Blog PlanningPME

PlanningPME is particularly well-adapted for maintenance management

You can easily assign the right technicians to do the right job like installation, preventive or corrective maintenance, training at the right time. Have access to a good overview of all your planning of your technicians on your different regions.

Some of the benefits:

• Reduce time doing your planning: PlanningPME will enable you to manage your preventive maintenance easily via recurrents tasks and reminders.

• Eliminate paperwork: PlanningPME allow your engineers to visualise the schedule from anywhere via the web. They are informed on real time of the last updated records on clients, jobs to perform, equipments to work on.

• Improve inventory management: PlanningPME keep track of all the maintenance jobs done and you can find easily past and future assets. Also, follow all the operations done on all equipments, clients on a large time scale.

PlanningPME can now be used as an easy-to-use production planning.

You can define easily the different kind of templates you have while doing your planning: A template is composed of successive tasks with different durations. You can even assign by default each activity to one particular resource.

Then, while doing your planning, you can start from one of your template (instead of creating each task one by one) and have your job drawn in just some clicks.

The planner will then just need to drag and drop his jobs from one resource to another depending on availability and workload.

Watch this planning production video to know more:

This type of production planning is suitable for installation companies (kitchen or bathroom installation for example) but also garage planning, project scheduling etc... Indeed, for each new order, always the same planning steps follow and the solution provided by Target Skills allow you to save time and have a good visual and graphical planning. Assigning your jobs to your employees is just fast via a drag and drop. You can even have a search for availability and a check to avoid double booking.

Interested to know more?

Contact us or request a demo.

From PlanningPME, you have the possibility to send an email to your employees while creating a new task just clicking on the envelope icon:

 Some improvements have been developed in order to optimize this feature.

 1. Select the object of the email sent
In former version, the object of the email was the task label. Now, you can select the fields you want to have while sending the email like Client Name + Project name or whatever from the menu Data -> Description -> Email object

It is now possible to attach a customized mission sheet while sending an email.
You just need to select the option “Attach the mission sheet” from Tools -> Options -> Mailing box

This mission sheet is the one you specified from Tools -> Options -> Mission Sheet.

To have your own customized mission sheet, we invite you to contact Target Skills to discuss your requirements and have an estimate.

3. Open the email on Outlook before sending it

It is now possible to display the email and add any information or text you want before sending the email.

You just need to select the option “Display the message  before sending it” from Tools -> Options -> Mailing box

To know more about this email feature, you can read this card:

http://www.planningpme.com/fiches/FC15-Alerts-Email_sending_visual_alarm_and_Outlook_synchronization.pdf

Since the 1st of January 2011, the trial version has been deactivated in order to fight against hacking.

So, if you have a trial version that do not open anymore, we invite you to download the last version from our website at this address:

http://www.planningpme.com/newversion.htm

To help you handle PlanningPME, you have at your disposal on our website:

- Functions cards or FAQ to download:

http://www.planningpme.com/documentation.htm 

All features of PlanningPME are explained in a clear and detailed way.

- Examples to download:

http://www.planningpme.com/planning-and-scheduling-software.htm

If you do not have any uses remaining, we can extend your trial version.

Target Skills’ team wishes you a happy new year 2011.

From the many new features of our new version 404, Target Skills has now developed:

 Tasks and users tracking 

 1- Here is an overview:

2- You can learn how to use this new feature directly via this video below:

3- Finally, you can also read our full documentation for this feature here, Chapter II:

ftp://ftp.planningpme.com/Evolutions/EN-Evolutions_PPME-Version_4.0.4.pdf 

5- If you are interested, we can give you on online demo of this feature and you can always contact us: +33 (0)1 69 47 10 00 or your local partner: http://www.planningpme.com/partners.htm

From the many new features of our new version 404, Target Skills has now developed:

 Tasks templates - Gantt Chart

 1- Here is an overview:

2- You can learn how to use this new feature directly via this video below:

3- Rename the words "Template" and "Production" using your own business language

From the menu Tools -> Language, you can rename those two words:

4- Finally, you can also read our full documentation for this feature here:

http://www.planningpme.com/fiches/FC22-Tasks-Templates.pdf

If you are interested, we can give you on online demo of this feature and you can always contact us: +33 (0)1 69 47 10 00 or your local partner: http://www.planningpme.com/partners.htm

PlanningPME can run on Windows 64 bits but you will just need to make some changes on the registry.

 Follow the procedure below:

 - Go to the menu Start -> Run

- Type "Regedit"

- Go to the folder HKEY LOCAL MACHINE -> SOFTWARE -> wow6432node and create the folders: Target Skills -> PlanningPME

[HKEY_LOCAL_MACHINE\SOFTWARE\wow6432node\Target Skills\PlanningPME]

Then, create the new string value named "base" and specify the location of your database.

By default, the database should be located here:

C:\Program Files\Target Skills\PlanningPME\PlanningPME.pp

Then, the installation of PlanningPME should work properly.

Feel free to contact our support team for any questions: +33 (0)1 69 47 10 00

Read more about technical issues:

- Update PlanningPME easily

- Error: The conversion of a char data type...

- More technical issues

As written in our previous post, our documentation on our resource scheduling software PlanningPME is now updated.

Here is the description of our individual functions cards from card 8 with additional fields creation to card 16.

Card 8: Creation of specific fields

You can create customised fields in order to adapt our software to your activity. Additional fields can be added on the resources, clients, tasks and/or projects.

Card 9: Different printing possibilities

You can print one day, one week or more. You also have a report per employee or a report for an entire department. Track also the number of days off taken by your employee each year.

Card 10: Statistics and excel reports

Once your scheduling done, you can have really precise reports on days and hours worked by your employees. On a regular basis, you can update your reports in just some clicks and know wether your resources were productive or not.

Card 11: Search for the availability or your resources or for your tasks

Find the right person for the right job via the search for availability function. Also, easily search for your previous or past tasks on your busy planning board.

Card 12: Users rights

Limit the access to the different users depending on their function and skills. Decide wether the users can addd modify or delete fields as resources, tasks and clients.

Card 13: Visualisation on HTML Pages

Send your schedule for visualisation in order your colleagues to view the schedule without making any changes on it. Read how to use our visalisation planning tool PlanningPMEHTML.

Card 14: Integration with PlanningPME

You can import some data as clients on PlanningPME. Also, via some tools as our COM object, data synchronisation with external application.

Card 15: Alarms and Outlook synchronisation

Synchronise your tasks and appointments to Outlook. Activate some alarms in order to remind you of some particular tasks.

Card 16: Language and dates settings

You can change the language and switch to French, Spanish or others. It allows you and your worldwide colleague to use one same tool and communicate better.

Our manual and individual functions cards are now updated with the last updates of version 4.0.3. Wether you need to manage your employees, clients or projects, all you need to know is now available.

 You can have access to all our documentation here: http://www.planningpme.com/documentation.htm

If ever you do not feel like reading all 300 pages of our user guide, you can read only specific topics. You will find below a brief description of each card:

Card 1: Resources Management

You can create as many human and material resources as you want. For each resource, you can specify a different profile, a contract and assign them skills. Also, learn how to optimise the schedule thanks to the resource of the type "To Plan".

Card 2: Tasks management

Learn how to create tasks for one or several resources. You can also customise the fields and colors displayed on the screen, lock your tasks, have a tracking for each task and know who created it and modified it.

Card 3: Options that you can activate within the tasks window

More options are also available while creating a task. You can activate the tasks dependencies, activate clients management. You can also have the percentage of assignment displayed or also a reminder.

Card 4: Skills management

You can add your own skills and assign them to resouces. Then, you find search for skilled resources to complete a job.

Card 5: Clients management

Import your list of clients and assign a client to a job. Have also access to the client view and diplay tasks for specific clients.

Card 6: Vacations and unavailabilities

Track days off of your employees and visualize at a glance who is not in the office. Manage also public holidays.

Card 7: All filters available

Lots of filters can be used in order to display only precise information: display only resources that complete one particular job, change the view and display your appointments on a map, visualise all your clients, projects.

 Read more about our functions cards 8 to 16 on our next post.