Contents x
- Getting Started
- Dynamic Planning
- Dynamic Planning Basics
- About Dynamic Planning
- Spotlight versus SpotlightXL
- User Role Permission, Access, and Security
- User Roles
- User Types
- Unified Tenant
- Online Help, Support, Community, and Solution Hub
- Supported Browsers for SpotlightXL and Spotlight
- Guard Rails
- Automatic Signout
- Dynamic Planning: SpotlightXL and Spotlight for Office Installation
- Overview
- Where to Download SpotlightXL and Version Information
- What Version of SpotlightXL Am I Using?
- Incompatible SpotlightXL Error
- System Requirements
- Installing SpotlightXL and Spotlight for Office
- How to Use the ClickOnce Installer for Automatic Upgrades
- How to Use the InstallShield MSI Installer
- Upgrading SpotlightXL and Spotlight for Office
- ClickOnce Flexible Deployment
- Troubleshooting Tips
- Installation Best Practices
- Frequently Asked Questions
- Unique URLs for Artifacts
- Flags
- Dynamic Planning: SpotlightXL User Guide
- User Roles
- Overview
- Analyze
- Report
- Excel Report
- Model
- Manage
- Accessing SpotlightXL
- Username and Password Security
- Introduction to SpotlightXL
- User Roles, Access, and Security
- Quick Summary of How to Assign or Restrict Access
- Dynamic Planning: SpotlightXL User Guide: Summary
- Dynamic Planning Analyze Task
- Dynamic Planning Analyze, Data
- Dynamic Planning Analyze, Design View
- Dynamic Planning Analyze, Design With, Report
- Dynamic Planning Application Administration
- Dynamic Planning Attributes
- Dynamic Planning Cascade Reporting
- Dynamic Planning Data Locking
- Dynamic Planning Export Data
- Dynamic Planning External Source Model
- Dynamic Planning External Source Model Functions
- Dynamic Planning Groups
- Dynamic Planning How to Add a Group and User Group
- Dynamic Planning How to Add a User
- Dynamic Planning How to Backup a Model
- Dynamic Planning How to Define Substitution Variables
- Dynamic Planning How to Find Data Cells Quickly
- Dynamic Planning How to Load an External Data Source into a Master Model (Legacy)
- Dynamic Planning How to Lock Dimension Members
- Dynamic Planning How to Work with Model, View, and Report Folder and Organization Functionality
- Dynamic Planning Import and Export Data
- Dynamic Planning Manage Task
- Dynamic Planning Manage, Application Settings
- Dynamic Planning Manage, Audit Log
- Dynamic Planning Manage, Metadata Download
- Dynamic Planning Manage, Model Backup and Restore
- Dynamic Planning Manage, Model Permissions
- Dynamic Planning Manage, Process Management
- Dynamic Planning Manage, Request Status
- Dynamic Planning Model Administration
- Dynamic Planning Model Calculations
- Dynamic Planning Model Data
- Dynamic Planning Model Dimensions
- Dynamic Planning Model Formulas
- Dynamic Planning: How to Create a Report Based Off Multiple Models
- Dynamic Planning: How to Create a Report Based Off an Existing Report
- Dynamic Planning: How to Configure the Number of Invalid Login Attempts
- Dynamic Planning: Group Access
- Using Dynamic Commentary in Excel Reports
- Dynamic Planning: Manage, Application Statistics
- Dynamic Planning: Best Practices for Model Building, Model Refresh, and Model Restructure
- How to Open a Second Instance of SpotlightXL
- Dynamic Planning: How to Update a Dimension Hierarchy Without Clearing a Model
- Transferring Data from One External Source Model to Another External Source Model
- Dynamic Planning Publishing and Opening Excel Reports, Word Reports, and PowerPoint Reports
- Transferring Data from Analytical Model to ESM Model
- Dynamic Planning How to Use Variables in Views and Reports
- Dynamic Planning How to Use the Metadata Viewer
- Dynamic Planning How to Use Excel Based Formulas
- Dynamic Planning How to Use Drag, Drop, Pivot, and Zoom Actions to Analyze Data
- Dynamic Planning How to Use Currency Exchange Rates
- Dynamic Planning How to Unlock a Locked User
- Dynamic Planning How to Use Change Data Tracking
- Dynamic Planning How to Specify Match Criteria
- Dynamic Planning How to Share a POV Dimension Across Models in a Report
- Dynamic Planning How to Set up a Power User with Access to Everything
- Dynamic Planning How to Select Data and Member Design Manager Options to Populate Report Values
- Dynamic Planning How to Save Data on Attributes for Views and Reports
- Dynamic Planning How to Restore a Model
- Dynamic Planning How to Perform Multi-Tab Analysis
- Dynamic Planning How to Lock Members in a View or Report to Prevent Modification
- Dynamic Planning How to Lock and Unlock Scaling
- Dynamic Planning How to Lock a Model to Prevent Modification or Clearing
- Dynamic Planning How to Lock a User and Prevent Sign On
- Dynamic Planning How to Generate a Model
- Dynamic Planning How to Filter Members Using Design Manager
- Dynamic Planning How to Download Data from the Structured Planning, Consolidation, and Reporting Applications into Dynamic Planning
- Dynamic Planning How to Delete a Model
- Dynamic Planning How to Define Multiple Number Formats for Dimension Members in Views
- Dynamic Planning How to Define Dimension Security
- Dynamic Planning How to Create Dimensions as Attributes
- Dynamic Planning How to Create and Load External Source Models
- Dynamic Planning How to Create a View and Specify Properties
- Dynamic Planning How to Create a Report off a Model and a View
- Dynamic Planning How to Create a Map
- Dynamic Planning: How to Clear a Model
- Dynamic Planning How to Cascade a Report
- Dynamic Planning How to Apply Scope to a Model
- Dynamic Planning How to Add or Delete Dimensions from a Model
- Dynamic Planning How to Add a Leaf Level Member to a Hierarchy
- Dynamic Planning How to Add a Chart to a Report
- Dynamic Planning Global Settings for View and Report Properties
- Dynamic Planning SpotlightXL User Guide Function Support
- Example Substitution Variable Expressions
- Dynamic Planning View and Report Permissions
- Dynamic Planning Using Substitution Variables and Expressions with Excel Reports
- Dynamic Planning User Management
- Dynamic Planning User Groups
- Dynamic Planning Token Management
- Dynamic Planning SpotlightXL User Guide Chart Formatting and Types
- Dynamic Planning Sharing Excel Reports with People without a Dynamic Planning License Using Snapshots
- Dynamic Planning Setting Up Excel Reporting Security
- Dynamic Planning Setting Up Excel Reporting
- Dynamic Planning Setting Up an Assumptions Worksheet
- Dynamic Planning Schedule Management
- Dynamic Planning Report Task
- Dynamic Planning Report, Run
- Dynamic Planning Report, Design
- Dynamic Planning Report Design Using Substitution Variables and Expressions
- Dynamic Planning Repeat Headers Across Multiple Pages
- Dynamic Planning Refreshing and Formatting Excel Reports
- Dynamic Planning Overview of Excel Reporting
- Dynamic Planning Office Reports
- Dynamic Planning Negative Amounts in Reports
- Dynamic Planning Navigation Access
- Dynamic Planning Multi-Tab Reporting
- Dynamic Planning Model Validation
- Dynamic Planning Model Task in Excel
- Dynamic Planning Model Substitution Variables
- Dynamic Planning Model Setup
- Dynamic Planning Model Scopes
- Dynamic Planning Model Maps
- Dynamic Planning Model Lookup
- Dynamic Planning: SpotlightXL and Spotlight for Office Installation
- test
- Spotlight for Google Sheets
- Dynamic Planning Subject Matter Guides
- Dynamic Planning: Using Breakback
- Dynamic Planning: Using Excel Reporting
- Dynamic Planning: Using External Source Models
- External Source Model Overview
- External Source Model Benefits
- List of Key External Source Model Features
- External Source Model Process
- Creating an External Source Model using Model Manager
- Creating Fields in the External Source Model using Model Manager
- Creating Formulas in the External Source Model using Model Manager
- View Formula in External Source Model
- External Source Model Field Types, Expressions, and Formulas
- Loading Data into the External Source Model
- Loading Data into External Source Models using PCR Data Load Rules
- Transferring Data from One External Source Model to Another External Source Model
- External Source Model DLR Integration- Calculations tab Introduced
- Access to ESMs
- Group Access to ESM Views
- Calculations in SpotlightXL Honor Group Access for ESMs
- Managing Group Access
- Model Permissions for ESM Models
- Drill Through in Views Accessed Via SpotlightXL or Spotlight Honor Group Access for ESMs
- Model Manager in Spotlight Honors User Group Security for all ESM Artifacts
- Step-by-Step Use Case for Forecasting Revenue Spread Over Time
- Explanation of the DaysFactor Function
- Defining a Map from Source Model to Master Model
- Viewing the Data in the Master Model
- Viewing the Source Data
- Using Views to Input Future Opportunities into the Source Model
- Explanation of the Lookup Function
- Creating a Master Model
- Using a Calculation to Load Data into the Master Model
- Defining the External Source Model
- Loading Data into the Opportunity Data External Source Model
- Backup and Restore of External Source Models
- External Source Model Best Practices
- ESM Formatting in SpotlightXL
- ESM (External Source Models) Canvas
- Dynamic Planning: Using Direct Access (aka Direct Connect) to PCR Financial Reporting
- Purpose of Direct Access to PCR
- Key Benefits of Direct Access Models
- Setting Up the Connection to PCR
- Creating Users
- Creating a Direct Access to PCR Model
- Metadata Dimension Security for the Scenario Dimension
- Support for PCR Attributes, Attribute Hierarchies, and Alternate Hierarchies
- Viewing Attributes, Attribute Hierarchies, or Alternate Hierarchies in Spotlight Model Manager
- Adding Attributes, Attribute Hierarchies, or Alternate Hierarchies to Existing Direct Access Models
- Creating a Direct Access Model with Attributes, Attribute Hierarchies, or Alternate Hierarchies
- Viewing Attributes, Attribute Hierarchies, or Alternate Hierarchies in SpotlightXL Model Setup
- Support for _Attribute_Default in Direct Access to PCR Models
- Support for PCR Substitution Variables and Derived Variables
- Adding Substitution Variables and Derived Variables to Existing Direct Access Models
- Creating a Direct Access Model with PCR Substitution Variables and Derived Variables
- Using PCR Substitution Variables and Derived Variables in Reports at Runtime
- Viewing PCR Substitution Variables and Derived Variables in SpotlightXL
- Adding PCR Substitution Variables, Derived Variables, and Expressions to Reports
- Reporting and Analysis Primer
- Multiple POV Selections in SpotlightXL and Spotlight for Direct Connect Models
- Reporting Dimension Custom Labels Displayed in Direct Connect Models
- Support for Drill Through in Direct Connect Models in Both SpotlightXL and Spotlight
- Maintenance Options
- Information for Experienced Power and Contributor Users
- Converting a Master Model into a Direct Access to PCR Model
- Dynamic Planning Converting a Master Model into a Direct Access to PCR Model
- Using Direct Access (aka Direct Connect) to PCR Financial Reporting
- Dynamic Planning: Using Model Manager
- Overview
- Accessing the Model Manager
- Purpose of the Model Manager
- When to Use the Model Manager
- Modeling Model Manager, Global Model Actions with the More Menu
- Using the Model Artifacts Browser
- Creating and Editing Models
- Dynamic Planning Model Manager Security
- Dynamic Planning Model Manager Layouts
- Using Model Manager Summary
- Dynamic Planning: Admin Guides
- Dynamic Planning: Integration Admin Guide
- Overview
- Definitions
- Model Design - Connecting to the Structured Planning, Consolidation, and Reporting Applications
- Model Design - Setting up the Source Model in Dynamic Planning
- Model Design - Validation Report for Duplicate Members
- Model Design - Setting up the Target/Master Model using a Map
- Model Design - Target Model Design
- Populating the Source Model - Data Download
- Clearing the Source Model
- Populating the Target Model
- Viewing the Default Calculation
- Model Statistics
- Maintaining and Refreshing the Model
- Dynamic Planning: Aggregation Process
- Using Drill-Through
- Views and Reports
- Writing Back Data
- Ability to Automatically Add Members When Writing Data Back From Dynamic Planning to Structured Planning, Consolidation, and Reporting
- Integration Admin Options
- Dynamic Planning: User Setup and Security Guide
- Set up a Power User with Access to Everything
- Overview
- Definition of Security Levels
- Set up a Contributor User with Access to Specific Models
- Set up a Reviewer User with Access to Specific Models, Views, Reports, and Dimension Members
- Assign User Group Access to Models, Reports, and Views
- Quick Summary of How to Assign or Restrict Access
- Dynamic Planning: Model Manager, Setup in Planful Applications
- Dynamic Planning: Best Practices for Model Building, Model Refresh, and Model Restructure
- Dynamic Planning Model Manager, Setup in Planful Applications
- Dynamic Planning: Integration Admin Guide
- Dynamic Planning: Spotlight for Office User Guide
- Dynamic Planning: Spotlight User Guide
- Overview
- Analyze
- Report
- Model
- Supported Browsers
- Username and Password Security
- Copying Spotlight Formulas from an Excel View or Report to PowerPoint
- Creating and Formatting a Chart in PowerPoint or Word with Spotlight for Office
- Accessing Spotlight
- Dynamic Planning Spotlight User Guide Supported Chart Types and Formatting on the Web
- Dynamic Planning Spotlight User Guide Report Task
- Dynamic Planning Spotlight User Guide Model Task
- Dynamic Planning Spotlight User Guide Analyze Task
- Dynamic Planning: Calculation Scheduler Option in Spotlight Web
- Dynamic Planning API Library
- Base URL
- List of APIs
- Append Attributes (Master and Analytic Models)
- Sample Payload for Creating or Appending Attributes (Without Display Labels, Without Specifying the Member-Attribute Mapping)
- Sample Payload for Updating the Member-Attribute Mapping for Previously Saved Attributes
- Sample Payload for Creating or Appending Attributes and Specifying the Member-Attribute Mapping
- Response
- Parameters
- Sample Payload for Creating or Appending Attributes With Display Labels (Without Specifying the Member-Attribute Mapping)
- Append Dimension Members (Master and Analytic Models)
- Calculation Run (Master and Analytic Models)
- Calculation Status (Master and Analytic Models)
- Clear Data (Master and Analytic Models)
- Clear Leaf Data (Master and Analytic Models)
- Export Dimension / Attribute Hierarchy (Master and Analytic Models)
- Export Leaf-Level Data (Scoped) (Master and Analytic Models)
- Load Data (Master and Analytic Models)
- Clear Data (External Source Models)
- Clear Dimension Members (Metadata) (External Source Models)
- Export Leaf-Level Data (Scoped) (External Source Models)
- Load Data (External Source Models)
- Load Dimension Members (Metadata) (External Source Models)
- Create Users and Groups (User Management)
- List Users and Groups (User Management)
- Dynamic Planning: Group Access API
- Dynamic Planning API Library Summary
- Dynamic Planning: How To Tasks
- Report Collection for Dynamic Planning
- Dynamic Planning: Predict Signals
- Dynamic Planning Basics
- Dynamic Planning Restructure
- User Types and Security
- Download and Installation
- Spotlight for Google Sheet
- SpotlightXL
- Analyze
- Report
- Excel Report
- Spotlight for Office
- Model
- Manage
- How-Tos
- How to Open a Second Instance of SpotlightXL
- How to Use Variables in Views and Reports
- How to Cascade a Report
- How to Define Substitution Variables
- How to Backup a Model
- How to Find Data Cells Quickly
- How to Lock Dimension Members
- How to Work with Model, View, and Report Folder and Organization Functionality
- How to Add a Chart to a Report
- How to Add a Leaf Level Member to a Hierarchy
- How to Add or Delete Dimensions from a Model
- How to Apply Scope to a Model
- How to Clear a Model
- How to Create a Map
- How to Create a Report off a Model and a View
- How to Create a View and Specify Properties
- How to Create and Load External Source Models
- How to Create Dimensions as Attributes
- How to Define Dimension Security
- How to Define Multiple Number Formats for Dimension Members in Views
- How to Delete a Model
- How to Download Data from the Structured Planning, Consolidation, and Reporting Applications into Dynamic Planning
- How to Filter Members Using Design Manager
- How to Generate a Model
- How to Lock a User and Prevent Sign On
- How to Lock a Model to Prevent Modification or Clearing
- How to Lock and Unlock Scaling
- How to Lock Members in a View or Report to Prevent Modification
- How to Perform Multi-Tab Analysis
- How to Restore a Model
- How to Save Data on Attributes for Views and Reports
- How to Select Data and Member Design Manager Options to Populate Report Values
- How to Set up a Power User with Access to Everything
- How to Share a POV Dimension Across Models in a Report
- How to Specify Match Criteria
- How to Use Change Data Tracking
- How to Unlock a Locked User
- How to Use Currency Exchange Rates
- How to Use Drag, Drop, Pivot, and Zoom Actions to Analyze Data
- How to Use Excel Based Formulas
- How to Use the Metadata Viewer
- How to Update a Dimension Hierarchy Without Clearing a Model
- How to Configure the Number of Invalid Login Attempts
- How to Create a Report Based Off an Existing Report
- How to Create a Report Based Off Multiple Models
- Write Back
- Spotlight Web
- Aggregation Process
- Direct Access to PCR Financial and Workforce Reporting
- Breakback
- Structured Planning
- Structured Planning Admin Guide
- Configuration
- Security Administration
- Currency
- Hierarchies and Entities
- Overview
- Why Hierarchies Are Needed
- Types of Hierarchies You Can Create
- Accessing the Hierarchy Management Interface
- Working in the Hierarchy Management Interface
- Setup Entity Type Hierarchies
- Financial Hierarchy Overview
- Setup Finance Hierarchies
- Understanding Calculated Members
- Calculated Member Example - Creating a Member and Including it in a Dynamic Report
- Attributes and Attribute Hierarchies
- Load Data to Planful
- Scenario Setup
- Overview
- Description of Fields on the Scenario List Page
- Performing Scenario / Template Maintenance
- Scenario Types
- Creating a Budget Scenario
- Creating a Forecast Scenario
- Creating a Plan Scenario
- Creating a Preloaded Budget Scenario
- How to Delete a Scenario
- Alternate Approach to Data Seeding
- Global Fields
- Refreshing Actuals (Closed Period Data)
- Mapping Templates to Scenarios
- Securing Scenarios
- Why Secure Scenarios
- When to Secure Scenarios
- How to Secure Scenarios
- How to Provide a User with Edit and View Access to Scenarios
- How to Automatically Have Access to all Future Scenarios You Create
- How to Provide Scenario Access to Multiple Users at Once
- How to Set Up Scenario Security for Reporting Purposes
- Clear Data
- Workforce Actuals
- Additional Scenario Topics
- Compare Scenarios
- Intelligent Data Seeding with the Plan Scenario
- Data Seeding Without the Plan Scenario
- Reporting Area Admin
- Dimension Security
- Standard Reports
- Planning Templates
- What are Templates and Why are They Needed
- Template Types
- Template List Application Page
- Time Sets - Everything You Need to Know
- How to Add a Block Template Type
- How to Add a Global Template - Single Copy Template Type
- How to Add a Global Template - Entity Copy Template Type
- How to Add an Allocation Template Type
- How to Add a Capital Template Type
- How to Add an Workforce Planning Template Type
- How to Add an HR Template Type
- How to Add a Line Item Template Type
- How to Add an Initiative Template
- Template Setup
- Template Setup
- Understanding Template Setup
- Understanding the Template Setup Application Page
- Template Line Types and Column Types
- Understanding Line Item Template Setup
- Understanding Capital Template Setup
- Understanding Initiative Template Setup
- Template Start and End Dates
- Avoiding Line Discrepancies Between Sub and Main Templates
- Wildcard Support for Destination and Reference Account Lines
- Reference Cube
- Setting Up and Applying Global Fields to Templates (Optional)
- What are Global Fields and Why are They Used
- Input Global Field Data
- Mass Upload Global Fields
- Map the Global Field to Another Scenario and Budget Entities
- Global Fields in the Planning Control Panel
- Map Global Fields to Templates for Budget Entity and Scenario
- Apply Global Fields to Template Lines Accessed from the Planning Control Panel
- Add a Global Field
- Setting Up and Using Spreads in Templates (Optional)
- Attributes
- Template Setup Examples
- What To Do Once Template Setup is Complete
- Additional Template Information
- Simulation Engine
- User Management
- Loading Users to Planful
- Security Cheat Sheet
- User Groups
- Navigation Role and Access
- Two Step Verification
- Web Service Access
- SSO Users
- Locking Users Out of Planful
- Copying Users
- Approval Roles
- Approval Roles - What Are They and How Are They Used
- Example of a Typical Approval Role Configuration
- Approval Role Setup - Edit Scenario
- Approval Role Setup - Enable Workforce User Access Tab
- Approval Role Setup - Enable Template Snapshot
- Approval Role Setup - Create and Manage Views
- Approval Role Setup - Budget Entity Permissions and Approval Role
- How to Add and Edit Approval Roles
- How to Bulk Export Approval Roles and Budget Entity Permissions for a Single User/All Users
- How to Bulk Import Approval Roles
- Understanding Operating Budget Template Actions for Approval Roles
- Understanding Initiative Budgeting Approval Actions
- Scenario Access
- Security for Add-Ins
- Data Integration Security
- Cloud Scheduler
- What is Cloud Scheduler and How Does It Benefit Me?
- Providing Users with Access to Cloud Scheduler
- Description of Fields on the Process Flow Page
- How to Add A Process Flow
- Understanding Process Flow and Job Manager
- Auditing Process Flows
- Description of Fields on the Job Manager Page
- Overriding Substitution Variables for Report Collections and Financial Package When Running a Process Flow
- Scheduling Template Snapshot Creation Using Cloud Scheduler
- Planful Rules
- MyPlan Guides
- MyPlan User Guide
- Accessing MyPlan
- Dissecting the MyPlan Interface
- Retained In-Memory Actions
- How Actions Are Calculated
- Adjusting, Updating, Adding, and Editing Accounts in MyPlan
- How to Add New Headcount
- How to Edit a Headcount
- How to Add Multiple Employees at Once
- How to Edit Multiple New Hires at Once
- How to Add a Headcount Based on an Existing Headcount and Edit Details
- How to Add an Asset
- How to Delete a Headcount
- How to Add an Asset Not Yet Budgeted
- How to Add An Asset for a Budget Entity When the Asset Definition Does Not Exist
- How to Edit an Asset
- How to Update an Account
- Working with Templates in MyPlan
- Activity Manager
- How to Submit a Budget/Forecast
- Template Locking
- Limitations
- MyPlan User Options
- MyPlan Admin Guide
- MyPlan User Guide
- Subject Matter Guides
- Capital Planning Admin Guide
- Reporting
- Configuring Time Sets
- Configuring Capital Planning Attributes
- Adding Assets
- Adding Capital Templates
- User Security
- Adding Asset Categories
- Setting Up Finance Mode Templates and Mapping Capital Budget Lines to Your General Ledger
- Scenario and Entity Mapping
- Adding Finance Modes
- Inputting Data via the Planning Control Panel
- Initiative Planning Admin Guide
- Setup/Design the Initiative Template
- Initiative Workflow
- Open the Template in the Planning Control Panel
- Add an Initiative to the Initiative Template and Start Budgeting for that Initiative
- Adding Assets to Initiatives
- Map the Initiative Template to a Scenario(s)
- Overview of Steps to Set Up Initiative Planning
- Set Up Categories
- Set up Attributes to Map to Initiatives
- Map Attributes to Initiatives
- Add an Initiative Template
- Set Up Approval Roles for the New Template
- Add Attributes
- Workforce Planning Admin Guide
- Workforce Planning
- How to Set up 401k Match
- Compensation Basis Examples
- How to Input Data Using the Direct Data Input Compensation Item
- Employees Application Page - Workforce Planning
- How to Define Compensation Groups for Workforce Planning
- How to Lock Compensation Items to Prevent Modification
- Overview of Pay Plans - Workforce Planning
- How to Set Up Pay Plans - Workforce Planning
- What is Pays Setup and What is the Purpose of It
- How to Map A Pay Plan At The Employee Or Compensation Item Level?
- How to Complete Pays Setup - Workforce Planning?
- Description of Fields on Employee Add Page
- How to Define Employee Types for Workforce Planning
- What is Mass Update and How to Apply a Mass Update to Employees?
- Pop-up Message Introduced across all the windows in Workforce Planning Setup
- How to Define Workforce Attributes for Workforce Planning
- Define Workforce Planning Budgeting Criteria
- Security Administration
- Workforce Defaults
- Add Employees & Details
- Templates
- Budget Entities Explained
- User Access
- Reporting
- Managing Compensation Items Access and Visibility with the Workforce User Access Tab
- Employee Type
- Template Mapping
- Advanced Search in Workforce Planning
- Workforce Planning
- Capital Planning Admin Guide
- Structured Planning User Guide
- Planning Control Panel Intro
- Snapshot introduced in Planning Control Panel
- Template Input and View Modes
- Performing Template Input
- Template View Mode
- Template Notifications
- View User History of Any Template
- Different Template Types With Examples
- Dynamic Commentary in Planning Templates
- Global Templates
- Block Templates
- Workforce Planning Templates
- Workforce Planning - Classic UI
- Workforce Planning - Enhanced UI
- Overview
- Field Descriptions
- Add Employees to a Workforce Template and Process
- Automated Employee Processing
- Copy Employees from One Scenario to Another
- Update Employee Data
- Search for an Employee
- View Employee Allocations in Graphical Format
- Delete an Employee
- Delete an Employee Position
- Add a Profile Picture to Employee Profile
- Personalize the Employees list page
- Test Advanced
- Capital Templates
- Initiative Templates
- Line Item Template
- Allocation Template
- Template and Entity Workflow
- Working with Reports
- Approvers
- Template Examples
- Snapshot Restore Guidelines
- Workforce Planning UI
- How-tos Structured Planning
- Structured Planning Admin Guide
- Structured Planning Restructure
- Workforce Planning - Restructure
- Consolidation
- Consolidation End-User Guide
- Intro to Consolidation
- Standard Journals
- Recurring Journals
- Dynamic Journals
- Non Controlling Interest
- Reclassifications
- Eliminations
- Validations
- Formula Validation
- Copying Journal Entry Data
- Performing Entry Actions on Multiple Entries
- Rules
- Reporting
- Consolidation Status
- Consolidation Functionality Changes
- Consolidation User Options
- Cash Flow test
- Consolidation Admin Guide
- Configuration Tasks
- Standard Reports
- When Consolidation Is Needed
- Consolidation - Income Statement Retained Earnings Account & Retained Earnings Roll Forward
- Security Administration
- Security Overview
- Load Data to Planful
- Actual Data Templates
- Translations Setup
- Export Data / Export Data Setup
- Transaction Details
- Data Calculation Exceptions
- Additional Data Load Topics
- Description of Fields on the Verify Data Page
- Best Practices for Loading Data
- Verify Data
- How to Verify Data was Loaded to Planful
- Data Load History
- How to Load Zeros Through Data Load Rules to Reflect in a Template
- Data Load Missing Segment Member - Opt In Feature
- Limitations when Loading Data
- Auditing Data Integration
- Overview and Cheat Sheet
- Loading Data to Planful
- Scenario Setup
- Overview
- Description of Fields on the Scenario List Page
- Performing Scenario / Template Maintenance
- Why do I Need to Lock a Scenario
- How to Lock a Scenario
- How to Unlock a Scenario
- Scenario Types
- How, Why and When to Refresh Actuals (Closed Period Data)
- How, Why, and When to Refresh Preloaded Data for Preloaded Scenarios
- How, Why, and When to Secure Scenarios
- How to Provide a User with Edit and View Access to Scenarios
- How to Automatically Have Access to all Future Scenarios You Create
- How to Provide Scenario Access to Multiple Users at Once
- How to Set Up Scenario Security for Reporting Purposes
- How to Create a Scenario Based on Two Existing Scenarios
- Data Seeding
- Scenario Setup
- How to Delete a Template from a Locked Scenario
- How to Add a Report Category
- Setting Up Hierarchies
- Finance Hierarchy
- Reporting Members
- Calculated Members
- Alternate Hierarchies
- Dated Hierarchies
- Sibling Hierarchies - Multiple Set of Books
- Report Categories
- Hierarchy - Reporting, Entity, & Interim Currency
- Best Practices
- Accessing the Hierarchy Management Interface
- Exploring the Right Pane - Interim Currencies
- Exploring the Hierarchy Management Interface Panes
- Exploring the Top Ribbon
- Exploring the Right Pane - Member Properties
- Exploring the Right Pane - Default Properties
- Exploring the Right Pane - Segment Properties
- Exploring the Right Pane - User-Defined Attributes
- Setting Up Hierarchies
- What are Alternate Hierarchies and How are They Used
- Centralized Security
- What are Dated Hierarchies and How are They Used
- How to Add a Calculated Member to an Account Dimension
- How to Use Cloud Processing for Consolidation Hierarchies
- User Management
- What is Two Step Verification, How Does It Work, and How Do I Enable It
- How to Add a User Group
- Security and Accounts
- Journals
- Types of Journal Entries
- Non Controlling Interest
- Reclassifications
- Eliminations
- How to Set Up an Elimination Company
- What Is Elimination Functionality
- Loading Data with An Elimination Company
- Validation
- Consolidation Process
- Cloud Scheduler
- Consolidation-Restructure
- Prerequisites
- Consolidation Control Panel
- How-tos?
- How to Unlock Multiple Periods in Consolidation Process?
- How to Setup for Enhanced Retained Earnings Roll Forward?
- How to Configure Retained Earnings Roll Forward?
- How to Close with Consolidation?
- How to Process Consolidation With Configurable Steps?
- How to Lock Multiple Periods in Consolidation Process?
- How to Provide Security for Centralized Consolidation Users?
- How to Provide Security for Decentralized Consolidation Users?
- How to Disable Display of Security Option from the Consolidation Control Panel?
- How to Process Consolidation and Include or Exclude Dynamic Journals and Non Controlling Interest?
- Consolidation End-User Guide
- Reports
- Reports User Guide
- Reports Configurations
- Reports Prerequisites
- Workforce Reporting
- Workforce Reporting Enhanced Notifications
- File Cabinet
- Report Sets
- Dynamic Reports
- Overview
- Composition of a Dynamic Report
- Dynamic Report Setup Functionality
- Formatting a Dynamic Report - Overview
- Modify the Look and Feel of Dynamic Report Output
- How to Access the Format Pane
- An Explanation of Standard Formatting Functionality
- Cell Level Formatting Explained
- How to Reset Formatting Selections
- Situations When Formatting is Disabled or Can't be Applied
- How to Resize and Save Groups of Columns in a Dynamic Report
- Currency Display in Dynamic Reports
- Automatic Data Refresh
- Template Notes in Dynamic Reports
- Overview
- How to Display Template Notes in a Dynamic Report
- When Templates Notes Will NOT Display
- Template Notes in the Operational Planning Tab of a Dynamic Report Drill Through Report
- Dynamic Report Output Functionality
- How to Export to Excel All Members in a Rollup in a Dynamic Report
- Template Notes in DR
- Dynamic Commentary
- How to Post a Comment
- Dynamic Reports Mapped to Planning Templates
- Dynamic Reports Mapped to Planning Templates Overview
- Copying Dynamic Reports
- Print Dynamic Reports
- Overview
- How to Create and Modify Dynamic Reports
- Build and Run a Dynamic Report
- Enhanced Drill Through in Dynamic Reports
- Template Notes in Dynamic Reports
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Consolidation Status
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Consolidation Status
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Introduction
Gain insight into your close cycle with Consolidation Status. This feature provides at-a-glance dashboard-like stats on the progression of each consolidation unit for a given close cycle. Consolidation Status allows you to control your close process at a more granular level with additional transparency.
Some highlights include:
Percent complete within a close cycle for all processes
Company hierarchical format to easily identify rollups and leaf members
Indicators to identify consolidation unit by fiscal year and status
A convenient legend for quick reference
Note:
Forward and Approve workflow is optional for existing customers. Existing customers can opt to enable this functionality directly from the Consolidation Status Setup page. See Enabling Consolidation Workflow. For all customers new to Planful as of the Spring19 release, this functionality is provided by default. If you are an existing customer and you choose not to have Approve and Forward functionality, users will be able to lock a company immediately after the Consolidated(IC\RC) status.
Before you can start using the Consolidation Status feature, you must enable it. Enabling this feature is quick and easy. Click here and follow the steps provided.
Once you’ve enabled Consolidation Status each consolidation unit will have an inherent life-cycle associated with it. This life-cycle includes several statuses to indicate where the consolidation unit is within the life-cycle. Consolidation Status offers several benefits, such as; providing the necessary information to complete the close process in a timely manner and allows consolidators to view the status by entity and time period they are responsible for.
Note:
This feature is available when the Consolidation Process is selected for the Actual scenario only.
Enabling Consolidation Status
There are two stages within the consolidation status lifecycle (Consolidated and Locked), which have period referential integrity to ensure data integrity. This means that you cannot consolidate or lock a consolidation unit until the prior period's unit is also consolidated\locked. However, you can perform a one time mass update of status up to a chosen period. This is achieved using the Consolidation Status Setup. This setup also enables the Consolidation Status feature for your application and cannot be rolled back.
Navigate to Maintenance > Admin > Configuration Tasks.
On the Configuration Tasks page, click the Consolidation Status Setup task shown below to enable this functionality.
The Consolidation Status Setup page is launched. Select the month and year in which you want to start Consolidation workflow and select the Enable Forward and Approve Status for Consolidation Process checkbox as shown below. Then, click Save.
Click Save & Complete . The message below displays. Click Continue.
Accessing and Dissecting Consolidation Status
Accessing Consolidation Status
Once Consolidation Status Setup is complete, access the Consolidation Control Panel and, under Processes , click Consolidation Process . The Consolidation Status screen appears (as shown below) for a consolidation unit (the Actual scenario, period, and company).
Note:
This feature is available when the Consolidation Process is selected for the Actual scenario only.
Dissecting Consolidation Status
This section describes all the features available for Consolidation Status. Notice the company hierarchical format that easily identify the rollups and leaf members. And, indicators identify consolidation unit by fiscal year and status. The page below also shows the legend and the status report.
Search
Use the Search bar to quickly find members within the hierarchy. This eliminates the need to expand and collapse members to locate a specific member.
Report Icon / Status Report
Click the report icon to display the Status Report . The Status Report provides information on:
Percent of companies locked (out of total companies)
Number of companies in a Not Started state
Number of companies in an In Progress state
Number of companies in a Modified state
Number of companies in a Consolidated state
Number of in a Forwarded state
Number of companies in an Approved state
Number of companies in a Locked state
Click Hide Report to hide the Status Report.
More / Status Legend
The status legend is displayed by default. Click Hide to remove it from display, then click More and Show the legend for display.
Status indicators are discussed in the Understanding Workflow Status Indicators section.
Understanding the Status Indicators
Each status is explained below.
Not Started - period end close activities have not started
In Progress - period end close activities such as loading exchange rates, loading GL data, manual input of balances using templates, journals adjustments, and so on are in progress
Modified - the consolidation unit is in a state in which it can be consolidated.
Consolidated – data has been consolidated
Forwarded - ready for approval and locking. For example, when you are ready to have your boss review and approve because the numbers look good
Approved and Locked - a company's data submission is complete and no further data entry should be done. If rejected, the consolidation unit will return to an Modified status. Only approved consolidation units can be locked. If the consolidation unit is unlocked, it will return to a Modified status.
Note:
Data entry for forwarded\approved and locked companies should not be done. While the application only restricts data entry for locked companies, this will change in a future release so that data entry is restricted for all.
The status for a parent company is affected by the status of a child member. The following table describes the status of a parent company based on the status of children in the hierarchy. For example, if a child 1, 2 and 3 are all in an In Progress state, then the Parent member will also display in the report as being in an In Progress state.
Parent/Rollup Status | Child/Leaf | ||
Child 1 | Child 2 | Child 3 | |
In Progress | In Progress | Not Started | Not Started |
In Progress | In Progress | In Progress | In Progress |
In Progress | In Progress | In Progress | Consolidated |
Consolidated | Consolidated | Consolidated | Consolidated |
Modified | Modified | Consolidated | Consolidated |
Modified | Modified | Forwarded | Consolidated |
Modified | Modified | Consolidated | Approved |
Modified | Modified | Consolidated | Locked |
Consolidated | Consolidated | Consolidated | Locked |
Consolidated | Consolidated | Approved | Approved |
Approved | Approved | Approved | Locked |
Locked | Locked | Locked | Locked |
In general:
If any one child is modified, the parent status will be modified.
All children must be locked in order for the parent status to be locked.
All children must be approved in order for the parent status to be approved.
If a child is locked, but others are not, the parent will reflect the lowest status of any one unlocked child.
The Consolidated status may have IC , RC or IC +RC indicators.
IC stands for Interim Currency and RC stands for Reporting Currency. These options are shown if ALL IC or RC are selected during the Consolidation Process. These options will not be shown if 2 out of the 3 are selected. For example, 2 ICs are selected, but the RC is not.
Functionality When Not Enabled Versus Consolidation Status
The image below displays the legacy Consolidation Status.
While the legacy version of Consolidation Status provided several benefits, the Consolidation Status provides the following:
Reduced Clicks to Access Consolidation Status
The sequence of events to access Consolidation Status prior to this release was to click Consolidation Status for a selected scenario/period/company (consolidation unit) from the Consolidation Control Panel, change the period and company and then click Go . Finally, click the Consolidation Detail tab or drill down from the Overview tab.
Now, there are less clicks. When you select the Consolidation Process under the Processes pane, Consolidation Status is displayed as shown below.
Improved Indicators to be In Sync with the Workflow Progression of a Consolidation Unit
The legacy indicators (shown below) were based on the following criteria: "Consolidation successful", " Not Started", and "Consolidation required". This criteria did not follow the natural progression of a consolidation unit (scenario, period, company).
An example of the natural progression for a consolidation unit is illustrated below.
These indicators follow the natural workflow for a consolidation unit, which is “Not Started ”, “In Progress ”, “Modified ”, “Consolidated ”, “Forwarded ”, “Approved ” and “Locked ”. Additionally, a user-friendly legend is provided.
Period Information on the Report Without Having to Download It
In order to view all periods within a range, you had to download the legacy report from the Consolidation Detailed tab by clicking the more link for each member.
Note:
The layout of the legacy report was in table format.
Now all periods within the fiscal year are shown for each member in the hierarchy.
Note:
This layout shows the company hierarchy in the rows and periods in the columns, which is shown in a grid format.
Checks and Balances
The following checks and balances have been applied to ensure the best possible user experience:
The Lock Data screen under Maintenance > Reports will be relocated for customers who enable the Consolidation Status functionality using Consolidation Status Setup on the Configuration Task screen.
The Consolidation Status displays the entire financial year in the columns. If your Time dimension is based on a 13 period calendar, all 13 periods of the financial year will be displayed on the columns.
If the consolidation status of a company selected is not consolidated or approved for the last period of the previous financial year, the Consolidation Process will not process if the prior period (within or outside of the fiscal year) is not in a consolidated status or approved/locked.
When the Consolidation Process runs for a particular period in a consolidated status, if the future period is locked, you must first unlock it. And, these future periods of the financial year will be given a status of Modified in the Consolidated Status.
Use Case
A company called AMCO has several reporting sites. A reporting site represents the leaf level entities in each division. AMCO is a multinational company with legal entities all over the world. They organize entities by region and division. AMCO’s company hierarchy is shown below.
AMCO (rollup - company main)
+U.S. (rollup)
N.Y. (leaf reporting site)
CA (leaf reporting site)
+EUR (rollup)
GER (leaf reporting site)
FRANCE (leaf reporting site)
SWISS (leaf reporting site)
+APAC (rollup)
During AMCO’s close process, the leaf reporting sites perform consolidation activities and then provide the results to the rollup members (in this case U.S., EUR, and APAC).
AMCO’s goal is to shorten their monthly close process and ensure accuracy. To accomplish this goal, AMCO uses Consolidation Status in the following ways.
Period referential integrity . Consolidation Status does not allow AMCO to consolidate any periods until prior periods are consolidated for all units. See the Consolidation Status Setup section.
Period locking indicators . Consolidation Status provides visual indicators to quickly confirm that prior periods are locked. See the Indicators section.
Data security . User specific workflow and access to data. Users will see data specific to their consolidation units. For example, the consolidator in GER will not see anything related to FRANCE. However, the consolidator at the rollup level (EUR) will see all data for GER, FRANCE, and SWISS providing a holistic view of where the close cycle is within the region.
Data integrity . Edits made to prior periods affect all periods from the edited period to the current period. For example, if it is April 2019 and you need to edit Feb 2019, you will be required to unlock Feb and Mar 2019. The edit made in Feb 2019 will then affect Mar 2019 and finally April 2019.
Limitations
When a company is in Forwarded\Approved state, no data entry should be possible but the system allow it today. This is a known limitation.
When a consolidation unit is in Consolidated state, any data entry operation from either Journals, Data Load Rules, Exchange Rates, and so on should change the status of the company to Modified. However, in this release only a journal adjustment updates the status to Modified. Users should reconsolidate if data has been updated for the company using other input modules. This is a known limitation and will be fixed.
Some metadata changes (such as account segment properties) should also change the status of consolidated units to Modified, but this is not implemented and is a known limitation.
Multi-select in the Consolidation Status grid is not possible. For example, selecting Jan 2019 to Feb 2019 and approving the consolidation units.
Org by Period is not honored by consolidation status.
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