The module suite for PlanningPME

PlanningConnect

Automations, Execution, Analysis

PlanningConnect is a modular suite that is directly linked to your PlanningPME scheduling software and provides additional features for on-field operations, advanced automations, and data analysis.

We offer high-quality solutions that respond to the particular demands of each organisation job. Our team specialised to produce results that help you succeed. Explore our crucial offerings that set us apart.

PlanningConnect: mobile agenda, project views and analysis dashboards

Build your own suite

Four modules on top of PlanningPME: choose what your organization needs.

Why organizations choose Planning Connect

PlanningConnect is a modular suite that you can build around your needs

PlanningConnect is a modular suite, built around a base module that grants a connection with your PlanningPME data. It works in combination to PlanningPME extending its functionalities.

You can create your own solution focusing on features that offer an integrated Mobile App for the on field operations, powerful data analysis tools that help you having overviews on staff saturation, projects state of the art, performances indicators about your organization. Specialized automations will speed up you daily work making your time more valuable.

More quality, more time, better results!

01 · Module

Base Suite

Here you have the basic infrastructure that connect PlanningPME and shares the same user credentials. It offers lists of tasks scheduled in your calendar, and enables search by Client, Resource, Project, Status, Categories in a period. It speeds up the user’s searches and filters, users can extract the data in an Excel file.

Additionally each Resource may access to his own agenda and have access to his scheduled tasks.

API

API secure, bi-directional and real time integration between PlanningPME and PlanningConnect

Event list

All your scheduled tasks visible in a table format easy to access, with filters and Excel export

Mobile app – light

Who is used to operate on field, with agenda, GMaps, and basic information on your own tasks

02 · Module

Mobile Application

When you need to share with your resources their own scheduled tasks’ information, and collect in real time costs, time spent, documentation, this is your solution! Planning and Reporting have never been so easy. Collect all the data from the field execution, get automatically Timesheets for your employees.

Only one integrated tool, one database, safe data, less effort more control!

Mobile App – Full

Work reports with custom information and format, Time and Cost, Time In/Out by Day or Task

Work reports and Check list

Work report available in real time after the signature, easy access with searches

Timesheets in cloud

Who needs to check and manage worked time by Resource and Tasks, by Client and Project

03 · Module

Automations

If you need to reduce manual processes, when you need to communicate inside your organization or with your clients and suppliers, our automations will help you to save time and focus on your valuable goals. Let integrate easily your ERP or CRM to the PlanningPME database, make your data consistent. When you need to plan your project following sequences and in relation to the effective availability of your staff.

Data integration

Easy to implement solution that import your ERP data via .csv file or API into PlanningPME

Gantt generator wizard

If you need to define a plan using sequences, tasks, durations and delay and then generate events into PlanningPME, using an MSProject style

Email scheduler

Powerful tool for scheduling email sending to Clients, Resource, Project Manager, Commercials, and HR persons

04 · Module

Analysis

When you need to keep under control your projects, monitoring targets and planned durations PlanningConnect can offer you a very powerful tool that offers you a real time overview matching Targets and Effective time spent or still planned.

Everything is under control, a connection between planning and execution.

Monitoring Projects

What is the Status of your Projects? Did you plan everything? How many days remain to the end of the Project? Are we within our Targets?

Staff saturation

Powerful analysis dedicated to the staff saturation, by period and by department, including forecasts

KPI

Several key indicators available for managers who want to act in relation to actual planning abilities.

Planning Connect in detail

PlanningConnect is a suite of components and modules accessible via web browser using the same user credentials of PlanningPME, available in a secure cloud environment.

The Base Suite of PlanningConnect contains some basic functionalities dedicated to consulting the PlanningPME database, following the same logic. All events in the database are listed, providing the main data and allowing filters by period, activity, status, and resource.

Different “views” are available. Consultations can be initiated by focusing on Project, Client, Resource, Department, Activity Type, and calendar period.

The consultation is very fast and immediate and allows exporting the visible data to an Excel file.

The difference compared to the classic data extraction mode available in PlanningPME is fundamentally the ease and immediacy of consultation.

PlanningConnect project view
PlanningConnect mobile app
Monitoring planning targets in PlanningConnect

PlanningConnect is also capable to keep synchronized the data coming from your ERP software. You can work and plan on effective data without losing time in manual input or massive import. PlanningConnect import module manage every kind of data origin based on a csv file. At the end of the day your report data will easily match with your orders and clients created into your ERP.

PlanningConnect monthly events reading
PlanningConnect events by resource
PlanningConnect events by resource and by status

The monitoring features of PlanningConnect grant to compare your selling target and the executed worked time. Target durations vs Scheduled tasks vs Worked hours are easy indicators you can have automatically in real time for each order and client.

Each planned Resource in PlanningPME, using the PlanningConnect Mobile App for executing his job, is a fundamental actor of the overall process. The User of the App, stores the job’s worked time and costs for each planned activity, so the Human Resources and Administration staffs can easily check in real time all the information about both Time reports and Time and costs information for planned activities.

Calendar view of resources and their planned tasks in PlanningConnect
Automatic time report by month

From activity planning to working hours in one click!

See PlanningConnect working on your own data.

Who are the key users

  • Technical Managers
  • Commercial Managers
  • Human Resources Managers
  • Service Managers
  • Technical and Administrative areas
  • Backoffice support
  • Maintenance and Installation Technicians
  • Consultants
  • Trainers
  • On field operators

We are focusing on you!

PlanningConnect focuses on the company roles that move “around” the planning department.

Whether you are managing small or wider teams, PlanningConnect offers a different point of view on your scheduling, the user experience is focused to company roles such as commercial, administration, service, HR managers.

  • Fast data “Excel like” access
  • CRM/ERP data aligned with planning data
  • Planning data become strategical indicators
  • Easy and precise measurements of the customer service
  • Delete 1000 excel sheets & make life easier!!
PlanningConnect key users

How Planning Connect is helping companies to increase their performances and management?

Start from the features or from the solutions for your industry.

Keep exploring PlanningConnect

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