Planning

Release Notes

• Recent releases
• 2025 Release Notes
• 2024 Release Notes
• 2023 Release Notes

Getting Started

• Introduction to Apptio Planning
• Key Concepts and Terminology
• User Roles & Permissions
• A Guide to Apptio Planning’s Navigation
• Support Resources

Creating and Managing Plans

• Creating Plans
• Managing Plans
• Plan States (New, Open, Final)
• Plan Folders
• Tag Plans as Active
• Bookmark a page

Working with Plans

• Adjust Baseline Values
• Compare Versions or Plans
• Set Targets
• Manage Layouts
• Bulk Upload Line-Item Values
• Export Plan Data
• Working with Different Currencies
• External Line Items
• Updating Reference Data in Plans
• Update Actuals in Forecast Plans

Labor Planning

• Labor Planning Overview
• Labor Allocation Rules
• Working Calendars
• Summarize Labor Financials
• Labor Compensation Adjustments
• Hide Sensitive Labor Data
• Labor Headcount Targets
• Restrict Access to Labor Salary Details

Contract Planning

• Contract Planning Overview
• Amortization Methods
• Contract Extensions
• Value Added Tax

Asset Planning

• Asset Planning Overview
• Depreciation Methods

Project Planning

• Project Planning Overview
• Configure Projects
• Manage Projects
• Project Permissions
• Delegate Asset Costs
• Delegate Contract Costs

Project Labor Activity Planning

• Labor Activity Planning Overview
• Project Labor Roles
• Labor Activity Type
• Labor Activity Over/Under Allocation Analysis
• Using External Codes to Identify Labor Resources

Intelligent Forecasting

• Intelligent Forecasting Overview
• Forecasting Models

Spend Management

• Spend Management Overview
• Actual Summarization Settings

Variance Analysis

• Variance Analysis Overview

Workflows and Collaboration

• Approval Workflows Overview
• Submit, review, approve, and return plans
• Snapshots (Versioning)
• View Updated Line Items
• Plan Status
• Manage Email Notifications
• Change History
  • Event Types
• Comments

Analytics and Reporting

• Analyze a plan
• KPI Settings

Configuration and Administration

• Company Profile Settings
• Reference Data Overview
  • Standard Dimensions
• Schemas
• Custom Lists
• Change Identifiers
• Line-Item Codes
• Line Item Filters (Dependent Picklists)
• External Codes
• Multi-Currency
• Cost Object Permissions
• Decimal Number Display
• User Impersonation
• Manage Email Notifications
• Fiscal Calendar Settings

Integrations

• Connect to Apptio Costing
  • Import Reference Data from Apptio Costing
  • Import Actuals from Apptio Costing
  • Import Baseline Plans from Apptio Costing
  • Import Projects List from Apptio Costing
  • Publish Plan Data to Apptio Costing
  • Publish Projects List to Apptio Costing
  • Integration Status
  • Cost Transparency Integration (Legacy)
• Connect to Cloudability Financial Planning
  • Manage Cloud Expenses (without CFP Integration)
  • Set Up and Manage Cloud Financial Planning Integration

APIs

• Planning REST APIs Overview
  • Variance Analysis APIs
  • Plan Status APIs
  • Spend Management APIs
  • User Permissions APIs
  • Change History APIs
  • Table Layouts APIs
• Configure Datalink REST Connector

Troubleshooting and FAQs

• Troubleshoot reference data deletion errors
• Troubleshoot Planning data upload errors
• Troubleshoot invalid date formats in Planning
• Troubleshoot: KPI or values in a plan display the #REF error
• FAQ: Hide Sensitive Labor Data
• FAQ: Cost Transparency Integration Panel
• FAQ: Automated Data Management