PlanningPME Desktop - List of evolutions

The scheduling and availability search assistant for one or more resources is a powerful tool developed to optimise time and resource management within an organisation.
It allows users to easily schedule tasks, appointments or projects by quickly finding available slots for one or more resources, whether employees, meeting rooms, or equipment.

New Custom Field Type : The "Multiple Choice" custom field type is a feature that allows users to create fields where multiple options can be selected simultaneously.
This field type is ideal for situations where a user needs to choose multiple items from a predefined list, such as selecting multiple pieces of equipment for an installation.

New date formats displaying the day have been added to better organise activities and coordinate schedules based on each day's specific habits and availability.
By including the day of the week with the date, for example "Mon 26-Aug-24", the user can more easily locate events in time.
To change the date format, go to the menu Tools – User profile – Short date.

Showing a field label in an event description means embedding the name or label of a specific field directly into the detailed description of the event.

This allows you to provide additional and contextual information about the event, such as the field name in front of a custom field of type "number", the field name of a “comment” field or any other relevant data associated with this event.
By including these labels, users can quickly identify key details without having to open the event, improving the clarity and efficiency of event management.

A “Preview” button has been added when creating custom fields

The position preview of custom field is a feature that allows users to graphically see where custom fields will appear in the event's "General" tab
This preview makes customisation easier by providing an overview of the organisation and layout of fields, helping to ensure that all information is laid out logically.

The tab navigation list is a feature that allows users to easily navigate between different tabs in a side menu

You can now create indicators for event status and contexts.
For example, you can display the number of people working remotely over a day. You can also have indicators to track “Not Completed” or “Cancelled” tasks for example.

New custom project fields are now available : “Project deadline,” “Duration completed,” and “Quantity.”
. Project due date : This field allows you to define the deadline by which the project must be completed.. It is essential for planning and meeting deadlines, helping teams organise their work according to priorities and avoid delays.
. Duration achieved : This field records the time actually spent working on the project.. It is useful for assessing team efficiency and comparing time spent to planned time, which helps identify gaps, adjust strategies and improve resource management.
. Expected duration : This field indicates the estimated time to complete the project before it begins..
It serves as a reference for initial planning, helping to set realistic expectations and ensuring that resources are properly allocated to achieve objectives within the set timeframe.

These custom fields allow for more precise and tailored project management, providing detailed and relevant information for monitoring and analysis.

At the request of our customers, a number of changes have been made to the online schedule.

. Quick modification of a custom "choice" field : To save time, you can quickly modify an custom "Choice" field by right-clicking on the task.
. Additional checking of resource availability : By default, if a resource is already occupied by a task or an unavailability, an alert message appears to prevent scheduling conflicts.. You have the option to give an additional restriction and have the alert message appear only if the resource is busy with an unavailability and not a task.
. List view saved in registry : When a user exits the schedule on the list view, this view is retained the next time the schedule is launched.
. Size of the custom field "Client Equipment" can be expanded : The "Client Equipment" custom field expands when you expand the Event window.
. Z-A sorting for custom fields of the type "Choice" : You can now list this type of field in descending alphabetical order.
. Number of additional signature fields : Need to sign an event multiple times
The number of additional fields of type "Signature" is now unlimited within an event.
. User history : From the Tools - History menu, it is possible to know the history by user
. Selecting a set of related tasks : It is now possible to select a set of linked tasks and then move them forward or backward.
. Deleting lines in task templates : It is now possible to delete rows in task templates

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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 organisation chart of your company
• Easily define the composition of each department
• Define the display order of your resources per department
• Assig 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 coloured 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 customise the labels to be used in the interface.

For each event displayed on the planning area, you can specify a colour 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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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 customised 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 colour 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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