IBM PLANNING ANALYTICS · VERSIONS · UPDATE PLANNING

When does Planning Analytics need an update?
Check versions. Plan your upgrade.

Architect, Perspectives and older editors are a reason to review your environment. Installed versions, support status and your requirements determine whether an upgrade is due. Appearance alone does not answer that question.

The short answer

Record the versions of TM1 Server, PAW and PAfE and the clients in use. Check the IBM product lifecycle and plan tests for your processes, rules and reports. Standard support for Planning Analytics Local 2.0.9 ended on 31 October 2025; check Extended Support separately.

Read the video summary

Record server and client versions and the tools in use. My version-checking guide shows where to find PAW, TM1 and PAfE versions. Check the lifecycle information for your exact product version and your support agreement. Then choose a suitable target version and the clients you will need. Test the target environment with your data, import processes, rules, books and Excel reports. Also plan backups, a rollback option and user training.

IN PLANNING ANALYTICS WORKSPACE

Step by step.

01

Record your environment

Record server and client versions and the tools in use. My version-checking guide shows where to find PAW, TM1 and PAfE versions.

02

Check support and your target

Check the lifecycle information for your exact product version and your support agreement. Then choose a suitable target version and the clients you will need.

03

Test and schedule the upgrade

Test the target environment with your data, import processes, rules, books and Excel reports. Also plan backups, a rollback option and user training.

IN PRACTICE

From older tools to a suitable target environment.

The video shows typical older interfaces. This current guidance adds context: the product version and support coverage are what matter. Reviewed September 2026.

CURRENT SETUP

What is actually in use?

Include Excel reports and workflows that depend on existing clients.

TARGET

Align tools and versions.

Plan how PAW and PAfE will support your requirements.

TEST

Compare results.

Check important totals, processes and reports before the production change.

COMMON QUESTIONS

Any questions?

Does an old interface prove there is no support?

No. Check the exact version and agreed support coverage. Appearance is a clue, not reliable evidence of support status.

What applies to Planning Analytics Local 2.0.9?

IBM lists 31 October 2025 as the end of standard support and Extended Support availability through 31 October 2029. Extended Support is not an automatic replacement for standard support; check coverage and your agreement.

Where can I find my version numbers?

See Check Planning Analytics versions for PAW, TM1 Server and PAfE.

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Florian KaiserFlorian KaiserPlanning Analytics consultant

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