Import clients via VB scripts

Friday, 30 January 2009 12:49 by cdeschamps

Do you want to import and update all your clients easily without having to enter all clients manually in PlanningPME?

This post is dedicated to our partners. In order to download the scripts, please contact your Target Skills contact to have the keys.

Save time imported all your clients data in PlanningPME clients card :

 

You can synchronise your clients from any clients database to PlanningPME via Visual Basic scripts.

Here is an example of cliets data you can import from a MS Access databse to PlanningPME:



It can also be an Excel file like this one below:

 

Interested in knowing more? Download an example of visual basic scripts here:

 

Customized mission sheet to print a task

Wednesday, 28 January 2009 11:35 by cdeschamps

Customized mission sheet to print a task

How to create a mission sheet?


1- Create the model of the mission sheet on a Word document.
We are going to use the following document : « Model mission sheet.doc"

2- From PlanningPME, go to the menu “Tools” -> “Options” -> « Advanced »
Select the model with the arrow:
 
3- Then, go back to the planning.
Select a task, right click on the mouse and select the mission sheet :
 
The following message appears : "Requested Object Not available"
  Press « OK ».

4- Set up of the merging
Open your Word model and go to the menu « Tools » -> « Mail Merge».

4.1 – Main document
Select « Form Letters ».

Select « Active Window »
Then, select your Word model.

4.2 – Data source
Select Open Data Source and  « Fiche.txt » in your  C: drive
Then, select « # » as a record delimiter.

5- Insert Merge Fields
You can now insert fields of PlanningPME in your document.


Select your fields in the list.
You now have created your mission sheet.

Example:
 
 


6- Create a mission sheet
Go back to the planning. Click right on a task and select the Word model.
Fields are synchronized from PlanningPME to your Word model.

Example :

 

You can save it or print it.

7- Print several mission sheets in a row
You can print a serie of mission sheets in a row. First, display the period of time you want to print (one day, one week…)
Put your mouse on one of the resource and right click. Select your model.


The mission sheets of the resource selected on the period displayed are printed directly.

8- Change the path of the txt file
If you have the message "Word could not open fiche.txt because it didn't contain a valid database", then, you need to change the Path of the text file fiche.txt. To do so, download this file and execute it. It will create
a string value Drive in the registry [HKEY_CURRENT_USER\Software\Target Skills\PlanningPME] . You can change the path specifying a letter.



9- Word 2003 and Word 2007

Word 2003 and Word 2007 have security levels that we must lower in order to export data from PlanningPME to Word.

Word 2003: Download this file and execute it.

Word 2007: Download this file and execute it.

Related post:  integration

PlanningPME - Installation database Access

Tuesday, 27 January 2009 11:16 by cdeschamps

PlanningPME - Installation database Access

1) Choose the server

- Create a PlanningPME folder on the server
- Share this folder in reading and writing
- Copy the file PlanningPME.pp on this folder

2) Installation of the software: 2 choices
1st choice: Install PlanningPME on the server and create a shortcut of the file PlanningPME.exe on each computer.
2nd choice: Install PlanningPME on each computer.
Installing PlanningPME according to the first choice, installing the future updates will be much easier.

3) Indicate the location of the database on each computer

Go to the menu File -> Location and precise the location of the database PlanningPME.pp

For reasons of performances, we advise you to map a network drive on the network path of the server and to precise this drive on the location of the database instead of the entire network path.
Example : the network path \\Server\PlanningPME is affected with letter P:

 

4) Validate the locks

Go to the directory "Tools" -> "Options" and select the tab "network".
Selecting the box "Network the program and control task modification by blocking simultaneous use", you can lock a task while using it in order no one to modify it.
 

Is your installation done?

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Tip of the Week Excel Reports

Monday, 26 January 2009 08:54 by cdeschamps

Do you want to make and update reports
to track the time of your employees easily?
 

A powerful feature of our planning software PlanningPME is the possibility to make reports via Excel Pivot Tables. 

Here is an example of reports:

All the data regarding resources, clients, projects, tasks, unavailabilities can be exported to Excel in order to have precise reports.

You can then have the number of days off for each employee, the time spent on each task, the number of days per client...

Do you know that you can save up to 10 templates in PlanningPME? Indeed, once your different templates created, you will just need to update them regularly selecting the dates in Pivot Table interface of PlanningPME.



Interested in learning more about this function?

Have a look at our video: http://www.planningpme.com/video-excel-reports-with-planningpme.htm

You can also read our documentation on a pdf file: FC10-Statistics_and_reports_on_Excel.pdf 

 

Videos of our products

Friday, 23 January 2009 09:27 by cdeschamps

Do you want to have a quick view of our different solutions?

Then, just relax and click on the different links below to have a clear understanding of our different planning solutions:


 

   
 
 
 
Video 2: add on for visualization PlanningPMEHTML
 
 
 

 

Multibase Installation PlanningPME

Thursday, 22 January 2009 16:04 by cdeschamps

  Multibase Installation PlanningPME

The installation of PlanningPME can be done on different databases such as MS Access, SQL Server, My-SQL, Oracle.
You can download the installation scripts from our website.

 

 


   
     
  Operating system : Microsoft® Windows® 98, Me, 2000, NT 4, XP, Vista
  Database : Access - SQL-Server - MySQL - Oracle
  Computer/Processor : Pentium 200 Mhz or superior version
  Memory : 32 Mo RAM
  Disk space : 10 Mo available for installation
  Installation : PDF File - 608 Ko

Add-On PlanningPMEHTML

Wednesday, 21 January 2009 15:53 by cdeschamps

The planning needs to be visualized by all your team but you do not want to buy licences for each employee?

PlanningPMEHTML is a visualisation tool complementary to PlanningPME.

PlanningPMEHTML generates views of the planning for each department on your network.

The visualization is unlimited and you only need to purchase one licence PlanningPMEHTML for your entire office.

You will need to do the settings only once via this kind of panel:

   

Your different views of the schedule will be updated daily via a scheduled task in Windows.

Then, this is the kind of planning your employees can visualize:

 

To know more, we kindly invite you to read this page:

http://www.planningpme.com/visualisation-planning-tool.htm

 You will find in this page a video and some documentation.

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Unset Password in MS Access

Tuesday, 20 January 2009 16:42 by cdeschamps

Unset Password in MS Access

I have the error message "Password Required" when I try to open PlanningPME with MS Access or the message "Invalid password" when opening PlanningPMEHTML or when I try to compact PlanningPME

    


On some versions of PlanningPME, a password protects the database PlanningPME.

To unset it, we invite you to have a look at this video.

 

Video Unset Password

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PlanningPME Web Access

Monday, 19 January 2009 16:16 by cdeschamps

Looking for a web based application to manage the schedule of your employees?

With PlanningPME Web Access, you can have access to your schedule from anywhere at any time. No need to install anything on your workstation. 

 



Benefit from those features:

 

- Schedule appointments at a glance

- Have access to your planning with a login and a password

- Share the information with all your employees on the planning web

- Also find some PlanningPME WebAccess Tips

You can have a trial of our web application. Just contact us and your personal access will be activated shortly.

 

Scheduling software PlanningPME

Friday, 16 January 2009 11:01 by cdeschamps

Target Skills Presents PlanningPME©,

A Fully Customizable and Easy-to-use Scheduling Management Tool

French software manufacturer Target Skills is attuned to the needs of small and large companies alike and is proud to present its software, PlanningPME©. This multilingual (French, German, English, Dutch, Italian, Spanish, Portuguese and Swedish) scheduling management tool is highly adaptable and, therefore, suitable for use by all types of companies. With PlanningPME©, your company can finally eliminate unnecessary paperwork and cumbersome scheduling boards. In addition, modifications will no longer result in endless cross-outs and corrections. 

The software enables companies to manage scheduling easily and provides an accurate global view of human and material resource use in real time in just one click. Target Skills has made a downloadable trial version of PlanningPME© available for free at www.planningpme.com. The website includes several pre-set schedules (by type or by sector) as well as a range of simple, detailed function cards.

 

The PlanningPME© tool is suitable for a variety of business situations due to the high level of adaptability that has been built in to the software. Work days and shifts may be personalized and additional fields may be added. It is also possible to import existing databases.

With its high performance levels and user-friendliness, PlanningPME© makes it possible for any company to organize and consult resources (employees, subcontractors, vehicles, machines, facilities, etc.) and business activities (tasks, appointments, customer projects, periods of unavailability) while eliminating the need to enter information more than once.

The tool offers a number of advantages, including a user-friendly graphical interface, a wide range of available functions such as searchable human and physical resource availability (tasks to complete, schedules, appointments, scheduled operations, calculation of hours worked, absences due to yearly vacation, etc.), and the use of filters, which enables you to display only the schedule of a particular customer or project. In addition, the dual schedule/agenda function makes it possible to manage long-term projects as well as one-off events.

The “synchronization” function may be used to generate an HTML version of a given schedule. Regardless of where they are located, employees and partners can consult and print schedules in real time. The constant updating of scheduling information and a unique “locking” feature that ensures a given user may not make changes to a task while another user is in the process of making changes eliminates double-bookings. 

PlanningPME runs in Access and offers compatibility with various Microsoft Windowsâ versions (Windows 95, 98, 98 SE, NT4, Millennium, 2000, XP). The software is also compatible with Oracle, MySQL, and SQL-Server. PlanningPME can also be used with the agenda feature in Outlook and with dynamic tables in Excel.

The software also offers local or remote network solutions subject to personalized feasibility studies by Target Skills.

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