- 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
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- Best Practices and Tips
- Enumerations
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- Transaction Data Extract APIs
- Planful API Library
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- Application Audit
- Application Audit Details - Audit Area
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- 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
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- 2025 Release Notes
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- 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
- 14 Minutes to read
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Data Seeding
- 14 Minutes to read
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What is Data Seeding?
The term "data seeding" refers to the concept of using the Planful templates and any data you load to the system to feed data while a new budget or forecast scenario.
Users may need to transfer data from existing scenarios to new scenarios rather than generate new scenarios from scratch. In such cases, Data seeding allows you to quickly populate a new budget or forecast (target) scenario with data from another (source) scenario.
Data seeding can be done based on the setup you perform on the Scenario Setup page. You control data seeding based on your business needs and the selections you make.
Planful offers the following capabilities for seeding:
- Seeding of data from any other scenario (including Actual).
- Seeding of templates, notes, and template sub-lines from another scenario.
- Seeding of overlapping periods and mismatched template structures.
A scenario can have many template types. The seed behavior varies based on the template type you are seeding from (source).
How to create a new seed scenario
- Access the Scenario Add page by navigating to Maintenance > Admin > Scenario Setup.
- Click the Add button.
- Select the reference scenario in the data seeding page, from which you can copy the templates, notes, sublines, or dynamic journals.
Seeding Options on the Add Scenario Page - Data Seeding
In the Data Seeding page, click the Enable Data Seeding checkbox to select more options for seeding. Now you will be able to see two more labels such as Reference Scenario and Seed Data From.
Reference Scenario
Using the Reference Scenario, you can copy templates, notes, sublines or dynamic journals (by clicking the checkbox(es)) to the target from the scenario selected in the Scenario drop-down list.
In the below example, Templates and Notes are copied from the 2023 Forecast Scenario.
Seed Data From
The Data can be seeded from source to target using any of the following three options based on the business need.
- Reference scenario
- Varying Scenario and Period Selection
- Reference Scenario with Overlapping Periods
1. Reference scenario
This option helps to copy data from source to target. The source data might have both open and closed periods. When you have data for closed periods, you can choose whether to include it or not in the target scenario.
When the target scenario has less period compared to source scenario, with the help of Copy Actual Data from Closed Periods checkbox data will be copied to target scenario open periods.
- If you click the Copy Actual Data from Closed Periodscheckbox, this will ensure that the closed period data is also copied to the target scenario.
- For instance, let's say you want to seed data from 2022 Forecast (source scenario) to Budget 2023 (target scenario). The 2022 Forecast scenario may have 24 months of data, including 3 closed periods and 21 open periods. In the checkbox-enabled case, 3 months of closed period data and 21 months of open period data from the 2022 Forecast will be copied to Budget 2023.
- For instance, let's say you want to seed data from 2022 Forecast (source scenario) to Budget 2023 (target scenario). The 2022 Forecast scenario may have 24 months of data, including 3 closed periods and 21 open periods. In the checkbox-enabled case, 3 months of closed period data and 21 months of open period data from the 2022 Forecast will be copied to Budget 2023.
- If you leave the Copy Actual Data from Closed Periods checkbox unchecked, this will help you to copy only the open period data.
- For instance, let's say you want to seed data from Forecast 2022 (source scenario) to Budget 2023 (target scenario). The Forecast 2022 scenario may have 24 months of data, including 3 closed periods and 21 open periods. In the checkbox disabled case, only 21 months of open period data from Forecast 2022 will be copied to Budget 2023.
- For instance, let's say you want to seed data from Forecast 2022 (source scenario) to Budget 2023 (target scenario). The Forecast 2022 scenario may have 24 months of data, including 3 closed periods and 21 open periods. In the checkbox disabled case, only 21 months of open period data from Forecast 2022 will be copied to Budget 2023.
How line and template type for these selections are seeded?
Line types for these seeding selections are seeded as follows:
- Lines with Account Mapping - Seeds from Reference Scenario selection.
- Lines without Account Mapping - Seeds from Reference Scenario selection for open, closed and history periods.
- Calculated Lines with Account Mapping - Formula and result seed from Reference Scenario selection for open periods. For closed periods and history lines in Forecast scenarios, data seeds directly from the Destination Account associated with the template line versus the Seed From Scenario. For example, if you have a calculated line linked to a destination account, the destination account details will seed versus the formula.
- Calculated Lines without Account Mapping - Formula and result seed from Reference Scenario scenario selection for open, closed and history periods.
- Global Fields - Seeds from Reference Scenario selection.
- Spreads - Spread value and code seeds from Reference Scenario selection.
- Other History Periods - Seeds based on History Reference scenario mapping by period.
- Run Simulation Engine? - No
Template types and related lines for these seeding selections are seeded as follows:
- Capital Templates/Capital Template Type Lines - For Capital templates, data and formulas entered in budget periods is seeded to closed periods for a Forecast scenario. Global fields, spreads, and sublines are not applicable for Capital template types. Justifications and notes seeded from the Reference scenario. The template structure is seeded from the Reference scenario with associated assets and asset attributes (such as purchase month, depreciation start month, units, rate, amount, etc.), which will seed as budgeted in the source scenario. Calculated line formulas will be seeded as part of the template structure.
- Initiative Templates/Initiative Template Type Lines- Seeded from the Reference scenario. Global fields, spreads, and sublines are not applicable for Initiative template types.
- Initiative Assets - Seeded from Reference scenario.
- Initiative Expense Line Item Categories - Seeded from Reference scenario.
- Initiative Revenue Line Item Categories - Seeded from Reference scenario.
- Initiative Approval Workflow History - Seeded from Reference scenario.
- Initiative Approval Workflow - Seeded from Reference scenario.
- User -Define Initiative Attributes - Seeded from Reference scenario.
- HR Template/HR Template Type Lines- All data seeded for all matching periods. Global fields, spreads, and sublines are applicable for template based HR types in the compensation tabs.
- Compensation Data - Data and structure seeded from Reference scenario.
- Employee and Employee Type Details - Employee and employee type detail seeded from the Reference scenario.
- Lines with Account Mapping - History and Closed periods data will be seeded based on destination account mapping. Budget periods data will be seeded from the Reference scenario.
- Lines without Account Mapping - Data will be seeded from the Reference scenario for History, Closed and Budget periods.
- Calculated Lines with Account Mapping - History, and Closed periods data will be seeded based on destination account mapping. Budget periods data will be seeded from template setup.
- Calculated Lines without Account Mapping - Data will be seeded from the template setup.
2. Varying Scenario and Period Selection
Also known as Change by Period method. Sometimes you might need to copy data from multiple scenarios and different periods to the target scenario. This method helps you to copy the data from different Source Scenarios and Period to target scenario.
Here is an example of data copied from different Source scenario to target.
How line and template type for these selections are seeded?
Line types for these seeding selections are seeded as follows:
- Lines with Account Mapping - Seeds data from the mapped period (for the scenario periods).
- Lines without Account Mapping - Seeds from Reference Scenario selected. For closed periods and history lines, Actual data is seeded
- Calculated Lines with Account Mapping - Formula and result seed from the Reference Scenario selection. For closed periods and history lines in Forecast scenarios, data seeds directly from the Destination Account associated with the template line versus the Seed From Scenario. For example, if you have a calculated line linked to a destination account, the destination account details will seed versus the formula.
- Calculated Lines without Account Mapping - Formula and result seed from the Reference Scenario. For closed periods and history lines, Actual data is seeded.
- Global Fields - Seeds from Reference Scenario selection.
- Spreads - No Spread code or value seeded when the account mapping is defined.
- Other History Periods - Seeds based on History Reference scenario mapping by period.
- Run Simulation Engine? - Yes
Template types and related lines for these seeding selections are seeded as follows:
- Capital Templates / Capital Template Type Lines - For Capital templates, data and formulas entered in budget periods is seeded to closed periods for a Forecast scenario. Global fields, spreads, and sublines are not applicable for Capital template types. Varying Scenario and Period Selections data seeding is not applicable for Capital templates. So no data seed happens by period. ONLY the template structure will seed from the Reference scenario to the target scenario.
- Initiative Templates/Initiative Template Type Lines- Varying Scenario and Period Selections data seeding is not applicable for Initiative templates. So, no data seed happens by period. ONLY the template structure will seed from the Reference scenario to the target scenario.
- Initiative Assets - Template structure seeded only. Initiative assets not seeded.
- Initiative Expense Line Item Categories - Template structure seeded only. Initiative expense line item categories not seeded.
- Initiative Revenue Line Item Categories - Template structure seeded only. Initiative revenue line item categories not seeded.
- Initiative Approval Workflow History - Template structure seeded only. Initiative approval workflow history not seeded.
- Initiative Approval Workflow - Template structure seeded only. Initiative approval workflow not seeded.
- User -Define Initiative Attributes - Template structure seeded only. Initiative user-defined attributes not seeded.
3. Reference Scenario with Overlapping Periods
When the template structure does not match or there are overlapping periods, the application automatically adjusts template structure and formulas so that the structure of the year in the source scenario matches the structure in the target (new) scenario.
For example, let’s say you have a scenario called Forecast 2022. Forecast 2022 starts in 2022 and ends in the year 2024.
Now, you want to create a new scenario called Forecast 2023, which starts in the year 2023 and ends in 2025. You want to seed the data and the template structure from Forecast 2022 to Forecast 2023. Data from the Forecast 2022 scenario, year 2023 seeds to year 2023(target scenario), year 2024 seeds to year 2024(target scenario).
And, last month of the year 2024 (Dec) seeds to all the months of the year 2025 for Forecast 2023.
Seed all from Reference Scenario
Also known as Mirror copy scenario. In this concept, data will be seeded from the source scenario to the target scenario. Source scenarios in seed data from the section will be filtered based on the target scenario fiscal year.
How to select a source scenario
- Go to General Information and add the target Scenario details including the Fiscal year.
- Now go to Data Seeding tab and click both the Enable Data Seeding and Seed all from Reference Scenario checkboxes.
- Select the source scenario from the Scenario dropdown and click Save.
Line types for these seeding selections are seeded as follows:
- Lines with Account Mapping - Seeds from Seed Data From selection.
- Lines without Account Mapping - Seeds from Seed Data From selection for open, closed and history periods.
- Calculated Lines with Account Mapping - Formula and result seed from Seed Data From selection for open periods. For closed periods and history lines in Forecast scenarios, data seeds directly from the Destination Account associated with the template line versus the Seed Data From scenario. For example, if you have a calculated line linked to a destination account, the destination account details will seed versus the formula. Let's say you have a Calculated (CALC or C) line in an Operating Expense template you are seeding data from. Calculated lines have a calculation formula defined for the row. Calculated lines with a mapping have a Destination Account linked. When seeded, the formula and result of the calculation seed from the Seed Data From scenario (selected on the Scenario Add page) for open periods. For closed periods and history lines in Forecast scenarios, the result of the account mapping completed during template setup is seeded. If no account mapping, Actual data is seeded.
- Calculated Lines without Account Mapping - Formula and result seed from Seed Data From scenario selection for open, closed and history periods.
- Global Fields - Seeds from Seed Data From selection.
- Spreads - Spread value and code seeds from Seed Data From selection.
- Other History Periods - Seeds based on History Reference scenario mapping by period.
- Run Simulation Engine? - No
Template types and related lines for these seeding selections are seeded as follows:
- Capital Templates/Capital Template Type Lines- For Capital templates, data and formulas entered in budget periods is seeded to closed periods for a Forecast scenario. Global fields, spreads, and sublines are not applicable for Capital template types. All data seeded for all matching periods. Justifications and notes seeded from the Seed Data Fromscenario. The template structure is seeded along with all assets and associated asset details (i.e. data for capital expenditure accounts). Calculated line formulas will be seeded as part of the template structure.
- Initiative Templates/Initiative Template Type Lines - All data seeded for all matching periods. Global fields, spreads, and sublines are not applicable for Initiative template types.
- Initiative Assets - Seeds from Seed Data From selection.
- Initiative Expense Line Item Categories - Seeds from Seed Data From selection.
- Initiative Revenue Line Item Categories - Seeds from Seed Data From selection.
- Initiative Approval Workflow History - Seeds from Seed Data From selection.
- Initiative Approval Workflow - Seeds from Seed Data From selection.
- User -Define Initiative Attributes - Seeds from Seed Data From selection.
- HR Template/HR Template Type Lines- All data seeded for all matching periods. Global fields, spreads, and sublines are applicable for template based HR types in the compensation tabs.
- Compensation Data - Data and structure seeded from Seed Data From scenario.
- Employee and Employee Type Details - Seeded from Seed Data From scenario.
- Lines with Account Mapping - Seeded from Seed Data From scenario.
- Lines without Account Mapping - Seeded from Seed Data From scenario.
- Calculated Lines with Account Mapping - Seeded from Seed Data From scenario.
- Calculated Lines without Account Mapping - Seeded from Seed Data From scenario.
Subline Seeding Functionality
We support seeding of subline data entered in the subline template. For example, enter data in a subline for Template ABC, Entity 1, and Forecast 2022 Scenario. Now, seed everything from Forecast 2022 to Forecast 2023. Run Simulation Engine. The subline data is copied over to Template ABC, Entity 1, Forecast 2023 Scenario.
Seeding of subline data can be done from any source scenario; reference or varying scenario and period selections, and also overlapping scenario.
Seeding Formulas
The Data Seeding logic ensures that the formulas are automatically adjusted. For example, when there is a formula in the first period of 2022, that same formula will reflect in the first period of 2023.
When data is manually entered in a template and then the related scenario is seeded, the data is copied to the appropriate target scenario template. For example, if a user entered 10 dollars in the first period of 2023, the same 10 dollars reflects in the seeded target scenario in the first period of 2023. The same holds true for currency exchange rates and Workforce Planning data. This logic is shown below.
Simulation Engine must be executed on the templates seeded from the source to the target scenario so that the formulas and values are properly calculated. Optionally, you can just open and save each template, which works the same way.
Seeding of formulas can be done from any source scenario; Reference scenario, Varying Scenario and Period Selection, or Reference Scenario with Overlapping Periods.
Best Practices for Seeding of Formulas
- Execute/schedule a Simulation Engine process after the target scenario is saved (seeded) on the Add Scenario page.
- Use simple formulas in templates versus complex. An example of a complex formula is to perform a Get (i.e. Get 2022 data + 10% ). An example of a simple formula is to compute the previous year same period + 10%.
Seeding Non-Template Data
The new data seeding logic supports the seeding of data entered via other sources. For example, enter data via Data Load Rules or Journals and it will be seeded.
Seeding of non template data can be done from any source scenario; reference or varying scenario and period selections, and also overlapping scenario.
Understanding Template Behavior When Seeded
The following table represents the template types where seeding is available and where you can seed templates and related data from the Reference scenario using the Varying Scenario and Period Selection approach.
Template Type | Data Seed Approach | |
Varying Scenario and Period Selection | Reference Scenario | |
Block | ![]() | ![]() |
Capital | n/a | ![]() |
Workforce Planning | n/a | ![]() |
Initiative | n/a | ![]() |
Global Template Single Copy | ![]() | ![]() |
Global Template Entity Copy | ![]() | ![]() |
Line Item | ![]() | ![]() |
* The behavior of this seed is different when compared to the other template types and resembles a Varying Scenario and Period Selection seed. |
n/a means that Varying Scenario and Period Selection is not supported. For example, for the Capital module, if you do a data seed using the Varying Scenario and Period Selection option, the key driver is the account mapping. This means that the data at the asset level is not copied because assets have no mapping to the chart of accounts directly.
Seeding Time Sets When You Have Overlapping Periods
Seeding of data and the structure of templates with Time Sets of the same frequency (i.e. Quarterly, Yearly) when you have overlapping periods is supported. This functionality works for uniform Time Sets. For example, if a template has Time Sets as All Months, All Quarters or All Years then seeding will be allowed. Custom Time Sets (like - MM - QQ -YY or MM - QQ) will not be seeded.