Release Updates

With this release, only users with the Edit Subline Summary Line checkbox enabled can edit the cells in summary lines in Subline templates. This feature allows administrators to control who can edit the summary lines in Subline templates, preventing users from accidentally overwriting or deleting formulas. This helps save time and effort when reviewing the formulas.

In Practice: Accessing the Edit Subline Summary Line option:

1. Log in to the Planful application and click Maintenance > Administration > User and Role Management.
2. From the User list, search for the desired user to provide permission to edit the summary cells and click the security icon next to them.
   
   
3. Click Approval Role Setup from the menu.
   
   
4. The Approval Role Setup page displays with the Edit Subline Summary Line checkbox enabled.
   
   
   Note:

   By default, the Edit Subline Summary Line checkbox is enabled for all users.
   
   
5. Disable the Edit Subline Summary Line checkbox to lock the summary lines from editing.
   Note:

   Users without this permission will see these cells as locked or read-only.

With this release, we have introduced a new option that allows you to set a default homepage after logging in to the Planful application.

Previously, you could set your homepage under the User Settings section of the General tab. This is accessible from the Manage Your Account option in the user profile menu in the top-right corner of the application, or from Maintenance > My Settings. If you have already set a homepage, you will continue to see your selected homepage upon login.

For new users or those who do not have set a homepage, a new option called Change Start Page is now visible. Clicking this opens a dialog where you can choose a preferred start page. The dialog includes Popular Pages and All Pages, with the All Pages section with a search option to search for the required page.

In practice: How to Set Your Default Homepage?

To set a default Homepage, do the following:

1. Log in to Planful. If you haven’t set up a homepage yet, the Change Start Page option will appear.
2. Click on the Change Start Page to open the selection dialog.
   
   
3. In the Select Start Page dialog, select your preferred homepage:
   1. Select from Popular Pages for quick access to commonly used pages.
      
      
   2. Use All Pages with the search feature to find specific pages.
      
      
4. Click Save to confirm your selection. Your selected page will now be your default homepage on login.
   
   

To update your homepage later, go to User Settings > General Tab under Manage Your Account in the user profile menu, or navigate to Maintenance > My Settings.