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Knowledge and Support - Adaptive Insights

Where's the Docs?

As of the 2017.2 release, we've moved our product documentation and content from support.adaptiveplanning.com into knowldege.adaptiveplanning.com.

Use the table below to find the QuickSheet and Guide content from support.adaptiveplanning.com you're looking for.

Planning and Reporting User Guides

support.adaptiveplanning.com area QuickSheet or Document Name Knowledge Center Location
Adaptive Planning User Guide Adaptive Planning User Guide

Getting Started

Working with Sheets

Viewing and Building Reports

EIP QuickSheet: Excel Interface for Planning 2016.3  Technical Requirements and Installation for Excel Interface for Planning

Planning and Reporting Administrator Guides

support.adaptiveplanning.com area QuickSheet or Document Name Knowledge Center Location
Adaptive Suite Administrator Guide Adaptive Suite Administrator Guide

Managing the Model

Managing Users and System Settings

Viewing and Building Reports

Planning and Reporting Administrator Guides QuickSheet: Admin Publishing Admin Publishing
Planning and Reporting Administrator Guides QuickSheet: GL Account Administration Managing Accounts
Planning and Reporting Administrator Guides QuickSheet: Setting up a Single Sign On from Salesforce Setting up Single Sign-On From Salesforce
Planning and Reporting Administrator Guides QuickSheet: Dimension Attributes Dimension Attributes

Discovery Guides

support.adaptiveplanning.com area QuickSheet or Document Name Knowledge Center Location
Discovery Guides Adaptive Discovery User Guide Discovery - Classic
Discovery Guides QuickSheet: for Adaptive Discovery Admins Discovery - Classic
Discovery Guides QuickSheet: for Adaptive Discovery Visual Designer Discovery - Classic
Discovery Guides QuickSheet: for for Adaptive Discovery Users Discovery - Classic
Discovery Guides QuickSheet: Editing in Place Editing Options
N/A Discovery for the New User Interface Discovery

Excel Interface for Planning

support.adaptiveplanning.com area QuickSheet or Document Name Knowledge Center Location
Excel Interface for Planning QuickSheet: Excel Interface for Planning 2016.3  Technical Requirements and Installation for Excel Interface for Planning
Excel Interface for Planning User Guide Using Excel Interface for Planninig

Integration Guides

support.adaptiveplanning.com area QuickSheet or Document Name Knowledge Center Location
Integration Guides Adaptive Integration Guide Adaptive Integration
Integration Guides Custom Cloud Data Source (CCDS) Developer Guide Custom Cloud Data Source
Integration Guides NetSuite Integration Guide NetSuite Integration - Setup
Integration Guides QuickSheet: Integration for Discovery Enterprise Adaptive Integration for Discovery Enterprise
Integration Guides QuickSheet: Using the Microsoft Dynamics GP Data Source Using the Microsoft Dynamics GP Data Source
Integration Guides QuickSheet: Using the NetSuite Data Source Using the NetSuite Data Source
Integration Guides Connector - On Premise Guide https://knowledge.adaptiveplanning.com/Integration
Integration Guides Connector - On Premise Diagram https://knowledge.adaptiveplanning.com/Integration
Integration Guides Connector - Hosted https://knowledge.adaptiveplanning.com/Integration
Integration Guides API Documentation API Documentation

OfficeConnect Guides

support.adaptiveplanning.com area QuickSheet or Document Name Knowledge Center Location
OfficeConnect Guides OfficeConnect Technical Requirements and Installation Guide OfficeConnect Technical Requirements and Installation
OfficeConnect Guides OfficeConnect User Guide Using OfficeConnect
OfficeConnect Guides QuickSheet: Multi-Currency in Adaptive OfficeConnect Applying Element Labels

Consolidation Guides

support.adaptiveplanning.com area QuickSheet or Document Name Knowledge Center Location
Consolidation Guides Adaptive Consolidations User Guide Using Consolidation
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