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PlanningPME & PlanningConnect

Planning features that help companies increase performance and management

From team management to job scheduling: discover the features that turn a planning tool into the daily operational hub of your company.

How the two products work together

PlanningPME offers data views composed of simple, easily readable lists and analyses that display advanced indicators, through a very fast and specific consultation for those who need to make planning-related decisions: evaluation of productivity, or increase in operational staff based on opportunities and future workload, to name a few examples.

PlanningConnect complements PlanningPME and offers a complete perspective dedicated to business roles that are not typically users of a planning tool. It joins operational staff to planned activities, offering a direct match between planning and measuring of tasks and projects.

Six areas, one planning tool

The features behind better planning

Each feature solves a concrete everyday problem: who is available, who has the right skills, who is on leave, which job is late.

PlanningPME schedule showing team workload and availability
01

Team management

With PlanningPME, you optimize your staff’s workload. Plan, monitor your performance indicators, organize office and remote work attendance, meetings, and vacations all in one system. Thanks to the sharing of your resources’ commitments, everyone will be informed in real-time about daily and future activities and any unforeseen changes. See the staff data module.

  • Easy weekly and monthly agenda
  • Availability for all operators on every device and platform
  • Available and busy time for each resource
  • Real-time access to data from everywhere
  • Easy leave requests
PlanningPME resources filtered by skill with their availability
02

Skills and availabilities

Do you need to assign a task to the most competent person available on a certain date? Do you need to understand who will be on duty next week? What is the earliest date available to schedule a meeting with some of your colleagues? With PlanningPME, it’s possible and very simple: manage the work schedules of your staff, indicate who has specific skills, and ask PlanningPME for the first availability of a group of colleagues to involve in a meeting.

  • Skills management
  • Working time profiles
  • First availability search
  • Real-time access to data from mobile
  • Contract management
PlanningPME calendar with employee leave and absences
03

Leave management, permits and absences

Nothing could be easier than visualizing and entering the vacations of each employee and organizing the schedule based on the presence of each person. A specific function of PlanningPME “moves” for you all the activities assigned to a resource when they are temporarily unavailable due to illness, unforeseen circumstances, or vacation. All activities are collected in a dedicated Reassignment List, so you keep full control over current tasks. Approvals are supported by automatic e-mail notifications.

  • All staff availability at a glance
  • Automatic notifications for authorization processes
  • Easy list of unavailabilities
  • Real-time access to data, 24/7
  • Easy leave request process
PlanningPME project phases and tasks assigned by department
04

Manufacturing planning

Optimize the workload of your departments and employees by assigning tasks based on actual competence, role, and availability. Organize the activities for the various orders into phases and sub-phases, and monitor the progress of individual activities with the Gantt view and progress monitoring. Consider scheduled maintenance and machine downtime due to faults, to manage deliveries in the best possible way. See how it works in industrial assembly.

  • Group employees by department
  • Monitor task status
  • Projects organized by phase
  • Real-time availability of resources
  • Planned maintenance interventions visible
PlanningPME room schedule with bookings by day
05

Meeting room bookings

Do you need to manage the booking of rooms for meetings, training, seminars? Plan the occupancy of the rooms with just a few clicks based on criteria defined by your search specifications: capacity, type of room and available equipment. Planning a training course in advance or finding the first available room at the last minute becomes much simpler. Shared spaces are used better, which reduces the need for additional spaces and the costs that come with them.

  • Easy daily view of available rooms and resources
  • Fast and easy booking
  • Notifications for confirmations
  • Reminders for attendees
  • Available rooms in real time
  • Search by equipment and capacity
Job scheduling for on-site technicians in PlanningPME
06

Job scheduling

Appointments for interventions at client locations, scheduled maintenance and on-demand interventions, assignment of tasks by area of competence, management of attendance and absences, classification of activities by contract — all in a single view. Field collaborators and office staff are always informed, and unforeseen events or schedule changes are easy to manage. PlanningPME also synchronizes the planning calendar with the personal Google and Office 365 calendars of individual collaborators. Add job and time management and mobile clocking to measure the hours actually worked.

  • Easy agenda for on-site technicians
  • Feedback on job status from operators
  • Time In / Time Out clock for each task
  • Google and Microsoft calendar synchronization
  • To-do list for pending tasks

See these features on your own data.

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Frequently asked questions

Can I assign a task to the person with the right skills who is available?

Yes — PlanningPME lets you indicate who has specific skills and manage working time profiles, so you can assign each task to the most competent person available on a given date.

What happens to a person’s tasks when they are on leave or ill?

A dedicated PlanningPME function moves all the activities assigned to a resource when they are temporarily unavailable, and collects them in a Reassignment List so you keep full control over current tasks.

Can I find the first available date for a meeting with several colleagues?

Yes — ask PlanningPME for the first availability of a group of colleagues to involve in a meeting.

Can the planning calendar be synchronized with Google or Office 365?

Yes — PlanningPME synchronizes the planning calendar with the personal Google and Office 365 calendars of individual collaborators.

Can PlanningPME manage meeting rooms and shared spaces?

Yes — you can book rooms by capacity, room type and available equipment, find the first available room, and send confirmations and reminders to attendees.

Ready to see these features in action?