Employee and department management
Resources appear in the left-hand column of the scheduling area. You can create as many human or material resources as you like (as a function of the number of levels that you decide to create).
The various types of resource that can be created in the planning tool are:
- Human resources (names of employees, labourers, etc.)
- Material resources (vehicles, rooms, equipment of all sorts, etc.)
- “To plan” resources (for all, as yet, unassigned tasks)
Creating resources in the on-line planning software>
From the PlanningPME Web Access home page, go to the menu "Data" -> "Resource".
To set up a new resource, click on “Add”.
To modify a resource, double click on the resource name.
To delete a resource, select it (left click) and then click on “Delete”.
In the resource window, the following information may be added:
The type of resource: human, material or “To plan”
Assign a colour for both background and text.
Assign the resource to a department.
Add any other information as necessary.
Details of the “To plan” resource type
What is the purpose of a resource “To plan”?
All tasks in the "To plan" category will appear in the schedule irrespective of the viewing mode (daily, weekly, etc.)
Such resources are a sort of “Post-it” line, a reminder, allowing you to display all tasks waiting to be assigned.
When you know to whom you will assign the task, a simple ‘drag and drop’ with the mouse will assign the task to the resource concerned.
NB: There can be as many “To plan” tasks ready for resources as you like.
A “To plan” resource can be ‘fixed’. Tasks do not move automatically in the schedule. They appear only on the planned dates.
From the menu "Resource" you may sort resources using the “Ranking” button:
Ascending order/Descending order
Resources will then be listed in ascending or descending alphabetical order. Click on “Apply the ranking” to save this choice.
Drag and Drop
You may also select a resource and move it around the screen using the mouse.
Grouping resources by department
It is possible to create departments (sales, accounting, technical, etc.) and then, from the general scheduling window you can apply a filter so that only specified single or several departments are displayed, thus improving readability.
From the menu "Data", "Department", click on "Add" or modify an existing department: Then select the resources to be assigned to that department and click on "Save".
An alternative way of assigning resources to a department is to:
Select the department(s) for the resource directly from the resource list in the drop-down menu.
Displaying a department in the schedule
Scroll down the “department” Filter and choose the required department. Only those resources belonging to that department will appear on the screen:
If you do not see the filter, it may be activated from the "Filter" Icon -> Department
It is possible to create weekly time slots different for each employee. Visually, non-worked time slots will appear tinted grey in the schedule.
From the welcome display, click on a human resource in the left-hand column to open the latter’s information details and then go to the tab “Time slots”.
Click on the “Add” button in the upper right-hand part of the screen to create a new slot.
Enter the label/name of your time slot and then the slots for your employees.
If the time slots for your employees are the same week in week out, tick the box “Define the capacity as a function of the time slots”
If the time slots for your employees vary from one week to the next, tick the box “Define the capacity as a function of the number of hours”.
Don’t forget to click on the “Save” button to record the new time slot.
Masking a resource in the scheduling area
If a person no longer works in the company but you wish to keep a record of the tasks the person has carried out, you may mask that person from view by selecting "Mask this resource on the schedule" in the person’s information record.