Blog PlanningPME

Easy-to-use resource scheduling software

End of the support on old versions

 

Information for our clients: End of the  support on old versions PlanningPME


With the arrival of Windows Vista and Windows 7, our IT department must put in place important modifications on the structure of the software PlanningPME.

For this reason, from the 1st of January 2010, versions older than version 4.0.0.  will not be supported anymore.

Our team is at your disposal at this number: +33 (0)1 69 47 10 00 or via this form to give you any information on the updates of the software PlanningPME.

Update PlanningPME Web Access

Our web application now have more powerful features.

Have a look at the list of the new features below:

- Assign only one task at the same time to a resource.

Option to activate or deactivate from the menu OpTions -> Task -> "Assign one task to a resource at the same time"

Then, if you try to assign several task to a resource, you will have this message:

That way, you avoid double booking mistakes.

 - The speed is now increased: 30% performances

Save time making your booking on the planning faster!

 

- Select your own filters

Select the filters you want to display on the planning board from the menu Parameters -> Filters

- Week number: week 52 or week 53 as the last week of the year 2009

Tell us how you use the weeks number in PlanningPME and we will adapt the numbering on your planning.

 

E-learning with our videos on YouTube

E-learning

Watch our videos and learn how to use our planning tools easily

Regularly, videos on our planning tools will be added on YouTube on our account:

http://www.youtube.com/user/PlanningPME

Just stay on your chair and learn how to create resources, tasks, how to create Excel reports...

Here are some videos already available:

-Demo Scheduling software PlanningPME

-> Demo online scheduling PlanningPME Web Access

-> Create Excel Reports

Update PlanningPME easily

To update your version of your planning software PlanningPME, you first need to download the update file from our website. You will receive an email with a link to download our resource scheduling software PlanningPME each time a new version is launched.

Then, you need to know how the installation of PlanningPME was done:

- 1st case: PlanningPME is installed on each computer: The update file will then need to be executed on each PC. This solution can be a good solution as it will speed your connection to the planning if the server is not local. But it also means that it can take a long time to update all PC's depending on your number of licences. So, if you have a local server, better is to have the software installed only on the server.

- 2nd case: PlanningPME is installed on the server and you create a shortcut of the exe file on each client machine: the update file needs to be executed only once on the server.

So, we highly recommend the 2nd installation.

If ever you need to have the software installed on your local computer to speed up the connection to the planning, then, to update your version in an optimal way, here is our suggestion: You can create a script that, when opening PlanningPME,  copy all the files in the folder "PlanningPME" (Exe file + dll) from a shared folder where you will copy the last version  of PlanningPME to the local machine C -> Program Files -> Target Skills -> PlanningPME.

Then, you are sure that each user will have the last version of PlanningPME installed locally on his machine.

DO NOT FORGET TO MAKE UP A BACK UP OF YOUR DATABASE BEFORE UPDATING YOUR VERSION.

If ever you need to do a migration of the database, make sure that all users are disconnected to the database.


 

 

Weekly schedule printing coloured

Weekly and daily printings more visual!

From the menu Data -> Task, you hahve the choice with several kinds of printings.

When printing the weekly schedule, the tasks are now coloured with the colour you selected to display your tasks.

NB: We remind you that the fields printed are the fields you selected on the menu Data -> Description Task -> Printing

When printing the weekly schedule, the tasks are now coloured with the colour you selected to display your tasks.

NB: We remind you that the fields printed are the fields you selected on the menu Data -> Description Task -> Printing

Want to know more about PlanningPME releases?

Have a look at the evolutions of PlanningPME, version 4.0.3.

Force tasks creation

You can now force the creation of a task

even if the resource is already busy

Watch our video:
http://www.planningpme.com/video-ppme-force-tasks-creation.htm

Description of this feature:

If you try to assign a task to a resource that is already busy, you will have this kind of message below.

If you press “Force Assignment”, the task will be created and you will have two tasks on the planning as shown below:


Otherwise, the task will not be created.


NB: If you are already a client and that you are using the users rights, this feature will not be activated by default so that the users will not have this permission.  To activate it, go to the menu Data -> Group and tick on the box “Force assignment”.

Want to know more about PlanningPME releases?

Have a look at the evolutions of PlanningPME, version 4.0.3.

Link your projects with your clients

It is now possible to assign several projects to one client.

To do so, on the project card, you now have a drop down menu to assign a client to the project.


Results on the planning*:
1- While filtering by client, only projects associated to this client will appear on the project filter.

2- While creating a new task:
-    if you select one client first, projects associated to this client will appear on the project list.
-    If you select a project first, the client will be selected by default on the client list.

*NB: To adapt the project filter as described above, activate the option on the menu Tools -> Option -> User


Watch our video on the link project-client:

 

More about client management

 

 

Map View visualize your appointments on a map

You can now visualize your interventions and appointments on a map!


From data filled in each client card in PlanningPME, visualize your interventions on a Map.
To see your appointments on a map, go to the menu View -> View –> Map View or select the icon on the icons bar as shown below:

On the tool tip, the information shown are the ones you selected from Data -> Description  -> Tooltip.

Then, you will see your tasks on the map:

To go back to the resource view, just click on one of the icon of the resource view.

Want to know more about PlanningPME releases?

Have a look at the evolutions of PlanningPME, version 4.0.3.

 

Force task creation

Force the creation of a task even if the resource is not skilled

You can now force the creation of a task even if the resource is not skilled.
You will have this kind of message: "Do you want to force this task even if the skills are not respected?"

And you will have the two choices:

-> Yes or No

If you select "Yes", the task will be created even if the resource is not skilled.

If you select "No", the task will not be create.

NB: If you are already a client and that you are using the users rights, this feature will not be activated by default so that the users will not have this permission.  To activate it, go to the menu Data -> Group and tick on the box “Force skill”.

Want to know more about PlanningPME releases?

Have a look at the evolutions of PlanningPME, version 4.0.3.

 

 

Create a task without allocating a resource

You can now create a task without allocating a resource from the task, client or project view.

So, you can plan in advance your tasks and interventions and allocate them to your resources later.

task-without-resource-icon

The icone (Ø) show that there is no resource allocated to the task.


NB: If you are already a client, you will first need to do this setting in order to have access to this feature:
- Create a resource of the type To Plan from the menu Data -> Resource.
- Just put a space on the label.

- Then, click right on the resource and hide it:

You can now create tasks without assigning any resource.

Want to know more about PlanningPME releases?

Have a look at the evolutions of PlanningPME, version 4.0.3.

 

 

 

New version 4.0.3 coming next week

Target Skills is glad to presents it new version of PlanningPME!

 

From our  customers request and suggestions, PlanningPME is improved regularly. New version 4.0.3. will be available next week.

More powerful features available, a better ergonomy.... Take a look at the list of the new features listed below:

-> TASK CREATION WITHOUT ALLOCATING ANY RESOURCE

-> FORCE TASK CREATION EVEN IF A RESOURCE IS NOT SKILLED

-> FORCE TASK CREATION EVEN IF A RESOURCE IS ALREADY BUSY

-> WORKLOAD: SEE OVERCHARGED RESOURCES EASILY!

-> PLAY WITH THE TASKS CORNERS, GRADIENTS COLOURS ON YOUR PLANNING!

-> LINK YOUR PROJECTS WITH A CLIENT

-> FORCE THE CREATION OF A TASK WITH A SKILL

-> CUSTOMIZED FILTER BARS

-> SELECT THE FIRST WEEK

-> SELECT FIELDS ON THE EMAIL SENT

-> MAP VIEW

-> SEARCH ON ADDITIONAL FIELDS

-> SEARCH FOR SKILLED RESOURCES

->  WEEKLY PRINTING COLOURED

-> “TO PLAN” RESOURCE CAN BE FIXED!

-> OUTLOOK EXCHANGE SYNCHRONIZATION


Forgot to have a look at the features of version 4.0.2? Here they are: evolutions available in version 4.0.2

 

unrecognized database format

 Where does this problem come from?

Because of the limitations of an Access database, it sometimes happen that you can not open your planning anymore.

How to solve this problem without sending our support your database?

Here is the process to follow in order to solve this problem immediately:

Open the "pp" file with MS Access.

You will then get this message:

 

Press Yes.

Then, close MS Access and open your database again. The planning is now working.

How to avoid this problem?

2 solutions:

Either you decide to migrate your database from MS Access to SQL Server for example.

Or, you can purge your planning (Menu File -> Database -> Purge) and compact it (Menu File -> Database -> Compact) in order to reduce the size of the database.

Check box Department in the Pivot Table

What is the check box "Department" in PlanningPME used for while creating reports via Pivot Table?

From the menu Tools -> Pivot Table, you can make some precised reports and export data from PlanningPME to Excel.

You can have the number of hours worked per month per resource or have any kind of statistics on your projects, tasks and/or employees vacation.

Now, you noticed the box "Department" on the Pivot Table window.

When should you use it?

You should tick on this box when you want to make statistics on your departments and that your resources are allocated to more than one department.

Let's take an example.

In the example below, Paul and Mary are part of 2 departments: S1 and S2.

Here are the settings used for this demo:

If we do not check the box "Department" the results are not correct:

The departments are not displayed correctly.

If we check the box "Department" the results are correct:

Day off management

Day off management

PlanningPME is a human resources management tool that helps you through managing your employee's days off (among many other functions). Day management is really easy. You can first define the kind of days off of your employees. To do so, go in Data --> Unavailabilities and add/modify the different datas.

 

Then you just have to assign one of these days off to a resource when necessary.

 

Synchronize your database with PlannningPME

Synchronize your database with PlannningPME

PlanningPME has been designed to be compatible with a lot of other programs. If you have a few experience in IT, you can easily synchronize your database with PlannningPME in order to benefit from a link between the planning and your software and maybe gain in client management with PlanningPME

To do so, we put at your disposal the object model that will help you throught the synchronization.

In case you would not able to do this on your own, feel free to contact us and we will study your requirements to integrate PlanningPME with your ERP.

Integration

Integration

PlanningPME is designed to be an adaptable tool. That's why we try to promote the inrtegrations our client ask for. Our team is at your disposal to discuss the terms of any integration you may be interested in. You can also integrate the data you already own to PlanningPME database. Here is a short list of the posts that are related to these matters.