- 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?
- How to Disable Display of Security Option from the Consolidation Control Panel?
- References
- Reports
- Reports User Guide
- File Cabinet
- Report Sets
- Dynamic Reports
- Overview
- Composition of a Dynamic Report
- Dynamic Report Setup Functionality
- Formatting a Dynamic Report - Overview
- How to Access the Format Pane
- An Explanation of Standard Formatting Functionality
- Cell Level Formatting Explained
- How to Reset Formatting Selections
- Situations When Formatting is Disabled or Can't be Applied
- How to Resize and Save Groups of Columns in a Dynamic Report
- Currency Display in Dynamic Reports
- Automatic Data Refresh
- Template Notes in Dynamic Reports
- Overview
- How to Display Template Notes in a Dynamic Report
- When Templates Notes Will NOT Display
- Template Notes in the Operational Planning Tab of a Dynamic Report Drill Through Report
- Dynamic Report Output Functionality
- How to Export to Excel All Members in a Rollup in a Dynamic Report
- Template Notes in DR
- Dynamic Commentary
- How to Post a Comment
- Dynamic Reports Mapped to Planning Templates
- Dynamic Reports Mapped to Planning Templates Overview
- Copying Dynamic Reports
- Print Dynamic Report
- How to Create and Modify Dynamic Reports
- Build and Run a Dynamic Report
- Enhanced Drill Through in Dynamic Reports
- Template Notes in Dynamic Reports
- How to Display Template Notes in a Dynamic Report
- Exporting Dynamic Reports Output in Unprotected View
- How to Modify a Dynamic Report from the Template Interface Accessed from the Planning Control Panel
- Integrating Dynamic Reports with Financial Package Publisher
- Drilling Capabilities
- How to Create and Modify Dynamic Reports Summary
- Dynamic Reports Use Case
- Setting Up and Using Substitution Variables
- Best Practices
- Limitations
- Overview
- How to Use Substitution Variables in Dynamic Reports
- How to Set Up Substitution Variables
- Modify the Look and Feel of Dynamic Report Output
- Best Practices and Tips
- Dynamic Reports Options
- Report Collection
- Financial Package
- Spotlight for Office
- Overview
- How to Log Into Spotlight for Office
- Copying Spotlight Formulas from an Excel View or Report to PowerPoint
- Copying Spotlight Formulas from an Excel View or Report to Word
- Copying Spotlight Formulas to PowerPoint using Copy Formulas
- Copying Spotlight Formulas to PowerPoint using Design PowerPoint Report
- Using Spotlight for Office
- Reports Administration Guide
- Configuration
- Security Administration
- Currency
- Hierarchies
- Load Data to Planful
- Setting Up Scenarios
- Reporting Roles
- File Cabinet
- Dimension Security
- Point of View
- Substitution Variables
- Lock Data
- Standard Reports
- Reporting Scenario Setup
- Cube Settings
- Workforce Reporting
- Workforce Reporting Enhanced Notifications
- Process Reporting Area
- Spotlight for Office
- Limitations
- Reports User Guide
- Dashboards
- Dashboards User Guide
- What are Dashboards
- Why Use Dashboards
- When to Use Dashboards
- How to Use Dashboards
- Dashboard Designer
- Using Consider Absolute Value Denominator Option for KPI Chart
- Using Dynamic Planning Data in a Dashboard
- Dynamic Report Chart
- Dashboard Read
- Saving Dashboards
- Refreshing Dashboards
- Using Filters
- Custom Color Schemes
- How to Build a Workforce Dashboard
- Setting Dashboards as Your Homepage
- Best Practices
- View History from Dashboards
- Dashboards User Options
- Dashboards Administration Guide
- Providing Users with Navigation Access to Dashboards
- Dashboards Reporting Area
- Use Dynamic Planning Data in Dashboards
- Dashboards Dimension Security
- Dashboards Scenario Security
- Dashboards Budget Entity Security
- Substitution Variables
- Pre-Defined Custom Members/Formulas
- Dashboard Sharing
- Edit Versus View Access to Dashboards
- Dashboards Versus Dynamic Reports
- Dashboard Updates
- Recommended Dashboards Screen Resolution
- Auditing Dashboards
- Best Practices
- Dashboards Administration
- Dashboards User Guide
- Predict
- Predict Signals
- Business Value
- Enabling Predict Signals
- Model Training
- Pre-computation on Scenarios
- Accessing Predict: Signals
- Predict: Signals in Dimension based Dynamic Reports
- Predict: Signals on Templates
- Predict: How Signal Generation Works
- Signals Overview
- Signals Donut Charts
- Signals Context Pop-up
- Limitations for Signals Generation
- Feedback and Suggestions
- Predict Projections
- Predict Signals
- Budget Manager Experience
- Maintenance
- Administration
- User & Role Management Admin Guide
- Purpose of User and Role Management
- How to Access the User and Role Management Application Page
- Loading Users to Planful
- User Access/Security Overview
- Navigation Role and Access
- Exporting Navigation Role Summary and Detailed Reports
- Manually Add a User to Planful
- Locking Users and Preventing Sign On to Planful
- Copy An Existing User
- Approval Roles
- Scenario Access
- Consolidation Security
- User Groups
- Add-In Security (Optional)
- Data Integration Security
- Report Access
- Dimension Security Configuration
- Workforce Reporting Security
- Understanding the User Management Interface - Navigation Role
- Understanding the User Management Interface - Approval Role
- Understanding the User Management Interface - User Add Page
- Understanding the User Management Interface
- Offline Planning
- Understanding Scenario Setup
- Global Fields
- Copying Actual Data from Closed Periods
- Plan Scenarios
- Refreshing Actuals / Closed Period Data
- Refreshing Preloaded Data for Preloaded Scenarios
- Creating One Scenario Based on Two Existing Scenarios
- Deleting and Reloading All Employees in the Default Scenario
- Intelligent Data Seeding with the Plan Scenario
- Scenario Workflow
- Data Seeding
- Mapping Templates to Scenarios
- Securing Scenarios
- Compare Scenarios
- Budget Scenarios
- Simulation Engine
- Forecast Scenarios
- Security Administration
- Understanding Configuration Tasks
- Ivy Configuration
- How to Access the Configuration Tasks Page
- General Financial Configuration - Required
- Define Capital Budgeting Criteria - Optional
- Define Workforce Planning Budgeting Criteria - Optional
- Data Integration Configuration
- Configuring Planful Connector for Power BI
- Define Login Restrictions - Optional
- Collaboration Configuration - Optional
- Define Reporting Areas
- Consolidation
- Workflow Configuration
- Workdays Setup
- Cloud Scheduler
- What is Cloud Scheduler
- How to Provide 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
- Customize Branding
- Comments Manager
- MyPlan Admin Guide
- User & Role Management Admin Guide
- Multi-Currency
- Currency Admin Guide
- Difference Between Common Currency, Local Currency, and Interim Currency
- Currency Setup
- Currency Type Setup
- Currency Type and Currency Type Exceptions
- Currency Exchange Rates
- Profile - Decision Hub
- Mapping - Decision Hub
- Decision Hub Summary
- Loading Exchange Rates Using Data Load Rules
- Viewing Exchange Rates on a Single Excel Sheet
- Currency Exception Setup
- Hyperinflationary Setup
- Currency Calculation Exception Setup
- Mass Loading Currency Exceptions
- Mass Load Exceptions - Detail View Page & Excel Error File
- Currency Use Case - Common Currency vs. Local Currency
- Interim Currency
- CTA Sets
- Reporting Currency
- Entity Currency
- Currency Admin Guide
- Hierarchy Management
- Hierarchy Management Admin Guide
- Why Hierarchies Are Needed
- Types of Hierarchies
- Hierarchy Management UI
- Entity Hierarchies
- Financial Hierarchies
- Attributes & Attribute Hierarchies
- Alternate Hierarchies
- Dated Hierarchies - Org by Period
- Sibling Hierarchies
- Report Categories
- Currencies
- OLAP Cube Configuration
- Auditing Hierarchies
- Dimension Locking
- Updating Reports with Changes Made to Accounts
- Hierarchies Management for Dynamic Planning
- Versioned Hierarchy Management in Dynamic Planning
- Disallowed Strings
- User Access to Hierarchies
- Usage Report
- Best Practices
- Hierarchy Management Admin Guide
- Planning Templates
- Planning Templates Guide
- What are Templates and Why are They Needed
- Template Types
- How to Access the Template List Page
- Description of Fields on the Template List Page
- Time Sets
- What Are Time Sets?
- How to Configure Time Sets
- How to Define a Time Set
- How to Set the Default Time Set
- How to Copy a Template and Add Time Set Functionality to the Template
- How to Copy Template Formula Changes to Different Scenarios
- How to Make a Copied Template with a New Time Set Available for Budgeting
- Data Allocation with Time Sets Recommendations
- Templates Based on Template Type
- Block
- How to Add a Global Template - Single Copy Template Type?
- How to Add a Global Template- Entity Copy?
- How to Add an Allocation Template Type?
- How to Add a Capital Template Type?
- Workforce Planning
- How to Add an HR Template Type?
- How to Add a Line Item Template Type?
- How to Add an Initiative Template?
- Template Setup
- Line Item Template Setup
- Capital Template Setup
- Initiative Template Setup
- Template Start and End Dates
- Avoiding Mismatched Lines Between Sub and Main Templates
- What is Reference Cube
- Rules for Template RC Lines
- Global Fields
- How to Add a Global Field
- How to Input Global Field Data
- How to Map a Global Field to Another Scenario and Budget Entities
- Working with Global Fields in the Planning Control Panel
- How to Apply Global Fields to Template Lines Accessed from the Planning Control Panel
- When and How to Map Global Fields to Templates for Budget Entity and Scenario
- Spreads
- Attributes
- Template Setup Examples
- What To Do Once Template Setup is Complete
- How to Provide Users with Scenario Access
- How to Create an Approval Role and Provide Users with Approval Role Access
- Displaying Currency Property Changes In Hierarchy Management In Templates
- Planning Templates Guide
- Workforce
- Capital Planning
- Capital Planning Admin Guide
- Scenario and Entity Mapping
- Adding Asset Categories
- Adding Finance Modes
- Reporting
- User Security
- Configuring Time Sets
- Adding Assets
- Adding Capital Templates
- Setting Up Finance Mode Templates and Mapping Capital Budget Lines to Your General Ledger
- Configuring Capital Planning Attributes
- Inputting Data via the Planning Control Panel
- Capital Planning Admin Guide
- Rules
- Simulation Engine Guide
- What is Simulation Engine?
- When to Use Simulation Engine
- Why Simulation Engine is Needed
- How to Create a Simulation Engine Process
- How to Add Template - Entity Combinations to a Simulation Engine Process
- How to Schedule a Simulation Engine Process via Cloud Scheduler
- Copying Simulation Engine Processes From the Default Scenario to Other Scenarios
- Additional Features Available for Simulation Engine
- Simulation Engine Guide Summary
- FAQs
- Simulation Engine Guide
- Data Integration
- Admin Guide to Loading Data to Planful
- Data Integration Admin Guide
- Web Services / Boomi
- Integration Services
- Editing, Deleting and Copying Integration Service Processes
- Adding an Integration Service Process
- Working with Custom Parameters for Integration Service Processes
- Providing Navigation Access to the Integration Services Application Page
- Completing the Integration Services Configuration Task
- Introduction
- Cloud Services
- Google Drive
- NetSuite Integration
- Data Load Rules
- Clear Data
- DLR Locking
- Transaction Details
- Actual Data Templates
- Translations Setup
- Actual Data Template Setup
- Add Actual Data Templates
- Best Practices for Loading Data
- API Library
- Introduction
- Data Import
- Data Export
- Workiva Integration
- Objects Overview
- API Compliance
- Client Application Platforms
- API Access Keys
- API Calls - Overview
- Core API Calls
- Utility Calls
- Objects
- API Methods
- Load_Data API
- Transfer_Data API
- Clear_Data API
- Segment APIs
- GLData_Retrieve API
- Login API
- GetSessionId API
- GetVersion API
- GetAllCurrencies API
- GetAllCurrencyTypes API
- GetAllSegments API
- Logout API
- Employee APIs
- Approval Role Setup APIs
- Scenario Access APIs
- Dimension Member Name Update API
- Bulk User and User Group Extract API
- Dimension Security APIs
- Dimension Security Update API
- MapEntity API
- Refresh Preloaded Data API
- Best Practices and Tips
- Enumerations
- Transfer Data REST API
- Transaction Extract Data APIs
- Planful API Library
- Source Segment API
- Report Administration
- Report Administration Guide
- Point of View
- Setup Reporting Scenario
- Lock Data
- Process Reporting Area
- Dimension Security
- Cube Settings
- Standard Reports
- Description of Each Standard Report
- How to Run User Security Report?
- How to Run the CTA Detailed Report?
- How to Execute Pay Plans Report?
- How to Run a Capital Budget Analysis Report via Standard Reports?
- Standard Reports
- Deploying Standard Reports for End-Users
- Report Groups
- Understanding Repeat Labels
- Data Sources
- Verify Data
- Report Administration Guide
- Application Audit
- Administration
- Release Updates
- Release Notes
- 2025 Release Notes
- 2024 Release Notes
- 2023 Release Notes
- 2022 Release Notes
- 2021 Release Notes
- 2020 Release Notes
- 2019 Release Notes
- 2018 Release Notes
- 2017 Release Notes
- December 17 Maintenance Release
- 2.3.1 Modeling Release Notes, December
- Fall 17 Release Notes
- 2.3 Modeling Release Notes, November
- October 17 Maintenance Release
- 2.2.2 Modeling Release Notes, October
- September 17 Maintenance Release
- Spring 17 Release Notes
- Summer 17 Release Notes
- 2.1.2.2 Modeling Release Notes, July/August
- July 17 Release Notes
- 2.1.2 Modeling Release Notes, July
- June 17 Release Notes
- 2.1.1 Modeling Release Notes, June
- 2.1 Modeling Release Notes, May
- April 17 Release Notes
- 2.0.2 Modeling Release Notes, April
- March 17 Release Notes
- 2.0.1 Modeling Release Notes, March
- Winter 17 Release Notes
- 2.0 Modeling Release Notes, February
- January 17 Release Notes
- 1.9.2 Modeling Release Notes, January
- 2016 Release Notes
- Planning/Consolidation/Reporting December 16 Release Notes
- 1.9.1 Modeling Release Notes, December
- Planning/Consolidation/Reporting Fall 16 Release Notes
- 1.9 Modeling Release Notes, November
- Planning/Consolidation/Reporting October 16 Release Notes
- 1.8.2 Modeling Release Notes, October
- Planning/Consolidation/Reporting September 16 Release Notes
- 1.8.1 Modeling Release Notes, September
- Planning/Consolidation/Reporting Summer 16 Release Notes
- 1.8 Modeling Release Notes, August
- Planning/Consolidation/Reporting July 16 Maintenance Release
- 1.7.2 Modeling Release Notes, July
- Planning/Consolidation/Reporting June 16 Maintenance Release
- 1.7.1 Modeling Release Notes, June
- Planning/Consolidation/Reporting Spring 16 Feature Release
- 1.7 Modeling Release Notes, May
- Planning/Consolidation/Reporting April 16 Maintenance Release
- 1.6.2 Modeling Release Notes, April
- Planning/Consolidation/Reporting March 16 Maintenance Release
- 1.6.1 Modeling Release Notes, March
- Planning/Consolidation/Reporting Winter16 Release
- 1.6 Modeling Release Notes, February
- Planning/Consolidation/Reporting January 16 Maintenance Release
- Enhancements to Application Behavior
- 1.5.2 Modeling Release Notes, January
- Release Notes
- Additional Resources
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MyPlan User Options
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Accessing MyPlan
How a user accesses MyPlan is based on user type; Contributor or MyPlan Only. The URL will be the same, but what each user sees when they login is based on the user and associated permissions. A Contributor user will have the ability to switch back and forth from the Planning application to MyPlan, while a MyPlan Only user will only have access to MyPlan. The example below describes the access for Contributor users.
From the Planful Planning application, click the person icon and then select Switch to MyPlan.
To return to the Planful Planning Module, click the initial icon in the upper right-hand corner of the screen (shown below) and select Switch to Contributor Mode.
Dissecting the MyPlan Interface
MyPlan allows for the configuration of up to 3 panes as shown below. Each pane is independently configured by your administrator to display specific information in a particular format; Data or Chart. Your MyPlan interface may look different based on how your admin has configured it.
Charts Pane
In the example above, Pane 1 has been configured to display charts from the Dashboards application. Charts allow you to quickly evaluate how your organization is performing. For example, with charts you can visually compare your current budget with prior year actuals, see how your current headcount compares to a previous year, and view the variance between expenses and actuals.
Charts are interactive. You can hover over a chart to display information as shown below. And, you can filter members.
To filter members, select the member. For example, to filter 2018 Budget from the chart, click it. It will become greyed out and data will be filtered from the chart as shown below. To return the 2018 Budget data to the chart, click it again.
You cannot edit charts because they are sourced from the Dashboards application. To edit a chart, it must be done within Dashboards and you must be the owner of the chart or have appropriate privileges.
For information on editing charts in Dashboards, access the Dashboards End-User Guide.
Data Pane
In the example below, pane 2 is configured to display data. Templates are listed under the Account column. The 2nd column provides data from a scenario (such as a Forecast scenario) and the 3rd column provides Compare scenario data. For example, data from one scenario might be compared with actuals.
The Variance column is calculated by MyPlan and provides the difference between the Input Scenario column and the Compare scenario. MyPlan allows you to perform actions to help you solve variances. For example, let’s say you have a forecast and people costs are high as shown below.
You’ve budgeted 79,948, but are forecasting you’ll need 96,448 due to a new headcount, which is planned to start in Q4 2018. The difference between these two numbers is provided in the Variance column. To get to a 0 variance, you might edit the new headcount position by changing the hire date to a later date within the quarter. Having the employee start at a later date means less people costs and a lower variance between budgeted and forecasted amounts.
There are many actions you can perform in Data type panes using the wrench icon. Each action is template specific. For example, you can add headcount to the Workforce Planning Module, but not to the Capital Module. Each action is discussed below.
Submit
When certain actions are performed, like adding a headcount or entering data within an input template, these actions are held in memory. That means they have not been committed to the database yet. When you are ready to store a change, click the Submit button. In the current version of MyPlan, this action does not trigger the planning workflow (this functionality is coming in the next release). So, an admin would have to manually forward the completed/submitted entries for approval. If a budget or forecast is not available for submission, the button will be disabled as shown below.
Period
Select a period from the list-box for which you want to view a plan / forecast.
Entity
Entities mapped to the scenario selected during configuration are listed here for selection.
Wrench
Click the Wrench icon to carry out tasks related to the template type, such as; update, adjust, and add. Tasks are specific to the template/module. For example, if you select a WFP account, the options are to Add New Headcount, Delete Headcount, or Edit Headcount. The wrench icon may not be available due to various reasons. For example, the forecast or budget may have been submitted or the entity may not be in a state where an update can be performed (for example, prior period data).
Similarly, if you select an expenses template, the option available is to adjust the accounts for that template.
In the example below, the wrench for the Capital Planning module is selected.
Forward/Forward All/Show Data Trends
To the right of the Submit button are 3 three vertical dots . Click the dots to reveal the options:
Forward a budget or forecast for approval
Forward All - forward all members within a rollup (including the rollup member) for approval
Show Data Trends - Data Trends are setup by your Admin user so that you can view and compare prior, present or future data points to help complete a budget or forecast
When you select Show Data Trends , the reference scenario that your Admin user setup for each Compare Data element is displayed.
In the screen below, a Data Trend is shown. Select the Showing Data dropdown box to access Compare Data options.
See Also:
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 Adjust the Purchase Date of an Asset
Swamping Between Profiles
If your Admin user provides you with access to multiple MyPlan profiles, you will be able to swap back and forth between the profiles. In the image below, the profile list-box is shown.
Refresh
Refresh functionality ensures that when the underlying data has changed from the planning side of the application, you have the latest data displayed in your MyPlan dashboard. Clicking the Refresh icon (shown below) allows the system to query and recalculate the most recent data, which may include changes to accounts or any underlying data directly connected with the information you are working with.
The Refresh icon is also available within each OPEX template opened in MyPlan as shown below.
Notifications
Click the Notification icon to view information; such as when a template was forwarded for approval.
Retained In-Memory Actions
MyPlan offers Retained In-Memory Actions. With MyPlan, you can perform actions on your Budget or Forecast, take a break, and return (even a day later) to where you left off without having to continuously save. This is thanks to Retained In-Memory Actions functionality.
Additionally, if you are working on a budget entity, you can switch to another budget entity without having to submit actions performed on the former budget entity. The same goes for periods. When you change the period in MyPlan, navigate away from MyPlan, or logout, the data is not lost. Everything is retained in Activity Manager until you clear it.
How Actions Are Calculated
MyPlan calculates the impact of your actions for the entire scenario; not just the current year/period. For example, let's say you have a 2 year budget scenario (i.e. 2018-2019). Any modifications done to scenario data in MyPlan will be calculated for the entire 2 years on a period by period basis (i.e. monthly/quarterly).
For example, a user selects a 2018 period in the MyPlan dashboard and adds an employee named Wally Smith on September 3rd, 2018. The cost calculation will apply to both 2018 and 2019 instantly. Calculations are held in memory so that you can see all cost instantly and submit your actions. The impact to all years/periods of the scenario is displayed in Activity Manager as shown in the example below.
Now, let’s say an employee is added to a Q4 of 2018 Forecast scenario on November 1st of 2018. MyPlan will calculate the total compensation for the new employee for November and December of 2018 as well as the additional periods/years associated with the Forecast scenario.
Adjusting, Updating, Adding, and Editing Accounts in MyPlan
When you click the wrench icon, you can select to perform actions such as; adjust accounts, add to, or update related accounts. Updates are performed within the template, which is mapped to the entity (selected) and the mapped scenario. All actions are logged for auditing purposes and all actions are updated in the Planning application. Information on steps to perform specific actions is provided below.
How to Add New Headcount
Click the wrench icon for a WFP account and select Add New Headcount. A pane opens on the right-hand side of the screen as shown below.
Select an employee that is similar to the employee you want to hire. The Source Employee is used to reference an existing employee’s non-essential information (such as bonus and medicare) from behind the scenes. This way, you (the user) does not have to complete all of these options to add a new headcount. The goal is to select an existing employee that closely mirrors the new headcount you would like to hire. All attributes for the source employee are copied to the new headcount you are adding.
Select the number of employees you want to add. In this case, it is only one, but you can add up to 10. See: Adding Multiple Employees.
Some attributes for the new employee are likely to be different from the source employee. One attribute is salary, which is why salary information displayed can be edited for the new (target) employee. Enter salary in the field.
Enter the employee’s name in the New Employee Name field.
Enter the employee’s job description in the Position Description field.
Click the Calendar icon and select the hire date for the new employee in the Employee Hire Date field. It is important that you do not add employees with a term date that is before the beginning of the scenario start date or where the start date is beyond the supported periods in your application.
Click UPDATE. Once you click UPDATE, information about the account will be updated. The impact on the account and the variance is displayed as shown below. Using the screenshot below as a reference, hiring Kristine (new employee) will result in a negative variance to the HR account and will have an impact to that account and forecast by an increase of 17,185 dollars.
How to Edit a Headcount
Click the Wrench icon for a WFP account and select Edit Headcount. A pane opens on the right-hand side of the screen.
Select the employee you want to edit.
Modify the employee’s details; such as position, position description, employee hire date and employee termination date as needed. The impact (variance) of the modification is instantly displayed.
Click UPDATE.
How to Add Multiple Employees at Once
Add up to 10 employees at one time.
In Practice: Add Multiple Employees
Access the MyPlan dashboard.
For an HR account, click the Wrench icon.
Select Add New Headcount. The Add New Headcount pane appears.
Select the source employee as a base the new employee.
For No. Of Employees, enter any number up to 10. In the image below, 9 is entered.
Enter a name (or placeholder name) for the new employees (It is best practice to use TBH for the name, you can always go back and edit each name later in you want, show below).). For this example, TBH was entered.
Click Update.
How to Edit Multiple New Hires at Once
Select the Wrench icon again and click Edit Headcount.
On the Edit Headcount pane, select any of the newly added TBH employees as shown below. Notice that additional headcount with the same name is appended with an underscore and the number.
Edit each of the 9 employees as needed and click Update.
How to Add a Headcount Based on an Existing Headcount and Edit Details
Add a headcount based on an existing headcount and edit the headcount details. This functionality allows you to rapidly create and budget for headcount. Additionally, you can edit or revert the added headcount directly from Activity Manager.
In Practice
Start by simply adding a new headcount. In MyPlan, click the Wrench icon and select Add Headcount.
The Add New Headcount screen appears. For Source Employee, select an existing employee as a basis for the new headcount.
Change the New Employee Name to the name for the new headcount. In the image below, Brad Perlioni is the source employee and the new headcount is for CK Blevins.
Adjust other parameters such as Salary and click Update.
Click the Activity Manager icon. The newly added headcount is shown. You can click Edit and the Edit Headcount screen will appear where you can further edit the headcount details, or, click Revert to reverse the addition of the headcount.
How to Edit the Employee Position Start Date
Edit the Employee Position Start Date for a more favorable variance. For example, let’s say you hire an employee on January 1st 2018 with a February 1st start date. However, the start date needs to be delayed until March 1st for a more favorable variance or because the employee needs to extend the start date. You can change the position start date for the employee in MyPlan without having to access Advanced Planning.
In Practice
In MyPlan, click the Wrench icon for an HR account and select Edit Headcount . The Edit Headcount page appears.
Edit the Employee Position Start Date as needed. As you change the start date, the variance is updated and displayed.
Once you have a favorable variance and selected the new start date, click Update.
How to Delete a Headcount
Delete headcount from the MyPlan interface. This is beneficial for MyPlan users to perform what-if analysis by adding headcount, checking variance, then deleting some of the newly added headcount to eventually reach target values/goals. This feature also allows MyPlan users to delete headcount without a need to access Planning in Contributor mode.
From the MyPlan interface, click the wrench icon as shown below for a Workforce account.
Select Delete Headcount.
The Delete Headcount pane appears. Search for an employee by name or number. Type ahead functionality displays a list of available employees as you type.
Select the employee you want to delete. The variance and impact to the account from which the employee will be deleted is provided as shown below.
Click Delete.
On the MyPlan interface, click Submit. Once submitted, the updates take place in Workforce Planning templates.
How to Add an Asset
Click the Wrench icon for a Capital Planning account and select Add Asset. A pane opens on the right-hand side of the screen.
Select an asset type from the Source Asset list-box. Source Assets are used to help the user enter assets quickly. When you select a source asset, the additional attributes needed (from behind the scenes) to calculate depreciation are populated. For example, select Hardware if you’re purchasing a new laptop, and the system will automatically determine the asset's life to calculate the depreciation. Assets and Asset categories are created in the Capital Module by the administrator.
Select a Finance Mode (only necessary if you select an asset that is not yet budgeted for). Once selected, all fields appear in the pane (such as Purchase Month, Units, and Rate) as shown below.
Enter the name of the asset in the New Asset Name field. For example, EliteBook laptop.
The remaining fields available for input in the example above may not be the fields available in your application. The fields available are established by your administrator during Capital Planning configuration. Input information for remaining fields based on your application and click UPDATE.
How to Add an Asset Not Yet Budgeted
Add assets that are not based on source assets. When situations occur where there are no source assets (for example, when new budget entities are created or assets are not set up) you can add assets that are not yet budgeted for from the MyPlan interface.
From the MyPlan interface, click the Wrench icon as shown below for a Capital account.
Select Add Asset.
The Add Asset pane appears. Search for the asset by name. Type ahead functionality displays a list of available assets as you type. The list is grouped to show budgeted assets and assets not yet budgeted separately.
Select the source asset in which you want to base the new asset off from the NOT BUDGETED ASSET list.
If you select an asset not yet budgeted for, then you must select the Finance Mode associated with the asset as shown below.
Complete remaining fields.
Click Update.
Click the Activity Manager icon, the newly added asset is shown. If you want to change parameters or adjust the asset that was just added, navigate back to the dashboard, click Edit and the Edit Asset screen will appear where you can further edit the asset details, or, click Revert in the Activity Manager, to reverse the addition of the asset.
How to Add An Asset for a Budget Entity When the Asset Definition Does Not Exist
Add an asset for a budget entity when the asset definition does not exist. This is a quick alternative to accessing Advanced Planning and adding the asset there.
In MyPlan, click the Wrench icon and select Add Asset for a Capex account.
Click the Select Asset list-box.
Click the+ New Asset link shown below.
- The New Asset screen appears (shown below). Select any existing asset category in which you want to create the new asset.
Enter the Code and Name of the Asset. Asset life defaults from the category selected.
Click Add, you will see the screen adjust to show the finance mode.
Select the Finance Mode.
Enter the Purchase Month, Units and Rate.
Next, select Update.
How to Edit an Asset
Edit assets from the MyPlan interface. All edits performed in MyPlan are automatically updated in the Planning application.
From the MyPlan interface, click the Wrench icon as shown below for a Capital account.
Select Edit Asset.
The Edit Asset pane appears. Select the asset you want to edit by selecting the Source Asset.
Adjust the purchase month, depreciation start month, number of units, rate, and asset life as needed. Amount is updated based on unit and rate changes.
Click outside of the cell updated. The After Update impact and variance is displayed.
Click Update. Return to the Forecast/Plan and click Submit for the section in which the Capital account was updated. Once submitted, the update takes place in CAPEX Planning templates.
How to Update an Account
When you update an account, for example update travel expenses or marketing costs, the related template is opened. In the example below, Adjust Expenses is selected for the Expenses account.
As a result of selecting Adjust Expenses , the related template is opened as shown below.
Notice the Compare Scenario column. Compare scenarios display comparative data from other scenarios such as: historical actuals, latest budget data, data from the prior budget cycle, and plans with budget targets.
You can perform template input to update the template by entering data in the yellow shaded cells shown below. The cells with a white background indicate that the period is closed for editing.
In the example below, the cells under Jul-18, Aug-18 and Sep-18 can be updated. As you update the yellow shaded cells, the Variance is automatically updated. You can’t update this column as it is for display based upon the data you enter in the yellow shaded fields.
Once you update account data for open periods, click Update to commit template input/updates. For more detailed information on templates, see the Working with Templates in MyPlan topic below.
Working with Templates in MyPlan
Switching to Contributor Mode
In some cases, a contributor user might want to access a template opened in MyPlan in the Planning application. This option allows contributor users to enter data for the out periods (past 12 months), or use additional features available in the Planning application template version. To do so, select Open in Contributor Mode to access the template in Contributor mode.
FIX IT
Fix It provides functionality to change the variance and apply the change to all open periods.
Click any cell on the row you want to fix. You can select multiple rows at once to fix. Press the Shift key and select multiple sequential rows. Or, press the Ctrl key to select multiple non-sequential rows.
Sequential rows selected:
Non-sequential rows selected:
When you click Fix It, two options are displayed; Equally and Proportionally.
Fix It can be displayed, by either right clicking on a cell or by selecting the Fix IT button on the top of the page.
Fix It Equally
Selecting Equally, takes the amount in the Variance column and distributes it equally amongst the open periods. For example, using the template below, there is a variance of 90 dollars in the 3rd row. There are 3 open periods (Oct-18, Nov-18, and Dec-18) with a total amount for each period of 412 dollars.
To make the variance 0 dollars, select the row and right click Fix It and select Equally . The 90 dollar variance is subtracted equally from the three open periods and the result is displayed below.
Fix It Proportionally
In this example, Oct-18 is 200, Nov-18 is 300 and Dec-18 is 400. The variance is 106 dollars, which is to be distributed proportionally to the three open periods. Click the row, then right click and select Fix It, Proportionally.
The result is that the same ratio of numbers in each period and adjusts the variance based on the ratio. The amount deducted for each period is proportional to the amount in the period. So, 24 is deducted from Oct-18, 35 is deducted from Nov-18, and 47 is deducted from Dec-18 as shown below.
Methods
Methods allow you to spread data from a total column to period columns. The Methods option is displayed when you right-click in an editable cell in the template. Selections are made available based on how the template was set up by your Admin user. Options that might be available to you are shown in the image below and a description of each is provided below as well.
Monthly Increase in $ - Apply an increased dollar amount based on historical amounts for each month. Optionally, Round the number to the nearest whole number. For example; 67.7 will appear as 68. Click Apply.
Monthly Increase in % - Apply an increased percent based on historical amounts for each month. Optionally, Round the number to the nearest whole number. For example; 67.7 will appear as 68. Click Apply.
Full Year Growth - Apply a total increase percent based on history and use a spread method to distribute the amounts to the monthly periods. The spread method may be based on history or custom-defined spread methods created for the template. Optionally, Rounding the number to the nearest whole number. For example; 67.7 will appear as 68. Click Apply.
Clear Applied Method - Used to clear a previously applied method. Select a new method in the Methods pane shown below. When a method is applied, data in the cells is populated based on the method. When a user clears the method, the values are retained but the method logic underneath is removed on the row so that a new method can be applied.
View
. For View, select from four options; Template Infobar, Formula Bar, Column Header and Row Header.
Selecting Template Infobar displays the Entity , Period and Template Name as shown below.
Selecting Formula Bar displays the fx bar where you can enter formulas such as SUM.
Select Column or Row Header to enable a more Excel like look and feel.
Activity Manager
Activity Manager provides a running list of all actions performed by users when the update button is selected. Access Activity Manager by clicking the icon shown below.
For example, if a user adds a headcount, the action along with the scenario affected, period, entity, the time/date the action was performed and a description of the action is displayed in Activity Manager. The user also has the ability to reverse or “Revert ” the actions they have performed, which is the true power of the Activity Manager.
Once a user submits a budget or forecast or changes the time period and entity, the logs in Activity Manager for that entity/period are cleared as shown below. However, if you remain in the same period, but change the budget entity, the logs remain intact. Logs are only cleared when period and budget entity or period is changed. This is to preserve the data and calculations across years. In the next release all actions performed will be held until the user does a final submission. Activity Manager action items are pane specific. For example, if you submit a budget in pane 2, the activity log is cleared for that pane only. The activity log for panes 1 and 3 still exists.
How to Submit a Budget/Forecast
In MyPlan, select the period and entity for which you want to submit a budget or forecast.
Ensure all updates are performed to the accounts available.
Click Submit. The follow message appears. Once the data is submitted, it is carried to the database and to the Planning application. Once submitted, the audit log actions in Activity Manager will be cleared for that period. As of now, MyPlan is not directly integrated with the Planning application workflow. With the next release this product will be fully integrated. Once a user submits a budget or forecast and they have completed their process, it is a best practice to email their boss (or approver) and notify them of this completion. This way the approver can manually forward the budget entity to start the workflow process.
Click Submit.
Template Locking
Let's say you open budget entities when you have a MyPlan template opened, and then you decided to open another tab and template with the same budget entity combination in Advanced Planning as shown below. If this action was to take place, the MyPlan session continues, however, the newly opened template is placed into a locked state, which prevents input and also prevents other users from accessing that template and budget entity combination. The template will remain locked until the user that created the lock logs out of the application.
Limitations
When you have multiple tabs open (one tab open for MyPlan and another tab in Advanced Planning mode), changes made in Advanced mode will not reflect on the fly in MyPlan. Select the Switch to MyPlan option to reflect the changes.
Table of contents
- 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 Delete a Headcount
- How to Add an Asset
- 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