- 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
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Template Input and View Modes
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Before you add and set up/design a template, you need to decide on the type of template required. Several types are available depending on your planning needs. The template has two modes:
How to Open Templates In Input and View Modes from the Planning Control Panel
To open a template in Input mode:
From the Planning Control Panel, select the budget entity in the budget hierarchy from the left pane.
Select the template in the middle pane.
Click the Input action in the right pane.
To open a template in View mode:
From the Planning Control Panel, select the budget entity in the budget hierarchy from the left pane.
Select the template in the middle pane.
Click the View action in the right pane.
How to Open Templates in Input and View Modes from the Template Interface
Once you are in a template (whether in Input or View mode) you can open other templates rather than returning to the Planning Control Panel. To do so:
Click Select Template.
The scenario selected on the Planning Control Panel is displayed. Optionally, select a different scenario.
The currency associated with selected budget is displayed.
Click Open in read only mode to open the template in View mode.
Click Apply and Open to apply the selections made and open the template based on those selections.
Types of Template View Modes
There are two types of View modes; legacy and new. Each is explained below. New View Mode functionality is enabled by default in new applications starting February 2019. For customers with applications built prior to February 2019, you will have the legacy view mode enabled unless you've opted in to the new view mode functionality. Please be aware that once this functionality is enabled, you can’t go back to the legacy functionality. So, please test in the sandbox environment and train end-users accordingly.
New View Mode Versus Legacy
The new view mode functionality for templates offers several benefits and conveniences; most notably, real-time data changes/updates, streamlined movement of information, as well as the elimination of clicks.
Template calculations are immediately executed so that the template shows up-to-date results (as if you opened it in Input mode). If you don’t enable this functionality and you open a template in View mode, you need to run a Validation report or reopen the template in Input mode. By introducing this new functionality, we have eliminated the need to run a Validation report or and reopen templates in Input mode to view the most recent data. If you enable this enhancement, the More list-box, will look a different ( View Mode options aren’t needed).
If you export the template to Excel, formulas are retained (as shown in the image below) as are sublines.
In Practice
Let’s say a template includes a formula that is based on a global field. When calculated, the formula (for example cell A10 * 2) results in the value of $100 USD. User A saves the template and forwards to User B for review. Before User B performs the review, the formula is changed resulting in a value of $120 USD versus $100 USD.
If this feature is not enabled, this is how the application with behave when the template is opened in View mode:
The value of $100 USD will be displayed
The formula (A10*2) will not be displayed
If this feature is enabled, this is how the application with behave when the template is opened in View mode:
The application will recalculate the formula so that the value of $120 USD is displayed
The formula (A10*2) will be displayed
When Template View Mode functionality is enabled, the application will behave exactly as it would for a template opened in Input mode, but without the option to Save.
If you run the Subline report, the template main lines and sublines will display. The application will recalculate the formulas for the sublines as well and show the latest values, but the formulas will not display.
For Offline Planning, when a template is opened in View mode, the formulas are recalculated and the latest values are displayed. The formulas will display as well.
Template Notifications
The template notifications let you know who's working on the template, so you will not make any changes to the template.
When you open a template in Input mode and another user is actively working on the same template with the same scenario, you will be automatically redirected to View mode, where you cannot make any changes. Furthermore, a notification will be displayed at the top of the template, informing you that someone else is currently working on the template and editing is restricted. To check if the other user has completed editing, click the Reload option. This will take you back to Input mode, and you can make your changes ensuring a better user experience in the handling of locked templates.
View User History of Any Template
The View Contributors feature displays a list of users who updated the template in the past 30 days with the last updated date. Selecting a user from the list will mark/highlight the cells the user updated in the past 30 days. Anyone accessing the template can view the changes made by the other users and update the data accordingly.
This feature helps you to track the changes made in the template when multiple users work on a template. If there is a mistake in the updated data, you can quickly identify the user who provided the incorrect data and rectify it with them. When used in conjunction with the comments feature, it empowers you to collaborate effectively with other users for planning/budgeting/forecasting within the Planful application.
Do the following steps to use the View Contributors feature:
- Navigate to the Planning Control Panel and select a scenario from the Scenario list.
- Select a Budget entity from the Budget Hierarchy pane. Select the required template from the Template pane.
- From the right pane, click Input or View under the Template Workflow section in the Actions tab. The selected template data is displayed.
- Click the View Contributors icon on the top menu bar. The application displays a list of users who updated the template in the past 30 days.
- Clicking on any user will mark the cells they updated in the past 30 days, and the user name appears on the top menu.
- You can right-click on any marked cell and click Show History to view the detailed history of that cell.
- Click the close icon on the user name to remove the markings.
Input Mode
Where to Enter Template Data?
Input data into templates in the white cells. Your Admin user may set up templates with additional colors as shown below.
Views
You can create different layouts of a template and save them using Views. The scope of a View can depend on the different use cases you want to address using the template. When you share these layouts with any end-user, it will help them focus on the data they want to see and hide any unnecessary data.
While creating a View, you can hide any row(s) or column(s) or filter any column based on the use case and save the View.
In Practice: Accessing the View Option
- Navigate to Planning Control Panel and select a Budget entity from the Budget Hierarchy pane.
- Select the required template from the Template pane.
- From the right pane, click Input under the Template Workflow section in the Actions tab. The selected template data is displayed.
- You can access the View option from the top menu bar.
Create a New View
Perform the following steps to create a new View:
- Click the View option on the top menu bar in a template.
- Select the Create a New View option from the list.
- Provide a unique name for the View in the Enter View Namefield, and do the following:
- Filter the required column
- Hide the required row(s) and column(s)
- Click Save View. The saved view is listed in the Views list.Note:You can use the Reset option to undo the changes made in that view till that point.
If you want to access any View created before, click the View option in the menu bar and click on the required view from the list.
Manage Views
If you want to edit or delete any View that was already created, perform the following steps:
- Click the View option on the top menu bar in a template.
- Select the Manage Views option from the list. The list of already created views is displayed.
- If you want to delete any view, click the delete icon adjacent to that respective view.
- If you want to edit any view, click the edit icon adjacent to that respective view, and do the required updates.
Subline Validation
This feature checks every main template line against associated sublines and verifies the data matches. If the data does not match, template lines are highlighted in red. The Subline Validation report is a Standard Report. Admin users can access Standard Reports by navigating to Maintenance > Reports > Standard Reports.
- Select the Subline Validation Report, click More and select Deploy to make the report available to users.
- You can run the report from this interface in addition to the Template interface.
- When you run the Subline Validation Report, you will be prompted to select a scenario, entity, template and fiscal year.
Validation Report
Run the Subline Validation report to view all Subline discrepancies between sublines and main lines for a template. To access the report, open a template in View or Input mode. Click the More list-box and select Validation Report.
Explanation of Line Types in Templates
In the templates below, there are several line types; H, L, C, RA. Additionally, you may have templates with RC, DA, and N line types. Each of the line types has a specific purpose.
What is the L (Subline) Template Line Type and What is the Purpose
A line with an L hyperlink indicates that there are sublines associated with the line. For example, you have a checking account line and the Subline template lines provide a way to itemize the account.
Click the L hyperlink to open the Subline template interface where you can add Subline details. Subline details itemize accounts on the main template input page. You can perform direct entry (yellow cells) at the detail level in the cells of the Subline template. You can also add and remove sublines.
Once sublines are added, the template line displays in red with a green background on the main template page as shown below.
Description of the fields on the Subline Template page is provided below.
Remove All Lines - click to remove all the added sublines.
Insert Lines - enter the number of rows (account strings) to insert into the grid or press Enter on your keyboard.
Allow line total formula update - this selection prevents you from changing the formula associated with the line. For example, a formula might be set up to calculate monthly totals. Select this checkbox to open or unlock the row to allow modifications. Once selected, the row will change from white to yellow indicating that you can enter data in the cells.
Reset Formula - reset the formula to the original. For example, if a formula is defined to calculate monthly forecast and you change the formula to calculate, for example, quarter 1 total, you can then click Reset Formula to calculate monthly total once again.
Save - Saving the Subline template also saves the main template.
Performing a save on the Subline template page synchronizes Subline template data with the main template. It also saves the main template.
What is the C Template Line Type and What is the Purpose
A row with a C means that it is a Calculated line. Calculated lines have calculations, such as the sum of several cells. Some examples are provided below.
Enter formulas in the formula bar for a template opened from the Planning Control Panel in Input mode. Optionally, enter the formula in the cell.
What is the H Template Line Type and What is the Purpose
Indicates the line is a header line. These lines are not editable. Your Admin might use this line type to enter notes for you, the end-user, or to format the template and even to add additional spacing.
What is the N Template Line Item and What is the Purpose
Indicates notes are attached to the line. Notes might provide additional detail on the line or instructions to the end-user.
If you click the Note icon the Line Notes page appears.
What is the RA Template Line Item and What is the Purpose
RA stands for Reference Account and indicates another account(s) is referenced for that template line. For example, you might have a payroll account referenced from an HR template line.
This template has 4 RA lines. If you click the Bonuses RA line, the Reference Account Report opens with information on the accounts referenced for this line.
What is the DA Template Line Item and What is the Purpose
DA stands for Destination Account and indicates that template line is mapped to a segment combination. Destination accounts are used to save budget or forecast data entered or calculated in a selected budget template against a General Ledger account.
What is the RC Template Line Item and What is the Purpose
RC stands for Reference Cube and indicates the line references data from the reporting cube. For example, the line displays a total from data that was looked up. The results is total revenue for all sales departments in a legal entity.
Perform Input after Forwarding or Approval of Templates
This functionality is now enabled by default for all new and existing customers.
Input data to templates in a forwarded and/or approved state.
You can perform template input against a forwarded (or approved) template.
View Cell Updates
You can view the history of the data changes on the source data available in the templates. You can double-click on any record from the template to view the history. The history contains information like dimension intersection details, who changed the data, the timestamp of the data change, and the details about the changes.
This functionality is applicable only when the Ivy framework is enabled in the application. Reach out to Planful Support to enable Ivy in your Sandbox application.
For now, the History feature is available in GTSC, GTEC, Allocation, New Line Item, Capital and Block templates.
Templates act as structures that hold budget data like scenarios, attributes, and entities. You can design templates based on your business needs. Using the History feature you can verify the updates made to the source data in the templates. It provides information like who changed the data, the timestamp of the data change, and the details about the changes.
Select any cell in the template and the History toggle is displayed in the top right corner of the template. Enable the History toggle to view the history of the data.
You can view the History of the data related to Open Periods of the following Line Types:
- L with posting (with or without sublines)
- L with posting and history accounts (with or without sublines)
- C with posting
- C with posting and history accounts
- RA with single account mapping
Disable the history toggle to stop the history view.
- The history is displayed for a given dimension intersection across all the source types.
- Up to 1000 rows (latest ones) are displayed in the history of Drill Through. Each page will display up to 100 records.
View Mode
View mode does not allow you to make changes to the template. You can only view the template.
To open a template in View mode:
From the Planning Control Panel, select the budget entity in the budget hierarchy from the left pane.
Select the template in the middle pane.
Click the View action in the right pane.
What To Do When There Are Data Discrepancies in the Template?
If calculations (for example, sub-totals or percentages) in the template you are viewing are not accurate/updated due to recent updates to the driver/source templates (for example, Employee Compensation, Capital Planning and Initiatives), but individual budget lines are updating correctly, do the following:
Access the template that you are viewing in Input mode.
Next, verify all fields are updated/accurate.
Save the template. Doing so updates the calculations and synchronizes the driver/source templates until further changes are made requiring this process to be repeated.
If Input mode is not available to you as a Budget Preparer/Approver, take one of the following actions depending on the use case situation:
Situation 1: The budget entity is in an approval state (Forward, Approve, or Final Approve)
Action : The Budget Approver must use Send Back so that the Budget Entity and all corresponding templates are available in Input mode. The Budget Preparer must open the template in Input mode and SAVE the template.
Situation 2: The budget template is in an approval state (Mark Complete)
Action : Click Mark Not Complete so that the template is available in Input mode. If the budget entity is also in an approval state, the Budget Approver must Send Back the budget entity as described in Situation 1. The Budget Preparer must enter the template in Input mode and SAVE the template.
Situation 3: The Planning Scenario is locked (i.e., Budget Preparer/Approver cannot Send Back) and all budgeting actions are locked except for View function
Action : Contact your Budget Approver to share the potential discrepancy. A Planful Budget Administrator can unlock the Planning Scenario so that you can access the template in Input mode. Once unlocked, if the budget entity is in an approval state, see Situation 1. If the budget template is Mark Complete, see situation 2.
How to Determine if There are Data Discrepancies for Templates Opened in View Mode
To determine if there are data discrepancies for templates opened in View mode:
Open a template in View mode.
Within the template interface, click the More menu.
Select Validation Report under Subline. The Validation Report checks for discrepancies between a View and Input template.
What is View Mode Validation and How Do I Run It
With View Mode Validation, you can check if there are any values that have changed since the last time the template was saved. When a template is opened in View mode, it retrieves the values for all cells based on the last time it was saved. So, if a formula is defined in a template cell that references accounts, opening a template in View mode will display the value that was calculated and saved in the prior template version. This means that if the values of the referenced accounts change after the last time the template was saved, and the template is opened in View mode, you will not see the impact of the change as the template is, essentially, out of date. However, with View Mode Validation, you can check if there are any of these types of discrepancies.
In Practice: View Mode Validation
Open a template in View mode from the Planning Control Panel. Click the More list-box and select the View Mode Validation option. The data in the template that is not up-to-date is highlighted in red as shown below.
Prior to View Mode Validation:
After View Mode Validation:
What is the Validation Report and How Do I Run It
Run the Validation report to view all discrepancies between a View and Input template. To access the report, open a template in View mode, click the More list-box and select Validation Report under View Mode.
Table of contents
- Input Mode
- Views
- Subline Validation
- Validation Report
- Explanation of Line Types in Templates
- What is the L (Subline) Template Line Type and What is the Purpose
- What is the C Template Line Type and What is the Purpose
- What is the H Template Line Type and What is the Purpose
- What is the N Template Line Item and What is the Purpose
- What is the RA Template Line Item and What is the Purpose
- What is the DA Template Line Item and What is the Purpose
- What is the RC Template Line Item and What is the Purpose
- Perform Input after Forwarding or Approval of Templates
- View Cell Updates
- View Mode
- What To Do When There Are Data Discrepancies in the Template?
- What is View Mode Validation and How Do I Run It
- What is the Validation Report and How Do I Run It