Adding the onePlan / Planning tab to Excel

This series of steps assumes you have already setup the proCube Menu Excel Add-in and the onePlan application is installed on the physical or virtual desktop.

  1. Go into File > Options > Add-Ins
  2. Select “Manage Excel Add-ins” > Hit Go
  3. Click Browse > Browse to C:\Program Files (x86)\Satori\Excel Addin
  4. Select Satori_Addin.xlam > Select OK until you are out of the menus
  5. Close and reopen Excel

You should now have the planning menu in Excel.

 

Note: Newer instances of onePlan use proCube or onePlan instead of Satori in the naming conventions.

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