PlanningPME Desktop - List of evolutions

PlanningPME Desktop : Find out below the new features of our planning and scheduling solutions


PlanningPME ORION - 2020

Hierarchy of org-units: resource management through the organisation chart

The hierarchy of org-units enables the best possible organisation of your human and material resources.

Organisation chart - Hierarchy of org-units


  • Create the organisation chart of your company
  • Easily define the composition of each department
  • Define the display order of your resources per department
  • Assign time profile to a whole department with a single click
  • Easily search among your resources


Simplified management of your resources time profiles

Manage time profiles with the new “Time profiles” menu.

Time profiles

Then, in the “Resource” window, select the time profile to be assigned to the selected resource.

Time profile to be assigned


Tasks and unavailabilities status

For each status assigned to an event, a coloured visual mark displays on the left handside of the rectangle on the planning area according to the parameters you would have set beforehand.


Assigning a project to one or several departments

You can now work on a project common to several departments.

Assigning a project to one or several departments


Customising the tasks list per department

You can now define specific tasks for each department. Each department can define its own tasks list and thus won’t see the labels it’s not concerned with.

Customising the tasks list per department


New ergonomic task list

The list of tasks (Data Menu -> Tasks) has been improved: you can now directly see additional information such as skills, schedules, departments.

New ergonomic task list


User-friendly multi-resource selection

Assigning several resources to an event is now made easier thanks to an ergonomic and user-friendly selection box.

Multi-resource event


Changing password through the new “user profile” menu

Each user can now define on his own the password he uses when accessing the planning.

Change password


Customising the interface with your own labels

For each language, you can now customise the labels to be used in the interface.

Customize labels and formats


Planned vs achieved

For each event displayed on the planning area, you can specify a colour code that enables a quick tracking of planned vs achieved.


Completion percentage of a event

For each event, you can specify a completion percentage. A vertical dotted line shows the completion percentage.

Completion percentage of a event


Preview of the event

From now on you can preview the rendering of an event in the schedule according to your defined parameters.

Completion percentage of a event



PlanningPME LEO - 2019

Plan a part of a task

When you move an event from the "To plan" panel area to a resource, a windows might display, asking you the duration of the task you want to schedule. This option is useful in the management of projects or long lasting tasks that needs to be split.

Plan a part of a task


Project window - 3 new additional tabs

You can now create 3 new tabs in the project window.
To better adapt the schedule to your needs, you can now create up to 3 additional tabs with as many customised fields as you want.

Project window - 3 new additional tabs


Show only skilled resources when creating an event

If you select a task with assigned skills, you can now filter resources by skill directly on the event.
Pre-configuration: skills are assigned to resources and skills are assigned to the task's label.

Show only skilled resources when creating an event


Privacy: Possibility to hide text on absences and days off

For confidentiality purposes, a new "Description" / "Public" option is available in the groups, enabling to hide the text on the rectangle representing an event or unavailability / absence.

Privacy: Possibility to hide text on absences and days off


Possibility to automatically adjust the height of the line

A new option "Adjust the height of the line automatically" is available. When an employee does multiple tasks at the same time, the height of the line will increase on the schedule to enable better visibility.

Possibility to automatically adjust the height of the line


Copy / paste the style (color of text and background) for multiple resources, clients and projects

In order to easily and quickly set up the schedule, it is now possible to copy the color of the text and the background of a resource, a client or a project and apply it on several resources / clients / projects all at once.

Copy / paste the format (text and background color) for multiple resources, clients and projects


You can select fields / columns you want to display in the research window as well as the year the query should be run on.

Selecting fields to display in the search window



New interface

The PlanningPME interface has been fully redesigned for improved clarity, modernity and efficiency. The new ergonomy of our solution makes it easier to set up your schedule and navigate within it, saving valuable time and increasing performances.

Tutorial - New interface

Schedule interface

Selection filters

Filters have also been redesigned to ensure an even more accurate display of the information you are looking for.
The list of different items available in each of your filters is still available via the search box which has moreover been improved with two new options:

Filters

  • Select all: to select or deselect all in one click
  • Empty: to display or hide records that do not contain any specific information for this filter.

Floating or fixed

Floating or fixed

Fixed or floating To plan resources are clearly identified on the schedule with specific layouts:

  • Plain line for fixed,
  • Dotted line for floating.

Clear Filter

Filters

This new filter enables you to clear all filter configurations by simply clicking the "Clear" option.

Create your Excel schedules within 1 click

Excel templates make it possible to get a customisable planning already filled in with information coming from PlanningPME.Read the tutorial



Share PlanningPME calendars

With PlanningPME you can directly consult your schedule from all your connected devices (Smartphones, tablets etc.). It is very simple, follow the guide!Read the tutorial




Customization of the appearance of the task

From now on you can customise the colors and style of every item displayed in the task according to your preferences of use.Read the tutorial


Filters

Filters are very convenient as they allow you to customize the display of your schedule and show only the data you’re interested in. You can enable or disable filters anytime to come back to the main schedule display.


List View

This list view show all the tasks on the planning on a list with columns that you can select to display. For your reports, a really interesting feature is to extract everything on Excel via CTRL + A and a right click


PlanningPME Offline

Offline Mode

Even if you are not connected to your enterprise network, you will be able to add/modify/remove tasks and unavailabilities on the planning board. While reconnecting, a window will pop up in case of scheduling conflicts between you and other users.
Read the tutorial

Dimensions

Dimensions

You can integrate into the planning all complementary data you need under a list format. For instance, you will be able to add the list of equipments of your company and assign it to an employee, to add a list of attendees to a training ou even to add detailed steps of a project.
Read the tutorial

Indicators

The indicators show real-time calculated data based on the information contained within the schedule. They are displayed as lines, columns over a daily, weeekly or monthly view.
Read the tutorial
Indicators

History/Tracking improved:

Events tracking of tasks and non availabilities has been improved: you can now have the history by clients, projects and resources in details.
History/Tracking improved:

Order your resources directly on the screen

You can now order your resources on the screen with a Drag and Drop.
Order your resources directly on the screen

Possibility to create customised data on the main tab:

You can now create additional fields on the general tab of the tasks, clients, projects and resources window.
Possibility to create customised data on the main tab:

Quick View of the extra fields on a new column

It is now possible to display the content of the extra fields on a new column for Resources, Clients and Projects.
Quick View of the extra fields on a new column

Follow the jobs done for each resource, client or project

A new tab on the resource, client and project window shows the list of past and future tasks.
Follow the jobs done for each resource, client or project

Define a departmnet per project

Filtering by department, only projects associated to this department will be displayed on the drop down list.

Monthly recurrence

You can now define a new kind of monthly recurrence: For example, you can create a meeting every first Monday of the month

New kind of tasks : Assignments

Define where your employees work each day and assign appointments within this assignment.
Tutorial
New kind of tasks : Assignments

Notifications in PlanningPME:

Be informed at a glance of the last changes on your planning via badges or notifications on the toolbars
Tutorial
Notifications in PlanningPME:

Agenda calendar view

Save time looking easily for events or accessing the different planning of your colleagues.
Tutorial
Selection of the resources displayed on the screen