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Site Settings › Planner › General Settings

The Planner General Settings section provides centralized controls for configuring the behavior of the Planner Application. These options help optimize planning workflows, automate routine actions, and improve organizational consistency.

This section allows administrators to set defaults that streamline range planning processes and ensure consistency across users and departments. Folder automation simplifies documentation storage and improves traceability.

Quick Check - Before You Start
  • Decide the default folder naming pattern planners should see on every new plan before enabling automation.
  • Confirm cross-functional teams (design, buying, production) agree where briefs and visuals will live.
  • Review related planner templates or critical path settings if your process links folders to milestones.

Available Configurations

  • Automatically Create a Folder
    Enable this setting to generate a default folder every time a new plan is created. This ensures that all planning-related documentation (e.g., briefs, visuals, spreadsheets) is stored in a consistent and accessible location.

Planner General Settings

Planning hints
  • Folder creation is especially useful when working with cross-functional teams (e.g., design, buying, production) that rely on shared documentation.
  • Keep naming conventions consistent across folders for ease of search and retrieval.
  • Combine folder automation with critical path templates to ensure structured task execution from day one.

Troubleshooting

Why are duplicate or oddly named folders appearing on new plans?

Each save with Add another item creates another automatic folder rule.

Steps to resolve:

  1. Review Automatically Create a Folder for redundant entries.
  2. Standardise on one naming convention and remove experimental entries.
Why did an existing plan not get the new folder structure?

Automation applies to new plans created after the setting saves.

Steps to resolve:

  1. Manually add folders to legacy plans if required.
  2. Create a test plan to verify the automation going forward.
Why can collaborators not find shared files?

Inconsistent naming breaks search habits.

Steps to resolve:

  1. Publish a short naming standard referencing the default folder label configured here.
  2. Rename top-level folders inside plans only when your governance allows.