AX3003

Using plan files

Plan files are used to develop planning data and save that data to the database. This section explains the basic concepts behind plan files and how to use them in the Desktop Client General term for using either the Excel Client or the Windows Client, both of which are installed to the user's desktop..

This section is intended for end users working with existing plan files, to develop and review plans. If you have rights to administer file groups and their components, see File groups and Axiom spreadsheet file setup.

In addition to the plan-specific functionality detailed in this section, you can use standard Axiom file features and tools. Plan files use the same functionality as other Axiom files to perform actions such as changing views or navigating to file bookmarks.