| File name |
Description |
Overview |
Card FP
FC-General_setup.pdf
 PDF file
- 347 Ko |
Initial settings
Open days and hours, brand, assignment of one task per resource, forbid task modification before a date.
|
 |
Card 1
FC1-Resource_management.pdf
PDF file
- 1779 Ko |
Resources Management
Creation of resources, departments, teams
Slots and work contracts |
 |
Card 2
FC2-Tasks_creation.pdf
PDF file
- 3300 Ko |
Creation of Tasks
Tasks creation, periodical tasks, multi-resources tasks
Category of tasks, Duration, Break
Task description, task locking, selection and creation mode |
 |
Card 3
FC3-Other_options_for_the_task.pdf
PDF file
- 546 Ko |
Tasks: Other Options
Colours of a task in function of a field, Tab Billing and Parameter
Projects and/or clients linked to a task, Percentage of assignment
|
 |
Card 4
FC4-Skills_management.pdf
PDF file
- 460 Ko |
Skills Management
Skills of resources, tasks
Skills adequacy, Search for skilled resources |
 |
Card 5
FC5-Clients_management.pdf
PDF file
- 448 Ko |
Clients Management
Clients creation, Import of clients database
Filter by client, Client history |
 |
Card 6
FC6-Days_Off_management.pdf
PDF file
- 564 Ko |
Days Off and unavailabilities management
Unavailabilities creation, Days Off follow up |
 |
Card 7
FC7-Filters_in_PlanningPME.pdf
PDF file
- 840 Ko |
Filters
Filter by department, by client, by project
Filter by skill, by task, by date |
 |
Card 8
FC8-Additional_fields_creation.pdf
PDF file
- 1564 Ko |
Creation of additional fields
Schedule customization, Addition of specific fields for tasks |
 |
Card 9
FC9-Schedule_printings.pdf
PDF file
- 1062 Ko |
Print Out
Graphical schedule, operational schedule per resource, daily schedule
Printing of a task, a mission sheet |
 |
Card 10
FC10-Statistics_and_reports_on_Excel.pdf
PDF file
- 2515 Ko |
Statistics and reports with Excel
Sums of worked hours, Weekly and Monthly Statistics
Export data from PlanningPME to Excel |
 |
Card 11
FC11-Search_for_availabilities_and_other.pdf
PDF file
- 354 Ko |
Search for availability and other searches
Search for available resources, Searches on PlanningPME |
 |
Card 12
FC12-Users_rights.pdf
PDF file
- 1904 Ko |
Users rights setting
Groups and users creation, Specific access to the schedule |
 |
Card 13
FC13-Synchronization_to_HTML_pages.pdf
PDF file
- 1117 Ko |
Visualisation on HTML pages
Synchronization of the schedule to HTML pages from PlanningPME, Module PlanningPMEHTML, Comparison of the two types of synchronization |
 |
Card 14
FC14-Import_Export_with_PlanningPME.pdf
PDF file
- 451 Ko |
Import Export with PlanningPME
Text files, Import/Export of clients, tasks, unavailabilities
Synchrodatabase and PlanningPME COM |
 |
Card 15
FC15-Alerts-Email_sending_visual
alarm_and_Outlook_synchronization.pdf
PDF file
- 765 Ko |
Email sending, Visual Alarm and Outlook synchronisation
Email sending, Visual alarm, Outlook synchronization |
 |
Card 16
FC16-General_display_and_software_language.pdf
PDF file
- 876 Ko |
General display and languages |
 |
Card 17
FC17-Projects_management.pdf
PDF file
- 765 Ko |
Projects Management
Creation of Projects, Subprojects, Project View, Project Filter |
 |
Card 18
FC18-Tasks_dependencies.pdf
PDF file
- 273 Ko |
Tasks Dependencies
Create links between your tasks |
|
