- Getting Started
- Structured Planning
- Structured Planning User Guide
- Planning Control Panel Intro
- Snapshot introduced in Planning Control Panel
- Scheduling Template Snapshot Creation Using Cloud Scheduler
- Template Input and View Modes
- Performing Template Input
- Template View Mode
- Template Notifications
- View User History of Any Template
- Different Template Types With Examples
- Global Templates
- Block Templates
- Workforce Planning Templates
- Structural Changes to Template
- Workforce Planning - Classic UI
- Workforce Planning - Enhanced UI
- Overview
- Field Descriptions
- Add Employees to a Workforce Template and Process
- Automated Employee Processing
- Copy Employees from One Scenario to Another
- Update Employee Data
- Search for an Employee
- View Employee Allocations in Graphical Format
- Create a Duplicate Employee
- Delete an Employee
- Delete an Employee Position
- Add a Profile Picture to Employee Profile
- Personalize the Employees list page
- How-Tos
- How to Generate Pay Plans Exception Report?
- How to Select Compensation Items for Calculating Wages?
- How to Add a Profile Picture?
- How to Add Employees?
- How to Copy Employees from One Scenario to Another?
- How to Update Compensation Items Loaded via Data Load Rules?
- How to Add Employees To a Workforce Template and Process?
- How to Generate Workforce Planning Budget Report?
- How to Remove a Value from the Value Set in Workforce Attributes?
- Capital Templates
- Initiative Templates
- Line Item Template
- Allocation Template
- Template and Entity Workflow
- Working with Reports
- Approvers
- Template Examples
- Workforce Planning UI
- Dynamic Commentary in Planning Template
- Snapshot Restore Guidelines
- 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
- Budget Hierarchy and Entity Setup Examples
- How to Create a New Department as a Budget Entity
- Financial Hierarchy Overview
- Setup Finance Hierarchies
- Understanding Calculated Members
- Adding a Calculated Member to an Account Dimension
- Calculated Member Example - Creating a Member and Including it in a Dynamic Report
- Attributes and Attribute Hierarchies
- Overview
- Example of How to Use Attributes
- Adding an Attribute Hierarchy
- Defining Attributes
- Setting Up An Attribute Used in Reporting and Enabling Drill Down to Dimension Member
- Making an Attribute Available for Dynamic Reporting
- Reflecting New Attribute Levels in Reports
- Adding Another Level to Your Attribute Hierarchy
- Alternate Hierarchies
- Report Categories
- Additional Hierarchy Topics
- 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
- Alternate Approach to Data Seeding
- Global Fields
- Refreshing Actuals
- Mapping Templates to Scenarios
- Securing Scenarios
- How to Provide a User with Edit and View Access to Scenarios
- How to Provide Scenario Access to Multiple Users at Once
- Why Secure Scenarios
- How to Automatically Have Access to all Future Scenarios You Create
- When to Secure Scenarios
- How to Set Up Scenario Security for Reporting Purposes
- Clear Data
- Workforce Actuals
- How to Secure Scenarios
- 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
- Wildcard Support for Destination and Reference Account Lines
- Reference Cube
- Setting Up and Applying Global Fields to Templates (Optional)
- What are Global Fields and Why are They Used
- Map Global Fields to Templates for Budget Entity and Scenario
- Global Fields in the Planning Control Panel
- Apply Global Fields to Template Lines Accessed from the Planning Control Panel
- Map the Global Field to Another Scenario and Budget Entities
- Add a Global Field
- Mass Upload Global Fields
- Input Global Field Data
- Setting Up and Using Spreads in Templates (Optional)
- Attributes
- Template Setup Examples
- What To Do Once Template Setup is Complete
- Additional Template Information
- 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
- Approval Role Setup
- 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
- Scheduling Template Snapshot Creation Using Cloud Scheduler
- 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
- Subject Matter Guides
- Capital Planning Admin Guide
- Reporting
- Configuring Time Sets
- Configuring Capital Planning Attributes
- Configuring Time Sets
- Adding Asset Categories
- Adding Assets
- Adding Finance Modes
- Setting Up Finance Mode Templates and Mapping Capital Budget Lines to Your General Ledger
- Adding Capital Templates
- Scenario and Entity Mapping
- User Security
- Inputting Data via the Planning Control Panel
- Initiative Planning Admin Guide
- Add an Initiative to the Initiative Template and Start Budgeting for that Initiative
- Map Attributes to Initiatives
- Open the Template in the Planning Control Panel
- Overview of Steps to Set Up Initiative Planning
- Map the Initiative Template to a Scenario(s)
- Initiative Workflow
- Set up Attributes to Map to Initiatives
- Set Up Categories
- Setup/Design the Initiative Template
- Set Up Approval Roles for the New Template
- Add an Initiative Template
- Add Attributes
- Adding Assets to Initiatives
- Workforce Planning Admin Guide
- Workforce Planning
- Define Compensation Items for Workforce Planning
- Description of Fields on the Compensation Item Page
- Understanding Pre-built Calculation Basis
- How to Set up 401k Match
- How to Update Compensation Items Loaded via Data Load Rules
- How to Copy all Compensation Items and Rates from One Scenario to Another
- How to View Compensation Items in a Report
- How to Make an Workforce Attribute Available as a Value Source
- Marginal Benefit Calculation Setup Examples
- How to Make the Bonus Expense Calculation Variable
- How Changes to Compensation Items Affect Running Scenarios
- Situations When You Can't Edit a Compensation Item
- Compensation Basis Examples
- Add Compensation Items Overview
- Description of Fields on the Add Compensation Item Page
- Understanding of Wages
- Understanding of Wages with Annual Cap
- Understanding Fixed Amount
- Understanding Fixed Amount based on Employee Attribute
- Understanding Fixed Amount per FTE
- Understanding Rate x Hour
- Understanding Tiers on Employee Attribute - Value in Wages
- Understanding Tiers on Employee Attribute - Value in Wages with Varying Annual Cap
- Understanding Tiers on Employee Attribute - Value in Hours per Period
- Understanding Tiers on Employee Attribute - Value in Hours per Period with Annual Cap
- How to Input Data Using the Direct Data Input Compensation Item
- How to Lock Compensation Items to Prevent Modification
- Linking to Global Fields
- 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 Use Pays Setup to Calculate Salary Differently for Salaried Versus Hourly Employees?
- How to Map a Pay Plan at the Employee or Compensation Item Level?
- How to Complete Pays Setup - Workforce Planning?
- Employees Application Page - Workforce Planning
- Personalize the Employee list page - Workforce Planning
- Calculating Budget Review Date and Current Review Date
- Description of Fields on Employee Add Page
- Automated Employee Processing
- Employee Positions Outside of the Current Budget Cycle
- Performance Statistics - Workforce Planning Employee Page
- How to Extract Allocated Employee Information
- How to Move Employees from One Cost Center to Another
- What is Mass Update and How to Apply a Mass Update to Employees - Workforce Planning
- Pop-up Message Introduced across all the windows in Workforce Planning Setup
- Configuring Workforce Planning
- Security Administration
- Workforce Defaults
- Add Employees & Details
- Templates
- Template Mapping
- User Access
- Reporting
- Employee Type
- Budget Entities Explained
- Advance Search in Workforce Planning
- Managing Compensation Items Access and Visibility with the Workforce User Access Tab
- Workforce Planning
- Capital Planning Admin Guide
- Structured Planning User Guide
- Dynamic Planning
- Dynamic Planning Basics
- About Dynamic Planning
- Spotlight versus SpotlightXL
- User Roles
- User Role Permission, Access, and Security
- User Types
- Unified Tenant
- Guard Rails
- Online Help, Support, Community, and Solution Hub
- Supported Browsers for SpotlightXL and Spotlight
- Automatic Signout
- Frequently Asked Questions
- Unique URLs for Artifacts
- Dynamic Planning: SpotlightXL and Spotlight for Office Installation
- 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
- ClickOnce Flexible Deployment
- Troubleshooting Tips
- Installation Best Practices
- Dynamic Planning: SpotlightXL User Guide
- User Roles
- Dynamic Planning Analyze Task
- Overview
- Analyze
- Report
- Excel Report
- Model
- Manage
- Accessing SpotlightXL
- Username and Password Security
- Introduction to SpotlightXL
- User Roles, Access, and Security
- Quick Summary of How to Assign or Restrict Access
- Dynamic Planning: SpotlightXL User Guide: Summary
- Dynamic Planning Analyze, Data
- Dynamic Planning Analyze, Design View
- Dynamic Planning Analyze, Design With, Report
- Dynamic Planning Application Administration
- Dynamic Planning Attributes
- Dynamic Planning Cascade Reporting
- Dynamic Planning Data Locking
- Dynamic Planning Export Data
- Dynamic Planning External Source Model
- Dynamic Planning External Source Model Functions
- Dynamic Planning Groups
- Dynamic Planning How to Add a Group and User Group
- Dynamic Planning How to Add a User
- Dynamic Planning How to Backup a Model
- Dynamic Planning How to Define Substitution Variables
- Dynamic Planning How to Find Data Cells Quickly
- Dynamic Planning How to Load an External Data Source into a Master Model (Legacy)
- Dynamic Planning How to Lock Dimension Members
- Dynamic Planning How to Work with Model, View, and Report Folder and Organization Functionality
- Dynamic Planning Import and Export Data
- Dynamic Planning Manage Task
- Dynamic Planning Manage, Application Settings
- Dynamic Planning Manage, Audit Log
- Dynamic Planning Manage, Metadata Download
- Dynamic Planning Manage, Model Backup and Restore
- Dynamic Planning Manage, Model Permissions
- Dynamic Planning Manage, Process Management
- Dynamic Planning Manage, Request Status
- Dynamic Planning Model Administration
- Dynamic Planning Model Calculations
- Dynamic Planning Model Data
- Dynamic Planning Model Dimensions
- Dynamic Planning Model Formulas
- Dynamic Planning Model Lookup
- Dynamic Planning Model Maps
- Dynamic Planning Model Scopes
- Dynamic Planning Model Setup
- Dynamic Planning Model Substitution Variables
- Dynamic Planning Model Task in Excel
- Dynamic Planning Model Validation
- Dynamic Planning Multi-Tab Reporting
- Dynamic Planning Navigation Access
- Dynamic Planning Negative Amounts in Reports
- Dynamic Planning Office Reports
- Dynamic Planning Overview of Excel Reporting
- Dynamic Planning Refreshing and Formatting Excel Reports
- Dynamic Planning Repeat Headers Across Multiple Pages
- Dynamic Planning Report Design Using Substitution Variables and Expressions
- Dynamic Planning Report Task
- Dynamic Planning Report, Design
- Dynamic Planning Report, Run
- Dynamic Planning Schedule Management
- Dynamic Planning Setting Up an Assumptions Worksheet
- Dynamic Planning Setting Up Excel Reporting
- Dynamic Planning Setting Up Excel Reporting Security
- Dynamic Planning Sharing Excel Reports with People without a Dynamic Planning License Using Snapshots
- Dynamic Planning Spotlight User Guide Supported Chart Types and Formatting on the Web
- Dynamic Planning SpotlightXL User Guide Chart Formatting and Types
- Dynamic Planning Token Management
- Dynamic Planning User Groups
- Dynamic Planning User Management
- Dynamic Planning Using Substitution Variables and Expressions with Excel Reports
- Dynamic Planning View and Report Permissions
- Example Substitution Variable Expressions
- Dynamic Planning SpotlightXL User Guide Function Support
- Dynamic Planning Global Settings for View and Report Properties
- Dynamic Planning How to Add a Chart to a Report
- Dynamic Planning How to Add a Leaf Level Member to a Hierarchy
- Dynamic Planning How to Add or Delete Dimensions from a Model
- Dynamic Planning How to Apply Scope to a Model
- Dynamic Planning How to Cascade a Report
- Dynamic Planning: How to Clear a Model
- Dynamic Planning How to Create a Map
- Dynamic Planning How to Create a Report off a Model and a View
- Dynamic Planning How to Create a View and Specify Properties
- Dynamic Planning How to Create and Load External Source Models
- Dynamic Planning How to Create Dimensions as Attributes
- Dynamic Planning How to Define Dimension Security
- Dynamic Planning How to Define Multiple Number Formats for Dimension Members in Views
- Dynamic Planning How to Delete a Model
- Dynamic Planning How to Download Data from the Structured Planning, Consolidation, and Reporting Applications into Dynamic Planning
- Dynamic Planning How to Filter Members Using Design Manager
- Dynamic Planning How to Generate a Model
- Dynamic Planning How to Lock a User and Prevent Sign On
- Dynamic Planning How to Lock a Model to Prevent Modification or Clearing
- Dynamic Planning How to Lock and Unlock Scaling
- Dynamic Planning How to Lock Members in a View or Report to Prevent Modification
- Dynamic Planning How to Perform Multi-Tab Analysis
- Dynamic Planning How to Restore a Model
- Dynamic Planning How to Save Data on Attributes for Views and Reports
- Dynamic Planning How to Select Data and Member Design Manager Options to Populate Report Values
- Dynamic Planning How to Set up a Power User with Access to Everything
- Dynamic Planning How to Share a POV Dimension Across Models in a Report
- Dynamic Planning How to Specify Match Criteria
- Dynamic Planning How to Use Change Data Tracking
- Dynamic Planning How to Unlock a Locked User
- Dynamic Planning How to Use Currency Exchange Rates
- Dynamic Planning How to Use Drag, Drop, Pivot, and Zoom Actions to Analyze Data
- Dynamic Planning How to Use Excel Based Formulas
- Dynamic Planning How to Use the Metadata Viewer
- Dynamic Planning How to Use Variables in Views and Reports
- Dynamic Planning Publishing and Opening Excel Reports, Word Reports, and PowerPoint Reports
- Transferring Data from One External Source Model to Another External Source Model
- Dynamic Planning: How to Update a Dimension Hierarchy Without Clearing a Model
- Using Dynamic Commentary in Excel Reports
- Dynamic Planning: Manage, Application Statistics
- Dynamic Planning: Best Practices for Model Building, Model Refresh, and Model Restructure
- Dynamic Planning: Group Access
- How to Open a Second Instance of SpotlightXL
- Dynamic Planning: How to Configure the Number of Invalid Login Attempts
- Dynamic Planning: How to Create a Report Based Off an Existing Report
- Dynamic Planning: How to Create a Report Based Off Multiple Models
- Dynamic Planning: SpotlightXL and Spotlight for Office Installation
- SpotlightXL User Summary
- Spotlight for Google Sheets
- Dynamic Planning: Spotlight User Guide
- Overview
- Analyze
- Report
- Model
- Supported Browsers
- Accessing Spotlight
- Username and Password Security
- Dynamic Planning Spotlight User Guide Analyze Task
- Dynamic Planning Spotlight User Guide Model Task
- Dynamic Planning Spotlight User Guide Report Task
- Spotlight User Summary
- Dynamic Planning: Calculation Scheduler Option in Spotlight Web
- Dynamic Planning: Spotlight for Office User Guide
- Purpose of Spotlight for Office
- Installation Options for Spotlight for Office
- Embedding Excel Workbooks in PowerPoint and Word
- One Spotlight Login for all Office Products
- Copying Spotlight Formulas from an Excel View or Report to PowerPoint
- Creating and Formatting a Chart in PowerPoint or Word with Spotlight for Office
- Dynamic Planning: Using Excel Reporting
- 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: Improved Aggregation Process
- Using Drill-Through
- Views and Reports
- Writing Back Data
- 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
- Quick Summary of How to Assign or Restrict Access
- Overview
- Assign User Group Access to Models, Reports, and Views
- 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
- Set up a Contributor User with Access to Specific Models
- 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 API Library
- Base URL
- List of APIs
- Append Attributes (Master and Analytic Models)
- 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)
- Response
- Sample Payload for Updating the Member-Attribute Mapping for Previously Saved Attributes
- Parameters
- Sample Payload for Creating or Appending Attributes and 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)
- Append Dimension Members (Master and Analytic Models)
- Calculation Run (Master and Analytic Models)
- Clear 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
- Dynamic Planning: Subject Matter Guides
- Dynamic Planning: Using Breakback
- Dynamic Planning: Using Excel Reporting
- Dynamic Planning: Using External Source Models
- ESM Formatting in SpotlightXL
- External Source Model Overview
- External Source Model Benefits
- List of Key External Source Model Features
- External Source Model Process
- Creating an External Source Model using Model Manager
- Creating Fields in the External Source Model using Model Manager
- Creating Formulas in the External Source Model using Model Manager
- View Formula in External Source Model
- External Source Model Field Types, Expressions, and Formulas
- Loading Data into the External Source Model
- Loading Data into External Source Models using PCR Data Load Rules
- Transferring Data from One External Source Model to Another External Source Model
- Access to ESMs
- Model Permissions for ESM Models
- Group Access to ESM Views
- Calculations in SpotlightXL Honor Group Access for ESMs
- 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
- Managing Group Access
- Step-by-Step Use Case for Forecasting Revenue Spread Over Time
- Creating a Master Model
- Viewing the Source Data
- Using a Calculation to Load Data into the Master Model
- Defining the External Source Model
- Loading Data into the Opportunity Data External Source Model
- Viewing the Data in the Master Model
- Using Views to Input Future Opportunities into the Source Model
- Defining a Map from Source Model to Master Model
- Explanation of the Lookup Function
- Explanation of the DaysFactor Function
- Backup and Restore of External Source Models
- External Source Model Best Practices
- Dynamic Planning: Using Direct Access (aka Direct Connect) to PCR Financial Reporting
- Purpose of Direct Access to PCR
- 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
- Adding Substitution Variables and Derived Variables to Existing Direct Access Models
- Viewing PCR Substitution Variables and Derived Variables in SpotlightXL
- Creating a Direct Access Model with PCR Substitution Variables and Derived Variables
- Using PCR Substitution Variables and Derived Variables in Reports at Runtime
- 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: Using Model Manager
- Overview
- Accessing the Model Manager
- Purpose of the Model Manager
- When to Use the Model Manager
- Dynamic Planning Model Manager Layouts
- Dynamic Planning Model Manager Security
- Dynamic Planning Model Manager, Creating and Editing Models
- Dynamic Planning Model Manager, Using the Model Artifacts Browser
- Modeling Model Manager, Global Model Actions with the More Menu
- Using Model Manager Summary
- Dynamic Planning: How To Tasks
- Report Collection for Dynamic Planning
- Dynamic Planning Basics
- Consolidation
- Configuration Checklist
- Prerequisites
- Intro to Consolidation
- Standard Journals
- Recurring Journals
- Dynamic Journals
- Non Controlling Interest
- Reclassifications
- Eliminations
- Validations
- Formula Validation
- Copying Journal Entry Data
- Performing Entry Actions on Multiple Entries
- Rules
- Reporting
- Consolidation Status
- Consolidation Functionality Changes
- Consolidation User Options
- Consolidation Control Panel
- When Consolidation Is Needed
- Configuration Tasks
- Security Administration
- 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
- Currency Exchange Rate
- Interim Currency
- Currency Exception
- Hyperinflationary Economy
- Calculation Exceptions
- CTA
- Reporting Currency
- Entity Currency
- Currency Setup Summary
- Standard Reports
- Setting Up Hierarchies
- Finance Hierarchy
- Reporting Members
- Calculated Members
- Alternate Hierarchies
- Dated Hierarchies
- Sibling Hierarchies - Multiple Set of Books
- Source Hierarchies Used to Create Sibling Hierarchies
- How to Create a Sibling Hierarchy Using a Sibling Hierarchy as the Source
- What are Sibling Hierarchies and Why Do I Need to Create Them
- How to Create a Sibling Hierarchy Using the Main Company Hierarchy as the Source
- How to Add Members to Sibling Hierarchies
- Report Categories
- Hierarchy - Reporting, Entity, & Interim Currency
- Additional Hierarchy Topics
- Best Practices
- 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
- User Management
- Administration
- Journals
- Non Controlling Interest
- Reclassifications
- Eliminations
- Validation
- Consolidation Process
- Cloud Scheduler for Consolidation Admin
- What is Cloud Scheduler and How Does It Work?
- Providing Users with Access to Cloud Scheduler
- Understanding Process Flow and Job Manager
- Cloud Scheduler for Consolidation Admin Summary
- Cloud Scheduler for Standard Journals
- Cloud Scheduler for Recurring Journals
- Cloud Scheduler for Reclassification Journals
- Consolidation - Income Statement Retained Earnings Account & Retained Earnings Roll Forward
- Security Overview
- Centralized Security
- 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
- Load Data to Planful
- Actual Data Templates
- Translations Setup
- Export Data / Export Data Setup
- Transaction Details
- Data Calculation Exceptions
- Additional Data Load Topics
- Verify Data
- How to Verify Data was Loaded to Planful
- Description of Fields on the Verify Data Page
- Data Load History
- How to Load Zeros Through Data Load Rules to Reflect in a Template
- Best Practices for Loading Data
- Data Load Missing Segment Member - Opt In Feature
- Auditing Data Integration
- Limitations when Loading Data
- Overview and Cheat Sheet
- Loading Data to Planful Summary
- Scenario Setup
- Overview
- Description of Fields on the Scenario List Page
- 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
- Scenario Setup Summary
- How to Provide Scenario Access to Multiple Users at Once
- How to Delete a Template from a Locked Scenario
- How to Add a Report Category
- 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
- Loading Data with An Elimination Company
- How-tos?
- How to Setup for Enhanced Retained Earnings Roll Forward?
- How to Configure 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?
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Description of Fields on Employee Add Page
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To add employees, select the Employee list box and click Add. The following fields are displayed on the Employee Add page.
Process Status
When you click Save, employee information is saved to the database immediately. No processing is performed at that time (for example, to calculate compensations and allocations for an employee position). Instead, Process Status displays processing status for the employee and you can select when to process unprocessed employees. Initially, when you save an employee, the status is "Not Processed".
Employee Number
A number to identify the employee. You may edit this number once saved on the Employee page.
See: Employee Number Lock Opt-in Feature
Employee Name
Alpha-numeric characters allowed.
Home Budget Entity
The entity the employee belongs to.
Hire Date
The Hire Date and the Position Start Date are the same in most cases. However, in some cases an employee can be tied to two different positions with the same organization making Position Start Date a possibility. The expense of the employee is always driven by Position Start Date.
Position Info.
Position Description - Name of the employee's job description.
Position Budget Entity - The home budget entity, which may be edited if an employee moves to another department. This selection is tied to allocations and populates the Company Allocations column.
Position Start - Select the start date of the position.
Current Raise Percent - - Determined by employee type. Intended to have raise calculations when the raise dates are prior to the budget scenario start date (since the payroll upload date).
Next Review Date - Select the date of the employee's next review.
Review Type - Select whether there will be a single or multiple reviews. If you select Multiple, the Date and Percentage fields are displayed. Select the date of the review and enter the raise percentage. Add and delete raise dates and percentages as needed by clicking the Add or Delete buttons.
Budget Raise Percent - Based on anniversary dates. The Next Review Date determines the Budget Raise Date. For example, the next review date falls between the Scenario Start and End Dates. Enter the percent increase in merit that employees will receive. A valid raise percentage should be between -100 and 100, which is consistent with multi-raise percent. Budget raise can be managed and administered centrally at the employee type level rather than at the employee level.
Budget Raise Amount - Adjust employee salary by amount.
When an Admin adjusts an employee’s raise by amount, the system calculates the percentage automatically based on amount entered. In the example below, raise is entered for a single employee as an amount versus percentage. The results is that the system keeps the yearly raise constant and adjusts the percentages accordingly.
In the example below, budget raise amount is entered for multiple employees.
Budget Raise as Amount functionality is available on the Employee Add/Edit pages (for single and multiple employee raise amount) and Employee List page (for single employee raise amount). Also, Admins can access the Employee Add/Edit pages from the Maintenance menu (accessed by navigating to Maintenance > WFP > Workforce Planning Setup). End users can access the Employee Add/Edit and List pages via the template opened from the Planning Control Panel.
When entering data for a single employee, budget raise as amount displays on the Employees List page (accessed via template input from the Planning Control Panel) as shown below.
Budget raise as amount is not available on Employees List page when budget raise amount is entered for multiple employees as shown below.
You cannot load budget raise amount data using Data Load Rules. If you enter budget raise as amount for an employee and then data is loaded for that employee via Data Load Rules, the setting will be reverted to Budget Raise as Percentage.
- Budget Review % - Budget Review % will be blank when Amount is selected for Budget Review In and the Budget Review Amount is changed. This is because Budget Review % does not recalculate to reflect the percent. For example (using the image below), if you select Amount for Budget Review In for Employee 162 and you change the Budget Review Amount to 5000.00, the Budget Review % field will be blank. It will not show 3.00%. However, when you export this grid (under the More list box) to Excel, the Budget Review % will be displayed in the exported spreadsheet data.
Employee Type - Select an employee type, which determines the compensation items associated with the employee.
Pay Plan - The salary plan (i.e. monthly, weekly, etc.).
Position End - Select the end, or termination, date of the position.
Salary Class - Select hourly and provide hours/month and rate entry information, or, select Annualized and enter an Annual Salary amount.
Annual Salary - Annual salary can be adjusted by end-users via the Workforce template accessed via the Planning Control Panel. Click here to read all about it. Or, search on "How to Adjust An Employees' Annual Salary With Examples".
Add Notes - Add notes and attachments to employee positions for reporting purposes. For example, add a requisition for employee related costs or make notes for new hires. Enter notes in the Notes field. To attach a document, click Browse. Attachments are listed based on the date and time added along with the user that added the attachment. Print notes by clicking the Print button. After attaching documents and / or entering notes, click Save. The following document types are supported: .gif,.png,.jpeg,.jpg,.tif,.tga,.doc,.docx,.xls,.xlsx,.ppt,.pptx,.txt,.rtf,.pdf,.csv,.vsd
Reporting Attributes - Used for managing additional information for employee position. Not used in compensation cost calculations.
Employee Positions Outside of the Current Budget Cycle
You can set up employee positions outside of the current budget cycle with flexible position start and ends dates. For example, you can set up an employee termination while the budget plan is in development but before the planning scenario start date. Or, hire an employee with a state date after the planning scenario start date.
When you enter a start or end date that falls outside of the budget cycle, Planful computes compensation and allocations appropriately. For example, if an employee is terminated, no data for that employee will be posted and transferred to the main budget.
When an employee position is not within the planning horizon, the Allocations tab is disabled (shown below) and default allocations are applied. This ensures that there are no allocations done for the current budgeting / planning scenario, which results in an accurate budget.
When the template is copied back to the Default scenario, the Allocation tab is enabled. When an employee position is not within the budget cycle, additional positions cannot be added to the employee. Out of budget employee allocations cannot be edited. When employees considered "out of budget" are mapped to a plan scenario in which their positions become active, allocations period ranges can be updated by adjusting from and to periods on the allocations tab.
If the Hire Date is changed, the Position Start date is automatically updated. The automatic update is only performed when Hire Date is equal to Position Start date.
Compensation Items
- Compensation items are displayed based on the employee type assigned to the employee.
To associate compensation items with an employee, select the item in the Available Compensation Items pane and click the forward arrow to move the item to the Assigned Compensation Items pane.
For compensation items created that vary annually, additional details are displayed. You can modify the Effective Date and Percentage amounts. These modifications will not affect the compensation item setup and will only be modified for the employee you are adding or editing.
You can perform the following actions in the Compensation Items tab:
Add - Click Add to add new compensation item. The Add Compensation Item window appears.
Edit - Click Edit to edit an existing compensation item. The Edit Compensation Item window appears.
Delete - Click Delete to delete a compensation item.
Copy - Click Copy to copy any existing Compensation item and add a new Compensation item.
When you copy any Compensation item and add a new Compensation item, all details available in the original Compensation item, such as Compensation Group, Account, and so on are automatically copied to the new Compensation item.
While copying any Compensation item, you can specify the required New Compensation Code and New Compensation Name in the Copy Compensation pop-up window. By default, the value for the New Compensation Code field is copy_code and for the New Compensation Name field it is copy_name.
Apply Filter - Click Apply Filter to filter compensation item based on Compensation Item Code, Compensation Item Name, Basis, or Compensation Group.
Export - Click Export to export compensation item details to Excel or to Print the compensation item details.
Workforce Attributes
Attributes are based on the compensation items mapped to the employee and setup on the Add Attribute page.
You can perform the following actions in the Workforce Attributes tab:
Add - Click Add to add new workforce attribute. The Add Attribute window appears.
Edit - Click Edit to edit an existing workforce attribute. The Edit Attribute window appears.
Delete - Click Delete to delete a workforce attribute.
Copy - Click Copy to copy any existing user-defined attribute and add a new user-defined attribute.
When you select any attribute and click Copy, all details available in the original user-defined attribute, such as Attribute Name, Attribute Type, Reporting attribute, and so on, are automatically copied to the new user-defined attribute.
While copying any user-defined attribute, you can specify the required New Attribute Name in the Copy Attribute pop-up window. By default, the New Attribute Name field's value consists of the prefix "copy_" followed by the attribute name.
Apply Filter - Click Apply Filter to filter workforce attribute based on Attribute Name, Attribute Type, or Reporting Attribute.
Export - Click Export to workforce attribute details to Excel or to Print the workforce attribute details.
I/P Comp Items
Input dollar amounts by month.
Cells for the periods outside of the scenario projection start or the periods outside of the position start/end date are locked from data input.
Click Copy Forward to copy cell data to other periods on a given row.
Displays two decimal values by default. When you select a cell to edit, decimals are displayed.
Allocations
Employees can be allocated to multiple budget entities. Allocations contain compensation item level detail when By Compensation Item is selected as the employee allocation method on the Define Workforce Planning Budgeting Criteria page. If By Department is selected as the employee allocation method on the Define Workforce Planning Budgeting Criteria page, you will not have the Compensation Item column.
If you create a duplicate allocation (same compensation item, same segment combinations on multiple rows) on the Allocations setup page, Planful will identify the duplication and consolidate the allocation to a single entry with an aggregated allocation of 100 percent.
You can enter allocation percentages (Alloc Pct) with decimals. The Allocations grid displays up to 2 decimal values by default.
Allocation Periods for Time Based Compensation Allocations:
Allocation periods are set up so that you can select from a planning scenario start period and allocate through the end date of the scenario, irrespective of the position start or projection start date. This flexibility allows you to setup allocations for employees associated with Forecast scenarios and assists with a copy back of allocations from a Forecast scenario to the Default scenario. Note that all compensation calculations for employees still take place according to the position start and project start date setup.
You must setup allocations for the entire active duration of the employee position (position start and position end). For example, if an employee's position starts on 6/4/2017 and ends on 1/5/2018, allocations for this employee position should cover all periods between Jun-17 and Jan-18. If allocations are not provided, an error message will occur (Allocation not provided for all periods).