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planner Training

1: Overview of Gooroo Planner

Gooroo Planner works out your future activity, capacity and waiting times, both overall and week-by-week. This video is an overview of how you use it.

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2.1: Template manager

Overview of templates: blank files containing just the field names you need, for you to flood with your own data.

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2.2: Structure and contents of dataset

The level of detail you should plan at, how much data you need, and how to structure your dataset.

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2.3: Create a custom template

Create exactly the template you want, using a pick-and-mix of all the available dataset fields.

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2.4: Upload dataset

Uploading data using the dataset wizard.

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2.5: Dataset manager

Finding, viewing, and managing datasets after you have uploaded them.

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2.6: Dataset settings

Dataset settings tell Planner what to assume when data is missing.

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2.7: Calculation settings

Calculation settings control how the calculations are run, including the date ranges and which activity scenario to apply.

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2.8: Update dataset

You can update your datasets with whole tables of new data and assumptions, at any level of detail.

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3.1: Create report

How to turn your dataset into results by running the report wizard.