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Create and Configure PlanningRooms

Learn how to create new PlanningRooms and customize them with project scope, schedules, programs, and mascots so planning teams can collaborate effectively.

Overview​

PlanningRooms provide dedicated workspaces where planning teams can collaborate on plans, coordinate efforts, and track progress. When you create a PlanningRoom, you define its scope by selecting projects, schedules, and programs. You can further customize each room with a mascot for easy visual identification.

To create a PlanningRoom, your project role must be set to "Project Admin" or higher.

Create a PlanningRoom​

  1. Click the hamburger icon Hamburger icon > Rooms > .PlanningRooms

  2. Click the Add PlanningRoom button.

  3. In the Add PlanningRoom window:

    1. Enter the name of the room in the Title field.
    2. Select a project. This determines which items display in the room. Note that your project role must be set to Project Admin or higher.
    3. (Optional) Select a Schedule to narrow the focus of your PlanningRoom.
    4. (Optional) Select a Program to further narrow the focus of your PlanningRoom.
    5. (Optional) Enter a Description that summarizes the intent of the room.

  4. Click Save.

Add a mascot to a PlanningRoom​

You can use mascots to uniquely brand a PlanningRoom so members can easily identify it in the list. Note that mascots are optional. If you do not add a mascot, the default mascot is used instead.

Mascot format and size recommendations​

  • For best results, the mascot image should be in .jpg or .jpeg or .png format.
  • The system automatically resizes the image to 96x96 pixels.
  • To avoid distortion, make sure your image is as close to square as possible and at that resolution or higher.
  • The maximum file size is 2MB.

Add the mascot​

  1. Choose one of the following:

    • Click the hamburger icon Hamburger icon > Rooms > .PlanningRooms and click on the name of a room.
    • Select PlanningRooms to view all of your rooms.

  2. Click on the name of a PlanningRoom, and then click on the Settings icon (or gear) next to the room name.

  3. Click Mascot and select an image.

Planning Room Mascot

Next steps​

After creating and configuring your PlanningRoom, you can:

  • Add members to collaborate in the room
  • Install and configure panels to visualize different aspects of your work
  • Set up room-specific settings and permissions

For details, see Manage PlanningRoom Members and Panels.