{"id":3925,"date":"2012-06-04T14:04:19","date_gmt":"2012-06-04T14:04:19","guid":{"rendered":"https:\/\/www.directplanning.com\/en\/?page_id=1269"},"modified":"2012-06-04T14:04:19","modified_gmt":"2012-06-04T14:04:19","slug":"project-planning-configurable-for-your-business","status":"publish","type":"page","link":"https:\/\/www.directplanning.com\/en\/project-planning\/project-planning-features\/project-planning-configurable-for-your-business\/","title":{"rendered":"Project Planning &#8211; Configurable for your business"},"content":{"rendered":"<p style=\"text-align: justify;\"><strong>Direct Planning Project <\/strong>makes it possible to configure the trade data you need for planning. Whether the jobs are manually entered or\u00a0<a title=\"Project Planning \u2013 Interface with your information system\" href=\"https:\/\/www.directplanning.com\/en\/project-planning\/project-planning-features\/project-planning-interface-with-your-information-system\/\">directly imported from your information system<\/a>, you\u2019ll find these trade data at the scheduled job level.<\/p>\n<p style=\"text-align: justify;\"><strong>Direct Planning Project <\/strong>proposes many configurable data structures: <a title=\"Project Planning \u2013 Scheduled resource\" href=\"https:\/\/www.directplanning.com\/en\/project-planning\/project-planning-features\/project-planning-scheduled-resource\/\"><strong>resources<\/strong><\/a>, <strong>entities<\/strong>, <strong>configurable areas of job<\/strong>\u00a0and\u00a0<strong><a title=\"Project Planning \u2013 Visual flags\" href=\"https:\/\/www.directplanning.com\/en\/project-planning\/project-planning-features\/project-planning-visual-flags\/\">flags<\/a><\/strong>.<\/p>\n<p style=\"text-align: justify;\"><!--more--><\/p>\n<h2>Entities: your customizable, structured data<\/h2>\n<p style=\"text-align: justify;\">Entities enable you to model structured data lists. You can configure up to 10 entities.<\/p>\n<p><strong>Examples of entities:<\/strong>\u00a0the sales person, the project leader, the customer, the project, the project stage, etc.<\/p>\n<div id=\"attachment_1399\" style=\"width: 620px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.directplanning.com\/wp-content\/uploads\/2012\/06\/direct_planning_projet_entite_projet.png\" data-rel=\"lightbox-image-0\" data-rl_title=\"\" data-rl_caption=\"\"><img decoding=\"async\" aria-describedby=\"caption-attachment-1399\" class=\"size-large wp-image-1399 \" title=\"\" src=\"https:\/\/www.directplanning.com\/wp-content\/uploads\/2012\/06\/direct_planning_projet_entite_projet-610x338.png\" alt=\"Direct planning Project - An entity example: the project\" width=\"610\" height=\"338\" srcset=\"https:\/\/www.directplanning.com\/wp-content\/uploads\/2012\/06\/direct_planning_projet_entite_projet-610x338.png 610w, https:\/\/www.directplanning.com\/wp-content\/uploads\/2012\/06\/direct_planning_projet_entite_projet-312x173.png 312w, https:\/\/www.directplanning.com\/wp-content\/uploads\/2012\/06\/direct_planning_projet_entite_projet-156x87.png 156w, https:\/\/www.directplanning.com\/wp-content\/uploads\/2012\/06\/direct_planning_projet_entite_projet-768x426.png 768w, https:\/\/www.directplanning.com\/wp-content\/uploads\/2012\/06\/direct_planning_projet_entite_projet-810x449.png 810w, https:\/\/www.directplanning.com\/wp-content\/uploads\/2012\/06\/direct_planning_projet_entite_projet.png 977w\" sizes=\"(max-width: 610px) 100vw, 610px\" \/><\/a><p id=\"caption-attachment-1399\" class=\"wp-caption-text\">Direct planning Project &#8211; An entity example: the project<\/p><\/div>\n<p style=\"text-align: justify;\">Beside the code and the wording, each of these entities has <strong>10 configurable fields<\/strong>. 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,\u00a0etc.<\/p>\n<p style=\"text-align: justify;\">It is also possible to <strong>structure entities<\/strong>. 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.<\/p>\n<p style=\"text-align: justify;\">It is essential to well structure the entities. These data will play a key role in job retrieval and coloring.<\/p>\n<div id=\"attachment_1400\" style=\"width: 620px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.directplanning.com\/wp-content\/uploads\/2012\/06\/direct_planning_projet_entite_dans_detail_tache.png\" data-rel=\"lightbox-image-1\" data-rl_title=\"\" data-rl_caption=\"\"><img decoding=\"async\" aria-describedby=\"caption-attachment-1400\" class=\"size-large wp-image-1400 \" title=\"\" src=\"https:\/\/www.directplanning.com\/wp-content\/uploads\/2012\/06\/direct_planning_projet_entite_dans_detail_tache-610x386.png\" alt=\"Direct Planning Project - Displaying entities in job details\" width=\"610\" height=\"386\" srcset=\"https:\/\/www.directplanning.com\/wp-content\/uploads\/2012\/06\/direct_planning_projet_entite_dans_detail_tache-610x386.png 610w, https:\/\/www.directplanning.com\/wp-content\/uploads\/2012\/06\/direct_planning_projet_entite_dans_detail_tache-312x198.png 312w, https:\/\/www.directplanning.com\/wp-content\/uploads\/2012\/06\/direct_planning_projet_entite_dans_detail_tache-156x99.png 156w, https:\/\/www.directplanning.com\/wp-content\/uploads\/2012\/06\/direct_planning_projet_entite_dans_detail_tache-768x486.png 768w, https:\/\/www.directplanning.com\/wp-content\/uploads\/2012\/06\/direct_planning_projet_entite_dans_detail_tache-810x513.png 810w, https:\/\/www.directplanning.com\/wp-content\/uploads\/2012\/06\/direct_planning_projet_entite_dans_detail_tache.png 1036w\" sizes=\"(max-width: 610px) 100vw, 610px\" \/><\/a><p id=\"caption-attachment-1400\" class=\"wp-caption-text\">Direct Planning Project &#8211; Displaying entities in job details<\/p><\/div>\n<h2>Configurable areas of job details<\/h2>\n<p style=\"text-align: justify;\">Beside entities, 10 configurable areas are available on the job itself. A further step towards customizing.<\/p>\n<p style=\"text-align: justify;\">Moreover, each job features a rich text <strong>notes<\/strong> area. In these notes, you can easily insert <strong>clickable links to documents<\/strong> (Word, Excel, PDF, Images, etc.). For example: technical data sheet, analysis document, model, etc.<\/p>\n<h2>Customizing displays<\/h2>\n<p style=\"text-align: justify;\">Once these data have been configured, you can also\u00a0<a title=\"Project Planning \u2013 Customizable display modes\" href=\"https:\/\/www.directplanning.com\/en\/project-planning\/project-planning-features\/project-planning-customizable-display-modes\/\">fine-tune your display modes<\/a>\u00a0so that they reflect the needs of your business.<\/p>\n<p style=\"text-align: center;\"><a class=\"mks_button mks_button_medium rounded\" href=\"https:\/\/www.directplanning.com\/en\/project-planning\/project-planning-features\/\" target=\"_self\" style=\"color: #FFFFFF; background-color: #1e73be;\" > Project Planning Features<\/a>\n","protected":false},"excerpt":{"rendered":"<p>Direct Planning Project makes it possible to configure the trade data you need for planning. Whether the jobs are manually entered or\u00a0directly imported from your information system, you\u2019ll find these trade data at the scheduled job level. Direct Planning Project proposes many configurable data structures: resources, entities, configurable areas of job\u00a0and\u00a0flags.<\/p>\n","protected":false},"author":2,"featured_media":1399,"parent":3922,"menu_order":30,"comment_status":"closed","ping_status":"open","template":"","meta":{"footnotes":""},"class_list":["post-3925","page","type-page","status-publish","has-post-thumbnail","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Project Planning - Configurable for your business - Direct Planning<\/title>\n<meta name=\"description\" content=\"Customizable datas for your business in Direct Planning Project, a highly configurable planning software that has been designed to model project schedules.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.directplanning.com\/en\/project-planning\/project-planning-features\/project-planning-configurable-for-your-business\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Project Planning - 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