Administration

As an Administrator, your role involves adding and managing users within Planful. This includes granting access to application pages and ensuring data security. Navigate to Maintenance > Administration > User and Role Management . Your initia...

Create various scenarios representing different versions of a budget or forecast for a fiscal year. Develop scenarios for both current and future trends, test assumptions with changing drivers, and ensure more accurate revenue estimation. Analyzing ...

You can define application access through security settings on the Security Administration page. For instance, you can enable IP (Internet Protocol) Logging to create logs with IP address information, tracking user logins. Access the Security Admini...

In Workforce Planning templates, you can calculate employee salaries using workdays. To set this up, select Workdays  from the salary calculation basis list on the Define Workforce Planning Budgeting Criteria Configuration task . The values f...

Cloud Scheduler is a scheduling solution that runs in the cloud. It is used to automatically run data load rules, report collections, the Consolidation process, Dynamic Journals, Financial Package reports, scenarios, Simulation Engine processes, and...

Customize the UI with your company logo and profile avatar. Save multiple profiles as per your business needs. Image specifications are as follows: Logo: 200W x 420H pixels File type: TIFF, JPEG, JPG, PNG, GIF File size: Less than 2MB Co...