October 2025 (v25.10)
Key Updates
Dynamic Planning: Enabled scalable data management in published External Source Models with new options to append or overwrite datasets for flexible forecast updates.
Planful AI: Introduced AI Activity Log under Application Audit to track user interactions with Planful AI and support usage analysis and governance.
Structured Planning: Streamlined snapshot management with bulk delete in Planning Control Panel and automated snapshot replacement via Cloud Scheduler.
Workforce Pro: Seamless Transfer Experience Unified employee records across transfers for better accuracy and consistency.
Workforce Pro: Lineage & Position Status Visibility - Enhanced position tracking with lineage expansion and status labels to improve visibility into promotions and transfers.
September 2025 (v25.9)
Key Updates
Dynamic Planning: Introduced scalable management of structured, non-numeric data directly in Spotlight web for easier model maintenance with Enhanced External Source Model.
Dynamic Planning: Introduced support for multiple independent cascade blocks within a single SpotlightXL report for flexible, multi-model reporting with Multi-Block Cascade.
Dynamic Planning: Added support for commentary on non-numeric measures, enabling teams to provide context-rich collaboration directly within planning models.
Integrations: Added support for exporting hierarchies in Tree, Parent-Child, and Level-Based formats to CSV, JSON, and Excel for the Export Attribute Hierarchy REST API.
Planful AI Analyst: Threshold-Based Filtering – Introduced automatic filtering based on user-defined thresholds to spotlight material variances and key insights.
Predict: Introduced AI-powered forecasting with as few as two months of history, accelerating adoption for new accounts.
Predict: Introduced single-year and multi-year trend visualization with zoom and year-specific grid updates in Dynamic Report.
Predict: Algorithm Mode in Templates – Introduced a mode to compare forecast accuracy, toggle projections, and upload custom models for tailored planning.
Workforce Planning: Employee Type Mapping for Compensation – Streamlined compensation management by enabling direct mapping or unmapping of items to Employee Types.
Workforce Pro: New Agg() Function – Added a flexible aggregation function for rolling commissions, bonuses, and forecasts across customizable time windows.
August 2025 (v25.8)
Key Updates
Dynamic Planning: Users can now delete a value from the cells in a report.
Dynamic Planning: Versioned Hierarchy Management calculations now run in the background for improved performance and user experience.
Planful AI Analyst: Introduced breadcrumb navigation for drill-down in AI-generated tables and charts.
Planful AI Analyst: Enabled email sharing of AI-generated tables and charts with Excel or PNG attachments.
Planful AI Analyst: Added support for Dual Axis and Pie charts for natural language questions.
Planful AI Analyst: Introduced support for Sum and Average calculations in natural language queries.
Platform: Enabled drag-and-drop reordering of hierarchy members in the hierarchy management screen.
Predict: Adjust Projections - Enhanced graphing experience with multi-year views, zooming, and panning.
Workforce Pro: Introduced new date functions – EDATE(), DATEDIF(), and DATE() – for custom compensation feature formulas.
Workforce Pro: Enabled Termination, Promotion, and Transfer actions via Data Load Rules.
July 2025 (v25.7)
Key Updates
Budget Manager Experience: Introduced the BME Shared Status standard report to consolidate and export all shared templates with Budget Managers, including status and workflow details.
Platform: Added an opt-in feature to restrict roll-up operator changes in Segment Hierarchy Data Load Rules, ensuring only leaf node operators are updated while preserving parent node logic.
Dynamic Planning: Spotlight for Google Sheets now supports Excel formulas, retaining original formula behavior, references, and structure across Excel and Google Sheets.
Predict: Enabled one-click Excel export from Signals Overview, allowing users to download all visible signal data with filters and dimensions for deeper offline analysis.
Planful AI Help & Analyst: Users can now mark up to 20 favorite questions in Help and Analyze modes, access them quickly, and see smart suggestions while typing.
Planful AI Analyst: Introduced a Dimension Member Selector to refine AI-driven queries, enabling precise selection of departments, accounts, or other dimensions during clarification.
Planful AI Analyst: Now supports large data responses by automatically exporting results exceeding 500 cells to Excel, ensuring complete visibility of complex drilldowns and analyses.
June 2025 (v25.6)
Key Updates
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.
May 2025 (v25.5)
Key Updates
Budget Manager Experience: Enabled sharing multiple Block templates with Budget Managers for review and completion, with automatic status updates across Full and Budget Manager Experience views.
Structured Planning: Launched a new Template Setup Experience with improved mapping, row visibility controls, and enhanced flexibility for faster, more efficient planning template creation.
Structured Planning: Introduced a Hide feature in GTSC and Allocation templates (existing experience) to automatically hide rows with no data or zeros in Input/View mode for a cleaner planning experience.
Structured Planning: Enabled Report Mapping for Block Templates to improve usability, standardize functionality, and streamline planning workflows.
Workforce Pro: Added a Planned Action column in the Employee Roster to track workforce planning actions like promotions, transfers, and terminations with export and filter support.
Workforce Pro: Introduced Position Description attribute for Custom Compensation to enable formula-based logic using employee job titles or roles.
Workforce Pro: Introduced the Backfill feature to streamline tracking and replacement of terminated employees for improved planning and reporting accuracy.
Dynamic Planning: Now supports non-numeric fields like comments and dates, enabling more flexible, collaborative, and holistic planning models.
Dynamic Planning: Update to the SpotlightXL Add-In.
Predict: Introduced Trend Analysis in Dynamic Reports to view future projections and seasonal patterns across both leaf and roll-up hierarchy members.
Integrations: Introduced a native Snowflake connector to enable direct, scalable, and efficient financial data integration within Planful.
Platform: Added a Two-Step Verification column on the User page to help admins monitor and filter users' authentication status for enhanced security oversight.
April 2025 (v25.4)
Key Updates
Budget Manager Experience: Share multiple Allocation templates with budget managers and track completion seamlessly across Budget Manager and Full Experience views.
Workforce Pro: Introduced ProrationFactor in Custom Compensation to auto-adjust pay for mid-period events with greater accuracy and flexibility.
Predict: Enhanced Signals Overview with a new Filter By option to let users customize views by selecting specific dimension members.
Platform: Introduced a Date Range option in Job Manager to improve performance by loading fewer jobs by default and allowing custom date selection.
Integrations: Introduced a new SOAP API to check if an ESM Data Load Rule is locked, helping prevent conflicts during execution.
March 2025 (v25.3)
Key Updates
Budget Manager Experience: The Completed Action Items tab now displays detailed information such as template name, scenario, budget entity, shared date, and shared user for greater visibility into completed tasks.
Workforce Planning: Introducing Workforce Pro - an advanced planning tool for customizable compensation modeling, and enhanced reporting for strategic workforce management.
Consolidation: Audit logs now capture create, update, and delete actions for Currency and Calculation Exception Setups, offering transparency and traceability in consolidation configurations.
Consolidation: Improved error reporting now provides detailed logs for failed reclassification imports, helping users identify and resolve issues quickly.
Dynamic Planning: The new Data History feature allows users to track up to 10 recent changes per cell, improving audit trails and visibility in both Web and Excel environments.
Platform: Scenarios are now automatically forwarded upon creation, reducing manual steps and streamlining the scenario planning process.
Platform: The Tasks tab now displays tasks in actual execution sequence, aligning with dependencies and improving process visibility.
Integrations: Dynamic Planning in Planful Connector for Power BI – Analytical Models from Dynamic Planning can now be directly loaded into Power BI, enabling richer reporting and data analysis.
February 2025 (v25.2)
Key Updates
Budget Manager Experience: Bulk share multiple GTSC and WFP templates with budget managers via email or copy link.
Consolidation: Upload functionality added for Reclassification journals, enabling bulk uploads of multiple line items.
Consolidation: Enhanced export functionality for Reclassification journals, introducing detailed report options for better analysis.
Consolidation: Dynamic Journal uploads now support in-file rule validation, ensuring seamless processing.
Consolidation: Introduced the Clear Data option for Reclassification journals, enabling bulk clearing across multiple period entries.
Consolidation: Enhanced Posting Type selection for Reclassification journals, dynamic selection of posting types for LC and CC companies.
Consolidation: Improved source hierarchy behavior, keeping source members unlocked after sibling hierarchy creation.
Dynamic Planning: Introduced renaming and deleting calculation features for better control and collaboration in modeling workflows.
Platform: Users now automatically receive access to newly created scenarios, eliminating manual scenario assignment.
Integrations: The Planful Connector (.pqx file) has been updated for enhanced performance and compatibility with the latest Power BI Desktop version.
January 2025 (v25.1)
Key Updates
Platform: Enhanced Hierarchy Management - The Show label in the Hierarchy Selection section is now renamed to Apply Selection for improved clarity and usability.
Predict: Predict now supports fiscal periods exceeding 12 months, including configurations with 13, 14, or 15 fiscal periods. This update empowers businesses with non-standard financial calendars to utilize Predict’s forecasting and analytics capabilities.
Integrations: The Planful Connector (.pqx file) has been updated for enhanced performance and compatibility with the latest Power BI Desktop version.