Learning Center
Welcome to the Planning Intelligence learning center! Here you can download our easy-to-follow tutorials and 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!
Click on titles to open PDF in your browser window or right click on the title and choose 'save file as' to download. Watch the associated video to see the tutorial in action!
Getting Started
The first steps in planning - opening Planning Intelligence! This video shows you how to get started, and how to use our built-in tutorial system.
Creating a new person profile
Create a profile for a person in your company or a customer, add details and create a record.
Video: Adding people
Create and manage projects and tasks
Create and manage projects and milestones, use templates, follow up on projects.
Video: Projects & tasks
Creating, managing, and inserting templates
Learn the four possible ways to work with templates: Creating a template from an existing project; creating a new template; starting a new project from a template; and, inserting a template.
Video: Templates
Assign people to projects and tasks
Learn how to assign a person or multiple people to projects or tasks, keeping capacity in mind.
Video: Assign people
Getting Started The first steps in planning - opening Planning Intelligence! This video shows you how to get started, and how to use our built-in tutorial system.
Creating a new person profileCreate a profile for a person in your company or a customer, add details and create a record.
Video: Adding peopleCreate and manage projects and tasksCreate and manage projects and milestones, use templates, follow up on projects.
Video: Projects & tasksCreating, managing, and inserting templatesLearn the four possible ways to work with templates: Creating a template from an existing project; creating a new template; starting a new project from a template; and, inserting a template.
Video: TemplatesAssign people to projects and tasksLearn how to assign a person or multiple people to projects or tasks, keeping capacity in mind.
Video: Assign peopleTime ResolutionUsing the flexible time resolution feature, you can move between time resolutions easily, scheduling hours on any resolution.
Video: Time resolutionUsing SkillsDefine skills and skill levels, assign skills to resources (e.g. persons) and use skill selector for finding people with desired skills.
Video: SkillsNotes, to-do's and attachmentsManage details of projects by keeping notes or adding to-do’s to projects, tasks or people.
Video: Notes & to-do'sToolbars: adding or removing buttonsCustomize the way you use the system by customizing toolbars, add or remove buttons easily.
Video: Toolbars