Getting Started - Create a Schedule in 5 Steps

1. Create a new plan: open the Planner application and select “New Plan”
   
   
   
2. Add assets: Create assets (wells, facilities, etc.) by adding them manually, bulk loading via Excel, or by configuring an integration
   
   
   
3. Define attributes: create data fields such as pad name, lateral length and development area under Settings > Attributes
   
   
   
4. Create an asset template(s): configure activities with relationships and required resources types that will dictate scheduling logic
   
   
   
5. Create resources: Create rigs, frac crews, etc., needed for constrained scheduling and drag & drop capability on the Gantt chart