Monitoring and archiving events
Run your operations efficiently leaving nothing to chance. Detailed tracking of all activities in your schedule. In addition, you have access to the list of all past and future events in the resource, client and project files. You can thus review the complete detailed history by client, project, resource and event. A new tab in the resource and client records enables having a list of all past and future tasks.
Client and resource history
Event history
Tracking events by client or resource
Authorisation using user access rules
Complete information history menu
From the “Data” menu you will see the “History” entry. This window enables visualising all the creations, modifications and deletions of data in the planning schedule concerning events, resources and clients.
Date and time: Date of the operation
Operation: Type of operation: Creation, Update or Deletion
Type: Event, unavailability, resource, client
Label: the label of the previous type. For example, for an event, this will be label of the task and, for a resource, this will be the label of the resource, etc.
Date and time of start and end: if type is an event or an unavailability
Key: A unique key
user: User id
Client and resource history
Track all creations and modifications of events from the “History” tab in the events window. This tab enables knowing on which dates an event was created and modified and by which users.
Event history
Track all creations and modifications of events from the “History” tab in the events window. This tab enables knowing on which dates an event was created and modified and by which users.
Tracking events by client or resource
A new tab in the resource and client records enables having a list of all past and future tasks.
Authorisation using user access rules
Access rules: Access rules enable giving or barring access to such historical information.
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- Make and have access to your online planning
- Manage employees and facilities
- Schedule events, appointments and leaves
- Import your data into the planning tool.
- Customise information displayed on the task
- Select time scale periods and filter data
- Create users with specific access rights
- Make your daily activities easy-to-schedule thanks to those features
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- Creating events
- Auto-completion/intuitive data entry
- Assigning an event to several resources
- Managing recurring events
- Modifying an event
- Splitting an event
- Breaking down an event into complete days
- Preventing event modification
- Forcing the creation of an event
- Deleting an event
- All-day events or events in hours
- Assign a duration to your events
- Assign an allocation percentage
- Event options
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- Definition
- Activate the contexts
- Customize your context list
- Create contexts on the schedule
- Modify / Cancel / Copy a context
- Creation of events within a context
- Select the information displayed on the schedule
- Filter the schedule by context
- User access management
- Rename "Context" with your own words
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- Why use the “client” function?
- How to activate the "Clients” function in PlanningPME Web Access
- Adding, modifying and deleting clients
- Associating a client with a task/Assigning a client to a task
- Creating, viewing or modifying a client record in the working window
- Client views and filters
- Importing your client database
- Auto-completion: intuitive data entry
- Access rules defined by user
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