In SimpliPlan, users can add favourites to the Inventory under Favourite, such as manufacturer objects, groups, platforms and components. These favourites can be organised by moving them into user created folders, and then added into user's plans later.
Accessing favourites
In Inventory mode:
- Click the Favourite drop-down, located in the menu on the left side of the screen, to expand it.
The folders Groups, Objects and Platforms are default folders.
Note: To create new folders and sub-folders, see Creating folders, below. - Left-click folders to expand them and view the contents.
Note: Empty folders contain the message This folder is empty.
Adding favourites
In Inventory mode:
- Left-click the drop-downs in the menu located on the left side of the screen, to locate the desired object.
Note: Users can also search the inventory for a specific object. For more information, see Inventory search. - Right-click the object thumbnail and select Save as favourite.
- In the Enter name of favourite dialogue box, users can enter a new name.
- Click OK to confirm.
Note: Users can also click Cancel to abort the process.
Note: Favourites can also be added from the article browser by right-clicking the object thumbnail. For more information, see Inventory advanced search.
From the plan
Users can add favourites directly from their current plan. In any mode:
- Left-click to select a manufacturer object, component or platform in the plan.
Note: To select a group of objects left-click and drag to lasso the desired objects. - In the menu located on the right side of the screen, click the Save as favourite button.
- In the Enter name of favourite dialogue box, users can enter a new name.
- Click OK to confirm.
Note: Users can also click Cancel to abort the process.
Note: To remove a favourite, click the red X, located in the top right corner of the item thumbnail.
Using favourites
In Inventory mode:
- Click the Favourite drop-down, located in the menu on the left side of the screen, to expand it.
- Left-click the desired folder to expand it.
Note: If the user has created sub-folders, these can also be expanded. - Select the desired favourite, and then drag and drop it into the plan.
Creating folders
In Inventory mode:
- Right-click the Favourite drop-down, located in the menu on the left side of the screen.
- Select Create new folder.
- In the New folder dialogue box, enter a name for the new folder.
- Click OK to confirm.
Note: Users can also click Cancel to abort the process. - Users can drag and drop favourites into new folders or sub-folders.
Note: Sub-folders can be created using the same process, by right-clicking on an existing folder.
Renaming folders
In Inventory mode:
- Click the Favourite drop-down, located in the menu on the left side of the screen, to expand it.
- Right-click the desired folder or sub-folder.
- Select Rename.
- In the Enter name of folder dialogue box, enter a new name for the folder.
- Click OK to confirm.
Note: Users can also click Cancel to abort the process.
Deleting folders
In Inventory mode:
- Click the Favourite drop-down, located in the menu on the left side of the screen, to expand it.
- Right-click the desired folder or sub-folder.
- Select Delete.
- In the Delete folder dialogue box, click Yes.
Note: Users can also click No to abort the process.
Note! Deleting a folder will also delete the contents.
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