The Search function
Several search types are available in PlanningPME Web Access to ensure that you can rapidly find the information you seek in the scheduling system.
Search function
Find the events you are looking for with the ease of keywords. Enter directly the keyword in the search field in the upper right-hand part of the screen.
The search is carried out on all the events in the scheduling system irrespective of the time period displayed on the screen. To cancel the search, delete the keyword and press the "Enter" key.
Searching for resources, clients and projects from the system’s scheduling space
Enter the letters in the filter field and press the "Enter" key on the keyboard.
Lines in the schedule will be filtered according to the view currently in place. For example, with the client view active, only clients with the specific combination of letters will be displayed.
To delete your filter, delete the text and press the "Enter" key.
This option is compatible with the other scheduling filters. Combining the filters and displaying targeted information means your schedule is optimized.
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- Make and have access to your online schedule
- Manage resources and facilities
- Schedule events, appointments and leaves
- Import your data into the scheduling tool.
- Customize information displayed on the task
- Select time scale periods and filter data
- Create users with specific access rights
- Make your daily activities easy-to-schedule thanks to those features
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- Advantages of online scheduling
- Logging into the software
- Introducing the software interface
- The different types of schedule views
- Views by period
- Filters
- Search
- The menus
- Scheduling space: creating events and absences
- Vocabulary used in the scheduling software
- Import your data into the scheduling tool.
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- Definition
- Activate the contexts
- Customize your context list
- Create contexts on the schedule
- Modify / Cancel / Copy a context
- Creation of events within a context
- Select the information displayed on the schedule
- Filter the schedule by context
- User access management
- Rename "Context" with your own words
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- Why use the “client” function?
- How to activate the "Clients” function in PlanningPME Web Access
- Adding, modifying and deleting clients
- Associating a client with a task/Assigning a client to a task
- Creating, viewing or modifying a client record in the working window
- Client views and filters
- Importing your client database
- Auto-completion: intuitive data entry
- Access rules defined by user
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- Overall view of the various types of field available
- How to create personalized fields
- Available options when creating additional fields
- Custom fields specific to project management
- A closer look at client equipment
- Creation of the new supplementary field « Signature»
- Selecting information displayed or distributed
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