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    Product Summary

    • 13 Minutes to read
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    Article summary

    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.

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    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.

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    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)

    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.

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    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.

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