Documentation on reports, statistics, users rights and more

by cdeschamps October 5, 2010

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.

 

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Departments creation with users rights activated

by cdeschamps June 28, 2010

When users rights are activated, we advise you to be careful while creating new departments.

Indeed, you could be surprised loosing access to some departments if you are not aware of the way PlanningPME behave.

So, if you created a new department and then, while opening the planning, you do not have access to any departments or you lost the departments "All resources, human resources and material resources", this post is for you! Read it carefully!

 Let's take the example of the user Mary below who have reading access to all departments but have writing access to the Marketing department only.

Users rights

 So, when opening the planning, she can visualise all departments but can only modify her own department:

 Access to all departments

 Department creation

Now, she creates a new department on the planning that we will name "TEST":

 Test-department

 What is then happening on the planning board?

As you can notice below, she now have access to a reduced list of departments: Departments "All resources, human resources and material resources" disappeared from the drop down department menu:

departments listing

Why?

Because by default, on the users rights settings, the new department created will not be selected which means that Mary now do not have access to all departments!

 department-not-selected

How to give access to all departments to my users?

You need to check the new department created on all users profile (Menu Data -> User). This setting can take some time if you created a lot of users!

How to avoid this setting problem in the future?

Only advanced users should be allowed to have the possibility to create a new department when users rights are activated!

So, we advise you to create a group (Menu Data -> Group) who do not have the right to add departments:

 add-department

 

To know more about users management:

- users rights documentation

- other documentation

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