corporate Planner Sales (Sales Management)

•	Corporate Planner Cash (Liquidity Management)

Integrated Financial Planning:

•	Corporate Planner Finance (Integrated Financial Planning)

•	Corporate Planner Cons (Consolidation)

Strategic Management:

•	Corporate Planner Risk (Risk Management)

Clients:

•	Corporate Planner Desktop (CP-Suite Client)

•	Corporate Planner Web Client (Decentralised planning, analysis, reporting)

•	Corporate Planner Dashboard Client (Dashboard)

•	Corporate Planner Excel Client (Excel Integration)

Administration:

•	CP-Control Center (Administration)

After the installation of the CP-Suite open the CP-Suite Client. The login dialogue appears.

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When the CP-Suite client is started for the first time, the only existing user is "root" (password: "root"). All other users are created and managed in the CP-Control Center module.

Please note:

You can log in with a Windows user account. The Windows user must likewise be registered in the CP-Control Center. To have the current Windows user entered in the login dialogue automatically (see above), press Escape.

After logging in successfully you will come to the Home view of the CP-Suite. Here you can select from the available modules. In the info pane on the right you will find information about CP-Corporate Planning AG, dates of forthcoming events, the latest news and a list of recently used data sources and modules.

image_Startbildschirm

At the top of the Home view you will find the Suite-Point (on the left) and the module bar (on the right).

The Suite-Point contains both cross-module and module-specific functions such as for module login, creating new data sources or closing the CP-Suite. In the Suite-Point you will also find the settings and a drop-down list from which to select the desired colour scheme.

In the module bar you will find all the installed CP modules. Click the respective icon to open the desired module. The icons in the module bar can take on various states:

•	licensed (green icons)

•	not licensed (blue icons)

•	active / selected (white background)

Please note:

You can create a desktop shortcut straight to your modules. Simply drag the icon for the desired module from the module bar onto your desktop, and you can then call up that module directly with the login details stored in the shortcut.

Below the module bar on the right you will find the CP-Suite Favourites icon, the Help icon and the icon for displaying the CP-Suite Home view.