- Getting Started
- Dynamic Planning
- Dynamic Planning Overview
- Write Back
- Aggregation Process
- User Security
- Direct Access to PCR Model
- Frequently Asked Questions
- Download & Installation
- SpotlightXL
- Analyze
- Report
- Excel Report
- Spotlight for Office
- Model
- Manage
- Token Management
- Write Back
- Dynamic Planning How to Load an External Data Source into a Master Model (Legacy)
- Spotlight Web
- Spotlight for Google Sheets
- Breakback
- Dynamic Planning API Library
- Base URL
- List of APIs
- Append Attributes (Master and Analytic Models)
- Sample Payload for Creating or Appending Attributes and Specifying the Member-Attribute Mapping
- Sample Payload for Updating the Member-Attribute Mapping for Previously Saved Attributes
- Response
- Parameters
- Sample Payload for Creating or Appending Attributes (Without Display Labels, Without Specifying the Member-Attribute Mapping)
- Sample Payload for Creating or Appending Attributes With Display Labels (Without Specifying the Member-Attribute Mapping)
- Append Dimension Members (Master and Analytic Models)
- Calculation Run (Master and Analytic Models)
- Calculation Status (Master and Analytic Models)
- Clear Data (Master and Analytic Models)
- Clear Leaf Data (Master and Analytic Models)
- Export Dimension / Attribute Hierarchy (Master and Analytic Models)
- Export Leaf-Level Data (Scoped) (Master and Analytic Models)
- Load Data (Master and Analytic Models)
- Clear Data (External Source Models)
- Clear Dimension Members (Metadata) (External Source Models)
- Export Leaf-Level Data (Scoped) (External Source Models)
- Load Data (External Source Models)
- Load Dimension Members (Metadata) (External Source Models)
- Create Users and Groups (User Management)
- List Users and Groups (User Management)
- Dynamic Planning: Group Access API
- How-Tos
- Dynamic Planning: How to Create a Report Based Off Multiple Models
- Dynamic Planning: How to Create a Report Based Off an Existing Report
- Dynamic Planning: How to Configure the Number of Invalid Login Attempts
- How to Open a Second Instance of SpotlightXL
- Dynamic Planning: How to Update a Dimension Hierarchy Without Clearing a Model
- Dynamic Planning How to Use Variables in Views and Reports
- Dynamic Planning How to Use the Metadata Viewer
- Dynamic Planning How to Use Excel Based Formulas
- Dynamic Planning How to Use Drag, Drop, Pivot, and Zoom Actions to Analyze Data
- Dynamic Planning How to Use Currency Exchange Rates
- Dynamic Planning How to Unlock a Locked User
- Dynamic Planning How to Use Change Data Tracking
- Dynamic Planning How to Specify Match Criteria
- Dynamic Planning How to Share a POV Dimension Across Models in a Report
- Dynamic Planning How to Set up a Power User with Access to Everything
- Dynamic Planning How to Select Data and Member Design Manager Options to Populate Report Values
- Dynamic Planning How to Save Data on Attributes for Views and Reports
- Dynamic Planning How to Restore a Model
- Dynamic Planning How to Perform Multi-Tab Analysis
- Dynamic Planning How to Lock Members in a View or Report to Prevent Modification
- Dynamic Planning How to Lock and Unlock Scaling
- Dynamic Planning How to Lock a Model to Prevent Modification or Clearing
- Dynamic Planning How to Lock a User and Prevent Sign On
- Dynamic Planning How to Generate a Model
- Dynamic Planning How to Filter Members Using Design Manager
- Dynamic Planning How to Download Data from the Structured Planning, Consolidation, and Reporting Applications into Dynamic Planning
- Dynamic Planning How to Delete a Model
- Dynamic Planning How to Define Multiple Number Formats for Dimension Members in Views
- Dynamic Planning How to Define Dimension Security
- Dynamic Planning How to Create Dimensions as Attributes
- Dynamic Planning How to Create and Load External Source Models
- Dynamic Planning How to Create a View and Specify Properties
- Dynamic Planning How to Create a Report off a Model and a View
- Dynamic Planning How to Create a Map
- Dynamic Planning: How to Clear a Model
- Dynamic Planning How to Cascade a Report
- Dynamic Planning How to Apply Scope to a Model
- Dynamic Planning How to Add or Delete Dimensions from a Model
- Dynamic Planning How to Add a Leaf Level Member to a Hierarchy
- Dynamic Planning How to Add a Chart to a Report
- Dynamic Planning How to Work with Model, View, and Report Folder and Organization Functionality
- Dynamic Planning How to Lock Dimension Members
- Dynamic Planning How to Find Data Cells Quickly
- Dynamic Planning How to Define Substitution Variables
- Dynamic Planning How to Backup a Model
- Dynamic Planning How to Add a Group and User Group
- Refrences
- Ref1
- Dynamic Planning Publishing and Opening Excel Reports, Word Reports, and PowerPoint Reports
- Purpose of Breakback
- Breakback Types
- Example Substitution Variable Expressions
- Prerequisites
- Install Planful Spotlight Add-on for Google Sheets
- Log in to Planful Spotlight Add-on
- Single Sign-On (SSO) for Planful Spotlight on Google Sheets
- Reports
- Using Breakback Summary
- Breakback and Data Locking
- Limitations
- Running Breakback from a Calculation
- Account Details
- Dynamic Planning User Groups
- Dynamic Planning Model Validation
- Dynamic Planning: Calculation Scheduler Option in Spotlight Web
- Spotlight User Summary
- Dynamic Planning Spotlight User Guide Supported Chart Types and Formatting on the Web
- Dynamic Planning Spotlight User Guide Report Task
- Dynamic Planning Spotlight User Guide Model Task
- Dynamic Planning Spotlight User Guide Analyze Task
- Creating and Formatting a Chart in PowerPoint or Word with Spotlight for Office
- Copying Spotlight Formulas from an Excel View or Report to PowerPoint
- Username and Password Security
- To launch Spotlight independently from a web browser:
- To launch Spotlight from the Planful application
- Supported Browsers
- Model
- Report
- Analyze
- Overview
- Dynamic Planning: Group Access
- About Dynamic Planning
- Spotlight versus SpotlightXL
- User Roles
- User Role Permission, Access, and Security
- User Types
- Unified Tenant
- Quick Summary of How to Assign or Restrict Access
- User Roles, Access, and Security
- Introduction to SpotlightXL
- Username and Password Security
- Accessing SpotlightXL
- Manage
- Model
- Report
- Analyze
- Overview
- Dynamic Planning Analyze Task
- SpotlightXL User Summary
- Dynamic Planning: SpotlightXL and Spotlight for Office Installation
- Using Dynamic Commentary in Excel Reports
- Dynamic Planning Global Settings for View and Report Properties
- Dynamic Planning SpotlightXL User Guide Function Support
- Dynamic Planning View and Report Permissions
- Dynamic Planning Using Substitution Variables and Expressions with Excel Reports
- Dynamic Planning SpotlightXL User Guide Chart Formatting and Types
- Dynamic Planning Sharing Excel Reports with People without a Dynamic Planning License Using Snapshots
- Dynamic Planning Setting Up Excel Reporting Security
- Dynamic Planning Setting Up Excel Reporting
- Dynamic Planning Setting Up an Assumptions Worksheet
- Dynamic Planning Report Design Using Substitution Variables and Expressions
- Dynamic Planning Repeat Headers Across Multiple Pages
- Dynamic Planning Refreshing and Formatting Excel Reports
- Dynamic Planning Overview of Excel Reporting
- Dynamic Planning Negative Amounts in Reports
- Dynamic Planning Navigation Access
- Dynamic Planning Multi-Tab Reporting
- Dynamic Planning Model Task in Excel
- Dynamic Planning Report Task
- Dynamic Planning Cascade Reporting
- Dynamic Planning Application Administration
- Creating Formulas in the External Source Model using Model Manager
- Creating Fields in the External Source Model using Model Manager
- Creating an External Source Model using Model Manager
- External Source Model Process
- List of Key External Source Model Features
- External Source Model Overview
- External Source Model Benefits
- Guard Rails
- Model Manager in Spotlight Honors User Group Security for all ESM Artifacts
- Drill Through in Views Accessed Via SpotlightXL or Spotlight Honor Group Access for ESMs
- Calculations in SpotlightXL Honor Group Access for ESMs
- Group Access to ESM Views
- Model Permissions for ESM Models
- Managing Group Access
- External Source Model DLR- Calculations tab Introduced
- Arabic and Chinese character support for ESM Data Load
- Examples of Include in Clear Data Loads
- Example of Creating a Data Load Rule for an External Source Model
- Using External Source Models in the Data Load Rule Definition Screens
- Best Practice Recommendations
- Details and Limitations
- Quick Summary
- Loading Data into the External Source Model
- External Source Model Field Types, Expressions, and Formulas
- Dynamic Planning External Source Model
- Dynamic Planning Export Data
- Transferring Data from One External Source Model to Another External Source Model
- Transferring Data from Analytical Model to ESM Model
- External Source Model Best Practices
- Backup and Restore of External Source Models
- Using Views to Input Future Opportunities into the Source Model
- Viewing the Data in the Master Model
- Using a Calculation to Load Data into the Master Model
- Defining a Map from Source Model to Master Model
- Creating a Master Model
- Loading Data into the Opportunity Data External Source Model
- Explanation of the DaysFactor Function
- Explanation of the Lookup Function
- Defining the External Source Model
- Viewing the Source Data
- Online Help, Support, Community, and Solution Hub
- Supported Browsers for SpotlightXL and Spotlight
- Automatic Signout
- Unique URLs for Artifacts
- Overview
- Where to Download SpotlightXL and Version Information
- What Version of SpotlightXL Am I Using?
- Incompatible SpotlightXL Error
- System Requirements
- Installing SpotlightXL and Spotlight for Office
- How to Use the ClickOnce Installer for Automatic Upgrades
- How to Use the InstallShield MSI Installer
- Upgrading SpotlightXL and Spotlight for Office
- Troubleshooting Tips
- ClickOnce Flexible Deployment
- Installation Best Practices
- User Roles
- View Formula in External Source Model
- Loading Data into External Source Models using PCR Data Load Rules
- Access to ESMs
- Step-by-Step Use Case for Forecasting Revenue Spread Over Time
- Dynamic Planning Data Locking
- Dynamic Planning Model Substitution Variables
- Dynamic Planning Model Lookup
- Dynamic Planning Groups
- Accessing Spotlight
- Dynamic Planning: Spotlight for Office User Guide
- Dynamic Planning: Admin Guides
- Dynamic Planning: Integration Admin Guide
- Overview
- Definitions
- Model Design - Connecting to the Structured Planning, Consolidation, and Reporting Applications
- Model Design - Setting up the Source Model in Dynamic Planning
- Model Design - Validation Report for Duplicate Members
- Model Design - Setting up the Target/Master Model using a Map
- Model Design - Target Model Design
- Populating the Source Model - Data Download
- Clearing the Source Model
- Populating the Target Model
- Viewing the Default Calculation
- Model Statistics
- Maintaining and Refreshing the Model
- Dynamic Planning: New Improved Aggregation Process
- Using Drill-Through
- Views and Reports
- Ability to Automatically Add Members When Writing Data Back From Dynamic Planning to Structured Planning, Consolidation, and Reporting
- Integration Admin Options
- Dynamic Planning: User Setup and Security Guide
- Overview
- Assign User Group Access to Models, Reports, and Views
- Quick Summary of How to Assign or Restrict Access
- Set up a Contributor User with Access to Specific Models
- Definition of Security Levels
- Set up a Reviewer User with Access to Specific Models, Views, Reports, and Dimension Members
- Set up a Power User with Access to Everything
- Dynamic Planning: Model Manager, Setup in Planful Applications
- Dynamic Planning: Best Practices for Model Building, Model Refresh, and Model Restructure
- Dynamic Planning: Integration Admin Guide
- Dynamic Planning: Subject Matter Guides
- Report Collection for Dynamic Planning
- Dynamic Planning: Best Practices for Model Building, Model Refresh, and Model Restructure
- ESM (External Source Models) Canvas
- Analyze
- Dynamic Planning: Using Direct Access (aka Direct Connect) to PCR Financial Reporting
- Key Benefits of Direct Access Models
- Setting Up the Connection to PCR
- Creating Users
- Creating a Direct Access to PCR Model
- Metadata Dimension Security for the Scenario Dimension
- Support for PCR Attributes, Attribute Hierarchies, and Alternate Hierarchies
- Adding Attributes, Attribute Hierarchies, or Alternate Hierarchies to Existing Direct Access Models
- Creating a Direct Access Model with Attributes, Attribute Hierarchies, or Alternate Hierarchies
- Viewing Attributes, Attribute Hierarchies, or Alternate Hierarchies in Spotlight Model Manager
- Viewing Attributes, Attribute Hierarchies, or Alternate Hierarchies in SpotlightXL Model Setup
- Support for _Attribute_Default in Direct Access to PCR Models
- Support for PCR Substitution Variables and Derived Variables
- Viewing PCR Substitution Variables and Derived Variables in SpotlightXL
- Using PCR Substitution Variables and Derived Variables in Reports at Runtime
- Adding Substitution Variables and Derived Variables to Existing Direct Access Models
- Creating a Direct Access Model with PCR Substitution Variables and Derived Variables
- Adding PCR Substitution Variables, Derived Variables, and Expressions to Reports
- Reporting and Analysis Primer
- Multiple POV Selections in SpotlightXL and Spotlight for Direct Connect Models
- Reporting Dimension Custom Labels Displayed in Direct Connect Models
- Support for PCR Cube Default Members for System-Defined Dimensions in New Views, Formatted Reports, and Excel Reports
- Support for Drill Through in Direct Connect Models in Both SpotlightXL and Spotlight
- Maintenance Options
- Information for Experienced Power and Contributor Users
- Converting a Master Model into a Direct Access to PCR Model
- Dynamic Planning Converting a Master Model into a Direct Access to PCR Model
- Using Direct Access (aka Direct Connect) to PCR Financial Reporting
- Dynamic Planning: Predict Signals
- Dynamic Planning: How To Tasks
- Dynamic Planning How to Add a User
- Dynamic Planning Manage Task
- Ref1
- Structured Planning
- Tasks to Configure for the Planning Module
- Planning Control Panel Intro
- Template Input and View Modes
- Entity Workflow
- Dynamic Commentary in Planning Template
- Working with Reports
- Workforce Planning - Classic UI
- MyPlan Guides
- MyPlan User Guide
- Accessing MyPlan
- Dissecting the MyPlan Interface
- Retained In-Memory Actions
- How Actions Are Calculated
- Adjusting, Updating, Adding, and Editing Accounts in MyPlan
- How to Add New Headcount
- How to Edit a Headcount
- How to Add Multiple Employees at Once
- How to Edit Multiple New Hires at Once
- How to Add a Headcount Based on an Existing Headcount and Edit Details
- How to Add an Asset
- How to Delete a Headcount
- How to Add an Asset Not Yet Budgeted
- How to Add An Asset for a Budget Entity When the Asset Definition Does Not Exist
- How to Edit an Asset
- How to Update an Account
- Working with Templates in MyPlan
- Activity Manager
- How to Submit a Budget/Forecast
- Template Locking
- Limitations
- MyPlan User Options
- MyPlan Admin Guide
- MyPlan User Guide
- Capital Planning
- Initiative Planning
- Workforce Planning
- References
- Structured Planning Admin Guide
- Configuration
- Security Administration
- Currency
- Hierarchies and Entities
- Overview
- Why Hierarchies Are Needed
- Types of Hierarchies You Can Create
- Accessing the Hierarchy Management Interface
- Working in the Hierarchy Management Interface
- Setup Entity Type Hierarchies
- Financial Hierarchy Overview
- Setup Finance Hierarchies
- Understanding Calculated Members
- Calculated Member Example - Creating a Member and Including it in a Dynamic Report
- Load Data to Planful
- Scenario Setup
- Overview
- Description of Fields on the Scenario List Page
- Performing Scenario / Template Maintenance
- Scenario Types
- Creating a Budget Scenario
- Creating a Forecast Scenario
- Creating a Plan Scenario
- Creating a Preloaded Budget Scenario
- How to Delete a Scenario
- Global Fields
- Refreshing Actuals (Closed Period Data)
- Mapping Templates to Scenarios
- Securing Scenarios
- Why Secure Scenarios
- When to Secure Scenarios
- How to Secure Scenarios
- How to Provide a User with Edit and View Access to Scenarios
- How to Automatically Have Access to all Future Scenarios You Create
- How to Provide Scenario Access to Multiple Users at Once
- How to Set Up Scenario Security for Reporting Purposes
- Clear Data
- Additional Scenario Topics
- Compare Scenarios
- Intelligent Data Seeding with the Plan Scenario
- Data Seeding Without the Plan Scenario
- Reporting Area Admin
- Dimension Security
- Standard Reports
- Planning Templates
- What are Templates and Why are They Needed
- Template Types
- Template List Application Page
- Time Sets - Everything You Need to Know
- How to Add a Block Template Type
- How to Add a Global Template - Single Copy Template Type
- How to Add a Global Template - Entity Copy Template Type
- How to Add an Allocation Template Type
- How to Add a Capital Template Type
- How to Add an Workforce Planning Template Type
- How to Add an HR Template Type
- How to Add a Line Item Template Type
- How to Add an Initiative Template
- Template Setup
- Understanding Template Setup
- Understanding the Template Setup Application Page
- Template Line Types and Column Types
- Understanding Line Item Template Setup
- Understanding Capital Template Setup
- Understanding Initiative Template Setup
- Template Start and End Dates
- Avoiding Line Discrepancies Between Sub and Main Templates
- Reference Cube
- Setting Up and Applying Global Fields to Templates (Optional)
- Apply Global Fields to Template Lines Accessed from the Planning Control Panel
- What are Global Fields and Why are They Used
- Add a Global Field
- Map the Global Field to Another Scenario and Budget Entities
- Mass Upload Global Fields
- Map Global Fields to Templates for Budget Entity and Scenario
- Global Fields in the Planning Control Panel
- Input Global Field Data
- Setting Up and Using Spreads in Templates (Optional)
- Attributes
- Template Setup Examples
- What To Do Once Template Setup is Complete
- Simulation Engine
- User Management
- Loading Users to Planful
- Security Cheat Sheet
- User Groups
- Navigation Role and Access
- Two Step Verification
- Web Service Access
- SSO Users
- Locking Users Out of Planful
- Copying Users
- Approval Roles
- Approval Roles - What Are They and How Are They Used
- Example of a Typical Approval Role Configuration
- How to Add and Edit Approval Roles
- How to Bulk Export Approval Roles and Budget Entity Permissions for a Single User/All Users
- How to Bulk Import Approval Roles
- Understanding Operating Budget Template Actions for Approval Roles
- Understanding Initiative Budgeting Approval Actions
- Scenario Access
- Security for Add-Ins
- Data Integration Security
- Cloud Scheduler
- What is Cloud Scheduler and How Does It Benefit Me?
- Providing Users with Access to Cloud Scheduler
- Understanding Process Flow and Job Manager
- Description of Fields on the Process Flow Page
- How to Add A Process Flow
- Auditing Process Flows
- Overriding Substitution Variables for Report Collections and Financial Package When Running a Process Flow
- Description of Fields on the Job Manager Page
- Initiative Workflow
- Adding Assets to Initiatives
- Add an Initiative to the Initiative Template and Start Budgeting for that Initiative
- Open the Template in the Planning Control Panel
- Map the Initiative Template to a Scenario(s)
- Map Attributes to Initiatives
- Add Attributes
- Set up Attributes to Map to Initiatives
- Setup/Design the Initiative Template
- Set Up Categories
- References
- Workforce Planning Admin Guide
- Workforce Planning
- Define Compensation Items for Workforce Planning
- Description of Fields on the Compensation Item Page
- Compensation Basis Examples
- Add Compensation Items Overview
- Description of Fields on the Add Compensation Item Page
- How to Define Compensation Groups for Workforce Planning
- How to Define Workforce Attributes for Workforce Planning
- How to Define Employee Types for Workforce Planning
- Overview of Pay Plans - Workforce Planning
- How to Set Up Pay Plans - Workforce Planning
- What is Pays Setup and What is the Purpose of It
- How to Complete Pays Setup - Workforce Planning?
- Employees Application Page - Workforce Planning
- Personalize the Employee list page - Workforce Planning
- Description of Fields on Employee Add Page
- Automated Employee Processing
- How to Extract Allocated Employee Information
- Security Administration
- Workforce Defaults
- Add Employees & Details
- Templates
- Template Mapping
- User Access
- Reporting
- Employee Type
- Advance Search in Workforce Planning
- Workforce Planning
- Workforce Planning - Enhanced UI
- How-Tos
- Subject Matter Guides
- Workforce Planning Admin Guide
- Set Up Approval Roles for the New Template
- Add an Initiative Template
- Overview of Steps to Set Up Initiative Planning
- Inputting Data via the Planning Control Panel
- User Security
- Scenario and Entity Mapping
- Adding Capital Templates
- Setting Up Finance Mode Templates and Mapping Capital Budget Lines to Your General Ledger
- Adding Finance Modes
- Adding Assets
- Adding Asset Categories
- Configuring Time Sets
- Configuring Capital Planning Attributes
- Configuring Time Sets
- Reporting
- Structured Planning User Guide
- Snapshot introduced in Planning Control Panel
- Performing Template Input
- Template View Mode
- Template Notifications
- View User History of Any Template
- Global Templates
- Block Templates
- Workforce Planning Templates
- Capital Templates
- Initiative Templates
- Line Item Template
- Allocation Template
- Approvers
- Workforce Planning UI
- Snapshot Restore Guidelines
- Structured Planning Admin Guide
- Consolidation
- Prerequisites
- Consolidation Control Panel
- How-tos?
- How to Configure Retained Earnings Roll Forward?
- How to Setup for Enhanced Retained Earnings Roll Forward?
- How to Close with Consolidation?
- How to Process Consolidation With Configurable Steps?
- How to Unlock Multiple Periods in Consolidation Process?
- How to Lock Multiple Periods in Consolidation Process?
- How to Provide Security for Centralized Consolidation Users?
- How to Provide Security for Decentralized Consolidation Users?
- How to Disable Display of Security Option from the Consolidation Control Panel?
- References
- Consolidation Accounts Setup Explained
- Intro to Consolidation
- Standard Journals
- Reporting
- Recurring Journals
- Dynamic Journals
- Non Controlling Interest
- Reclassifications
- Eliminations
- Validations
- Performing Entry Actions on Multiple Entries
- Consolidation Security
- Interim Currency
- How to Add Members to Sibling Hierarchies
- How to Create a Sibling Hierarchy Using a Sibling Hierarchy as the Source
- How to Create a Sibling Hierarchy Using the Main Company Hierarchy as the Source
- Source Hierarchies Used to Create Sibling Hierarchies
- What are Sibling Hierarchies and Why Do I Need to Create Them
- How to Provide Users with Access to Hierarchies
- What is the Hierarchy Usage Report
- Disallowed Strings for Attributes and Dimensions
- Dimension Locking
- Auditing Hierarchies
- Entity Currency
- Security and Accounts
- Configuration Tasks
- When Consolidation Is Needed
- Security Administration
- User Management
- Non Controlling Interest
- Centralized Security
- Cloud Scheduler for Consolidation Admin
- Set Up Currency
- Difference Between Common Currency, Local Currency, and Interim Currency
- Currency Use Case - Common Currency vs. Local Currency
- How to Set Up Currency and Currency Type
- What are Currency and Currency Type Exceptions and When Do I Need Them
- How to Delist Currency Types
- Currency Exchange Rate
- Hyperinflationary Economy
- Calculation Exceptions
- CTA
- Reporting Currency
- Entity Currency
- Load Data to Planful
- What Are Currency Exceptions and Do I Need to Set Them Up
- How to Setup and View Currency Exceptions
- Consolidation - Income Statement Retained Earnings Account & Retained Earnings Roll Forward
- Journals
- Reclassifications
- Standard Reports
- Security Overview
- Eliminations
- Validation
- Setting Up Hierarchies
- Report Categories
- Hierarchy - Reporting, Entity, & Interim Currency
- What is Org by Period, How to Access Org by Period, and How to Configure It
- How to Create an Alternate Hierarchy
- Dated Hierarchies FAQs
- Org By Period Report Generation
- How to Add a Dated Hierarchy
- How to Create an Alternate Hierarchy Using the Copy Functionality
- Calculated Member Example - Creating a Member and Including it in a Dynamic Report
- What are Calculated Members and Why Do I Need to Create Them
- Setup for Finance Type Hierarchies
- Overview
- What are Reporting Members and Why Do I Need to Create Them
- Why Hierarchies Are Needed
- Types of Hierarchies Explained
- Accessing the Hierarchy Management Interface
- Exploring the Hierarchy Management Interface Panes
- Exploring the Top Ribbon
- Exploring the Right Pane - Member Properties
- Exploring the Right Pane - Default Properties
- Exploring the Right Pane - Segment Properties
- Exploring the Right Pane - Interim Currencies
- Exploring the Right Pane - User-Defined Attributes
- Setting Up Hierarchies Summary
- Scenario Setup
- Overview
- Description of Fields on the Scenario List Page
- How to Provide Scenario Access to Multiple Users at Once
- Performing Scenario / Template Maintenance
- Why do I Need to Lock a Scenario
- How to Lock a Scenario
- How to Unlock a Scenario
- Scenario Types
- How, Why and When to Refresh Actuals (Closed Period Data)
- How, Why, and When to Refresh Preloaded Data for Preloaded Scenarios
- How, Why, and When to Secure Scenarios
- How to Provide a User with Edit and View Access to Scenarios
- How to Automatically Have Access to all Future Scenarios You Create
- How to Set Up Scenario Security for Reporting Purposes
- How to Create a Scenario Based on Two Existing Scenarios
- Data Seeding
- Processing Consolidations - What Happens During the Consolidation Process
- Override Workflow Actions for the Locking Period
- Review Consolidation Setup
- Consolidation Process Summary
- Copying Journal Entry Data
- What Is Validation Functionality and How to Enable It for Users
- How to Delete a Template from a Locked Scenario
- How to Add a Report Category
- What are Alternate Hierarchies and How are They Used
- What are Dated Hierarchies and How are They Used
- How to Add a Calculated Member to an Account Dimension
- How to Use Cloud Processing for Consolidation Hierarchies
- What is Two Step Verification, How Does It Work, and How Do I Enable It
- How to Add a User Group
- What Is Elimination Functionality
- How to Set Up an Elimination Company
- Reports
- Reports Prerequisites
- Reports Configurations
- Reports Home Page
- Report Folder
- Report Document
- Report Sets
- Report Collection
- Financial Package
- Dynamic Reports
- Working with Dynamic Reports
- Build and Run a Dynamic Report
- Example of Building a Dynamic Report
- Enhanced Drill Through in Dynamic Reports
- Template Notes in Dynamic Reports
- Dynamic Commentary
- Currency Display in Dynamic Reports
- Automatic Data Refresh
- Print Dynamic Report
- Exporting Dynamic Reports Output in Unprotected View
- View History from Reports
- Dynamic Reports Use Case
- Best Practices
- Dynamic Report Limitations
- Workforce Reporting
- Reports - References
- Dynamic Reports
- Overview
- Composition of a Dynamic Report
- Modify the Look and Feel of Dynamic Report Output
- How to Access the Format Pane
- An Explanation of Standard Formatting Functionality
- Cell Level Formatting Explained
- How to Reset Formatting Selections
- Situations When Formatting is Disabled or Can't be Applied
- How to Resize and Save Groups of Columns in a Dynamic Report
- Template Notes in Dynamic Reports
- How to Post a Comment
- Dynamic Reports Mapped to Planning Templates
- Dynamic Reports Mapped to Planning Templates Overview
- Copying Dynamic Reports
- How to Create and Modify Dynamic Reports
- Setting Up and Using Substitution Variables
- Limitations
- Overview
- How to Set Up Substitution Variables
- How to Use Substitution Variables in Dynamic Reports
- Dynamic Reports Options
- Best Practices and Tips
- References - Report Set
- Report Collection
- Financial Package
- Build and Run a Financial Package
- Reports User Guide
- File Cabinet
- Spotlight for Office
- Overview
- How to Log Into Spotlight for Office
- Copying Spotlight Formulas from an Excel View or Report to PowerPoint
- Copying Spotlight Formulas from an Excel View or Report to Word
- Copying Spotlight Formulas to PowerPoint using Copy Formulas
- Copying Spotlight Formulas to PowerPoint using Design PowerPoint Report
- Using Spotlight for Office
- Reports Administration Guide
- Dynamic Reports
- Dashboards
- Dashboards User Guide
- What are Dashboards
- Why Use Dashboards
- When to Use Dashboards
- How to Use Dashboards
- Dashboard Designer
- Using Consider Absolute Value Denominator Option for KPI Chart
- Using Dynamic Planning Data in a Dashboard
- Dynamic Report Chart
- Dashboard Read
- Saving Dashboards
- Refreshing Dashboards
- Using Filters
- Custom Color Schemes
- How to Build a Workforce Dashboard
- Setting Dashboards as Your Homepage
- View History from Dashboards
- Best Practices
- Dashboards User Options
- Dashboards Administration Guide
- Providing Users with Navigation Access to Dashboards
- Dashboards Reporting Area
- Use Dynamic Planning Data in Dashboards
- Dashboards Dimension Security
- Dashboards Scenario Security
- Dashboards Budget Entity Security
- Substitution Variables
- Pre-Defined Custom Members/Formulas
- Dashboard Sharing
- Edit Versus View Access to Dashboards
- Dashboards Versus Dynamic Reports
- Dashboard Updates
- Recommended Dashboards Screen Resolution
- Auditing Dashboards
- Best Practices
- Dashboards Administration
- Dashboards User Guide
- Planful AI
- Predict
- Budget Manager Experience
- Set Up Budget Managers
- Getting Started with Budget Manager Experience
- Sharing Templates with Budget Managers
- Manage Account Settings
- Track the Shared Templates
- Share Reports Via Link
- Predict in Budget Manager Experience
- Dashboards in Budget Manager Experience
- Workforce Planning Templates in Budget Manager Experience
- Maintenance
- Administration
- User & Role Management
- Scenario Setup
- Security Administration
- Configuration Tasks
- Workdays Setup
- Cloud Scheduler
- Customize Branding
- MyPlan Configuration
- Comments Manager
- Multi-Currency
- Hierarchy Management Overview
- Hierarchy Management Interface Overview
- Creating and Managing Additional Finance Hierarchies
- Adding Report Categories
- How-Tos
- Setting Up Attributes for Attribute Hierarchies
- Understanding Best Practices - Finance Hierarchies
- Understanding Reporting Members and Calculated Members
- Setting Up an Attribute Hierarchy
- Configuring OLAP Cube
- Understanding Example of How to Use Attributes
- Adding Another Level to Your Attribute Hierarchy
- Reflecting New Attribute Levels in Reports
- Setting Up An Attribute Used in Reporting and Enabling Drill Down to Dimension Member
- Mapping and Unmapping Workforce Planning Default Measures for Reporting Purposes
- Understanding Best Practices - Attribute Hierarchies
- Setting Up an Alternate Hierarchy
- Setting Up a Dated Hierarchy
- Entity Hierarchy Overview
- Sibling Hierarchies - Multiple Set of Books Overview
- Versioned Hierarchy Management in Dynamic Planning
- Exploring Additional Hierarchy Topics
- How-Tos
- Exploring the Frequently Asked Questions (FAQs) for Hierarchies
- FAQs for Hierarchies
- Planning Templates
- Global Fields
- Attributes
- Line Item Category
- Template Setup
- Template List
- Add Template
- Attribute Columns
- Deleting Attribute Columns
- Avoiding Mismatched Lines Between Sub and Main Templates
- Initiative Template Setup
- Time Sets
- Template Types
- How to Add a Global Template - Single Copy Template Type?
- How to Add a Global Template- Entity Copy?
- How to Add a Block Template Type?
- How to Add HR - Workforce Planning Template?
- How to Add an HR Template Type?
- How to Add an Allocation Template Type?
- How to Add a Capital Template Type?
- How to Add a Line Item Template Type?
- How to Add an Initiative Template?
- Template Examples
- Add Template
- Template Setup
- Mappings
- Spreads Set Up
- What To Do Once Template Setup is Complete?
- Template List
- Additional Template Information
- References
- What Are Time Sets?
- How to Configure Time Sets
- How to Create an Approval Role and Provide Users with Approval Role Access
- How to Provide Users with Scenario Access
- Attributes
- Applying Spreads to a Template Accessed via the Planning Control Panel
- Rules for Template RC Lines
- What are Spreads and How are They Used
- Initiative Template Setup
- Capital Template Setup
- How to Set Up a Line Item Template
- How to Set Up Line Item Categories
- How to Define a Time Set
- How to Set the Default Time Set
- Understanding the Template Setup Application Page
- What is Template Setup
- Template Column Types
- How to Map a Template to a Scenario
- How to Map a Template to an Entity
- What are Templates and Why are They Needed
- Template Types
- Description of Fields on the Template List Page
- Line Item Template Setup
- Spreads
- Template Setup Examples
- How to Access the Template List Page
- Opt In Features
- Publishing Templates
- Workforce
- Workforce Planning Setup
- Employees
- Adding Employees
- Add a Profile Picture to Employee Profile
- Reports Option for Employees
- Mass Update
- Using Customize Roster to Add Compensation Items
- Changing Budget Raise Percentage
- Employee Positions Outside of the Current Budget Cycle
- Automated Employee Processing
- Performance Statistics - Workforce Planning Employee Page
- Calculating Budget Review Date and Current Review Date
- Pop-up Message Introduced across all the windows in Workforce Planning Setup
- Create a Duplicate Employee
- Copy Employees
- Use Cases on How to Update Several Employees at Once
- How-Tos
- Compensation Groups
- Compensation Items
- Compensation Basis
- Marginal Benefit Calculation Setup Examples
- Situations When You Can't Edit a Compensation Item
- Understanding Pre-built Calculation Basis
- Linking to Global Fields
- How-Tos
- How to View Compensation Items in a Workforce Planning Budget Report?
- How to Set up 401k Match?
- How to Copy all Compensation Items and Rates from One Scenario to Another?
- How to Input Data Using the Direct Data Input Compensation Item?
- How to Lock Compensation Items to Prevent Modification?
- How Changes to Compensation Items Affect Running Scenarios?
- How to Update Compensation Items Loaded via Data Load Rules?
- How to Make the Bonus Expense Calculation Variable?
- How to Select Compensation Items for Calculating Wages?
- Employee Types
- Pay Plans
- Workforce Attributes
- User Access
- Employees
- Export Employee Data
- References
- Workforce Planning Admin Guide
- Configuring Workforce Planning
- Security Administration
- Workforce Defaults
- Add Employees & Details
- Templates
- Template Mapping
- User Access
- Reporting
- Workforce Planning Admin Options
- Understanding Tiers on Employee Attribute - Value in Hours per Period with Annual Cap
- Understanding Tiers on Employee Attribute - Value in Hours per Period
- Understanding Tiers on Employee Attribute - Value in Wages with Varying Annual Cap
- Understanding Rate x Hour
- Workforce Planning Admin Guide
- Workforce Planning Setup
- Capital Planning
- References
- Capital Planning Admin Guide
- Reporting
- Adding Assets
- Adding Finance Modes
- Adding Capital Templates
- Setting Up Finance Mode Templates and Mapping Capital Budget Lines to Your General Ledger
- User Security
- Configuring Time Sets
- Scenario and Entity Mapping
- Adding Asset Categories
- Configuring Capital Planning Attributes
- Inputting Data via the Planning Control Panel
- Capital Planning Admin Guide
- References
- Rules
- Data Integration
- Actual Data Templates
- Translations Setup
- Export Data
- Transaction Details
- Data Load Rules
- Integration Services
- Clear Data
- Data Calculation Exceptions
- Additional Topics
- API Library
- Introduction
- Data Import
- Data Export
- Structured Planning REST APIs
- Workiva Integration
- Objects Overview
- API Compliance
- Client Application Platforms
- API Access Keys
- API Calls - Overview
- Core API Calls
- Utility Calls
- Objects
- API Methods
- Clear_Data API
- Load_Data API
- Transfer_Data API
- Segment APIs
- GLData_Retrieve API
- Login API
- GetSessionId API
- GetVersion API
- GetAllCurrencies API
- GetAllCurrencyTypes API
- GetAllSegments API
- Logout API
- Employee APIs
- Approval Role Setup APIs
- Scenario Access APIs
- Dimension Member Name Update API
- Bulk User and User Group Extract API
- Dimension Security APIs
- Dimension Security Update API
- MapEntity API
- Refresh Preloaded Data API
- Best Practices and Tips
- Enumerations
- Validate Source Segment API
- Transaction Data Extract APIs
- Planful API Library
- Source Segment API
- Report Administration
- Application Audit
- Application Audit Details - Audit Area
- References
- User & Role Management
- How to Access the User and Role Management Application Page
- Navigation Role and Access
- Manually Add a User to Planful
- Exporting Navigation Role Summary and Detailed Reports
- Locking Users and Preventing Sign On to Planful
- Copy An Existing User
- Approval Roles
- Consolidation Security
- User Groups
- Scenario Access
- Add-In Security (Optional)
- Data Integration Security
- Dimension Security Configuration
- Workforce Reporting Security
- Understanding the User Management Interface - Approval Role
- Understanding the User Management Interface - User Add Page
- Understanding the User Management Interface
- Understanding the User Management Interface - Navigation Role
- Purpose of User and Role Management
- Scenario Setup
- Security Administration
- Configuration Tasks
- Workdays Setup
- Auditing the Application
- Rules - References
- Simulation Engine Guide
- What is Simulation Engine?
- When to Use Simulation Engine
- Why Simulation Engine is Needed
- How to Create a Simulation Engine Process
- How to Add Template - Entity Combinations to a Simulation Engine Process
- How to Schedule a Simulation Engine Process via Cloud Scheduler
- Copying Simulation Engine Processes From the Default Scenario to Other Scenarios
- Additional Features Available for Simulation Engine
- Simulation Engine Guide Summary
- FAQs
- Simulation Engine Guide
- Data Integration - References
- Data Load Rules
- Web Services / Boomi
- Actual Data Templates
- Integration Services
- Working with Custom Parameters for Integration Service Processes
- Adding an Integration Service Process
- Completing the Integration Services Configuration Task
- Providing Navigation Access to the Integration Services Application Page
- Editing, Deleting and Copying Integration Service Processes
- Introduction
- Cloud Services
- Transaction Details
- Google Drive
- NetSuite Integration
- FTP/SFTP Connector
- Cloud Services
- Data Integration Admin Guide
- Admin Guide to Loading Data to Planful
- Cloud Scheduler Ref.
- What is Cloud Scheduler
- How to Provide Users with Access to Cloud Scheduler
- How to Add A Process Flow
- Understanding Process Flow and Job Manager
- Description of Fields on the Process Flow Page
- Auditing Process Flows
- Overriding Substitution Variables for Report Collections and Financial Package When Running a Process Flow
- Description of Fields on the Job Manager Page
- Currency-Ref
- Difference Between Common Currency, Local Currency, and Interim Currency
- Currency Use Case - Common Currency vs. Local Currency
- Decision Hub Summary
- Interim Currency
- Currency Setup
- Currency Type Setup
- Currency Type and Currency Type Exceptions
- Mass Loading Currency Exceptions
- Loading Exchange Rates Using Data Load Rules
- Cube Settings
- Report Administration Guide
- MyPlan Admin Guide
- User & Role Management
- Administration
- Release Updates
- Release Notes
- 2025 Release Notes
- 2024 Release Notes
- 2023 Release Notes
- 2022 Release Notes
- 2021 Release Notes
- 2020 Release Notes
- 2019 Release Notes
- 2018 Release Notes
- 2017 Release Notes
- December 17 Maintenance Release
- 2.3.1 Modeling Release Notes, December
- Fall 17 Release Notes
- 2.3 Modeling Release Notes, November
- October 17 Maintenance Release
- 2.2.2 Modeling Release Notes, October
- September 17 Maintenance Release
- Summer 17 Release Notes
- 2.1.2.2 Modeling Release Notes, July/August
- July 17 Release Notes
- 2.1.2 Modeling Release Notes, July
- June 17 Release Notes
- 2.1.1 Modeling Release Notes, June
- Spring 17 Release Notes
- 2.1 Modeling Release Notes, May
- April 17 Release Notes
- 2.0.2 Modeling Release Notes, April
- March 17 Release Notes
- 2.0.1 Modeling Release Notes, March
- Winter 17 Release Notes
- 2.0 Modeling Release Notes, February
- January 17 Release Notes
- 1.9.2 Modeling Release Notes, January
- 2016 Release Notes
- Planning/Consolidation/Reporting December 16 Release Notes
- 1.9.1 Modeling Release Notes, December
- Planning/Consolidation/Reporting Fall 16 Release Notes
- 1.9 Modeling Release Notes, November
- Planning/Consolidation/Reporting October 16 Release Notes
- 1.8.2 Modeling Release Notes, October
- Planning/Consolidation/Reporting September 16 Release Notes
- 1.8.1 Modeling Release Notes, September
- Planning/Consolidation/Reporting Summer 16 Release Notes
- 1.8 Modeling Release Notes, August
- Planning/Consolidation/Reporting July 16 Maintenance Release
- 1.7.2 Modeling Release Notes, July
- Planning/Consolidation/Reporting June 16 Maintenance Release
- 1.7.1 Modeling Release Notes, June
- Planning/Consolidation/Reporting Spring 16 Feature Release
- 1.7 Modeling Release Notes, May
- Planning/Consolidation/Reporting April 16 Maintenance Release
- 1.6.2 Modeling Release Notes, April
- Planning/Consolidation/Reporting March 16 Maintenance Release
- 1.6.1 Modeling Release Notes, March
- Planning/Consolidation/Reporting Winter16 Release
- 1.6 Modeling Release Notes, February
- Planning/Consolidation/Reporting January 16 Maintenance Release
- Enhancements to Application Behavior
- 1.5.2 Modeling Release Notes, January
- Release Notes
- Additional Resources
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User & Role Management
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You can streamline user onboarding, control access, and security protocols to create an operational environment using the information on this page. In addition, you can improve your security measures using customizable navigation roles and access levels based on your organizational needs.
Navigate to Maintenance > Admin > User & Role Management.
Now, let's explore all the options available on User & Role Management.
User
The User tab displays all users and provides functionality to add, edit, delete, and copy user permissions, providing access to application pages and other user actions. It also ensures data security and maintains Planful users.
Admin users will have access to add and maintain Planful users and provide access to application pages and data security for those users.
Add
To add a new user, follow the steps below:
- Click Add.
- Enter a valid Email address; this will serve as the user's login ID.
- Select a User Authentication Mode:
- Native — Log in to Planful using the Login page.
- SSO Provider — Log in to Planful using Single Sign-On (Planful supports all providers who support the SAML 2.0 standard).
- Hybrid — Log in to Planful using the Login page, Single Sign-On, or both.
- Enter the user’s first and last name.
- Select the user's Status: Active or Inactive. Users must be active to access Planful.
- Assign a Navigation Role to the user. To learn more about the Navigation Role, click here.
- Select Regular User or Reporting Administrator for the Reporting Role. A regular user does not have the same access and privileges as a reporting administrator.
- Report Administrator - Has Full Control of all artifacts, sub-folders, and folders.
- Regular User - Permissions available for Regular Users are dependent upon the security permissions assigned to the user at the artifact, folder, and sub-folder level.
- Select Regular User or Admin User for the Task Manager Role.
- Select Administrator, User, or Budget Manager for the Support Role.
- Administrator: Selecting this role gives the user access to both the Full Experience and the Budget Manager Experience (BME). Also, when a support administrator clicks the Get Help icon, they can find all help and support-related resources under one header.
- User: Selecting this role causes the Budget Manager Experience checkbox to appear. Selecting this checkbox gives the user access to both the Full Experience and the BME. If the checkbox is not selected, the user can only access the Full Experience. Also, when a support user clicks the Get Help icon, they can find all help and support-related resources under one header.
- Budget Manager: Selecting this role allows users to access only the Budget Manager Experience (BME). Within BME, the user can access only the artifacts (templates, reports, or dashboards) that finance teams share with them. The user will not have access to any other functions available in the Full Experience. For more information on the capabilities of a Budget Manager, click here.
- Administrator: Selecting this role gives the user access to both the Full Experience and the Budget Manager Experience (BME). Also, when a support administrator clicks the Get Help icon, they can find all help and support-related resources under one header.
- If you select the Budget Manager role, the user can access only the artifacts (templates or reports) that finance teams share with them. The user will not have access to any other functions of the application. For more information on the capabilities of a Budget Manager, click here.Note:The number of available Administrator roles is based on your Service Level Agreement (SLA).
- Select Yes if you are adding a Dynamic Planning user. The Dynamic Planning Role drop-down list will be displayed.
- Select Power User or Contributor User or Reviewer User for the Dynamic Planning Role.Note:The Contributor and Reviewer user needs to be assigned to a user group in the Dynamic Planning application.
- Support ID is read-only field updated based on your system setup.
- Select Background Administrator to disable the user from logging into all Planful applications other than through Web Services. This is useful for a typical user account which is created to perform back-end tasks, such as DLR loads, Cloud Scheduler jobs, etc.
- Select Disable Password Expiration Check so that the normal password expiry policy is not applicable for this user. This is useful for a user account created to perform back-end tasks, such as Data Load Rule loads, Cloud Scheduler jobs, etc.
- Select Enable Two Step Verificationto prompt users to select a method for receiving a verification code (SMS, email, or phone app) that they will use as part of their login process. This will enhance login security for the users. To learn about selecting a two-step verification method, click here.Note:Two-step verification is applicable only for login through the application web page, for both Native and SSO user accounts. It does not apply to login authentication via thick clients (Excel Add-in, Offline Planning ) or web service requests.
- Select Enable Web Service Access to enable web services access for the user to define security access for importing data from an external source into the Planful application through Web Services.
- Click Save.
Export Options
You can download the list of users using the Export to Excel and Print option.
The exported data will closely resemble the information displayed on the User page, with slight variations. Both options include the following details:
- User Name & User Email
- Security
- Status
- Navigation Role
- Reporting Role
- User Type
- Authentication Mode
- Support Role
- Created Date
- Created By
- Modified Date
- Modified By
- Validation Status
- Mapped Date
- Expiry Date
- Last Login Date
Export to Excel
This option allows you to export the user data list in the Excel format.
- Click Export as Excel.
- Click Ok.
The data is exported to an Excel sheet.
This option allows you to print the user data list.
- When you click the Print option, you will see the entire user data in the sheet for printing.
Edit
To edit a user information, follow the steps below:
- Select the user for whom you want to update details, and then click Edit.
- Make the required changes on the Edit User page and then click Save.
Copy Permissions
You can copy an existing (i.e., source) user, along with all associated permissions and roles, to a target user. This is an easy way to give a new user the same permissions as an existing user.
Permissions and roles that can be copied:
- Approval Role
- Consolidation security
- Data Integration Security
- Dimension security
- Report Access
- Scenario Access
- Navigation Role
- User Groups, whereby all user groups the source user belongs to will be copied to the target user
- Analytics Security
To copy user permission from a source user to a target user(s), follow the steps below:
- Select the user whose permissions you want to use as the source user and click Copy Permissions.
- On the Copy User Permissions page, select the target user from the User list and click Right Arrow to add them to the Target users list. You can add multiple users to the target list.Note:
- Click Apply Filter to enable the search filter row.
- To remove the user from the target list, select the user and click Left Arrow.
- Once the target user(s) is added to the list, click Save.
The source user’s permissions and roles are copied to the target user(s).
Delete
This option is used to delete the user.
- Select the user you wish to delete and click the Delete icon.
- Click Delete
Security Configurations
User Setup Required by Module
The table below provides information on user security related tasks available from the User Management page and the module they are related to. These tasks are to be completed for regular and admin users based on module. Other user security setup is required within the module itself. For example, in Consolidation there is a Security page.
| Planning | Consolidation | Reporting | Modeling | Admin Only |
Scenario Access | X | X | X | X |
|
Approval Roles | X |
|
|
|
|
Data Integration | X | X | X |
| X |
Report Access |
|
| X |
|
|
Add-In Security | X (only required if users need access to Offline Planning) |
|
|
|
|
Workforce Reporting Security | X (only required to secure Workforce Reports if you're using Workforce Planning) |
| X |
|
|
To learn more about the security configuration, refer to Security Configuration.
Lock User
To prevent a user from signing on to Planful follow the steps below:
- Select a user you wish to lock and click the Security Options.
- Select the Lock User checkbox and click OK.Note:
- To unlock, select the user, uncheck the Lock User box, and click OK.
Reset Password
To reset the password for a user or group of users, follow the steps below:
- Select a user for whom you wish to reset the password and click Reset Password.
- The Password Reset page appears. You can also select multiple users by clicking the checkboxes.
- Click Send.
The selected user(s) will receive the reset password link via mail at their registered email address.
User Group
The User Group tab is used to add and edit groups of categorized users. If you need to provide a group of users with the same access privileges, it is easier to create a user group and assign group privileges rather than assign privileges to each user one by one.
Add
This option allows you to add a new user group.
To add a new user group, do the following:
- Click Add.
- Enter a code and descriptive name for the user group.Note:The group code is unique and cannot be changed once you create the user group.
- Click the Add user name field to add users to this group. Start typing the user name or navigation role, and you can see the users appearing in the drop-down.
- Click Browse users to search further for all the users. The All Users pop-up will have the list of all users within the application.
- Select the users you want to add to the user group by clicking the checkbox associated with the user name. Use the search field to search by name or navigation role to find the required user.
- Click OK once you complete the selection. You will be back on the Add User Group page and you can see the selected users for the group.
- Click Add and you are done.
Now, you need to configure the security options for the user group.
Export Options
You can download the list of user groups (using Print and Export options) and the corresponding mapped users (Export Option).
The export options include:
Export as Excel
Using this option you can export the list of user groups and the corresponding mapped users.
Click the Export option and select the required option to download the report.
The available options are:
- Export User Groups: When you export the list of user groups, the following information is available in the Excel sheet.
- User Group Code
- User Group Name
- Created Date
- Created By
- Modified Date
- Modified By
- Export Mapped Users: This option is used to export the list of users associated with all the user groups displayed in this tab in an Excel sheet. If a user is part of multiple user groups, then the user’s name will repeat in the respective user groups. You can also use the Export User Groups option to export the list of user groups displayed in the User Groups tab. When you export the list of mapped users, the following information is available in the Excel sheet related to each user:
- User Group Code
- User Group Name
- User First Name
- User Last Name
- User Email ID
This option allows you to print the entire user group List.
- User Group Code
- User Group Name
- Created Date
- Created By
- Modified Date
- Modified By
Edit
This option is used to edit the user group.
- Select the user group you wish to edit and click the edit icon. The Edit User Group appears.
- Make the required changes and click Save. Edit the security options if required.Note:You cannot modify the group code.
Delete
This option is used to delete the user group.
Select the user group you wish to delete and click the delete icon.
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Security Options
Security Options refer to settings or configurations that control access, permissions, and security-related aspects for users within those groups.
First, let's understand the Status Indicators of security icons to assess the level of configurations for each user group.
When you hover over the security options icon, you can interpret the status as follows:
- No color: Indicates that no access has been configured.
- Yellow: Indicates that the access has been configured for a few areas.
- Green: Indicates that the access has been configured for all areas.
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Additionally, when you click the security options icon, you can determine the configuration status of each area by the associated indicators. There are two statuses: Configured and Not configured. A green checkmark indicates that the configuration is complete, while the other indicator suggests that other areas are yet to be configured.
You can start configuring these settings by selecting the security options icon in two ways:
- Select the user group and click directly on the security options icon within the user group's Security column.
- Select the user group and click the security options icon in the header.
You can configure the following areas for user groups:
- Add-In-Security - Setting up add-in security is important when using Planful Offline Planning, which is an Excel planning tool that allows you to download and perform budgeting tasks while not connected to the application. To learn more about Add-In-Security, click here.
- Data Integration Security - Data integration security is comprised primarily of Data Load Rules. A Data Load Rule tells the system how to handle data values in the data source during a data load. To learn more about Data Integration Security, click here.
- Report Access - To provide users and user groups with access to generated reports, each user or user group must be assigned access privileges. Any user with access to User & Role Management can update Report Access for a user, user group, or artifact. To learn more, click here.
- Scenario Access - To provide users and user groups access to a scenario, each user or user group must be assigned access privileges. To learn more about Scenario Access, click here.
- Workforce Reporting Security - Workforce Reporting enables structured, ad hoc analysis of workforce planning dimensions and measures. Workforce Reporting is integrated into the application as a Reporting Area, allowing you to report on employee-specific compensation and other financial dimensions. To learn more about Workforce Reporting Access, click here.
Navigation Role
Navigation roles in the Planful application determine the specific navigation paths that grant users access to certain pages and their associated functionalities. By assigning navigation roles, the application ensures that users have appropriate access levels and enhances the overall user experience.
The admin user can create a Navigation Role and assign Navigation Access to a specific Navigation Role. Then the Navigation Role can be assigned to users. This ensures users can only access the designated paths based on their assigned roles.
Navigation: Maintenance > Admin > User & Role Management > Navigation Role.
Add
To create a new navigation role, follow the steps below:
- Click Add.
- Enter a code and name for the navigation role.
- Click Save.
Refer to the Navigation Access section below to understand how to assign navigation access to a navigation role. Once assigned, you can link the navigation role to a user during the process of adding or editing the user.
To learn more about adding/editing a user, click here.
Edit
To edit the navigation role, follow the steps below:
- Select the navigation role from the list and click the Edit icon.
- Make the required changes on the Edit Navigation Role page and then click Save.
Delete
To delete a Navigation Role, follow the steps below:
- Select the navigation role you wish to delete and click the Delete icon.
- Click Delete.
Navigation Access
The admin user can assign the Navigation Access to a specific Navigation Role. To assign the Navigation Access, follow the steps below:
- Select the specific Navigation Role to which you want to assign Navigation Access and click Navigation Access.
- Use the hierarchy structure to expand and collapse navigation options. Click the checkbox next to the navigation option to allow access to the path.
- Click Save.Note:You can select different Navigation Role from the drop-down list, and assign Navigation Access.
Apply Filter
This option is used to filter the navigation role from the list.
- Click Apply Filter.
A search filter row appears. - Enter your search keyword in any of the search filter columns. The system will filter and display the data that matches your specified criteria. Note: Click Clear Filter to hide the search filter option.Note:Click Clear Filter to hide the search filter option.
Export Options
Export to Excel:
The Export option for the Navigation Role area helps the administrators to export the summary report and the detailed navigation report.
To export the summary report and the detailed navigation report, follow the steps below:
- Click the Export to Excel icon.
- From the drop-down click Download Summary Report or Download Detailed Report.
- Download Summary Report: The summary report provides a condensed view of navigation roles. This report includes the list of navigation roles, including role code, name, creation and modification details, and whether they are predefined or custom-created.
- Download Detailed Report: The detailed report offers comprehensive navigation role information and access details for different users, highlighting specific permissions and access levels with Yes or No indicators.
- Click OK.
Print:
This option allows you to print the Navigation role list.
- When you click the Print option, you will see the entire navigation role list in the sheet for printing.
Approval Role
The Approval Role tab is used to create and configure roles with specific actions for users. Approval roles specify the actions that users can perform during the budgeting process.
For example, you can assign a budget manager with an approval role to approve certain budgets. Approval roles can have varying levels of user responsibility for budget entities. For example, a user has access to two entities (A and B), but has HR responsibility for entity B only. You can then restrict the user to view only specific data based on HR access for the approval role assigned to the entity.
Example of a Typical Approval Role Configuration
The following shows a typical approval role setup for a Budget Administrator and a Regular Budget User.
Approval Role | Access Permissions for Budgets | Approval Workflow Access Permissions |
Budget Administrator |
|
|
Budget User |
|
|
Business Value:
You can create approval roles for users to ensure clarity, alignment, and accountability within an organization and improve the regular functioning of the business.
- Add: To define approval actions for users, administrators can create new Approval Roles, ensuring users have the appropriate access to entity and template workflows.
- Edit: This option is used to edit the approval role.
Delete
This option is used to delete the approval role.
Select the required approval role you wish to delete and click Delete.
Apply Filter
This option is used to filter the approval role.
- Click Apply Filter.
A search filter row appears.
- Enter your search keyword in any of the search filter columns. The system will filter and display the data that matches your specified criteria.
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Export options
You can download the list of approval roles data using the Export to Excel and Print option. The exported data will be identical to what is displayed on the Approval Role page and both options include the following details:
- Approval Role Code
- Approval Role
- Created Date
- Created By
- Modified Date
- Modified By
Export to Excel
This option allows you to export the list of approval roles created in the Excel format.
- Click Export to Excel.
- Click Ok. The data is exported to an Excel sheet.
This option allows you to print the list of approval roles.
- When you click the Print option, you will see the entire approval data in the sheet for printing.
The grid displays the following information:
- Approval Role Code - Displays the unique code to identify an approval role.
- Approval Role Name - Shows the name by which you can identify an approval role.
- Created Date - Indicates displays the date and time when an approval role was created.
- Created By - Displays the user’s name who created the approval role.
- Modified Date - Indicates the date and time when an existing approval role was last modified.
- Modified By - Displays the user’s name who had made last changes to an existing approval role.
Model Permissions
The Model Permissions tab displays the list of existing model permissions and allows the power user to map/unmap user groups to the model. Additionally, the power user can secure specific dimension members, ensuring that user groups cannot access those members.
- The Model Permissions tab is only visible to Power users.
- To assign permissions, navigate to the Add/Edit User section and ensure that Dynamic Planning User is set to Yes and Dynamic Planning Role is set to Power User.
The Model Permissions page displays a list of models along with their details, such as dimensions and associated user groups. There are three types of models available:
- Analytical Models
- Direct Access to PCR (DAP) Models
- External Source Models (ESM) Models
Power users can grant access to user groups for different models, including their respective dimensions and members.
You can review permissions for a model and its user group(s) by selecting the model in the Select Model drop-down within the Preview Permissions link.
To define the user permissions for any model, follow the steps below:
- Click Edit on the required model.
- Click Map in the User Groups section. The Map User Groups page is displayed.Note:If the user group(s) are already mapped, skip to step 4.
- Select the required user group and click Save. If the list is extensive, utilize the search option to find the necessary user group.
Once a user group is added to the model, all the related users within the user groups are associated with it. - When a user group is mapped with the model, you can do the following:
- Copy Permissions: Use this option to copy the permissions set of the respective user group to other user groups. Suppose you copy the permissions to a new user group not mapped with the model. In that case, the new user group will be automatically mapped to the model, and the permissions will be applied simultaneously.
- If you copy the permissions to any group that already has a set of defined permissions, then these copied permissions will override the old permissions.
- Remove Permissions: Use this option to un-map the related user group.Note:You cannot define member-level security for ESM and DAP models. The user groups added to ESM will have full permissions on all dimensions of the ESM model. The user groups added to the DAP model will honor the dimension security from the financial model defined in Structured Planning.
- Copy Permissions: Use this option to copy the permissions set of the respective user group to other user groups. Suppose you copy the permissions to a new user group not mapped with the model. In that case, the new user group will be automatically mapped to the model, and the permissions will be applied simultaneously.
- In the Configure Security section, you can select the dimension you need from the Secure a Dimension list. The related members are displayed below the list.
- Select the scenario members from the list that require security restrictions. The user groups will have access only to those members not selected.
- In the Selected Members section, you can view the secured dimension members list. You can also change the security permissions to Selected or Select + All Children from the drop-down.
- Click Save in the top right corner after you secure the dimensions. The Model Permissions are updated.