Release Updates
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Release Updates
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Latest from Planful! Check out this month's Release Notes.
Dynamic Planning: Introduced Comments Feature for Cascade Report
With this latest release, users can now add and save comments to cascade reports, significantly enhancing the interactivity and usability of the reporting experience. Previously, users were unable to add comments to cascade reports, which made it difficult to maintain a coherent workflow and track important notes or observations.
Now, with this enhancement, users can not only add comments, but those comments will also remain intact even when the cascade report is refreshed or when switching between Design and Run modes. This ensures that users can preserve their insights and context throughout the reporting process.
To illustrate the benefit, consider Sarah, a financial analyst who previously struggled to add comments when reviewing quarterly sales performance in a cascade report. This limitation often led to valuable insights being lost.
With the new comments feature, Sarah can now add notes like “Review Q2’s marketing strategy” or “Analyze the sales dip in region X.” These comments will remain visible, no matter if the report is refreshed or switched between Design and Run modes. This enhancement streamlines her workflow, helping her easily track her thoughts and share insights with her team. Ultimately, it boosts both her productivity and the effectiveness of her reporting.
Platform: New Asset Description Column in the Capital Budget Analysis Report
A new Asset Description column has been added to the Capital Budget Analysis report where users can view asset details.
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With this release, the new Asset Description column in the Capital Budget Analysis report retrieves both the Asset Name and Asset Code, as defined on the Asset page. If users update the Asset Code or Name in Input mode within the Planning Control Panel, those details are reflected in the Asset Description column. This enhancement ensures that changes made to asset details in Input mode are accurately tracked while running the Capital Budget Analysis report.
If a destination account is mapped in Finance Mode > Setup, the Asset Description column will display the Line code and Line Name as defined on the Setup page.
Note:
- To view the enhanced report with the new column, you must redeploy the Capital Budget Analysis standard report. For more information, see Deploy Standard Reports.
- The new column details are also available in the exported file.
For example, consider the following assets defined in the asset list:
- Asset Code: PC1001
- Asset Name: Dell Inspiron Laptop
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In the generated report, the Asset Description column will display:
- PC1001 - Dell Inspiron Laptop
If you need to update the asset name information - such as Dell Inspiron 15 Laptop - you can do so in Input mode within the Planning Control Panel.
After this update, the Asset Description column will reflect the new details in the report.
- PC1001 - Dell Inspiron 15 Laptop
To learn more about the Capital Budget Analysis report, click here.
Platform: Change Start Page Renamed to Change Home Screen
The Change Start Page option has been renamed to Change Home Screen for better clarity. This setting allows users to customize their default landing page when they open the application.
Below is an illustration of the updated screen.
Platform: Access Homepage Settings via User Profile Menu
Access the default homepage settings via the User Profile menu for easy navigation.
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With this release, we have introduced the Change Home Screen option within the User Profile menu. Users can set, change, or remove the home page screen using this option.
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Previously, users could set a home page via the Change Home Screen option on the home page or by navigating to the User Settings section under the General tab. Now, users can manage their default home page more efficiently using this option.
In practice: How to Set / Change Your Default Homepage via User Profile Option?
To set/change your default homepage, do the following:
- Navigate to the User Profile menu (top-right corner).
- Click Change Home Screen. The Select Home Screen dialog box appears.
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- Select the preferred homepage from any of the following options:
- Popular Pages: Select any of the commonly used pages.
- All Pages: Select any from the list of available pages in the application.Note:Selecting Blank Page will result in a blank home screen.
- Click Save. The selected page will be your default home page.
Integrations: Introduced Planful Connector for Power BI
Introducing the Planful connector for Power BI to elevate report creation! Now, users can easily load finance and workforce planning data from Planful into Power BI, enabling seamless multi-source data analysis and report creation.
With this connector, users can extract Planful cube data and metadata, including financial metrics, actuals, and plan data. In addition to Planful’s data, users can combine data from multiple sources within Power BI for comprehensive analysis.
Note:
Dynamic planning data can only be extracted if mapped to the financial cube.
Calculated data/members are not exported.
Best Practice:
- Schedule or manually refresh data regularly to keep reports up-to-date with Planful data.
To learn how to configure Planful Connector for Power BI, click here.
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