Planning Standard

Getting Started

• What you can do with Planning
• How to access Planning
• Find your way around Planning
• Help and support resources for Planning
• Apptio Planning tips and tricks
• Glossary - Apptio Planning applications

What's new in Planning

• Recent releases
• Older releases
  • Planning: What's new in 2024

Configuration

• Reference data
  • Reference data dimensions
  • Edit and publish reference data tables
  • Update reference data dimensions
  • Update reference data in an open plan
  • Force a plan to use updated reference data
  • Change the identifier for Cost Objects and Dimensions
  • Troubleshoot reference data deletion errors
  • Manage IT Financial Management Foundation reference data
    • Manage reference data in TBM Studio
    • Update Department hierarchy
    • Manage Cost Center reference data
  • Financial Dimensions reference data
  • Labor Configuration reference data
  • Contract Configuration reference data
  • Asset Configuration reference data
  • Allocation Configuration reference data
  • Multi-Currency Conversion Rate Tables reference data
  • Project Configuration reference data
  • Service reference data
  • Custom reference data (dimensions)
  • Manage Integrated Investment Planning reference data
    • Manage Project reference data
    • Manage Project Group reference data
    • Manage Project Labor Role reference data
    • Manage Labor Activity Type reference data
    • Rename project-related standard dimensions
• Schema
• Custom Lists
• Line Item Codes & Prefixes
• External Unique Identifier
• Line Item Filters
• Cost Object Permissions
• Labor Allocation Rules
• Configure Date and Number Format
• Manage Score Configuration
• Working calendar

Administration

• Configure Apptio Planning applications
• Monthly and yearly checklists for administering Planning
• Bookmark a page
• Edit the Company Profile
• Impersonate a user
• Integrate with Cost Transparency
• Configure Cost Transparency
• Manage email notifications
• Enable custom calendars
• Change history
  • View and export the change history
  • Event types
• Currencies
  • Multiple currencies
  • Set the common currency
  • Reference Data Requirement
  • Enter or display line-item values in different currencies

Working with Plans

• Manage plans
• Manage line-item tables
  • Customize, save, and share table layouts
  • Export and populate line-item tables or layouts
  • Enter or import line-item data
  • Filter line-item tables
  • Period picker for line-item tables
  • Update line-item tables
• Manage Apex line-item tables
  • Enable Apex Line Item Table
  • Working with Apex tables
  • Working with Apex line items
  • Working with Apex columns
  • Table Layouts

Budget Planning and Forecasting

• About budget planning and forecasting
• Create a budget plan or forecast
• Enter financial details and adjust baseline values
• Set financial targets
• Plan for multiple years
• Open a plan or a forecast
• Import and publish actuals
• Update actuals data
• Actual summarization
• Analyze a plan or forecast
• Monitor key performance indicators on the Dashboard
• Export a plan's status history
• Best practices: Forecasting
• Analyze budget variance
• Compare versions or plans
• Review, approve, or return plans or Cost Objects
• Submit a plan or forecast
• Finalize a plan or forecast
• Revise a plan or forecast

Labor Planning

• About labor planning
• Labor Summarization
• Create a labor plan
• Set labor headcount targets
• Plan for labor compensation adjustments
• Allocate department labor
• Analyze labor headcount
• Restrict access to labor salary details
• Best practices: Handling labor compensation rates
• Reports overview
• FAQ: Hide Sensitive Labor Data

Integrated Investment Planning

• Get started with the Integrated Investment Planning
• Project Level Access Control
• Admin or Budget Process Owner tasks
  • Enable Integrated Investment Planning
  • Enable/Disable Labor Activity
  • Manage Integrated Investment Planning reference data
    • Manage Project reference data
    • Manage Project Group reference data
    • Manage Project Labor Role reference data
    • Manage Labor Activity Type reference data
  • Rename project-related standard dimensions
• Project List
• Budget Process Owner or Project Cost Center Owner tasks
  • Enter Investment Expenses
  • Labor Resource Planning
  • Allocate Labor to Project using Role or Name
  • Unique Labor Resource Identification
  • Configure cross-charge
  • Labor Activity Over/Under Allocation Analysis
    • Prevent Over Allocation
    • Allow Over Allocation
  • Delegate Project Costs
    • Delegate Asset Costs
    • Delegate Contract Costs
• Reporting and Analytics

Spend Management

• About spend management
• Import and publish actuals
• Manage direct costs
• Manage assets
• Plan for decreasing asset values with Depreciation Methods
• Manage contracts
  • Variable Contract Extension Adjustment
• Enter financial details and adjust baseline values

Planning Reports

• Reports overview
• Cost Pool Analysis report (v104 and later)
• Financial Analysis report (v104 and later)
• Financial Review (OpEx) report (v107)
• Financial Review - CapEx report (v107)
• Financial Variance Review email report (v104)
• ITP - Labor Review report (v104 and later)
• Labor Analysis report (v104 and later)
• Labor Review report (v104 and later)
• TBM Dashboard (v104 and later)

Planning Data Available in Apptio BI

• Overview
• Create a visualization for a report
• Modify a visualization
• Sample reports
• Custom date ranges
• FTE Labor Activity Data

Cost Transparency Integration Panel

• Working with Cost Transparency Integration Panel
• FAQ: Cost Transparency Integration Panel

Automated Data Management

• Overview
• Automated Data Management Capabilities
• Prerequisites
• Custom Dimension Entity Mapping
• Import Reference Data
• Import Actuals
• Publish Plan data to Costing - On demand
• Import Plan baseline data - On demand
• Schedule Publishing Plan Data
• Status
• FAQ: Automated Data Management

Troubleshooting

• Troubleshoot Planning data upload errors
• Troubleshoot invalid date formats in Planning
• Troubleshoot: unable to import or export Excel files
• Troubleshoot: KPI or values in a plan display the #REF error