Frequently Asked Questions (FAQs)

In Planful, a user's email address serves as their unique identifier and cannot be modified. If an email address change is necessary, the recommended approach is to deactivate the existing user account and create a new one with the updated email address.

If a user's welcome email link has expired, administrators can resend it by following these steps:

1. Navigate to Maintenance > Administration > User & Role Management > User.

2. Select the user for whom you want to resend the welcome email and click the Reset Password icon.

3. In the Password Reset page, click Send.

   The user will receive a new login link via email to set their password.

A module is a functional area designed to support specific financial processes. Modules help structure financial planning, reporting, and analysis.

• Dynamic Planning – A flexible advanced multi-dimensional engine and analysis tool for operational planning and comprehensive analysis.

• Structured Planning – A guided approach to budgeting, forecasting, and long-range planning with predefined workflows.

  • Workforce Planning – Focuses on headcount, salary, and benefits planning.

• Reports – Enables financial and operational reporting, including ad hoc analysis and formatted financial statements.

• Dashboards – Provides visual analytics and KPIs for real-time financial insights.

• Consolidation – A cloud-based accounting tool that helps you handle complex GL structures across your entities seamlessly.

To check your current Administrator (Support Role) account limit, contact Planful Support or your Planful Account Manager.

To manage the Administrator (Support Role) licenses, contact Planful Support or your Planful Account Manager.

Power User is a type of Dynamic Planning user role who can download all metadata, ensuring full access to dimensions with all privileges (PCR super admin/reporting admin).

A Business user cannot be directly converted to an External user from the application. To make this change, contact Planful Support and submit a request to add the user as an External User.

Convert Budget to Forecast

No, you cannot convert the Budget scenario to Forecast. However, you can create a new scenario and manually seed or copy data from the existing one.

Actual Scenario not Forwarding

No, the Actual Scenario cannot be forwarded. It is a system-defined scenario that is automatically available to all users. While it can be used as a source for creating new scenarios, seeding data, or comparisons, it cannot be edited, deleted, or manually forwarded.

1. Navigate to Maintenance > Administration > User & Role Management.

2. Click the Navigation Role tab.

3. Select the Navigation Role assigned to the user and click Navigation Access.

   Note:

   To find a user's assigned Navigation Role, go to the User page by navigating to   Maintenance > Administration > User & Role Management and check the Navigation Role column.

4. Under Planful Navigation, go to Maintenance > Report Administration.

5. Select the Verify Data checkbox.

6. Click Save.

You can define the current period by creating a scenario that reflects the relevant time frame. This scenario can then be used across Reports, Templates, and other modules to reference current period data.

For example, if your fiscal year runs from February 2025 to January 2026, create a scenario named FY25_Current and assign the appropriate fiscal year. When applied in reports or templates, this ensures all data reflects the defined current period.

Click here to learn more about scenario types and how to create them.

If new accounts are added in NetSuite for the scheduled Data Load Rule (DLR) and do not exist in Planful’s hierarchy, the system will automatically create them with default properties. You can then update their properties in Hierarchy Management and move them to the appropriate roll-up member.

Note:

The Data Load Missing Segment Member flag must be enabled for accounts to be created automatically. Contact Planful Support to enable this flag.