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True Sky Overview

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About True Sky

True Sky is a corporate performance management solution (CPM) that helps organizations manage their planning, budgeting, forecasting, reporting, analysis and dashboarding needs. End Users interact with True Sky Assignment (Input Allowed) and Reports (Read Only) through an Excel add-in.  This add-in allows you to leverage your existing knowledge of Excel while providing your organization with the process control that Excel lacks.  If you know Excel, you can begin using True Sky with minimal training.


Naming and Formatting Conventions

The following naming and formatting conventions are used throughout this manual:



Before you can begin working with Assignments or Reports within True Sky the following prerequisites must be met:


Enabling/Disabling the True Sky Excel Add-In

If you should ever need to manually enable or disable the True Sky Excel Add-In, perform the following steps within Excel:

  1. Select “File” and then “Options”. The Excel Options window will appear.
  2. Select “Add-Ins” from the left pane.
  3. In the Manage drop-down list at the bottom of the window, select “COM Add-Ins”.
  4. Click the “Go” button beside the drop-down list. The COM Add-Ins window will appear.
  5. Under COM Add-Ins, click on the check box next to the words True Sky to enable the True Sky add in and unclick the check box if the add-in is to be disabled. The appearance of the True Sky Ribbon bar in Microsoft Excel will signify that True Sky is enabled. If it is missing, it has been disabled.

NOTE: If you have not been configured as a user within True Sky and your account enabled, even if the True Sky Excel Add-In is installed and enabled on your computer you will not see the True Sky menu entries in the Excel Ribbon bar.

Excel Add-In Pop-Up Window

Excel COM Add-Ins Pop-Up Window