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Apptio Planning

Showing 37

Need the ability to turn off widgets that are not being populated

We are currently launching our Planning instance with cost center owners and our environment only contains OpEx expenses with no labor data (due to some finance team concerns) so we have an empty Labor widget on our dashboard. I understand that TB...
9 days ago in Apptio / Apptio Planning 0 Planned for future release

Plan-level permissions should have a way to sync with the global permissions

Currently (Planning v 1.x) when a Plan is created, it takes the global permission set as a temlate, and keeps it. When we do an update - adding a new user, removing users, changing who edits which Cost Object, etc - this has to be made in every op...
25 days ago in Apptio / Apptio Planning 0 Planned for future release

Improve Email Notifications for Multi-level Approval Workflow

When testing the multi-level approval workflow, we encountered the following two issues: 1. A submitter of the Cost Object will never know if the plan is returned or approved via email notification. So, the owner of that level would need to commun...
3 months ago in Apptio / Apptio Planning 0 Planned for future release

Use the value "Actuals" for the Source Plan field for actuals rows appended into forecast plans instead of the forecast plan name

Currently, when a forecast plan is created, actuals rows use the plan name in the Source Plan field (e.g., “FY2025 November Forecast”). To improve clarity between actuals and forecast data, we request that actuals rows appended during plan creatio...
3 months ago in Apptio / Apptio Planning 2 Planned for future release

Apptio Planning: Map Forecast Actual into Other Tabs

Currently actuals only appear on the Summary tab when Forecasting, it would be beneficial to see actual data in the other tabs, as well. Ideally, there would be a way to separate the actual data by tab when it flows into Planning, so actuals/forec...
3 months ago in Apptio / Apptio Planning 0 Planned for future release

Ability to Filter based on "Memo" Type

Finding line items where a description contains a particular word.
3 months ago in Apptio / Apptio Planning 0 Planned for future release

Planning - combine actuals and planned values in Forecast

Currently, in the forecast plan, actuals are displayed as separate non-editable lines (for both past and future months), while planned values are maintained in separate editable lines (with actual months greyed out). Planners have shared that this...
5 months ago in Apptio / Apptio Planning 0 Planned for future release

Export All should use a fixed column order, and not vary with my Layout

The current functionality is confusing and non-intuitive, and interferes with many assumptions about how process flow should work. "Export All" should be a trustworthy 'I don't know what I need, give me everything' button that I can drp into Excel...
6 months ago in Apptio / Apptio Planning 1 Planned for future release

ADM option to publish to reference tables

We are not using ADM for our ITP publishes because we also have to manually publish our project lists to tables in TBM studio
6 months ago in Apptio / Apptio Planning 0 Planned for future release

ITP to CT - Publish to a specific month

When users are able to publish to a current month in ITP, there is no need for a DL's process to copy the published data from January of the current year to the current month of the current year to maintain actuals.
7 months ago in Apptio / Apptio Planning 0 Planned for future release