Planful Resources

Customer Community

The Community is the place to: Ask product related questions Share your expertise with other members Share thoughts and suggestions on product enhancements Introduce yourself Get information on the latest events, like webinars and user group meetings Share tips or tricks or read about tips and tricks from the customer service pros

Knowledge Base

The Knowledge Base includes: A forum for announcements: The place to find information on the latest release including; known and resolved issues release notes overview deprecated functionality In depth knowledge articles on all Planful modules.

Planful Academy

Need instruction? Whether you're interested in a virtual course, on-site course, or e-learning, the Planful Academy has it all! Access Planful Academy from the Planful application. To do so, click your name > click Help Resources > select Training.

Planful Support

For additional help, contact the Planful Support Team.

Solution Exchange

Planful provides a Solution Exchange for customers and partners to research, share, publish, and download business solutions. It provides a library of best practice and commonly used business solutions using Planful Dynamic Planning.

Solution Exchange is readily available:

• The URL is https://solutionexchange.planful.com

• It can be accessed from the Planful web site.

• It can be accessed from the Dynamic Planning application, on the Help menu.

  

• It can be accessed from the Blogs published by Planful to customers and partners.

Solution Exchange presents a library of solutions organized by industry at the top of the page. You can also scroll down to see all the solutions. Hover over each solution for a brief description, then click for an overview and technical details. Solutions may include downloadable attachments, screenshots, and solution stats.

Because all the Dynamic Planning solutions are unique, they naturally need to be adapted to fit your organization.

If you are interested in a solution:

• After reviewing the details of the solution, click the Contact Us button.

• You are asked to fill out a form with your contact information.

• The information on the form is sent to Planful Sales team, who will get in touch with you to explain how to use the solution or put you in touch with the partner who produced the solution.

If you have a solution you want to share:

• Click Submit a Solution on the Solution Exchange home page.

• You are asked to fill out a form with your contact information about a brief description of the solution.

• The information on the form is sent to Planful Sales team, who will get in touch with you to discuss the solution and approve it for placement on the Solution Exchange.