PlanningPME Desktop - List of versions

PlanningPME ORION

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.

The loading performance of the schedule has been significantly improved, allowing you to plan even faster.

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

Tutorial - Context Management

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

Tutorial - Event management through the status

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.

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

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

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

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)

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
• Assign time profile to a whole department with a single click
• Easily search among your resources

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

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

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.

Tutorial - Event management through the status

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

You can now define specific tasks for each department. Each department can define its own tasks list and thus won’t see the labels it’s not concerned with.

The list of tasks (Data Menu -> Tasks) has been improved: you can now directly see additional information such as skills, schedules, departments.

Assigning several resources to an event is now made easier thanks to an ergonomic and user-friendly selection box.

Each user can now define on his own the password he uses when accessing the planning.

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

For each event displayed on the planning area, you can specify a color code that enables a quick tracking of planned vs achieved.

For each event, you can specify a completion percentage. A vertical dotted line shows the completion percentage.

From now on you can preview the rendering of an event in the schedule according to your defined parameters.

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PlanningPME LEO

When you move an event from the "To plan" panel area to a resource, a windows might display, asking you the duration of the task you want to schedule. This option is useful in the management of projects or long lasting tasks that needs to be split.

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.

If you select a task with assigned skills, you can now filter resources by skill directly on the event.
Pre-configuration: skills are assigned to resources and skills are assigned to the task's label.

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.

A new option "Adjust the height of the line automatically" is available. When an employee does multiple tasks at the same time, the height of the line will increase on the schedule to enable better visibility.

In order to easily and quickly set up the schedule, it is now possible to copy the color of the text and the background of a resource, a client or a project and apply it on several resources / clients / projects all at once.

You can select fields / columns you want to display in the research window as well as the year the query should be run on.

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