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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.
Other helpful videos
The next videos in the series of screencasts can be found below.
You can update your datasets with whole tables of new data and assumptions, at any level of detail.
Calculation settings control how the calculations are run, including the date ranges and which activity scenario to apply.
Dataset settings tell Planner what to assume when data is missing.
Finding, viewing, and managing datasets after you have uploaded them.
Uploading data using the dataset wizard.