User access management

All users, with their ids and passwords, will be assigned to a specific user group and each group will have a specific access to the scheduling/planning system (Adding, Modifying, Deleting, Read Only, etc.)

Connection to online schedule

Creating groups with specific access rights

Go to the menu "Tools" -> "Groups". Click on the "Add" button to create a new group.

Several tabs appear in the Group menu.

Tab General: Access to global parameters
Resource tab: Access to information concerning Resources
Client tab: Access to client information
Options tab: Access to options in the Tools menu
Event tab: Access to information contained in an event

Creating groups with specific access rights

Tab General: Access to global parameters

Here you assign the right to certain functions and the right to access certain fields in the schedule. If you untick a term, the user will not have access to that function.

Internal configuring of the software 
This gives access to the various software functions: User profiles/rights, Category, Public holidays, Additional fields, Holidays, Formatting, Options, Description, Archiving, Notifications.

Defining data organisation (Menu Data)
Gives access to the different views, adding, modifying or deleting the following data in the system: Departments, Resources, Skills, Clients, Projects, Constraints.

Regular use of the system
Give access to viewing, adding, modifying or deleting the following: Task list, Unavailability list, Tasks, Unavailabilities, Searching, Assignment forcing, Constraint forcing, Skill forcing.

Advanced functions
The right to lock or unlock an event. Note: Users may unlock their own events without having this right assigned.

Accessing different planning views
Accessing the various planning views: Resource, Task, Project, Client, List

Views limited in time
The user group will see a planning period limited in time to a certain number of days, weeks, months or years.

Resource tab: Access to information concerning Resources

Access to tabs: Access to tabs: Here you assign the right to the various tabs in the Resource window: Information, Time Slots, Unavailabilities, Skills, Human Resources, Material Resources, History.

Sorting: Here you can decide whether the group has the right to sort resources in the schedule or not.

Client tab: Access to client information

Access to tabs: You may assign the right, or bar access, to the various tabs in the Client window: General, History, Tab 1, Tab 2, Equipment.

Access to all clients: Here you can decide whether the group has the right to schedule all clients or not. If you untick this option, nevertheless when creating a user id you may select the clients which are accessible to this user.

Options tab: Access to options in the Tools menu

Access to tabs: You may assign the right, or bar access, to the various tabs in the Options menu: General, Time Slots, Display, Event.

Event tab: Access to information contained in an event

Access to tabs: You may assign the right, or bar access, to the various tabs in the Events window: General, Billing, Tab 1, Tab 2, Tab 3, Description. 
Tabs 1, 2, and 3 correspond to additional fields.
If you untick "Description", the user will not be able to see information displayed in the coloured rectangle representing the event.

General: General: You may assign the right, or bar access, to the various fields present in the event: Project, Sub-Project, Label, Resource, Percentage, Category, Start Date, End Date, Start Hour, End Hour, Full Day, Time Slots, Periodicity, Duration, Pause, Comments, Client, Equipment.

Visible, Access, Mandatory: Specify whether each field is read-only, modifiable and/or mandatory. If a field is mandatory, you may not record an event until the field has been completed.

User set-up

Having set up the user groups, you may now create the ids and passwords for your users from the menu Tools -> Users.

User set-up

User name: Enter an id

Email: Email: Specify an email address: If users lose/forget their passwords, the new ones are sent by email.

Group: Assign the user to a group in the list: the user will have the access rights applicable to the group selected.

Access: Gives read only or editing access to the various planning services in the system.

Resource: Choose the resource corresponding to the user.

Clients: This field appears when the group does not have access to all clients. In this case, here you select from the list the clients accessible by this user.

Login: Enter a password and confirm it.

Limiting access to a user’s own planning schedule

Here’s how to limit a user’s access to just his own planning schedule:

Access: Do not tick any box

Resource: Choose the resource corresponding to the user.

When the user logs on, he/she will only see his/her own diary.

Windows Authentication

If you are hosting the PlanningPME Web Access application on your own servers, you may use Windows authentication. The user will not need to enter a password to connect to the planning system.