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8 docs tagged with "planner"

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Data Connections Admin

Admin reference for managing Report Forge data connections — SharePoint, Kazinex Planner, and external sources — including credential rotation, re-auth, health monitoring, and connection lifecycle.

Kazinex Planner Documentation

Guides for schedule import, analysis, editing, quality checks, comparison, AI Copilot, reporting, and exports in Kazinex Planner.

Notifications

Configure in-app and email notification settings in Planner to stay informed about project activity at the right frequency.

Planner API Overview

Quick reference for the Planner REST API including authentication, base URL, and available endpoint groups.

Planner Reporting

Turn schedule analysis, quality findings, comparison results, and AI narratives into shareable Planner reports.

Settings & Preferences

Configure your personal display, timezone, default views, date format, and language preferences in Planner.

What's New in Planner

Current Planner documentation highlights for schedule analysis, reporting, AI workflows, quality governance, and exports.