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Documentation

Scheduling software PlanningPME


Product card
User Guide
Individual function cards

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 languagesPlanning display, Formats and Dates, Language
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