Application Audit Details - Audit Area

Actual Data Load Months

The system logs all the actions updated to the actual data load months on the Lock Data page.

Maintenance > Report Administration > Lock Data

Actual Data Load Through Template

When a user performs any action related to actual data loading through a template in the Consolidation Control Panel, it gets logged in the audit area. The log includes opening the template (when a user opens a template in input mode) and actual data loading (if any changes are made to the template).

Consolidation

ADC Schedule

The ADC Schedule log has been moved to the Cloud Scheduler audit area for comprehensive tracking.

Maintenance > Administration > Cloud Scheduler

Announcements

When a user creates or deletes an announcement, the details are logged.

Announcements (Top Toolbar)

Approval Role

When you create, edit, or delete an approval role, these changes are logged in the system. You can track the approval role name in the 'Audit Description' column.

Maintenance > Administration > User & Role Management > Approval Role

Archive

The Archive Audit area logs the details whenever a user archives the audit log list. It captures the audit description along with the start and end dates, providing a comprehensive record of archived audit activities.

Maintenance > Application Audit > View Audit Log

Attribute Settings

When a user performs an action on the Attribute Settings page, the data gets logged, ensuring a transparent and auditable record of all changes.

Maintenance > Report Administration > Cube Settings > Attribute Settings

Attributes

The Attribute audit area logs all user actions, including adding, editing, and deleting attributes.

Maintenance > Planning Templates > Attributes

Attributes Setup

The Attributes Setup log has been moved to the User Defined Attributes audit area for comprehensive tracking.

Maintenance > Hierarchy Management > select Finance Hierarchies type > Setup > More > Attribute Setup

Bill Of Sales

This audit area is not in use.

Budget Hierarchy

The Budget Hierarchy log has been moved to the Hierarchy audit area for comprehensive tracking.

Maintenance > Hierarchy Management

Budget Hierarchy - Hierarchy Management

The Budget Hierarchy- Hierarchy Management log has been moved to the Hierarchy audit area for comprehensive tracking.

Maintenance > Hierarchy Management

BUE

When a user shares a template with a BME user and performs any action within BME, such as saving or completing tasks, all these actions are logged.

Business Manager Experience

Business Days

Business Days log has been moved to the Workdays Setup audit area.

Calculated Member

The Calculated Member log has been moved to the Hierarchy audit area for comprehensive tracking.

Maintenance > Hierarchy Management > select Finance Hierarchies type> Show > Add

Calculation Exception Setup

When a user adds, updates, or deletes Entity and/or Calculation Exception data using the file upload or from the configuration, the data is logged.

Maintenance > Currency > Currency Exceptions > Calculation Exception Setup

Capital

The Capital audit area logs all actions related to asset categories under capital planning, including adding, editing, or deleting asset categories. This ensures precise tracking and compliance of assets.

Maintenance > Capital Planning > Asset Setup > Asset Categories

Clear Data

Logs the details whenever data is exported or deleted on the Clear Data page.

Maintenance > Data Integration > Clear Data

Cloud Scheduler

When a user performs actions on the Process Flow under Cloud Scheduler in the Planful application, each action is logged. This includes additions, edits, or deletions of process flows.

Maintenance > Administration > Cloud Scheduler > Process Flow

Comment

Logs actions related to comments, including adding, resolving, deleting, and replying.

Applicable across the application

Comments Manager

When user access the Comments Manager page, then the details are logged.

Maintenance > Administration > Comments Manager

Common COA

This audit area is not in use.

Compensation Group

This log monitors workforce compensation group additions, modifications, and deletions.

Maintenance > WFP > Workforce Planning Setup > Compensation Group

Compensation Items

This log monitors workforce compensation items' additions, modifications, and deletions.

Maintenance > WFP > Workforce Planning Setup > Compensation Items

Configuration Tasks

The Configuration Tasks audit area logs all user-made configuration changes, detailing each modification in the Audit Description column for a clear record of adjustments.

Maintenance > Administration > Configuration Tasks

Consolidation Process

The Consolidation Process in the audit area lists the details of consolidation performed for a particular scenario and periods. It states whether the action performed was successful or not.

Consolidation > Consolidation Process > Process

Consolidation Setup

When a user saves the changes made on the Consolidation Setup page, the data is logged. To learn more about Consolidation Setup, click here.

Consolidation > Administration > Consolidation Setup

CTA Sets

When a user performs add, edit, copy, or delete action on the CTA sets page, the data is logged. To learn more about CTA sets, click here.

Maintenance > Multi Currency > CTA Sets

Currency

When a user performs add, edit, or delete action on the Currency Setup page, the data is logged.

Maintenance > Multi Currency > Currency Setup

Currency Conversion

The Currency Conversion feature in the audit area of the Planful application accurately converts financial data between different currencies, ensuring consistency and compliance in consolidated reports. It automatically applies exchange rates to reflect the correct values in the parent company's currency.

Maintenance > Multi Currency > Exchange Rates > Currency Exchange Rate

Currency Exchange Rates

When a user performs addition on the Currency Exchange Rate page, the data is logged.

Maintenance > Multi Currency > Exchange Rates > Currency Exchange Rate

Currency Exception Setup

When a user adds, updates, or deletes Entity and/or Currency Exception data using the file upload or from the configuration, the data is logged.

Maintenance > Currency > Currency Exceptions > Currency Exception Setup

Currency Type

When a user performs add, edit, delete, list/delist a currency from exchange rates on the Currency Type page, the data is logged.

Maintenance > Multi Currency > Currency Setup

Custom Members

When a user adds, edits, or deletes actions on the Custom Members page, the details are logged.

Maintenance > Report Administration > Cube Settings > Custom Members

Customize Branding

When you customize the application's user interface (UI) using branding options such as adding, editing, or deleting profiles, these actions are logged.

Maintenance > Administration > Customize Branding

Dashboards

The system logs all dashboard activities when users perform actions like adding, deleting, duplicating, editing, favoriting, resetting selections, or sharing.

Dashboards

If the user performs any Dashboard activities via Business Manager Experience (BME), the system logs the data.

Budget Manager Experience > Dashboards

Data Calculation Exception Setup

When a user performs an add, delete, or mass upload on the DLR Data Calculation Execution Setup page, the audit area logs the data.

Maintenance > Data Integration > Data Calculation Exception

Data Source

When the user performs any action like deploy, undeploy, and send an email on the standard reports page, the data is logged.

Maintenance > Report Administration > Standard Reports > Standard Reports

Dataload

When a user defines rules on the Data Load Rule page to load data into Planful, the system logs each action. Some of these actions include adding, editing, clearing data, adjusting data load rule settings, modifying header settings, defining data settings, uploading files, and joining data. Every action item is recorded in this audit area.

Maintenance > Data Integration > Data Load Rules

Default Members

When the user makes changes to the Default members on the Cube Settings page, the details are logged.

Maintenance > Report Administration > Cube settings > Default members

Dimension Security Configuration

This audit area is not in use.

Dimension Security Setup

The Dimension Security Setup logs any changes made to the dimension security for a user for the finance or workforce reporting area. This ensures compliant management of user access and permissions.
Note: Once the setup is done, the Process reporting area runs automatically and gets logged in the Process Reporting Area audit log.

Maintenance > Administration > User & Role Management > Security Options > Dimension Security > Dimension Security Setup (or)
Maintenance > Report Administration > Dimension Security > Dimension Security Setup

DLR Data Calculations Configuration

When a user updates the configuration settings to instruct the system to use default values for missing data in periods with no entries posted on the DLR Data Calculations Configuration page, the details are logged.

Maintenance > Administration > Configuration Tasks > DLR Data Calculations Configuration

Document

When a user uploads artifacts to the Planful application by creating a new report document, the system logs this action. It also logs any edits or deletions made to the document.

Reports

Document Setup

This audit area is not in use.

Dynamic Journal

When a user performs add, copy, edit, delete, or perform entry actions on the Dynamic Journal page, the data is logged. To learn more about Dynamic Journals, click here.

Consolidation > Dynamic Journal

Dynamic Report

When a user performs actions on Dynamic Reports within the Reports application area, such as adding, running, or deleting a dynamic report, the system logs these activities.

Reports

If the user runs a report via BME, the system logs the data.

Budget Manager Experience > Reports

Elimination

When a user performs actions like add, edit, copy, delete, or perform entry actions on Elimination sets, the system logs these activities. To learn more about Eliminations, click here.

Consolidation > Eliminations

Employee process

This log shows that employees have been processed.

Maintenance > WFP > Workforce Planning Setup > Employees

Entity Ownership Data

If any changes are made in the managing ownership window the details are logged.

Sub Consolidation

Entity Setup

The Entity Setup log has been moved to the Hierarchy audit area for comprehensive tracking.

Entity Type Setup

When the user adds, edits, or deletes the entity type setup, the details are logged in this application area.

Maintenance > Hierarchy Management > select Entity Hierarchy type > Setup > Entity Type Setup page

ESM Canvas Deploy

This audit area captures all the details of the canvas that has been deployed.

Dynamic Planning > ESM Canvas

ESM Canvas Design

This audit area captures all the details related to the design screen of the canvas.

Dynamic Planning > ESM Canvas

ESM Canvas Input

This audit area captures all the details related to the input screen of the canvas.

Dynamic Planning > ESM Canvas

ESM Canvas Listing Page

This audit area captures all the details of user activities on the listing page of the canvas.

Dynamic Planning > ESM Canvas

ETL Transaction Detail Setup

This audit area captures all setup activities related to transaction details. When the user configures transaction details for the data source, either with translations or using the CCOA, the system logs these actions.

Maintenance > Data Integration > Transaction Details

ETL Translations List

When a user performs the Translation Setup to map the native chart of accounts to the Common Chart of Accounts (CCOA), the system logs all actions. These include adding, editing, deleting, or translating lines on the Translations List page.

Maintenance > Data Integration > Translations Setup

Finance Hierarchy - Hierarchy Management

The Finance Hierarchy - Hierarchy Management log has been moved to the Hierarchy audit area for comprehensive tracking.

Maintenance > Hierarchy Management

Financial Package

When a user performs actions on the Financial Package report type within Reports, such as adding, editing, or deleting a financial package, the system logs these activities.

Reports

Financial Package Variable

When a user adds, edits, or deletes a variable in a financial package report, the system logs these activities in the Financial Package Variable audit area.

Reports > File cabinet > select a report (Financial package type) > Variables

Folder

When a user creates a folder within the Reports section, the system logs this activity. Additionally, any edits or deletions performed on the folders are also logged.

Reports

Global Fields

When the user updates the global field value in a scenario then this audit area logs the action. It includes saving and copying of global fields.

Maintenance > Administration > Scenario Setup > select a scenario > More > Global Data Input

Hierarchies

Finance Hierarchies and Sales Hierarchies logs have been moved to the Hierarchy audit area for comprehensive tracking.

Maintenance > Hierarchy Management > Finance Hierarchies or Sales Hierarchies

Hierarchy

The Hierarchy Management audit area logs all actions performed, such as adding, editing, copying, saving, and deleting segment hierarchy structures. This detailed logging ensures transparency in structure management for financial planning and reporting purposes.

Maintenance > Hierarchy Management

Hierarchy Management - Finance Attributes Setup

Hierarchy Management - Finance Attributes Setup log has been moved to the User Defined Attributes audit area for comprehensive tracking.
When a user performs any action on the Finance Attributes page, the details are logged under the User Defined Attributes audit area. The action includes adding, editing, or deleting the finance attributes.

Maintenance > Hierarchy Management > select Finance Hierarchies type > Setup > More > Attribute Setup

Hierarchy Management - Report Categories

The Hierarchy Management - Report Categories log has been moved to the Report Categories audit area for comprehensive tracking.

Maintenance > Hierarchy Management > Select Finance or Sales Hierarchies > Setup > More > Report Categories

Hierarchy Management - Sales Attributes Setup

The Hierarchy Management - Sales Attributes Setup log has been moved to the User Defined Attributes audit area for comprehensive tracking.
When a user performs any action on the Sales Attributes page, the details are logged under the User Defined Attributes audit area. The action includes adding, editing, or deleting the sales attributes.

Maintenance > Hierarchy Management > select Sales Hierarchies type > Setup > More > Attribute Setup

Initiatives

When a user performs any action on the initiative template opened via input mode, all actions are logged. These actions include adding, editing, or deleting an initiative.

Planning Control Panel > select an entity > select an Initiative Template > Input

Journal Entry

When a user performs post, copy, add, delete, or unpost a journal from entry actions on the Standard Journals page, the data is logged.

Consolidation > Process > Standard Journals

Line Item Category

When a user uses line item categories to specify accounts for inclusion in budgets, those actions are logged. The actions include adding, editing, or deleting line item categories.

Maintenance > Planning Templates > Line Item Category

Lock Data

When the user performs lock or unlock action on the Lock Data screen, the action is logged.

Maintenance > Report Administration > Lock Data > go to the Lock Data tab

Map to COA

This audit area is not in use.

Master Transfer

This audit area is not in use.

Model Permissions

This audit area is not in use.

MyPlan Account Mapping

When a user adds an include or exclude scenario for the MyPlan, they need to save to reflect the changes When the user performs a save action on the Myplan Account Mapping page, the details get logged.

Maintenance > Administration > Configuration Tasks > MyPlan Configuration

MyPlan Configuration

Logs the details for actions performed on the MyPlan Configuration page. The logs include mapping, copying, editing, or deleting the configurations.

Maintenance > Administration > MyPlan Configuration

Navigation Role

This log tracks changes and permissions related to user navigation within the Planful system. Actions such as adding, editing, or deleting a navigation role are logged, along with the assignment of navigation access to roles.

Maintenance > Administration > User & Role Management > Navigation Role

Non Controlling Interest

When a user performs add, copy, edit, delete, or perform entry actions on the Non Controlling Interest page, the data is logged.

Consolidation > Non Controlling Interest

Offline Planning

The system tracks when a user logs in to offline planning and also logs when they check out.

Offline Planning

Operating Budget

Logs all actions performed within the Planning Control Panel screen such as entity and template workflow.

Structured Planning

Pay Plan Setup

The Pay Plan Setup audit log tracks the details if any pay plan spreads have been defined or modified for the selected year and Employee Process status updates.

Maintenance > Workforce > Workforce Planning Setup > Pay Plans > Pay Setup

Pay Plans

The audit log for pay plans captures detailed records of actions taken on pay plans, including additions, modifications, and deletions.

Maintenance > Workforce > Workforce Planning Setup > Pay Plans

Point of View

When a user updates the Point of View for the financial or workforce reporting area, these actions are logged.

Maintenance > Report Administration > Point of View\nor\nClick the Point of View icon from the top toolbar

Process Measures

This audit area is not in use.

Process Reporting Area

Changes made to the scenario configuration or data in a scenario via DLRs, templates, or consolidation result in cube processing. All these changes impact cube processing and will be logged in the Process Reporting Area audit log. Here are a few instances:
1. When Actual data load months are updated, the time of financial reporting gets automatically updated and recorded.
2. When any action is performed on the Dimension Security Setup page, it gets logged. (Maintenance > Administration > User & Role Management > Security Options > Dimension Security or Maintenance > Report Administration > Dimension Security)
3. Logs when a template is updated through actual data load in the Consolidation control panel. (Consolidation > Actual Data Load >select a template > Input)
4. When a scenario is added, copied, or edited, it is automatically added to the Finance reporting area and logged in this audit area under add or process according to the action.

Applicable across the application.

Reclassification

When a user performs actions on the Reclassification entries in the Consolidation Control Panel, the system logs each action. This includes adding, editing, deleting, and other entry actions on reclassifications

Consolidation > Reclassifications

Recurring Journal

When a user performs add, copy, edit, delete, or perform entry actions on the Recurring Journal page, the data is logged.

Consolidation > Recurring Journals

Report Access

This audit area is not in use.

Report Book

Report Book has been converted to Report Collection, so the logs are now tracked in the Report Collection audit area.

Report Categories

When report categories are assigned to dimensions for organization and reporting purposes on the Report Categories page, the audit area log is updated. This log includes actions such as adding, editing (including saving display order), and deleting report categories.

Maintenance > Hierarchy Management > select Finance or Sales Hierarchies > Setup > More > Report Categories

Report Collection

When a user performs actions on Report Collections within the Reports section, such as adding, editing, running, or deleting, the system logs these activities.

Reports

Report Group

When a user creates, edits, or deletes a report group on the Report Groups page, the system logs the action. This ensures the tracking of changes made to report groups.

Maintenance > Report Administration > Standart Reports > Report Groups

Report Security

Logs the changes made to the report access security of a user or user group. 

Maintenance > Administration > User & Role Management > User or User Group > Security Options > Report Access

This audit area also logs the report access updated via the share option in the Reports application area.

Reports > Share

Report Set

When a user creates a Report Set within the Reports section, the system logs this activity. Additionally, any edits or deletions performed on the folder are also logged.

Reports

Reporting Scenario Setup

Logs the scenario setup details when a user updates the Reporting Scenario Setup.

Maintenance > Report Administration > Setup Reporting Scenario

Sales Application

This audit area is not in use.

Sales Attribute

This audit area is not in use.

Sales Attribute Hierarchies

This audit area is not in use.

Sales Dataload

This audit area is not in use.

Sales Defaults

This audit area is not in use.

Sales Entity Setup

This audit area is not in use.

Sales Hierarchy - Hierarchy Management

This audit area is not in use.

Sales History Reference

This audit area is not in use.

Sales Levels

This audit area is not in use.

Sales Measure

This audit area is not in use.

Sales Price Input

This audit area is not in use.

Sales Segment Hierarchies

This audit area is not in use.

Sales Top Down Process

This audit area is not in use.

Save DisplayOrder

The Save Display Order log has been moved to the User Defined Attributes audit area for comprehensive tracking of changes to Finance attribute display orders. 

Maintenance > Hierarchy Management > Select Finance or Sales Hierarchies > Setup > More > Attribute Setup > Save Display Order

Scenario

Logs all the actions performed on the Scenario page. Some of these actions include adding, editing, deleting, or copying a scenario, locking, refreshing, and scheduling maintenance. The Scenario audit area records every action.

Maintenance > Administration > Scenario Setup

Scenario Process

The detailed log will be recorded under the audit area "Process Reporting Area"

Maintenance > Report Administration > Process Reporting Area

Security Administration

Logs the changes made by the admin to the tenant settings on the Security Administration page.

Maintenance > Administration > Security Administration

Security Centralized

When a user performs access actions on Security in the Consolidation Control Panel and clicks Save, the data is logged.

Consolidation > Administration > Security

Security Decentralized

When a user performs access actions on Security in the Consolidation Control Panel and clicks Save, the data is logged.

Consolidation > Administration > Security

Simulation Process

Logs data when a user performs an action on the Process List page to set up the simulation process for automated saving of templates, which recalculates and saves template data based on changes to reference data or other global drivers. Actions logged include adding, editing, setting up configurations, and deleting processes.

Maintenance > Rules > Simulation Engine

Snapshot

When you add or delete a snapshot in the dynamic reports, the details are logged in the Snapshot audit area.

Add: Reports > select a Dynamic Report > Snapshot\nDelete: Reports > select a Snapshot report

Standard Report

When a user deploys or undeploys reports, and sends emails after running reports, all these actions are logged under the Standard Reports Audit area.

Maintenance > Report Administration > Standard Report

Substitution Variables

Creating, editing, or deleting substitution variables are logged in the Substitution Variables audit area. Additionally, when you add a derived variable to a substitution variable, it is logged in the same audit log.

Maintenance > Report Administration > Cube Settings > Substitutional Variables

Task Manager

This audit area logs all task-related activities, including add, edit, and delete. This ensures thorough tracking and accountability for task management processes.

Task Manager

Template Based HR Employee Types

This audit area is not in use.

Template Based HR Employees

This audit area is not in use.

Template Based HR Group Options

This audit area is not in use.

Template Based HR Groups

This audit area is not in use.

Template Builder

When a user designs templates based on business needs in the Planful application, all related actions are logged. This includes adding, opening, saving a template, mapping entities and global fields to the template, copying, and deleting templates.
Note: Changes made to the template via the Planning Control Panel will also be logged.

Maintenance > Planning Templates > Template Setup

Template Lines

This audit area is not in use.

Template Setup

This audit area is not in use.

Template Sharing

Logs the sharing status of a template on the Planning Control Panel screen. It also logs the enabled or revoked status when user permissions are updated on the Approval Role Setup page.

Structured Planning (Select a Budget Hierarchy > Share)

Template Snapshot

The Template Snapshot audit area logs the addition, editing, and restoration of template snapshots. It also logs the enabled or revoked status when user permissions are updated on the Approval Role Setup page.

Structured Planning (Select a Budget Hierarchy > Template > click the Snapshot icon)

Top Down Model

This audit area is not in use.

Top Down Process

This audit area is not in use.

Transaction Data Extract

When a user calls the Transaction Data Extract or Transaction Data Extract Status API, the system logs the data in the Transaction Data Extract audit log.

API

UHM Attributes

The UHM Attributes log has been moved to the Hierarchy audit area for comprehensive tracking.

Maintenance > Hierarchy Management

User

Records all user-related activities, including login, logout, password changes, secret question updates, copying user permissions, ETL security (Data Integration Security) actions, and user locking/unlocking. Each time the user logs in, a new session ID is generated and displayed in the New Value column.

Applicable across the application

User Approval Role Setup

Logs the changes to user permissions on the Approval Role Setup page. These permissions include Edit Scenario, Enable Workforce User Access Tab, Enable Template Snapshot, Create and Manage Views, and also permissions for Budget entity permissions and Approval roles.

Maintenance > Administration > User & Role Management > User > Security Options > Approval Role Setup

User Defined Attributes

When a user performs any action on the Finance or Sales hierarchy attribute setup, data is logged in the audit area. This includes adding, editing, and deleting attributes. Additionally, if a user changes the order of the financial attributes, it is also logged in this audit area.

Maintenance > Hierarchy Management > Select Finance or Sales Hierarchies > Setup > More > Attribute Setup

User Group

When a user creates, edits, deletes a user group or updates scenario access for the user group, these actions are logged in the audit area.

Maintenance > Administration > User & Role Management > User Group

User Preference

This audit area is not in use.

Validations

When the user performs add, edit, delete, or any entry actions on the Validations page, the details are logged in the application.

Consolidation > Validations

Verify Data

Logs are generated when users use data to confirm the accuracy of postings and verify data sources after loading data using the Data Integration functionality.

Maintenance > Report Administration > Verify Data

Workdays Setup

The Workday Setup audit log is a record that captures and monitors changes made to the workdays setup.

Maintenance > Administration > Workdays Setup

Workflow

When you enable or disable workflow for a scenario, these actions are recorded in the audit log as add or delete actions, respectively.

Maintenance > Add or Edit a scenario > Workflow Setup (Note: Not applicable for Preloaded Budget Scenario Type)

After enabling the workflow, if you start or sync the process of a scenario, it is also recorded in the Workflow audit area.

Maintenance > select a Scenario > Process > Start or Sync

Workforce Attributes

This log monitors the additions, modifications, and deletions of workforce attributes.

Maintenance > WFP > Workforce Planning Setup > Workforce Attributes

Workforce Default Raise%

This log shows the changes made to the review percentages for the selected scenario in the workforce employee types

Maintenance > WFP > Workforce Planning Setup > Employee Types

Workforce Defaults

This log lists any modifications to the default configurations, which can impact the employee allocations.

Maintenance > WFP > Workforce Planning Setup > Workforce Defaults (select the Default scenario in the Employees tab to see the workforce defaults tab)

Workforce Employee Data Load

The Workforce Employee Data Load log has been moved to the DataLoad audit area for comprehensive tracking.

Maintenance > DLR > Data Load Rules

Workforce Employee Types

This log monitors the additions, modifications, and deletions of the workforce employee types.

Maintenance > WFP > Workforce Planning Setup > Employee Types

Workforce Employees

This log includes all the modifications to employee information, such as additions, edits, or deletions.

Maintenance > WFP > Workforce Planning Setup > Employees

Workforce User Access

This log includes any modifications to user access permissions to compensation items.

Maintenance > WFP > Workforce Planning Setup > User Access