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Apptio Planning

Showing 158

Update Reference Data on Plans to provide details of line items that will be deleted/changed

If there are some missing entries in current reference data from earlier uploaded reference data, the customer would like the option to have the Update reference data panel on plans show even the details of which specific entries/line items/rows w...
3 days ago in Apptio / Apptio Planning 0 Submitted

Export Layout Feature - maintain column header layout but do not consolidate underlying data

Current when you export, the data below is grouped and text shows as " 2 Unique, 5 Unique". Idea is that all data would be expanded to it's lowest level while maintaining the header formatting. Expanding each column individually is not an option u...
9 days ago in Apptio / Apptio Planning 0 Submitted

Spend Management in Planning to have option of defaulting to current fiscal year when logged in

The customer is currently on FY25 but the Spend Management opens once logged in to FY26. They would like a way to avoid manually picking the right fiscal year before updating their monthly actuals. Requesting an enhancement within Planning like TB...
3 days ago in Apptio / Apptio Planning 0 Submitted

In IT Planning the client wants to see in one tab the ability to show labour activities and the financial outcomes without having to move between tabs

Because it means an easier UI experience for the user
17 days ago in Apptio / Apptio Planning 0 Submitted

Add Totals for Number Columns in IT Planning

There are many times that I would like to see a sum at the bottom of the page when I am entering a value that is not associated with the budget numbers. This is used for a Fund Balance, a working number, budget request that has not been funded yet...
26 days ago in Apptio / Apptio Planning 0

Ability to Nest Contracts through Parent Child Contract Relationship

Business Need: We need the ability to nest contracts within Apptio Planning Contracts. We are looking for the ability to have a parent contract line showing the contract date for the enterprise and then the child entries split out by our divisions...
23 days ago in Apptio / Apptio Planning 0 Future consideration

Undo Feature

Adding undo step functionality would be super helpful!
26 days ago in Apptio / Apptio Planning 0 Future consideration

IT Planning Multi-Year Reference Data Option

As a TBMA supporting IT Planning, we have a use case for enabling multi-year functionality as it relates to our reference data, specifically Labor Rates and Labor Allocation Rules.  Our FP&A team is currently forecasting 3 years within a ...
about 2 years ago in Apptio / Apptio Planning 0 Planned for future release

Totals filter functionality

The ability to filter/sort totals would be really helpful. Being able to select 0 value full year to delete rows or filter to a specific total or show over a certain amount would negate the need to export to excel to do this.
26 days ago in Apptio / Apptio Planning 0 Planned for future release

IT Planning Undo Button

Our users have requested the ability to have an undo function available to them when making edits in the contract and labor tabs.  This would allow them to be able to revert any changes that were made incorrectly without having to remember th...
over 2 years ago in Apptio / Apptio Planning 0 Future consideration

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