Contents x
- Getting Started
- Dynamic Planning
- Dynamic Planning Overview
- Write Back
- Aggregation Process
- User Security
- Direct Access to PCR Model
- Frequently Asked Questions
- Download & Installation
- SpotlightXL
- Analyze
- Report
- Excel Report
- Spotlight for Office
- Model
- Manage
- Token Management
- Write Back
- Dynamic Planning How to Load an External Data Source into a Master Model (Legacy)
- Spotlight Web
- Spotlight for Google Sheets
- Breakback
- Dynamic Planning API Library
- Base URL
- List of APIs
- Append Attributes (Master and Analytic Models)
- Sample Payload for Creating or Appending Attributes and Specifying the Member-Attribute Mapping
- Sample Payload for Updating the Member-Attribute Mapping for Previously Saved Attributes
- Response
- Parameters
- Sample Payload for Creating or Appending Attributes (Without Display Labels, Without Specifying the Member-Attribute Mapping)
- 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
- How-Tos
- 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
- How to Open a Second Instance of SpotlightXL
- Dynamic Planning: How to Update a Dimension Hierarchy Without Clearing a 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 How to Work with Model, View, and Report Folder and Organization Functionality
- Dynamic Planning How to Lock Dimension Members
- Dynamic Planning How to Find Data Cells Quickly
- Dynamic Planning How to Define Substitution Variables
- Dynamic Planning How to Backup a Model
- Dynamic Planning How to Add a Group and User Group
- Refrences
- Ref1
- Dynamic Planning Publishing and Opening Excel Reports, Word Reports, and PowerPoint Reports
- Purpose of Breakback
- Breakback Types
- Example Substitution Variable Expressions
- Prerequisites
- Install Planful Spotlight Add-on for Google Sheets
- Log in to Planful Spotlight Add-on
- Single Sign-On (SSO) for Planful Spotlight on Google Sheets
- Reports
- Using Breakback Summary
- Breakback and Data Locking
- Limitations
- Running Breakback from a Calculation
- Account Details
- Dynamic Planning User Groups
- Dynamic Planning Model Validation
- Dynamic Planning: Calculation Scheduler Option in Spotlight Web
- Spotlight User Summary
- 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
- Creating and Formatting a Chart in PowerPoint or Word with Spotlight for Office
- Copying Spotlight Formulas from an Excel View or Report to PowerPoint
- Username and Password Security
- To launch Spotlight independently from a web browser:
- To launch Spotlight from the Planful application
- Supported Browsers
- Model
- Report
- Analyze
- Overview
- Dynamic Planning: Group Access
- About Dynamic Planning
- Spotlight versus SpotlightXL
- User Roles
- User Role Permission, Access, and Security
- User Types
- Unified Tenant
- Quick Summary of How to Assign or Restrict Access
- User Roles, Access, and Security
- Introduction to SpotlightXL
- Username and Password Security
- Accessing SpotlightXL
- Manage
- Model
- Report
- Analyze
- Overview
- Dynamic Planning Analyze Task
- SpotlightXL User Summary
- Dynamic Planning: SpotlightXL and Spotlight for Office Installation
- Using Dynamic Commentary in Excel Reports
- Dynamic Planning Global Settings for View and Report Properties
- Dynamic Planning SpotlightXL User Guide Function Support
- Dynamic Planning View and Report Permissions
- Dynamic Planning Using Substitution Variables and Expressions with Excel Reports
- 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 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 Negative Amounts in Reports
- Dynamic Planning Navigation Access
- Dynamic Planning Multi-Tab Reporting
- Dynamic Planning Model Task in Excel
- Dynamic Planning Report Task
- Dynamic Planning Cascade Reporting
- Dynamic Planning Application Administration
- Creating Formulas in the External Source Model using Model Manager
- Creating Fields in the External Source Model using Model Manager
- Creating an External Source Model using Model Manager
- External Source Model Process
- List of Key External Source Model Features
- External Source Model Overview
- External Source Model Benefits
- Guard Rails
- Model Manager in Spotlight Honors User Group Security for all ESM Artifacts
- Drill Through in Views Accessed Via SpotlightXL or Spotlight Honor Group Access for ESMs
- Calculations in SpotlightXL Honor Group Access for ESMs
- Group Access to ESM Views
- Model Permissions for ESM Models
- Managing Group Access
- External Source Model DLR- Calculations tab Introduced
- Arabic and Chinese character support for ESM Data Load
- Examples of Include in Clear Data Loads
- Example of Creating a Data Load Rule for an External Source Model
- Using External Source Models in the Data Load Rule Definition Screens
- Best Practice Recommendations
- Details and Limitations
- Quick Summary
- Loading Data into the External Source Model
- External Source Model Field Types, Expressions, and Formulas
- Dynamic Planning External Source Model
- Dynamic Planning Export Data
- Transferring Data from One External Source Model to Another External Source Model
- Transferring Data from Analytical Model to ESM Model
- External Source Model Best Practices
- Backup and Restore of External Source Models
- Using Views to Input Future Opportunities into the Source Model
- Viewing the Data in the Master Model
- Using a Calculation to Load Data into the Master Model
- Defining a Map from Source Model to Master Model
- Creating a Master Model
- Loading Data into the Opportunity Data External Source Model
- Explanation of the DaysFactor Function
- Explanation of the Lookup Function
- Defining the External Source Model
- Viewing the Source Data
- Online Help, Support, Community, and Solution Hub
- Supported Browsers for SpotlightXL and Spotlight
- Automatic Signout
- Unique URLs for Artifacts
- 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
- Troubleshooting Tips
- ClickOnce Flexible Deployment
- Installation Best Practices
- User Roles
- View Formula in External Source Model
- Loading Data into External Source Models using PCR Data Load Rules
- Access to ESMs
- Step-by-Step Use Case for Forecasting Revenue Spread Over Time
- Dynamic Planning Data Locking
- Dynamic Planning Model Substitution Variables
- Dynamic Planning Model Lookup
- Dynamic Planning Groups
- Accessing Spotlight
- Dynamic Planning: Spotlight for Office User Guide
- 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: New Improved Aggregation Process
- Using Drill-Through
- Views and Reports
- 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
- Overview
- Assign User Group Access to Models, Reports, and Views
- Quick Summary of How to Assign or Restrict Access
- Set up a Contributor User with Access to Specific Models
- Definition of Security Levels
- Set up a Reviewer User with Access to Specific Models, Views, Reports, and Dimension Members
- Set up a Power User with Access to Everything
- Dynamic Planning: Model Manager, Setup in Planful Applications
- Dynamic Planning: Best Practices for Model Building, Model Refresh, and Model Restructure
- Dynamic Planning: Integration Admin Guide
- Dynamic Planning: Subject Matter Guides
- Report Collection for Dynamic Planning
- Dynamic Planning: Best Practices for Model Building, Model Refresh, and Model Restructure
- ESM (External Source Models) Canvas
- Analyze
- Dynamic Planning: Using Direct Access (aka Direct Connect) to PCR Financial Reporting
- 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
- 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 Spotlight Model Manager
- 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
- Viewing PCR Substitution Variables and Derived Variables in SpotlightXL
- Using PCR Substitution Variables and Derived Variables in Reports at Runtime
- Adding Substitution Variables and Derived Variables to Existing Direct Access Models
- Creating a Direct Access Model with PCR Substitution Variables and Derived Variables
- 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 PCR Cube Default Members for System-Defined Dimensions in New Views, Formatted Reports, and Excel Reports
- 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: Predict Signals
- Dynamic Planning: How To Tasks
- Dynamic Planning How to Add a User
- Dynamic Planning Manage Task
- Ref1
- Structured Planning
- Tasks to Configure for the Planning Module
- Planning Control Panel Intro
- Template Input and View Modes
- Entity Workflow
- Dynamic Commentary in Planning Template
- Working with Reports
- Workforce Planning - Classic UI
- 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
- Capital Planning
- Initiative Planning
- Workforce Planning
- References
- 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
- 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
- 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
- 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
- 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
- Reference Cube
- Setting Up and Applying Global Fields to Templates (Optional)
- Apply Global Fields to Template Lines Accessed from the Planning Control Panel
- What are Global Fields and Why are They Used
- Add a Global Field
- Map the Global Field to Another Scenario and Budget Entities
- Mass Upload Global Fields
- Map Global Fields to Templates for Budget Entity and Scenario
- Global Fields in the Planning Control Panel
- Input Global Field Data
- Setting Up and Using Spreads in Templates (Optional)
- Attributes
- Template Setup Examples
- What To Do Once Template Setup is Complete
- 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
- 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
- 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
- Initiative Workflow
- Adding Assets to Initiatives
- Add an Initiative to the Initiative Template and Start Budgeting for that Initiative
- Open the Template in the Planning Control Panel
- Map the Initiative Template to a Scenario(s)
- Map Attributes to Initiatives
- Add Attributes
- Set up Attributes to Map to Initiatives
- Setup/Design the Initiative Template
- Set Up Categories
- References
- Workforce Planning Admin Guide
- Workforce Planning
- Define Compensation Items for Workforce Planning
- Description of Fields on the Compensation Item Page
- Compensation Basis Examples
- Add Compensation Items Overview
- Description of Fields on the Add Compensation Item Page
- How to Define Compensation Groups for Workforce Planning
- How to Define Workforce Attributes for Workforce Planning
- How to Define Employee Types for Workforce Planning
- 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 Complete Pays Setup - Workforce Planning?
- Employees Application Page - Workforce Planning
- Personalize the Employee list page - Workforce Planning
- Description of Fields on Employee Add Page
- Automated Employee Processing
- How to Extract Allocated Employee Information
- Security Administration
- Workforce Defaults
- Add Employees & Details
- Templates
- Template Mapping
- User Access
- Reporting
- Employee Type
- Advance Search in Workforce Planning
- Workforce Planning
- Workforce Planning - Enhanced UI
- How-Tos
- Subject Matter Guides
- Workforce Planning Admin Guide
- Set Up Approval Roles for the New Template
- Add an Initiative Template
- Overview of Steps to Set Up Initiative Planning
- Inputting Data via the Planning Control Panel
- User Security
- Scenario and Entity Mapping
- Adding Capital Templates
- Setting Up Finance Mode Templates and Mapping Capital Budget Lines to Your General Ledger
- Adding Finance Modes
- Adding Assets
- Adding Asset Categories
- Configuring Time Sets
- Configuring Capital Planning Attributes
- Configuring Time Sets
- Reporting
- Structured Planning User Guide
- Snapshot introduced in Planning Control Panel
- Performing Template Input
- Template View Mode
- Template Notifications
- View User History of Any Template
- Global Templates
- Block Templates
- Workforce Planning Templates
- Capital Templates
- Initiative Templates
- Line Item Template
- Allocation Template
- Approvers
- Workforce Planning UI
- Snapshot Restore Guidelines
- Structured Planning Admin Guide
- Consolidation
- Prerequisites
- Consolidation Control Panel
- How-tos?
- How to Configure Retained Earnings Roll Forward?
- How to Setup for Enhanced Retained Earnings Roll Forward?
- How to Close with Consolidation?
- How to Process Consolidation With Configurable Steps?
- How to Unlock Multiple Periods in Consolidation Process?
- 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?
- References
- Consolidation Accounts Setup Explained
- Intro to Consolidation
- Standard Journals
- Reporting
- Recurring Journals
- Dynamic Journals
- Non Controlling Interest
- Reclassifications
- Eliminations
- Validations
- Performing Entry Actions on Multiple Entries
- Consolidation Security
- Interim Currency
- How to Add Members to Sibling Hierarchies
- How to Create a Sibling Hierarchy Using a Sibling Hierarchy as the Source
- How to Create a Sibling Hierarchy Using the Main Company Hierarchy as the Source
- Source Hierarchies Used to Create Sibling Hierarchies
- What are Sibling Hierarchies and Why Do I Need to Create Them
- How to Provide Users with Access to Hierarchies
- What is the Hierarchy Usage Report
- Disallowed Strings for Attributes and Dimensions
- Dimension Locking
- Auditing Hierarchies
- Entity Currency
- Security and Accounts
- Configuration Tasks
- When Consolidation Is Needed
- Security Administration
- User Management
- Non Controlling Interest
- Centralized Security
- Cloud Scheduler for Consolidation Admin
- Set Up Currency
- Difference Between Common Currency, Local Currency, and Interim Currency
- Currency Use Case - Common Currency vs. Local Currency
- How to Set Up Currency and Currency Type
- What are Currency and Currency Type Exceptions and When Do I Need Them
- How to Delist Currency Types
- Currency Exchange Rate
- Hyperinflationary Economy
- Calculation Exceptions
- CTA
- Reporting Currency
- Entity Currency
- Load Data to Planful
- What Are Currency Exceptions and Do I Need to Set Them Up
- How to Setup and View Currency Exceptions
- Consolidation - Income Statement Retained Earnings Account & Retained Earnings Roll Forward
- Journals
- Reclassifications
- Standard Reports
- Security Overview
- Eliminations
- Validation
- Setting Up Hierarchies
- Report Categories
- Hierarchy - Reporting, Entity, & Interim Currency
- What is Org by Period, How to Access Org by Period, and How to Configure It
- How to Create an Alternate Hierarchy
- Dated Hierarchies FAQs
- Org By Period Report Generation
- How to Add a Dated Hierarchy
- How to Create an Alternate Hierarchy Using the Copy Functionality
- Calculated Member Example - Creating a Member and Including it in a Dynamic Report
- What are Calculated Members and Why Do I Need to Create Them
- Setup for Finance Type Hierarchies
- Overview
- What are Reporting Members and Why Do I Need to Create Them
- Why Hierarchies Are Needed
- Types of Hierarchies Explained
- Accessing the Hierarchy Management Interface
- 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 - Interim Currencies
- Exploring the Right Pane - User-Defined Attributes
- Setting Up Hierarchies Summary
- Scenario Setup
- Overview
- Description of Fields on the Scenario List Page
- How to Provide Scenario Access to Multiple Users at Once
- 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 Set Up Scenario Security for Reporting Purposes
- How to Create a Scenario Based on Two Existing Scenarios
- Data Seeding
- Processing Consolidations - What Happens During the Consolidation Process
- Override Workflow Actions for the Locking Period
- Review Consolidation Setup
- Consolidation Process Summary
- Copying Journal Entry Data
- What Is Validation Functionality and How to Enable It for Users
- How to Delete a Template from a Locked Scenario
- How to Add a Report Category
- What are Alternate Hierarchies and How are They Used
- 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
- What is Two Step Verification, How Does It Work, and How Do I Enable It
- How to Add a User Group
- What Is Elimination Functionality
- How to Set Up an Elimination Company
- Reports
- Reports Prerequisites
- Reports Configurations
- Reports Home Page
- Report Folder
- Report Document
- Report Sets
- Report Collection
- Financial Package
- Dynamic Reports
- Working with Dynamic Reports
- Build and Run a Dynamic Report
- Example of Building a Dynamic Report
- Enhanced Drill Through in Dynamic Reports
- Template Notes in Dynamic Reports
- Dynamic Commentary
- Currency Display in Dynamic Reports
- Automatic Data Refresh
- Print Dynamic Report
- Exporting Dynamic Reports Output in Unprotected View
- View History from Reports
- Dynamic Reports Use Case
- Best Practices
- Dynamic Report Limitations
- Workforce Reporting
- Reports - References
- Dynamic Reports
- Overview
- Composition of a Dynamic Report
- 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
- Template Notes in Dynamic Reports
- How to Post a Comment
- Dynamic Reports Mapped to Planning Templates
- Dynamic Reports Mapped to Planning Templates Overview
- Copying Dynamic Reports
- How to Create and Modify Dynamic Reports
- Setting Up and Using Substitution Variables
- Limitations
- Overview
- How to Set Up Substitution Variables
- How to Use Substitution Variables in Dynamic Reports
- Dynamic Reports Options
- Best Practices and Tips
- References - Report Set
- Report Collection
- Financial Package
- Build and Run a Financial Package
- Reports User Guide
- File Cabinet
- Spotlight for Office
- Overview
- How to Log Into Spotlight for Office
- Copying Spotlight Formulas from an Excel View or Report to PowerPoint
- Copying Spotlight Formulas from an Excel View or Report to Word
- Copying Spotlight Formulas to PowerPoint using Copy Formulas
- Copying Spotlight Formulas to PowerPoint using Design PowerPoint Report
- Using Spotlight for Office
- Reports Administration Guide
- Dynamic Reports
- Dashboards
- Dashboards User Guide
- What are Dashboards
- Why Use Dashboards
- When to Use Dashboards
- How to Use Dashboards
- Dashboard Designer
- Using Consider Absolute Value Denominator Option for KPI Chart
- Using Dynamic Planning Data in a Dashboard
- Dynamic Report Chart
- Dashboard Read
- Saving Dashboards
- Refreshing Dashboards
- Using Filters
- Custom Color Schemes
- How to Build a Workforce Dashboard
- Setting Dashboards as Your Homepage
- View History from Dashboards
- Best Practices
- Dashboards User Options
- Dashboards Administration Guide
- Providing Users with Navigation Access to Dashboards
- Dashboards Reporting Area
- Use Dynamic Planning Data in Dashboards
- Dashboards Dimension Security
- Dashboards Scenario Security
- Dashboards Budget Entity Security
- Substitution Variables
- Pre-Defined Custom Members/Formulas
- Dashboard Sharing
- Edit Versus View Access to Dashboards
- Dashboards Versus Dynamic Reports
- Dashboard Updates
- Recommended Dashboards Screen Resolution
- Auditing Dashboards
- Best Practices
- Dashboards Administration
- Dashboards User Guide
- Planful AI
- Predict
- Budget Manager Experience
- Set Up Budget Managers
- Getting Started with Budget Manager Experience
- Sharing Templates with Budget Managers
- Manage Account Settings
- Track the Shared Templates
- Share Reports Via Link
- Predict in Budget Manager Experience
- Dashboards in Budget Manager Experience
- Workforce Planning Templates in Budget Manager Experience
- Maintenance
- 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
- FAQs for Hierarchies
- Planning Templates
- Global Fields
- Attributes
- Line Item Category
- Template Setup
- Template List
- Add Template
- Attribute Columns
- Deleting Attribute Columns
- Avoiding Mismatched Lines Between Sub and Main Templates
- Initiative Template Setup
- 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?
- How to Add HR - Workforce Planning Template?
- How to Add an HR Template Type?
- How to Add an Allocation Template Type?
- How to Add a Capital Template Type?
- How to Add a Line Item Template Type?
- How to Add an Initiative Template?
- Template Examples
- Add Template
- Template Setup
- Mappings
- Spreads Set Up
- What To Do Once Template Setup is Complete?
- Template List
- Additional Template Information
- References
- What Are Time Sets?
- How to Configure Time Sets
- How to Create an Approval Role and Provide Users with Approval Role Access
- How to Provide Users with Scenario Access
- Attributes
- Applying Spreads to a Template Accessed via the Planning Control Panel
- Rules for Template RC Lines
- What are Spreads and How are They Used
- Initiative Template Setup
- Capital Template Setup
- How to Set Up a Line Item Template
- How to Set Up Line Item Categories
- How to Define a Time Set
- How to Set the Default Time Set
- Understanding the Template Setup Application Page
- What is Template Setup
- Template Column Types
- How to Map a Template to a Scenario
- How to Map a Template to an Entity
- What are Templates and Why are They Needed
- Template Types
- Description of Fields on the Template List Page
- Line Item Template Setup
- Spreads
- Template Setup Examples
- How to Access the Template List Page
- Opt In Features
- Publishing Templates
- Workforce
- Workforce Planning Setup
- Employees
- Adding Employees
- Add a Profile Picture to Employee Profile
- Reports Option for Employees
- Mass Update
- Using Customize Roster to Add Compensation Items
- Changing Budget Raise Percentage
- Employee Positions Outside of the Current Budget Cycle
- Automated Employee Processing
- Performance Statistics - Workforce Planning Employee Page
- Calculating Budget Review Date and Current Review Date
- Pop-up Message Introduced across all the windows in Workforce Planning Setup
- Create a Duplicate Employee
- Copy Employees
- Use Cases on How to Update Several Employees at Once
- How-Tos
- Compensation Groups
- Compensation Items
- Compensation Basis
- Marginal Benefit Calculation Setup Examples
- Situations When You Can't Edit a Compensation Item
- Understanding Pre-built Calculation Basis
- Linking to Global Fields
- How-Tos
- How to View Compensation Items in a Workforce Planning Budget Report?
- How to Set up 401k Match?
- How to Copy all Compensation Items and Rates from One Scenario to Another?
- How to Input Data Using the Direct Data Input Compensation Item?
- How to Lock Compensation Items to Prevent Modification?
- How Changes to Compensation Items Affect Running Scenarios?
- How to Update Compensation Items Loaded via Data Load Rules?
- How to Make the Bonus Expense Calculation Variable?
- How to Select Compensation Items for Calculating Wages?
- Employee Types
- Pay Plans
- Workforce Attributes
- User Access
- Employees
- Export Employee Data
- References
- Workforce Planning Admin Guide
- Configuring Workforce Planning
- Security Administration
- Workforce Defaults
- Add Employees & Details
- Templates
- Template Mapping
- User Access
- Reporting
- Workforce Planning Admin Options
- Understanding Tiers on Employee Attribute - Value in Hours per Period with Annual Cap
- Understanding Tiers on Employee Attribute - Value in Hours per Period
- Understanding Tiers on Employee Attribute - Value in Wages with Varying Annual Cap
- Understanding Rate x Hour
- Workforce Planning Admin Guide
- Workforce Planning Setup
- Capital Planning
- References
- Capital Planning Admin Guide
- Reporting
- Adding Assets
- Adding Finance Modes
- Adding Capital Templates
- Setting Up Finance Mode Templates and Mapping Capital Budget Lines to Your General Ledger
- User Security
- Configuring Time Sets
- Scenario and Entity Mapping
- Adding Asset Categories
- Configuring Capital Planning Attributes
- Inputting Data via the Planning Control Panel
- Capital Planning Admin Guide
- References
- Rules
- Data Integration
- Actual Data Templates
- Translations Setup
- Export Data
- Transaction Details
- Data Load Rules
- Integration Services
- Clear Data
- Data Calculation Exceptions
- Additional Topics
- API Library
- Introduction
- Data Import
- Data Export
- 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
- Clear_Data API
- Load_Data API
- Transfer_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
- Dimension Security Update API
- MapEntity API
- Refresh Preloaded Data API
- Best Practices and Tips
- Enumerations
- Validate Source Segment API
- Transaction Data Extract APIs
- Planful API Library
- Source Segment API
- Report Administration
- Application Audit
- Application Audit Details - Audit Area
- References
- User & Role Management
- How to Access the User and Role Management Application Page
- Navigation Role and Access
- Manually Add a User to Planful
- Exporting Navigation Role Summary and Detailed Reports
- Locking Users and Preventing Sign On to Planful
- Copy An Existing User
- Approval Roles
- Consolidation Security
- User Groups
- Scenario Access
- Add-In Security (Optional)
- Data Integration Security
- Dimension Security Configuration
- Workforce Reporting Security
- Understanding the User Management Interface - Approval Role
- Understanding the User Management Interface - User Add Page
- Understanding the User Management Interface
- Understanding the User Management Interface - Navigation Role
- Purpose of User and Role Management
- Scenario Setup
- Security Administration
- Configuration Tasks
- Workdays Setup
- Auditing the Application
- Rules - References
- 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 - References
- Data Load Rules
- Web Services / Boomi
- Actual Data Templates
- Integration Services
- Working with Custom Parameters for Integration Service Processes
- Adding an Integration Service Process
- Completing the Integration Services Configuration Task
- Providing Navigation Access to the Integration Services Application Page
- Editing, Deleting and Copying Integration Service Processes
- Introduction
- Cloud Services
- Transaction Details
- Google Drive
- NetSuite Integration
- FTP/SFTP Connector
- Cloud Services
- Data Integration Admin Guide
- Admin Guide to Loading Data to Planful
- Cloud Scheduler Ref.
- What is Cloud Scheduler
- How to Provide Users with Access to Cloud Scheduler
- How to Add A Process Flow
- Understanding Process Flow and Job Manager
- Description of Fields on the Process Flow Page
- 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
- Currency-Ref
- Difference Between Common Currency, Local Currency, and Interim Currency
- Currency Use Case - Common Currency vs. Local Currency
- Decision Hub Summary
- Interim Currency
- Currency Setup
- Currency Type Setup
- Currency Type and Currency Type Exceptions
- Mass Loading Currency Exceptions
- Loading Exchange Rates Using Data Load Rules
- Cube Settings
- Report Administration Guide
- MyPlan Admin Guide
- User & Role Management
- Administration
- Release Updates
- Release Notes
- 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
- December 17 Maintenance Release
- 2.3.1 Modeling Release Notes, December
- Fall 17 Release Notes
- 2.3 Modeling Release Notes, November
- October 17 Maintenance Release
- 2.2.2 Modeling Release Notes, October
- September 17 Maintenance Release
- Summer 17 Release Notes
- 2.1.2.2 Modeling Release Notes, July/August
- July 17 Release Notes
- 2.1.2 Modeling Release Notes, July
- June 17 Release Notes
- 2.1.1 Modeling Release Notes, June
- Spring 17 Release Notes
- 2.1 Modeling Release Notes, May
- April 17 Release Notes
- 2.0.2 Modeling Release Notes, April
- March 17 Release Notes
- 2.0.1 Modeling Release Notes, March
- Winter 17 Release Notes
- 2.0 Modeling Release Notes, February
- January 17 Release Notes
- 1.9.2 Modeling Release Notes, January
- 2016 Release Notes
- Planning/Consolidation/Reporting December 16 Release Notes
- 1.9.1 Modeling Release Notes, December
- Planning/Consolidation/Reporting Fall 16 Release Notes
- 1.9 Modeling Release Notes, November
- Planning/Consolidation/Reporting October 16 Release Notes
- 1.8.2 Modeling Release Notes, October
- Planning/Consolidation/Reporting September 16 Release Notes
- 1.8.1 Modeling Release Notes, September
- Planning/Consolidation/Reporting Summer 16 Release Notes
- 1.8 Modeling Release Notes, August
- Planning/Consolidation/Reporting July 16 Maintenance Release
- 1.7.2 Modeling Release Notes, July
- Planning/Consolidation/Reporting June 16 Maintenance Release
- 1.7.1 Modeling Release Notes, June
- Planning/Consolidation/Reporting Spring 16 Feature Release
- 1.7 Modeling Release Notes, May
- Planning/Consolidation/Reporting April 16 Maintenance Release
- 1.6.2 Modeling Release Notes, April
- Planning/Consolidation/Reporting March 16 Maintenance Release
- 1.6.1 Modeling Release Notes, March
- Planning/Consolidation/Reporting Winter16 Release
- 1.6 Modeling Release Notes, February
- Planning/Consolidation/Reporting January 16 Maintenance Release
- Enhancements to Application Behavior
- 1.5.2 Modeling Release Notes, January
- Release Notes
- Additional Resources
Application Audit Details - Audit Area
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Application Audit Details - Audit Area
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The table below provides a detailed overview of each audit area, helping you understand the specifics of the tracked activities.
Audit Area | Description | Navigation |
---|---|---|
Actual Data Load Months | The system logs all the actions updated to the actual data load months on the Lock Data page. | Maintenance > Report Administration > Lock Data |
Actual Data Load Through Template | When a user performs any action related to actual data loading through a template in the Consolidation Control Panel, it gets logged in the audit area. The log includes opening the template (when a user opens a template in input mode) and actual data loading (if any changes are made to the template). | Consolidation |
ADC Schedule | The ADC Schedule log has been moved to the Cloud Scheduler audit area for comprehensive tracking. | Maintenance > Administration > Cloud Scheduler |
Announcements | When a user creates or deletes an announcement, the details are logged. | Announcements (Top Toolbar) |
Approval Role | When you create, edit, or delete an approval role, these changes are logged in the system. You can track the approval role name in the 'Audit Description' column. | Maintenance > Administration > User & Role Management > Approval Role |
Archive | The Archive Audit area logs the details whenever a user archives the audit log list. It captures the audit description along with the start and end dates, providing a comprehensive record of archived audit activities. | Maintenance > Application Audit > View Audit Log |
Attribute Settings | When a user performs an action on the Attribute Settings page, the data gets logged, ensuring a transparent and auditable record of all changes. | Maintenance > Report Administration > Cube Settings > Attribute Settings |
Attributes | The Attribute audit area logs all user actions, including adding, editing, and deleting attributes. | Maintenance > Planning Templates > Attributes |
Attributes Setup | The Attributes Setup log has been moved to the User Defined Attributes audit area for comprehensive tracking. | Maintenance > Hierarchy Management > select Finance Hierarchies type > Setup > More > Attribute Setup |
Bill Of Sales | This audit area is not in use. | |
Budget Hierarchy | The Budget Hierarchy log has been moved to the Hierarchy audit area for comprehensive tracking. | Maintenance > Hierarchy Management |
Budget Hierarchy - Hierarchy Management | The Budget Hierarchy- Hierarchy Management log has been moved to the Hierarchy audit area for comprehensive tracking. | Maintenance > Hierarchy Management |
BUE | When a user shares a template with a BME user and performs any action within BME, such as saving or completing tasks, all these actions are logged. | Business Manager Experience |
Business Days | Business Days log has been moved to the Workdays Setup audit area. | |
Calculated Member | The Calculated Member log has been moved to the Hierarchy audit area for comprehensive tracking. | Maintenance > Hierarchy Management > select Finance Hierarchies type> Show > Add |
Capital | The Capital audit area logs all actions related to asset categories under capital planning, including adding, editing, or deleting asset categories. This ensures precise tracking and compliance of assets. | Maintenance > Capital Planning > Asset Setup > Asset Categories |
Clear Data | Logs the details whenever data is exported or deleted on the Clear Data page. | Maintenance > Data Integration > Clear Data |
Cloud Scheduler | When a user performs actions on the Process Flow under Cloud Scheduler in the Planful application, each action is logged. This includes additions, edits, or deletions of process flows. | Maintenance > Administration > Cloud Scheduler > Process Flow |
Comment | Logs actions related to comments, including adding, resolving, deleting, and replying. | Applicable across the application |
Comments Manager | When user access the Comments Manager page, then the details are logged. | Maintenance > Administration > Comments Manager |
Common COA | This audit area is not in use. | |
Compensation Group | This log monitors workforce compensation group additions, modifications, and deletions. | Maintenance > WFP > Workforce Planning Setup > Compensation Group |
Compensation Items | This log monitors workforce compensation items' additions, modifications, and deletions. | Maintenance > WFP > Workforce Planning Setup > Compensation Items |
Configuration Tasks | The Configuration Tasks audit area logs all user-made configuration changes, detailing each modification in the Audit Description column for a clear record of adjustments. | Maintenance > Administration > Configuration Tasks |
Consolidation Process | The Consolidation Process in the audit area lists the details of consolidation performed for a particular scenario and periods. It states whether the action performed was successful or not. | Consolidation > Consolidation Process > Process |
Consolidation Setup | When a user saves the changes made on the Consolidation Setup page, the data is logged. To learn more about Consolidation Setup, click here. | Consolidation > Administration > Consolidation Setup |
CTA Sets | When a user performs an add, edit, copy, or delete action on the CTA sets page, the data is logged. To learn more about CTA sets, click here. | Maintenance > Multi-Currency > CTA Sets |
Currency | When a user performs an add, edit, or delete action on the Currency Setup page, the data is logged. | Maintenance > Multi-Currency > Currency Setup |
Currency Conversion | The Currency Conversion feature in the audit area of the Planful application accurately converts financial data between different currencies, ensuring consistency and compliance in consolidated reports. It automatically applies exchange rates to reflect the correct values in the parent company's currency. | Maintenance > Multi-Currency > Exchange Rates > Currency Exchange Rate |
Currency Exchange Rates | When a user performs an addition on the Currency Exchange Rate page, the data is logged. | Maintenance > Multi-Currency > Exchange Rates > Currency Exchange Rate |
Currency Type | When a user performs add, edit, delete, list/delist a currency from exchange rates on the Currency Type page, the data is logged. | Maintenance > Multi-Currency > Currency Setup |
Custom Members | When a user adds, edits, or deletes actions on the Custom Members page, the details are logged. | Maintenance > Report Administration > Cube Settings > Custom Members |
Customize Branding | When you customize the application's user interface (UI) using branding options such as adding, editing, or deleting profiles, these actions are logged. | Maintenance > Administration > Customize Branding |
Dashboards | The system logs all dashboard activities when users perform actions like adding, deleting, duplicating, editing, favoriting, resetting selections, or sharing. | Dashboards |
If the user performs any Dashboard activities via Business Manager Experience (BME), the system logs the data. | Budget Manager Experience > Dashboards | |
Data Calculation Exception Setup | When a user performs an add, delete, or mass upload on the DLR Data Calculation Execution Setup page, the audit area logs the data. | Maintenance > Data Integration > Data Calculation Exception |
Data Source | When the user performs any action like deploy, undeploy, and send an email on the standard reports page, the data is logged. | Maintenance > Report Administration > Standard Reports > Standard Reports |
Dataload | When a user defines rules on the Data Load Rule page to load data into Planful, the system logs each action. Some of these actions include adding, editing, clearing data, adjusting data load rule settings, modifying header settings, defining data settings, uploading files, and joining data. Every action item is recorded in this audit area. | Maintenance > Data Integration > Data Load Rules |
Default Members | When the user makes changes to the Default members on the Cube Settings page, the details are logged. | Maintenance > Report Administration > Cube settings > Default members |
Dimension Security Configuration | This audit area is not in use. | |
Dimension Security Setup | The Dimension Security Setup logs any changes made to the dimension security for a user for the finance or workforce reporting area. This ensures compliant management of user access and permissions. Note: Once the setup is done, the Process reporting area runs automatically and gets logged in the Process Reporting Area audit log. | Maintenance > Administration > User & Role Management > Security Options > Dimension Security > Dimension Security Setup (or) Maintenance > Report Administration > Dimension Security > Dimension Security Setup |
DLR Data Calculations Configuration | When a user updates the configuration settings to instruct the system to use default values for missing data in periods with no entries posted on the DLR Data Calculations Configuration page, the details are logged. | Maintenance > Administration > Configuration Tasks > DLR Data Calculations Configuration |
Document | When a user uploads artifacts to the Planful application by creating a new report document, the system logs this action. It also logs any edits or deletions made to the document. | Reports |
Document Setup | This audit area is not in use. | |
Dynamic Journal | When a user performs add, copy, edit, delete, or perform entry actions on the Dynamic Journal page, the data is logged. To learn more about Dynamic Journals, click here. | Consolidation > Dynamic Journal |
Dynamic Report | When a user performs actions on Dynamic Reports within the Reports application area, such as adding, running, or deleting a dynamic report, the system logs these activities. | Reports |
If the user runs a report via BME, the system logs the data. | Budget Manager Experience > Reports | |
Elimination | When a user performs actions like add, edit, copy, delete, or perform entry actions on Elimination sets, the system logs these activities. To learn more about Eliminations, click here. | Consolidation > Eliminations |
Employee process | This log shows that employees have been processed. | Maintenance > WFP > Workforce Planning Setup > Employees |
Entity Ownership Data | If any changes are made in the managing ownership window the details are logged. | Sub Consolidation |
Entity Setup | The Entity Setup log has been moved to the Hierarchy audit area for comprehensive tracking. | |
Entity Type Setup | When the user adds, edits, or deletes the entity type setup, the details are logged in this application area. | Maintenance > Hierarchy Management > select Entity Hierarchy type > Setup > Entity Type Setup page |
ESM Canvas Deploy | This audit area captures all the details of the canvas that has been deployed. | Dynamic Planning > ESM Canvas |
ESM Canvas Design | This audit area captures all the details related to the design screen of the canvas. | Dynamic Planning > ESM Canvas |
ESM Canvas Input | This audit area captures all the details related to the input screen of the canvas. | Dynamic Planning > ESM Canvas |
ESM Canvas Listing Page | This audit area captures all the details of user activities on the listing page of the canvas. | Dynamic Planning > ESM Canvas |
ETL Transaction Detail Setup | This audit area captures all setup activities related to transaction details. When the user configures transaction details for the data source, either with translations or using the CCOA, the system logs these actions. | Maintenance > Data Integration > Transaction Details |
ETL Translations List | When a user performs the Translation Setup to map the native chart of accounts to the Common Chart of Accounts (CCOA), the system logs all actions. These include adding, editing, deleting, or translating lines on the Translations List page. | Maintenance > Data Integration > Translations Setup |
Finance Hierarchy - Hierarchy Management | The Finance Hierarchy - Hierarchy Management log has been moved to the Hierarchy audit area for comprehensive tracking. | Maintenance > Hierarchy Management |
Financial Package | When a user performs actions on the Financial Package report type within Reports, such as adding, editing, or deleting a financial package, the system logs these activities. | Reports |
Financial Package Variable | When a user adds, edits, or deletes a variable in a financial package report, the system logs these activities in the Financial Package Variable audit area. | Reports > File cabinet > select a report (Financial package type) > Variables |
Folder | When a user creates a folder within the Reports section, the system logs this activity. Additionally, any edits or deletions performed on the folders are also logged. | Reports |
Global Fields | When the user updates the global field value in a scenario then this audit area logs the action. It includes saving and copying of global fields. | Maintenance > Administration > Scenario Setup > select a scenario > More > Global Data Input |
Hierarchies | Finance Hierarchies and Sales Hierarchies logs have been moved to the Hierarchy audit area for comprehensive tracking. | Maintenance > Hierarchy Management > Finance Hierarchies or Sales Hierarchies |
Hierarchy | The Hierarchy Management audit area logs all actions performed, such as adding, editing, copying, saving, and deleting segment hierarchy structures. This detailed logging ensures transparency in structure management for financial planning and reporting purposes. | Maintenance > Hierarchy Management |
Hierarchy Management - Finance Attributes Setup | Hierarchy Management - Finance Attributes Setup log has been moved to the User Defined Attributes audit area for comprehensive tracking. When a user performs any action on the Finance Attributes page, the details are logged under the User Defined Attributes audit area. The action includes adding, editing, or deleting the finance attributes. | Maintenance > Hierarchy Management > select Finance Hierarchies type > Setup > More > Attribute Setup |
Hierarchy Management - Report Categories | The Hierarchy Management - Report Categories log has been moved to the Report Categories audit area for comprehensive tracking. | Maintenance > Hierarchy Management > Select Finance or Sales Hierarchies > Setup > More > Report Categories |
Hierarchy Management - Sales Attributes Setup | The Hierarchy Management - Sales Attributes Setup log has been moved to the User Defined Attributes audit area for comprehensive tracking. When a user performs any action on the Sales Attributes page, the details are logged under the User Defined Attributes audit area. The action includes adding, editing, or deleting the sales attributes. | Maintenance > Hierarchy Management > select Sales Hierarchies type > Setup > More > Attribute Setup |
Initiatives | When a user performs any action on the initiative template opened via input mode, all actions are logged. These actions include adding, editing, or deleting an initiative. | Planning Control Panel > select an entity > select an Initiative Template > Input |
Journal Entry | When a user performs post, copy, add, delete, or unpost a journal from entry actions on the Standard Journals page, the data is logged. | Consolidation > Process > Standard Journals |
Line Item Category | When a user uses line item categories to specify accounts for inclusion in budgets, those actions are logged. The actions include adding, editing, or deleting line item categories. | Maintenance > Planning Templates > Line Item Category |
Lock Data | When the user performs lock or unlock action on the Lock Data screen, the action is logged. | Maintenance > Report Administration > Lock Data > go to the Lock Data tab |
Map to COA | This audit area is not in use. | |
Master Transfer | This audit area is not in use. | |
Model Permissions | This audit area is not in use. | |
MyPlan Account Mapping | When a user adds an include or exclude scenario for the MyPlan, they need to save to reflect the changes When the user performs a save action on the Myplan Account Mapping page, the details get logged. | Maintenance > Administration > Configuration Tasks > MyPlan Configuration |
MyPlan Configuration | Logs the details for actions performed on the MyPlan Configuration page. The logs include mapping, copying, editing, or deleting the configurations. | Maintenance > Administration > MyPlan Configuration |
Navigation Role | This log tracks changes and permissions related to user navigation within the Planful system. Actions such as adding, editing, or deleting a navigation role are logged, along with the assignment of navigation access to roles. | Maintenance > Administration > User & Role Management > Navigation Role |
Non Controlling Interest | When a user performs add, copy, edit, delete, or perform entry actions on the Non Controlling Interest page, the data is logged. | Consolidation > Non Controlling Interest |
Offline Planning | The system tracks when a user logs in to offline planning and also logs when they check out. | Offline Planning |
Operating Budget | Logs all actions performed within the Planning Control Panel screen such as entity and template workflow. | Structured Planning |
Pay Plan Setup | The Pay Plan Setup audit log tracks the details if any pay plan spreads have been defined or modified for the selected year and Employee Process status updates. | Maintenance > Workforce > Workforce Planning Setup > Pay Plans > Pay Setup |
Pay Plans | The audit log for pay plans captures detailed records of actions taken on pay plans, including additions, modifications, and deletions. | Maintenance > Workforce > Workforce Planning Setup > Pay Plans |
Point of View | When a user updates the Point of View for the financial or workforce reporting area, these actions are logged. | Maintenance > Report Administration > Point of View\nor\nClick the Point of View icon from the top toolbar |
Process Measures | This audit area is not in use. | |
Process Reporting Area | Changes made to the scenario configuration or data in a scenario via DLRs, templates, or consolidation result in cube processing. All these changes impact cube processing and will be logged in the Process Reporting Area audit log. Here are a few instances: 1. When Actual data load months are updated, the time of financial reporting gets automatically updated and recorded. 2. When any action is performed on the Dimension Security Setup page, it gets logged. (Maintenance > Administration > User & Role Management > Security Options > Dimension Security or Maintenance > Report Administration > Dimension Security) 3. Logs when a template is updated through actual data load in the Consolidation control panel. (Consolidation > Actual Data Load >select a template > Input) 4. When a scenario is added, copied, or edited, it is automatically added to the Finance reporting area and logged in this audit area under add or process according to the action. | Applicable across the application. |
Reclassification | When a user performs actions on the Reclassification entries in the Consolidation Control Panel, the system logs each action. This includes adding, editing, deleting, and other entry actions on reclassifications | Consolidation > Reclassifications |
Recurring Journal | When a user performs add, copy, edit, delete, or perform entry actions on the Recurring Journal page, the data is logged. | Consolidation > Recurring Journals |
Report Access | This audit area is not in use. | |
Report Book | Report Book has been converted to Report Collection, so the logs are now tracked in the Report Collection audit area. | |
Report Categories | When report categories are assigned to dimensions for organization and reporting purposes on the Report Categories page, the audit area log is updated. This log includes actions such as adding, editing (including saving display order), and deleting report categories. | Maintenance > Hierarchy Management > select Finance or Sales Hierarchies > Setup > More > Report Categories |
Report Collection | When a user performs actions on Report Collections within the Reports section, such as adding, editing, running, or deleting, the system logs these activities. | Reports |
Report Group | When a user creates, edits, or deletes a report group on the Report Groups page, the system logs the action. This ensures the tracking of changes made to report groups. | Maintenance > Report Administration > Standart Reports > Report Groups |
Report Security | Logs the changes made to the report access security of a user or user group. | Maintenance > Administration > User & Role Management > User or User Group > Security Options > Report Access |
This audit area also logs the report access updated via the share option in the Reports application area. | Reports > Share | |
Report Set | When a user creates a Report Set within the Reports section, the system logs this activity. Additionally, any edits or deletions performed on the folder are also logged. | Reports |
Reporting Scenario Setup | Logs the scenario setup details when a user updates the Reporting Scenario Setup. | Maintenance > Report Administration > Setup Reporting Scenario |
Sales Application | This audit area is not in use. | |
Sales Attribute | This audit area is not in use. | |
Sales Attribute Hierarchies | This audit area is not in use. | |
Sales Dataload | This audit area is not in use. | |
Sales Defaults | This audit area is not in use. | |
Sales Entity Setup | This audit area is not in use. | |
Sales Hierarchy - Hierarchy Management | This audit area is not in use. | |
Sales History Reference | This audit area is not in use. | |
Sales Levels | This audit area is not in use. | |
Sales Measure | This audit area is not in use. | |
Sales Price Input | This audit area is not in use. | |
Sales Segment Hierarchies | This audit area is not in use. | |
Sales Top Down Process | This audit area is not in use. | |
Save DisplayOrder | The Save Display Order log has been moved to the User Defined Attributes audit area for comprehensive tracking of changes to Finance attribute display orders. | Maintenance > Hierarchy Management > Select Finance or Sales Hierarchies > Setup > More > Attribute Setup > Save Display Order |
Scenario | Logs all the actions performed on the Scenario page. Some of these actions include adding, editing, deleting, or copying a scenario, locking, refreshing, and scheduling maintenance. The Scenario audit area records every action. | Maintenance > Administration > Scenario Setup |
Scenario Process | The detailed log will be recorded under the audit area "Process Reporting Area" | Maintenance > Report Administration > Process Reporting Area |
Security Administration | Logs the changes made by the admin to the tenant settings on the Security Administration page. | Maintenance > Administration > Security Administration |
Security Centralized | When a user performs access actions on Security in the Consolidation Control Panel and clicks Save, the data is logged. | Consolidation > Administration > Security |
Security Decentralized | When a user performs access actions on Security in the Consolidation Control Panel and clicks Save, the data is logged. | Consolidation > Administration > Security |
Simulation Process | Logs data when a user performs an action on the Process List page to set up the simulation process for automated saving of templates, which recalculates and saves template data based on changes to reference data or other global drivers. Actions logged include adding, editing, setting up configurations, and deleting processes. | Maintenance > Rules > Simulation Engine |
Snapshot | When you add or delete a snapshot in the dynamic reports, the details are logged in the Snapshot audit area. | Add: Reports > select a Dynamic Report > Snapshot\nDelete: Reports > select a Snapshot report |
Standard Report | When a user deploys or undeploys reports, and sends emails after running reports, all these actions are logged under the Standard Reports Audit area. | Maintenance > Report Administration > Standard Report |
Substitution Variables | Creating, editing, or deleting substitution variables are logged in the Substitution Variables audit area. Additionally, when you add a derived variable to a substitution variable, it is logged in the same audit log. | Maintenance > Report Administration > Cube Settings > Substitutional Variables |
Task Manager | This audit area logs all task-related activities, including add, edit, and delete. This ensures thorough tracking and accountability for task management processes. | Task Manager |
Template Based HR Employee Types | This audit area is not in use. | |
Template Based HR Employees | This audit area is not in use. | |
Template Based HR Group Options | This audit area is not in use. | |
Template Based HR Groups | This audit area is not in use. | |
Template Builder | When a user designs templates based on business needs in the Planful application, all related actions are logged. This includes adding, opening, saving a template, mapping entities and global fields to the template, copying, and deleting templates. Note: Changes made to the template via the Planning Control Panel will also be logged. | Maintenance > Planning Templates > Template Setup |
Template Lines | This audit area is not in use. | |
Template Setup | This audit area is not in use. | |
Template Sharing | Logs the sharing status of a template on the Planning Control Panel screen. It also logs the enabled or revoked status when user permissions are updated on the Approval Role Setup page. | Structured Planning (Select a Budget Hierarchy > Share) |
Template Snapshot | The Template Snapshot audit area logs the addition, editing, and restoration of template snapshots. It also logs the enabled or revoked status when user permissions are updated on the Approval Role Setup page. | Structured Planning (Select a Budget Hierarchy > Template > click the Snapshot icon) |
Top Down Model | This audit area is not in use. | |
Top Down Process | This audit area is not in use. | |
Transaction Data Extract | When a user calls the Transaction Data Extract or Transaction Data Extract Status API, the system logs the data in the Transaction Data Extract audit log. | API |
UHM Attributes | The UHM Attributes log has been moved to the Hierarchy audit area for comprehensive tracking. | Maintenance > Hierarchy Management |
User | Records all user-related activities, including login, logout, password changes, secret question updates, copying user permissions, ETL security (Data Integration Security) actions, and user locking/unlocking. Each time the user logs in, a new session ID is generated and displayed in the New Value column. | Applicable across the application |
User Approval Role Setup | Logs the changes to user permissions on the Approval Role Setup page. These permissions include Edit Scenario, Enable Workforce User Access Tab, Enable Template Snapshot, Create and Manage Views, and also permissions for Budget entity permissions and Approval roles. | Maintenance > Administration > User & Role Management > User > Security Options > Approval Role Setup |
User Defined Attributes | When a user performs any action on the Finance or Sales hierarchy attribute setup, data is logged in the audit area. This includes adding, editing, and deleting attributes. Additionally, if a user changes the order of the financial attributes, it is also logged in this audit area. | Maintenance > Hierarchy Management > Select Finance or Sales Hierarchies > Setup > More > Attribute Setup |
User Group | When a user creates, edits, deletes a user group or updates scenario access for the user group, these actions are logged in the audit area. | Maintenance > Administration > User & Role Management > User Group |
User Preference | This audit area is not in use. | |
Validations | When the user performs add, edit, delete, or any entry actions on the Validations page, the details are logged in the application. | Consolidation > Validations |
Verify Data | Logs are generated when users use data to confirm the accuracy of postings and verify data sources after loading data using the Data Integration functionality. | Maintenance > Report Administration > Verify Data |
Workdays Setup | The Workday Setup audit log is a record that captures and monitors changes made to the workdays setup. | Maintenance > Administration > Workdays Setup |
Workflow | When you enable or disable workflow for a scenario, these actions are recorded in the audit log as add or delete actions, respectively. | Maintenance > Add or Edit a scenario > Workflow Setup (Note: Not applicable for Preloaded Budget Scenario Type) |
After enabling the workflow, if you start or sync the process of a scenario, it is also recorded in the Workflow audit area. | Maintenance > select a Scenario > Process > Start or Sync | |
Workforce Attributes | This log monitors the additions, modifications, and deletions of workforce attributes. | Maintenance > WFP > Workforce Planning Setup > Workforce Attributes |
Workforce Default Raise% | This log shows the changes made to the review percentages for the selected scenario in the workforce employee types | Maintenance > WFP > Workforce Planning Setup > Employee Types |
Workforce Defaults | This log lists any modifications to the default configurations, which can impact the employee allocations. | Maintenance > WFP > Workforce Planning Setup > Workforce Defaults (select the Default scenario in the Employees tab to see the workforce defaults tab) |
Workforce Employee Data Load | The Workforce Employee Data Load log has been moved to the DataLoad audit area for comprehensive tracking. | Maintenance > DLR > Data Load Rules |
Workforce Employee Types | This log monitors the additions, modifications, and deletions of the workforce employee types. | Maintenance > WFP > Workforce Planning Setup > Employee Types |
Workforce Employees | This log includes all the modifications to employee information, such as additions, edits, or deletions. | Maintenance > WFP > Workforce Planning Setup > Employees |
Workforce User Access | This log includes any modifications to user access permissions to compensation items. | Maintenance > WFP > Workforce Planning Setup > User Access |
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