Account Details

Account details refer to all the information associated with an account, such as: 

• Name
• Credential
• Role 
• Application (Tenant detail)
• Version and any other relevant information

It is important to keep this information up to date to ensure secure access to the account.

1. You can navigate to Account Details by clicking

   
   

     the Planful hamburger menu.
   
2. The Account Details sidebar appears with all the information.
   

Resources

You can navigate to Resources by clicking
the Planful hamburger menu.

The list of options appears, such as:

• Help 
• Support
• Community
• Solution Hub
• What's New

Help

This section will help you with Planful’s comprehensive collection of help materials, including user guides, FAQs, the latest release notes, and support forums. You can quickly and easily find the information that you need by navigating to our Help.

Community

The Community provides you with a forum where you can:

• Ask product-related questions
• Share your expertise with other members
• Share thoughts and suggestions on product enhancements
• Introduce yourself
• Get information on the latest events, like webinars and user group meetings
• Share tips or tricks or read about tips and tricks from the customer service pros

Support 

You can contact the Planful Support Team for additional support. 

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 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.

What's New

This section will help you to view all of our release notes by easily navigating to different years and topics.