Structured Planning - Troubleshooting

What it means

• The template has Enable Expedited Loading turned on.

• Expedited Loading is designed for very large templates where data rendering takes time.

• With this option:

  • Data input lines are immediately available, so you can start entering data while reference/history data loads in the background.

  • You cannot save until the load is complete.

  • Once the load finishes, you must click Display Data to populate the template.

• This feature saves time and improves performance, allowing users to continue planning without waiting for the full template to load.

How to Resolve:

1. Go to Maintenance > Templates Setup.

2. Select a scenario and the Template.

3. Click the Edit button on the header.

4. in the General Information tab, locate the option Enable Expedited Loading.

5. Uncheck this option.

6. Save the template.

7. Reopen the template (either from Planning Control Panel or Template Setup) — it should now auto-populate data immediately upon opening, and data will persist when saved/closed.
   Note: Expedited Loading is available only for Global Template Single Copy and Allocation template types.

What it means

• This happens because the Show Data Filter option is enabled in the Grid during template setup.

• When filters are active, Planful blocks line insertions to prevent data misalignment.

How to resolve

1. Go to the Grid menu in your template.

2. Select Hide Data Filter.

3. Once the filter is hidden, you can insert lines as needed.

What it means

This error appears because the version of the template you are trying to open is out of sync with the latest saved definition.

Common causes include:

• An administrator modified the template setup (added/removed lines, changed mappings, or updated views).

• A snapshot or restore was applied to the template.

• The template’s definition was refreshed after workflow changes.

How to resolve

To access the latest version:

1. Go to Structured Planning > Planning Control Panel.

2. Select the Scenario and Budget Entity.

3. Open the Opex template in Input mode (not View mode).

4. The system will refresh and display the updated definition.

5. Save and continue working with the updated version.

Best Practice

• Administrators should notify budget managers or end users before making structural changes to templates.

• If frequent updates are required, consider using the Snapshot feature before changes, so data can be restored if needed.

• Always open templates in Input mode after significant updates to ensure you are working with the latest definition.

• Use Views in templates for customized layouts instead of structural edits where possible, reducing disruption to end users.

Ensure capital templates are mapped to the forecast scenario and that the scenario is processed in the reporting area. To learn more about the process reporting area, click here.

Also, confirm the capital planning inputs are complete and saved. To learn more about Capital planning, click here.

What it Means

• Planful uses Translations Setup to map source accounts from your accounting system to Planful accounts and groups.

• If your report shows accounts under unexpected groups, the mapping in Translations Setup determines where they are assigned.

How to Resolve

1. Navigate to Maintenance > Data Integration > Translations Setup. To learn more about Translations Setup, click here.

2. Open the translation rule that applies to your accounting software feed.

3. Review how each Source GL Account is mapped to the corresponding Target Planful Account or Group.

4. Confirm mappings are correct. If you need adjustments, update the translations and reprocess the data load.

5. Re-run your report to verify the corrected mappings are reflected.

Note: Using Translations Setup ensures that external GL accounts align with Planful’s internal reporting hierarchy.

What it Means

• Depreciation in Planful is driven by formulas set up in templates.

• If depreciation amounts are not appearing in your cost center report, it usually means the depreciation formulas are missing, incomplete, or not mapped correctly in the template setup.

• Reports will only pull calculated values that are generated by these formulas.

How to Resolve

1. Go to Template Setup for the related template.

2. Check the formula lines that calculate depreciation expense:

   • Ensure the formula references the correct accounts (e.g., asset cost, useful life, residual value).

   • Verify that the destination mapping points to the correct cost center/account combination.

3. Run the Validation Report for the template to identify any formula or mapping issues.

4. Re-save the template and refresh the cost center report.

5. If still missing, confirm that the Process Reporting Area has been run so updated template data is available to reports.

Note: Depreciation in reports will only flow correctly when formulas are set up and mapped properly in the planning template.

What it means

Edits to templates (such as depreciation or other asset formulas) are not treated as workflow events. Scenario process steps like Forward, Approve, or Final Approve only trigger when actions are taken on budget entities, not when template logic is changed.

How to fix

After updating the depreciation template, reprocess it using the Simulation Engine or by manually opening and saving the template. This ensures your changes are applied and reflected in reports, without requiring a scenario process step. To learn more about the Simulation Engine, click here.