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Creating Planner Entries from a Curriculum PDF

Updated July 17, 2026

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Creating Planner Entries from a Curriculum PDF

Compass can turn a curriculum PDF into a sequence of HomeTrail planner entries. It creates references and scheduling details; it does not reproduce or replace the curriculum.

Planner import is included with HomeTrail Plus. Open Plus Hub → Compass and find Create planner entries from an authorized curriculum PDF.

Compass curriculum PDF import form using a synthetic family

Create the draft

  1. Select a PDF up to 20 MB.
  2. Enter a curriculum name when the title is not clear from the file.
  3. Choose the students who will use it.
  4. Set the first date, normal session duration, and days of the week.
  5. Confirm that you own the material, it is public or OER, or your license or school permits this planning use.
  6. Choose Create planner entries.

Review before adding

Compass shows the sequence it found, including titles, source page ranges, estimated minutes, and objectives. Estimated minutes are informational; created sessions use the default duration selected in the form. Check the order and references against the original curriculum.

Any team member can choose Confirm to create the custom curriculum and planner entries, or Discard to remove the draft. Continue using the original curriculum for teaching content.

If a lesson is missed later, ask TrailGuide to move that lesson to a new date and reflow the remaining incomplete sequence.

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