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Adaptive Planning
Reference: Technical Requirements for Excel Interface for Planning

Reference: Technical Requirements for Excel Interface for Planning

Installation Prerequisites

If you haven't already installed the prerequisites, administrative permissions are requested during the
Excel Interface for Planning
 and
OfficeConnect
 installation. Alternatively, IT can install these prerequisites in advance to enable users to install without administrative permissions.
Microsoft .NET Framework 4.8
If you prefer, install .NET 4.8 beforehand.
Microsoft Visual Studio 2010 Tools for Office Runtime
Required: Install Visual Studio Tools for Office Runtime beforehand.
Workday Event Log Components
The add-in installation automatically installs the components.
The components display in the Windows Control Panel, Programs and Features list as a separate item. They enableOfficeConnect andExcel Interface for Planning to log errors and other data to the Windows Event Log.
To download the Workday Event Log Components separately, use this URL

Hardware and Software Requirements

To install
Excel Interface for Planning
 or
OfficeConnect
 the first time, you must have Windows administrative permissions.
See:
Operating System
Microsoft Windows 11 or later
Server/desktop virtualization environments (such as Remote Desktop Services)
We don't support the Mac operating system.
Web Browsers
FireFox
Latest version, latest ESR
Chrome
Latest version
Microsoft Office
OfficeConnect requires Microsoft Office (64 bit recommended) with the Semi-Annual Channel install.
Microsoft Office 2021
Microsoft Office 2024
Microsoft Office 365 Pro Plus (32-bit or 64-bit)
Memory (RAM)
8 GB minimum
Learn how to check your computer RAM (instructions at the bottom of this page).
Language, localization
English
Regional Settings
English

Update Requirements

Promptly install updates for Excel Interface for Planning and OfficeConnect.
Per-User Updates
When Workday releases a new update, it prompts each user to install the update when logging in to Excel Interface for Planning or OfficeConnect. Each user can update without administrative permissions, or, if preferred, IT can silently install updates for multiple users.
Promptly install the update before the deadline noted in the prompts.
Per-Machine Updates
When
Workday
 releases a new update, it prompts members of the local administrators group to install the update by a certain date. In general, you have 60 days to install the update from the time of the release.
For the first 45 days, we notify only users with administrative permissions. After 45 days, users also start seeing daily notifications of an available update. OfficeConnect and Excel Interface for Planning require users and admins to install the update by the date listed in the notification.

Check RAM

To check the memory (RAM) installed on the computer:
  1. Click the Windows Start button.
  2. In the search box, type
    msinfo32
    , and press Enter.
  3. In the right pane of the System Information dialog box, the number listed for Installed Physical Memory is the RAM installed in your computer.
  4. Make sure it is at least 4 GB. For optimum performance,
    Workday
     recommends 8 GB.

Support

Need help installing or using
Excel Interface for Planning
 and
OfficeConnect
? Contact us.