Planning Connect
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.
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 functialities.
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!
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 serach 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
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
Automations
If you need to reduce manual processes, when you need to comunicate inside your organization or with your clients and supplliers, 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 neet 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
Powerfull tool for scheduling email sending to Clients, Resource, Project Manager, Commercials, and HR persons
Analisys
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 Plann everything? How many days remains to the end of the Project? Are we within our Targets?
Staff saturation
Powerfull analysis dedicated to the staff saturation, by period and by department, including forcasts
KPI
Several key indicators available for managers who want to act in relation to actual planning abilities.
Planning Connect
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 is also capable to keep syncronized the data coming from your ERP software. You can work and plan on effective data without loosing 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.
The monitoring features of PlanningConnect grant to compare the your selling target and the executed worked time. Target durations vs Scheduled tasks vs Worked hours are easy indicator you can have automatically in real time for each order and client.
Each planned Resource in PlanningPME, using the PlanningConnect Mobile App for executiong his job, is a foundamental 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 informations for planned activities.
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 to the company roles that moves “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 commecial, administrations, 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 & makes life easier !!