Synchronize your database with PlannningPME

by tgarnier September 2, 2009

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.

Keywords: , ,

Filed Under:

Integration

by tgarnier August 31, 2009

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.

Keywords: ,

Filed Under:

Fill in an additional fields of the type Choice with existing data

by cdeschamps February 18, 2009

Fill in an additional fields of the type Choice with existing data

In PlanningPME, you have the possibility to add additional fields of the type Choice in the Tasks, Clients, Projects and Resources windows.

 

PlanningPME put at your disposal a field of the type "Choice" that appears as a combo box. The list of values can be filled in PlanningPME in the box "Values" or it can be fed by a script while opening PlanningPME.

Here is an example:

'Register PlanningPME.dll before -> c:\windows\system32\regsvr32 PlanningPME.dll

Set ppme = CreateObject("PlanningPME.Application")
ppme.ConnectionString = "Provider=Microsoft.Jet.OLEDB.4.0;Data Source=C:\Program Files\Target Skills\PlanningPME\PlanningPME.pp"
ppme.Connect

set dfs = ppme.GetDataFields(84) ' PpTask1

for i=0 to dfs.Count()

   if dts.Item(i).Field = "MYCHOICE" then

      dts.Item(i).Data = "Item1" & vbCrLf  & "Item2" & vbCrLf  & "Item3"

   end if

next i 

You just need to register this script with the extension .vbs and put it in the settings while launching PlanningPME (Menu Tools -> Options -> Integration) as shown below:

 

If you want to feed the values from an external database, you can open your own connexion and to browse the elements to add them...or just ask us for an integration.

Customized mission sheet to print a task

by cdeschamps January 28, 2009

Customized mission sheet to print a task

How to create a mission sheet?


1- Create the model of the mission sheet on a Word document.
We are going to use the following document : « Model mission sheet.doc"

2- From PlanningPME, go to the menu “Tools” -> “Options” -> « Advanced »
Select the model with the arrow:
 
3- Then, go back to the planning.
Select a task, right click on the mouse and select the mission sheet :
 
The following message appears : "Requested Object Not available"
  Press « OK ».

4- Set up of the merging
Open your Word model and go to the menu « Tools » -> « Mail Merge».

4.1 – Main document
Select « Form Letters ».

Select « Active Window »
Then, select your Word model.

4.2 – Data source
Select Open Data Source and  « Fiche.txt » in your  C: drive
Then, select « # » as a record delimiter.

5- Insert Merge Fields
You can now insert fields of PlanningPME in your document.


Select your fields in the list.
You now have created your mission sheet.

Example:
 
 


6- Create a mission sheet
Go back to the planning. Click right on a task and select the Word model.
Fields are synchronized from PlanningPME to your Word model.

Example :

 

You can save it or print it.

7- Print several mission sheets in a row
You can print a serie of mission sheets in a row. First, display the period of time you want to print (one day, one week…)
Put your mouse on one of the resource and right click. Select your model.


The mission sheets of the resource selected on the period displayed are printed directly.

8- Change the path of the txt file
If you have the message "Word could not open fiche.txt because it didn't contain a valid database", then, you need to change the Path of the text file fiche.txt. To do so, download this file and execute it. It will create
a string value Drive in the registry [HKEY_CURRENT_USER\Software\Target Skills\PlanningPME] . You can change the path specifying a letter.



9- Word 2003 and Word 2007

Word 2003 and Word 2007 have security levels that we must lower in order to export data from PlanningPME to Word.

Related post:  integration

Keywords: ,

Filed Under: Integration | PlanningPME