Filesystem

The Filesystem is where your work is saved to. It contains Files (such as  Plans, shopping_basket Assortments, and analyticsStore Data Sets), and Folders, which are used to organize Files.

File Types

 Plan — The primary file type containing fixtures like shelvesRacks and crop_16_9Shelves, along with widgetsProduct Positions.

group_work Project — A collection of  Plans for bulk operations, item replacements, cross-plan reporting, and easy navigation between related planograms.

 Store Plan — A floor layout that positions multiple  Plans with location and angle information to represent a full store.

analytics Store Data — A data set (sales, inventory, etc.) that can be bound to  Plans for analysis, heatmaps, and reporting calculations.

shopping_basket Assortment — A saved set of catalog items with customizable filters or item lists, used to filter the catalog or populate assignment Templates.

assignment Template — A rule-based file that automatically generates planogram content by placing items from shopping_basket Assortments into defined regions.

 Component — A reusable dataset Group of products, fixtures, or other elements saved to the Filesystem; can be shared and used across multiple  Plans.

Organization and Access

All files and folders start in a top level folder_special Drive. Every GoPlanogram person User has their own personal Drive. One may create Shared Drives that can then be used by Users and diversity_2 Teams with File > Manage Shared Drives.

Folders and files may specify additional Users or Teams who can access them, via group_add Manage Access. There is a guide on access control privileges here.

Saving Files

save Saving a file is fairly straightforward, though differs slightly depending on what filetype you are saving.

There is a guide on Saving here.

File Tags

When saving you can also specify label Tags for the file, which can help when searching for particular files. Tags are customizable. There is a guide on them here.

Opening Files

One may folder_open Open any file they have WRITE access for. If they have only READ access, they may still Open a Copy of that file.

There is a guide on Opening Files here.

Importing PSA Files

One may vertical_align_bottom Import an external PSA file into GoPlanogram.

The contents of that file can also be used to populate a GoPlanogram receipt_long Catalog

There is a guide on Importing PSA files here.

Projects

A group_work Project is a filetype that acts as a collection of  Plans (and, if your site supports them,  Store Plans).

Projects enable bulk multi-Plan insights Insights, newspaper Reports, and swap_horiz Item Swapping.

The contents of a Project can be assigned statically or dynamically.

There is a guide on Projects here.