Release Updates

Consolidation Premium: Introducing Consolidation Premium

With this release, we are launching Consolidation Premium, a powerful enhancement to Planful’s core consolidation capabilities. Built to handle complex ownership structures and reporting requirements, Consolidation Premium gives your finance teams greater control, transparency, and flexibility when managing entity relationships and financial data.

Note:

You must contact the Planful Support team to enable the Consolidation Premium module in your tenant.

The following new and enhanced features are included:

• Org Chart - The new Org Chart tab introduces a visual, intuitive way to manage and explore ownership structures. It displays entity hierarchies and group relationships for a selected period, helping you understand how entities roll up and how ownership percentages are distributed.

  

  
  

  Key benefits:

  • Easily navigate and manage parent-child relationships.

  • View structure changes over time.

  • Maintain different group ownership structures for different months.

  • Access ownership details in table or pie chart format.

  • Import or export group structures for bulk updates.

  • To learn more about the Org Chart tab, click here.

  
  

• Groups - A new dimension, Groups, lets you define multiple ownership hierarchies based on business and reporting needs, such as geography, legal structure, or product lines. A single company can belong to more than one group, enabling flexible reporting and situation-specific consolidations.

  

  
  

  Key benefits:

  • Create multiple reporting structures in parallel.

  • Customize hierarchies without altering the main company dimension.

  • Maintain alignment with organizational growth and complexity.

  • Create a group org chart with its own group currency.

  • To learn more about managing the Groups hierarchies, click here.
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• New Dimensions - Consolidation Premium introduces three new reporting dimensions for transparency and auditability:

  • Groups - Indicates the group to which a company belongs during a given period.

  • Consolidated - Identifies the type of data (standalone, pulled, eliminated, etc.) in the consolidation process.

  • Reference - Tracks the source entity from which data is pulled during consolidation.

  • These dimensions improve audit trails and make it easier to trace how values flow through the consolidation process.

  
  

• Improved Calculations in the Consolidation Engine - The updated engine introduces advanced logic, ensuring that calculations and reporting are aligned with group structures.

  Key improvements:

  • Automated configuration of retained earnings roll-forward with tracking of prior-year balances.

  • Profit and equity distribution to internal and external non-controlling interests (NCI).

  • Enhanced Eliminations - With the introduction of Groups, elimination logic has been reengineered. Intercompany eliminations are now processed at the common meeting point, which means, the nearest parent shared by both entities. All data is converted into the parent entity’s currency, ensuring accurate roll-ups and audit readiness. Additional enhancements include:

  • Configure Flow and Balance eliminations separately.

  • Analyze elimination entries using the new dimensions.

  • To learn more about the enhanced Eliminations process, click here.

  
  

• New Reports - Two new reports offer improved visibility and control over financial data:

  • Intercompany Matching Report - Identifies mismatches in due-to and due-from balances across related entities, and highlights variances for reconciliation. To learn more about the Intercompany Matching report, click here.

    

    
    

  • Working Paper Report - Provides a detailed view of balance sheets, income statements, and consolidation adjustments by entity and group, helping to streamline the close process. To learn more about the Working Paper report, click here.

    

    
    

• New Dimensions Support in Export Data - The Export Data feature has been enhanced to support the Consolidation Premium-specific dimensions, Groups, Consolidated, and Reference. To learn more about the Export Data enhancement, click here.

Planful AI Analyst: Threshold-Based Filtering

With this release, users can automatically filter data based on user-defined thresholds (for example, variances greater than 10%). This enhancement enables users to focus their analysis on material changes and outliers, while ignoring less significant data points.

By streamline reviews and highlight only what is most impactful, threshold-based filtering streamlines reviews and supports faster, more informed decision-making.

Sample Natural Language Queries:

• “Which expenses are more than 500K?”

• “Which departments spent more than 10% above the budget?”

• “Which product's revenues increased by more than 15% compared to last quarter?”

Note:

Supported Query Categories:

• Get Data

• Scenario Variance

• Time Variance

Platform: Export Data – Dimensions for Consolidation Premium Users

Consolidation Premium users can now easily export data for the Consolidated, Reference, and Groups dimensions with the enhanced Export Data feature.

We’ve enhanced the Export Data functionality for Consolidation Premium users to support the newly introduced Consolidation Premium-specific dimensions. The following three dimensions are now included in the export data setup:

• Consolidated

• Reference

• Groups

Note:

This feature is applicable only to Consolidation Premium users.

You can perform the following actions for the Consolidated, Reference, and Groups dimensions, as supported for other existing dimensions:

• Rearrange how the data appears in rows or columns.

• Decide what to include by enabling or disabling dimensions using the Active column in the Export Data Setup screen.

To learn more about, Export Data Setup, click here.

Predict: Forecasting with Limited Historical Data

With this release, we have supported forecasting with as few as 2 months of historical data, reduced from the previous minimum of 24 months (2 years).

This enhancement is especially valuable for newly created GLs or business segments with limited data history, enabling teams to start leveraging AI-powered forecasts earlier in the data lifecycle.

• Minimum Requirement: 2 historical data points (2 months).

• Admin Control: Admins can toggle this option in General Settings.

• Accuracy Warning: A notification will display when configuring predictions with less than three years of history, advising that forecast accuracy may be lower.

Predict: New Multi-Year Graph View for signals and Trend Analysis in Dynamic Report

With this release, we have introduced a multi-year graph drop-down for signals and Trend Analysis in Dynamic Report that allows users to visualize historical and forecasted data over multiple years, greatly expanding on the previously available single-year view. It provides a holistic perspective on trends and seasonality across years, enabling data-driven decision-making at both the GL and category levels.

Users can switch between views from the new Graph View dropdown

• View Options:

  • Single Year View: Displays one year (12 months) at a time.

  • Multi-Year View: Displays full history and projections over multiple years.

• Zoom Capabilities: Users can zoom into specific periods in the multi-year view

Applicable To:

• Trend Analysis

• Signal Context

• Signals Overview

Notes:

• This feature is already available for Projection Templates.

• The data grid now updates based on the selected year in both Single-Year and Multi-Year views. The Multi-Year graph remains fixed, while the grid reflects the chosen year. In Single-Year View, users must switch years to update both graph and grid.

Predict: Introduced Algorithm Mode in Templates

With this release, we have introduced an Algorithm Mode to enhance AI-generated projection capabilities in planning templates. Users can select from a list of algorithms, each accompanied by accuracy metrics, allowing them to pick the most suitable algorithm for their needs. They can also compare the outputs of different algorithms graphically by toggling them on or off.

Users can now enable AI-driven projections or upload their own custom models to tailor planning to specific needs in the Predict Configuration page.

Notes:

• A minimum of 4 years of historical data is required to view the Algorithm Mode.

• The types of algorithms supported in Algorithm Mode are:

  • ETS (Auto) : Automatically selects the best exponential smoothing model to capture trends and seasonality in time series data.

  • XGBoost: A gradient-boosted decision tree algorithm optimized for speed and accuracy, handling complex nonlinear relationships.

  • RandomForest: An ensemble of decision trees that averages multiple predictions to reduce overfitting and improve accuracy.

  • Seasonal Naive: Predicts future values by repeating the last observed seasonal pattern without adjustments.

  • Theta: A statistical method that combines simple extrapolation and smoothing for robust, accurate forecasts.

  • Regression: Uses lagged values of the historical data as predictors to estimate future points.

How to Configure an Algorithm Mode

1. Navigate to Maintenance > Configuration Tasks > Planful: Predict.

2. From the Projections Configuration section, toggle on Enable Algorithm Mode.
   

   
   

How to View the Algorithm Mode

1. Navigate to Structured Planning.

2. Select the desired Budget Entity and Template.
   

   
   

3. Right-click on a cell and select Predict Projections > Algorithm Mode.

   Algorithm Mode can also be accessed via Predict > Algorithm Mode from the top toolbar.

   The Algorithms screen displays.

   

   
   

You can access the following actions:

• Algorithm Mode with Accuracy Scores: A selection of algorithms each accompanied by accuracy metrics will be available, allowing users to pick and choose the most suitable model for their data.

• Graphical Output Comparison: Users can compare outputs visually by toggling multiple algorithms on and off within the template, making it easy to evaluate and validate results.

4. Select the desired algorithm and click Update Template to apply the algorithm.

Workforce Planning: Introduced the Ability to Map or Unmap Employee Types when Managing Compensation Items

With this release, users can now map or unmap compensation items to Employee Types directly when adding or editing the Compensation Items, without needing to navigate to the Employee Type tab. This improvement streamlines the process of assigning compensation, making it faster and more intuitive. To learn more about the Employee Type tab, click here.

When creating or editing a compensation item, users will now see an Employee Type dropdown that allows selection of one or more Employee Types. To learn more about creating and editing a compensation item, click here.

Note:

The Employee Type dropdown is optional, and users can still save the compensation without selecting a type.

Additionally, mappings made in the Add/Edit Compensation Item screens are automatically synced with the Employee Type screen and vice versa. This ensures both views remain up to date without additional manual effort.
This enhancement improves efficiency and reduces friction when managing compensation configurations in Workforce Planning.

Other Important Notes

• When copying a compensation item, Employee Type mappings from the original compensation item are not retained. These mappings must be selected manually for the new compensation item if needed. All other compensation details will be copied as-is without changes.

• When adding or editing the compensation items, only one wage-type compensation can be mapped to an Employee Type at a time. Also, you cannot remove an Employee Type from a wage-type compensation item if that removal would leave the Employee Type with no wage-type compensation mapped.

• When a scenario is locked, or an entity/template is forwarded, or the user has no access to the Entity, users can still map new or updated compensation items from the Compensation screen. However, associated employees will be marked as Unprocessed, and changes will not reflect until the scenario is unlocked or access is restored. This allows partial setup flexibility, but no data push or processing will occur under these restricted conditions.

• When a new compensation item is created with Employee Type selection, it will be automatically added to all existing employees belonging to that Employee Type — including those with a status of Terminated, Promoted, or Transfer-Out.

  So these employees will be marked as Unprocessed, and must be manually reviewed or reprocessed if needed.

Workforce Pro – New Agg() Function for Rolling Commission Calculations in Custom Compensation

With this release, a new function Agg(Input, TrailingMonths, OffsetMonths) has been added to the Custom Compensation feature to support dynamic rolling aggregations across monthly windows. To learn more about Custom Compensation, click here.

This function enables users to calculate trailing or forecasted values such as commissions, bonuses, or quota achievements using flexible, scalable syntax. It operates at the employee level and supports aggregation across fiscal years and offset periods.

• Accepts Compensation Items (e.g., Comp[Commission]) and Integer-based By Period Attributes (e.g., Attr[Target]).

• Supports trailing month windows and offsetting (forward or backward) from the current period.

• Handles missing months by defaulting values to 0—no errors are thrown.

• Enables cross-fiscal year aggregation logic.

Function Syntax

Agg(Input, TrailingMonths, OffsetMonths)

Examples

Use Cases

• Trailing 6-month commissions

• Prior-year quota achievements

• Future-dated forecast aggregations