Fall20 Release

Structured Planning: Ability to View Employees in Card Layout

As a part of our continuous effort to improve Planful’s user experience, we have introduced a card view on the Employees Roster page in addition to the list view. End users can now easily switch between card view and list view as required.

The new card view interface represents an employee position as a card and helps you to easily select options and update information in the cards.

Enable Card View on the Employees Roster page

1. Go to the Maintenance > Planning Control Panel > Workforce Planning in Input mode.

2. Click the card view icon, as illustrated in the following image.
   

3. You can view information related to the following fields in a card format:

• Employee Name

• Employee Number

• Position

• Hire Date

• Salary Class

• Annual Salary

• Hourly Salary

• Hours/Period

• Home Budget Entity

• Type

• Status

• Profile Picture

Perform Actions in an Employees’ Card View

You can perform various actions from an employee’s card view:

• Click the three vertical dots icon to perform one of the following:

  • Edit - This option allows you to modify these details of an employee: Employee Number, Employee Name, Position, and Annual Salary.

  • Copy - This option allows you to create a copy of the employee’s card.

  • Delete - This option allows you to delete the employee’s card.

• To go to the Employee Edit page, click Employee Name.

• You can select multiple cards simultaneously to update information for multiple employee positions by using the Mass Update option.

  • To add a profile picture for an employee, go to the Employee Edit page.

    • You can upload any image with a maximum size of up to 1 MB.

    • The image can be of the following file formats: JPG, JPEG, PNG, and GIF.

• You can sort the cards by using the Name and Last Modified criteria.

Reports: Dynamic Collaboration is now supported on Alternative Hierarchy in Spotlight

With this release, the Dynamic Commentary functionality has been enhanced to support Alternative hierarchy in Spotlight. Now, you can post comments on cells containing data from Alternative hierarchy.

You can add comments on either leaf level members or roll-up members in the hierarchy. Comments posted on Alternative Hierarchy members in Direct Access to Planning (DAP) models from Dynamic reports are visible on Spotlight reports and vice-versa.

This functionality is supported on Spotlight Analyze and Reports in both Web and XL and Spotlight for Excel Based Reports.

Reports: General Availability of Print PDF and Print Setup Options in Spotlight Web Reports

With this release, In Spotlight Web reports, the ability to print to PDF and print set-up options are available by default on all applications. Previously, this feature was available on request.

Dashboard: Dashboard Now Supported on iOS Mobile Devices

With this release, dashboards have been certified for use on latest iOS devices with a resolution of 2160X1620 on Chrome and Safari browsers. You can seamlessly view dashboards with the ability to perform the following actions:

• View Dashboards that are optimized for the resolution of your device.

• Zoom In and Out on dashboard.

• Scroll (Horizontal/Vertical) to view the content that is beyond the viewable portion of the screen.

• View Data labels, Legends, X-axis labels.

• Modify selections on filter dimensions - Global filters and Chart filters.

• Click data to view Tooltip and Drill down.

• Double click to view Drill down data.

• Sort a column within the table.

• Access toolbar options - Update Substitution Variable value, Refresh, Full Screen mode, Share, Duplicate, Delete, Export.

On the dashboard landing page, you can view the dashboard tiles along with search and sort options. You can perform actions like Duplicate, Delete, Share, Upload Thumbnail, Mark as Favorite.

Dynamic Planning: Dropdown Function for Multiple Data Types

The DROPDOWN(“Parameter1”, “Parameter2”, “Parameter3”,.....) function returns the data in a dropdown form, where you can select the text, numeric, and date field types from the dropdown.

• When you use the dropdown on the text field, the parameter is defined as text in double-quotes separated by a comma.

• When you use the dropdown on the numeric field, the parameters are defined as normal numbers, decimal numbers without double quotes and separated by a comma.

• When you use the dropdown on the date field, the parameters are defined in date format in double-quotes separated by a comma. Date field type supports six types of formats (MMM-YYYY, MMM-YY, DD/MM/YYYY, MM/DD/YYYY, DD-MM-YYYY, and MM-DD-YYYY).

Following are the limitations for using the dropdown function:

• You cannot use duplicate values for the parameters

• You cannot use more than 100 parameters

• Parameter values must be case insensitive

• You can only enter those values manually which are already present in the dropdown.

For example, let’s say you want to list the numbers of units sold per region in a month as shown below.

You can select the region from the dropdown that is defined in the source model.

You can select the units sold from the dropdown that is defined in the source model.

You can select the month from the dropdown that is defined in the source model.

Dynamic Planning: Dropdown Function with External Source Model Field Referenced Values

This function returns the dropdown value with the Key Field Name from an existing External Source Model name.

Syntax

DROPDOWN("Model::[ESM Model Name]","[Key Field Name]")

For example, let’s say you have one existing External Source Model with Dropdown function, and you want to create a new External Source Model model with Dropdown function by reusing the existing External Source Model fields.

The existing External Source Model is named as Dropdown Source. The following images gives you a view of Dropdown Source model and the fields.

The following image display the source data of Dropdown Source model.

If you want to use the Dropdown Source fields in the new Dropdown Target model, create the Dropdown Target model using the dropdown function with External Source Models field referenced values as shown in the below figure:

The Dropdown Target model can now use the existing Dropdown Source fields and you can select the Units and Month field valued from the dropdown list as shown in the below figure:

Dynamic Planning: Notification on External Source Model Data Load Rules for Completion Status

In this release, users who submit the External Source Model data via data load rules will receive email and in-app notification. When External source model data is uploaded through web services, users will receive an email notification.

Following is an In-app notification on successful load and processing in Dynamic Planning:

Following is an In-app notification on failed load and processing in Dynamic Planning:

Following is an example of an Email notification on successful load and processing in Dynamic Planning:

Following is an example of an Email notification on failed data load and processing in Dynamic Planning:

Dynamic Planning: View Formula Used for Calculation in SpotlightXL

In SpotlightXL, the ability to display custom formulas in the formula bar is now extended to Views and Reports.

Now, when you click on a cell in SpotlightXL Analyze or Reports, the formula is displayed in the formula bar instead of the number as shown in the following image.

Platform: The existing application URLs have been modified to Planful.com URLs to reflect the branding change

The existing URL is valid only for the next 6 to 12 months, and it will be redirected to the new Planful.com URL. If you are a Web services user, you must use the new URL while generating a new SOAP client. Contact the Planful Support team in case of any issues.