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
- How to Display Template Notes in a Dynamic Report
- Exporting Dynamic Reports Output in Unprotected View
- How to Modify a Dynamic Report from the Template Interface Accessed from the Planning Control Panel
- Integrating Dynamic Reports with Financial Package Publisher
- Drilling Capabilities
- How to Create and Modify Dynamic Reports Summary
- How to Use Substitution Variables in Dynamic Reports
- How to Set Up Substitution Variables
- Dynamic Reports Use Case
- Setting Up and Using Substitution Variables
- Best Practices
- Best Practices and Tips
- Limitations
- Dynamic Reports Options
- Financial Package
- Report Collection
- Spotlight for Office
- Copying Spotlight Formulas from an Excel View or Report to Word
- Using Spotlight for Office
- Report Sets Summary
- Reports Reference Folder
- Reports User Guide
- Reports - Restructuring
- Reports Prerequisites
- Other Reporting Configurations
- Reports Home Page
- Report Folder
- Report Document
- Report Set
- Limitations
- Report Collection
- Report Financial Package
- Dynamic Reports
- Working with Dynamic Reports
- Quick Guide to Build and Run Dynamic Report
- Example of Building a Dynamic Report
- Enhanced Drilling Capabilities in Dynamic Reports
- Access Template Notes in Dynamic Reports
- Posting Comments in Reports
- Display Currency in Dynamic Reports
- Automatic Data Refresh
- Printing Dynamic Reports
- Export Dynamic Reports in Unprotected View
- Dynamic Reports - How Tos
- Dynamic Reports - Best Practices and Tips
- Dynamic Reports - Limitations
- Dashboards
- Predict
- Predict Restructure
- Budget Manager Experience
- Set Up Budget Managers
- Getting Started with Budget Manager Experience
- Manage Account Settings
- Sharing Templates with Budget Managers
- Track the Shared Templates
- Reports in Budget Manager Experience
- Predict in Budget Manager Experience
- Dashboards in Budget Manager Experience
- Workforce Planning Templates in Budget Manager Experience
- How-tos Budget Managers Experience
- Maintenance
- Administration
- User & Role Management Admin Guide
- Overview
- User
- User Groups
- Loading Users to Planful
- User Access/Security Overview
- Navigation Role and Access
- Exporting Navigation Role Summary and Detailed Reports
- Manually Add a User to Planful
- Locking Users and Preventing Sign On to Planful
- Copy An Existing User
- Approval Role
- Scenario Access
- Consolidation Security
- Add-In Security (Optional)
- Data Integration Security
- Report Access
- Dimension Security Configuration
- Workforce Reporting Security
- Understanding the User Management Interface - Navigation Role
- Understanding the User Management Interface
- Understanding the User Management Interface - User Add Page
- Understanding the User Management Interface - Approval Role
- Offline Planning
- Understanding Scenario Setup
- Budget Scenarios
- Plan Scenarios
- Preloaded Budget Scenario
- Global Fields
- Refreshing Actuals / Closed Period Data
- Refreshing Preloaded Data for Preloaded Scenarios
- Mapping Templates to Scenarios
- Securing Scenarios
- Creating One Scenario Based on Two Existing Scenarios
- Deleting and Reloading All Employees in the Default Scenario
- Copying Actual Data from Closed Periods
- Scenario Workflow
- Compare Scenarios
- Simulation Engine
- Data Seeding
- Intelligent Data Seeding with the Plan Scenario
- Security Administration
- Understanding Configuration Tasks
- General Financial Configuration - Required
- Ivy
- Define Capital Budgeting Criteria
- Define Workforce Planning Budgeting Criteria - Optional
- Data Integration Configuration
- Define Login Restrictions - Optional
- Collaboration Configuration - Optional
- Define Reporting Areas
- Consolidation
- Workflow Configuration
- Maintaining Configuration Tasks
- Workdays Setup
- Cloud Scheduler
- What is Cloud Scheduler
- How to Provide Users with Access to Cloud Scheduler
- Understanding Process Flow and Job Manager
- Description of Fields on the Process Flow Page
- How to Add A Process Flow
- Auditing Process Flows
- Overriding Substitution Variables for Report Collections and Financial Package When Running a Process Flow
- Description of Fields on the Job Manager Page
- Customize Branding
- MyPlan Admin Guide
- Comments Manager
- User & Role Management Admin Guide
- Ivy Examples
- Hierarchy Management Admin Guide
- Why Hierarchies Are Needed
- Types of Hierarchies
- Hierarchy Management UI
- Entity Hierarchies
- Financial Hierarchies
- Attributes & Attribute Hierarchies
- Dated Hierarchies - Org by Period
- Currencies
- Auditing Hierarchies
- Dimension Locking
- Updating Reports with Changes Made to Accounts
- Disallowed Strings
- Best Practices
- Planning Templates Guide
- Time Sets
- What Are Time Sets?
- How to Configure Time Sets
- How to Define a Time Set
- How to Set the Default Time Set
- How to Copy a Template and Add Time Set Functionality to the Template
- How to Copy Template Formula Changes to Different Scenarios
- How to Make a Copied Template with a New Time Set Available for Budgeting
- Data Allocation with Time Sets Recommendations
- What are Templates and Why are They Needed
- Template Types
- How to Access the Template List Page
- Description of Fields on the Template List Page
- Capital Template Setup
- Initiative Template Setup
- Template Start and End Dates
- Avoiding Mismatched Lines Between Sub and Main Templates
- What is Reference Cube
- Dissecting a Formula in a Rule
- Rules for Template RC Lines
- How to Add Templates Based on Template Type
- Block
- How to Add a Global Template - Single Copy Template Type?
- How to Add a Global Template- Entity Copy?
- How to Add an Allocation Template Type?
- How to Add a Capital Template Type?
- Workforce Planning
- How to Add an HR Template Type?
- How to Add a Line Item Template Type?
- How to Add an Initiative Template?
- Template Setup
- Line Item Template Setup
- Global Fields
- How to Add a Global Field
- How to Input Global Field Data
- How to Map a Global Field to Another Scenario and Budget Entities
- When and How to Map Global Fields to Templates for Budget Entity and Scenario
- Working with Global Fields in the Planning Control Panel
- How to Apply Global Fields to Template Lines Accessed from the Planning Control Panel
- Spreads
- Template Setup Examples
- What To Do Once Template Setup is Complete
- Displaying Currency Property Changes In Hierarchy Management In Templates
- Attributes
- How to Create an Approval Role and Provide Users with Approval Role Access
- How to Provide Users with Scenario Access
- Time Sets
- Workforce
- Capital Planning Admin Guide
- Configuring Capital Planning Attributes
- Scenario and Entity Mapping
- Adding Assets
- Adding Finance Modes
- Setting Up Finance Mode Templates and Mapping Capital Budget Lines to Your General Ledger
- Configuring Time Sets
- Adding Asset Categories
- Adding Capital Templates
- User Security
- Reporting
- Inputting Data via the Planning Control Panel
- Rules
- Simulation Engine Guide
- What is Simulation Engine?
- When to Use Simulation Engine
- Why Simulation Engine is Needed
- How to Create a Simulation Engine Process
- How to Add Template - Entity Combinations to a Simulation Engine Process
- How to Schedule a Simulation Engine Process via Cloud Scheduler
- Copying Simulation Engine Processes From the Default Scenario to Other Scenarios
- Additional Features Available for Simulation Engine
- Simulation Engine Guide Summary
- FAQs
- Simulation Engine Guide
- Data Integration
- Admin Guide to Loading Data to Planful
- Data Integration Admin Guide
- Web Services / Boomi
- Integration Services
- Introduction
- Providing Navigation Access to the Integration Services Application Page
- Working with Custom Parameters for Integration Service Processes
- Editing, Deleting and Copying Integration Service Processes
- Adding an Integration Service Process
- Completing the Integration Services Configuration Task
- Cloud Services
- Google Drive
- NetSuite Integration
- FTP/SFTP Connector
- Data Load Rules
- Clear Data
- Transaction Details
- Actual Data Templates
- Best Practices for Loading Data
- Add Actual Data Templates
- Actual Data Template Setup
- Translations Setup
- API Library
- Introduction
- Data Import
- Data Export
- Planful API Library
- Structured Planning REST APIs
- Workiva Integration
- Objects Overview
- API Compliance
- Client Application Platforms
- API Access Keys
- API Calls - Overview
- Core API Calls
- Utility Calls
- Objects
- API Methods
- Load_Data API
- Transfer_Data API
- Clear_Data API
- Segment APIs
- GLData_Retrieve API
- Login API
- GetSessionId API
- GetVersion API
- GetAllCurrencies API
- GetAllCurrencyTypes API
- GetAllSegments API
- Logout API
- Employee APIs
- Approval Role Setup APIs
- Scenario Access APIs
- Dimension Member Name Update API
- Bulk User and User Group Extract API
- Dimension Security APIs
- Test Rest API
- Dimension Security Update API
- MapEntity API
- Refresh Preloaded Data API
- Best Practices and Tips
- Enumerations
- Source Segment API
- Transaction Data Extract APIs
- Report Administration
- Auditing the Application
- Administration
- Maintenance Restructure
- Administration
- User & Role Management
- Scenario Setup
- Security Administration
- Configuration Tasks
- Workdays Setup
- Cloud Scheduler
- Customize Branding
- MyPlan Configuration
- Comments Manager
- Multi-Currency
- Hierarchy Management Overview
- Hierarchy Management Interface Overview
- Creating and Managing Additional Finance Hierarchies
- Adding Report Categories
- How-Tos
- Setting Up Attributes for Attribute Hierarchies
- Understanding Best Practices - Finance Hierarchies
- Understanding Reporting Members and Calculated Members
- Setting Up an Attribute Hierarchy
- Configuring OLAP Cube
- Understanding Example of How to Use Attributes
- Adding Another Level to Your Attribute Hierarchy
- Reflecting New Attribute Levels in Reports
- Setting Up An Attribute Used in Reporting and Enabling Drill Down to Dimension Member
- Mapping and Unmapping Workforce Planning Default Measures for Reporting Purposes
- Understanding Best Practices - Attribute Hierarchies
- Setting Up an Alternate Hierarchy
- Setting Up a Dated Hierarchy
- Entity Hierarchy Overview
- Sibling Hierarchies - Multiple Set of Books Overview
- Versioned Hierarchy Management in Dynamic Planning
- Exploring Additional Hierarchy Topics
- How-Tos
- Exploring the Frequently Asked Questions (FAQs) for Hierarchies
- Planning Templates
- Global Fields
- Attributes
- Line Item Category
- Template Setup
- Template List
- Add Template
- Adding Attribute Columns
- Deleting Attribute Columns
- Avoiding Mismatched Lines Between Sub and Main Templates
- Time Sets
- Template Types
- How to Add a Global Template - Single Copy Template Type?
- How to Add a Global Template- Entity Copy?
- How to Add a Block Template Type
- Workforce Planning
- How to Add an Allocation Template Type?
- How to Add a Capital Template Type?
- How to Add an HR Template Type?
- How to Add a Line Item Template Type?
- How to Add an Initiative Template?
- Block Template Setup with Examples
- Global Template - Single Copy Setup with Examples
- Mappings
- Template Setup
- Account Mapping Enhancements for Template Setup
- Spreads
- What To Do Once Template Setup is Complete?
- Add Template
- Additional Template Information
- Template List
- Workforce
- Workforce Planning Setup
- Overview of the Workforce Planning Components
- Employees
- Adding Employees
- Add Profile Picture to the Employee Profile
- Reports Option for Employees
- Using Customize Roster to Add Compensation Items
- Changing Budget Raise Percentage
- Calculating Budget Review Date and Current Review Date
- Setting Up Employee Positions Outside of the Budget Cycle
- Performance Statistics of Employees Page
- Create a Duplicate Employee
- Compensation Groups
- Compensation Items
- Employee Types
- Pay Plans
- Workforce Attributes
- Export Employee Data
- How-Tos
- How to Select Compensation Items for Calculating Wages?
- How to Generate Workforce Planning Budget Report?
- How to Generate Staffing Summary Report?
- How to Generate Pay Plans Exception Report?
- How to Add Employees?
- How to Copy Employees from One Scenario to Another?
- How to Set Up 401k Match?
- How to Map A Pay Plan At The Employee Or Compensation Item Level?
- How to Move Employees from One Cost Center to Another?
- How to Update Compensation Items via Data Load Rules?
- How to Change Budget Raise Percentage at the Employee Level?
- How to Change Budget Raise Percentage at Employee Type Level?
- How to Set Up Workdays in Workforce Planning?
- How to Input Data Using the Direct Data Input Compensation Item?
- How to Lock Compensation Items to Prevent Modification?
- How to Enable Email Notifications on Budget Approval Workflow?
- How to Extract Allocated Employee Information?
- How to Make the Bonus Expense Calculation Variable?
- How to Copy all Compensation Items and Rates from One Scenario to Another?
- How to Move Employees from One Cost Center to Another
- How Changes to Compensation Items Affect Running Scenarios?
- How to Make a Workforce Attribute Available as a Value Source?
- How to View Compensation Items in a Report?
- How to Update Compensation Items Loaded Via Data Load Rules?
- How to Use Pays Setup to Calculate Salary Differently for Salaried Versus Hourly Employees?
- Workforce Planning Setup
- Capital Planning
- Rules
- Data Integration
- Report Administration
- Application Audit
- My Settings
- Administration
- Marketing
- Advanced Topics
- Release Updates
- 2025 Release Notes
- 2024 Release Notes
- 2023 Release Notes
- 2022 Release Notes
- 2021 Release Notes
- 2020 Release Notes
- 2019 Release Notes
- 2018 Release Notes
- 2017 Release Notes
- September 17 Maintenance Release
- June 17 Release Notes
- Winter 17 Release Notes
- January 17 Release Notes
- April 17 Release Notes
- 1.9.2 Modeling Release Notes, January
- Summer 17 Release Notes
- 2.3.1 Modeling Release Notes, December
- October 17 Maintenance Release
- July 17 Release Notes
- 2.1.2.2 Modeling Release Notes, July/August
- 2.1.2 Modeling Release Notes, July
- Spring 17 Release Notes
- 2.0.2 Modeling Release Notes, April
- 2.0 Modeling Release Notes, February
- 2.1 Modeling Release Notes, May
- March 17 Release Notes
- 2.0.1 Modeling Release Notes, March
- 2.3 Modeling Release Notes, November
- December 17 Maintenance Release
- Fall 17 Release Notes
- 2.2.2 Modeling Release Notes, October
- 2.1.1 Modeling Release Notes, June
- 2016 Release Notes
- 1.9.1 Modeling Release Notes, December
- 1.9 Modeling Release Notes, November
- Planning/Consolidation/Reporting July 16 Maintenance Release
- 1.7.1 Modeling Release Notes, June
- 1.6.2 Modeling Release Notes, April
- Planning/Consolidation/Reporting October 16 Release Notes
- 1.6 Modeling Release Notes, February
- 1.5.2 Modeling Release Notes, January
- Planning/Consolidation/Reporting December 16 Release Notes
- Planning/Consolidation/Reporting January 16 Maintenance Release
- Planning/Consolidation/Reporting April 16 Maintenance Release
- 1.6.1 Modeling Release Notes, March
- Planning/Consolidation/Reporting Winter16 Release
- 1.8.1 Modeling Release Notes, September
- 1.7 Modeling Release Notes, May
- 1.8 Modeling Release Notes, August
- Planning/Consolidation/Reporting Fall 16 Release Notes
- 1.7.2 Modeling Release Notes, July
- 1.8.2 Modeling Release Notes, October
- Planning/Consolidation/Reporting September 16 Release Notes
- Planning/Consolidation/Reporting Summer 16 Release Notes
- Planning/Consolidation/Reporting June 16 Maintenance Release
- Planning/Consolidation/Reporting Spring 16 Feature Release
- Planning/Consolidation/Reporting March 16 Maintenance Release
- Additional Resources
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