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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.