Product Summary

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.

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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.

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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.

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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.

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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.

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February 2025 (v25.2)

• 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.

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January 2025 (v25.1)