This is exactly part of the confusion as they are actually two different things.
The playbook tells you how you want that specific play to play out - more rushing on the inside, more passes medium, etc.
The formations tell you which players are more likely to be involved. IF the play calls a rush to the inside, who is more likely to get the ball. IF the play tries to target a player in the medium area, who is most likely to be that target.
It might make sense to look at it through the 2.0 lenses - the playbook settings are essentially the same as what you had in 2.0. The difference being that instead of "Aggressiveness" settings that tell you what percent of inside rushes or medium passes you want to make, you set them explicitly. Other than that, and a difference in the way you mark which of them is active, its essentially the same settings. In 2.0, the formation settings were fixed, baked in, for the player receiving distributions and depth charts. You could adjust the player rush distributions through settings on the depth chart page, but those were applied over all formations, plus the "Third-Down" and "Short Yardage" back settings which were again locked into certain situations. In 2.0, formations had all of these settings, you just couldn't see them or change them.
If you want to keep it as simple as possible, but want to take advantage of the advanced settings, I would recommend:
- Ignore the position role settings. These are only there for you to use in evaluating your players and recruits.
- Set only the default position depth charts (QB, RB, etc.) plus FB, ILB, OLB, DT, and DE - to get you what you are familiar with in 2.0.
- Do not add formations. Set your default formations to pull from the FB, ILB, OLB, DT, and DE depth charts where appropriate.
- Now, set up playbooks using the formations as you would normally in 2.0.
At that point, you are essentially the same as 2.0 with a few additional settings in the playbooks, and we will be working on adding some tools to help facilitate making mass changes in those playbooks.