top
  FR   ES   DE   NL   IT   SE
PlanningPME

Contact us

pix

Tutorial PlanningPME Mobile

Mobile application for iPhone, iPad and Android

Contents
1 - Introduction
2 - Versions available: iPhone, iPad, Android
3 - Connexion to a template or connexion to your own data
4 - Settings and menus
5 - Views available of the planning; daily, weekly, monthly, list
6 - Selection of the resources displayed
7 - General information and visual settings of the application: synchronisation frequency, display of the schedule, performances etc...
8 - Create, modify or delete a task
9 - Create, modify or delete an unavailability
10 - Create users with different permissions
11 - Select the fields displayed within the task box
12 - Special advanced features for the mobile version: assign a signature to a task, check time in and out for each appointment, upload a file

1 - Introduction

Requested by many clients, PlanningPME now have its mobile version. Have a look at this demo videos that present rapidly the mobile application on iPhone and iPad:

NB: To use PlanningPME with your own data, you will need to have one licence PlanningPME or the application PlanningPME Web Access. To host your personal scheduling data, 2 solutions: either you host your database on your own web server or we can host your database on our web server. See pre-requisites that your web server must have to host the application within your company.

2 - Versions available: iPhone, iPad, Android

PlanningPME Mobile is available on iPhone, iPad and in Android soon.
You can already download the iPhone and iPad version of the mobile application for free on the Apple store from here:

The Android version will be available shortly.

3 - Connexion to a template or connexion to your own data

After downloading the mobile application, you just need to click on the PlanningPME icon.

Then, you will have the possibility either to connect to a planning template or to your client account.

3.1 - Connexion to a template

Select your example from the list and then, click on "Done".

For the templates, by default, you can connect with the user "admin" without any password.

3.2 - Connexion to your client account

First, you will need to contact Target Skills to subscribe the mobile access application. Then, you will be provided a login and a password. From the connexion window below, select "Client Account".

Then, enter the client login and password provided by Target Skills.

Last, connect to your planning with the user login and password created from PlanningPME or PlanningPME Web Access.

4 - Settings and menus

NB: All the settings on the users rights will be done either from the desktop version PlanningPME or from the web application PlanningPME Web Access.
Indeed, from the mobile application, you can not manage the users permissions. You can not either add, modify or delete resources on the planning board. Find below the list of the different actions you can perform from the mobile application.

Icon to select the views of the scheduler Menu to select the views of the scheduler Chapter 5
Menu to select the resources to display on the planning Menu to select the resources to display on the planning Chapter 6
Menu to do some general settings Menu to do some general settings Chapter 7
Menu to create a new task or a new unavailability Menu to create a new task or a new unavailability Chapter 8

5 - Views available of the planning

You can display several type of views on the planning board: List view, daily planning, weekly planning or monthly planning clicking on the icon below at the left bottom corner of the application.

Click on the pictures below to enlarge them and have a overview of the different schedules.

List View Daily planning Weekly planning Monthly planning
List view of events on PlanningPME Mobile Daily schedule on PlanningPME Mobile Weekly schedule on PlanningPME Mobile Monthly schedule on PlanningPME mobile

6 - Selection of the resources displayed

You can select the resources you want to display on your mobile or tablet. Just click on the icon below and then, select the resources you want to see.

7 - General information and visual settings of the application

You can define several parameters to optimize the visualisation on the planning board. You can also have access to the performances of your planning.
List of the different settings you have access to:

Connexion Menu Data See chapter 3
Menu Data Menu Data Synchronize: You can synchronize past events: if you select 2 weeks for example, events older than two weeks will nto be synchronised.
New data: You can select the refresh frequency for tasks and unavailabilites: from every minute to every hour or manually.
Menu Performances Menu Data You can follow performances of the the planning: number of tasks, resources, clients and projects loaded, time to record an event, time to display the planning on the device, volume of the database.
Menu Views Menu Data You can optimize the view of the planning according to your needs. Indeed, for each view (daily, weekly, monthly, list view) you can define the size of the text a,d the precision of the columns. For example, if your tasks are one hour duration, you may want to have a precision of 1 hour. If you tasks last one day, then you will need a precision of one day only.
Menu Days and hours Menu Data Hours: Select the beginning and end hour of a tiypical day.
Days: Select the first day of the week, the days for the week-end and wether you want to hide or not the week-end.
Version Menu Data Version you are using

8 - Create, modify or delete a task

On the schedule, a task will be represented by a colored rectangle. To create a new task, select the "+" icon and then "Task" or hold your finger on the planning board.
task window creation

8.1 - Task creation

Select "Task" and then enter the information for this new task: Label, clients, Resource, Beginning and End dates and hours, Category, Comments and all extra fields you created. Then, press "Done" and your new task will be created on the schedule.
task window creation

8.2 - Task modification or deletion

To modify a task, hold your finger on the task on the planning board. The details on the task will open:
task modifixation or deletion

You can then change the data within the task and press "Done" or delete the task via the red button "Delete".

9 - Create, modify or delete an unavailability

On the schedule, an unavailability will be represented by a colored rectangle with hatchings. To create a new unavailability, select the "+" icon and then "Unavailability".
task window creation

The way to create, modify and delete an unavailability is the same as for tasks. See previous chapter.

10 - Create users with different permissions

You can create several type of users with different permissions from the desktop application PlanningPME or from the web application PlanningPME Web Access. The creation of users is only possible from one of those two applications, not from the mobile version directly.

10.1 - Create users from the scheduling software PlanningPME

Version 4.0.6. is compatible with the mobile version. To check your version, go to ? -> About PlanningPME.
To create a new user in PlanningPME mobile, do not forget to select the box "Mobile Access" from the menu Data -> User.
Users creation from PlanningPME

Then, while connecting to the mobile application, you can use the login and password you created. The rights to add, modify or delete tasks and unavailabilities will be applied.

10.2 - Create users from the online scheduling application PlanningPME Web Access

Version 2.1.3. is compatible with the mobile version.
To create a new user in PlanningPME mobile, do not forget to select the box "Mobile Access" from the menu Data -> User.
Users creation from PlanningPME Web Access

Then, while connecting to the mobile application, you can use the login and password you created. The rights to add, modify or delete tasks and unavailabilities will be applied.

11 - Select the fields displayed within the task box

You can select the information you want to have on the box that represent a task either from the application PlanningPME or PlanningPME Web Access.
Task Description

11.1 - Select fields from PlanningPME

Menu View -> View -> Task and select the destination "Label mobile".
Select fields from PlanningPME

11.2 - Select fields from PlanningPME Web Access

Menu Data -> Task description and select the label "Mobile"
Select fields from PlanningPME

12 - Special advanced features for the mobile version: assign a signature to a task, check time in and out for each appointment, upload a file

Some powerful features have been added to the mobile version. They must first be created as additional fields on PlanningPME or PlanningPME Web Access. Then, do not forget to select the box "visible on the mobile version" to show them on the mobile application.
additional fields for mobile version in planningpme additional fields for mobile version in planningpme

Check the table below for more details on each advanced specific field.

Signature Assign a signature to an appointment For each task, you can have a signature of your client or any employee in order to check if the task has been completed or validated.
Check IN/OUT Menu Data Time Control: You can have a time control for each task to know when the beginning time and end time for a task. This option also activates the geolocation.
File Upload Menu Data You can assign some files to each task and then, download them from your mobile device.
Home| Site Map | Archive | Legal| Privacy Policy
© 2002-2012 TargetSkills. All rights reserved.

pix