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Planning

Filters in Cloudability financial planning

When building a plan in Cloudability Financial Planning, we want the ability to include or exclude specific elements—such as credits, marketplace charges, taxes, and others—just like we can currently do in Apptio BI Finance is building the budgets...
10 months ago in Cloudability / Planning Planned for future release

View-Based Filtering for Cost Ownership Accounts in Forecast Summary

Overview: We request the implementation of a filtering mechanism in the Forecast Summary page that limits the "Cost Ownership" dropdown to display only the accounts relevant to the selected planning view. Current Behavior: When creating a plan ...
11 months 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...
18 days 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...
about 2 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...
2 months ago in Cloudability / Planning Planned for future release

Include "Savings Plan Negation" but exclude "Contractual Credits" under Credits

The Credits include "Savings Plan Negation" and "Contractual Credits". We need to include "Savings Plan Negation" but exclude "Contractual Credits" in order to obtain accurate forecasts. Please add more granularity for the type of Credits
about 1 year 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...
4 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.
4 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...
5 months ago in Cloudability / Cloudability Government / 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...
2 months ago in Cloudability / Planning Planned for future release