June 2025 Release Notes

Latest Product Release - June 2025 (v25.6)

Explore what’s new in Planful’s June 2025 release! This update brings significant enhancements across key features:

• Budget Manager Experience: Introduced a Remove option in the Share Template dialog to deselect recipients before sharing is confirmed.

• Structured Planning: Added hover-text in the Planning Control Panel to display template name and type.

• Workforce Pro: Enabled advanced planning actions to start the day after the Position Start Date, regardless of the current date.

• Workforce Pro: Enabled mass updates and inline edits for active employee profiles in the Employee Roster for actions like Promotion, Transfer-In, and Backfill.

• Workforce Pro: Attribute updates for “By Period” and “By Range” now trigger automatic recalculation of employee data.

• Workforce Pro: Introduced SOMONTH, NOT, and ISBLANK functions in Custom Compensation for more flexible compensation logic.

• Dynamic Planning: Enabled import, export, and model mapping of non-numeric fields such as comments and text for enhanced qualitative analysis.

• Planful AI Analyst: Introduced a generative AI assistant to analyze financial data using natural language and return tabular summaries, charts, and narrative insights.

• Planful AI Help: Introduced in-product assistance that provides contextual help and links to documentation through a natural language chat interface.

• Predict: Signal Context and Adjust Projections screens now retain the user’s last-used preferences for toggles like "Chart Only" and "Show Details."

• Platform: Enhanced the Copy Scenario workflow by allowing rename and lock/unlock during copy, reducing steps and saving time.

• Platform: Clear Data operation now automatically triggers cube processing for affected scenarios, improving accuracy and efficiency in reporting.

• Integrations: Data Load Rules now support partial record loading, bypassing invalid records and reducing failures.

• Integrations: Introduced an Export Attribute Hierarchy REST API to extract Attribute Hierarchy member data (leaf and roll-up) in CSV or JSON format.

Stay informed with the latest product release details and optimize your Planful experience with these enhancements.

Explore these latest release notes to make the most of the new features and enhancements!

Budget Manager Experience: Introduced the Option to Remove Users in the Share Template Feature

With this release, we have enhanced the Share Template dialog box in the Planning Control Panel by introducing a Remove option that allows users to deselect recipients when sharing templates individually. Previously, users could select multiple recipients but could not remove them without restarting the entire process. This enhancement lets users easily modify their selections before confirming the sharing action.

Note:

When a template is already shared with a user, the Info icon is displayed next to the user's name instead of the Remove icon.

Structured Planning: Hover-Text Update in Planning Control Panel

Users can now easily identify templates within the Planning Control Panel. By hovering the cursor over a template, a tooltip will display the template name and template type. This enhancement improves visibility and speeds up the template selection process.

Workforce Pro: Enhanced Date Selection for Advanced Planning Actions

With this release, advanced planning actions can be initiated from the day following the Position Start Date, regardless of the current date. This enhancement simplifies the selection process, ensuring clear, consistent, and flexible initiation dates for all advanced planning actions. To learn more about the actions menu, click here.

Previously, date selections were restricted based on a comparison between the current date and the position start date, allowing actions to begin only from the later of the two dates.

For instance, if the position start date was in 2024 but the current year was 2025, the system would previously block initiating actions from the next day after the 2024 position start date.

Example: If an employee's Position Start Date is 12/15/2024, as shown below:

The Promotion action can now be scheduled starting from 12/16/2024, irrespective of whether the current date is in 2025 or later, offering improved usability and clarity.

Workforce Pro: Mass Update and Inline Editing Capabilities in Employee Roster

With this release, you can now perform mass updates and inline edits directly within the employee roster for employees involved in advanced planning actions, including promotions (latest position), transfers, backfills, and normal employees. This enhancement applies to both roster view and card view.

Previously, mass updates or inline edits directly from the roster were not supported for these advanced planning actions, limiting flexibility. This improvement now streamlines the process, enabling efficient employee management directly within the roster.

Important Notes:

• Mass updates and inline editing only apply to active employee profiles associated with advanced planning actions, such as the latest position for Promotions, Transfer-In, and Backfills. They do not apply to profiles tied to Termination, Transfer-Out, and Promotion records (previous position) profiles. These excluded profiles will continue to appear in the exception report as usual.
  For example, you can mass update the pay plan for employees recently promoted to their latest position, transferred in, or assigned to backfill. To learn more about how to perform the mass update, click here.

• Inline edits cannot be applied to Transfer Out profiles. If you attempt to edit fields for a Transfer Out employee, the changes will automatically revert to their original values. Updates are only saved for Transfer In employee profiles.
  For example, editing the bonus percentage for an employee transferring in will successfully apply, while the transferring out employee’s bonus will automatically revert to the previous value.

• Inline edits cannot be applied to employee records for previous positions.
  For example, any attempt to edit the annual salary for a promoted employee’s previous position record will be rejected, and an exception report will be generated as shown below.
  

Workforce Pro: Automatic By Period and By Range Attribute Updates

With this release, any updates to "By Period" and "By Range" attributes will automatically process the associated employees to recalculate and reflect updated values. This ensures data remains accurate and up to date without requiring manual reprocessing. To learn more about “By Period” and “By Range” attributes, click here.

Notes:

• You can modify the Workforce Attributes (including Range and By Period) only if the entity is in the “In Progress” state. To learn more about Entity Workflow and its status, click here.

• If the scenario is locked, you can edit the attribute, but the employees are not processed, so values will not be recalculated to reflect the change.

Workforce Pro: Added New Function Support in Custom Compensation

With this release, we’ve added the following three new functions in Custom Compensation.

Dynamic Planning: Enhanced Support for Non-Numeric Fields

With this release, we have enhanced support for non-numeric fields, enabling users to import, export, and map non-numeric measures, such as comments and text, across models. These improvements support greater flexibility and consistency in managing text-based data within planning workflows.

Key capabilities include:

• Import/Export: Non-numeric data can now be exported to a .csv file and re-imported as needed.

• Mapping Across Models: Mapping is supported when both the source and target models have the Non-numeric Measures flag enabled, and Move Non-numeric Data flag is set to Yes at map level.

Notes:

• Non-numeric measures are excluded from export if the intersection is a roll-up. It can only be exported for the intersections that have data.

• Non Numeric Data is only transferred between common Non Numeric measures in source and target dimensions.

• Data history is not supported for non-numeric fields.

• Non-numeric measures must be pivoted to columns in views and reports; row placement is not supported.

Planful AI: Introduced Planful AI Analyst

With this release, we are excited to introduce Planful AI Analyst—an intelligent, generative AI assistant embedded within the Planful application. It empowers finance and business teams to perform real-time financial analysis using natural language. By eliminating the need for manual report building or complex formulas, Planful AI Analyst provides instant insights, trend analyses, and performance comparisons.

Note:

To enable Planful AI Analyst, please contact your Planful Account Manager.

Key Benefits:

• Gain Instant Financial Insights: Retrieve real-time data summaries, trends, and comparisons using natural language, no need to build or run reports.

• Enable Self-Service Analysis: Empower executives and business teams to independently explore financial performance, reducing reliance on financial analysts.

• Engage in Context-Aware Conversations: Ask follow-up questions and refine results through ongoing dialogue for deeper, conversational analysis.

• Drill Down with Ease: Break down financial data by dimensions such as region, department, or product with a simple query, without the need to find reports or manually create new ones.

• Save Time and Boost Efficiency: Eliminate manual steps in reporting and analysis, freeing time for strategic financial planning.

• Access Visual and Narrative Output: View results as tables, charts, or Planful AI-generated narratives to quickly interpret performance and trends.

• Export with Flexibility: Download tables and visuals in Excel or PNG format for easy sharing and collaboration.

How to Use Planful AI Analyst

1. Click the Planful AI icon in the top toolbar.

2. In the Planful AI dialog box, expand the Help mode menu and select Analyze mode.

3. Type your financial question and press Enter or click the Arrow icon.

4. View the returned tabular data, charts, and a Planful AI-generated summary.

5. Click the Full Screen icon to expand the view or select the Thumbs Up or Thumbs Down icon to provide feedback on incorrect or irrelevant responses.

   

Planful AI: Introduced Planful AI Help

We are excited to introduce Planful AI Help. It is an intelligent, in-product assistant designed to enhance user efficiency by providing contextual products within the Planful application. With Planful AI Help, users can ask questions in natural language and receive real-time assistance to perform tasks, navigate and use Planful application functionality, or find helpful articles without leaving the application.

Note:

Your Planful AI Help is being gradually enabled for customers. If you would like early access, please email  legal@planful.com.

Key Benefits:

• Access On-Demand Assistance: Get instant answers and step-by-step guidance without submitting a support ticket or manually searching product documentation.

• Ask Questions in Natural Language: Use everyday language, no need for technical terms or precise menu paths.

• Boost User Productivity: Minimize time spent searching documentation or waiting for support by receiving real-time responses.

• Receive Contextual, Actionable Guidance: Get personalized instructions and article links tailored to your exact task or without leaving the application.

• Contribute to Continuous Improvement: Use built-in feedback tools to flag inaccurate responses, helping the system learn and improve.

How to Use Planful AI Help

1. Log in to the Planful application and click the Planful AI icon in the top toolbar.

2. In the dialog box, enter your question in the search field and press Enter or click the Arrow icon.

3. View the Planful AI-generated response, including links to relevant articles.

4. Use the Thumbs Up or Thumbs Down icon to submit feedback on incorrect or irrelevant answers.

5. Select Start New Chat to clear the current session and begin a new query thread.
    
   

Predict: Signal Context: Chart Default to User Preference

With this release, we’ve enhanced the default settings for the Signal Context screen in Planning Templates and Dynamic Reports to better align with users’ recent preferences.  

Previously, the Chart Only option was always toggled on by default when opening the Signal Context screen.

Now, the Chart Only setting will retain the user's most recent preference, toggling on or off based on their last selection. Users can manually toggle on or off to view details as needed.

Predict: Adjust Projections: Default to User Preference

With this release, we’ve enhanced the default settings for the Adjust Projections screen in Planning Templates to better align with users’ recent preferences.

Previously, the Show Details section was hidden by default when opening the Adjust Projections screen. If a user expanded Show Details and later closed the Adjust Projections screen, the setting would reset the next time the screen was opened.

Now, if the user enables Show Details, it will remain visible in subsequent sessions until manually turned off.

Platform: Enhanced Copy Scenario Process

Renaming and locking/unlocking a copied scenario is now easier!

Platform: Automated Process Reporting Area After Clear Data

Clear Data Now Automatically Triggers the Process Reporting Area!

With this release, the system automatically processes the scenario cube once the Clear Data operation is complete. When users clear data, the system immediately processes all impacted scenarios to reflect the latest information.

Previously, users had to manually process the scenario cube for each affected scenario. This step was sometimes overlooked, leading to incorrect values in Reports.

The latest update ensures reports reflect cleared data immediately, removes the need for manual actions, and improves accuracy and efficiency in reporting.

Integrations: Enhanced Data Load Rules Functionality

With this release, we have enhanced Data Load Rules (DLR), providing greater flexibility by supporting partial loading of employee records. Previously, data loads failed if a single employee entry was invalid. Now, valid entries load successfully, and only invalid entries are skipped. To learn more about the Employee Load Data Load Rule for Workforce Planning, click here.

Note:

The supported Load Types are File Load, Copy/Paste, and Web Services.

Benefits:

• Reduced downtime through minimized load failures.

• Streamlined issue identification and data management.

• Strengthened data accuracy with improved advanced action checks.

Key Enhancements:

• Partial Data Loading:

  • Automatically bypass invalid employee records during the data load process.

  • Valid entries continue to load seamlessly, while problematic entries are clearly detailed in the Data Level Exceptions section and the Exception report.
    For example, the DLR load is completed with partial success when performing an employee load.
    

  • When an Employee Load is performed, you can see that the DLR load is partially successful.
    

    
    Valid Employee entries are successfully loaded, which can be confirmed by refreshing the employee roster.
    

• Advanced Planning Actions Integration:

  • Automatically identifies and skips records associated with Advanced Planning Actions (e.g., promotions, terminations, transfers), ensuring these records are automatically excluded from DLR processes.

Integrations: Export Attribute Hierarchy REST API

We’ve introduced a new Export Attribute Hierarchy REST API, designed to simplify the extraction of attribute hierarchical data for financial reporting and analysis. This API allows users to export leaf-level members of Attribute Hierarchies, along with their roll-up nodes for the Finance Hierarchies type. It supports responses in both CSV and JSON formats.

The exported data is fully compatible with Data Load Rules (DLR), allowing seamless integration into data loading processes.

To learn how to export Attribute Hierarchy using the REST API, click here.