- 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
- 20 Minutes to read
- Print
- DarkLight
- PDF
Understanding the User Management Interface
- 20 Minutes to read
- Print
- DarkLight
- PDF
User Management List Page
How to Access the User Management List Page
The User Management list page is accessed by navigating to Maintenance > Admin > User Management.
As soon as your application is available, you can access all application pages under User Management (navigate to Maintenance > User Management). This means Admins can immediately add, edit and delete users. There is no need to wait until application configuration is complete.
Purpose of the User Management List Page
The User Management list page displays all users, provides functionality to add, edit, delete and copy user permissions, as well as other user actions available under the More list-box.
The User Management - User list page is displayed below with the More list-box expanded.
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 |
X | X | X | X |
| |
X |
|
|
|
| |
X | X | X |
| X | |
|
| X |
|
| |
X (only required if users need access to Offline Planning) |
|
|
|
| |
X (only required to secure Workforce Reports if you're using Workforce Planning) |
| X |
|
|
How to Lock a User Out of Planful to Prevent Sign On
To lock a user to prevent them from signing on:
Navigate to Maintenance > Admin > User Management > User.
Select a user.
Select More > Lock.
Click OK.
How to Unlock a Locked User
To unlock a presently locked user:
Navigate to Maintenance > Admin > User Management > User.
Select a user.
Select More > Unlock.
Click OK.
Scenario Access
What is Scenario Access
Users must have access to scenarios to perform budget input on a selected scenario entity.
How To Assign Scenario Access to a User
Navigate to Maintenance > Admin > User,
Select a user from the list, then click More > Scenario Access.
Select the scenarios you want to give the user access to.
Provide users with access to all scenarios by checking or unchecking the scenario checkboxes.
Click Save. To setup or edit more users, select them from the User pull-down menu and repeat the appropriate above steps.
Approval Role Setup
What are Approval Roles
Approval roles are used in the Planning module to specify the actions users can perform during the budgeting process. For example, you can assign a budget manager with an approval role. Given this role, the budget manager can approve budgets.
Approval roles may have varying levels of user responsibility for budget entities. For example, when a user has access to two entities (A and B), but has HR responsibility for entity B only, the user can be restricted to view only specific data based on HR access for the approval role assigned for the entity.
How to Assign an Approval Role to a User
Users may have varying levels of responsibility for budget entities. Assigning different approval roles for different entities provides a user with different levels of privileges.
For example, when a user has access to two entities A and B, but has HR responsibility for entity B only, the user can be restricted to view only specific data based on HR access for the approval role assigned for the entity. Or, an Admin role might provide HR template access, but an Admin with no HR role might not have HR Workforce Planning template access.
To assign or edit an approval role for a user:
Navigate to Maintenance > Admin > User Management > User.
Select a user from the list, then click More > Approval Role Setup.
(optional ) Select Edit Scenario to allow user to make copies of the Global Entity templatesfor budget entities, and to edit the global entity copy of the template for the budget entitiesduring budget input. (Note that users without this access will not be able to perform the Global Process on the Planning Control Panel page.)
Click the cell under Level 1, then select the budget entity you want to give the user an approval role for.
Click the cell under the Role column. A list of roles for the user for the budget entity appears (Budget Approver, etc.). Select a role, as defined on the Approval Role page, to associate with the user.
- Click the cells under columns Level 2, Level 3, and so forth, to add drill-down capabilities to associate with role privileges. (For example, Level 1 might be associated with a worldwide organization, Level 2 with the American branch of the organization, Level 3 with the organization’s California offices, etc.)
- Use the add [+] icon to add more rows to the grid if you want to assign more approval roles for the user. (To add multiple rows, add the number of rows in the text field to the left of the add [+] icon.)
- To disassociate a role for the user, as well as all associated privileges, select the row then click the delete icon (garbage can).
Click Save. To setup or edit more users, select them from the User pull-down menu and repeat the appropriate above steps.
How to Add an Approval Role and Assign Template Approval Actions
To add an approval role and assign template approval actions:
Navigate to Maintenance > Admin > User Management, then click the Approval Role tab.
Click Add.
Enter a code and name for the Approval Role.
Select top-level Approval Actions
Forward —Allow the approval role to forward the Budget Entities budget for approval. Budgets may be forwarded when the current status of the budget entity is Preparation in Progress. Forwarded budgets are locked so that they can not be edited.
Send Back —Allow the approval role to send back forwarded budgets for updates or modifications. Budgets can be sent back at any time until the status is set to Final Approval.
Approve —Allow the approval role to approve forwarded budgets
Final Approve —Allow the approval role to flag all budgets with a Final Approval status.
Approval History —Allow the approval role to view budget history.
Select template actions for all the templates you wish to assign template actions to and then click Save.
All —Allow the approval role to perform all template actions.
Input —Allow the approval role to open budget templates in Input mode and to enter data.
View —Allow the approval role to open budget templates in Read Only mode.
Mark Complete —Allow the approval role to mark templates Complete. Once a template is complete, it cannot be opened in Input mode until marked Not Complete.
Mark Not Complete —Allow the approval role to remove the Complete status for a selected template and allow the template to be opened in Input mode.
How to Bulk Export Approval Roles and Budget Entity Permissions for a Single User/All
Users
Go to Maintenance > Admin > User Management > User tab.
Click More and then select Approval Role Setup.
Click the Export drop-down list. A list of options appears.
You can perform any one of the following actions:
Click Export All Users to export the approval roles and budget entity permissions of all the users in the application.
Click Export Current User to export the approval roles and budget entity permissions of the user currently selected in the User list box.
Click Export Selected Users to export the approval roles and budget entity permissions of the users selected in the Export Selected Users window.
The ApprovalRoleExport excel file is downloaded with the required approval roles.
Make the required changes, and then click the Import icon to upload the file. For more information about the Import functionality, refer the How to Bulk Import Approval Roles section.
How to Bulk Import Approval Roles
Go to Maintenance > Admin > User Management > User tab.
Click More and then select Approval Role Setup.
Click the Import icon. The Approval Role Upload dialog box appears.
Click Download Sample Template. It is important that you use the sample Excel template, because it instructs you how to organize your data and load it back into the application successfully.
After the template has been downloaded to your computer, open the template.
The template displays the required fields. Also, this template provides information about how you can enter the correct data in all the fields.
Enter the relevant details in the User ID, Approval Role, Member Type, Level1, Level 2, and Level 3 columns according to the instructions provided in the sample template. Ensure that you delete all the instructions in the sample file before uploading it.
The following table describes the columns in the sample template.
The following table contains sample data for the columns in the sample template.User ID
Approval Role
Member Type
Level 1
Level 2
Level 3
Ensure that the User ID matches that of an existing Planful user.
Ensure that the code matches that of an existing Approval Role.
Enter Rollup if the Member Type is a rollup or parent. Enter Leaf if the member type is leaf.
Enter the 'Member Code - Member Name'(in this pattern) if the Member Type is rollup. Ensure that all the values are the same as those in the Hierarchy.
Note:For Rollup, you can either enter Member Code or Member Name if only one of them exist."Enter the 'Member Code' if the Member Type is leaf. Enter the 'Member Code - Member Name'(in this pattern) if the Member Type is rollup. Ensure that all the values are same as those in the Hierarchy.
Note:For Rollup, you can either enter Member Code or Member Name if only one of them exist.Enter the 'Member Code' if the Member Type is leaf. Enter the 'Member Code - Member Name'(in this pattern) if the Member Type is rollup. Ensure that all the values are same as those in the Hierarchy.
Note:For Rollup, you can either enter Member Code or Member Name if only one of them exist.User ID
Approval Role
Member Type
Level 1
Level 2
Level 3
psingh@planful.com.
Reviewer
Rollup
Budget Hierarchy
Denver - Denver HQ
stevearmtestuser@gmail.com
Budget Approver
Leaf
Budget Hierarchy
Denver - Denver HQ
Australia
svadlamudi@planful.com
Simple Budget Approver
Leaf
Budget Hierarchy
Denver - Denver HQ
Australia
- In the required levels, every rollup member must have the details in the “Member Code - Member Name” format.
- You can have more levels depending on the hierarchy that you have defined in the application.
- Ensure that you delete all the instructions in the sample file before uploading it.
Save the XLSX file to your computer.
In the Approval Role Upload dialog box, click Choose File.
Browse for and select the XLSX file that you saved to your computer.
Click any one of the following options from the Upload Actions field:
Overwrite : To overwrite all the existing levels and approval roles. Or, to overwrite a specific level or overwrite specific approval roles. To do so, you can download the file for a specific user and update the required levels/approval role, and then upload the file to replace the existing data for this user with the data in the uploaded file.
If you want to overwrite specific levels or overwrite specific approval roles, it is important that you download the ApprovalRoleExport excel file by using the required option from the Export drop-down list.
Append : To update the existing approval roles and to add additional levels with approval roles.
Click Upload.
After the file has been uploaded, a confirmation message is displayed. Click through to the Detail View dialog box (as shown here) to view the status of the upload action. Additionally, a process called ApprovalRolesUpload is created on the Job Manager page (as shown here).
If the upload process failed or was completed with errors, select the Click Here link under the Status column of the Detail View dialog box. This action downloads an Excel file with detailed information about why the failure occurred.
An example of a failed upload process is shown here. Fix the errors and upload the file again.
After the approval roles have been uploaded successfully, a confirmation message is displayed. The uploaded approval roles are displayed on the Approval Role Setup page, as shown here.
Best Practices
To make permission management easier, you can use the user export options. If you use this feature, you do not have to worry about the format; you can just make the necessary changes to the exported information and quickly reload the file.
You can use the Overwrite functionality to replace data. If you want to completely remove the existing data and replace it with new data, use the Overwrite option; otherwise, you can just use the Append option.
If you are a bit hesitant to use this functionality, you should try out this new feature in your sandbox environment. After you are familiar with the functionality, you can make any changes to the Approval Roles or Permissions on your production environment.
Data Integration Security
What is 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.
You can assign users and user groups with data integration security options, which allows users and user groups to access specific Data Load Rule (DLR) processes. You can create data load rules to load files, copy and paste data, and use web services to load segment hierarchies, attributes, attribute hierarchies, entity hierarchies, users, HR data, currency exchanges rate, and other data.
How To Setup Data Integration Security for a User or User Group
Access the User page by navigating to Maintenance > Admin > User Management.
Select a user or user group.
Select More then click Data Integration Security.
Select one of the following options to assign to the user or user group, otherwise, all data integration information will be disabled for that user or user group.
- Access to Data Load Process Setup and all Data Load Process—For Super Users and Admins who have access to all functionality within the Data Integration module. Allows the user or user group to create new data load processes or update existing ones. Select one of the following options:
- Allow the user to edit Data Load Rules —The selected user or user group will have edit privileges for all data load rules.
- Do not allow the user to edit Data Load Rules —Selecting this option affects the Data Load Rules page and the functionality presented there. An alert is displayed when a user without edit permission tries to edit a data load rule.
- Access to selected Data Load Processes—This option is for regular users. Allows users or user groups to access restricted data load processes and corresponding translations. Unmapped and mapped data integration process information is displayed when selected (see Step 5, below).
- Allow the user to edit Data Load Rules —User or user group may edit the mapped or selected data load rules.
- Do not allow the user to edit Data Load Rules - Select specific data load rules you do not want the selected user or user group to edit.
- Access to Data Load Process Setup and all Data Load Process—For Super Users and Admins who have access to all functionality within the Data Integration module. Allows the user or user group to create new data load processes or update existing ones. Select one of the following options:
If you selected Access to selected Data Load Processes in the above step, select the Unmapped ETL Processes and click the forward arrow to move the process to the Mapped ETL Processes pane, which provides the selected user or user group with access. (See Note, below.)
Click Save. To setup or edit more users or user groups, select them from the User or User Group pull-down menu and repeat the appropriate above steps.
ETL = Extract, Transform, and Load data from a database, as one process.
Report Access
What is Report Access
Reports provide important information and are used to analyze many aspects of a business. To provide users and user groups with access to generated reports, each user or user group must be assigned access privileges.
There are two pre-defined reporting roles available for users, which are defined on the add or edit user page:
- Report Administrator —Full control of all report artifacts and folders, including sub-folders
- Regular User —Permissions dependent upon the security permissions assigned to the user at the artifact, folder, and sub-folder level.
Access roles include no access, read only, edit, and full control.
- Read —User or user group can perform all actions except save, save as, copy, edit, delete, rename, or set security. User can run the report, drill-down, drill-through, check the usage report and add the reports to favorites.
- Edit —The Edit option is enabled only for folders. There is no edit access for reporting artifacts.
- Full control —User or user group an do all of the same as read access, and can also save. save as, copy, edit, delete, rename, or set security.
Bulk Actions in Report Access
You can perform bulk actions using the Bulk Actions list box. Any user with access to User Management can update Report Access for a user or user group or artifact. You can perform the following actions:
Add Permissions - Allows you to provide permissions to multiple artifacts available in the File Cabinet. By default, Full Control access is enabled to the artifacts that are assigned to a user or user group. Reporting Administrators have access to all artifacts.
Edit Permissions - Allows you to select multiple artifacts assigned to a user or user group and update their permissions. Can Edit access is not applicable to a few artifacts. If you assign Can Edit access to these artifacts, then Can Read access is assigned to users by default.
Remove Permissions - Allows you to select multiple artifacts assigned to a user or user group and remove their permissions. If access to a folder is removed, then access to any subfolders and artifacts under the folder are automatically removed.
How to Set up Report Access Roles for Users or User Groups
Navigate to Maintenance > Admin > User Management > User.
Select a user from the list, then click More> Report Access. A list of reports for which the user has access to in the File Cabinet appears in the right pane.
To add a report or report folder to the access list, select the report or folder and then use the right arrow to add it to the list in the right pane.
Select the level of access that the user will have for the report or report folder: No access, Read, Edit, or Full Control.
Click Save. To setup or edit more users or user groups, select them from the User or User Group pull-down menu and repeat the appropriate above steps.
Access selections made for a report folder are inherited for all the reports in the sub-folders.
You can export the Report Security details using the Export to Excel drop-down list. The report contains information about a user’s access details. You can select any of the following options and export the Report Security details:
Export All Users : Exports the Report Security details of all the users.
Export Selected User : Exports the Report Security details of a user selected from the Report Access page.
In Practice
You can generate the Report Security details by navigating to Maintenance > User Management > User > More > Report Access > Export to Excel.
If you select the Export Selected User option, then Report Security Export is downloaded directly to your system. When you select the Export All Users option, a notification is displayed that Report Security Export has been submitted for processing. After the process is complete, a link to download the report is displayed. You can either click the link to download or you can view the report sent to your registered e-mail address.
Report Security Excel can contain a maximum of 1 million rows.
Add-In Security
What is Add-In Security
Add -In Security is specific to Planful Add-In functionality. Read all about it here.
You only need to complete this if you are using Planful Offline Planning. Office Planning is an Excel planning tool you may download to perform budgeting tasks while not connected to the application.
How to Setup Add-In Security for Users and User Groups
To setup add-in security for your users or user groups (user groups for Offline Planning only):
Navigate to Maintenance > Admin > User, then select More > Add-In Security.
Select the Add-In type - Offline Planning.
Select the users and users groups you want to give access to from the Unmapped Users/User Groups left pane, then click the right arrow to add them to the Mapped Users/User Groups right pane. (To unmap users or user groups, select them from the right mapped pane, then click the left arrow to add them to left unmapped pane.)
Click Save.
Copy User Permissions
Which User Permissions Can Be Copied
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:
Dimension security
Navigation Role
Scenario Access
Data Integration Security
Analytics Security
Approval Role
Report Access
All Consolidation related security permissions
User Groups, whereby all user groups the source user belongs to will be copied to the target user
Copying user permissions and roles overwrites all existing permissions for the target user, so proceed with caution.
How to Copy User Permission From a Source to Target User
Navigate to Maintenance > Admin > User Management > User.
Select the user whose permissions you want to use as the source user.
Select More > Copy User Permissions. Note that the user you selected is listed in the Source user field.
Select a target user from the User list left pane, then click the right arrow to add them to the Target users right pane.
Click Save. The source users permissions and roles are copied to the target user.
Workforce Reporting Security
What is Workforce Reporting
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.
What is Workforce Reporting Security
This type of security allows you to specify users and user groups that can access Workforce reports.
How to Setup Workforce Reporting Security
To provide security to users and user groups for Workforce Reports:
Navigate to Maintenance > Admin > User Management > User.
Select a user from the list.
Click More > Report Access.
Security Example
The following table lists example security settings for a user John Doe—approval role, scenario access, and so forth—with a navigation path to the page where the settings are located:
In this example, with these settings, Workforce Reporting security is honored for Dynamic Reports, for the given scenarios and budget entities, in the following ways:
For Budget 2017 Scenario:
- 1000-HQ-Exec —John Doe cannot access any employee data as the Approval Role on this Budget Entity does not have HR Template mapped.
- 1000-HQ-MKTG —John Doe can access Salaries and Bonuses data for all employees for this Scenario and Budget entity combination. However, he cannot view Non-Cash Stock Compensations and Benefits for the employees.
- 1000-HQ-HR —John Doe cannot access any employee data as HR template mapping does not exist for this Scenario and Budget entity combination.
For Forecast 2017 Scenario:
- 1000-HQ-MKTG —John Doe cannot access any employee data, even though HR Template is mapped to the given Scenario and Budget Entity combination, because he does not have access to Forecast 2017 scenario.
Task Manager Roles
Overview
There are two roles you can assign for Task Manager; Regular User and Admin User. The Admin User role can perform specific actions (like create an announcement) that Regular User roles cannot.
How to Set Task Manager Roles for Users
To set the user role, complete the steps below:
Navigate to Maintenance > Admin > User Management.
If creating a new user, click Add on the User page. Otherwise, select a user and click Edit.
Select Regular User or Admin User from the Task Manager Role list-box.
Click Save.
For more information, see the Task Manager guide.
Password Reset - Send Email
To send an email to a user when their password has been reset:
Navigate to Maintenance > Admin > User Management > User.
Select the user.
Click More > Password Reset.
Control Over External Users
Overview
Customers have full control over external user access. You can:
- Change / Edit External User Security
- Delete External Users
How to Change / Edit External User Security
All security options under the More menu located on the User Management page are now enabled for External Users.
Access the User page by navigating to Maintenance > Admin > User Management. Select a user with a User Type that is External.
You can change the security settings for an External User. For example, if you no longer want an external user to have access to Reports, Dimension Security or Add-In Security.
How to Delete External Users
A Business User can delete an External User by completing the following steps:
Access the User page by navigating to Maintenance > Admin > User Management.
Select the External User.
Click Delete.
Two Step Verification
Additionally, External users are subject to Two Step Verification as it is now mandatory for all external users. This additional security measure prevents unauthorized access to your Planful application. For example, if you call Planful Support and allow an agent to access your application, that agent will be required to not only use a password, but must authenticate via a code sent to their email address (see page below) or via text sent to their mobile phone.
a