Skip to main content
Documentation
Documentation
Adaptive Planning
Last Updated: 2023-06-23
Log In to OfficeConnect

Log In to OfficeConnect

Before you begin

Log In from
Adaptive Planning

  1. Start MS Excel, Word, or PowerPoint.
  2. Open a blank workbook, document, or presentation.
  3. Select the
    OfficeConnect
    tab in the ribbon.
  4. Select
    Log In
     and enter your
    Adaptive Planning
     user ID and password. You may be prompted to update
    OfficeConnect
    . Always click
    Yes
    to get the latest version.

Use SAML SSO to Log In

If SAML is turned on for your instance, you can log in to
OfficeConnect
 using the SAML SSO settings. See Enable SAML SSO for all Users.
Depending on which SSO option is enabled, you can log in to
OfficeConnect
 using you
Adaptive Planning
 credentials.
  • Allow only SAML SSO.
    Enter your
    Adaptive Planning
     username or email. Leave the password field blank and select
    Submit
    . You are redirected and can log in using your IDP credentials.
  • Allow SAML SSO and direct Adaptive Insights login
    . Do
    only
    one of the following:
    • Enter your
      Adaptive Planning
       credentials to log in.
    • Enter your
      Adaptive Planning
       username or email and select
      Submit
      . Leave the password field blank to use SAML SSO. You are redirected and can log in using your IDP credentials.

Log In from Workday

If you are a Workday
Adaptive Planning
 customer, you can log in to either
OfficeConnect
 or
Excel Interface for Planning
 using your Workday credentials in the following ways:
  • Your IT administrator sets up your
    OfficeConnect
     installation with Workday login settings.
  • If the Workday login settings were not included during IT installation, you manually enter these settings when you log in to OfficeConnect.