Opt-in Features

• Member Selector Search Mode
• Reference Cube Lines Performance Improvement
• Enable Workforce User Security
  
• New Template Mapping UI
  
• Delta Save – Template(s)
  
• Template Notes in Offline Planning
• Employee Number Lock
• Shared Mode
• Retain Formulas in Shared Mode
• Enhanced Workflow and Automated Task Creation
• Delta Deletions Through Incremental Cube Processing
• Consider Position Start Date for Prorated Tax Calculation
• Task Manager
• View Formulas in a Template
• Maximum Number of Lines per Block in a Block Template
• My Plan
• Offline Planning

Member Selector Search Mode

The Member Selector Search Mode feature updates the behavior of the search functionality. With this feature enabled, the system performs a Contains search, even if the match type is set to Exact. This adjustment improves result accuracy and enhances usability without impacting the user interface.

Key Benefits

• Returns relevant results even when partial names are entered
• Reduces user errors caused by strict exact match conditions
• Enhances search flexibility and efficiency
• Improves discoverability for members with long or variable naming patterns

Example

Let’s say a member named Account Main exists in the system.

Search Input:

• The user searches for Revenue with the match type set to Exact.

Without Feature Enabled (flag = 0)

The system applies a strict exact match and retrieves only the results that precisely match the specified term “Revenue”.

With Feature Enabled (flag = 1)

The system performs a Contains search internally and retrieves results that include the keyword "Revenue".

This enhancement ensures that member searches remain user-friendly and efficient, particularly when dealing with partial or approximate input.

Reference Cube Lines Performance Improvements

Enabling the Reference Cube Lines Performance Improvements opt-in helps templates open faster, as Reference Cube queries now use direct data members. Simulation run times will also improve as templates with Reference Cube lines retrieve data more efficiently.

Challenges without opt-in

• Opening the template takes more time, as Reference Cube queries must resolve cross-dimensional data.
• Simulations are slow, especially when multiple users work in parallel across different regions.
• Frequent cube processing for nightly updates further impacts template responsiveness, especially during peak planning windows.

Key benefits when the opt-in is enabled

• Faster template load times help minimize user wait times.
• Improved simulation performance due to quicker data access.
• Enhances the overall user experience in planning templates.
• More efficient planning cycles due to smoother interaction with reference data.

Opt-in works only when

• Templates use default time sets.
• Templates are not configured to use the Expedited template loading option.
• Time and Scenario are not overwritten in RC line configurations.
• Scenario, Compare Scenario Setup: Actual scenario period ranges use the fiscal year start and end periods. For example, the Jan to Dec period Start and End range setup is different from the Jan to Sep or Sep to Dec period ranges.

• Avoid frequent cube processing.
• Limit reference cube lines to under 20 in data input templates.

Enable Workforce User Security

Enhanced Workforce Reporting Security is an opt-in security feature designed to provide additional control over Workforce reporting. By enabling this feature, your organization can restrict the execution and viewing of Workforce-related reports and dashboards to specific users or groups.

Key Benefit

• Implement stricter data privacy, compliance, and confidentiality controls to ensure greater access management of sensitive workforce data—ideal for organizations with elevated security requirements.

New Template Mapping UI

Enabling the New Template Experience opt-in feature streamlines the account mapping process by allowing users to map using roll-up and leaf members directly from the hierarchy. This significantly improves efficiency during template setup, reduces manual effort, and enhances overall usability for Destination, Reference, and History account mappings.

Key Benefits of the New Template Mapping UI

• Faster and easier mapping using roll-up and leaf members directly from the hierarchy.
• History mappings are now supported for destination account lines.
• Copy Down action reduces manual input effort.
• Show errors only toggle helps quickly identify and resolve mapping issues.
• All Lines / Selected Line enhance focus during mapping tasks.
• Direct mapping via Column J simplifies navigation.
• Efficient management through Add, Copy, Edit, and Delete options.

Feature Details

Below are the key enhancements introduced in the New Template Mapping UI to improve speed, accuracy, and ease of use during mapping.

• A new Column J in Template Setup provides direct access to mapping screens:
  • Destination Account
  • Reference Account
  • Reference Cube
    
• Clicking the edit icon opens the respective mapping window for fast configuration.

Flexible Hierarchy Mapping

• Users can select roll-up or leaf members for each segment (e.g., account, department, product).
• Helps reduce the number of lines and simplifies complex mappings.

Destination Account Mapping

• Posting account mappings can be assigned directly from the hierarchy.
• The Clear Mapping option removes all posting mappings for a row.

History Mapping

• Accessible by clicking Add/Edit in the History column.
  
• Supports:
  • Mapping across all lines or just the selected line.
  • Tools like Add Row, Copy, Edit, and Delete.
• Use Copy Down to replicate field values across multiple rows quickly.
  
• The Show errors only toggle filters and highlights problematic row

Reference Account Mapping

• Allows mapping to a reference template with the ability to select hierarchy members per segment.
• Tools similar to history mapping include Add Row, Copy, Edit, Delete, Copy Down, and Error Filtering.
• Follows the same rules: No mixed account member types (e.g., MTD/YTD in the same roll-up).

Delta Save – Template(s)

Enabling the Delta Save – Template(s) opt-in feature enhances the performance of template save operations by appending only new lines to the database instead of replacing all existing data. This results in faster saves, reduced database load, and improved responsiveness. Users benefit from a smoother workflow with no changes to the current user interface.

Key Benefits

• Appends only new lines, avoiding full data replacement
• Preserves existing data, reducing the chance of accidental loss
• Improves performance, especially for large templates with minimal changes
• Reduces database load by only writing what’s necessary
• Ideal for incremental updates and frequent template changes

Example

Let’s say you have a template that’s already been saved to the database with the following lines:

Current database:

• Product A - $100
• Product B - $200

You now update the template by adding a new line:

• Product C – $300

Without Delta Save

The system saves all lines (A, B, and C) again, replacing existing data — even though only one new line was added.

With Delta Save enabled

• Only Product C is added to the database.
• Products A and B remain unchanged, resulting in a faster, more efficient save.

Template Notes in Offline Planning

This feature allows you to view all notes associated with a template in one consolidated location in Offline Planning.

Employee Number Lock

The Employee Number Lock feature allows you to lock an employee number when you have employees with several positions. The employee numbers for new employees will automatically be created when this feature is enabled. If you want to change employee information, you must do that outside the Planful application by manually reconciling your data.

Shared Mode

This feature allows you to share data between multiple Global Template - Single Copy (GTSC) templates. If changes are made to a GTSC template within an account, with the Shared mode enabled, this data is updated for all other GTSC templates within that account. This feature is not recommended for existing tenants because it may corrupt the existing data.

Retain Formulas in Shared Mode

This feature allows you to retain formulas in the Shared mode. When a formula results in zero and you upload the data through DLR, the formula remains the same and is not overwritten by zero.

Enhanced Workflow and Automated Task Creation

The Enhanced Workflow and Automated Task Creation provide Planning Administrators with an enhanced ability to control and organize tasks necessary to complete the planning process. For users, these enhancements offer the ability to systematically complete assigned tasks methodically by tracking and updating workflow actions. If the Workflow Setup remains disabled, the Planning Control Panel will continue operating in line with its current behavior. However, enabling Workflow Setup triggers specific application behaviors:

• Enabling Workflow Setup for a scenario and starting the process activates automated tasks and multiple authorization functionalities.
• If Workflow Setup for a scenario remains disabled, the Planning Control Panel operates as usual without automated tasks and multiple authorization functionalities.

Regardless of whether Workflow Setup is enabled for a scenario or not, Workflow Actions for Templates are activated, allowing access to Forward and Approve actions for templates.

Delta Deletions through Incremental Cube Processing

This feature improves the efficiency of the Automatic Data Refresh functionality for segment combination deletions by using the Delta_Delete_ICP flag. When this flag is enabled, the system automatically identifies the deleted segment combinations and processes only the deletions incrementally. This helps resolve issues related to reporting performance, errors, and cube processing time.

When segment combination data is deleted, the corresponding values are set to zero. Users can now exclude rows or columns with these zero values in dynamic reports by using the Suppress: Zeros feature.

Consider Position Start Date for Prorated Tax Calculation

This feature allows you to consider an employee’s Position Start Date while calculating the prorated tax for a financial year of an employee. This applies only to the Workforce Planning Template. This feature is enabled by default for new customers. Existing customers can contact Planful Support to enable it.

Task Manager

Stay organized and collaboratively streamline your planning process with Task Manager. Task Manager provides a personalized checklist of tasks to better manage your planning or consolidation process.

You must contact Planful Support so that they can enable server-side properties.

Then follow these steps to provide users with Navigation Access to Task Manager.

1. Navigate to Maintenance > Admin > User Management.
2. Select Navigation Role.
3. Select the user’s Navigation Role and click Navigate Access.
4. Select the Task Manager checkbox and click Save.

View Formulas in a Template

This feature allows you to view formulas in a Template. By default, you can view only the data in a template. When this feature is enabled, you can view formulas associated with the data.

This feature is enabled by default for new customers. Existing customers can contact Planful Support to enable it.

Maximum Number of Lines per Block in a Block Template

This feature allows you to control the number of lines per block in a Block template.

My Plan

A robust, yet easy-to-use Planning solution for the casual business user, where users can carry out all budgeting tasks for human resources, capital expenditures, forecasts, and budgets from one centralized interface, without the help of administrators. The interface, called MyPlan, can be customized to display specific charts and accounts so that Planning users can quickly report and perform various tasks related to budgeting and forecasting.

Offline Planning

This functionality is available on an opt-in basis at no charge. These opt-in features and functions differ from the paid-for opt-in services (such as the Key Performance Indicator Data Service, Benchmarking, and so on). Please contact Planful Support to enable this feature.

Offline Planning provides various functionalities so that you can:

• Open and download templates (GTSC) in Offline mode.
• Refresh data from the online application.
• Synchronize changes or save data back to the Planful application.
• Open multiple templates of a selected budget entity and scenario in Microsoft Excel.

• Axis Query API Enhancement
  
• Report Collections Enhancement
  
• Versioned Hierarchy Management
• Write Back with CDT Enhancement
  
• Data History Feature in Web and SpotlightXL
• Enhanced Calculations Management Features
• Formula Reference Manager
• Model Restructure - Data Storage Partitioning

Axis Query API Enhancement

The Axis Query API enhancement introduces a new and improved SP API to retrieve data for views, bringing added functionality and performance improvements to your reporting experience.

With this enhancement enabled, you can now take advantage of the Zoom to Data Leaves action within views for Direct Access (DAP) models—a key feature that was previously unsupported.

Why Enable the Axis Query API?

• Enhanced Functionality: Unlock the ability to zoom directly to data leaves within your views, making it easier to explore granular data in DAP models.
• Improved Data Retrieval: The new SP API provides a more efficient and robust way of fetching data, contributing to better performance and reliability in your analysis workflows.

To use this feature, enable the Axis Query API and experience a more powerful and responsive data exploration process.

Example

You are working on a financial planning view built on a Direct Access (DAP) model. You want to drill down to the most granular level—individual account transactions—for a specific department.

Without Axis Query API Enhancement

You can view summary-level data but not zoom to the data leaf level in DAP models. This limits your ability to perform a detailed analysis directly within the view.

With Axis Query API Enhancement enabled

You can zoom directly to the data leaves, allowing you to explore granular account-level or transaction-level data within your view. This gives you deeper insight without switching tools or running separate queries.

Report Collections Enhancement

The Report Collections enhancement simplifies and automates how you deliver Spotlight and Excel reports to your users—saving time and reducing manual effort.

With this feature, you can now schedule and distribute multiple reports via email to specific users or user groups on a daily, weekly, or monthly basis, based on your preferred date, time, and time zone settings.  

Reports in a collection are automatically generated and shared in Excel format, ensuring that end-users always receive the latest report data without needing to request or download it manually.

Why Use Report Collections?

• Automated Report Delivery: Eliminate the need for manual report distribution and reduce the risk of errors by scheduling reports to be sent at regular intervals.
• Improved Accessibility: End-users can access up-to-date report data directly from their inbox, streamlining collaboration and decision-making.
• Flexible Scheduling: Customize distribution times based on business needs across time zones.

Feature Access Requirements:

To use Report Collections, the following conditions must be met:

• The tenant must be Unified (for more details, refer to Unified Tenant).
• The Enable Report Distribution flag must be set to Yes. Please contact Planful Support to enable it.
• The user must have Power User access.

Once enabled, you will find the Report Collections feature available directly within the Reports screen in Dynamic Planning.

Example

Let’s say your Finance team creates weekly sales and expense reports for regional managers.

Without Report Collections

Each report must be run and manually emailed to recipients—every week. This takes time and can lead to missed deadlines or outdated data being shared.

With Report Collections enabled

You can create a report collection that includes the sales and expense reports, schedule it to run every Monday at 8:00 AM, and send it automatically to the regional managers. Each manager receives the latest Excel reports directly in their inbox—no manual steps needed.

Versioned Hierarchy Management

The Versioned Hierarchy Management enhancement gives you greater flexibility and control when updating hierarchies—without the need to lock or clear the model.

When this flag is enabled, you can:

• Create up to ten versions of a hierarchy
• Publish or delete hierarchy versions as needed
• Make hierarchy updates without interrupting model access or requiring a model lock

This means you can manage and refine your hierarchies more efficiently, with minimal disruption to your planning process.

Why Versioned Hierarchy Management?

• No More Locking Required: Update hierarchies without locking or clearing the model—saving time and maintaining model accessibility only for unpublished hierarchy. 
• Version Control: Create, manage, and publish multiple versions of a hierarchy, allowing for safe iteration and better collaboration.
• Smarter Updates: Make changes confidently, knowing you can revert or publish the right version at the right time.

To use this improved functionality, enable the Versioned Hierarchy Management flag in your system settings.

Example

Let’s say your team is preparing for a reorganization of cost centers. You want to test a new hierarchy structure without interrupting current planning activities.

Without Versioned Hierarchy Management

You must lock or clear the model before making any hierarchy changes, which can disrupt ongoing work and delay planning.

With Versioned Hierarchy Management enabled 

You can create a new version of the cost center hierarchy, update and validate it, and then publish it when ready—without locking the model or affecting other users. Meanwhile, planning can continue as usual using the existing published version.

Write Back with CDT Enhancement

The Write Back with CDT enhancement improves performance during data aggregation and write-back processes by focusing only on changed data cells, rather than processing the entire dataset.

When this flag is enabled, the system will identify and work with only the modified data—resulting in faster and more efficient updates when writing back to PCR (Planning Calculation Repository) or during aggregation.

Why Enable Write Back with CDT?

• Performance Boost: Only changed cells are considered during write-back and aggregation, reducing processing time and resource usage.
• Smarter Data Handling: Eliminates unnecessary processing of unchanged data, streamlining calculation steps.
• Optimized Workflow: Ideal for models with large datasets where performance and speed are key.

Example

Let’s say your team updates sales targets in a model with thousands of data points across multiple regions and time periods.

Without Write Back with CDT

The system processes every data cell, whether it has changed or not. This can slow down write-back operations, especially in large models.

With Write Back with CDT enabled

Only cells that have changed—such as updated sales targets—are included in the write-back process. This results in much faster execution and lower system resource usage while ensuring accuracy.

Data History Feature in Web and SpotlightXL

Effortlessly track user activity at the cell level for data leaves across the web application and Excel Spotlight with the new Data History feature. This functionality helps teams stay aligned by enabling users to understand previous edits. It enhances data integrity, compliance, and accountability by unifying audit trails for user activities and data changes across both the web application and Excel Spotlight.

Data History is specifically designed for Analytical and Master Models, prioritizing tracking changes in critical workflows. Users can instantly view the last 10 changes made to any data cell and access granular cell-level tracking within Excel Spotlight for enhanced visibility.

It can also be used for an audit trail to track user activities and data changes across the web application and Excel Spotlight. The audit trail data is presented in an accessible, filterable view, allowing users to sort and analyze changes by user, date, action type, and source.

The Data History feature records several key features for each data change:

• The username or ID of the user making the change.
• The specific data element or record changed.
• The exact timestamp of the change.
• The previous value of the data element.
• The updated value of the data element.
• The type of action performed (e.g., created, edited, deleted, approved).
• The source of the change, whether it originated from the web application or Excel Spotlight.

In Dynamic Planning Web, double-click on a cell to view the full visibility into the type of action performed.

In SpotlightXL, click the Data History button to view the last 10 changes made to any data cell.

Enhanced Calculations Management Features

We’ve made major enhancements to Dynamic Planning that will make managing user’s calculations more seamless and efficient. Introducing Renaming and Deleting Calculations features, designed to give users more control and flexibility over their modeling workflows and improve collaboration with clear, relevant naming for better team understanding.
Users can access the Rename and Delete features by navigating to Model > Select Subtask > Calculation. Right-click on the calculation from the file cabinet to rename or delete the calculation.

Rename Calculations

Users can easily correct typos or improve clarity in calculation names without impacting functionality. Rename calculations to create clearer, more descriptive names and maintain an organized model structure, enhancing team collaboration.

Delete Calculations

Users can effortlessly remove outdated or duplicate calculations to streamline their models and enhance efficiency. Eliminate unnecessary calculations to maintain a cleaner, more precise, and collaborative modeling environment.

Formula Reference Manager

The Formula Reference on the Model Formula page streamlines the creation of multi-dimensional formulas. Use the Reference Manager to specify a dimensional intersection from any Model dimension. This improvement enables you to reference necessary dimension members' intersections while defining formulas easily. It simplifies the process of creating multi-dimensional formulas within the Modeling Cloud.

Access the Model Formula by navigating to Model > Formula. You can define a reference by copying and pasting the Exchange Rate from the Formula Design to the Formula Member. Then, access Reference Manager through the Formula Reference cell. For more information, click here.

Model Restructure - Data Storage Partitioning

Dynamic Planning initiates a restructuring operation whenever you modify a hierarchy, including adding or moving members or sub-hierarchies. Depending on the model's size and configuration, this operation can be time-consuming (taking four or more hours). We have enhanced the restructuring process to significantly increase the speed when modifying hierarchies in large dimensions and models. The process is now optimized for completion in under 4 hours, requiring no additional configuration. If the model is generated and you wish to update the hierarchy, lock the model and proceed to update the hierarchy. 

Optionally, you can choose to enable a Data Storage Partitioning enhancement. This is an opt-in feature and will only be activated for select customers based on their use case. This enhancement divides the internal model storage, segregating leaf-level and rollup-level data. This segregation improves the performance of certain operations, such as running a hierarchy update or executing a map.

• Enable Sibling Hierarchy (IsIfrsGapEnabled)
• Standard Journal Processing in ADC (StandardJournalAsyncProcess)
• Alternate and Dated Hierarchies

Enable Sibling Hierarchy (IsIfrsGapEnabled)

This opt-in feature allows organizations to maintain multiple sets of hierarchies for the consolidation process. There are scenarios where organizations need to set up a second or even third hierarchy to represent a second or third set of books for different reporting purposes, such as US GAAP, IFRS, IndAS, etc.

Key Benefit

• Create and maintain multiple sets of books representing different reporting requirements. It is ideal for organizations operating worldwide.Click here to learn more about creating sibling hierarchies.

Standard Journal Processing in ADC (StandardJournalAsyncProcess)

This opt-in feature enhances the user experience by moving the processing of Standard Journals in Consolidation from on-screen processing to processing via the Automated Data Collection (ADC) task scheduler. When this opt-in feature is enabled, multiple standard journals are processed in the background in ADC. This is called the asynchronous process, allowing users to continue their tasks while the application processes journals in the background.

If this opt-in is not enabled, more than one journal will be processed on the screen. This is referred to as the synchronous process, forcing users to wait until the action is complete.

Key Benefit

• Allows users to seamlessly continue with their tasks when processing a large number of standard journals by moving the processing to the ADC task scheduler.
  Note:

  The application processes one standard journal only using the Synchronous Process, irrespective of whether this opt-in feature is enabled or not.

Alternate and Dated Hierarchies

Alternate Hierarchy 

The Alternate Hierarchy opt-in feature allows organizations to create and manage hierarchies related to specific dimension members. For example, organizations can create one alternate hierarchy per cost center, such as for management reporting, division reporting, or legal entity reporting. This allows summarizing specific members of a dimension for more granular reporting needs.

Key Benefits

• Customize reporting views by grouping specific members of a dimension in different ways.
• Use source hierarchy data across multiple hierarchies, eliminating data duplication and providing different reporting perspectives without altering the original structure.

To learn more about creating alternate hierarchies, click here. 

Reports Opt-in Features

• Dynamic Reports – Currency Display
• Custom Rollup for Consolidated Reporting Dimensions
• Enhanced Drill Through in Dynamic Reports
• Automatic Data Refresh

Dynamic Reports – Currency Display

The Dynamic Reports Currency Display feature enables the display of the actual local or common currency (such as USD - US Dollar), replacing the text "LC" or "CC". When this feature is enabled, the system shows the currency in a more intuitive format, improving report clarity and usability without requiring any changes to the user interface.

Key Benefits

• Displays relevant currency values (for example, USD - US Dollar) instead of LC or CC
• Enhances usability by reducing the need for users to interpret LC or CC labels
• Improves report clarity and understanding of the displayed data
• Streamlines the user experience by eliminating confusion about currency abbreviations

Example

Let’s say a user is viewing a Dynamic Report with currency data.

Report Input:

• The user is reviewing financial data in a report that shows LC or CC as currency indicators.

Without Feature Enabled (flag = 0)

The Reporting column displays either LC or CC, requiring the user to open the report and determine the meaning of these abbreviations.

With Feature Enabled (flag = 1)

The Reporting column displays the actual currency (USD - US Dollar), providing immediate clarity for the user.

This enhancement ensures that currency information is clear and easily understood, improving the overall user experience in Dynamic Reports.

Custom Rollup for Consolidated Reporting Dimensions

This opt-in feature allows organizations to customize the default labels for Consolidated (CC) and Consolidated (LC) reporting dimension members. Once the parent flag ENABLE_CUSTOM_ROLLUP_FOR_REPORTING_DIMENSIONS is enabled, users can define custom labels using the CUSTOM_ROLLUP_FOR_CONSOLIDATEDCC and CUSTOM_ROLLUP_FOR_CONSOLIDATEDLC flags. These customized labels automatically appear in the Reporting column of Dynamic Reports, offering more contextual and user-friendly representations of consolidated data.

Key Benefits

• Custom Labeling: Tailor reporting dimension names to reflect your organization’s structure or terminology better.
• Clearer Reports: Makes Dynamic Reports more intuitive and business-specific.
• Streamlined Communication: Reduces ambiguity for report reviewers by replacing generic labels with familiar terms.

Example

Without Feature Enabled (flag = 0)

Label customization for ConsolidatedDC and ConsolidatedLC is restricted, and default label names are displayed.

With Feature Enabled (flag = 1)

Users can customize labels such as:

• Consolidated (CC) = Consolidated (CC) Test
• Consolidated (CC) = Consolidated (LC) Test

These changes will appear in Dynamic Reports wherever Consolidated (CC) and Consolidated (LC) are used.

This enhancement ensures that currency information is clear and easily understood, improving the overall user experience in Dynamic Reports.

Enhanced Drill Through in Dynamic Reports

Drill through functionality in Dynamic Reports is available for the Financial Reporting Area. In addition to current drill capabilities to view transactions and translations, you can drill to template lines, sublines and capital details for your budgets and forecast.

This drill through functionality provides users with the ability to view and analyze all financial, operational, capital, transactional data from a single place.

From a drill through report, you can view details for a single or multiple templates. All Financial dimensions, the corresponding currency, and amounts for each period are displayed in the drill through report for all modules and templates. Columns displayed in the drill through report are dependent on the module and the template accessed by the user. Source dimensions are displayed for Translations and dates are displayed for Transactions. Budget Entity, Template Lines, Sublines, Notes are displayed in drill through for all Global Template Single Copy Planning templates. Empty columns are suppressed.

All values displayed in a drill through report inherit data format (decimals, thousand separators, scale etc.) from their parent cell.

Calculated members, calculations, advanced rules, excel formulas, formula exceptions, rank, pivot are not supported in drill through reports.

The following table displays the artifacts that can be drilled through when used in a Dynamic Report.

Here is an example of drill through from a Dynamic Report to Translations and Transactions data.

Here is an example of drill through to Planning and Capital template data. Header data is displayed. Click Operational Planning or Capital Planning to display associated data. For Capital Planning, Asset Name and Category data is displayed.

In Practice:

To drill through a Dynamic Report to display template data, complete the following steps:

1. Access a Dynamic Report.

2. Double-click on a cell within the Dynamic Report. Another screen appears. The properties of the cell are displayed in the header portion. Data is displayed for the intersection.

3. The related data for the cell is displayed. Click the Settings icon to select columns to show or hide. Additionally, you can show/hide columns in Operational and Capital Planning where the data will be aggregated based on segment/dimension combinations.

4. Optionally, export the data to Excel by selecting Output > Export to Excel. Filter the data and select the double up or down arrows to display header details.

Important Details:

• Drill Through is enabled for Financial reporting area only.

• Drill Through works with dimensions, report sets, attributes, attribute hierarchies, alternate hierarchies.

• For QTD, YTD measures, drill through data is displayed from the beginning of the period to the current period.

• Data honors the formatting from the source cell and the user locale.

• All transaction amounts are displayed in Common Currency irrespective of the reporting dimension applied on the report/source cell. Transaction data exists only for Actual Scenarios.

• Operational and Capital Planning data is displayed in Local Currency irrespective of the reporting dimension applied on the report/source cell. Operational Planning data exists only for Budget/Forecast scenarios.

• In the Operational Planning tab, when you turn off Sublines or Lines, the report is re-rendered, which removes the associated rows and columns associated. If both lines and sublines are turned off, data is aggregated at the Doc Ref (Template) level. If Doc Ref is turned off, data is aggregated for the unique segment and currency combination.

• In the Capital Planning tab, when you turn off Asset, the report is re-rendered, which removes the rows and columns associated and the data is aggregated for Asset Category. If Asset and Category are turned off, data is aggregated at the Doc Ref (Template) level. If Doc Ref is turned off, data is aggregated for the unique segment and currency combination.

• When you export a drill through report, all sources are exported to Excel. Each source on the drill through report becomes a tab in the Excel workbook.

• The Drill Through report allows a maximum of 30K rows per source.

Financial Reporting Area Processing in the Cloud

Quick processing of Financial scenarios can be performed in the cloud, which means you can continue working while the processing takes place. Once complete, a notification appears and an email is sent.

Although you can process a reporting area from 3 interfaces in Planful (the Scenario Process button in the ribbon, the Cube Status page, and the Dimension Status page), cloud processing is enabled for the Scenario Process button in the ribbon.

To process a Financial reporting area in the cloud:

1. Single-click the Scenario Process button.

2. Select Send e-mail notification to receive an e-mail message once processing is complete.

3. Select a scenario by clicking the check-box next to the scenario name.

4. Click Process Now.

Once you click Process Now, a job is automatically created in Job Manager and the audit log is updated with user details, time of execution, scenario name, and other details to identify the job and the user launching the process.

Understanding Processing Sequence

Automatic Data Refresh

The Automatic Data Refresh functionality automatically processes the data in case of any updates in templates or data posting via standard or dynamic journals. This avoids manual processing of data. The functionality applies only to the Financial cube. For more information, click here.

Dashboards Opt-in Features

Dashboards Administration Workforce Reporting Access for Dashboards

If the configuration is enabled, the administrator can control access to WFP data in reports and dashboards. If disabled (default), all users can access all data, including WFP, based on report and dashboard security.

To provide users with access to Workforce Reporting, complete the following steps:

1. Navigate to Maintenance > Admin > User Management.
   
   
2. Select a user.
    
   
3. Click the Security Options icon.
   
   
4. Select Workforce Reporting Access.
    
   
5. Select a user or user group in the Unmapped Users/User Groups pane.
   
   
6. Click the forward arrow. The selected user/user group will appear in the Mapped Users/User Groups pane.
   
   
7. Click the Save icon.
   
   

• Data Load Missing Segment Member
• Asynchronous processing for export data
• Custom URL
• Additional Web Service Access Authentication
• Performance Improving Partitioning Functionality (I.D. open_FACT_GL_PARTITION)
• Data Load Cloud Processing
• Dynamic Dimension Security

Data Load Missing Segment Member

This opt-in feature eliminates data load failures due to missing segment members. Missing segments represent those not available in Planful but are available in the data files loaded to Planful. For example, during a web service load, the data load will fail if Planful encounters segment members that are not in the system. However, you may now take advantage of this feature, which automatically adds missing segment members. For now, this setting can only be opened by Support. Please contact Planful Support if you would like to take advantage of this feature.

How it Works

Let's say - segment member Account X exists in a data file you are loading to Planful. However, Account X is considered "missing" because it does not exist in the hierarchy. With this feature, the system will add Account X with default properties. Upon completion of the data load, you will receive a notification indicating which segment members were created/added. At this point, you may modify the default properties of the added Account X and position it properly within the tree structure. Then, rerun the Data Load Rule so all data loads as intended.

To ensure that the account properties can be changed, enable Enforce changing the account properties when the data is available on the Maintenance > Security Administration page.

This feature works for all dimensions apart from the Legal Entity and IC segment (Used as the Intercompany segment). If Legal Entities/IC segments are missing, no other missing segment members will be added.

Asynchronous processing for export data

Export Data is handled asynchronously in all newly configured applications, enhancing the application's performance by processing requests with a quick response time. Processing Export Data requests with large data sets synchronously can negatively impact the application's performance. To improve efficiency and experience, enabling asynchronous processing is recommended for your application.

Custom URL

Planful customers have the option to establish a personalized URL for their Planful application. For instance, a customized Planful URL could be configured as xyz.planful.com. For more information, click here.

Additional Web Service Access Authentication

SSO support applies to Web Services. In addition to SSO support, there is a new enhancement, which requires a valid Planful user ID (Login) for Web Services access.

Access the Web Service Access page by navigating to Maintenance > Configuration Tasks, and click Web Service Access. Currently, Web Service Access configuration allows you to enter any value for Login and Password fields. With this update, for security purposes, you must enter a valid Planful user ID (Login).

The Login and Password fields are not available to ensure that only valid Planful users (with valid a login and password) have access to Web Services.

Performance Improving Partitioning Functionality (I.D. open_FACT_GL_PARTITION)

Performance depends on the data volumes by scenario and the overall size of the FACT_GL table. By partitioning the table, performance is improved.

Data Load Cloud Processing

This functionality allows all GL Data and Translation data loads (set up using Data Load Rule functionality) to be automatically updated and processed in the cloud.

Dynamic Dimension Security

Dynamic Dimension Security significantly improves Dynamic Reports performance and is available on an opt-in basis. (If Workforce Reporting is turned on, Dynamic Dimension security is enabled by default.) This feature is applicable for the Financial and Workforce Reporting Areas.

• If dimension security is turned on, but user access is not provided for the respective dimensions, the following message will appear:

"You are not authorized to access the Reporting Area.
 Contact your System Administrator.”

• If access is provided to the user on the main hierarchy, access to the corresponding leaf members in the alternate hierarchy is automatic if dimension security is turned on. Alternate hierarchies have automatic permissions if Copy Budget Entity Security is selected on the Dimension Security Configuration page.

• If access is provided to the user on a member within the main hierarchy, access is automatic to view the calculated members that are defined using the member on which the access is turned on in the dimension tree. However, the data calculation is displayed in the report for calculated members only if the user has access to all the members that are used in the calculated member rule. If the user does not have access to at least one member applied on the rule, the report is run successfully and an empty line is returned for the calculated line. This behavior is applicable only if dimension security is turned on.

• If all attributes are selected, it applies only to those dimensions for which attributes are mapped and ignores the ones which are not mapped.

• Adra SSO
• Google Drive Native Integration
• SFTP Native Integration
• Planful Connector for Power BI

Adra SSO

The Account Reconciliation feature empowers customers to expedite and enhance their planning and decision-making processes, providing a fully integrated solution. It accelerates the end-to-end Financial Planning and Analysis (FP&A), consolidation, and accounting close processes within a seamlessly coordinated environment, fostering faster and more confident decision-making. For more information, click here.

Google Drive Native Integration

Enabling this feature helps you to load GL, and translation data from Google Drive to the Planful application. For more information, click here. 

SFTP Native Integration

For SFTP Native Integration, you must activate the EnableSftpDataLoads flag and gain access to the FTP/SFTP option. For more information, click here.

Planful Connector for Power BI

Enabling this feature helps you to connect Planful with Power BI to load Finance, Dynamic Planning’s analytical model and Workforce data to generate insightful dashboards and analytical reports within Power BI. Users can extract Planful cube data and metadata, including financial metrics, actuals, and plan data. To learn more, click here.

Predicted Hide Old Signal Mode

This flag enables the option to hide closed periods or old signals. The value for this flag can be either 0 or 1, where 0 signifies that the flag is disabled.