Planful Financial Model Setup

Once you have configured your Web Services API and Data Load Rule in Planful Structured Planning, Consolidation, or Reporting applications, you will need to update some settings in Dynamic Planning to ensure your Planful Structured Planning, Consolidation, or Reporting applications Financial model is set up properly for write back. You will configure your CPM Settings as well as run a Metadata Download in Model Design.

CPM Setting Configuration

Add Horizon and SOAP Uri/Login/Password/Tenant details for use during write back.

1. In SpotlightXL, select the Manage task and the Application Administration > Applications Settings subtask.

2. Enter the following information:

   1. Horizon Uri = https://demo06.planful.com (API server for each environment will be different, validate with Support to ensure proper Uri if you are encountering issues)

   2. Horizon Username = your user name for logging into HACPM Structured Planning, Consolidation, or Reporting applications

      • Example – jdoe@planful.com

   3. Horizon Password = your password for logging into HACPM Structured Planning, Consolidation, or Reporting applications

   4. Horizon Tenant Code = tenant code for your application that you are writing back to

      • Example = DWMAINKK6

   5. SOAP Uri = paste the State free authentication URL from Web Services Configuration section above

      • Example - https://demoha.planful.com/PlanfulAPI/PlanfulAPI_StateFree.asmx

   6. SOAP Username = your user name for logging into HACPM Structured Planning, Consolidation, or Reporting applications

      • Example = jdoe@planful.com

   7. SOAP Password = password created during Web Services Configuration

   8. Value Block Size = 1000 (there is no need to change this value)

3. Click Save.

Metadata Download

Download metadata from the Structured Planning, Consolidation, or Reporting application to Dynamic Planning. Perform the following actions:

1. In SpotlightXL, select the Manage task and the Metadata Download subtask.

2. Click Run.

3. Once the download completes select the Model task and the Dimension subtask to validate the dimensionality.

   1. Select a dimension that has been downloaded from Planful Structured Planning, Consolidation, or Reporting applications (such as Account) and validate the members are displayed as expected.

   2. Any time you change metadata in Planful Structured Planning, Consolidation, or Reporting applications, execute the Metadata Download action to ensure that Dynamic Planning is in synch.