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PlanningPME

Choose our simple and effective solutions to manage your appointment schedule, tasks, procedures, etc. Improve your productivity!·planningpme.com

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PlanningPME is a scheduling and resource-management software that helps companies plan appointments, tasks, projects, and staff work schedules. It offers day-to-day planning views, workload indicators, holiday and absence tracking, notifications, reporting, and skill-based resource allocation. It is available as installed desktop software, a web application, and mobile apps for smartphones and tablets. It also integrates with tools such as Outlook, Excel, Google Calendar and various ERPs.

What it's for

Managing employee shift and work schedulesScheduling audits, financial closings and holidays for accountancy firmsOrganising drop-in sessions, outreach visits and workshops for social mediationPlanning scaffolding teams, subcontractors and vehicles across multiple sitesManaging appointments, meetings, tasks and projectsTracking employee holidays and days offPlanning training sessions, external instructors and roomsOptimising production cycles and rotating shifts (e.g. 3x8) in industryScheduling customer appointments and assigning mechanics in automobile repair shops

Features 20

  • Customer database management
  • Data import/export and API for ERP integration
  • Day-to-day planning views (daily, weekly, monthly, annual, calendar)
  • Departments management and filtering
  • Drag and drop and copy/paste scheduling
  • Email and in-app notifications/reminders
  • Filters by service, category, or view type
  • History and audit trail of schedule changes
  • Holiday and days-off management
  • Human and material resource management
  • Multi-platform access (desktop software, web, mobile/tablet apps)
  • Planning conflict warnings
  • Printable reports (daily, weekly, monthly, yearly, per resource/client/task)
  • Project management with Gantt charts
  • Recurring bookings
  • Reports and statistics exportable to Excel pivot tables
  • Schedule customisation (colours, data fields)
  • Skill management and resource-skill matching
  • User rights and access permission management
  • Workload optimisation with real-time indicators

At a glance

self-hostableAPI
TypeWeb app
DeploymentHybrid
PlatformsWeb, Windows, iOS, Android
LanguagesEnglish, Français, Deutsch, Español, Nederlands, Italiano, Svenska, Português, Norsk, Japanese
ForSME, Mid-size companies, Large groups
CompanyTarget Skills · 2002

Integrations

OutlookExcelGoogle CalendarThunderbirdiCalPower BIMS AccessSQL ServerPlanningConnectLuccaMicrosoft Dynamics NAVSageSage BatigestArxivarNovaTime

Resources

Pricing

Pricing details are not publicly listed. While a 0 EUR offer is indicated, no corresponding free plan or trial is described.

Last checked 28 days ago·