Trebellar

Explains how Portfolio Planner models supply and demand across a portfolio over time.

What is Portfolio Planner?

Learn how to access Portfolio Planner and open existing portfolio plans.

Opening Portfolio Plans

Add frequently used plans to your favorites for faster access from the Portfolio Planner shortcut menu.

Adding a Plan to the Portfolio Planner Shortcut Menu

Learn how to configure and create a new portfolio planning model.

Creating a Portfolio Plan

ML 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…

Machine Learning (ML) Attendance Predictions

Learn how to share portfolio plans, control access, and designate the Plan of Record.

Sharing Portfolio Plans and Setting a Plan of Record

Jeff Gagnon

Portfolio Planner

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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