23.1 Release Note

We did a complete rebrand and redesign of the platform to align with the Planful style guide and design principles. We changed no functionality. Just new colors, fonts, icons, etc.

Changes to Support

We have replaced Plannuh support with Planful Support in the Support Options

Debt, Bug Fixes, and Feature Requests

You can now search on the expense page by expense ID.

Budget Segment cells are now smart cells that can move forward or backward in time or to another budget (Admin only).

You can now calculate the “required budget” to achieve your metric goals set in your funnel when editing ARPO mode.

Baselines can now be saved on the budget page that can be used to generate reports (Admin only).

The import/export page looks different. The Reports are now in a tab and when uploading, you have to choose what object you are uploading from the dropdown. (Admin only).

Deleting a metric takes you back to the campaign detail page, not whatever page you were on before the campaign detail.

Enhancements to applying tags include the fact that you don't have to physically save a tag anymore. It just saves when you save the page.

We added the concept of a parent to import.

You can sort by vendor on the expense page and display sort options alphabetically.

Fixes to integrations and timeouts when uploading expenses.