Direct Planning Project makes it possible to configure the trade data you need for planning. Whether the jobs are manually entered or directly imported from your information system, you’ll find these trade data at the scheduled job level.
Entities: your customizable, structured data
Entities enable you to model structured data lists. You can configure up to 10 entities.
Examples of entities: the sales person, the project leader, the customer, the project, the project stage, etc.
Beside the code and the wording, each of these entities has 10 configurable fields. For example, in the customer record, you would configure a phone number, an email, the name of the main contact, the delivery town and country, etc.
It is also possible to structure entities. Thus, the customer can be linked to a sales person; a project can be linked to a customer. This way, it is easy to get the list of projects of such customer or sales person.
It is essential to well structure the entities. These data will play a key role in job retrieval and coloring.
Configurable areas of job details
Beside entities, 10 configurable areas are available on the job itself. A further step towards customizing.
Moreover, each job features a rich text notes area. In these notes, you can easily insert clickable links to documents (Word, Excel, PDF, Images, etc.). For example: technical data sheet, analysis document, model, etc.
Once these data have been configured, you can also fine-tune your display modes so that they reflect the needs of your business.