Install Planning

  1. In the OneStream Solution Exchange, go to OneStream Solutions and select the People Planning tile.

  2. On the Planning Solution page, select the appropriate OneStream platform version from the Minimum Platform Version drop-down list.

  3. Select the most recent version from the Solution Version drop-down list and then click Download.

  4. Log in to OneStream.

  5. On the Application tab, click Tools > Load/Extract.

  6. On the Load tab, locate the solution package using the Select File icons and click Open.

  7. When the solution’s file name appears, click Load.

  8. Click Close to complete the installation.