Release Updates

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Latest from Planful! Check out this month's Release Notes.

Consolidation: Post Journal Entries with Values up to 18 Digits Before the Decimal Point

With this release, users can add, upload, and post journal entries with debit and credit values that support up to 18 digits before the decimal point and up to 6 digits after it. This enhancement is beneficial for organizations operating in economies with highly devalued currencies, enabling accurate financial postings without truncation.

This capability is now supported in:

  • Standard Journals

  • Dynamic Journals

  • Recurring Journals

  • Reclassifications

  • Eliminations

Dynamic Planning: Enhanced Mapping for Non-Numeric Measures with Different Names

With this release, we have enhanced integrations between MDM-to-MDM (Multi-Dimensional-Model to Multi-Dimensional-Model) and ESM-to-MDM (External-Source-Model to Multi-Dimensional-Model) by allowing users to explicitly map non-numeric measures even when the measure names differ between the source and target models.

Users can now directly map mismatched non-numeric measures (e.g., mapping Comments in the source model to Reviewer Inputs in the target model) using the intuitive mapping interface. This eliminates the need for manual renaming or workarounds to align measure names.

Key Benefits:

  • Simplified Mapping: Easily match source and target non-numeric measures with different names directly in the UI.

  • Time Savings: No need for renaming or manual transformation before integration.

  • Improved Data Integrity: Ensures accurate and seamless transfer of qualitative data between models.

  • Better Collaboration: Enables consistent planning input across teams using different terminology.

Dynamic Planning: Flexible Date Format Conversion in Multi-Dimensional-Model Non-Numeric Date Fields

With this release, we have improved the MDM-to-MDM (Multi-Dimensional-Model to Multi-Dimensional-Model) map by supporting the automatic conversion of non-numeric date fields across different date formats.

Now, the system intelligently detects and converts differing date formats such as MM/DD/YYYY and DD-MM-YYYY, ensuring the mapping proceeds smoothly and accurately.

Key Benefits:

  • Seamless Integration: Automatically converts date formats between source and target models.

  • Reduced Errors: Prevents mapping failures caused by format mismatches.

  • No Manual Workarounds: Eliminates the need for pre-processing or reformatting date fields before integration.

  • Improved Workflow Efficiency: Ensures consistent and reliable data flow across models during integration.

Dynamic Planning: Export Drill Through Pop-up to Excel (Web)

With this release, users can now export drill-through results directly to Excel from the web interface, bringing feature parity with Structured Planning. This enhancement allows you to download a single Excel workbook, where each Drill Through tab (Operational Planning, Workforce Planning, Capital Planning, and GL Data Loads) is exported as an individual sheet.

To use this feature, click the Excel icon in the Drill Through pop-up window.

Integrations: Introduced Native NetSuite ODBC Connector

We have introduced a native NetSuite ODBC connector that enables direct, structured access to your NetSuite data. This connector is designed to support robust, high-volume data integration use cases by leveraging the Open Database Connectivity (ODBC) standard. With support for multiple connection profiles, users can seamlessly retrieve NetSuite data and load it into Planful through Data Load Rules (DLRs).

Supported Load Types

You can load the following Load Types from NetSuite ODBC to Planful via DLRs:

  • Segment Hierarchies

  • GL Data

  • Transactions V2

  • External Source Model

Additionally, Cloud Scheduler enables you to automate recurring data loads, ensuring efficient and consistent data synchronization. This streamlined setup ensures efficient data movement while maintaining control and flexibility in your data integration processes.

Note:

The NetSuite ODBC integration feature is available upon request. Contact your Planful Account Manager for more information.

Business Value

  • Enables high-volume financial data integration between NetSuite and Planful.

  • Automates recurring data loads for GL, Transaction V2, and ESM data.

  • Provides a secure and scalable ODBC-based integration method.

  • Empowers finance teams with real-time control and auditability of incoming data.

To learn more about creating a NetSuite ODBC profile and creating a NetSuite ODBC DLR to load data, click here.

Planful AI: New Landing Screen and Enhanced User Interface

With this release, we have introduced a new landing screen for Planful AI, designed to elevate the user experience with improved visuals.

This update offers a cleaner, more intuitive interface to help users easily navigate, interpret, and act on insights generated by Planful AI. The updated visuals bring more clarity to data and AI-generated outputs, making insights more engaging and digestible across planning and reporting scenarios.

Planful AI: Save, Manage, and Share Conversations

Introduced Saved and Shared Conversations to preserve, revisit, and collaborate on multi-step analytical workflows for streamlined analysis and reporting.

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With this enhancement, we have introduced Saved and Shared Conversations, allowing users to preserve, re-execute, and collaborate on multi-step analytical workflows. Whether conducting a month-end variance review or preparing an executive summary, you can save your entire conversation, including questions, filters, and context, and revisit or share it at any time.

Note:

Only the structure of the conversation is saved, responses are not saved. When you reopen a saved conversation, Planful AI will generate new responses based on the latest data.

This enhancement streamlines team collaboration, promotes standardization, and accelerates recurring finance processes.

The Saved and Shared Conversations functionality allows you to:

  • Save complete Planful AI chat sessions.

  • Reuse saved conversations for individual analysis or as shared team templates.

Example

A financial analyst performs a monthly BVA (Budget vs Actual) analysis using Planful AI:

  • Asks: “How much did we spend on travel last month?”

  • Follows up with variance breakdowns and department-level drill-downs.

  • Saves the full conversation as “Monthly Travel Spend Review.”

  • The next month, the analyst duplicates the saved chat, updates the time filters, and reuses the same workflow.

Key Benefits:

  • Save time by reusing complex analytical flows.

  • Improve team collaboration with shareable templates.

  • Enhance onboarding with standardized workflows.

  • Standardize financial analysis with consistent question structures.

Feature Capabilities:

Save Planful AI Conversations

  • Save entire chat threads from the Planful AI screen.

  • Includes all questions and applied filters.

Manage Saved Conversations

  • Access the Saved Chats panel from the Planful AI drawer.

  • Filter chats by Mode (Analyze, Help) and Visibility (Shared, Private).

  • Search chats by title or owner.

  • View up to 50 most recent chats.

Conversation Options

Each saved conversation allows you to:

  • Run: Re-execute the chat with updated data.

  • Duplicate: Clone the chat and ask follow up questions without changing the original.

  • Publish: Publish the entire conversation and share with your organization.

  • Details: Update the title, description, or view included questions.

  • Delete: Remove conversations that are no longer needed.

Share Conversations

  • Publish chats for organizational access and visibility.

  • Access shared templates via Explore Shared Chats.

  • Browse and search by title or owner.

  • Copy and run relevant shared conversation with current user's access.

Planful AI: View and Export Aliases List

With this release, we have introduced the Aliases List page, providing a centralized view of all aliases assigned to members across dimensions. Users can now easily view, verify, and export all aliases added to members. This enhancement improves transparency and simplifies aliases management across dimensional hierarchies.

Access the Aliases List page via Maintenance > Hierarchy Management > More Actions > View Aliases. This page displays key details such as:

  • Dimension

  • Member Code and Name

  • Aliases

To export the aliases list, click the Export icon in the top-right corner and click OK to confirm the download.

Planful AI: Bulk Upload Aliases Using Segment Hierarchies DLRs

Effortlessly bulk-manage Aliases with enhanced Segment Hierarchies DLRs for faster and easier updates.

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You can now bulk upload Aliases for dimension members using Segment Hierarchies Data Load Rules (DLRs). This enhancement enables you to update alias values directly via DLRs along with other member properties, making it easier to manage and maintain dimension members across large hierarchies.

Once the DLR load is successful, the uploaded Aliases appear under the Default Properties section for the corresponding members in Hierarchy Management.

Note:

To view all Aliases assigned across members, navigate to View Aliases in Hierarchy Management.

Required DLR settings

To bulk upload Aliases using a Segment Hierarchies DLR, configure the required fields in the steps listed below while creating or editing the DLR. For all other steps in the DLR setup process, configure as needed based on your data load requirements.

  • In the New Data Load Rule step,

    • Set Load Item to Segment Hierarchies.

  • In the Define Overall Rule Settings step,

    • Set Hierarchy Type to Main Hierarchy.

    • Build Type: Applicable for Parent-Child hierarchy.

    • By default Aliases field for Include In Data File is set as follows

      • New DLRs: Yes.

      • Existing DLRs: No.

      • Users can update the Aliases field based on their needs

  • Configure other steps as needed.

Aliases Format Guidelines

  • One or more aliases can be added for a member

  • Multiple Aliases must be comma-separated

  • Alias must be unique within each dimension

  • Supported characters: _ . / - & %

Platform: Export Parent-Child now Includes Aliases Column

You can now export the Parent-Child hierarchy with an additional Aliases column, enabling more efficient management of alias assignments across hierarchies.

This enhancement allows users to:

  • Download the full parent-child hierarchy, including aliases.

  • Update alias values directly in the exported file alongside other member properties.

  • Import the updated data into Planful using Segment Hierarchies DLR for quick and accurate bulk updates.

Access this export via Maintenance > Hierarchy Management > More Actions > Export Parent-Child.

To learn more about Bulk Upload Aliases Using Segment Hierarchy DLRs, click here.

Structure Planning: Budget Entity Dimension Columns in Destination and Reference Account Reports

With this release, we have enhanced the Destination Account (DA) and Reference Account (RA) reports in the New Template Setup Experience to now include the Budget Entity dimensions, which were previously excluded.

Budget Entity dimensions are now displayed in newly added columns in both DA and RA reports.

Notes:

  • If no segment members are assigned to the Budget Entity dimension, the values appear as ControlPanel.

  • When Budget Entity dimension values are updated in Destination Account (DA) and Reference Account (RA) mappings, the respective changes automatically reflect in the DA and RA reports, accessed through Template Setup, Template Input, and View modes.

Supported Template Types:

This enhancement is applicable to all templates using the New Template Setup Experience, including:

  • Global Template Single Copy (GTSC)

  • Global Template Entity Copy (GTEC)

  • Allocation templates

  • Line Item templates

This enhancement provides greater visibility and flexibility by allowing users to view entity assignments directly from within the report interface.

Workforce Pro: Enhanced Multi-Select and Delete Employees from Employee Roster

With this release, we have introduced the ability to select and delete multiple employees from the Employee Roster. This enhancement eliminates a limitation in workforce data management. It enables users to perform faster, cleaner, and more controlled roster maintenance, especially useful during mass updates, reorganizations, or scenario rollovers.

Previously, you could not delete employees in bulk if the selected group included a combination of:

  • Employees with planned actions (for example, promotions, transfers, or terminations), and

  • Regular employees without planned actions.

Because of this restriction, users were forced to manually filter or delete records one by one, making mass updates slow and inefficient.

Now with this enhancement, you can:

  • Multi-select employees, including both planned-action and non–planned-action employees.

  • Delete them together in bulk, provided the deletion is valid based on existing security rules.

  • Automatically skip or block only those records that the user does not have permission to delete (for example, employees belonging to a Home Budget Entity that they cannot access).

  • Deleting a record in a chain (e.g., Transfer → Promotion → Termination) automatically deletes all associated records in that chain, while preserving unrelated backfills.

Note:

This enhancement applies only to the Delete Employee option. It does not apply to the Delete Position option.