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Apptio Planning

Showing 172

ITP Plan Specific Roles & RUles

Would be helpful if there were specific Roles & Rules tied to each ITP Plan rather than just one set for all ITP Plans
over 1 year ago in Apptio / Apptio Planning 0 Planned for future release

Identify layouts used by users

Can there be something built to identify public layouts that are used by users, this would mean we can easily remove layouts that are no longer in use. There is no function to identify this currently. 
over 1 year ago in Apptio / Apptio Planning 0 Future consideration

Targets in Apptio ITP

Wanting to document a requirement on how to set the targets in Apptio ITP on Fiscal Year basis. For example if the plan is open for multiple years FY2024-2026, currently target amounts are set for FY2024. So we'd need the ability to set the target...
over 1 year ago in Apptio / Apptio Planning 0 Future consideration

Perform Sandbox Refresh

As an admin, I would like the ability to perform a sandbox refresh.  We refresh our sandbox on a monthly basis, and it would be helpful if there were an option for the admin team to go in and schedule the refresh on our own as opposed to open...
over 2 years ago in Apptio / Apptio Planning 0 Future consideration

Layout creation must included all mandatory fields

When mandatory field is hidden, users don’t know it must be completed and as a result the row does not get saved. Request is that layouts should only be able to be created that include all mandatory fields. Main issue here is line is not getting s...
over 2 years ago in Apptio / Apptio Planning 0 Future consideration

Update reference data permission

Requesting to have the permission to update reference data in an open plan to be a permission separated out from other admin capabilities. Use case is to have resource in Europe update the reference data earlier in the day than US resource on TBMO...
over 1 year ago in Apptio / Apptio Planning 0 Future consideration

Give the possibility to copy/duplicate several budget lines in one action

Currently, we can only duplicate one line. Goal is to be able to copy/duplicate several lines in one action. Maybe possible to implement it with the new view thanks to the CheckBox selection present at each line ?
8 months ago in Apptio / Apptio Planning 0 Planned for future release

ITP Respect Cost Object Permissions for Group Cost Centre Editors

In ITP today, we use group cost centre owners in the division heirachy for both editing, review and rollup purposes. These group cost centre owners only have Editor access in Cost Object Permissions, and do not have Owner access. However, when a g...
8 months ago in Apptio / Apptio Planning 0

Adapt results of ITP filter to existent filters

If for example we have Department A with expenses (A1, A2, A3) and Department B with expenses (B1, B2), when you try to apply a filter on expenses, you see a list that contains A1, A2, A3, B1, B2.  It would make more sense if, having selected...
over 1 year ago in Apptio / Apptio Planning 0 Future consideration

Custom alerts for ITP

Customer would benefit from having the ability to create custom alerts to pass along info to their end users, like budget submission deadlines for CO owners and budget approval deadlines for managers.  Alerts should appear similar to how...
about 2 years ago in Apptio / Apptio Planning 0 Future consideration

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