User Support

Online Help, Support, Community, and Solution Hub

The Support Portal and Customer Community (Planful Engage) are accessible through both SpotlightXL and Spotlight Web, and authentication is required. Click the drop-down at the bottom of the Help button to expand a list of links for navigating to Support or Customer Community.

Support Portal & Customer Community

When a user is added to the Planful application, the Planful support team will send an email with the login ID and password needed to access both the support portal and the customer community.

Solution Hub

The Solution Hub is a primary destination for exploring the extensive capabilities of Planful's Financial Performance Management platform. You can access it through the application and website. It is a centralized repository, featuring interactive demos and informative content tailored to prospective clients and existing users.

Key Features:

• Comprehensive Searchable Library: Access an extensive array of Planful Solutions directly within the application.
• In-App Accessibility: Easily explore tailored solutions, search, and add favorites.
  

Benefits:

• Enhanced Platform Awareness: Discover the breadth of our platform's capabilities beyond basic FP&A functionalities.
• Empowerment Through Knowledge: Align with evolving buyer preferences through self-education.
• Advanced Search Options: Refine searches based on specific criteria such as finance, industry, and region.

If you are a new user, you can explore various solutions and take interactive tours to gain in-depth information. In addition, you can contact the Planful support team if you find a solution that meets your needs.

If you are an existing user, you can conveniently access the Solution Hub page within the application by clicking on the Solution Hub in the top menu bar. Once there, you can explore the list of solutions by clicking on a card and navigating to the Solution Hub page. You can also view the interactive tour available on the page.

The Solution Hub ensures that you have everything you need to make informed decisions about financial performance management with Planful.

Global Settings for View and Report Properties

Power users can set default values for key properties available in Views and Reports. This enhancement provides flexibility for Power users to define the default behavior from a centralized application page for key properties available in Views and Reports. Power users can either allow or restrict Contributor and Reviewer users from updating the key properties.

Select Manage > Application Administration > Application Settings.

Defining Default Behavior for View and Report Properties

Under the View and Reports sections, there is a column for Default Value where you can make selections.

For Views, a power user can set the default value for a number of properties, including Display, Indent Row Members, Show Hidden Members, and Enable Save properties. Default values for Dimension Number Format and Lock properties are not applicable.

For Reports, a power user can set the default value for properties, such as Display, Hide Gridlines, and Hide Headers properties. Default Value for Save on Model and Calculation on Save properties are not applicable.

In the example below, under View, 'Code' is selected for Display Label. This means that starting from the moment the setting was saved, all new views and other items will display 'Code' as the Display Label. Additionally, under Reports, the power user selected 'No' for gridlines and headers. Consequently, any reports created from the saved setting onward will not display gridlines and headers.

Restricting Contributor and Reviewer Users From Updating View and Report Properties

The “Allow Contributors to Update Properties” and “Allow Reviewers to Update Properties” fields are located under the View and Reports sections located on the Manage > Application Settings page.

Make selections for properties that you want to allow or disallow Contributor and Reviewer users to update.