Plug in creation

by cdeschamps July 8, 2009

Steps to create your plugin

Now that you know why having a plug in in PlanningPME, here are the technical steps to follow.


1 – Register the PlanningPME.dll
C:\windows\system32\regsvr32.dll PlanningPME.dll


2 – Create the plugin with Visual Basic
Choose the name of your object : here : Project1

plug in project

Choose the name of your class
Here : Projet1.plugin

plug in class

Register the dll PlanningPME in your project

plug in register

Insert your code
Const BN_CLICKED = 0
Const WM_COMMAND = 273

Option Explicit

Implements PlanningPMEPlugin

Private Sub PlanningPMEPlugin_InitializeControls(ByVal Controls As PlanningPMEControls)

    Dim Control As PlanningPMEControl
    Set Control = New PlanningPMEControl
   
    Control.Caption = "My Button update Task"
    Control.ID = 5000
    Control.x = 350
    Control.y = 50
    Control.Height = 20
    Control.Width = 150
    Control.Type = PpControlPushButton
    Control.When = PpWhenUpdate
    Control.Destination = PpDestinationDoTask
   
    Controls.Add Control
   
End Sub

Private Sub PlanningPMEPlugin_OnEvent(ByVal Context As PlanningPMEContext)
    If Context.Context = PpContextMessage Then
        If Context.Loword = 5000 And Context.message = WM_COMMAND And Context.Hiword = BN_CLICKED Then
            MsgBox "BN_CLICKED task Key = " & Context.Key
        End If
    End If
  
    If Context.Context = PpContextTrigger Then
        If Context.When = PpWhenInsert Then
            MsgBox "Trigger Insert task Key = " & Context.Key
        End If
        If Context.When = PpWhenUpdate Then
            MsgBox "Trigger Update task Key = " & Context.Key
        End If
    End If
   
End Sub

 
Compile your project
 
3 – Register your plugin
C:\windows\system32\regsvr32.dll plugin.dll
4 – Indicate in the PlanningPME register database (HKEY_LOCAL_MACHINE) the name of your plugin

Name : Plugin and Value : Projet1.plugin


5 – Launch PlanningPME
A new button in the task window will appear

plug in button

Keywords:

Filed Under: Integration

Software plug in

by cdeschamps July 6, 2009


PlanningPME allows you to create a plugin

Why a plug-in?

- In order to insert controls (button) in the PlanningPME interface and associate actions


- In order to make automatic actions for example add a task 

 

Who is able to make a  plug-in PlanningPME ?

- A developer expert in Visual Basic or Visual C++ or C#

Plug-in example:

 

Next more technical Post: How to create a plug-in in PlanningPME?

Keywords:

Filed Under: Integration

Script visual basic

by cdeschamps April 21, 2009

Synchronize your data via Visual Basic Scripts developed by Target Skills

Do you want to avoid typing all your data on resources, clients, tasks and projects?

Then, ask Target Skills for some specific developments or integration in order to save time.

Examples of integration via Visual Basic scripts:

Visual Basic Script

A lot of possibilities of Import and synchronisation for those fields:

- Resources

- Clients

- Tasks

- Projects

 

 

 

 

Related Posts:

- Import your clients via VB scripts

- Integration

 

Keywords:

Filed Under: Integration | PlanningPME

ERP Navision

by cdeschamps April 9, 2009
Have a good planning tool integrated with your ERP Navision
Many companies know the problem of a simple, easy-to-use resource planning.

Often these companies work with wall-mounted planning boards or planning in Excel® and a lot of communication is necessary to get the right resource at the right job.

On the other hand, nowadays many companies work with Microsoft Dynamics ERP solutions to optimize their back-office procedures and to integrate their business processes in one integrated application.

Some partners offer worldwide those links between PlanningPME and NAV.

Combination of the best of both worlds:Planning software PlanningPME and ERP Planning Navision

 



TriPlan+ combines the best of both worlds: projects, resources, clients etc. from your NAV database can be planned efficiently in the easy-to-use and flexible scheduling software of PlanningPME

Because of the multi-user architecture, it is possible to work with multiple planners in real time so everyone is constantly up to date.

And for employees or external people who need to have access to the planning, we have the possibility to plan/view via internet.

To know more about this integration, have a look at our page on Navision integration.

PlanningPME can be easily integrated with other ERP softwares:

- Integration PlanningPME

- Object Model PlanningPME

 


Two ways synchronization between Outlook and the planning

by cdeschamps March 19, 2009

Complete integration between PlanningPME and Outlook!

Look at these two ways synchronisation between Outlook and the planning

 

 

We can now synchronize both Ways:

- From PlanningPME to Outlook

- From Outlook to PlanningPME

 

All tasks on the planning will be synchronized automatically!

Read the full documentation about Outlook synchronization with the planning

Keywords: ,

Filed Under: Integration | PlanningPME

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.

Import clients via VB scripts

by cdeschamps January 30, 2009

Do you want to import and update all your clients easily without having to enter all clients manually in PlanningPME?

This post is dedicated to our partners. In order to download the scripts, please contact your Target Skills contact to have the keys.

Save time imported all your clients data in PlanningPME clients card :

 

You can synchronise your clients from any clients database to PlanningPME via Visual Basic scripts.

Here is an example of cliets data you can import from a MS Access databse to PlanningPME:



It can also be an Excel file like this one below:

 

Interested in knowing more? Contact us and we will provide more information.

Keywords:

Filed Under: Integration | PlanningPME

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