Add-Ins

Planful offers optional Excel Add-Ins. A brief synopsis of each Add-In is provided below. Click the associated link for information about the Add-In, installing it, and use of.

AirliftXL - This Excel-based add-in tool, called AirliftXL, integrates with Planful to leverage Excel sheets to rapidly transform Excel data into a workable Planful template. AirliftXL leverages all Excel functions, formulas, designs, layouts, etc. and loads this data to Planful.

Offline Planning - Planful Excel Planning Workbook (also referred to as Excel Client or Offline Planning) for budgeting is a Microsoft Excel Add-In that provides functionality to open templates in Excel for budgeting purposes.

New Versions of Add-Ins

A new version may be available:

• For AirliftXL, refer to the following Knowledge Base article: https://planful.zendesk.com/hc/en-us/articles/207426263-AirliftXL-Installation

• For Offline Planning, click the link above.