Community
Training
Local
Local
September 2025 (v25.9)
August 2025 (v25.8)
July 2025 (v25.7)
Planful for Marketing Legacy
Planful for Marketing
Contents
x
Getting Started
Consolidation
Dynamic Planning
Dynamic Planning Restructure
Workforce Pro
Structured Planning
Structured Planning Restructure
Workforce Planning - Restructure
Reports
Reports - Restructuring
Dashboards
Planful AI
Predict
Predict Restructure
Budget Manager Experience
Maintenance
Maintenance Restructure
Marketing
Advanced Topics
Release Updates
Additional Resources
Powered by
Cloud Services
3 Articles
in this category
Print
Dark
Light
Contents
Cloud Services
3 Articles
in this category
Dark
Light
Introduction
Load GL and Translations data from Box, Google Drive, or NetSuite Connect to Planful. To do so, complete the Configuration Task accessed from the Maintenance menu. Each of the fields you'll complete on the Cloud Services page is described below b...
Best Practices
Set the Automatic Cube Refresh at the Define Overall Rule Settings step in the Data Load Rule to No . Set up Cloud Scheduler so that the Scenario process is dependent upon the Data Load Rule. Process the scenario after loading the Box f...
Box
Navigate to Maintenance > Admin > Configuration Tasks . Click Cloud Services . Click Box . Select the Enable Cloud File Upload checkbox. Enter your Box user name and authenticate it by using Click here to aut...