New version PlanningPME

by cdeschamps June 15, 2011

Read our newsletter of June  to know more about the new features of PlanningPME.

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Attach a file to a task

by cdeschamps June 7, 2011

Within PlanningPME, you can create customised fields in order to adapt the software to your activity.

As many customers ask for it, here is a post to show you how to create an additional field type "hyperlink" that allows you to attach a file for a job. So, from the task window, it will be possible to open any kind of file as a Word document or an Excel or a PDF file.

Watch our video to learn how to link a file to a task:

You will then be able to open a document from a task:

 

Do you want to know more about PlanningPME features?

Have a look at our documentation:

http://www.planningpme.com/documentation.htm

 

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Maintenance management

by cdeschamps May 5, 2011

PlanningPME is particularly well-adapted for maintenance management

You can easily assign the right technicians to do the right job like installation, preventive or corrective maintenance, training at the right time. Have access to a good overview of all your planning of your technicians on your different regions.

Maintenance management software

Some of the benefits:

  • Reduce time doing your planning: PlanningPME will enable you to manage your preventive maintenance easily via recurrents tasks and reminders.
  • Eliminate paperwork: PlanningPME allow your engineers to visualise the schedule from anywhere via the web. They are informed on real time of the last updated records on clients, jobs to perform, equipments to work on.
  • Improve inventory management: PlanningPME keep track of all the maintenance jobs done and you can find easily past and future assets. Also, follow all the operations done on all equipments, clients on a large time scale.

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Production Planning

by cdeschamps March 2, 2011

PlanningPME can now be used as an easy-to-use production planning.

You can define easily the different kind of templates you have while doing your planning: A template is composed of successive tasks with different durations. You can even assign by default each activity to one particular resource.

Then, while doing your planning, you can start from one of your template (instead of creating each task one by one) and have your job drawn in just some clicks.

The planner will then just need to drag and drop his jobs from one resource to another depending on availability and workload.

Watch this planning production video to know more:

This type of production planning is suitable for installation companies (kitchen or bathroom installation for example) but also garage planning, project scheduling etc... Indeed, for each new order, always the same planning steps follow and the solution provided by Target Skills allow you to save time and have a good visual and graphical planning. Assigning your jobs to your employees is just fast via a drag and drop. You can even have a search for availability and a check to avoid double booking.

Interested to know more?

Contact us or request a demo.

 

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Improvements of the email sent from PlanningPME via Outlook

by cdeschamps February 4, 2011

From PlanningPME, you have the possibility to send an email to your employees while creating a new task just clicking on the envelope icon:

 Some improvements have been developed in order to optimize this feature.

 

 1. Select the object of the email sent
In former version, the object of the email was the task label. Now, you can select the fields you want to have while sending the email like Client Name + Project name or whatever from the menu Data -> Description -> Email object

 

2. Attach a file to the email sent

It is now possible to attach a customized mission sheet while sending an email.
You just need to select the option “Attach the mission sheet” from Tools -> Options -> Mailing box

This mission sheet is the one you specified from Tools -> Options -> Mission Sheet.

To have your own customized mission sheet, we invite you to contact Target Skills to discuss your requirements and have an estimate.

3. Open the email on Outlook before sending it

It is now possible to display the email and add any information or text you want before sending the email.

You just need to select the option “Display the message  before sending it” from Tools -> Options -> Mailing box

 

To know more about this email feature, you can read this card:

http://www.planningpme.com/fiches/FC15-Alerts-Email_sending_visual_alarm_and_Outlook_synchronization.pdf

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Trial version expired

by cdeschamps January 7, 2011

Since the 1st of January 2011, the trial version has been deactivated in order to fight against hacking.

So, if you have a trial version that do not open anymore, we invite you to download the last version from our website at this address:

http://www.planningpme.com/newversion.htm

 

 

To help you handle PlanningPME, you have at your disposal on our website:

- Functions cards or FAQ to download:

http://www.planningpme.com/documentation.htm 

All features of PlanningPME are explained in a clear and detailed way.

 

- Examples to download:

http://www.planningpme.com/planning-and-scheduling-software.htm


If you do not have any uses remaining, we can extend your trial version.


Target Skills’ team wishes you a happy new year 2011.

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Happy new year 2011

by cdeschamps January 3, 2011

 

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Tasks and users tracking improved

by cdeschamps November 30, 2010

From the many new features of our new version 404, Target Skills has now developed:

 Tasks and users tracking 

 1- Here is an overview:

Tasks tracking

 

 

2- You can learn how to use this new feature directly via this video below:

 

3- Finally, you can also read our full documentation for this feature here, Chapter II:

ftp://ftp.planningpme.com/Evolutions/EN-Evolutions_PPME-Version_4.0.4.pdf 

 

5- If you are interested, we can give you on online demo of this feature and you can always contact us: +33 (0)1 69 47 10 00 or your local partner: http://www.planningpme.com/partners.htm

 

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Tasks templates and Gantt chart

by cdeschamps November 23, 2010

From the many new features of our new version 404, Target Skills has now developed:

 Tasks templates - Gantt Chart

 

 1- Here is an overview:

 

2- You can learn how to use this new feature directly via this video below:

 

 

3- Rename the words "Template" and "Production" using your own business language

From the menu Tools -> Language, you can rename those two words:

Rename Template and production

 

4- Finally, you can also read our full documentation for this feature here:

http://www.planningpme.com/fiches/FC22-Tasks-Templates.pdf

 

If you are interested, we can give you on online demo of this feature and you can always contact us: +33 (0)1 69 47 10 00 or your local partner: http://www.planningpme.com/partners.htm

Installation on Windows 64 bits

by cdeschamps November 9, 2010

PlanningPME can run on Windows 64 bits but you will just need to make some changes on the registry.

 Follow the procedure below:

 - Go to the menu Start -> Run

- Type "Regedit"

- Go to the folder HKEY LOCAL MACHINE -> SOFTWARE -> wow6432node and create the folders: Target Skills -> PlanningPME

[HKEY_LOCAL_MACHINE\SOFTWARE\wow6432node\Target Skills\PlanningPME]

Then, create the new string value named "base" and specify the location of your database.

By default, the database should be located here:

C:\Program Files\Target Skills\PlanningPME\PlanningPME.pp

Then, the installation of PlanningPME should work properly.

Feel free to contact our support team for any questions: +33 (0)1 69 47 10 00

Read more about technical issues:

- Update PlanningPME easily

- Error: The conversion of a char data type...

- More technical issues

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Documentation on reports, statistics, users rights and more

by cdeschamps October 5, 2010

As written in our previous post, our documentation on our resource scheduling software PlanningPME is now updated.

Here is the description of our individual functions cards from card 8 with additional fields creation to card 16.

Card 8: Creation of specific fields

You can create customised fields in order to adapt our software to your activity. Additional fields can be added on the resources, clients, tasks and/or projects.

Card 9: Different printing possibilities

You can print one day, one week or more. You also have a report per employee or a report for an entire department. Track also the number of days off taken by your employee each year.

Card 10: Statistics and excel reports

Once your scheduling done, you can have really precise reports on days and hours worked by your employees. On a regular basis, you can update your reports in just some clicks and know wether your resources were productive or not.

Card 11: Search for the availability or your resources or for your tasks

Find the right person for the right job via the search for availability function. Also, easily search for your previous or past tasks on your busy planning board.

Card 12: Users rights

Limit the access to the different users depending on their function and skills. Decide wether the users can addd modify or delete fields as resources, tasks and clients.

Card 13: Visualisation on HTML Pages

Send your schedule for visualisation in order your colleagues to view the schedule without making any changes on it. Read how to use our visalisation planning tool PlanningPMEHTML.

Card 14: Integration with PlanningPME

You can import some data as clients on PlanningPME. Also, via some tools as our COM object, data synchronisation with external application.

Card 15: Alarms and Outlook synchronisation

Synchronise your tasks and appointments to Outlook. Activate some alarms in order to remind you of some particular tasks.

Card 16: Language and dates settings

You can change the language and switch to French, Spanish or others. It allows you and your worldwide colleague to use one same tool and communicate better.

 

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Documentation updated

by cdeschamps September 23, 2010

Our manual and individual functions cards are now updated with the last updates of version 4.0.3. Wether you need to manage your employees, clients or projects, all you need to know is now available.

 You can have access to all our documentation here: http://www.planningpme.com/documentation.htm

If ever you do not feel like reading all 300 pages of our user guide, you can read only specific topics. You will find below a brief description of each card:

Card 1: Resources Management

You can create as many human and material resources as you want. For each resource, you can specify a different profile, a contract and assign them skills. Also, learn how to optimise the schedule thanks to the resource of the type "To Plan".

Card 2: Tasks management

Learn how to create tasks for one or several resources. You can also customise the fields and colors displayed on the screen, lock your tasks, have a tracking for each task and know who created it and modified it.

Card 3: Options that you can activate within the tasks window

More options are also available while creating a task. You can activate the tasks dependencies, activate clients management. You can also have the percentage of assignment displayed or also a reminder.

Card 4: Skills management

You can add your own skills and assign them to resouces. Then, you find search for skilled resources to complete a job.

Card 5: Clients management

Import your list of clients and assign a client to a job. Have also access to the client view and diplay tasks for specific clients.

Card 6: Vacations and unavailabilities

Track days off of your employees and visualize at a glance who is not in the office. Manage also public holidays.

Card 7: All filters available

Lots of filters can be used in order to display only precise information: display only resources that complete one particular job, change the view and display your appointments on a map, visualise all your clients, projects.

 Read more about our functions cards 8 to 16 on our next post.
 

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New version PlanningPME Web Access

by cdeschamps August 27, 2010

Expected for some times now, the new version of PlanningPME Web Access will be available on Monday, the 30th of August.

From the new features, this version 2.0 now have a cache server. 

What is a cache Server?*

"A cache server is a dedicated network server or service acting as a server that saves Web pages or other Internet content locally. By placing previously requested information in temporary storage, or cache, a cache server both speeds up access to data and reduces demand on an enterprise's bandwidth. Cache servers also allow users to access content offline, including rich media files or other documents. A cache server is sometimes called a "cache engine." 

So, the load speed should be  much faster and the information on the schedule will be updated automatically on real time without any action requested from your side.

 

* Definition extracted from http://whatis.techtarget.com/definition/0,,sid9_gci211731,00.html 

Demo request

by cdeschamps August 18, 2010

Although PlanningPME is an easy-to-use scheduling program, lots of features could help you improve your schedule organisation.

So, stop wasting your time and ask for a free personalised demonstration online with one of our product specialist clicking on this picture below:

This demonstration will last only 30 minutes and you will know immediately wether our products can suit your requirements or not.

 Note that our products can be used for different needs such as:

- Office scheduling

- Rooms scheduling

- Project management

- And more

 

 

 

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Departments creation with users rights activated

by cdeschamps June 28, 2010

When users rights are activated, we advise you to be careful while creating new departments.

Indeed, you could be surprised loosing access to some departments if you are not aware of the way PlanningPME behave.

So, if you created a new department and then, while opening the planning, you do not have access to any departments or you lost the departments "All resources, human resources and material resources", this post is for you! Read it carefully!

 Let's take the example of the user Mary below who have reading access to all departments but have writing access to the Marketing department only.

Users rights

 So, when opening the planning, she can visualise all departments but can only modify her own department:

 Access to all departments

 Department creation

Now, she creates a new department on the planning that we will name "TEST":

 Test-department

 What is then happening on the planning board?

As you can notice below, she now have access to a reduced list of departments: Departments "All resources, human resources and material resources" disappeared from the drop down department menu:

departments listing

Why?

Because by default, on the users rights settings, the new department created will not be selected which means that Mary now do not have access to all departments!

 department-not-selected

How to give access to all departments to my users?

You need to check the new department created on all users profile (Menu Data -> User). This setting can take some time if you created a lot of users!

How to avoid this setting problem in the future?

Only advanced users should be allowed to have the possibility to create a new department when users rights are activated!

So, we advise you to create a group (Menu Data -> Group) who do not have the right to add departments:

 add-department

 

To know more about users management:

- users rights documentation

- other documentation

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Newsletters

by cdeschamps June 15, 2010

PlanningPME is improved on a regular basis from our clients requests. 

Read our newsletters to be aware of those improvements.

 

June 2010: Display the Agenda View of your planning


April 2010: Your schedule on your mobile phone


March 2010: Synchronise your tasks to Outlook via PlanningPME Viewer


February 2010: New product PlanningPME Viewer


January 2010 :  Happy New Year 2010, Speed up performances of your planning, Search for availability button, Improve your tasks management


December 2009: Week Number 53 or not? , End of the support on old versions, Visualise the appointments on your resources on a map!


November 2009:  PlanningPME on YouTube! , Update PlanningPME easily, Mange skills

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Agenda View

by cdeschamps May 27, 2010

In addition to the already existing views (resources, tasks, clients, projects, map), Target Skills now has developed the “Agenda View”. Watch our video below to know more:

 

You can now display precisely the different jobs allocated to your resources.

On the Agenda View, you have the choice between three types of view: daily, weekly and monthly.

You can make a selection of the resources you want to display with the “resources” filter.
From the menu Tools -> Options -> Agenda View you can select different parameters:

-Column width: Select the size of the resource column.
-Time Scale: Select the precision of the display.

-See minutes on the time scale: Select whether you want to see the minutes displayed or not.

Do not hesitate to download PlanningPME trial version or contact us to have the last update of PlanningPME.

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Evolutions version 4.0.3.

by cdeschamps April 29, 2010

As always, from our clients requests, new features are developed in order PlanningPME to suit your requirements better.

Save time with all those new features: 

  Agenda View: New views like in Outlook calendar.
Display of the planning improved New icons, new drop down list to change the view

Filter of the planning by resource: A new filter allows you to filter the planning per resource

Number of visible lines on the planning board From the menu Depuis le menu Tools -> Options -> View, select the number of lines you want to display on the screen. This setting is now customised per user.

List View: New view with the listing of all your tasks on the period of time displayed.

 Evolutions PlanningPME: www.planningpme.com/evolutionsppme.htm

 And also...

 

PlanningPME Web Access was also improved with our new feature Mobile Phone: http://www.planningpme.com/mobile-phone.htm 

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PlanningPME Server Version

by cdeschamps March 17, 2010

Requested by our clients and partners, Target Skills is pleased to present a version adapted to Citrix server and Terminal Server (TSE)

PlanningPME Server Version

For our clients on Terminal Server or Citrix, we highly advise you to take profit of this new version:

- Better response time

- Graphical improvement

- Better navigation in the planning

Contact Target Skills in order to update your version with this new one if you are on Citrix or Terminal server.

 NB: From the 1st of May 2010, only PlanningPME Server Version will be compatible with your licences PlanningPME installed on Citrix or terminal Server.

Synchronise your tasks to Outlook via PlanningPME Viewer

by cdeschamps March 5, 2010

Synchronize your tasks from PlanningPME to Outlook

 via PlanningPME Viewer

As requested by a lot of clients, we now have a new product PlanningPME Viewer.
The difference between PlanningPME licences is that the user do not have any modifications permissions on the planning and the licence is much cheaper.
But viewer users have access to the same interface and all the filters available in PlanningPME.

You will find on our website a video and some more information. http://www.planningpme.com/planning-pme-viewer.htm

One of the big advantage is that your employees can synchronize their tasks with Outlook!!!!
The synchronisation is one way: from PlanningPME to Outlook. So, they can not change anything on the planning.

Prices start from 99€ and decrease with the number of licences.
For example:
1 licence PlanningPME Viewer: 99€
5 licences PlanningPME Viewer: 455€
10 licences PlanningPME Viewer: 871€
Etc…

 Follow this link to make your own quote.

 

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