How to allocate tasks to the correct resource?
You can assign a task to one or several resources at a glance! Task allocation is just easy within PlanningPME.
From PlanningPME, create a task on the schedule.
On the « Task » window, select the tab « Resources » or tick on the box “Several" resources. The following window appears.
Point 1 : Filter resources by department
You will then have the list of your filtered resources on the left side of your screen.
Point 2 : Display only available resources
Selecting this box, you will avoid a double-booking. You can only select available resources on the period chosen while creating the task.
Point 3 : Display only resources under contract of employment
This is another filter.
So, you can assign task to one or more resources easily.
Learn more about tasks management within PlanningPME.