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Apptio Planning What's New: Release 3.84 - January 20, 2025

  • 1.  Apptio Planning What's New: Release 3.84 - January 20, 2025

    Posted Mon January 13, 2025 11:11 AM
    Edited by Ngoc Le Tue January 14, 2025 03:13 PM

    Apptio Planning Release 3.84 

    Release Date: January 20, 2025

    Variable Contract Extension Adjustments 

    This release introduces the Variable Contract Extension Adjustments feature, providing enhanced flexibility in modeling contract costs. With this functionality, you can: 

    • Apply compounding extension adjustment on each contract renewal. 

    • Extend the contract for a duration less than the plan length. 

    • Set different extension adjustment percentages for each contract renewal. 

    • Provide comments to support each renewal adjustment 

    This feature enables more accurate modeling by accounting for specific financial changes across multi-year planning cycles, such as inflation or rate adjustments. 

    Note: This feature is available only when the New View is enabled. 

     

    Project Expense KPIs 

    This release introduces new Project Expense KPIs available when Integrated Investment Planning is enabled, along with tooltips added to all KPIs for improved usability:

    • Project Total: Displays the combined total of operational (OpEx) and capital expenditures (CapEx) associated with a project. This is calculated as the sum of financial line items where Project ID is not null. 

    • Charges Total: Shows the total credits applied from Project Labor Activity expenses, calculated as the sum of line items where Cost Type = Charges. 

    These KPIs are accessible on the Expenses > Summary, Dashboard, and Summary pages. Additionally, the Charges Total KPI is included in Expenses > Labor Activity. With the addition of tooltips, users can now view detailed explanations for each KPI directly within the interface, enhancing clarity and usability.

     

    IBM Planning Analytics Integration 

    We are excited to announce the integration of IBM Planning Analytics with IBM Apptio, enabling seamless connectivity between these platforms to enhance financial planning and analysis. This bi-directional integration allows users to unify their planning processes, align financial data, and drive more accurate, data-informed decisions across their organization.  

    Key Features: 

    • Automatically sync financial data between IBM Planning Analytics and IBM Apptio to ensure a consistent view of budgets, forecasts, and actuals. 

    • Combine Apptio's IT financial management capabilities with IBM Planning Analytics' planning and forecasting tools for more comprehensive and integrated planning processes.  

    • Reduce manual effort and errors with automated data exchange, ensuring financial plans are always up-to-date. 

    To enable the IBM Planning Analytics data connectors, refer to the configuration guide linked below. 

    IBM Planning Analytics Integration Configuration Guide 

    Note: This integration requires IBM Planning Analytics Software as a Service (cloud).

    Bug Fixes 

    • Resolved an issue where admin users were unable to view columns marked as sensitive after assigning cost object permissions with view restrictions. 

    • Fixed an issue with Forecast Plan baselining, where selecting a forecast start month in Year 2 caused the baseline plan to fail in copying lines for all years. Addressed an issue in Expenses > Contracts, where default values were not populated when adding a new contract line with hidden "Start date" or "End Date" dimensions. 

    • Resolved an issue with Actuals import, where providing a project code instead of a cost object code resulted in an invalid cost object and cost center mapping error. 

    • Migrated the Create Variance Analysis dialog to the modern user interface. Note: This update is purely a visual enhancement with no functional changes. 

    • Resolved an issue where importing lists with special characters adds unintended double quotes to text values. 



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    Ngoc Le
    Principal Product Manager
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