Planful Winter17 Improves Reporting and NetSuite Integration

This release includes improvements in several areas, including better user experience, enhanced user productivity, improved reporting, and easier integration with NetSuite ERP. Here are the highlights of this release.

Improved User Experience

The Winter17 release adds a number of new features that are available in all supported browsers.  This includes the Actual Data and Capital templates, and Template-Based HR in Host Planning, as well Dynamic Reports saved as Snapshots.  The release also includes enhancements to personalization features, including controlling visibility of the customizable banner, company logo, and background image on the Application Selection page.  The main benefit here is improved flexibility and more options for users.

Enhanced User Productivity

The Winter17 release includes a number of enhancements designed to improve user productivity.

Winter17 dated hierarchies-1.pngWithin Planful Consolidation, we introduced enhanced “Org by Period” functionality.  This is an advanced set of features, including dated hierarchies, that allow users to maintain old and new consolidation hierarchy structures and to generate reports comparing financial results based on different structures.  This capability will be especially powerful for organizations who are actively acquiring or disposing of companies, or have frequent reorganizations.  It gives them the needed ability to analyze the impact of these changes on their financial results.

In Planful Planning, this release includes new application lifecycle management (ALM) capabilities that enable customers to easily move input templates across multiple tenants.  This release also includes the cross-browser support mentioned earlier.

Enhancements to Planful Modeling include enhanced data integration APIs, improved hierarchy management, enhanced folder structure for the web and Excel interface, and improved user experience when refreshing views and reports.  This release also enables administrators to see all calculations that are scheduled and to make changes to the schedule from a common interface.

Improved Reporting

The Winter17 release includes a number of enhancements in Reporting.  A big improvement is an enhanced user experience for Static Report Sets across all modern web browsers.  This includes advanced formatting capabilities, such as font types, font size, and color, additional border types and color, header formatting, granular data formatting, improved grid features, and improved rules builder.  The main benefit here is modernization, improved usability, and flexibility in reporting.

Improved Integration with NetSuite

Winter17 Netsuite tab.jpg

The Winter17 release includes great news for NetSuite ERP customers.  Planful can now be integrated with NetSuite as a selectable item under the EPM tab within the NetSuite application window.  In this release, we’re also previewing a native NetSuite data connector that makes it easier for users to integrate, map, and load NetSuite ERP data into Planful.

Learn More

While the groundhog may have predicted 6 more weeks of winter, Planful has you covered with many new features and enhancements designed to help customers automate and accelerate planning, consolidation, reporting, and modeling processes.  And there’s more to come in our Spring17 release, which will be highlighted at Planful World in May.

If you’re an existing customer and want to find out more, you can view the full release notes in our online help and discuss these new enhancements via our Customer Community.  You can also view the Winter17 new feature release training webcast to get more information.  If you’re a prospective customer and want to learn more, sign up for a Planful Live Demo.

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