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Planning

Allow User Groups to Be Added to Views Without Expanding Individual Users

Currently, the platform does not support adding User Groups as members of Views. As a result, any View that includes a User Group does not function as expected. To work around this limitation, each individual user within those User Groups must be ...
25 days ago in Cloudability / Planning Planned for future release

Ability to Restrict Budget Visibility and Permissions

I would like to request an enhancement regarding the Budget functionality in Cloudability. Currently, when a budget is created, it is automatically visible to all users within the organization, and any user can modify or delete it. This behavior i...
about 2 months ago in Cloudability / Planning Planned for future release

Make Variance Alert Threshold Values More intuitive

At present, the threshold values for alerts are set as an exceedance value versus a baseline. It would be more intuitive if the threshold was set as a percentage of the baseline instead. To illustrate this, if I want to configure an alert that tri...
3 months ago in Cloudability / Planning Planned for future release

Budgets needs a yearly/ytd budget alerting option and to set a yearly budget in non-cfp budgets

In the non-CFP Budgets feature we need the ability to input a yearly budget instead of only broken out by month. We want to setup a yearly budget and receive alerts for it. This isn't really fully possible today. We can get by creating a report an...
3 months ago in Cloudability / Planning Planned for future release

Allow any year in Plan to be chosen as the period on the Forecast Variance tab

Currently can only select periods in the current year on the Forecast Variance tab. This means in Plans covering multiple years there isn't a way to visually show the forecast versus estimate. The only option is to use the Forecast Variance Detail...
3 months ago in Cloudability / Planning Planned for future release

Allow Plan Status to be seen ungrouped when cost object is hierarchical and allow Modified Date filtering

When a plan is based on a hierarchical business mapping as the cost object, viewing the Status page is not very user friendly. The status is grouped by one of the hierarchical business mapping dimensions. This means one cannot sort by the modified...
3 months ago in Cloudability / Planning Planned for future release

Demote/hide visibility of the forecast model used in "Enhanced Forecast" (Beta)

the technical forecast model used to derive the forecast is shown as the second column in the details of a forecast. Whilst it may be interesting for some I don't think it would be for the marjority of users and just takes up screen real estate un...
5 months ago in Cloudability / Planning Planned for future release

Retain "Show Hierarchy" setting when switching between "Summary" and "Details" on Forecast tab

It is not so intuitive as a user that the Show Hierarchy setting revert to enabled if you have switched it off and then change from Summary to Details. It would be preferable to retain the current "Show Hierarchy" setting.
5 months ago in Cloudability / Planning Planned for future release

Show forecast (estimate) data in Cloudability reporting

Create reports that use Estimates (forecast engine) as a data source. This would allow reports to be created using visualizations on future periods (days/weeks/months) to show what the next week/month/quarter spend will be based off the last compl...
5 months ago in Cloudability / Planning Planned for future release

Ability to set up/receive Budget Alerts

The ability to set up and receive budget alert emails is not enabled in the Gov Cldy version. It would be beneficial to be able to set up alerts to compare actual spending to a defined budget/forecast. Would it be possible to make the budget alert...
6 months ago in Cloudability / Cloudability Government / Planning Planned for future release