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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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Self-hostable See pricing ↓

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

PlanningConnectMS AccessSQL ServerArxivarExcelOutlookSage BatigestiCalPower BIGoogle CalendarMicrosoft Dynamics NAVSageNovaTimeLuccaThunderbird

Resources

Docs

Pricing

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