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This release contains the following enhancements:
The Forecast page has been updated to provide a more streamlined and simplified experience. Previously, the Forecast page was divided into two sub-pages: Baseline and Adjustment. Each had its own line item table. Baseline line items could not be edited directly and had to be updated via the Update Baseline function. With this new experience, Baseline and Adjustment line items have been merged into a single table and Baseline line items are editable just like Adjustments. Additionally, we've added the ability to edit line items directly in the table. This offers the following benefits:
Summary mode uses a "master-detail" model where forecast line items are grouped and summarized by the Cost Ownership dimension similar to the Budget line item table. Clicking on a cost ownership "bucket" opens an editable table showing all forecast line items for that bucket, allowing you to add, delete, and edit line-items inline.
Detail model shows all forecast line items initially ungrouped or organized, but the user is free to layout and organize the table in any manner they wish (similar to the Forecast Details table on the Dashboard page). However, here the individual leaf line items are editable. Clicking on their pencil will bring up the same editable detail table used in Summary mode allowing the user to make edits to the specific line item.
Note that the line item table editor can be resized to show more lines (via the vertical "gripper" icon). And the full table can also be expanded to full page, giving the user more workable table real estate when editing.
You can now drill to line item detail on the Forecast Summary dashboard charts. Clicking on a chart element will bring up a line item detail table filtered to the specific chart segment. The line item detail table can be grouped, sorted and filtered to perform additional analysis.
All Plans now support a text Comment field out of the box. You no longer need to create and add your own dimension to Plans for capturing commentary on forecast lines. All new plans will automatically be created with a text Comment field. Existing plans will have a Comment field added to them. If a plan already has a Comment dimension, the existing dimension will be preserved (and renamed to Comment2) and the plan will have both Comment fields.
Opening a plan will now automatically perform a "Refresh Report" action if the plan data is stale (more than 24 hours old). Refresh Report updates actuals and estimate values for the plan using latest Cloudability data. The Refresh Report button on the Dashboard pages can still be used to manually initiate this refresh action at any time.
Note that the Forecast Details table has been moved to its own tab on the Dashboard page. Previously, this table was located on the Forecast Summary tab underneath the Cloud Spend Trend and Cloud Spend Breakdown charts.