How to synchronize PlanningPME with your Outlook or Google Calendar? - Enterprise Version

Synchronise the schedule of one or more employees and even the schedule of a specific room or equipment with your Outlook or Google Calendar.
With the Enterprise version of the PlanningPME online planning application, synchronising the events of one or more PlanningPME resources with your Outlook or Google Calendar becomes easy!

This synchrisation of one or more PlanningPME resources with Outlook or Google Calendar is available in the Enterprise version of PlanningPME and can be set up by each user according to their user rights. Each user of the schedule will be able to synchronise the schedule of the resources he can consult in PlanningPME with his Outlook or Google calendar by following the steps listed below.

Outlook : A Microsoft 365 account

Google Calendar : A personal or professional Google account

If your user is part of a corporate directory such as Google Workspace or Microsoft Entra, additional settings will be needed in your infrastructure to enable synchronisation.

Calendars synchronised with Google Calendar

One or more calendars are created in Google Calendar. If there are several calendars, they are overlaid and the colour of the tasks corresponds to the colour assigned to the resource's calendar.

Calendars synchronised with Outlook

One or more calendars are created in addition to your main Outlook calendar. The colour of the events corresponds to the colour assigned to the calendar of a resource.
You have different possibilities to display several calendars at the same time in Outlook: side by side mode, overlay mode.

One-way synchronisation

Synchronisation is done in one direction: synchronisation of events is done only in the direction of the PlanningPME application to Google Calendar or Outlook. The master software is PlanningPME.

Add, modify and delete an event from PlanningPME

Addition: All events (tasks and unavailabilities) created from PlanningPME are created in the remote calendar.

Modification: The master software being PlanningPME, to modify an event, you must do so from the online software PlanningPME.
To facilitate editing, a link to the PlanningPME event is sent in each synchronised event of the remote calendar, so to edit the event, just click on the link.

Deletion: All events (tasks and unavailabilities) deleted from PlanningPME are deleted in the remote calendar.

Choosing information sent in Outlook or Google calendar

You can choose the fields you want to see in the comment area of Outlook and Google Calendar events from the menu Tools -> Description -> Google Calendar / Microsoft Outlook in the PlanningPME application. For example, display the full address of the appointment, and/or the status of an event and/or any customised field.

Stopping synchronisation and deleting the remote calendar

Each calendar user can choose to stop synchronising to the remote calendar anytime. To do this, from the “My calendars” menu, click the “Delete” button on the remote calendar you want to stop synchronising. When deleting, you have the choice to delete the remote calendar that was created by PlanningPME or keep it.

Right to synchronise with Outlook and/or Google Calendar

At the user group rights level (Data Menu -> Group), you can choose whether the user can synchronise PlanningPME with Outlook (My Calendars / Microsoft Outlook) and/or Google Calendar (My Calendars / Google Calendar).

Which resources can a user synchronise?

In user rights settings (Data Menu -> User), you can choose the services for which each user has a read-only right. Once this is done, the user can synchronise all the resources that are part of the service(s) he can view.