Blog PlanningPME

Easy-to-use resource scheduling software

Create departments

You have the possibility to create departments, e.g. marketing department, account department, sales department…From your general schedule, you can filter the schedule of only one department for a better visualization.

To create departments, go to the menu Data -> Department. 

 

The following window appears :

 

Then click on "add" to enter the names of your departments and select directly from this window the resources belonging to this department 

Then to filter your schedule, select the department you want to appear on the screen :

Only the resources belonging to the sales department appear on the screen!

Now you will have a better understanding of your department planning !

Import clients via VB scripts

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.

Customized mission sheet to print a task

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

Tip of the Week Excel Reports

Do you want to make and update reports
to track the time of your employees easily?
 

A powerful feature of our planning software PlanningPME is the possibility to make reports via Excel Pivot Tables. 

Here is an example of reports:

All the data regarding resources, clients, projects, tasks, unavailabilities can be exported to Excel in order to have precise reports.

You can then have the number of days off for each employee, the time spent on each task, the number of days per client...

Do you know that you can save up to 10 templates in PlanningPME? Indeed, once your different templates created, you will just need to update them regularly selecting the dates in Pivot Table interface of PlanningPME.



 

Videos of our products

Do you want to have a quick view of our different solutions?

Then, just relax and click on the different links below to have a clear understanding of our different planning solutions:


 

Video 1: scheduling software PlanningPME
   
 
 
 
Video 2: add on for visualization PlanningPMEHTML
 
 
 
Video 3: online planning solution PlanningPME Web Access

 

Unset Password in MS Access

Unset Password in MS Access

I have the error message "Password Required" when I try to open PlanningPME with MS Access or the message "Invalid password" when opening PlanningPMEHTML or when I try to compact PlanningPME

    


On some versions of PlanningPME, a password protects the database PlanningPME.

 

Scheduling software PlanningPME

Target Skills Presents PlanningPME©,

A Fully Customizable and Easy-to-use Scheduling Management Tool

French software manufacturer Target Skills is attuned to the needs of small and large companies alike and is proud to present its software, PlanningPME©. This multilingual (French, German, English, Dutch, Italian, Spanish, Portuguese and Swedish) scheduling management tool is highly adaptable and, therefore, suitable for use by all types of companies. With PlanningPME©, your company can finally eliminate unnecessary paperwork and cumbersome scheduling boards. In addition, modifications will no longer result in endless cross-outs and corrections. 

The software enables companies to manage scheduling easily and provides an accurate global view of human and material resource use in real time in just one click. Target Skills has made a downloadable trial version of PlanningPME©available for free at www.planningpme.com. The website includes several pre-set schedules (by type or by sector) as well as a range of simple, detailed function cards.

 

The PlanningPME© tool is suitable for a variety of business situations due to the high level of adaptability that has been built in to the software. Work days and shifts may be personalized and additional fields may be added. It is also possible to import existing databases.

With its high performance levels and user-friendliness, PlanningPME© makes it possible for any company to organize and consult resources (employees, subcontractors, vehicles, machines, facilities, etc.) and business activities (tasks, appointments, customer projects, periods of unavailability) while eliminating the need to enter information more than once.

The tool offers a number of advantages, including a user-friendly graphical interface, a wide range of available functions such as searchable human and physical resource availability (tasks to complete, schedules, appointments, scheduled operations, calculation of hours worked, absences due to yearly vacation, etc.), and the use of filters, which enables you to display only the schedule of a particular customer or project. In addition, the dual schedule/agenda function makes it possible to manage long-term projects as well as one-off events.

The “synchronization” function may be used to generate an HTML version of a given schedule. Regardless of where they are located, employees and partners can consult and print schedules in real time. The constant updating of scheduling information and a unique “locking” feature that ensures a given user may not make changes to a task while another user is in the process of making changes eliminates double-bookings. 

PlanningPME runs in Access and offers compatibility with various Microsoft Windowsâ versions (Windows 95, 98, 98 SE, NT4, Millennium, 2000, XP). The software is also compatible with Oracle, MySQL, and SQL-Server. PlanningPME can also be used with the agenda feature in Outlook and with dynamic tables in Excel.

The software also offers local or remote network solutions subject to personalized feasibility studies by Target Skills.