Most of us in today’s society go about our day plugged in to the Internet or connected through our phones. I know I do! Sometimes, however, it is nice to take a break from email alerts, instant messages, and Skype alerts.
Host Analytics Offline Planning Workbook (also referred to as Offline Planning) was created to allow you to perform budgeting tasks while not connected to the Internet. It consists of an Excel Add-In created by Host Analytics, which allows you to open specific templates in Excel.
Offline Planning allows you to do more than just “open templates” in Excel, however. With Offline Planning, you can check template data in and out, synchronize offline data with online data, and refresh offline data with new budget data input by co-workers who are online or plugged-in.
Offline Planning is fully secured and accessed via Host Analytics. In fact, you must login to Host Analytics to access or save templates from the Excel Add-In (depicted below). However, before you can login, administrative users must provide you with access privileges to Offline Planning.
Once logged in to Offline Planning, you can open multiple templates for a Budget Entity in the same Excel Workbook. The following page displays a template opened for “budget input” in the Offline Planning Workbook.
Besides inputting budget data, Offline Planning enables you to apply spreads, apply global fields, apply forecast methods, and modify the spreadsheet grid. For those of you who are not familiar with these capabilities or terms, it means that you can do a whole lot of “stuff.”
I recently heard that there are more Offline Planning capabilities coming down the Host Analytics pipeline in the near future! So, if you can’t always be plugged-in or don’t always want to be plugged-in, check out Offline Planning. And, to those of you who are or have ever been Michael Jackson fans, “rock on” (as in Off the Wall)!