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Understanding Application Ribbon Icons
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Global Search | With Global Search you can search for any application page, dashboard, template or report and go directly to that page. This allows you to find specific pages in the application without having to click through the navigation path. |
Notifications | Click to view notifications, which are system-generated messages about processes, scenarios, and reports you are running in the application. Planful automatically deletes the history of notifications that are older than 30 days. Notification Settings:Email NotificationsSelect the appropriate checkboxes to receive the appropriate notifications via email whenever the status updates/changes.Budget statusDuring the Workflow process, the status of budgets constantly changes. Select whether you want to receive an email regarding the status change of budgets by selecting the appropriate checkboxes.
Dynamic Commentary
Note You will not receive an email notification for Mark as Completed action when the task is completed from the Task Manager page. The email is sent to you if the status of the task is updated from the Comments window
MyPlan StatusSubmit- Receive an email once a MyPlan has been submitted.PredictPredict Processes- Select this check box to enable application notifications for all actions related to Predict functions (for example, enabling Signals and Projections, training models, resolving signals, and excluding GL combinations).Task ManagerAll Actions - This check box helps enable email notifications for all actions related to a task in the Task Manager (for example, creation, updation, completion, and deletion of a task). This feature is enabled by default. In case you wish to disable this feature, you can deselect the All Actions checkbox.In-App NotificationsSelect the appropriate checkboxes to receive the notifications via In-App notifications whenever the status updates/changes.
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Bookmark | Create bookmarks for specific templates, reports, dashboards, and application pages that you frequently access within the application. Bookmarks allow you to access specific application pages with one click. To create a new bookmark:
Note: If a Dynamic Report is deleted, the bookmark is not removed. The bookmark must be explicitly deleted from the Dynamic Report. When you are on a page that is bookmarked, you can edit or remove the bookmark. Bookmarks are user-specific and are not public. Click Bookmark Manager to edit the location of your bookmarks within the folder structure, as well as manage the folders themselves. Bookmark Manager - Description of FieldsRecent - click to view the most recent bookmarks created or edited.
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| The cube status has either partitions to process (red colored icon) or all partitions processed (green colored icon) |
Point of View | Point of View (POV) is a setting for each dimension that controls data displayed in a report. See: Point of View |
User Profile Menu | Access the following assets by clicking the User Profile Menu icon:
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Announcement | Click to view updates posted by authorized users. All major announcements posted on the Planful application will also be sent to active users via email notifications. |
Help & Support for Support User | Access the following assets by clicking the Get Help icon:
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Customize the top toolbar of the application to display a personalized application name to identify the application on which you are working. You can contact the Planful support team to set the required display name. Note: The toolbar will display only the first 10 characters of the name. The full name of the application will be displayed only if you hover the cursor over the name. |