Configuration

The first step to setting up the Reporting application is to complete configuration tasks. Configuration tasks allow you to set parameters by which you will build your Reporting application upon to create your personalized Reporting experience.

Access the Configuration Task List page by navigating to Maintenance > Admin > Configuration Tasks.

1. Access and complete each task under General Financial Configuration.

   Define Financial Segments - Define the name and number of business segments for your Planful application. Segments are also referred to as dimensions and make up your Chart of Accounts. You must define at least two segments, but no more than eight apart from the system-defined segments (i.e. Time, Measure, Scenario). Out of the eight user-defined segments, one segment must represent a legal entity and the other segment must represent a natural account.

   Define Financial Budget Entity - Define business segments. Your budget hierarchy entity selections will be populated based on the segments selected here.

   Define Fiscal Year - Establish the start and end of your organization’s fiscal year, including the number of periods associated with the fiscal year. Define roll-up levels and quarter members. Roll-up levels allow for additional time frequencies in a calendar. The lowest level is month. You will not be able to edit the names of the levels unless the periods per fiscal year is great than 12.

   Define Budget Parameters - Define the number of years budgeted at one time and the number of compare scenarios accessible while entering a budget. Compare scenarios allow you to compare historical actuals, data from a prior period in the budget cycle, etc. This is used for the Planning module.

   Define Currency Parameters - Define common currency, conversion basis, and interim currency parameters

2. Now that you've defined the structure, you've got to decide how you will your load data to the Planful structure. Under Data Integration Configuration, configure the appropriate task based on your data load plan. There are several options to load data to Planful in addition to Web and Cloud Services.

   For information on all options available to load data to Planful, see Loading Data to Planful.

   Web Service Access - Define security access to import data from an external source into the Planful application through Web Services. Additionally use the Web Service Access page to notify users when data is loaded to Planful via Web Services.

   Descriptions of fields on this page are provided below.

   • API - Enable or disable Web Service Access.

   • Web Service URL - Default URLs needed to connect with the Planful application through a session-state or state-free authentication.

   • Available User(s) - A list of all users created via User Management or loaded via Data Load Rules.

   • Email User(s) - A list of all users who will receive emails whenever data is loaded into the Planful application through Web Services. Use the arrow buttons to add or remove email users.

   • More information on Web Services is provided in the Loading Your Data to Planful section.
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   Cloud Services - Access the Cloud Services page to configure Box integration. Planful Cloud Scheduler - Data Load Rule functionality is fully integrated with Box. This means that you can place a file on Box and schedule a data load rule in Planful to load the file (and all contents) to the Planful application.

   You can load data to Planful from Google Drive. Additionally, you can use the NetSuite data connector to integrate Planful with NetSuite.

3. Define the Reporting Areas (Reporting Cube). Planful Reporting Cubes are multi-dimensional structures defined by a set of dimensions and measures used to analyze data for reporting purposes.

Configure the Workforce Reporting Area if you plan to report on Workforce data.

See the Workforce Reporting topic.

Configure this task to limit users to a maximum number of parallel sessions per user ID. Exceeding the maximum number will result in a message indicating that the user has exceeded the maximum number of sessions and return the user to the login page.

Planful allows a user ID to be logged in from multiple locations and multiple devices. Administrators have the option to restrict the number of parallel sessions a user is logged into in order to comply with security policies.

Access the Configuration Task List page by navigating to Maintenance >Admin >Configuration Tasks. Select Define Login Restrictions - Configure IP Restrictions.

This configuration is optional and is applicable to login requests from a web browser only. By default, no restrictions are configured.

1. Select the Enable IP Restrictions checkbox.

2. For Add IP address, enter the address or address range you want to restrict. Enter an IP address (IP4 format), range of IP addresses, or CIDR (Classless Inter-Domain Routing) in which you want to restrict access to your Planful application.
   Note:

   Classless Inter-Domain Routing is a method for allocating IP addresses and routing Internet Protocol packets.

3. Click the Add button to add the IP address, range of IP addresses, or CIDR to the Trusted IP addresses box. Users in this list logging in with a support IP address will be allowed to access Planful. If the IP address is not listed here, the user will be denied access. Select an IP address and click the Delete button to remove the address from the Trusted IP addresses box.

4. Select the Exempt All External User(s) checkbox so that external users are not required to meet IP address restrictions. For example, if you need a Planful Support employee to access your application, that person is considered an external user. For a list of external users, access the User Management page under Maintenance.

• Unmapped User/User Group– a list of all users and user groups. Select a user and click the forward arrow to provide that user or user group with exempted restriction.

• Mapped User/User Group - a list of all users and user groups that are exempt from the restriction. To remove a user, select the user and click the back arrow.

With Collaboration, (Socialcast's integration into Planful) you will be able to communicate and collaborate on a particular artifact (Scenarios, Reports). User communications are enabled at a granular level.

For detailed information on everything related to configuring, setting up and using Collaboration, click here.