Product Summary

Key Updates

• Budget Manager: Customize column width in GTSC Templates for improved data viewing.
• Structured Planning: New permissions allow admins to control summary row editing in Subline Templates.
• Platform Enhancements: Users can now set a default homepage for quicker navigation, plus updates to the Top Toolbar's layout.
• Predict (Signal Context): Added a "Chart Only" toggle option for an improved visual experience in the Signal Context window.

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Key Updates

Quick Setup:

1. Navigate to Maintenance → Admin → Configuration Tasks → Planful: Predict.
2. Enable the Include GLs with 2 Years of Historical Actuals toggle in General Settings.
3. Save changes to initiate the process.

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Key Updates

• Structured Planning: Automate refreshing preloaded data for budget scenarios with Cloud Scheduler integration, streamlining workflows and providing notifications for task completion.
• Dynamic Planning: Export views and reports to Excel directly from Spotlight Web for seamless data analysis.
• Platform Features: Switch effortlessly between Budget Manager and Full Experience with a new user-friendly toggle.
• Reporting: View Task Manager roles in the User Security report, now with enhanced column details for better user insights.
• Predict Enhancements: Support for signals and projections in templates with custom time sets, improving forecasting accuracy.

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Key Updates

• Budget Manager Experience: Default Selections-  The scenario and budget entity from the most recently opened template are now automatically set as defaults in the home page planning pane for better continuity.
• Budget Manager Experience: Enhanced Sharing- Share templates effortlessly with budget managers using a new search feature, view sharing history, and customize email messages for streamlined collaboration.

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Key Updates

• Platform: User Listing- A new column now displays the Task Manager role, distinguishing between Regular and Admin users, with filtering options and export support for easy management.
• Structured Planning: Dashboard Export- Dynamic Report charts included in dashboard exports are rendered as static images, ensuring consistent data representation in exported files.

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Key Updates

• Structured Planning: Workforce Scenarios- Improved processing performance ensures new employee data is only reflected after processing, maintaining reporting accuracy.
• Platform: Solution Hub- A comprehensive library for exploring platform capabilities, featuring interactive demos and tailored solutions for seamless discovery and integration.
• Dynamic Planning: SpotlightXL- Update to the SpotlightXL Add-in.

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Key Updates

• Structured Planning: Custom Styling- Dynamic Reports and Report Sets now support hex codes for font and background color customization, enabling precise alignment with branding requirements.
• Structured Planning: Workforce Automation- Delta processing for employee data is now automated and enabled by default, reducing manual efforts and enhancing reporting accuracy.
• Structured Planning: Enhanced Notifications- Workforce reporting notifications are universally available, eliminating the need for manual activation.
• Predict Improvements: Projections for plan scenarios are auto-seeded in templates, and data seeding options have been reorganized for better accessibility.

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Key Updates

• Predict Signal Insights: Enhanced Signals Overview now supports signal generation for actual scenarios, providing insights into closed period actuals of the ongoing fiscal year.

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Key Updates

• Structured Planning: Dynamic Dashboards- A new chart type allows seamless integration of dynamic reports into dashboards, retaining source formatting and enabling advanced filtering and drill-through options.
• Structured Planning: Offline Planning Update- A required reinstallation ensures continued use with updated certificates and enhanced security.
• Dynamic Planning: Error Transparency- Enhanced error messages for invalid members in ad-hoc views improve clarity and troubleshooting.
• Predict: Efficient Budgeting- A new "Fill All Lines" option in templates streamlines projections for all open periods.
• Structured Planning: Financial Package Flexibility- Updated output options for financial packages now include dynamic table integration with optimized formatting.

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Key Updates

• Structured Planning: Link Sharing- Enhanced "Copy Link" functionality in Dynamic Reports allows sharing multiple report links with permissions intact.
• Dynamic Planning: Hierarchy Flexibility- New "Append" option in Hierarchy Management simplifies adding leaf-level members to root or roll-up levels without affecting data consistency.
• Predict: Signal Expansion- Dynamic Reports now support signals for both actual and non-actual scenarios, enabling comprehensive analysis across open and closed periods.

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