New Features and Enhancements in Planning February 2023

The following new features have been introduced in the February 2023 release of Planning.

If you are upgrading from a previous version, see Upgrading to Planning February 2023. This provides a summary of the items that have been added for each feature and details of any required upgrade steps.

Dependencies on other FinancialForce Packages

You must install the following package as a mandatory package before installing or upgrading to this release of Planning:

  • FinancialForce Foundations Winter 2023

Controlling Access to Budgets

In this release, we have implemented the following enhancements for controlling access to budgets:

Sharing a Budget with Active Budget Holder

When sharing a budget, you can only view and select the active budget holder with access to the budget. The budget holder can grant other users read or write permission to access the budget.

For more information, see:

Enhancements to Headcount Planning Capabilities

We have improved the user experience for Headcount Planning capabilities to align with various FinancialForce applications. Now you can quickly recognize if there are no records to display in the Headcount by Resource Line grid when you try to generate the headcount records for the employee. In addition, you can also quickly identify which columns in the Headcount by Resource Line grid are editable or non-editable.

Simplified Filtering Capabilities for Headcount Data

You can now manage and filter columns in the Headcount by Resource Line grid. A new Planning Headcount custom setting is added that contains all preferences for you to manage the Headcount by Resource Line grid.

After you select the Allow Variable Pay field in the Planning Headcount custom settings, only then the Variable Pay and Variable Pay Percentage columns are visible in the Headcount by Resource Line grid and its values are used to calculate the new base salary.

Note:

When you enable the Allow Variable Pay field in the Planning Headcount custom setting, enter a headcount and enter variable pay that changes the new base salary, for example, from 1000 to 1500. However, if you enter the same headcount with a different custom setting, you would still see 1500 instead of 1000. This happens even if you cannot see the Variable Pay columns that make this total so.

For more information, see:

Searching the Headcount Details

You can now search the budget details in the Headcount by Resource Line grid based on the employee ID, employee name, and job title. A new Search field is added to the Headcount by Resource Line grid.

For more information, see:

Budget Versions

You can now create budget versions in Planning. This allows you to create versions of an existing budget and edit and lock budget versions. For more information, see Budget Versions.

Budget Versions Scenarios

Budget Version Scenarios allow you to examine and evaluate possible future budget version outcomes. You are able to generate best case, worst case, and mainstream scenarios. For more information, see Budget Version Scenarios.

To use this feature, you must enable the Budget Versions Scenarios feature in the Feature Console. For more information, see Enabling Budget Version Scenarios.

Importing from Other Sources in Planning Mapping Rules

From this release, you can create a mapping rule by importing information from custom sources. For more information, see Creating a Mapping Rule.

Fixes

Fixes are now listed on the Known Issues page of the FinancialForce Community. You can access this page from the Release Hub menu. For a brief description of the issues that have been fixed in this version of Planning, see the related section of the Known Issues page.