Set up PlanSmart with the setup wizard

Use the setup wizard to configure PlanSmart step by step.

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.

1

Open PlanSmart

Go to Settings → PlanSmart.

2

Review the navigation

Use the left navigation to move between the setup steps.

3

Configure each step

Complete employees, schedules, groups, route settings, and load settings.

4

Save your changes

Click Save when you finish the setup.

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

Do I need to complete every step?

No.

But a full setup gives better route quality.

Can I change the setup later?

Yes.

You can reopen the wizard at any time.

What happens if I skip a step?

PlanSmart uses the values that are already set.

That can limit the quality of the optimization.

Related topics

• PlanSmart (AI Routeplanner)
• Configure employees for PlanSmart
• Configure route settings