Hi All,

I have recently started using the Cloudability Financial Planning (CFP) module and I am exploring whether it is possible to impose or derive a tag value based on a defined set of conditions - without creating a new Business Mapping layer.

My goal is to enable a reporting view in Plans that splits spend across three categories:

• Tagged
• Non-compliant
• Untagged APMS IDs

I would like to understand if anyone has implemented a similar approach, or if there is a recommended way to achieve this type of classification within CFP (e.g., via existing dimensions, logic, or alternative configuration).

Any guidance or best practices would be greatly appreciated.

Thanks in advance!