Learning Center


Welcome to the Planning Intelligence learning center!

Here you can read our easy-to-follow tutorials and watch videos which will lead you through using the system. If you’re learning the system this is the ideal way to get started on productive and efficient planning for people and projects. If you’re exploring, try checking out a PDF or video and see what Planning Intelligence is all about!

Resources

Getting started

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Absences and Availabity

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Accounts

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Adding People

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Assigning People

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Columns

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Creating a Project

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Creating Templates

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Notes and To-Do’s

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Project and resource Gantt Charts

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Quick Booking

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Skills

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Team

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Time Registration

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Time Resolution

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Toolbars

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Traffic Lights

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Workflow

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PDF

Create a profile for a person in your company or a customer, add details and create a record.

pdf-icon Creating a new profile or customer profile

Create and manage projects and milestones, use templates, follow up on Projects.

pdf-icon Create Project & Manage tasks

Create and manage projects and milestones, use templates, follow up on Projects.

pdf-icon Create & Manage Templates

Learn how to assign a person or multiple people to projects or tasks, keeping capacity in mind.

pdf-icon Assign people to projects and tasks

Using the flexible time resolution feature, you can move between time resolutions easily, scheduling hours on any resolution.

pdf-icon Time Resolution

Define skills and skill levels, assign skills to resources (e.g. persons) and use skill selector for finding people with desired skills.

pdf-icon Using Skills

Manage details of projects by keeping notes or adding to-do’s to projects, tasks or people.

pdf-icon Notes, to-do’s and attachments

Customize the way you use the system by customizing toolbars, add or remove buttons easily.

pdf-icon Toolbars: adding or removing buttons

pdf-icon Actions & Effects

Videos