Planful AI Help Dictionary - Maintenance

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The Maintenance - Dictionary article provides definitions and explanations of key Planful concepts, and features, mapping user search terms and common questions to the Planful terminology to ensure consistent AI-driven guidance, accurate article references, and faster navigation.

Planful Terms	Alternate Phrasings	Commonly Asked Terms	Help Links
Add Budget Entity Member	Where do you add new locations in planful? Entity hierarchy setup for new locations Where to add new business unit/location How to create a new location in Entity setup?	Add new location, new business unit, entity setup for new location	Adding a New Budget Entity:https://help.planful.com/docs/how-to-create-a-new-department-as-a-budget-entity
Add Members in Hierarchy Management	How to add a member to a Dimension? How to add a member to a Segment? Add element in hierarchy management How do I add member to Cost Center? How to add a member to Department?	Insert member, add Member to Hierarchy, add member to dimension, add member to segment	How to Add a Member to the Hierarchy:https://help.planful.com/docs/how-to-add-a-member-to-hierarchy
Add User	How to Set Up accounts in Planful? How to Set Up a new user account in Planful?	Set up user account, set up account	How to Add a New User:https://help.planful.com/docs/how-to-add-a-new-user
Application Audit / Audit Log	Where can I see login history report? How to track user login activity? Generate login history report How do I pull a user access report? Report of all login attempts How do I turn on functionality to see updates to templates?	Login tracking, track user activity, track template changes, track scenario changes, login history, login history report, user access history	Using Application Audit:https://help.planful.com/docs/application-audit
Change Home Screen	How do I change my Planful home screen? Steps to update home screen Switch landing page Change Planful start page Update landing screen in Planful	home screen, landing page, default Landing Page, change home screen, change landing page	Changing Home Screen:https://help.planful.com/docs/changing-home-screen
Create a Dimension member / Segment member	How to create a new GL account in planful How to create a new Chart of Accounts account in planful How to add a new account to our chart of accounts? How to add an account to the Hierarchy? How to add account on Dimension?	Create Gl Account, create CoA, create Chart of Accounts, add account to CoA, add account	Adding a Member to the Hierarchy: https://help.planful.com/docs/how-to-add-a-member-to-hierarchy
Data Load Audit (via DLR)	Enable tracking for data load updates Track who updated actuals load Show user updates on data load templates Steps to enable audit of actual load changes	Data load audit, actual data load changes	Data Load History: https://help.planful.com/docs/setup-application-audit#data-load-history
Deactivate user account after X number of day(s) without login	How do I extend inactive user threshold? Change user inactivity duration Increase timeout period for users Extend idle session time Update inactivity threshold Raise Planful inactivity setting Allow longer inactive threshold	Update inactivity settings, user inactive period, extend inactive time, inactive threshold, increase inactive days settings, extend user access, user access expiry date	Understanding Security Administration: https://help.planful.com/docs/security-administration#tenant-group-security-settings
Delete Scheduler Job	How do I cancel running Cloud Scheduler job? Stop scheduled job in progress Cancel cloud job mid-execution Terminate active job in scheduler End mid-job scheduled process	Cancel job, cancel cloud Scheduler, stop scheduler	Understanding Job Manager: https://help.planful.com/docs/job-manager
DI-Autocreated-account-members	How do I move autogenerated account? Steps to reassign auto-created accounts Can I relocate auto-created accounts? Update autogenerated account mapping Fix auto-created account position Adjust autogenerated account settings	Auto-generated accounts, autogenerated dlr accounts, move DI-auto generated accounts, Reassign auto-created accounts, Relocate DI members	How to Move Leaf/Rollup Members Within a Hierarchy: https://help.planful.com/docs/how-to-move-leafrollup-members-within-a-hierarchy
Enable Web Services Access	How do I enable web services for user? Steps to turn on API access Provide user web service access Enable profile for web service	web services user access, web services profile	How to Configure Web Service Access: https://help.planful.com/docs/data-integration-configuration#how-to-configure-web-service-access
Export Hierarchy	How can I export my chart of accounts? How to export CoA?	export CoA, download hierarchy	How to Export the Hierarchy: https://help.planful.com/docs/how-to-export-the-hierarchy
Latest Release Notes	Can I Sign Up to Receive Release Notes by Email? Can i sign up to have new release notes emailed to me? How to Stay Informed About the Latest Release Notes?	Release Notes email, latest feature release, new product updates, new product enhancements	Release Updates: https://help.planful.com/docs/release-updates
Planful Account Manager	Who is my Planful contact? Identify assigned account manager Where to check my account manager details	customer rep, customer representative	In the top toolbar, click Help. Under Commercial Relationship section, you can see your Account Relationship Manager name. Select the desired option in the Reach out to discuss section.
Planful Subscription / Cost / Pricing / Charges	Do I have to pay for projections? Is planful predict projections a subscription? What is the pricing for Planful predict projections?	Predict pricing, Projection subscription, pay for Projections, Predict Pricing, Predict Charges	Reach out to your Planful Account Manager for detailed information.
Renewal Contract	How do I renew my Planful subscription? Renewal process for Planful contract Explain renewal contract	renewal contract, subscription renewal, contract renewal	Reach out to your Planful Account Manager for detailed information.
Training Videos / Training Materials / Training Resources	Where can I find training videos for column sets? Where can I find dashboard e-book? Where are the training videos for Planful AI?	Training materials, Dynamic Planning training, Column Set training, Dashboard training, training videos for Planful AI.	1. In the top toolbar, click Help. 2. Under Self Service Options, click Training. 3. Browse or search for the training topic you’re interested in.

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Planful AI Help Dictionary - Workforce Planning