Apptio Planning Release 5.10 

Release Date: October 27, 2025

Tag Plans as "Active" 

Admins can now tag plans as Active to easily identify and prioritize the most important plans. 

• Mark Active: Tag plans as Active when creating a new plan or from the Plans page. 
• Easier Navigation: Active plans display with an "Active" tag and always appear at the top of the Plan dropdown menu. 
• User Defaults: When logging in, users are defaulted to an Active plan (if multiple exist, the most recent one is selected). 
• Archived Plans: Archived plans cannot be marked Active; if an Active plan is archived, its tag is removed automatically. 

This makes it faster and easier to find and work with the plans that matter most. 

View Updated Line Items Now Supported for Group Department Views 

The View Updated Line Items feature has been enhanced to support scenarios where users are viewing Group or multiple Departments simultaneously. 
 
Previously, the View Updated Line Items option only worked when viewing a single department. With this release, the feature now functions when grouped departments are selected, allowing users to identify changes across a broader scope. 

 
New View - Comparisons Added to Contracts, Assets, and Labor Activity 

You can now add comparisons in the Contracts, Assets, and Labor Activity tabs using the New View.

Previously, comparisons were only available in the Summary, Labor, and Other tabs. With this enhancement, you can now analyze and compare data across all tabs, giving you a more complete view of your plans and enabling deeper insights into cost trends and variances. 

New View - Filter Menu Search Behavior Improvements

We've improved how the filter menu behaves when users perform a search to make filtering more intuitive and aligned with common spreadsheet behavior (e.g., Excel). Previously, when entering a search query, all items-including those that didn't match the search-remained selected by default. This often caused confusion and unexpected filter results. 

What's Changed 

• Smarter Search Filtering: When a user types a search query in the filter box, Select All is automatically cleared, and only the items that match the search remain selected. To select all matching results, use the Select All Search Results option. 
• Accurate Selection Behavior: Any changes you make after searching - such as checking or unchecking items - will now apply only to the items currently visible in the results. If desired, you can choose Add current selection to filter to add the new search results to your existing applied filter. 
• Empty Selection Handling: Deselecting all items will now correctly display an empty result set. 
• Clear Search Reset: Clearing the search query restores the full list with all items selected by default. 

Bug Fixes 

• Fixed an issue where adding plan comparisons caused an error for customers using 13-period calendars. 
• Fixed an issue where date inputs in the New View were always enforced in MM/DD/YYYY format, ignoring the user's locale setting. Date fields now correctly follow the user's regional date format. 
• Fixed an issue where filtering by Account Category Name did not return correct results when multiple Account Categories shared the same name. 
• Resolved an issue where the system failed to display a warning message when required data was missing in a hidden column marked as a mandatory field. 

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Ngoc Le
Principal Product Manager
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