Working with Data Forms Offline

  To work with data forms offline:

1. In Excel, from the Smart View ribbon, select Open, then Smart View Panel.

2. Select the offline connection.

   Online connections specify Planning in the Provider column; offline connections specify Offline Planning.

3. Right-click and select Connect.

4. Right-click and select Open Form.

   Note:

   If you have a data form open while you are directly connected to the Planning server, then take the data form offline in the same session, you must reopen the data form from the offline connection to work with it offline.

5. In the offline data form, add or change data.

6. From the Planning menu, select Submit Data.

   The changed data is saved locally. You can exit Excel without losing the changed data.