Timeframe Options for KPIs

Users can select a timeframe option to control the timeframe used for all KPIs. KPI headers will include a date label to indicate the selected timeframe. The selected timeframe option will be saved per user per plan and applies to all KPIs.

To select a timeframe option, click the icon next to the plan header to open the Plan Settings menu. Using this menu, you can select one of the following options:  

• Selected Timeframe - This option uses the timeframe selected in the Timeframe Widget
• First Year of Plan - This option uses the first year of the plan
• Rolling 4 Quarter Forecast - This option uses the 12 months (4 Quarters) from the forecast start period. This option is only available for Forecast type plans.

Summarize Labor Headcount

Admin users can configure how labor headcount values are summarized. From the Company Profile, Admin users can select one of the following summarization methods:

• Average - take the average value for all periods in the time range
• Start of Period - use the value of the first period in the time range
• End of Period - use the value of the last period in the time range

KPIs on the Expenses - Labor tab will be enhanced to indicate which summarization method is being used. In addition to KPIs, the charts on the Summary - Headcount tab will use the summarization method. 

Import with Append and Export Transactions

Import with Append and Export Actuals are now available for Transactions.