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Apptio Planning What's New: Release 5.23 - May 18, 2026

  • 1.  Apptio Planning What's New: Release 5.23 - May 18, 2026

    Posted Tue May 12, 2026 06:20 AM

    Release 5.22

    Sandbox: May 11 – 15, 2026 | Main: May 18 - 22, 2026  

    Actuals Identification in Forecast Plans

    • In Forecast plans, line items that include actual amounts are now automatically identified with Actuals as Line Item Type, while forecast lines remain unchanged.
    • This enables clearer reporting and more accurate analysis when grouping, filtering, or comparing data by Line Item Type.

    Improved Extension Handling for Duration Based Contracts 

    • Contract extensions are now applied more accurately for contracts using Straight Line by Duration and Straight Line Duration Custom Calendar amortization methods.  

    • A new Extension Offset option lets you control whether an extension starts on the Next Day or the Next Month, preventing misaligned renewal dates and incorrect amortization-especially calendar year contracts and leap years. 

    • This ensures extended contracts align cleanly with fiscal periods and user expectations. 

    Fixed Period Labor Allocation Methods 

    Two new amortization methods are now available for Labor Allocation Rules, enabling cost distribution based on fixed period ratios. 

    • Straight Line Using Calendar Days Fixed Period  - Distributes costs based on the number of calendar days in each fiscal period relative to the full fiscal year, without prorating employment start or end dates. 

    • Straight Line Using Working Days Fixed Period - Distributes costs based on working days in each fiscal period, using the configured working calendar, without prorating employment start or end dates. Falls back to even period distribution when working calendars are fixed. 

    Plan Specific Descriptions in the Plan Header 

    • Admins and Budget Process Owners can now add a plan‑specific description to provide context, guidance, or key assumptions using the Description field in the Edit Plan dialog.  

    • The description appears in the Plan Header, making important information easy to access while working in the plan. Users can show or hide the description at any time using the bell icon in the plan header. 

    Display Period Date Ranges in Expenses (New View) 

    • Administrators can now enable a Show Period Date Ranges setting in the Company Profile to show start and end dates for each period in the Expenses (New View) table. 

    • When enabled, period date ranges follow the company's fiscal calendar and respect user locale for date formatting, providing clearer time period context in the table. 

    Bug Fixes  

    • Fixed an issue where users couldn't edit variance driver notes when there were unpublished changes in Account Category Reference Data. Editing now works correctly without requiring those changes to be published. 

    • Fixed an issue in the Expenses (New View) where expanding rows from a comparison plan caused an error. Rows now expand correctly, allowing users to view detailed data without interruptions. 

    • Fixed an issue where configuring Variance Analysis showed an error when Labor Summarizations was disabled. Configuration now works as expected without requiring the setting to be enabled. 

    • Fixed an issue where entering values in the FY column while quarter columns were hidden resulted in incorrect distribution across months and inaccurate quarter totals. Period calculations now correctly align across months, quarters, and yearly totals. 

    • Comparison data in the Expenses table is now visually differentiated, with grouped columns and a subtle background highlight. This makes it easier to distinguish comparison data from the base plan. 



    ------------------------------
    Ashish Phule
    Sr. Product Manager, Apptio Planning
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