Planner Overview

The Planner is the working heart of the system — a connected space where organisers, participants, and technical teams can view, update, and share information in real time. If you’ve ever worked with a spreadsheet, this will feel familiar — but more secure, more structured, and role-aware.

Core Views

• Master Sheets
  These are like powerful spreadsheets that give you a full tabular view of your data. Clicking a row opens the detailed view for that item. Master sheets are available for each core object in the system.
  
• “My View” (Personalised Access)
  For participants, authors, publishers, and chairs — this filtered view shows only what matters to the person who is signed in. Each user sees their own record or events, and can update details or access shared documents.
  
• Detail View: Person
  This structured layout uses four tabs to keep things clear:Details, Documents, Travel and Accommodation, and My Shared People. Each person sees only what’s relevant to their role and permissions.
  
• Detail View: Event
  Event views are broken down into seven tabs: Event Details, Artist Details, Book Titles, Social Media Assets, Event Resources, Stage & Tech Requirements, and Tickets. This helps organisers and contributors focus on what they need without being overwhelmed.
  

You'll find many more views across the system — including commitment tracking, front-of-house coordination, author copy checks, and technical overviews. We’ll explore those in detail on the Features pages.