If you are unfamiliar with Planning, see theOracle Hyperion Planning User's Guide, available in the EPM Documentation Library. To open this library, from the Smart View ribbon, select the arrow next to Help, and then EPM Documentation.
If the Planning offline component is installed and configured for your system, you can take forms offline and perform essentially the same operations as you do when connected to a Planning server. The changes that you make to offline forms can be synchronized back to the server.