2018.2 Is Available!

As an Early Adopter participant, you will receive the latest enhancements to Dashboards and Analytics, Modeling, Consolidation, Integration, and OfficeConnect ahead of general availability. Begin using all the new features several weeks before the official release.

The Early Adopter program offers participants the opportunity to:

  • Access the new features and functionality ahead of general availability
  • Engage directly with the product management team through scheduled feedback forums
  • Learn tips and tricks to help you take advantage of the new features 
  • Contribute feedback and suggestions regarding the early adopter software and program

​​​​​​​Early Adopter Login

You will be given early access to the new release on June 29th. Existing Early Adopter participants can log in with their existing credentials. Early Adopter participants who requested a demo or sandbox instance, please follow the login instructions provided in your email.

OfficeConnect Login

Best Practice: To share OfficeConnect files, make sure your whole team uses the Early Adopter versions. OfficeConnect files saved from Early Adopter versions cannot be opened in older versions of the product.

Use the link here to download and install the Early Adopter 2018.2 version of Adaptive OfficeConnect. Once installed, you will see a new option in your “Adaptive Insights” folder with Early Adopter versions of all three products. Click on this link to launch the Early Adopter version.

Excel Interface for Planning Login

Best Practice: To share Excel Interface for Planning files, make sure your whole team uses the Early Adopter versions. Excel Interface for Planning files saved from Early Adopter versions cannot be opened in older versions of the product.

Use the link here to download and install the Early Adopter version of Adaptive Excel Interface for Planning. Once installed, you will see a new tab in the ribbon in Excel called “PLANNING.” Click on this tab in the ribbon to log in. Working in Your Model Please perform your routine activities and tasks and report any feedback using the submission forms below.

We’re happy to announce that the Adaptive Insights 2018.2 Early Adopter release is available. Our latest release includes new capabilities to help you streamline your planning and reporting, model your business across currencies, and respond to business changes with richer data sets and on-the-fly analysis.

Please review the self training material prior to attending one of the scheduled Q&A sessions. The 2018.2 release self-training is available here

Enjoy using these new features and participating in our training!

OfficeConnect and Excel Interface for Planning

Login once to access multiple instances in both OfficeConnect and the Excel Interface for Planning. In OfficeConnect, you can use different instances across different workbooks with a single login. In the Excel Interface for Planning, you can use different instances within the same workbook.

Modeling and Consolidation

Weighted Average Translation has been improved and the setup process is fully automated. In a matter of a few clicks, you can set up Weighted Average Translation and define exactly how often you want the account balances to be reset and how the balances are carried forward. For companies that budget the balance sheet in multiple currencies, you’ll be able to see the implications of a change across your entire balance sheet in all currencies. And with retained earnings accounts, you decide how you want to move balances forward by selecting the target account in a dropdown list.


It’s even easier to visualize better business performance. Tailor drop-down menus to the perfect size, and search for dimension values on the context menu bar to quickly find the exact dimension value you are looking for.


New dimension attribute values from your source system are now created on the fly during the dimension import process. Whether the source is an Excel spreadsheet, CRM, ERP, HR, or an operational system, your planning models, forecasts, reports, and dashboards will all have the latest dimension attribute values. As an example, if understanding sales by the color “red” and the size “Extra Large” is important to your sales success, you can now automatically load these dimension attribute values as part of the dimension import process.



Providing Feedback on the New Release

As an Early Adopter program participant, you have a variety of ways to provide feedback.

Email: Leverage the form to the right.

Live Feedback Sessions: Attend any of our feedback sessions throughout Early Adopter process.

Chat on Adaptive Torchbearers: Engage in the conversation and share your insights on this release on our Torchbearers site. Adaptive Torchbearers is our VIP customer program to recognize and reward customers for helping us build better products and grow. Torchbearers provides an easy way to connect with Adaptive on a range of activities: sharing feedback, learning through webinars, participating in the Early Adopter software release programs, and more.

Help and Support

Should you need assistance at any time, Adaptive Support is here to advise you. For product use and functionality questions, please use the 'Report A Bug or Technical Issue' form on the right OR contact the Adaptive Insights support team: support@adaptiveinsights.com.

For reporting a bug, please check the requirements in the section on the right. For general questions please use the Usability Feedback & General Suggestions form on the right OR contact: EarlyAdopterFeedback@adaptiveinsights.com. For training questions, please contact Training@adaptiveinsights.com Report a Bug or Technical Issue Contact Support: If a feature doesn't work the way you expect or you're experiencing technical issues, submit the form below to contact our Support Team directly. Please provide as much information as you can. After you submit the form, you will receive an automated confirmation email with a ticket number. Our expert Support Team will respond as quickly as they are able.

Customers participating in the Early Adopter Programs:

Jul 12
Early Adopter Q&A Session 1
Jul 24
Early Adopter Q&A Session 2

Partners participating in the Early Adopter Programs:

Jul 19
Partner Q&A Session

Feedback & Usability

To provide usability feedback and suggestions please contact EarlyAdopterFeedback@adaptiveinsights.com
To report a bug or technical issue please submit a bug report here. Please include that you are an EA customer.

Join Adaptive Torchbearers

Join our customer VIP community and you’ll get privileged access to best practice resources, exclusive educational content, peer networking and more! You’ll earn points for your participation which can be redeemed for rewards like gift cards, training and user conference passes, and unique customer experiences.

Here’s how Adaptive Torchbearers works:

  • We’ll give you an easy way to connect with Adaptive and peers on a variety of activities such as learning webinars, sharing feedback, and more
  • Along the way there will be rewards that show our appreciation for your participation
  • We want this to be fun too, so we are using a points system as ‘currency’ for rewards

Join Today!