PlanningPME Web Access - List of versions

PlanningPME Web Access : Find out below the new features of our planning and scheduling solutions


Version 2021

Version 4.7.0.16

Assign a duration to your events

An event created in duration mode is an event whose duration is specified, in days or hours. For events with a specified duration, the end is calculated based on the resource's time profile.

Event in hours Event in hours

Tutorial - Events created in duration

Download report templates

Choose and download our Excel report templates.

Number of hours worked per resource per task per day Number of hours spent per project per month

Download report templates

Customise the colors of the planning columns

The color of the days "First Day" and "Second Day" (settings from Tools -> Options -> Display) is now displayed to the entire column on the schedule for a better visibility.

Customise the colors of the planning columns

Version 4.7.0.14

Manage the working context of your employees (homeworking, hours, etc)

A context is a new type of data which enables to add a background context to the event schedule. A context is represented by a coloured rectangle in the background of the event scheduling.

You can use the context in different situations:
- Define the place where your employees are working everyday.
- Define working hours

Context Management

Tutorial - Context Management

See the appointment place on a map

Facilitate your travels by visualizing the place of intervention or appointment on a map.

See the appointment place on a map

Quickly contact an employee or customer by phone, sms or e-mail

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From the resource or client's file, click directly on the new icons to call, send a text message, send an e-mail or see an address on a map.

contact icon

Use again in a more efficient way the schedule on smartphone and tablet through the new action icone

An icon represented by 3 vertical points makes it easy to use event actions in the index view, the view to mobile devices (smartphone and tablets). It is now easier to call a client, send an e-mail or change an event status for example.

icone contact on smartphone

Define the event status by default

You can define the event status by default. Then, while creating an event, this status will be selected by default.

Event management through the status

Tutorial - Event management through the status

Follow the last connexions of your users on the schedule

From the menu Data -> Users menu, view the date of last connection for each user.

Follow-up of the connexion to the schedule

Adapt the drawing space on the schedule

New option available in the menu Tools -> Options -> View -> Additional drawing space.

Option activated: By activating this option, an empty zone appears above the task. This zone allows you to draw a new task by creating easily layered events.

Adapt the drawing space on the schedule

Option desactivated: The event takes all the height of the line.

Adapt the drawing space on the schedule

Quickly duplicate the colors used on your resources, clients and projects

In order to set up the schedule easily and quickly, it is now possible to copy the text and background color of a resource, a customer or a project by right-clicking on the schedule.

Duplicate the color style


Version 2020 - 4.7

PlanningPME gets a new look

After a few weeks of work, we are happy to share with you that PlanningPME is about to be transformed! New logo, new colours and new product interfaces. We truly hope that you will appreciate this new, more refined and modern design which reflects the PlanningPME values.

New design PlanningPME

New filter to sort resources directly on the planning board

A new filter is now available to sort resources directly on the planning board.

classification of resources in the planning

You can now sort your resources depending on one of the following options:

  • General order defined for all resources (Menu Data -> Resources)
  • Resources order defined for each department (Menu Data -> Department)

Importing data

In order to facilitate the operation and settings of the planning tool, you can now import your own data directly, such as resources, customers and projects. This will allow you to integrate your elements into the schedule and will save you precious time.

Tutorial - Importing data

Option activate categories

From now on, you have the option to either hide or display categories according to your user preferences. To do this, go to Tools -> Options -> Events, option ‘Activate categories’.

Tutorial - Classification of events by category

Hierarchy of org-units: resource management through the organisation chart

The hierarchy of org-units enables the best possible organisation of your human and material resources.

  • Create the organization chart of your company
  • Easily define the composition of each department
  • Define the display order of your resources per department
  • Easily search among your resources

Organization chart - Hierarchy of org-units


Filter one or more resources

Thanks to the "resource" filter available in your online planning application, you can quickly filter data that appears on the screen to display the planning of one or more resources (human or material).

Simplified management of your resources time profiles

Manage time profiles with the new “Time profiles” menu.

Slots

Then, in the “Resource” window, select the time profile to be assigned to the selected resource.

Time profile to be assigned


Tasks and unavailabilities status

For each status assigned to an event, a colored visual mark displays on the left handside of the rectangle on the planning area according to the parameters you would have set beforehand.


Assigning a project to one or several departments

You can now work on a project common to several departments.

Assigning a project to one or several departments


Customizing the tasks list per department

You can now define specific tasks for each department.

Customizing the tasks list per department

Thus each department can define its own list of tasks and will not see the labels that do not concern it.

Customizing the tasks list per department


Customizing the interface with your own labels

For each language, you can now customize the labels to be used in the interface.

Customize labels and formats


Customized columns display

You can choose which columns you want to display and their order:

  • clients
  • Resources
  • Projects
  • List View
  • History
  • Search

Customized columns display

New display : 2 weeks view

You can choose which columns you want to display and their order:

View 2 weeks


Rights refined on projects, resources and customers

You can choose which columns you want to display and their order :

  • clients
  • Resources
  • Projects

Rights refined

To improve ergonomy, menu Data and Tools have been reorganized this way:

Navigation- Web Access


Version 2019 - V4.4.1

Your PlanningPME account

The PlanningPME account is a user account that gives access to the various services offered by Target Skills via a unique address and password. For example, you can have direct access to PlanningPME Web Access.

How do I create an account?

Online services - My account - PlanningPME


Inviting users to the schedule

When initially setting the schedule, the setup wizard allows you to create and invite new users. You can also access this screen by clicking on the sharing icon in the top right-hand corner of your schedule.

Tutorial - Invite

schedule invitation wizard


Project window - 3 new additional tabs

You can now create 3 new tabs in the project window.
To better adapt the schedule to your needs, you can now create up to 3 additional tabs with as many customized fields as you want.

Project window - 3 new additional tabs


Privacy: Possibility to hide text on absences and days off

For confidentiality purposes, a new "Description" / "Public" option is available in the groups, enabling to hide the text on the rectangle representing an event or unavailability / absence.

Privacy: Possibility to hide text on absences and days off


Calculating the event duration in hours and days

Option count all hours
This documentation explains the logic of hours calculation used in the planning relying on several criteria such as the profile of the resource, the events in hours or days and so on.

Tutorial - Calculating the event duration in hours and days



Electronic signature

Signing an event in your schedule is very easy. For example, when a technician has finished an event, he can have his client sign in just a few seconds. Whether from your laptop, smartphone or tablet, the electronic signature is possible any time.

Tutorial - Electronic signature

API

Run queries on your schedule with the PlanningPME API. The PlanningPME secure API (from "Application Programming Interface") now allows you to read, write, modify or delete data from your PlanningPME application via programming.

Documentation - API

API

Creating Excel reports: 2 base templates

A new template is now available to generate your first reports.

Tutorial - Creating Excel reports

Creating Excel reports

New design

The graphics have been redesigned to bring clarity and lightness to the schedule.

New design

Differentiation between events that can be modified or not

Events that can not be modified on the planning board appear in transparency compared to events a user is allowed to modify.

Tutorial - User access management

New design

Search on new fields

The search function accessible with the magnifying glass located at the top right of the planning is now run on new fields: personalized fields of the type: choice, comment, hyperlink, link and text, address field, city and postal code of the customer or location of the event.

Tutorial - Search

The Search function

Differentiation Events in whole day or in number of hours

The frame is full or highlighted when you move the mouse over it.

Tutorial - Event scheduling

New design


Your planning is accessible from all your devices!

Whether you're in the office, in transportation, or home, our online planning application follows you everywhere. Mac, Windows, Android, and iOS compatible, it facilitates creating a telecommuting schedule.

Tutorial - Create your online planning

View adapted to smartphones and tablets: the Index view

Index view is an operational view particularly adapted to mobile devices as smartphones and tablets: planning data are displayed in a clear way.

Tutorial - View adapted to smartphones and tablets: the Index view


Intuitive typing (autocompletion)

Predictive typing is now included on all drop down list while creating a task in order to save time. The number of loaded labels on the drop down list can be changed by the Admin if needed.
Tutorial

Filters

Filters have been improved with multi-check boxes and a search zone in order to filter data and find easily a client, a skilled resource etc…

Slots

Assign weekly hours to your resources

Follow the jobs done for each resource, client or project

A new tab on the resource, client and project window shows the list of past and future tasks.

Assign skills to a task

Adequacy of skills

Tasks tracking by resource, client and project

A new tab "History" show the creation, modification of a resource, a client or a project

Task category

With a right click on a task you can change its category in no time.

Customize Profile

Change the way your planning displays according to your preferences (color, language).

Display only available resources

Force the creation of a task: The task can be created even if a resource is not available or is not skilled.

Task locking

 

Tasks to plan

Tasks are always visible on the schedule until they are allocated to a resource

Monthly recurrence

You can now define a new kind of monthly recurrence: For example, you can create a meeting every first Monday of the month