Overview
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Overview

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Article summary

Spotlight is an Add-In to Microsoft Excel, PowerPoint, and Word that provides access to all Dynamic Planning capabilities. You can install it in two ways:

  • Automated. Install Spotlight for Office once and get upgrades in future months automatically. This is the ClickOnce method.

  • Manual. Install Spotlight for Office the first time. When an upgrade is released, uninstall the old version of Spotlight for Office and install the new. This is the InstallShield MSI method.

Recommendation : We recommend that you get automatic upgrades by installing ClickOnce. However, if this is not preferred, then install InstallShield MSI and upgrade it manually with every release. We support backward compatibility of Spotlight for Office so you can upgrade the Add-In less frequently (but at least quarterly).

Note:
For specific release dates for Quick Fix and Feature releases, click the link below and open the Maintenance Schedule. https://planful.com/trust/system-status/
If you areAnd you want or have an automated installation:And you want or have a manual installation:

A New User

See How to Use the ClickOnce Installer for Automatic Upgrades.

See How to Use the InstallShield MSI Installer.

An Upgrading User

Do nothing.

See Upgrading SpotlightXL and Spotlight for Office.


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