Release Updates

With this release, users can share multiple Global Template Single Copy (GTSC) and Workforce Planning (WFP) templates with budget managers. Now you can easily use the Send Email or Copy Link feature to share multiple templates with budget managers in a single go.

How to access Bulk Share Templates?

1. Navigate to the Planning Control Panel and select a Budget entity from the left pane.

2. Select a GTSC or WFP template from the Template pane and click Share.
   

   
   The Share Template screen displays the list of budget managers.

3. Select the templates you want to share with the Budget Manager(s) from the Select Templates drop-down menu.
   

   
   

4. Select the desired the budget manager(s) or user group(s) with whom you’d like to share the templates.
   

   
   

5. Click the Send Email or Copy Link option to share.

To learn more about the Budget Manager Experience, click here.

With this release, we have added the Upload functionality for Reclassification journals. Previously, you could only add Reclassification journals using the Add option in the application, but now you can upload a single reclassification journal with multiple line items in one click.

How to import a Reclassification journal? 

To import a Reclassification journal, do the following:

1. Navigate to Consolidation to open the Consolidation Control Panel.

2. Click Reclassifications under Processes. The Reclassifications grid appears.

   

3. Click on the Import button, and the Import Reclassification pop-up appears.

   
   

4. Click Download Template to download the sample template into your system.
   

   
   

5. Enter all the required details into the template.

   Notes:

   • The Reclassification Code must always be unique, and no special characters are supported.

   • The status for source and target types in line items must be unique.

   • The Scenario selected in the Consolidation Control Panel for Reclassifications and the Reclassification Import template must be the same.

   • If there are multiple companies for a line item, separate them using commas.

   • Enter a valid code from Planful for the Source or Target for each dimension. Use 'All' for all values in the Source and 'Same' to retain the Source value in the Target. For the Reporting dimension, you can use Reclass in the Target. When Reclass is used, the system dynamically determines the posting type: Reclass LC for Local Currency companies and Reclass CC for Common Currency companies.

6. Now, return to the Import Reclassifications pop-up and click the Browse button. You can also drag and drop the file.
   
   

   Notes:

   • You can import only one file at a time.

   • Only the Excel file type is supported.

   • You can also delete the uploaded file by clicking on the X button and uploading another file before importing.

     

7. Click the Import button. If the import is successful, click Done.
   
   
   If the import fails, click the Download Error Report button to understand the errors and upload again.
   

With this release, we’ve improved the Export functionality for the Reclassification journals. This enhancement provides greater visibility into the underlying details of reclassification journals, making analysis more efficient.

Previously, clicking the Export button would generate a summary of all reclassification journals.

Now, the Export button offers two options:

• Summary Report: An existing option that reflects the previous export functionality, providing an overview of all journals.

• Detailed Report: A new option that allows you to export all line items within a selected reclassification journal.

How to Use the Enhanced Export Functionality?

To use the enhanced export functionality, do the following:

To download the detailed report and summary report, do the following:

1. Navigate to Consolidation and open the Consolidation Control Panel.

2. Click Reclassifications under the Processes section to display the Reclassifications grid.
   

3. To export a Summary Report, click the Export > Summary Report. This downloads a summary of all reclassification journals.
   

   
   

4. To export a Detailed Report, select a reclassification journal from the grid, then click Export > Detailed Report.

   Notes:

   • A reclassification journal must be selected to become active for the Detailed Report option.

   • Only one journal can be selected at a time. The detailed report will include all line items for the selected journal.

   

   
   

With this release, the Clear Data option for Reclassification journals has been introduced, enabling you to bulk clear entries across multiple periods. This feature simplifies managing Reclassifications and reduces manual effort. Previously, clearing data required a manual process of making each row inactive. Click here to learn more about you to clear a post Reclassification entry.

To use the Clear Data functionality, users must have appropriate access. This can be configured in the Security window, where a new checkbox labeled Unpost/Clear Data under the Processes tab controls access to this option.

Ensure access is appropriately provided to those managing reclassification journals to perform Clear Data. Click here to learn more about the Security option.

How to Clear Reclassifications Data?

To clear the data posted in the Reclassification journals, do the following.

1. Navigate to Consolidation to open the Consolidation Control Panel.

2. Click Reclassifications under Processes. The Reclassifications grid appears.
   

3. Select Reclassification journals and click Clear Data under Entry Actions. The Clear Reclassification dialog appears.
   

4. Complete the following selections:

   1. The Scenario field is read-only and indicates the selected scenario that will be used when posting Reclassification entries.

   2. Select the fiscal Year by using the calendar icon.

   3. Select the Period by selecting a month range from the dropdown.

   4. 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.
      

      
      

5. Click Clear Data. The Clear Reclassification Data dialog is closed.
   
   
   A message appears indicating that the Reclassification Clear Data request is submitted. After completion of clearing of data it includes a link to navigate to the Detail View for status.

With this release, we have introduced a new Reclass option in the Reporting section and the ability to determine the posting type for reclassification journals dynamically. This enhancement streamlines the reclassification process by reducing the need to create multiple journal entries when managing both local currency (LC) and common currency (CC) companies.

This Reclass checkbox is available in the Reporting section beside the Same as Source option.

When the Reclass option is selected, the system dynamically determines the posting type based on the company type.

• For LC Companies, the entry will be posted as Reclass LC.

• For CC Companies, the entry will be posted as Reclass CC.

To change the Target type line for a reclassification entry, do the following:

1. Navigate to Consolidation to open the Consolidation Control Panel.
    

2. Click Reclassifications under Processes. The Reclassifications grid appears.

3. Select a Scenario, Period, and Company.

4. Click Add. Click here to learn more on how you can add the reclass entry. You can also change the posting type for an existing reclassification entry. Click here to learn how to edit a reclassification entry.

5. In the segment columns grid, click the Add icon to add values for new reclassifications and then proceed to modify the reporting value for the Target Type. For existing reclassifications, proceed to modify the Reporting value for the Target Type.

   Note:

   In the Target type line, the default value for segment columns is always set to Same, and the default selection in the Reporting section is always Same as Source.

   

6. Click the Same value in the Reporting column for the selected Target Type.

7. Uncheck the Same as Source option located on the right.

8. Select Reclass. The Reporting value will now be updated to Reclass.
   

   
   

9. Click Save to confirm your changes.

Areas Updated with the Reclass Option

The Reclass option will be seen in the following areas:

• The Reporting field in the Selection Criteria section of Clear Data now includes the Reclass option for both LC and CC companies.

  

  
  

• The Reporting field in the Selection Criteria section also includes the Reclass option for both LC and CC companies.
  

  
  

• Similarly, when designing a dynamic report, you will be able to select the Reclass option for both LC and CC companies for the Report dimension as shown below:
  

  
  

With this release, source members will no longer be locked after creating a sibling hierarchy. Previously, source and sibling hierarchy members were locked after the creation of sibling hierarchies, which restricted the consolidation process or other actions. Now, source members will remain in their original state after creating sibling hierarchies.

Let us understand this with an example:

The image below shows the original state of the source hierarchy before creating the Sibling Hierarchy.

When a sibling hierarchy is created (for example, Target), the source hierarchy is locked as shown below:

After this release, the source hierarchy will remain in its original state after the sibling hierarchy is created.