- 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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Modeling 2.8.1: Microsoft Office 2019 Support for Modeling
We now support Microsoft Office 2019 in SpotlightXL and Spotlight for Office. See System Requirements.
Modeling 2.8.1: No New Add-In
The SpotlightXL and Spotlight Office Add-Ins were not changed in this release. This release does not require existing users to upgrade their client software.
Modeling 2.8.1: Updated Look for the Spotlight Login Pages
In this release, the look for the login page in SpotlightXL, Spotlight for Office, and Spotlight (Web) is changed.
When you click to login from SpotlightXL, SpotlightWord, SpotlightPPT, or Spotlight (Web), you see the updated look. It is similar to the login page for Host Analytics Planning, Consolidation, and Reporting applications. Enter your username and password, then click Login.
Note that there is no change to the URL, username, or password. Only the look and feel of the login page has changed.
Modeling 2.8.1: Converting a Master Model into a Direct Access to PCR Model
In this release, administrators can now convert an existing Master model into a Direct Access to PCR model using Backup and Restore. If the existing Master model was set up with the traditional integration method of connecting to the financial reporting area of PCR, it is possible to switch it over to the newer Direct Access integration method, which has less maintenance. This is accomplished by backing up the Master model with no data and then Restoring it as a Direct Access model.
This functionality is available for all customers.
The Direct Access method of integration is described here: Modeling: Using Direct Access to PCR Financial Reporting.
Contents
Advantages and Disadvantages of Converting
Pre-Requisites to Converting to a Direct Access to PCR Model
Basic Method to Convert a Master Model to a Direct Access to PCR Model
Detailed Steps to Convert a Master Model to a Direct Access to PCR Model
Advantages and Disadvantages of Converting
Using Direct Access to PCR has several benefits:
No need to manage the data and metadata synchronization between PCR and Modeling. It happens automatically.
No need to run calculations to move data and metadata.
Instant access to PCR data and metadata in Modeling.
The data and metadata reside and are maintained in only one place within PCR.
Using Direct Access to PCR also has some limitations:
You cannot write back data from within Modeling.
Views and reports cannot use Save Data or Breakback options.
Pre-Requisites to Converting to a Direct Access to PCR Model
Before a Master model can be converted to a Direct Access to PCR (DAP) model, it must meet the following criteria:
All of the data and metadata in the Master model must have been sourced from PCR. In the map that created the Master model, the Source model must be HACPM_Financial.
The Master model should have been designed for reporting purposes only (no saving data and no write back to PCR). If there are any views or reports for the Master model, if they had Enable Save, this functionality will not work once the model is converted to a DAP model. It is recommended to turn off Enable Save on views and reports before the conversion.
In the map that was used to create the Master model, lookups cannot be used.
All the dimensions in the Master model should be sourced from HACPM_Financial. The Master model cannot have dimensions that are not found in HACPM_Financial (the map must not contain target dimension filters).
Dimension names must match those in HACPM_Financial.
The Master model cannot have a BudgetEntity dimension.
The Master model should not have dimensions mapped to HACPM_Financial attributes. While we support the notion of creating attributes as dimensions when sourcing the data from PCR, if the Master model uses this type of mapping, then it cannot be converted into a Direct Access to PCR model.
Basic Method to Convert a Master Model to a Direct Access to PCR Model
The basic method to convert a Master model into a Direct Access model is as follows. Always test the process first in a sandbox or staging environment.
Login to Spotlight (web).
Backup the existing Master model, with no data.
Delete or rename the existing Master model.
Use Restore As to restore the model with the original name and set the flag for Direct Access to PCR.
Detailed Steps to Convert a Master Model to a Direct Access to PCR Model
Refresh the application into ModelSBX (customer sandbox) or ModelSTG (staging).
Select the Master model to convert to a DAP model.
If the Master model has a map with type Metadata or Both, save this map again to validate it. Sometimes, such maps reference deleted dimension members and clicking Save will point out the problems.
Verify that the Master model can be converted into a DAP model. See the Pre-Requisites above.
Backup the Master model with no data. This creates a local ZIP file.
Note:It is not a bad idea to backup the Master model with leaf-level data as well, so you have an archive of your previous implementation.Clear and delete the original Master model.
Using Model Manager on the Web, click to Restore a model, locate the ZIP file, and check the box to Restore as a DAP model. Ensure the Restore As name has the same name as the original Master model; otherwise, Excel Reports will not work.
Run the calculation on the restored model to refresh the metadata and download alternate hierarchies, attributes, and attribute hierarchies. After this step, the model will be generated and locked.
Validate views, reports, and Excel Reports for the restored model.
Repeat steps 2 through 9 for other models.
If the restored models pass validation, repeat this process in your production environment.
Details for Administrators
When you Restore a Master model as a DAP model, only one map is retained: the one of type Metadata or Both. All other maps are deleted. The map with type Metadata or Both will be converted into a map with type Metadata. If there is no existing map with type Metadata or Both, a new map with type Metadata will be created by default; it will specify to download All Members for all dimensions.
When you Restore a Master model as a DAP model, all scopes, formulas, and calculations previously associated with the Master model are deleted. One calculation is created; it is the standard one created with all DAP models, containing five steps to refresh the model. See Hierarchy Updates.
All existing attributes from the Master model will be deleted. Attributes and attribute hierarchies mapped to the financial cube in PCR will be downloaded. Attributes mapped to a dimension are not supported because, in this case, the Master model would then have a dimension not found in HACPM_Financial. The Master model should not have dimensions mapped to HACPM_Financial attributes.
Modeling 2.8.1: External Source Models Enhanced to Support Transferring Data from One External Source Model to Another External Source Model
In this release, we are adding support for copying data from one External Source Model to another External Source Model. Just as you can copy data from an External Source Model into a Master or Analytic model using an ESM map, now you can use the same method to copy data from one ESM to another. You must first define both the Source and the Target ESMs using the Source Model page, then you can define the Source Map to transfer the data. When the map is run, all data in the Target ESM is deleted before the data transfer from the Source Model is done.
A common use case for this feature would be to store your data load inputs in one ESM and your calculated/formula fields in a second ESM. The formula fields in the second ESM depend on data from the first ESM, so you can copy the requisite fields to the second ESM, which automatically calculates the formula fields. After verifying the data load, then load the data from the second ESM into your Master model.
Contents
Defining a Map from a Source ESM to a Target ESM
Using a Calculation to Load Data into the Target ESM
Using Filter Fields to Limit the Data Load
Example Source ESM
In the examples in this section, the Source Model is Budget. The Source Model has 8 fields.
Here is the data in the Source Model.
Example Target ESM
In the examples in this section, the Target ESM is Revenue. The Target ESM also has 8 fields but some fields are different than the Source Model.
Defining a Map from a Source ESM to a Target ESM
The Source Model is a two-dimensional table of data organized into fields. The Target ESM must contain at least as many data-input fields as the Source Model. You will map the fields from the Source Model to the fields in the Target ESM. You must provide a mapping for all the data-input fields in the Target ESM; data-input fields are those marked as Yes for Include in Data Load.
Go to Model > External Source Model > Source Map.
Enter a name for the map.
From the Model drop-down list box, select or specify the name of the Target ESM you want to map the Source ESM to. In the drop-down list box, the ESMs are listed separately under a sub-heading called ESM.
Select the Source Model from the Source Model drop-down.
Select Data for Type.
Set Append Missing Dimension Members to No. This option applies only to mapping to Master or analytic models.
Now specify the fields from the Source Model that map to fields in the target ESM. Not all fields in the Source must be mapped, but you must provide a mapping for all the fields in the Target ESM that are marked as Yes for Include in Data Load.
For fields in the Target ESM but not in the Source Model, specify Field: None, Maps To: DimensionFilter, the field name in the Target ESM under Target Field, and the text, number, or date to be placed into the target model under Default Value.
Save the map.
Using a Calculation to Load Data into the Target ESM
To copy data from the Source Model to the Target ESM, you must use a calculation to run the External Source Map. When the map is run, all data in the Target ESM is deleted before the data transfer from the Source Model is done.
Calculations are stored within a Master or analytic model. We suggest that you create the calculation inside the Master model that the ESM data will eventually be loaded into.
Go to Model > Calculation.
Select the Master model associated with your ESMs from the Model drop-down.
Give the calculation a name.
Create the first step of the calculation by selecting ExternalSourceMap from the Type drop-down.
Select the name of the map you created in the previous task from the name drop-down.
Save the calculation.
Run the calculation.
When using this calculation to execute the ExternalSourceMap, the existing records in the Target ESM are deleted, and then records from the Source Model are copied to the Target ESM. To verify the data in the Target ESM:
Go to Model > External Source Model > Source Data.
Select the Target ESM from the drop-down and click Refresh.
If there were any formula fields in the Target ESM, they are calculated and displayed on the screen.
Using Filter Fields to Limit the Data Load
If you want to load only a subset of data in the Source model, use the Filter Field section of the Source Map to indicate which rows of data to load. In the following example, the map indicates that only rows with Department Aerospace should be loaded from Budget to Revenue.
Here is the resulting data.
Multi-ESM Use Case
The following example shows how you can use multiple external source models to generate valuable forecasting data for sales and consulting revenue.
Data inputs about the prospective customer, sales rep, potential revenue amount (ARR), and potential implementation consulting revenue are loaded into an ESM called Revenue Opportunities.
Sales revenue is forecast monthly based on a project start date and a term. To keep the ESMs organized and of a manageable size, there is one ESM for each year to store the monthly forecast.
Consulting revenue is forecast quarterly based on a project start date and four quarters of payments. To keep the ESMs organized and of a manageable size, there is one ESM for each year to store the consulting forecast.
Revenue Opportunities identifies 8 data input fields that you need to load.
Here is the data load file for Revenue Opportunities.
The Revenue ARR amount is spread over 2018 and 2019 in this example. An ESM for each year is created. Only 4 fields from Revenue Opportunities need to be mapped to the ARR Spread models to generate the monthly forecast.
Here are the maps to copy the four input fields from Revenue Opportunities to the Spread models.
Here is the calculation to run the two ESM maps.
The resulting ARR spread data is as follows.
Similar to ARR, the Revenue Implementation Consulting amount is spread over 2018 and 2019 in the following example. To show a different use case, we assume that consulting will be paid in 4 equal quarterly payments and will last no longer than 4 quarters, even if the Term of the project is more than 12 months. An ESM for each year is created. Only 3 fields from Revenue Opportunities need to be mapped to the Consulting Spread models to generate the monthly forecast.
Explanation of the Quarterly Formulas
For syntax of the ESM functions, see External Source Model Field Types, Expressions, and Formulas.
We have a Service Start date and need to calculate the dates of the following three quarters.
Formulas are created which calculate what the month and year is 3 months later, 6 months later, and 9 months later.
If the Service Start date is late in the year, then adding 3, 6, or 9 months will push into the next calendar year. For example, 11/1/18 plus 3 months is 2/1/19.
If you add 3 to the Service Start date month (11 + 3 = 14), and the result is greater than 12, then you need to subtract 12 to get the correct month (14 - 12 = 2).
IF(MONTH([Service Start])+3<13, MONTH([Service Start])+3, MONTH([Service Start])+3-12)
Similarly with the year, if you add 3 to the Service Start date month (11 + 3 = 14), and the result is greater than 12, then you are into the next year, so you need to add 1 to get the correct year (2018 + 1 = 2019).
IF(MONTH([Service Start])+3>12, YEAR([Service Start])+1, YEAR([Service Start]))
Once you have fields defined that store the month and year of the following three quarters, you can put it all together and create fields to store the Consulting Q2, Q3, and Q4 dates.
Date([Service Start Q2 Month],[Service Start Day],[Service Start Q2 Year])
- To create the monthly forecast of consulting revenue, we want 25% of the Implementation Consulting numeric value to appear in each of the four months of the Consulting Q2, Q3, and Q4 dates.
For Nov-2018, if the Service Start date, Consulting Q2 date, Consulting Q3 date, or Consulting Q4 date has a Month=11 and a Year=2018, then calculate Implementation Consulting]/4, otherwise 0.
In other words, if any of the following conditions are True, then the OR condition is True and will result in [Implementation Consulting]/4.
AND(MONTH([Service Start])=11, YEAR([Service Start])=2018)
AND(MONTH([Consulting Q2])=11, YEAR([Consulting Q2])=2018)
AND(MONTH([Consulting Q3])=11, YEAR([Consulting Q3])=2018)
AND(MONTH([Consulting Q4])=11, YEAR([Consulting Q4])=2018)
IF(OR(AND(MONTH([Service Start])=11, YEAR([Service Start])=2018), AND(MONTH([Consulting Q2])=11, YEAR([Consulting Q2])=2018), AND(MONTH([Consulting Q3])=11, YEAR([Consulting Q3])=2018), AND(MONTH([Consulting Q4])=11, YEAR([Consulting Q4])=2018)), [Implementation Consulting]/4,0)
Here are the maps to copy the three input fields from Revenue Opportunities to the Spread models.
Here is the calculation to run the two ESM maps.
The resulting Consulting Revenue spread data is as follows.
Reporting
Additional Standard Reports Now Available in the Planning Control Panel
The following reports are now available under the Reports tab in the Planning Control Panel:
Budgeted Data
Capital Budget Analysis
Subline Data
Budget Entity and Scenario are updated for the report based on the selections made in the Planning Control Panel.
Platform
Office 2019 Support for PCR
We now support Office 2019. Please see the Browser Support Matrix.
Browser Support Matrix
The following browsers and browser versions are supported as of this release:
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Client Hardware | 1 GB memory minimum but 4 GB recommended. Intel / AMD single processor (1 GHz, but 2 GHz recommended | |||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Data Integration / Other
Enhancement to Scenario Selection in Detailed HR–Employee Data Load Rule (DLR)
You now have the ability to retain the Data Load Columns when you change the Scenario in the Define Overall Rule Settings tab for a Detailed HR – Employee Data DLR.
For example, when you select Scenario 2 after selecting Scenario 1 from the Scenario drop-down list, the Scenario Change pop-up window displays a confirmation message to retain the columns, and if you click:
Yes: The columns from Scenario 1 will be retained for Scenario 2.
No: The columns from Scenario 1 will not be retained for Scenario 2. If there are any columns saved against the DLR for Scenario 2 then those columns will be displayed along with the default columns.
To save the column settings for a scenario, click Next.
The image below displays the Scenario Change pop-up window when you select Budget 2017 scenario after selecting Budget 2013 scenario.
Prior to this release, when you changed the Scenario, the Data Load Columns were not retained. If you wanted to retain the columns, you had to load individual columns and save the settings again.
Common
Update to Application Searchable Drop-downs
Searchable drop-downs (like the one shown in the image below) are on many application pages throughout the Host Analytics application. Some examples include the Template Setup application page in Planning where you can map segments and the Journals page in Consolidation where you can select segments.
Prior to this release, when you searched within the drop-down, the application would return results based on “begins with” criteria. With this release, when you enter search data in these drop-downs, the application returns results based on “contains” criteria.
In Practice:
Let’s say you know an account “contains” the number 10. You enter 10 in the Account field and (based on the image below) accounts 1100 - Cash Checking and 1110 - Money Market are returned. These accounts are returned because they both “contain” the number 10. Prior to this release, the system would search for an account that “began with” the number 10.
Now, let’s say you search on the word Receivable. There are 3 accounts that contain the word Receivable. So, those accounts shown in the image below will be returned.
Retirement of the Excel Query Add-In
The Excel Query Add-In has been retired. For more information, access the Support Portal and click the following link: https://planfulcommunity.force.com/customer/s/article/360015116111-202524183
Table of contents
- Modeling 2.8.1: Microsoft Office 2019 Support for Modeling
- Modeling 2.8.1: No New Add-In
- Modeling 2.8.1: Updated Look for the Spotlight Login Pages
- Modeling 2.8.1: Converting a Master Model into a Direct Access to PCR Model
- Modeling 2.8.1: External Source Models Enhanced to Support Transferring Data from One External Source Model to Another External Source Model
- Reporting
- Platform
- Data Integration / Other
- Common
- Retirement of the Excel Query Add-In