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Troubleshooting Catalogue - Planning (ITP/ITFMF) 

Fri February 26, 2021 05:45 PM

This catalogue is a collection of all troubleshooting articles and resources for ApptioOne Planning, formerly known as IT Planning (ITP) and Financial Management Foundation (ITFMF)! Articles are divided by topic to help you find the symptoms you're experiencing.



Browser Compatibility

IT Planning: Supported Browsers and screen resolution
  • Supported Browsers: Chrome, Firefox, Safari, IE11, Edge
  • Recommended minimum resolution: 1024 x 768


File & Formatting Errors

Troubleshoot invalid date formats in ITP
  • ITP has strict date format requirements and may also use your browser's time/date settings for corrections
Troubleshoot: unable to import or export Excel files
  • ITP only uses .csv files for all Import and Export features


Role & Permission Issues


Troubleshooting: Why Can't My Cost Center Owners View Spend Management
  • Cost Center Owners can only view Spend Management for the Fiscal Years they are authorized for. Select the correct year before loading Spend Management.
Troubleshoot: unable to select recently added users
  • You must recalculate your plan to authenticate new users in ITP.
Troubleshoot changing the fiscal year/fiscal calendar
  • Fiscal year/calendar settings are defined during product set-up and cannot be changed manually. Contact Apptio Support if you wish to change fiscal calendar definitions.
  • For custom calendar types or configuration, see Enable custom calendars.

Troubleshooting Catalogue - Category 4 - Deletion Issues

Deletion Errors

Troubleshoot reference data deletion errors


Duplicate Data


Troubleshoot: Duplicate expenses when creating budget
  • Plans created with a baseline forecast may inherit financial amounts and re-generate duplicate expenses.
Troubleshoot publishing failure for Reference data
  • Double-spaces in your .csv files can cause publishing failures.
Troubleshoot ITP and ITFMF data upload errors
  • Explanations of various Row Modification and Row Omission errors.


Missing Data


Troubleshooting: Details missing in Location and Vendor columns in Summary tab
  • Labor Summary Options will allow you to display more information in the Summary tab. 
Troubleshoot cost object approval button missing
  • Review the approval level of Cost Objects in the "Cost Objects Permissions" page.
Troubleshoot: Not seeing changes to Cost Object Permissions in hierarchy view
  • Your current plan may not be linked to the latest version of its reference data.
Troubleshoot blank data columns after publishing data to Cost Transparency
  • Some fine tuning is required to update and overwrite Reference Data when using the Cost Transparency Integration.
Troubleshoot missing Cost Objects in plan
  • Business Project Owners must open the plan so that Plan Owners can view the associated Cost Objects.
Troubleshoot missing carets in menus when running IT Planning in Internet Explorer
  • Adjust your browser's Security settings to allow custom fonts.
Troubleshoot period quantities not displaying with exports from Contracts and Asset tabs
  • Use the "Export Layout Only" option to export Contracts or Asset details. 


Data Accuracy & Management Issues


Troubleshoot exported financial data not matching totals in IT Planning
  • You must have consistent numerical formatting across all your data, internet browser settings, and computer settings.
Troubleshooting ITP Variance Analysis configuration errors
  • Checklist of troubleshooting steps to solve issues with Variance Analysis.
Troubleshoot: Cost Transparency Integration & Token Authentication
  • Verify your CTI "Configure" settings for spelling or case-sensitivity errors.
  • Certain criteria is required when importing data from "Development" or "Production" environments.
  • Ensure that your dataset is "Unlocked" in Cost Transparency before importing. 


General Troubleshooting


Tip: Renaming Columns
  • Create a new column with your preferred name, copy data to it, and then hide the original column. 
FAQ: Common Error when uploading actuals in ITPF
  • You must manually update actuals per-month in the Spend Management Module.
What is the difference between an attribute in the line items view, an additional column in the reference data and a custom dimension?
  • Brief explanations of features that can add granularity across your data.
Help and support resources for Apptio planning applications
Suggested best practice when updating reference data


#ApptioPlanning(ITP/ITFMF)

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