- 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
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- How-Tos
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- 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
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- Rules - References
- Simulation Engine Guide
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- Overriding Substitution Variables for Report Collections and Financial Package When Running a Process Flow
- Description of Fields on the Job Manager Page
- Currency-Ref
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- Currency Use Case - Common Currency vs. Local Currency
- Decision Hub Summary
- Interim Currency
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- 2.1.2 Modeling Release Notes, July
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- 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
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Dynamic Journals
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Dynamic Journal Entries are used when entry balances fluctuate from period to period. For example, as a financing strategy, you take out a loan with a variable interest rate. This means that the principal and interest payments will likely fluctuate from period to period based on the loaded rate for the period.
Add a Dynamic Journal
Add a Dynamic Journal to post balances that fluctuate from one period to another.
In the Consolidation Control Panel, under Processes, click Dynamic Journals. The Dynamic Journals grid appears.
Click Add. The Add Dynamic Journal dialog box appears.
On the Properties tab, specify the required information for the following fields:
In the Code field, enter a code of your choice.
In the Name field, enter a Dynamic Journal name.
In the Period field, select the month and year range. During the selected time period, the Dynamic Journal is active.
In the Posting Type list box, select the MTD or YTD posting type.
Note:MTD (Month-to-date) evaluates entries based on the month’s activity; whereas, YTD (Year-to-date) evaluates the entries based on the cumulative balance of the line items.Note:To use the MTD posting type, contact the Planful support team for additional guidance on accessing this functionality.In the Reporting list box, select whether the Journal is a Dynamic JE (CC) or a Dynamic JE (LC). A journal can be in common currency or in local currency.
Note:A local currency is often used by a company's subsidiaries and then converted to a common currency for consolidated reporting purposes.If you are adding an Unbalanced Journal, select the Unbalanced Journal check box. In Unbalanced Journals, debits are not equal to the total of the credits.
To navigate to the Journal Entry tab, click Next or click the Journal Entry tab. The grid displays segment columns based on the application configuration and user's security. To set up a journal entry, perform the following steps:
To add a new row, click Add.
To set up the values for each column, do any one of the following:
Specify the required values directly in the UI.
Paste the copied line items from an MS Excel spreadsheet to the journal entry grid.
You can copy or paste all values, including description, segments, and debit or credit values. Use shortcut keys (Ctrl+C and Ctrl+V) to perform this action.
To build a formula for the journal entry, perform the following steps:
Click Enter Rule in the journal entry row. The rule pane appears.
Build a formula by using a Simple Rule or Advanced Rule:
Simple Rule —For the dimensions for which you want to select a member, open the selection pane and select the member.
Advanced Rule —In the left side box, expand the member hierarchy, select the member, and then click the Add icon. Repeat the same procedure to select the function in the right side box. Click the tick (√) icon to verify the syntax of the formula.
To save the rule, click Save
Click Save.
Upload Dynamic Journals
Upload Dynamic Journals in xlsx format directly to the Consolidation module. Use the sample template (that you can download) for ease of use when performing the upload.
Perform the below steps to upload dynamic journals:
Navigate to the Consolidation Control Panel.
Click the Dynamic Journals process. Dynamic Journals appear in the center pane.
If no Dynamic Journals were created or uploaded then this pane will be blank. You can opt to upload or enter journals or do a medley of both. Click Upload.
When you click the Upload icon, the Dynamic Journals Upload dialog appears. It is a best practice to use the sample Excel template as it shows you exactly how you need to organize your journal data to load it successfully. Click Download sample Excel template.
The template is downloaded to your computer. Open the template.
The template displays and indicates the required fields. It also provides information to ensure the correct data is entered where needed. Copy and paste the template into a new file.
Enter a Journal Code, the period for which you want to load the journals, and the Posting Type.
Enter Dynamic JE (CC) or Dynamic JE (LC) for reporting and enter notes as needed.
Now, you’re ready to copy and paste journals into the spreadsheet. Before copying and pasting data to the Excel file, make sure you delete all the tips.
Save the xlsx file to your computer.
Back in the Consolidation Control Panel, click Choose File.
Select the file you just saved to your computer and click Submit. Once processing is complete, the uploaded Dynamic Journal will appear in the center pane.
If the file fails to upload, download the failed file to view the cause(s) of the failure, fix the file, and upload again.
Copy a Dynamic Journal
Use copy when you want to use an existing Dynamic Journal to create a copy with new criteria for posting entries. For example, copy a Dynamic Journal with local currency to create a new Dynamic Journal to report on the common currency.
Perform the below steps to copy dynamic journal(s):
- In the Consolidation Control Panel, under Processes, click Dynamic Journals. The Dynamic Journals grid appears.
- Select a journal to enable the View, Copy, and Delete options.
- Click Copy and select Copy Single. The Copy Dynamic Journal dialog appears.Note:You can also copy journals from one scenario to another using the Copy Multiple functionality. Perform the below steps to do so:
- Click Copy and select Copy Multiple. The Copy Dynamic Journal page appears.
- Select Target Scenario and Period. Select the Email notification checkbox if you want to receive an email if the journal is copied successfully.
- Click OK. The journal is copied.
- Complete all the fields in the Properties and Journal Entry tabs.
- Click Save.
Open the Dynamic Journal in Edit mode to view entries. Click the Journal Entry tab to view the copied journal lines.
Edit a Dynamic Journal
You may want to edit a Dynamic Journal before the posting of entry balances.
To edit a Dynamic Journal :
In the Consolidation Control Panel, under Processes, click Dynamic Journals. The Dynamic Journals grid appears.
Select the Dynamic Journal.
Click Edit. The Edit Dynamic Journal dialog appears.
Edit as needed.
Click Save.
View a Dynamic Journal
You cannot edit a dynamic journal created on a leaf level if All Entities are selected in the Entity field. In such cases you can only view the journal.
Perform the below steps to view a dynamic journal:
In the Consolidation Control Panel, under Processes, click Dynamic Journals. The Dynamic Journal grid appears.
Select the Dynamic Journal.
Click View.
Click Next/Previous to navigate between the Properties and Journal Entry tab.
Click Cancel to exit the view.
Delete a Dynamic Journal
You may want to delete unused or inactive Dynamic Journals. When you delete a Dynamic Journal, all the associated journal entries are also deleted.
In the Consolidation Control Panel, under Processes, click Dynamic Journals. The Dynamic Journal grid appears.
Select the Dynamic Journal.
Click Delete.
In the confirmation dialog that appears, click OK. The Dynamic Journal is deleted.
Delete Multiple Dynamic Journal Lines
In the Consolidation Control Panel, under Processes, click Dynamic Journals. The Dynamic Journal grid appears.
Select a Dynamic Journal and click Edit.
In the Journal Entry tab, select the checkbox in the header to select all lines or select more than one line and click Delete.
In the confirmation dialog that appears, click OK.
Post a Dynamic Journal
Active Dynamic Journal Entries can be posted.
To post a Dynamic Journal :
In the Consolidation Control Panel, under Processes, click Dynamic Journals. The Dynamic Journals grid appears.
Select the active Dynamic Journal Entry, under Entry Actions, and click Post.
The Post Dynamic Journal dialog appears. The Scenario field is read-only and indicates the selected scenario that will be used when posting Dynamic Journal Entries.
Select the fiscal Year by using the calendar icon.
Select the Period by selecting a month range.
Select the Email notification checkbox if you want to send a notification about results when the process is complete, and then enter the email addresses of the recipients you want to notify.
Click Post. The Post Dynamic Journal dialog is exited. A message appears indicating that the Dynamic Journal Entry is submitted for posting based on the selected periods and includes a link to navigate to the Detail View for status.
Post a Dynamic Journal Using Cloud Scheduler
You can process and post active Dynamic Journals as an independent task in Cloud Scheduler. Inactive Dynamic Journals are not available for selection via the Cloud Scheduler. You must make inactive Dynamic Journals active via the Consolidation Control Panel to make them available for selection in Cloud Scheduler.
In Practice
Access Cloud Scheduler by navigating to Maintenance > Administration > Cloud Scheduler.
Click the Process Flow tab.
Click Add. The New Task page appears.
In the General Information tab, enter the Code, Name, and Email Recipients.
In the Tasks tab, click Add Task to add a new task.
Select Dynamic Journal as the Task Type as shown in the image below. When the Dynamic Journal task type is selected, Task Name + Selected Scenario Name, Scenario, Period, and Dependencies fields are displayed.
Enter a Task Name and select the Scenario for which you want to process Dynamic Journals. Once the scenario is selected, it will be added to the Task Name as shown below.
Select the period for which you want to process Dynamic Journals. The options include Custom Period (where you can select a specific date range), Previous Period, Current Financial Year, and Current Period.
For Dependencies, select a dependent task that must occur and be completed prior to the posting of Dynamic Journals. For example, the processing of the reporting cube.
Now, select the Dynamic Journals you want to process by clicking the Selected link. The Active Journals/Selected Journals pane appears. Active Journals for the current period are displayed based on actions performed in the Consolidation Control Panel. If there is a journal not displayed, navigate to the Consolidation Control Panel and change the period of the journal to the same period selected in Cloud Scheduler. Navigate back to Cloud Scheduler and the journal will appear in the Active Journals pane. Selected Journals displays the journals selected.
Select all journals you want processed/posted. Click Save.
Here is an example of how the task name (Task Name + Scenario) appears in the process flow once processed.
Dynamic Journals can be processed for both the Actual scenario and other scenarios. If you select Custom Period for the Period field, additional From and To fields are displayed. This allows you to select specific dates for which to process Dynamic Journals.
Process Multiple Dynamic Journal Entries Dependent on Previous Entries
To post multiple Dynamic Journal entries dependent on the previous entries, you should manually create a Process Flow task in the Cloud Scheduler. The process flow task must contain one dynamic entry followed by a Cube process, the next dynamic entry, and so on.
Perform the following steps to create Dynamic Journal entries dependent on the previous entries:
- Go to the Cloud Scheduler and select the Process Flow tab.
- Click on Add > Tasks > Add Task and add Dynamic Journals as Task Type. Select the Dynamic Journals you want to process by clicking the Selected link. The Active Journals/Selected Journals pane appears.
- Active Journals for the current period are displayed based on actions performed in the Consolidation Control Panel. If no journal is displayed, navigate to the Consolidation Control Panel and change the journal period to the same period selected in the Cloud Scheduler.NoteInactive Dynamic Journals are unavailable for selection via the Cloud Scheduler. You must make inactive Dynamic Journals active via the Consolidation Control Panel to make them available for selection in Cloud Scheduler.
- Navigate back to Cloud Scheduler, and the journal will appear in the Active Journals pane. Selected Journals displays the journals selected.
- Process and post the active Dynamic Journals as an independent task. Dynamic Journals can be processed for both the Actual scenario and other scenarios.
- You can select Custom Period for the Period field; additional From and To fields are displayed. This allows you to select specific dates for which the Dynamic Journals need to be processed.NoteIf you delete a Dynamic Journal from the Consolidation Control Panel that is part of a process flow in Cloud Scheduler, the Dynamic Journal will be deleted from the process flow along with all the data.
- Select Dependencies, an optional field in Process Flow configuration. Select tasks that must be executed in sequence with the task you are creating.
- Add one Dynamic Journal entry followed by a Cube process, then the next Dynamic Journal entry, and so on.
For more information, refer to How to add a Process Flow.
Clear Dynamic Journal Data
Data in the previously posted Dynamic Journals can be cleared.
In the Consolidation Control Panel, under Processes, click Dynamic Journals. The Dynamic Journals grid appears.
Select the processed Dynamic Journal, under Entry Actions, and click Clear Data.
The Clear Dynamic Journal dialog appears.
The Scenario field is read-only and indicates the selected scenario that will be used when posting Dynamic Journal Entries.
Select the fiscal Year by using the calendar icon.
Select the Period by selecting a month range from the dropdown.
Select the Email notification checkbox if you want to send a notification about results when the process is complete. Enter the email addresses of the recipients you wish to notify.
Click Clear Data. The Clear Dynamic Journal dialog is exited. A message appears indicating that the Dynamic Journal Entry is submitted for clearing of data based on the selected periods and includes a link to navigate to the Detail View for status.
View Dynamic Journals at the Rollup Level
Users having access to all companies can view and post Dynamic Journals at the rollup level. You can view and post Dynamic Journals for companies grouped. Also, it facilitates the display of Dynamic Journals at the rollup level instead of viewing them at the company level.
In Practice: View Dynamic Journals at the Rollup level
- Navigate to Consolidation Control Panel> Dynamic journals.
- Select Period and Entity.
- Now, you can select the rollup level companies and post Dynamic Journals.
Processing Dynamic Journals and Non Controlling Interest Outside of the Consolidation Process
An opt-in configuration item allows you to process Dynamic Journals and Non Controlling Interest outside of the Consolidation Process. This configuration removes the steps associated with posting and clearing data for Dynamic Journals and Non Controlling Interest from the Consolidation Process and enables the functionality to allow users to post and clear Dynamic Journals and Non Controlling Interest within the processes themselves. If you are interested in this item being configured for your application please contact Planful Support for assistance.
You can also post and clear Dynamic Journals and Reclassifications in the cloud so that you can continue working while processing takes place. Once complete, you will be notified via email as well as an in-application notification.
Consolidation Process Changes
The steps within the Consolidation Process associated with calculating Dynamic Journals and Non Controlling Interest in Local and Common Currency will be removed from the Consolidation Process. These steps will post Active Dynamic Journals and Non Controlling Interest as established by the Status, which is set by journal or rule for the time period selected. Inactive journals or rules will clear data for the time period selected.
Dynamic Journals Module Changes
Dynamic Journal List Screen
A checkbox to select journals to Post or Clear Data from is available for updated Entry Actions.
The Status column is removed.
Entry Actions will be updated with the following options:
Active/Inactive – these options will not be visible as users will determine which journals they would like to execute Entry Actions for and leverage the Start and End Period to determine which journals are active or inactive.
Post:
To post a Dynamic Journal, select the Post checkbox next to the Dynamic Journal and click the Post Entry Action.
The Post Setup page is opened. Select the periods for which you wish to post and click the Post button.
Scenario - Displays the Actual scenario for which the Dynamic Journals will post.
Year - Select the fiscal year for which you want the Dynamic Journals to post.
Period - The months available for processing are displayed. You can only post to unlocked months.
Post - Execute the process.
- Once Dynamic Journal data is posted, a status page provides you with information as to whether the posting was successful or not.
Clear Data:
Delete previously processed Dynamic Journal data.
To clear Dynamic Journal data, select the journal in the middle pane (by selecting the Post/Clear checkbox) and click on the Clear Data Entry Action. This action opens a dialog page, which allows you to clear Dynamic Journal data for the selected period(s).
Scenario - Displays the Actual scenario for which the Dynamic Journals will clear.
Year - Select the fiscal year for which you want the Dynamic Journals to clear.
Period - The months available for clearing are displayed. You can only clear data for unlocked months.
Clear Data - Execute the process.
- Once Dynamic Journal data is cleared, a status page provides you with information as to whether the clear was successful or not.
Non Controlling Interest Module Changes
Non Controlling Interest List Screen
A checkbox to select rules to Post or Clear Data is opened for the updated Entry Actions.
The Status column is removed.
Entry Actions will be updated with the following options:
Active/Inactive – Use to determine which rules you would like to execute Entry Actions for and leverage the Start and End Period to determine which rules are active or inactive.
Post:
To post Non Controlling Interest, select the Post checkbox next to the Non Controlling Interest entry and click the Post Entry action.
The Post Setup page is opened. Select the periods for which you wish to post and click the Post button.
Scenario - Displays the Actual scenario for which the Non Controlling Interest will post.
Year - Select the fiscal year for which you want the Non Controlling Interest to post.
Period - The months available for processing are displayed. You can only post to unlocked months.
Post - Execute the process.
- Once Non Controlling Interest data is posted, a status page provides you with information as to whether the posting was successful or not.
Clear Data:
Delete previously processed Non Controlling Interest data.
To clear Non Controlling Interest data, select the entry in the middle pane (by selecting the Post/Clear checkbox) and click on the Clear Data Entry Action. This action opens a dialog page, which allows you to clear Non Controlling Interest data for the selected period(s).
Scenario - Displays the Actual scenario for which the Non Controlling Interest will clear.
Year - Select the fiscal year for which you want the Non Controlling Interest to clear.
Period - The months available for clearing are displayed. You can only clear data for unlocked months.
Clear Data - Execute the process.
- Once Non Controlling Interest data is cleared, a status page provides you with information as to whether the clear was successful or not.
These Entry Actions will captured in the Audit Log under the Non Controlling Interest Audit Area for more detailed analysis, if required.
Table of contents
- Add a Dynamic Journal
- Upload Dynamic Journals
- Copy a Dynamic Journal
- Edit a Dynamic Journal
- View a Dynamic Journal
- Delete a Dynamic Journal
- Delete Multiple Dynamic Journal Lines
- Post a Dynamic Journal
- Post a Dynamic Journal Using Cloud Scheduler
- Clear Dynamic Journal Data
- View Dynamic Journals at the Rollup Level
- Processing Dynamic Journals and Non Controlling Interest Outside of the Consolidation Process