How to synchronize your planning with Google Calendar?
To keep your resources informed in real time about their appointments, servicing work, dates of leave or any other event, just share the schedule with Google Calendar.
When creating or updating an event in your schedule, it will automatically be shared and synchronized in Google Calendar.
Follow the steps below to enable each user with a Gmail account to automatically get data from PlanningPME Web Access in his Google Calendar.
Setup and permissions in Google Calendar
Add a new calendar
To begin with, connect to your Gmail account (in this example firstname.lastname@example.org), add a new calendar in your Google Calendar account and name it for example "PPMEWA - Barbara".
Share the calendar with specific people
To be able to import events in Google Calendar from PlanningPME Web Access, you must share your calendar following the steps below.
- 1 - Select the new calendar "PPMEWA - Barbara"
- 2 - Click on "Share with specific people"
- 3 - Click on "Add people" and enter the e-mail address provided by our Target Skills Team.
Should no sharing e-mail address have been provided to you, just enter your e-mail address below in order to receive it:
Setting up Google Calendar in PlanningPME Web Access
Setting up each resource
In PlanningPME Web Access, open the resource card whose schedule you want to share and open the "Google Calendar" tab.
The CalendarID information is to be found in Google Calendar. In the "PPMEWA - Barbara" calendar of your Google account, click on the "integrate calendar" item.
Copy the CalendarID and paste it in the "CalendarID" field of PlanningPME Web Access.
"Update from… to…" field
To activate the synchronization, select the period you want to synchronize by entering a start date and an end date and click on "Synchronize now". Events in this time frame in PlanningPME Web Access are sent to Google Calendar.
Synchronizing appointment scheduling, employee's events and leaves
Which appointments and events are synchronized?
Once set up carried out as described above, whenever an event is added, updated, or deleted in PlanningPME Web Access, it is automatically exported to the resource's Google Calendar. The synchronization of the data is in real time, whatever the period initially chosen.
This is a one way only synchronization: from PlanningPME Web Access to Google Calendar. If you change an event in your Google Calendar, it will not be updated in PlanningPME Web Access.
Selecting fields to be synchronized
You can chose the fields you want to send in the event from the Data -> Description -> Google Calendar menu.