Blog PlanningPME

Visualize the weekly profile of your resources !

In PlanningPME, we did he best to make your Human Resources Management easier.

On the schedule, greyed days will correspond to non worked days.
From PlanningPME, double click on a human resource box of the left column :

 The following window appears :

You can create as many resource profile as needed.
Here is the procedure:
Click on the button « Add »
The following message appears. Press on “OK”.

Enter a name for your new profile and fill in the slots information for your employees.

• If your employees attendances are the same one week to another, tick on « Define work capacity in function of slots ». In the example below, we created the profile of an employee who does not work on Wednesdays and the weekend and from 9 am to 5 pm the other days with a break from 12h30 to 13h30. 

•  If your employees working hours change a week to another, tick on « Define the capacity in function of hours number». On the example below, we created the profile of an employee who works 8 hours a day without regular slots.

Then, do not forget to click on « OK » to save the new profile. 

On this example, Laura does not work on wednesday.

Display on several days: If you display the screen on "several days", the display will be more precise than on the other views because the periods not worked will appear

Example:
We created the following profile where Laura does not work on tuesday and wednesday afternoon and ends at 4pm on friday.

• Weekly view: We can check that Laure does not work on tuesday.

• Visualization on several days: We can see all the periods not worked and the breaks.

This view is more detailed.

How to create human resources?

Human resources management is just easy with our planning tools.

From PlanningPME, to add your human resources, go to the menu Data -> Resource.

The following window will appear:

Then, click on the button "Add" to add new entries.

You can add all those information for each human resource.

All your resources will then appear on the planning board.

You can also modify or delete your human resources easily and also change the order on the screen.

Technician planning

Lots of companies like Tetra Pak, Skyguide, Agie Charmilles and also SME's already trust in the technician planning software PlanningPME. This way, we acquired experience in delivering solutions to that kind of problematic and we release it to you in this planning template.

With PlanningPME, you can manage many technicians together with their interventions on site and unavailabilities.

You can display your planning according to the clients to have a clear view of the activities for each one, and also acording to the different task done to hace an overview of the kind of interventions regularly planned.

It is also possible to assign equipments to your clients so that the intervention of your technician is precisely assigned to a client's machine. Note that different kind of information can be added to the equipment thanks to additional fields.

You can also check for the disponibility of your technician according to skills for a quick task assignement. 

This way, you can manage all interventions clearly and have an overview of the tasks of your technicians at anytime.

 Download the trial version of PlanningPME today.

Do not hesitate to ask for an online demo.

Manage your licences PlanningPME just easily

You need to purchase one licence PlanningPME for each computer connected to the planning. Modifications will appear on real time on your planning board. No need to save anything.

Here are some articles that will help you manage better your licences:

- Registration of your licences PlanningPME via Internet or by file (if you do not have an Internet connection) with the login and Password provided by Target Skills

- Remove your licence: If you need to change the name of a computer or to change the workstation, you will first need to remove your licence

- Message You have exceeded the number of uses: What should you do if you get this message while opening PlanningPME?

- Installation of PlanningPME on different databases

Appartment rental planning

Several of our clients use PlanningPME in their daily management of appartment rental. We put at your disposal a similar planning so that you can see how other professionnal are organizing their work with PlanningPME.

About the resources, nothing really changes compared with a classic planning. You can display the different resources according to their services/activities and differentiate them by colours.

Then, the tasks are setted up according to your needs: maintenance, fixing, cleaning...

What becomes different in our client's case is that we defined that the best way they could manage the many structures they have was to adapt the planning: there, clients slot became the appartment slot. 

This way you can have an overview of all the tasks done or to do by appartments and know who did.

If this planning templates meets your requirements, feel free to contact us for more informations. Otherwise, give us a call so that we study together what would be the right configuration for your activity.

 Download the trial version of PlanningPME today.

Do not hesitate to ask for an online demo.

Planning templates

Here you can find many templates to give you as many examples as you need to find the best way to use our planning software. Check the categories hereunder to find which one suits you:

• Technician planning: the best way to manage interventions, installations, and training of your technician teams
• Appartment rental planning: get the best use of material resources (as the appartments), rental, and people that intervein in it
• Education planning: manage your trainers/training teams and resources
• Production planning: improve the efficiency of your production with PlanningPME
• Security planning: manage the intervention and deployment of your security agents
• Medical planning: manage efficiently the appointments of medical practice, hospital...
• Public Administration planning: improve the way things are going on in administrative structures
• Fair organisation planning: track the working times of your agents and organize the hostess postionning in the fair center
• Transport planning: ensure that you always have enought drivers and vehicles to fulfil your duties 

If these templates don't suit your needs, do not hesitate to contact us for a free online demo !

Selection and Creation Mode

These modes have been designed to make tasks management easier.

Creation mode

This mode allows you to create tasks on the schedule drawing a rectangle or double clicking.

Selection Mode

This mode allows you to select several tasks at the same time and to move them on the scale time.

By default, you are in a creation mode. For the selection mode, right click on your mouse and choose "Selection Mode".     
You can select several tasks at the same time drawing a rectangle grouping several tasks or selecting them one by one with the touch CTRL pressed on.
Move you tasks along the scale time, dragging one of the selected tasks.
In this example, 3 tasks were moved to the next day at the same time.

If you made a mistake, you can cancel the last operation pressing the keys CTRL + Z.
You can also delete several tasks proceeding the same way or paste several tasks.

Careful: In the "Task",  "Client" or "Project" view, you can move your tasks along the time axis but not along the y-axis.
To be back to the creation mode, right click on the schedule and choose "Creation Mode".

Discover the reference in Planning software!

 PlanningPME is a planning software that will make you gain time compared with you previous planning management. How is it possible?

 PlanningPME is a tool that has been designed for small and medium companies. Through the years and thanks to our clients' feedback, we improved the possibilities offered by the software because every company is different. What we seek is fit your needs !

 No matter your activity sector, we find the way to adapt the software to your needs and together we find the best solution.

 Our 1500 clients around the world can testify ! PlanningPME works as a resource planning software (tasks management, days-off...) as well as a business planning software (clients file, projects management, bookings...)

Download the trial planning software for free.

Do not hesitate to ask for an online demo.

How to lock task on the planning?

You can lock your tasks by two different ways:

• You can forbid creation and modification of tasks prior to the present day;
• Tasks can be locked one by one.

Forbid creation and modification of tasks prior to the current date
From PlanningPME, go to the menu “Tools” -> “Options…”

 
On the tab « General », the following window appears:

Ticking on this box, past tasks to the current date will not be allowed to be modified.
 
Task locking

You can fix some tasks in order no one to modify them without your agreement.
First of all, to have access to this option, you must enter the schedule with users rights. 

Then, double clicking on the locked task, you will see the name of the user who locked the task. Here, David.

Only the person responsible for the locking or the administrator will be authorized to unlock the task selecting “unlock”.

How to assign a duration to the task in hours or days?

When you affect a length to a task, PlanningPME will calculate cleverly the ending date taking into account your resources slots : slots and non working days. You can also indicate a break.
How to use task time feature?

First of all, create a task on your schedule. The “task” window then appears.

Careful! A task with a duration can only be assigned to one resource.
NB: Ticking on "All day" you can enter a length in days.
Ticking off "All day" you can enter a length in hours.

Let's see this task management feature with a practical example

We are going to assign a 4 days length task to the resource « Pedro ».

PlanningPME is going to take into account non-worked days such as Saturday and Sunday on this example. So, the task will end the 9th of August!

This function is interesting when you know the length of your task but not the ending date.