Tutorial PlanningPME Mobile

Mobile application for iPhone, iPad and Android

1 - Introduction

Requested by many customers, PlanningPME now has its mobile version. Watch these videos that quickly show the application on the iPhone and iPad:


2 - Versions available: iPhone, iPad, Android

PlanningPME Mobile is available on iPhone, iPad and on Android.
You can already download the iPhone and iPad version of the mobile application for free on the Apple store and the Android version of the Google Play Store from here:

3 - Connexion to a template or connexion to your own data

Connexion to a template

Select your example from the list and then, click on Done.
For the templates, by default, you can connect with the user "admin" without any password.

template selection


login application

Connexion to your client account

First, you will need to contact Target Skills to subscribe the mobile access application. Then, you will be provided a login and a password. From the connexion window below, selecting Client Account.
connexion planning

Then, enter the client login and password provided by Target Skills.
login client

Last, connect to your planning with the user login and password created from PlanningPME or PlanningPME Web Access.
login client

4 - Settings and menus

NB: All the settings on the users rights will be done either from the desktop version PlanningPME or from the web application PlanningPME Web Access.
Indeed, from the mobile application, you can not manage the users permissions. You can not either add, modify or delete resources on the planning board. Find below the list of the different actions you can perform from the mobile application.

Icon to select the views of the scheduler Icon to select the views of the scheduler Chapter 5
Menu to select the resources to display on the planning Menu to select the resources to display on the planning Chapter 6
Menu to do some general settings Menu to do some general settings Chapter 7
Menu pour créer une nouvelle tâche ou une indisponibilité Menu to create a new task or a new unavailability Chapter 8

5 - Views available of the planning; daily, weekly, monthly, list

You can display several type of views on the planning board: List view, daily planning, weekly planning or monthly planning clicking on the icon below at the bottom left corner of the application.
select view schedule

Have a overview of the different schedules.

List View     Daily schedule     Weekly schedule     Monthly schedule
view list in PlanningPME Mobile     daily schedule in PlanningPME Mobile     weekly schedule in PlanningPME Mobile     monthly schedule in PlanningPME Mobile

6 - Selection of the resources displayed

You can select the resources you want to display on your mobile or tablet. Just click on the icon below and then, select the resources you want to see.
Selection of the resources

7 - General information and visual settings of the application: synchronisation frequency, display of the schedule, performances etc…

You can define several parameters to optimize the visualisation on the planning board. You can also have access to the performances of your planning.
schedule settings window

List of the different settings you have access to:

Connection

See chapter 3

Connection
Menu Data

Synchronize: You can synchronize past events: if you select 2 weeks for example, events older than two weeks will not be synchronised. New data: You can select the refresh frequency for tasks and unavailabilites: from every minute to every hour or manually.

Menu Data
Menu Performances

You can follow performances of the planning: number of tasks, resources, clients and projects loaded, time to record an event, time to display the planning on the device, volume of the database.

Menu Performances
   
Menu Views

You can optimize the view of the planning according to your needs. Indeed, for each view (daily, weekly, monthly, list view) you can define the size of the text and the precision of the columns. For example, if your tasks are one hour duration, you may want to have a precision of 1 hour. If your tasks last one day, then you will need a precision of one day only.

Menu Views
   
Menu Days and hours

Hours: Select the beginning and end hour of a typical day.
Days : Select the first day of the week, the days for the week-end and whether you want to hide or not the week-end.

Menu Days and hours
   
Version

Version you are using

Version

8 - Create, modify or delete a task

On the schedule, a task will be represented by a colored rectangle. To create a new task, select the " +" icon and then " Task" or hold your finger on the planning board.
Quick task creation

Task creation

Select "Task" and then enter the information for this new task: Label, clients, Resource, Beginning and End dates and hours, Category, Comments and all extra fields you created. Then, press "Done" and your new task will be created on the schedule.
 Task creation

Task modification or deletion

To modify a task, hold your finger on the task on the planning board. The details on the task will open:

You can then change the data within the task and press "Done" or delete the task via the red button "Delete".

9 - Create, modify or delete an unavailability

On the schedule, an unavailability will be represented by a colored rectangle with hatchings. To create a new unavailability, select the "+" icon and then "Unavailability".
task creation window

The way to create, modify and delete an unavailability is the same as for tasks. See previous chapter.

10 - Create users with different permissions

You can create several type of users with different permissions from the desktop application PlanningPME or from the web application PlanningPME Web Access. The creation of users is only possible from one of those two applications, not from the mobile version directly.

Create users from the scheduling software PlanningPME

Any version greater than 4.0.6. is compatible with the mobile version. To check your version, go to ? -> About PlanningPME.
To create a new user in PlanningPME mobile, do not forget to select the box "Mobile Access" from the menu Data -> User.
Creating users in PlanningPME

Then, while connecting to the mobile application, you can use the login and password you created. The rights to add, modify or delete tasks and unavailabilities will be applied.

Create users from the online scheduling application PlanningPME Web Access

Any version greater than version 2.1.3. is compatible with the mobile version. To create a new user in PlanningPME mobile, do not forget to select the box "Mobile Access" from the menu Data -> User.
Create users from the online scheduling application PlanningPME Web Access

Then, while connecting to the mobile application, you can use the login and password you created. The rights to add, modify or delete tasks and unavailabilities will be applied.

11 - Select the fields displayed within the task box

You can select the information you want to have on the box that represent a task either from the application PlanningPME or PlanningPME Web Access.
Task description


Selection of information via PlanningPME

Menu View -> View -> Task and select the destination "Label mobile"..
Task description - PlanningPME


Selection of information via PlanningPME Web Access

Menu Data -> Task description and select the label "Mobile"
Task description

12 - Special advanced features for the mobile version: assign a signature to a task, check time in and out for each appointment, upload a file

Additionnal fields PlanningPME Mobile   Additionnal fields PlanningPME Mobile

Check the table below for more details on each advanced specific field.

Signature Assign a signature during an intervention   For each task, you can have a signature of your client or any employee in order to check if the task has been completed or validated.
       
Check IN/OUT Check IN/OUT in PlanningPME Mobile   Time Control: You can have a time control for each task to know when the beginning time and end time for a task. This option also activates the geolocation.
       
File Upload File Upload   You can assign some files to each task and then, download them from your mobile device.