Configuration Task Page - Description of Fields

Information is provided below on the fields on the Configuration Task page accessed by navigating to Maintenance > Admin > Configuration Tasks.

Task

All application configuration tasks are listed. Click on a selected task to navigate to the associated Definition page.

Status

A red circle indicates that the task is incomplete. A green check mark indicates the task is complete. Once the task status is set to Complete, you cannot modify the definition of the task.

Due Date

Enter a date that the task will be completed.

Notes

Add notes or comments to a task. For example, if the task due date changes, enter a note explaining why.

General Financial Configuration - Required

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

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

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

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

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

Define Capital Budgeting Criteria - Required for Capital Planning

Access the Define Capital Budgeting Criteria page to define attributes to be used when adding templates for Capital Budgeting purposes. If you plan to use Capital Budgeting functionality, complete this task.

See the Capital Planning Admin Guide.

Define Workforce Planning Budgeting Criteria - Required for Workforce Planning

Access the Define Workforce Planning Budgeting Criteria page to define Workforce criteria for Workforce Planning. If you plan to use Workforce Planning functionality, complete this task.

See the Workforce Planning Admin Guide.

Data Integration Configuration

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

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

Web Service Access

Define security access to import data from an external source into the Planful application through Web Services.

Additionally, use the Web Service Access page to notify users when data is loaded to Planful via Web Services.

Descriptions of fields on this page are provided below.

API - Enable or disable Web Service Access.

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

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

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

More information on Web Services is provided in the Loading Your Data to Planful section.

Cloud Services

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

You can load data to Planful from Google Drive.

Additionally, you can use the NetSuite data connector to integrate Planful with NetSuite.

More information on Cloud Services is provided in the Loading Your Data to Planful section.

Define Login Restrictions

Access the IP Addresses Restriction page to limit users to a maximum number of parallel sessions per user ID. Exceeding the maximum number will result in a message indicating that the user has exceeded the maximum number of sessions and return the user to the login page.

Collaboration Configuration

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

See: Collaboration for set up and use information

DLR Data Calculations Configuration

Define exceptions to default calculations when loading data to Planful.

See Data Calculation Exceptions for information on how this works, set up details, and use information.

MyPlan Configuration

Used specifically for the MyPlan application.

See the MyPlan Admin Guide.

Define Reporting Areas

Reporting Cubes are configured automatically when you click it as long as the associated configuration tasks are complete.

Planful Reporting Cubes are multi-dimensional structures defined by a set of dimensions and measures used to analyze data for reporting purposes.