Blog PlanningPME

To update your version of your planning software PlanningPME, you first need to download the update file from our website. You will receive an email with a link to download our resource scheduling software PlanningPME each time a new version is launched.

Then, you need to know how the installation of PlanningPME was done:

- 1st case: PlanningPME is installed on each computer: The update file will then need to be executed on each PC. This solution can be a good solution as it will speed your connection to the planning if the server is not local. But it also means that it can take a long time to update all PC's depending on your number of licences. So, if you have a local server, better is to have the software installed only on the server.

- 2nd case: PlanningPME is installed on the server and you create a shortcut of the exe file on each client machine: the update file needs to be executed only once on the server.

So, we highly recommend the 2nd installation.

If ever you need to have the software installed on your local computer to speed up the connection to the planning, then, to update your version in an optimal way, here is our suggestion: You can create a script that, when opening PlanningPME,  copy all the files in the folder "PlanningPME" (Exe file + dll) from a shared folder where you will copy the last version  of PlanningPME to the local machine C -> Program Files -> Target Skills -> PlanningPME.

Then, you are sure that each user will have the last version of PlanningPME installed locally on his machine.

DO NOT FORGET TO MAKE UP A BACK UP OF YOUR DATABASE BEFORE UPDATING YOUR VERSION.

If ever you need to do a migration of the database, make sure that all users are disconnected to the database.

Weekly and daily printings more visual!

From the menu Data -> Task, you hahve the choice with several kinds of printings.

When printing the weekly schedule, the tasks are now coloured with the colour you selected to display your tasks.

NB: We remind you that the fields printed are the fields you selected on the menu Data -> Description Task -> Printing

When printing the weekly schedule, the tasks are now coloured with the colour you selected to display your tasks.

NB: We remind you that the fields printed are the fields you selected on the menu Data -> Description Task -> Printing

Want to know more about PlanningPME releases?

Have a look at the evolutions of PlanningPME, version 4.0.3.

You can now force the creation of a task

even if the resource is already busy

Watch our video:
http://www.planningpme.com/video-ppme-force-tasks-creation.htm

Description of this feature:

If you try to assign a task to a resource that is already busy, you will have this kind of message below.

If you press “Force Assignment”, the task will be created and you will have two tasks on the planning as shown below:

Otherwise, the task will not be created.

NB: If you are already a client and that you are using the users rights, this feature will not be activated by default so that the users will not have this permission.  To activate it, go to the menu Data -> Group and tick on the box “Force assignment”.

Want to know more about PlanningPME releases?

Have a look at the evolutions of PlanningPME, version 4.0.3.

It is now possible to assign several projects to one client.

To do so, on the project card, you now have a drop down menu to assign a client to the project.

Results on the planning*:
1- While filtering by client, only projects associated to this client will appear on the project filter.

2- While creating a new task:
-    if you select one client first, projects associated to this client will appear on the project list.
-    If you select a project first, the client will be selected by default on the client list.

*NB: To adapt the project filter as described above, activate the option on the menu Tools -> Option -> User

Watch our video on the link project-client:

Want to know more about PlanningPME releases?

Have a look at the evolutions of PlanningPME, version 4.0.3.

You can now visualize your interventions and appointments on a map!

From data filled in each client card in PlanningPME, visualize your interventions on a Map.
To see your appointments on a map, go to the menu View -> View –> Map View or select the icon on the icons bar as shown below:

On the tool tip, the information shown are the ones you selected from Data -> Description  -> Tooltip.

Then, you will see your tasks on the map:

To go back to the resource view, just click on one of the icon of the resource view.

Want to know more about PlanningPME releases?

Have a look at the evolutions of PlanningPME, version 4.0.3.

Force the creation of a task even if the resource is not skilled

You can now force the creation of a task even if the resource is not skilled.
You will have this kind of message: "Do you want to force this task even if the skills are not respected?"

And you will have the two choices:

-> Yes or No

If you select "Yes", the task will be created even if the resource is not skilled.

If you select "No", the task will not be create.

NB: If you are already a client and that you are using the users rights, this feature will not be activated by default so that the users will not have this permission.  To activate it, go to the menu Data -> Group and tick on the box “Force skill”.

Want to know more about PlanningPME releases?

Have a look at the evolutions of PlanningPME, version 4.0.3.

You can now create a task without allocating a resource from the task, client or project view.

So, you can plan in advance your tasks and interventions and allocate them to your resources later.

The icone (Ø) show that there is no resource allocated to the task.

NB: If you are already a client, you will first need to do this setting in order to have access to this feature:
- Create a resource of the type To Plan from the menu Data -> Resource.
- Just put a space on the label.

- Then, click right on the resource and hide it:

You can now create tasks without assigning any resource.

Want to know more about PlanningPME releases?

Have a look at the evolutions of PlanningPME, version 4.0.3.