User guide PlanningPME Web Access
Getting started with your on-line planning and scheduling system
Since its creation in 2002, Target Skills has developed planning tools which are used today by more than 4,000 clients around the world in sectors such as construction, administration, industry, etc.
With PlanningPME Web Access, not only can you schedule the activities of your employees by assigning tasks to them, but you can also plan more effectively your meeting rooms, equipment, projects, appointments and meetings.
Wherever you are, 24 hours a day, a simple Internet connection gives you access to your on-line planning system from remote devices: PC, Mac, Smartphone, etc.
This manual enables starting right away with your PlanningPME Web Access on-line planning system.
An overall view of the planning and scheduling system
The advantages of scheduling using the Internet
- Universal workstation access
- Permanent on-line access to your schedules
- An improvement in remote collaborative working
- Secure data on powerful servers
- Attribution of an id and personalised encrypted password.
- Simultaneous consultation of your employees’ diaries
PlanningPME Web Access versions
Fully functional service including:
- 7 day a week round the clock connection via Internet
- access to technical assistance by telephone and email
- regular application updates
- daily back-ups with 7 day archiving
Hosting can be two ways:
List of supported databases:
MS SQL Server: version 7.0, 2000, 2005, 2008, 2012, 2014 (& Express Edition)
MySQL: version 4.0 à 5.0
Logging into the software
You received a web link to connect to your schedule from any workstation with an Internet connection and a web browser such as Internet Explorer, Mozilla Firefox, Chrome, Microsoft Edge or Safari. If you do not have it, we invite you to fill in this form to create your online planning.
Click the web link and enter your user name and your password. According to the rights defined for each user, the access to the schedule will be restricted in reading and editing. Also note that the language can be changed from the icon "globe" located at the top-right side of the window: French, English, German, Dutch, Spanish, Italian or Swedish.
Description of the "Data" and "Tools" menus "
Initial parameters can de set for all fields in the scheduling system using the "Data" menu by clicking on the triangle icon: . Using this menu you can add employees, clients, projects and personalise your task list and absences.
Advanced options and functions can be activated by clicking on the "Tools" menu icon - the cog-whee in the upper right-hand corner of the screen.
Vocabulary used in the planning software
What is a human resource?
A human resource is a human being: Employee, manager, technician, etc.
What is a material resource?
A material resource may be: a meeting room, a vehicle, a computer or any other kind of equipment the use of which you wish to manage.
What is an event?
An event is a mission or a work item to be carried out by a human or material resource. An event is represented in the schedule by a coloured rectangle. An event may be: a meeting, a technical assistance operation, an appointment or any other mission that is particular to your business activity.
What is an unavailability?
Unavailability arises when a resource is unable to be used, for example, for reasons of absence or breakdown/maintenance. An unavailable human resource may arise from planned holidays, sickness, maternity leave, time off in lieu, etc.
What is a “To plan” resource?
A “To plan” resource is a kind of Post-it. This attribute is given to any task that cannot for the moment be assigned directly to a human or a material resource. In effect, this creates a list of activity items waiting to be assigned.
What is a department?
A department comprises a group of human and/or material resources. A department may be for technical, administrative, sales activities, etc. In addition, a filter is available in the scheduling system enabling planning by department.