Blog PlanningPME

Integration

PlanningPME is designed to be an adaptable tool. That's why we try to promote the inrtegrations our client ask for. Our team is at your disposal to discuss the terms of any integration you may be interested in. You can also integrate the data you already own to PlanningPME database. Here is a short list of the posts that are related to these matters.

• Script visual basic
• Fill in an additional fields of the type Choice with existing data
• Customized mission sheet to print a task

Error Message

This post will list some of the error message that may occur and the way to resolve such problems. In case of problems, consult this list and if you don't find the right solution, don't hesitate to contact us.

• Message You have exceeded the number of uses
• Error message The conversion of a char data type
• Unset Password in MS Access

Installation

Here you will find some of the solutions to the installation problems that a few clients reported to us. Even if we advise an installation made by our technicians, you may have the skills to realize it. Anyway, some problems can occur and we are here to give an hand.

• PlanningPME - Installation database Access
• Multibase Installation PlanningPME
• Location of the database in Windows Vista
• SQL Server Installation

Link a customer to a task

Client management with PlanningPME is very easy. You can link a customer to a task and then know to which client a task is being done. To do this, simply go in Tool --> Options --> Task and tick the option "Link customer to a task".

Then you should see your clients name in the task on the planning board.

How to change the options in PlanningPME Web Access?

You must click on the arrow at the right top side of the planning board:

Then, a column with all the options will be displayed.

You have now access to a lot of features in the web scheduler PlanningPME Web Access:

- Clients management

- Resources management

- Project Management

- Etc...

Clients' history

In order to make client management in PlanningPME easier, there is the possibility to verify all that has been done, the time spent for each client. that gives you a good overview of the activities realised. To see it, you can go in the client window where you will find a second tab named Histoy. It will give you all the details you want about your client activities history. Let's have a look at it. Select a client by double clicking on it. This window appears: 

Then, select the second tab named History and here it is:

You can even have details on the tasks done by selecting one of it and clicking on the "History" button.

Didn't find the solution here? Don't hesitate and give us a call.

Changing views

In PlanningPME, you can manage your teams to have a precise and clear overview of their planning for the next periods. But you can also manage your activity by clients, seeing the tasks done and to be done. Same thing for project management and task management. Just take a look at this short video.

If this did not help you, check in our planning videos ! If you remain without a solution anyway, do not hesitate to give us a call, we are always happy to help.

Resource creation

Let's have a look on resource creation. The resources are the basis of PlanningPME. You can create and customize them easily, and you can even interact with them through the software, sending recalls or e-mails to summarize the newly created task. It is just easy. Just watch this short video about how to create it.

If this did not help you, check in our planning videos ! If you remain withiout a solution anyway, do not hesitate to give us a call, we are always happy to help.

Unavailability creation

PlanningPME allows you to manage your employees unavailabilities very easily. You can then create some reports about unavailability statistics. Through this video, you wil see how to create unavailabilities and edit the already existing. Click hereunder to watch the video.

If this did not help you, check in our planning videos ! If you remain withiout a solution anyway, do not hesitate to give us a call, we are always happy to help.

Client creation

Let's take a look at client creation through this short video. PlanningPME allows you to manage your clients inserting all the datas about them. You can easily manage as many clients as you want but be careful about the database you are using. Sometimes having too many clients can slow down your computer when running with a weak database. 

If this did not help you, check in our planning videos ! If you remain withiout a solution anyway, do not hesitate to give us a call, we are always happy to help.