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Outline:Cards listing (93Ko)
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Handbook:All cards in one document (6834Ko) |
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Card n°1:Create resources (218Ko)
How to create human resources (employees) and material resources
(rooms, transports, shared equipment)?
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Card n°2: Create departments (257Ko)
How to create departments (Sales, Technical department…) in
order to filter the schedule by department?
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Card n°3:
Create skills and affect them (257Ko)
Affect skills to your resources in order to assign them specific
tasks or to search for their availability easily
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Card n°4:
Create tasks (225Ko)
How to create tasks entering the label and color but also,
if necessary, skills and hours for each task.
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Card n°5:
Create clients (345Ko)
Create your clients database and link your tasks to your clients.
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Card n°6:
Create teams (217Ko)
Group employees on a same team in order tasks to be automatically
affected to all team members.
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Card n°7:
Users rights (252Ko)
Give a users specific access to the schedule.
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Card n°8:Task category (268Ko)
Give your tasks categories and filter the schedule per category
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Card n°9:Task description (172Ko)
Customize tasks display choosing to display fields you want
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Card n°10:
Create unavailabilities (221Ko)
How to create unavailabilities (Days off, Illness…)
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Card n°11: Create additional data (279Ko)
You can create new tabs on your clients, resources and tasks
windows! On those new tabs, you can create additional data
depending on your needs.
So, you can customize PlanningPME.
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Card n°12:The software language (174Ko)
You have access to several parameters as the software language,
the monetary symbol, the label task, the hours and dates format
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Card n°13:Synchronization (1287Ko)
Daily, you can send your schedule to your local network via
HTML pages in order all your employees to visualize the schedule
for free.
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Card n°14:
General display of the schedule (288Ko)
Change the general display of your schedule changing police
size and type, the number of resources displayed on the screen,
the days color, the maximum height of a line.
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Card n°15:Search for availability (174Ko)
You can search for the availability of your resources in order
to assign them a task of certain duration, at a certain date
depending on their skills.
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Card n°16:
Printing (297Ko)
You can print different type of schedules: Graphic schedule,
Operational schedule per resource, Daily schedule, Operational
schedule, Statement of unavailabilities
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Card n°17:
E-mail sending from PlanningPME (195Ko)
When you create or modify a task, you can send an email to
your resources concerned from PlanningPME.
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Card n°18: Create typical slots (270Ko)
In just one click, you will enter pre-registered task hours.
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Card n°19:
The status bar (131Ko)
You can visualize your schedule in the time (daily, weekly
views…), from a date chosen. You can also extract departments
from your entire schedule or extract the schedule depending
on the tasks category.
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Card n°20 :
The filter bar (189Ko)
You can extract from your schedule resources having specific
skills but you can also extract specific tasks, unavailabilities
or tasks of specific clients.
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Card n°21:
The " Search " function (175Ko)
Find out easily your tasks thanks to keywords!
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Card n°22:Copy Paste the activity of a resource
(149Ko)
When several of your resources have the same schedule, you
can copy the activity of a resource and paste it to another
resource.
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Card n°23:Import fields (228Ko)
In order you not to enter your fields one by one, you can
import fields (clients, tasks and unavailabilities) from format
text files ( files .txt).
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Card n°24:
Statistics (210Ko)
With PlanningPME, you can have access to several types of
statistics:
·Tasks or unavailabilities statistics
·Statistics per resource, per task or client
·Statistics in hours or in days
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Card n°25:Synchronization with Outlook (321Ko)
PlanningPME is compatible with Outlook.
When a task is created on PlanningPME, it can be automatically
synchronized with Outlook.
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Card n°26:Task length (312Ko)
When you affect a length to a task, PlanningPME will calculate
cleverly the ending date taking into account your resources
slots.
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Card n°27:Task locking
You can lock your tasks by two different ways: You can forbid
creation and modification of tasks prior to the present day
and/or tasks can be locked one by one
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Card n°28:Options available on the Task window
This function allows you to do the set-up of your software
in function of your activity : You can choose if you want
to:
- Display the task color in function of the task label, the
client or the task category
- Display the tabs « billing » or « parameters » in the «
Task » window
- Affect a percentage of assignment
- Link a client to the task with additional options
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Card n°29:Create slots profiles and work contracts
You can create different slots for each employee. You can
also enter a contract of employment for each employee (full
time…)
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Card n°30:Pivot Table
With Pivot table, you can make reports on your data saved
on PlanningPME creating specific tables.
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Card n°31:Create a periodical task
A periodical task is a task that is repeated on the time at
regular intervals.
You can create recurrent tasks in order to save time. The
function “Recurrence” will help you manage monthly meeting,
yearly appointments…
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Card n°32:Create a multi-resources task
You can assign a task to several resources at a glance!
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