Planful Resources

Customer Community

The Community is the place to: Ask product related questions Share your expertise with other members Share thoughts and suggestions on product enhancements Introduce yourself Get information on the latest events, like webinars and user group meetings Share tips or tricks or read about tips and tricks from the customer service pros

Knowledge Base

The Knowledge Base includes: A forum for announcements: The place to find information on the latest release including; known and resolved issues release notes overview deprecated functionality In depth knowledge articles on all Planful modules.

Planful Academy

Need instruction? Whether you're interested in a virtual course, on-site course, or e-learning, the Planful Academy has it all! Access Planful Academy from the Planful application. To do so, click your name > click Help Resources > select Training.

Planful Support

For additional help, contact the Planful Support Team.

Solution Hub

The Solution Hub is a primary destination for exploring the extensive capabilities of Planful's Financial Performance Management platform. You can access it through the application and website. It is a centralized repository, featuring interactive demos and informative content tailored to prospective clients and existing users.

Key Features:

• Comprehensive Searchable Library: Access an extensive array of Planful Solutions directly within the application.
• In-App Accessibility: Easily explore tailored solutions, search, and add favorites.
  

Benefits:

• Enhanced Platform Awareness: Discover the breadth of our platform's capabilities beyond basic FP&A functionalities.
• Empowerment Through Knowledge: Align with evolving buyer preferences through self-education.
• Advanced Search Options: Refine searches based on specific criteria such as finance, industry, and region.

If you are a new user, you can explore various solutions and take interactive tours to gain in-depth information. In addition, you can contact the Planful support team if you find a solution that meets your needs.

If you are an existing user, you can conveniently access the Solution Hub page within the application by clicking the Solution Hub in the top menu bar. Once there, you can explore the list of solutions by clicking on a card and navigating to the Solution Hub page. You can also view the interactive tour available on the page.

The Solution Hub ensures that you have everything you need to make informed decisions about financial performance management with Planful.