Blog PlanningPME

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.

How to improve the planning visibility with hatchings?

Because you may have a great variety of tasks to deal with and that a clear overview needs some of them to be more identifiable, PlanningPME allows you to hatch the tasks. This way, the visual rectangle of the task is accentuated and you can easily identify it among te others. Look at this video to know how to improve the visibility of the planning with hatchings:

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.

Filters in PlanningPME

Even when you run a small or medium company, the amount of informations to deal with is often huge. More than allowing you just to manage a lot of resources and clients, PlanningPME enables you to navigate among it and find the right informations right when you need it, this thanks to the filters you can customize as you wish. Just take a look to this short video to see how the filters work in PlanningPME.

 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.

How to create customised filters?

The customised filters allow you to find quickly the elements you want to see among all the informations of your planning. To know how to create customised filters, you can look at this quick video that will give you the procedure to create your special one. Enjoy !

 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.

Create new clients

Here is a tip for client management with PlanningPME

First of all, you need to activate an option. To do so, go to the menu "Tools -> Options" and select the tab named "Task"

Then, the following window appears: 

To add a client, go to the menu "Data -> Clients"

 The following window appears:

You created a new client as Company A. following the same process, you can add further clients by clicking on "Add".

Client management with PlanningPME

This new topic will help you, PlanningPME user, through client management with PlanningPME. Check through the following subjects to find the solution to your problem.

• Create new clients
• Link a customer to a task
• Clients' history
• Synchronize your database with PlannningPME

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

Web Schedule

If you are on this page, it's because you are looking for a web version of schedule. Congratulations ! You just found it.

PlanningPME WebAccess is the web based version of the application PlanningPME. It allows you to manage the schedule of all your employees or teamates online. Its main strenght? Its user-friendly interface, its flexibility...In a word, this software will fit all your requirements for an online planning. And if it doesn't, we can develop the improvements you would like.

The best way to get an idea about PlanningPME WebAccess is to give us a call and we will give a month of free access to the application.

Business plan software

In order to present a good business plan to create a new company or to take over another one, it is often needed to buy a business plan software. But the major problem that you may encounter with this kind of tool is that, very often, there is no planning tool included in it.

To fulfil this need, Target Skills designed a planning tool that allows you to keep a good and clear overview upon your activity follow up. But its major functionality is that you can synchronize PlanningPME with any of your business plan software.

Thanks to PlanningPME, you will have a real time follow up of your project to keep control on it. It is an efficient business planning tool. You can see and modify your planning from the Internet, your planning will be accessible from anywhere.

Download the trial version of PlanningPME today.

Do not hesitate to ask for an online demo.

Create additional fields in PlanningPME Web Access

It is really easy to create additional fields. To do this, please open your PlanningPME Web Access and follow this procedure:

On the right side of your screen, click on Data --> Additional Fields. This window will appear (click on it to enlarge)

Here you will choose in which tab your additional field: task, client, resource, material resource. Once you choose, the following window automatically comes (click on it to enlarge).

In this window you will choose the name of the new tab and create the different fields that compose it. Once done, let's see the result in the selected tab. Here it is !

See you next tip !

Task Management with PlanningPME Web Access

The principle of task management is slightly different in Web Access. Let's see some Web Access tips. You can still create your tasks by double clicking or clicking on the button on the top right side of the screen but not anymore by right clicking. (click on it to enlarge)

To open an already created task, you have to click on the green arrow in the right sight of the task box.A new window opens as described here under.

By clicking again on the green arrow, you will develop the full task window and then ou will be able to customize it as you wish. 

Still something unclear?

Contact us by mail or give us a call!