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IT Planning: What's New in December 6, 2017 Release (ver. 2.15) 

Mon December 04, 2017 04:59 PM

In this release:

Create Plan from Baseline Enhancements

Creating a plan from a baseline used to copy period-to-period so that the first fiscal period in the baseline plan became the first fiscal period in the new plan. With multiyear planning, many users have asked for the ability to copy periods-to-periods using fiscal year dates as well as the ability to fill blank periods. 

 

With this enhancement, creating a plan from a baseline will copy periods-to-periods using fiscal year dates. You can select Auto Fill Plan Data to auto fill the last year of the baseline plan into the out years of the new plan. Note that the Auto Fill Plan Data option only appears if the new plan contains fiscal years that are not in the baseline plan and those fiscal years are after the start year of the baseline plan.

 

Example:

Original Plan - FY2017 Plan (2 years)

Q1 FY17Q2 FY17Q3 FY17Q4 FY17Q1 FY18Q2 FY18Q3 FY18Q4 FY18
500525550575600625650675

 

1. New FY2018 Plan (1 year) baselined from Original Plan

Q1 FY18Q2 FY18Q3 FY18Q4 FY18
600625650675

 

2. New FY2018 Plan (2 years) with Auto Fill

Q1 FY18Q2 FY18Q3 FY18Q4 FY18Q1 FY19Q2 FY19Q3 FY19Q4 FY19
600625650675600625650675

 

3. New FY2018 Plan (2 years) without Auto Fill

Q1 FY18Q2 FY18Q3 FY18Q4 FY18Q1 FY19Q2 FY19Q3 FY19Q4 FY19
600625650675

 

                


Resolved Known Issues

[IT Planning] VAN-16016: Status page available for All Plan Sections 

 

 

 

For information on our release and maintenance schedule, refer to IT Planning Release & Maintenance Schedule 



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