Using Trebellar
How-to guides for Trebellar software
By Jeff and 1 other2 authors14 articles
- HomepageLearn how the Trebellar Homepage helps you get oriented and start exploring insights.
- ExplorerAn overview of Trebellar Explorer and how it supports location analysis and evaluation.
- DashboardsLearn how Trebellar Dashboards help you monitor performance and use AI to explore key metrics and insights in more depth.
- ReportsLearn how to use reports to refine insights, share outputs, and support decision-making.
- ChatsLearn how to use Chats to ask questions, revisit conversations, and continue analysis across Trebellar.
Portfolio Planner
Learn about AI-assisted planning
- What is Portfolio Planner?Explains how Portfolio Planner models supply and demand across a portfolio over time.
- Opening Portfolio PlansLearn how to access Portfolio Planner and open existing portfolio plans.
- Adding a Plan to the Portfolio Planner Shortcut MenuAdd frequently used plans to your favorites for faster access from the Portfolio Planner shortcut menu.
- Creating a Portfolio PlanLearn how to configure and create a new portfolio planning model.
- Machine Learning (ML) Attendance PredictionsML attendance predictions use historical badge data and external signals to estimate future attendance at the building level. These predictions help teams plan ahead with greater confidence, especially for near-term…
- Sharing Portfolio Plans and Setting a Plan of RecordLearn how to share portfolio plans, control access, and designate the Plan of Record.
- Adding Comments in Portfolio PlannerComments let you tag a teammate directly in a Portfolio Planner scenario, forecast, or Plan of Record so they can review your analysis in context. Leave a note, tag a…
Chats
Learn how to use Chats to ask questions, revisit conversations, and continue analysis across Trebellar.