Introducing the software interface

Learn how to use the menus and features available in your planning software to effectively manage your human and material resources on a daily basis.

Schedule interface

The menus

  • Document: database location, license management, calendar sharing, printing.
  • Edit: copy / paste, search, lock tasks.
  • Display: filtering and setting information displayed on the planning area.
  • Data: add/modify/delete data such as resources, clients, categories, services, holidays…
  • Action: Creating a new event or a new unavailability.
  • Tools: reports, statistics, options…

The different types of schedule views

The default display of the schedule is the Resource view. You can chose another view via the drop-down menu:

  • Resource
  • Task
  • Client
  • Project
  • Agenda
  • List

NB: You can select the number of lines visible on the screen. You can also filter the lines through the search box.

Views by period

You can choose exactly how many days to display on the screen, from a daily schedule to an annual one. Among the suggested period displays you will find:

  • Daily
  • Weekly
  • Customised: select the number of days you want to display on the screen.
  • Monthly
  • Quarterly
  • Yearly


  • Department: to display only the resources belonging to the selected service.
  • Resource: to select the resource(s) whose schedule you want to display.
  • Category: to display only the tasks matching the selected category.
  • Skill: only the resources with this (these) skill(s) will be visible on the schedule.
  • Unavailability: only unavailabilities matching the selected label(s) will appear on the schedule.
  • Occupation: to display only the resources available or busy over the chosen period.
  • Task: only the tasks matching the selected label(s) will display on the schedule.
  • Client: to display in the planning area only the events that are related to the selected customer(s).
  • Project: to display on the planning area only the events that are related to the selected project(s).
  • Green filter icon: allows you to define and save multiple combinations of filters.
  • Custom filters: allows you to view your customised fields as filters.

Shortcut keys

  • Selection Mode: to select multiple events by drag and drop on your planning area.
  • Search: to run a keyword search on your events.
  • Availability search: to find the resources available for a specific mission. If you want, you can specify search criteria.
  • Printing: print the view of your schedule.
  • PivotTable: all information concerning resources, clients, projects, tasks and unavailabilities can be exported to Excel as precise and accurate reports.
  • Planning templates in Excel
  • Help for the program: link to the online documentation.

The panels

If you want to, you can display panels on the left-hand side of the software to get an easier and faster access to the planning tools.

To display those panels, click on the View / Panels / Display menu.

Once the panels are displayed, you can close the ones you're not interested in.

  • Calendar: to reactivate this panel, click the view by period button and then select "Display the panel calendar".
  • To plan: to re-enable this panel, click the Data/Resources menu, and then click the "Show the panel" button. All the "to plan" events are listed in this panel. Via a drag and drop on the planning space, you can assign events directly to the available resources.

Planning space: creating events and absences

The events: On the schedule, an event is represented by a full colour rectangle.

Different ways to create an event

  • Draw a rectangle on the schedule using your mouse.
  • Double-click on a blank area of the schedule.
  • Right click on a blank space on the schedule and choose "New event".

Absences / unavailabilities: A case of unavailability is represented in the schedule by a hatched coloured rectangle. This indicates, for example, that an employee is absent or that some equipment has broken down or otherwise unavailable.

Different ways to create an unavailability

  • Draw a rectangle on the schedule using your mouse by holding down the CTRL key.
  • Right click on a blank space on the schedule and choose "New Unavailability".