Understanding Components Settings

Components

The software installed on your computer.

Status

Indicates whether or not the software or tool is installed.

Resource

Downloads may appear in this field.

Offline Planning Workbook

View Offline Planning documentation.

To use Offline Planning, you must have the following components:

• Office 2010 or above

• VSTO 4.5.2 Runtime SP1 (Visual Studio Tools for the Office)

A formula that would normally work in Excel may not work within a Planful template. While Excel supports up to 64 nested IFs, it is recommended that you do not use more than five. A workaround is to split the formula into multiple rows and hide the rows that you don’t need.

Download

Install the Excel planning prerequisites including the Planning Workbook.

• The Security Warning dialog page is opened. Click Run.

• On the Customization Installer dialog page, click Install.

• Once the installation is complete, click Close on the Installer dialog page.

• On the File Download dialog page, click Save to save the HAExcelPlanningClient.xlsx file to a selected folder on your computer.

• Open the Workbook file to input data.

Offline Planning may or may not be available based on your subscription.