Presentation of the interface - PlanningPME Web Access

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.

Return to the schedule
The different types of schedule views
Views by period
Filters
Search
The menus
Planning space: creating events and absences

Click here to go back to the schedule page.

• Views by planning type: resource, client, project or list
• View adapted to smartphones and tablets: the Index view

• Changing the time-scale from the drop-down menu
• Choosing the date from the calender
• Changing the time-scale from the toolbar

For ease in finding information, numerous filters are available within PlanningPME Web Access: filtering staff assigned to a department, filtering resources by skill.

• Search function
• Searching for resources, clients and projects from the system’s planning space

Data Menu : Initialising planning data

• Department
• Resource
• Skill
• Client
• Project
• Task
• Unavailability
• Category
• Description / Selecting information displayed or distributed
• Additional fields
• History

Menu Tools : Initialising planning data

• Options
• Formats
• Groups
• Users
• Public holidays
• Days Off : Initialising the unavailability counter
• Export : Creating Excel reports

Invite

You can easily invite users to the schedule.

User Profile

My profile

• user : change user with associated rights (only in account mode)
• Language : change the language of the application
• Date and time formats
• Minute step to set the minute interval when selecting the start or end times of an event
  
• Public holidays

licence : Information on licenses

My account : Accessing your PlanningPME account

Logout : Logging off from the schedule and PlanningPME account

• Event scheduling
• Leave and holiday management