Why PlannerOne Resource Planner?

PlannerOne© Resource Planner is the revolutionary planning solution that enhances the service & jobs modules of Microsoft Dynamics NAV 2013 R2, 2015, 2016 and 2017. Microsoft Dynamics NAV users will access the best planning capabilities in real time, in a single click and at the best price / performance ratio of APS software on the market.

PlannerOne© is ready for Cloud and Mobility. It has been developed using the latest Microsoft technology (Visual Studio 2015, .Net 4.5, PowerShell) and is integrated into the Web, Tablet and Windows client (RTC).

PlannerOne© Resource Planner is a web application that can also be accessed via Internet Explorer and Microsoft Outlook.

The PlannerOne© Resource Planner component uses web services to interact with the Microsoft Dynamics NAV functionalities, enabling real-time planning of jobs and/or service orders.

An intuitive planning tool for all users:

The PlannerOne© application is natively designed for a multi-user planning and scheduling process. PlannerOne is intuitive and easy to use.
The Windows (RTC), Tablet or Web client can be used to customize the interface for users based on their roles in the company. Project or service managers can jointly identify available resources, allocate them to their jobs or service orders and change the plan in case of resource unavailabilities any time during the day. Resource allocation takes into account service zone, skills and geographical location, calculating distance and travel time to customer location.

When visiting a client, each person (resource) will have real-time access to their schedule on their mobile phone or tablet touch screen.
Sales representatives can analyze the job or service schedules for their clients.
Management will be able to foresee the loads and capacities of the various resource groups and therefore forecast invoicing in the coming weeks and months.

Benefits

  • Web component fully integrated in Microsoft Dynamics NAV
  • Ready for Cloud & Mobility
  • CfMD solution (Certified for Microsoft Dynamics)
  • Best price/performance ratio of APS software on the market
  • Return on investment in weeks
  • Improved customer service level
  • Increased productivity
  • Improved responsiveness

PlannerOne© Resource Planner enhances Microsoft Dynamics NAV Jobs & Service Modules with:

Job and/or Service Order graphical planning
Automatic planning of all activities or drag & drop in the Gantt Chart view for individual or periodic activities.

Resource allocation and resource booking
Easy replanning by drag & drop, with a warning or automatic sequencing in case there is a capacity issue. This can be applied to the minute, hour or day bucket, and over a timeline of several weeks or months.
The advanced allocation function takes into account the service zone, skills and geographical location, calculating distance and travel time to customer location.

Detailed analysis of resource loads
By integrating the resource capacity defined in Microsoft Dynamics NAV, the load diagram allows resource load rate analysis and projected invoicing, based on planning line prices.

Configurable visual markers
Provide graphical information about a specific constraint on multiple activities and implement a collaboration process between the various stakeholders.

Access planning through Internet Explorer, Microsoft Outlook or on mobile phones / Tablets

And more features for PlannerOne Resource Planner:

  • Display completed activities and completion percentage per job or service order
  • Custom Gantt charts for specific analysis
  • Advances / delays analysis
  • Customized navigation links
    Towards Microsoft Dynamics NAV or other applications (e.g., to display the customer’s address in Bing Map).