Apptio planning tips and tricks

This guide offers practical tips for enhancing your experience with Apptio planning. You'll learn how to effectively navigate the platform, customize layouts, and avoid common issues such as missing scroll bars or currency mismatches. Additionally, it provides advice on optimizing browser performance and bookmarking pages for easy access.

1. The Plan Summary tab is for review and analysis only.

   You can't make updates to your plans in the Summary tab. To update plans, use the Labor, Contracts, Assets, and Other tabs.

   

   analyze-plan-forecast.html
2. Bookmark a home page.

   You can set up any page you want to be your home page, with bookmarks.

   Learn more about creating bookmarks

3. Decrease your browser zoom level if you are missing the bottom scroll bar.

   Decrease your browser zoom, for example to 95%.

4. Use public layouts.

   Modify your table layout and save it as a personal layout for future use.

   Learn more about customizing table layouts

5. When using the Dashboard and Summary reports to compare budget, set the currency to Company Currency to avoid mixing currency types.

   Learn more about comparing plans

6. For best performance, use Google Chrome as your internet browser.