My Settings

The General Settings page offers functionalities to streamline task management, customize user settings, and track system status.

Generate Tasks for all Artifacts

All Actions - This functionality prevents the creation of excess or granular-level tasks. When you select the Enable Workflow for this Scenario check box and specify the workflow definition, and then click Save, one workflow task is generated only for the roll up not for all the artifacts associated with the roll up. Initially, a forward task associated with the entity roll up is generated. After you complete this task, an Approve task or a task for the next stage is generated. By default, this check box is not selected.

User Settings

The User Settings section contains the following information:

• Home Page -  This functionality helps you choose a home page from any of the assigned paths. Click the arrow, select one of the paths to display on the home page, and then click Save.
• DLR Regional Settings - This functionality helps read the date and decimal formatting of the data in DLRs. you can select a region from the drop-down.
• Culture Setting
• TimeZone Setting - The time zone is set to your local time by default. If you want to change the time zone, you can select it from the drop-down menu.

If you've made any changes to the settings mentioned above, click the Save icon to modify the changes.

System Status

The System status section contains links to the following information:

• Current system status
• Maintenance windows
• Historical application availability
• Service level agreements

On the User Information tab, you can upload a profile picture, change your name, change your password, change your secret question and answer, and enable two-step verification.

Set Profile Picture

To set/update the profile picture, follow the steps below:

1. Click the Camera icon, and then click Browse to select an image from your system.
   Note:

   You can upload any image with a maximum size of up to 1 MB. The image can be in JPG, JPEG, PNG, and GIF file formats.

2. Adjust the selected image and align it as per the focus circle. The slider helps you zoom in and zoom out the image. Once you set the alignment, click Set Profile Picture.
   Note:

   To remove the profile picture, click Remove Picture. This option is available only when a profile picture is set.

Edit Name

To change the profile name, follow the steps below:

1. Click the Edit option next to the profile name.
2. Provide the new name in the respective First Name and Last Name fields. 
3. Click Save to change the profile name.

Change Password

When accessing the Planful application for the first time, you are prompted to change your password and enter a secret question and answer.

To change the password, follow the steps below:

1. Click the Edit option next to Change Password.
2. Provide the current and new passwords in their respective fields complying with the application's password policy.
3. Click Save to change the password.

Change Secret Question

The secret question usually helps the application verify the authenticity of account owners when they forget their account’s password. To change the secret question, follow the steps below: 

1. Click the Edit option next to Change Secret Question. 
2. Select the required question from the list and provide your answer to the selected question. 
3. Click Save to update the secret question.
   
   Note:

   Do not share this question and answer with anyone, as it can compromise the security of your account.

Two-Step Verification

The Two-Step Verification process adds an extra layer of security to the application when you try to login to it. By default, this option is disabled while creating the account. If you want to activate two-step verification for the account, enable the toggle next to Two-Step Verification.

• Email: An OTP is sent to the registered email Id when you try to log in to the application. Use that OTP to authenticate yourself while logging in. This option is selected by default when you enable Two-Step Verification. Here you can see the registered email you have used to create your account. Click Save if you want to choose this for the two-step verification.
  
• Email and SMS: An OTP is sent to the registered email Id and mobile number when you try to log in to the application. Use that OTP to authenticate yourself while logging in. If your mobile number is not registered, you have to register your mobile number before saving this configuration. Once you have set up your phone and validated, click Save.
  
• Authenticator App: If you select this option, you have to configure an Authenticator App and use the unique code that the app provides to log in to the application.
  Authenticator apps are mobile applications to generate time-based one-time passwords. A few of the authenticator apps include Google Authenticator, Microsoft Authenticator, and so on. So, when setting up the two-step verification with an authenticator app, you will link your account to the app by scanning a QR code or manually entering a provided code.
  The app then generates a unique verification code that refreshes every few seconds. During login, you need to open the authenticator app on your smartphone or device, retrieve the current code, and enter it on the login page. Let's see a use case of how you can enable the Two-step verification using the Google Authenticator app, which you have already installed on your device. Open the application, enter the generated code from your device into the Verification Code field, and click Verify.
  You can also scan the QR code. Scan the QR code on the screen, using the application installed on your phone, and a code is generated. Retrieve the code and click Verify. Once validated, click Save.
  That's all it takes!
  
  Note:

  Authenticator apps work offline; their codes are independent of the internet connection or network signal.

View, download, and install components on your computer. Download Excel Planning Tools from this page to access the Planful Planning Workbook.

Spotlight is an Add-In to Microsoft Excel, PowerPoint, and Word that provides access to all Dynamic Planning capabilities. You can install it in two ways:

• Automated - Install Spotlight for Office once and get upgrades in future months automatically. This is the ClickOnce method.

• Manual - Install Spotlight for Office the first time. When an upgrade is released, uninstall the old version of Spotlight for Office and install the new. This is the InstallShield MSI method.

Recommendation: We recommend that you get automatic upgrades by installing ClickOnce. However, if this is not preferred, then install InstallShield MSI and upgrade it manually with every release. We support backward compatibility of Spotlight for Office so you can upgrade the Add-In less frequently (but at least quarterly).