Performance Module Settings – Planned Instance Management

Performance Module Administration

This is the first step in planning future Instances. This step is a high level, mapped out plan in order to standardize naming conventions and coordinate scheduling. Then this plan is referenced at the Module level to create new Instances accordingly. This requires Admin level permissions, and can be managed at the Org or Performance Module level.

 

Existing Planned Instances

 

Existing planned Instances are listed, with dates for Start, End, Created and Last Modified. You can search and/or sort. Each Instance has actions available on the right end of each row to edit or delete.

 

New Planned Instance

 

Click the green ‘New Planned Instance’ button to create a new one. Provide the following:

 

  • Module … select a Module (if viewing at the Org level, all Modules will be available)
  • Name … enter a Name for the new Instance
  • Start Date … select a start date for the new Instance
  • End Date … (optional) select an end date
  • Click Save Changes

 

Import Planned Instances

One or more planned Instances can be imported into GideonSoft via spreadsheet. On the green ‘New Planned Instance’ button, select the down arrow, and ‘Import Planned Instances’.

 

  • Default Module … This is used in cases where the Module is not defined in the spreadsheet.
  • Drag and drop a spreadsheet into the ‘Upload Spreadsheet’ box (or click the box to select a file). You can also download a template file from here to edit and import.
  • Your Columns / GideonSoft Columns … map columns, if needed.
  • Save & Continue … or ‘Start Over’ if needed.

 

Results will be displayed. Click Close to return to the main Planned Instance screen to see the updated list.

 

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Version(s): GideonSoft 2024 Release 2 and later