Scenario Editor

Use the Scenario Setup sections

Scenario Setup remembers your last section; new workspaces normally select People. The sidebar groups Model, Requirements, Preferences, and Global goals.

On mobile, the editor opens on the section menu beside a dimmed workspace strip. Tap a section or the strip, or swipe left, to enter the workspace; swipe right or tap the caret beside the section title to return. In tables, a rightward swipe returns only if the table was at its left edge when the swipe began.

Model

Each person is assigned once per participating session, respecting group capacity and minimum occupancy.

Add or scaffold groups

Use Add Group for one named group, or Scaffold groups to calculate a set from Number of groups or People per group.

Select Preview changes, review additions, removals, capacity changes, and blockers, then Apply scaffolding. Existing group identities are retained by position. A group cannot be removed while a manual constraint still references it.

In List or CSV view, the group columns are Group name, Default capacity, Default min, Session capacities, and Session minimums. Session arrays use JSON in CSV mode, for example [6,6,0].

Define attributes and people

Attribute Definitions supports Cards, List, and CSV. In CSV mode, separate possible values with |.

Enter people using:

• Add Person for one person at a time;
• List or CSV for bulk editing names, Sessions, and attribute columns;
• Import Data for a Names list, Spreadsheet CSV, or Zoom breakout CSV.

Names list and Spreadsheet CSV replace all current people after confirmation. Zoom CSV merges by email and adds or updates zoom_email and zoom_room attributes.

List and CSV edits stay drafts until you select Apply changes or Discard changes. Leaving with a draft offers Stay, Discard and leave, and Apply and leave.

Add requirements, preferences, and the objective

Requirements must hold in a returned schedule:

• Fixed Placements assigns selected people to one target group.
• Keep Together puts all selected people in the same group.
• Keep Apart separates every selected pair.

Preferences can have violations and add weighted cost:

• Prefer Together
• Prefer Apart
• Balance Attributes
• Attribute Totals
• Encounters
• Group Visits

Objectives are global schedule-quality goals:

• Maximize Contacts rewards distinct pairs meeting at least once.
• Avoid Repeats penalizes pair meetings above its global threshold using the selected linear or squared cost.

An objective weight of 0 removes it from the score.

In scope selectors, All includes current and future people, groups, or sessions. Selecting every item individually creates a fixed list that later additions do not join.

Requirements, preferences, and objectives explains how each family is measured.

Use automatic attribute distribution

Under Balance Attributes, the Auto distribute and Allocation overview panels start collapsed, keeping the constraints table visible. The Weight legend in Allocation overview applies to every attribute shown.

Select Auto distribute in the page actions to create live targets for one attribute across every current group and session. Choose the Attribute, Weight, and Mode, then select Enable auto distribution. This replaces that attribute's manual Balance Attributes rows after you confirm.

While active, targets recalculate when people, attendance, values, groups, capacities, or sessions change. Unavoidable rounding differences rotate across sessions rather than staying with one group, and identical session targets merge into one multi-session constraint. Cards and List show generated rows as read-only Auto managed constraints; editable CSV includes manual rows only. Turn off keeps the current targets as editable rows.

Review versions and recover earlier work

Select History → Setup in the workflow bar. The local status strip shows the current version, loaded history, and browser availability. Browse exact revisions under All changes or named restore points under Named versions.

Select a revision to see its summary and differences from the current scenario beside the history list on desktop. On narrow screens, Back to versions returns to the list.

Fork a version into a separate scenario, revert it as a new change, or name an exact revision. Named versions reference existing history without copying the scenario. Restoring Setup preserves later history and saved results. Result history is separate, and permanently deleted results stay deleted.

Diagnostics & recovery reports durability and document problems, offers supported repairs, and downloads a raw recovery copy. History and recovery work without an account or cloud connection.

Generate the schedule

With basic controls, select Generate Groups in the workflow bar. GroupMixer runs the recommended plan and opens the result.

With Advanced controls enabled under Preferences → Editing in the account menu, open Solver to review Scope, Starting Point, Search, and Effort first. If generation reports Scenario needs changes, follow Review groups, Review people, or Review constraints in the notification. See Run and improve a solve and Troubleshoot scenarios and solves.