Evolutions

List of the evolutions of PlanningPME

PlanningPME

Create your Excel schedules within 1 click

Excel templates make it possible to get a customisable planning already filled in with information coming from PlanningPME.Read the tutorial



Share PlanningPME calendars

With PlanningPME you can directly consult your schedule from all your connected devices (Smartphones, tablets etc.). It is very simple, follow the guide!Read the tutorial




Customization of the appearance of the task

From now on you can customize the colors and style of every item displayed in the task according to your preferences of use.Read the tutorial


Filters

Filters are very convenient as they allow you to customize the display of your schedule and show only the data you’re interested in. You can enable or disable filters anytime to come back to the main schedule display.


List View

This list view show all the tasks on the planning on a list with columns that you can select to display. For your reports, a really interesting feature is to extract everything on Excel via CTRL + A and a right click


PlanningPME Offline

Offline Mode

Even if you are not connected to your enterprise network, you will be able to add/modify/remove tasks and unavailabilities on the planning board. While reconnecting, a window will pop up in case of scheduling conflicts between you and other users.
Read the tutorial

Dimensions

Dimensions

You can integrate into the planning all complementary data you need under a list format. For instance, you will be able to add the list of equipments of your company and assign it to an employee, to add a list of attendees to a training ou even to add detailed steps of a project.
Read the tutorial

Indicators

The indicators show real-time calculated data based on the information contained within the schedule. They are displayed as lines, columns over a daily, weeekly or monthly view.
Read the tutorial
Indicators

History/Tracking improved:

Events tracking of tasks and non availabilities has been improved: you can now have the history by clients, projects and resources in details.
History/Tracking improved:

Order your resources directly on the screen

You can now order your resources on the screen with a Drag and Drop.
Order your resources directly on the screen

Possibility to create customised data on the main tab:

You can now create additional fields on the general tab of the tasks, clients, projects and resources window.
Possibility to create customised data on the main tab:

Quick View of the extra fields on a new column

It is now possible to display the content of the extra fields on a new column for Resources, Clients and Projects.
Quick View of the extra fields on a new column

Follow the jobs done for each resource, client or project

A new tab on the resource, client and project window shows the list of past and future tasks.
Follow the jobs done for each resource, client or project

Define a departmnet per project

Filtering by department, only projects associated to this department will be displayed on the drop down list.

Monthly recurrence

You can now define a new kind of monthly recurrence: For example, you can create a meeting every first Monday of the month

New kind of tasks : Assignments

Define where your employees work each day and assign appointments within this assignment.
Tutorial
New kind of tasks : Assignments

Notifications in PlanningPME:

Be informed at a glance of the last changes on your planning via badges or notifications on the toolbars
Tutorial

Agenda calendar view

Save time looking easily for events or accessing the different planning of your colleagues.
Tutorial
Selection of the resources displayed on the screen

PlanningPME Web Access

Intuitive typing

Predictive typing is now included on all drop down list while creating a task in order to save time. The number of loaded labels on the drop down list can be changed by the Admin if needed.
Tutorial

Filters

Filters have been improved with multi-check boxes and a search zone in order to filter data and find easily a client, a skilled resource etc…

Slots

Assign weekly hours to your resources

Follow the jobs done for each resource, client or project

A new tab on the resource, client and project window shows the list of past and future tasks.
Follow the jobs done for each resource, client or project

Assign skills to a task

Adequacy of skills
Skills adequacy, Search for skilled resources

Tasks tracking by resource, client and project

A new tab "History" show the creation, modification of a resource, a client or a project
Tasks tracking by resource, client and project

Task category

With a right click on a task you can change its category in no time.

Customize Profile

Change the way your planning displays according to your preferences (color, language).

Display only available resources

Force the creation of a task: The task can be created even if a resource is not available or is not skilled.

Task locking

 

Tasks to plan

Tasks are always visible on the schedule until they are allocated to a resource

Monthly recurrence

You can now define a new kind of monthly recurrence: For example, you can create a meeting every first Monday of the month

History

New kind of tasks : Assignments
All creations, modifications and deletions on resources/clients/projects can be tracked also in addition to the tasks.
Tutorial

Clients management

Create, visualise or modify a client details directly from the Task Window
Tutorial


Notifications

Be informed at a glance of the last changes on your planning via badges or notifications on the toolbars