Downloading the Application Template Zip File from the Web Interface

When you're logged into Planning, Planning Modules, or FreeForm as Service Administrator, you can download a zip file containing these application template workbook files:

  • PlanningApplicationTemplate.xlsx: Creates a Planning application.

  • PlanningApplicationTemplate_epbcs.xlsx: Creates a Planning Modules application.

  • PlanningApplicationTemplate_FreeForm.xlsx: Creates a FreeForm application.

  • PlanningApplicationTemplate_sample.xlsx: Creates the Planning sample application, Sample.

Note:

Starting in 22.03, a single Excel template workbook, PlanningApplicationTemplate_FreeForm.xlsx, allows you to create a multi-cube application (any combination of up to 12 ASO and BSO cubes) for your FreeForm business process.

The multi-cube FreeForm template replaces the two previously-available templates that allowed you to create a single-cube FreeForm ASO or BSO application.

To download the application template zip file:
  1. From the computer where you want to install or deploy the client software, access a business process instance.
  2. On the Planning, Planning Modules, or FreeForm Home page, access Settings and Actions by clicking your user name at the top right corner of the screen.
  3. Select Downloads.
  4. In the Downloads page, Planning Extensions section, click Download for Application Templates.
  5. Save the zip file locally or to a server location that you can access, and unzip the contents.

    You should now have these files saved:

    • PlanningApplicationTemplate.xlsx

    • PlanningApplicationTemplate_epbcs.xlsx

    • PlanningApplicationTemplate_FreeForm.xlsx

    • PlanningApplicationTemplate_sample.xlsx

  6. Open the template file to work with in Excel and proceed with Creating an Application, using the information in Working with Artifacts in the Application Template to modify the template according to your requirements.