Dissecting the MyPlan Interface
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Dissecting the MyPlan Interface

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Article summary

MyPlan allows for the configuration of up to 3 panes as shown below. Each pane is independently configured by your administrator to display specific information in a particular format; Data or Chart. Your MyPlan interface may look different based on how your admin has configured it.

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Charts Pane

In the example above, Pane 1 has been configured to display charts from the Dashboards application. Charts allow you to quickly evaluate how your organization is performing. For example, with charts you can visually compare your current budget with prior year actuals, see how your current headcount compares to a previous year, and view the variance between expenses and actuals.

Charts are interactive. You can hover over a chart to display information as shown below. And, you can filter members.

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To filter members, select the member. For example, to filter 2018 Budget from the chart, click it. It will become greyed out and data will be filtered from the chart as shown below. To return the 2018 Budget data to the chart, click it again.

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You cannot edit charts because they are sourced from the Dashboards application. To edit a chart, it must be done within Dashboards and you must be the owner of the chart or have appropriate privileges.

Note:
If data is missing from any pane, you may not have the appropriate security. Please contact your administrator if this happens.

For information on editing charts in Dashboards, access the Dashboards End-User Guide.

Data Pane

In the example below, pane 2 is configured to display data. Templates are listed under the Account column. The 2nd column provides data from a scenario (such as a Forecast scenario) and the 3rd column provides Compare scenario data. For example, data from one scenario might be compared with actuals.

The Variance column is calculated by MyPlan and provides the difference between the Input Scenario column and the Compare scenario. MyPlan allows you to perform actions to help you solve variances. For example, let’s say you have a forecast and people costs are high as shown below.

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You’ve budgeted 79,948, but are forecasting you’ll need 96,448 due to a new headcount, which is planned to start in Q4 2018. The difference between these two numbers is provided in the Variance column. To get to a 0 variance, you might edit the new headcount position by changing the hire date to a later date within the quarter. Having the employee start at a later date means less people costs and a lower variance between budgeted and forecasted amounts.

There are many actions you can perform in Data type panes using the wrench icon. Each action is template specific. For example, you can add headcount to the Workforce Planning Module, but not to the Capital Module. Each action is discussed below.

Submit

When certain actions are performed, like adding a headcount or entering data within an input template, these actions are held in memory. That means they have not been committed to the database yet. When you are ready to store a change, click the Submit button. In the current version of MyPlan, this action does not trigger the planning workflow (this functionality is coming in the next release). So, an admin would have to manually forward the completed/submitted entries for approval. If a budget or forecast is not available for submission, the button will be disabled as shown below.

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Period

Select a period from the list-box for which you want to view a plan / forecast.

Entity

Entities mapped to the scenario selected during configuration are listed here for selection.

Wrench

Click the Wrench icon to carry out tasks related to the template type, such as; update, adjust, and add. Tasks are specific to the template/module. For example, if you select a WFP account, the options are to Add New Headcount, Delete Headcount, or Edit Headcount. The wrench icon may not be available due to various reasons. For example, the forecast or budget may have been submitted or the entity may not be in a state where an update can be performed (for example, prior period data).

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Similarly, if you select an expenses template, the option available is to adjust the accounts for that template.

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In the example below, the wrench for the Capital Planning module is selected.

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Note:
When the variance results in a negative number, it is displayed in red. Otherwise, it is green.

Forward/Forward All/Show Data Trends

To the right of the Submit button are 3 three vertical dots . Click the dots to reveal the options:

  • Forward a budget or forecast for approval

  • Forward All - forward all members within a rollup (including the rollup member) for approval

  • Show Data Trends - Data Trends are setup by your Admin user so that you can view and compare prior, present or future data points to help complete a budget or forecast

When you select Show Data Trends , the reference scenario that your Admin user setup for each Compare Data element is displayed.

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In the screen below, a Data Trend is shown. Select the Showing Data dropdown box to access Compare Data options.

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See Also:

How to Add a New Headcount

How to Edit a Headcount

How to Delete a Headcount

How to Add an Asset

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 Adjust the Purchase Date of an Asset

How to Update an Account

Swamping Between Profiles

If your Admin user provides you with access to multiple MyPlan profiles, you will be able to swap back and forth between the profiles. In the image below, the profile list-box is shown.

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Note:
Since all MyPlan Actions are stored in-memory, all actions performed will be retained even when switching back and forth between profiles.

Refresh

Refresh functionality ensures that when the underlying data has changed from the planning side of the application, you have the latest data displayed in your MyPlan dashboard. Clicking the Refresh icon (shown below) allows the system to query and recalculate the most recent data, which may include changes to accounts or any underlying data directly connected with the information you are working with.

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The Refresh icon is also available within each OPEX template opened in MyPlan as shown below.

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Notifications

Click the Notification icon to view information; such as when a template was forwarded for approval.

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