> For the complete documentation index, see [llms.txt](https://knowledge.out-smart.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/plansmart-ai-routeplanner/set-up-plansmart-with-the-setup-wizard.md).

# Set up PlanSmart with the setup wizard

After activation, use the **PlanSmart setup wizard** to configure the feature.

The wizard guides you through the required setup.

### Steps in the wizard

The wizard includes these steps:

* Introduction
* Employees
* Working hours
* Groups
* Settings
* Job and worker load
* Dayparts

The wizard saves your progress while you work.

{% stepper %}
{% step %}

### Open PlanSmart

Go to **Settings → PlanSmart**.
{% endstep %}

{% step %}

### Review the navigation

Use the left navigation to move between the setup steps.
{% endstep %}

{% step %}

### Configure each step

Complete employees, schedules, groups, route settings, and load settings.
{% endstep %}

{% step %}

### Save your changes

Click **Save** when you finish the setup.
{% endstep %}
{% endstepper %}

### Good setup order

1. Configure employees first.
2. Then set working hours and groups.
3. Then adjust route settings and load factors.
4. Finish with dayparts.

### Frequently asked questions

<details>

<summary>Do I need to complete every step?</summary>

No.

But a full setup gives better route quality.

</details>

<details>

<summary>Can I change the setup later?</summary>

Yes.

You can reopen the wizard at any time.

</details>

<details>

<summary>What happens if I skip a step?</summary>

PlanSmart uses the values that are already set.

That can limit the quality of the optimization.

</details>

### Related topics

* [**PlanSmart (AI Routeplanner)**](/marketplace-packages-and-power-ups/power-ups/plansmart-ai-routeplanner.md)
* [**Configure employees for PlanSmart**](/marketplace-packages-and-power-ups/power-ups/plansmart-ai-routeplanner/configure-employees-for-plansmart.md)
* [**Configure route settings**](/marketplace-packages-and-power-ups/power-ups/plansmart-ai-routeplanner/configure-route-settings.md)


---

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