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Apptio Planning

Showing 181

Enable Cost Object Permissions from ADM

Currently Cost Object Permissions can only be manually loaded into ITP and adjusted from there.  Creating Cost Object Permissions from Master Data in CT and manually adding changes works, until Master Data changes and is updated as this  ...
about 2 years ago in Apptio / Apptio Planning 0 Future consideration

Ability to open select lines on 'external financials' to make small edits (Admin Only)

We use the 'external financials' function heavily in our Planning environment, and we find it is very helpful in maintaining transparency and data quality control, as the lines cannot be edited by the user. We have ~87,000 lines of centrally agree...
3 months ago in Apptio / Apptio Planning 0 Planned for future release

View Only for Plans in New Status

As a TBMA I would like the ability to be able to provide select users with a role that would allow them View Only access to plans that are in New Status.    I will know this is complete when a Cost Center Owner or person in a specially d...
over 2 years ago in Apptio / Apptio Planning 0 Future consideration

Calculated / Dynamic Columns for Rate * Quantity

Similar to Service Demand Planning, it would be very helpful to have the ability to add calculated columns to ITP for services that are rate * quantity. Currently the dollar amount for volume driven services have to be manually calculated in ITP.&...
over 1 year ago in Apptio / Apptio Planning 0 Future consideration

IT Planning Event Log : open function for Cost Center Owners

Currently Event Log is useful, but it is only visible for Admins. Especially for cost centers managed by multiple users, these cost center owners want to see who eventually has done a change.
about 2 years ago in Apptio / Apptio Planning 0 Future consideration

Targets KPI Section in ITP - Multiyear view, add/custom columns, filter capabilities

Targets KPI Section in ITP - As Administrators, we would like to be able to view multiyear target data. Also, the feasibility to add columns in the Target plan and the ability to filter column data by year, region and cost center. Update** 1/10/25...
about 2 years ago in Apptio / Apptio Planning 0 Future consideration

Enhance Variance Analysis to group by the Project Hierarchy

Variance Analysis by the project hierarchy would be useful to see a high-level overview of what is forecasted by Project ID/Portfolio compared to what is budgeted/actually occurring. We're trying to drive adoption of portfolio views by expanding o...
4 months ago in Apptio / Apptio Planning 0 Future consideration

Clarified verbiage for unsubmitted changes

Currently, when we indicate that there are unsubmitted changes for a Cost Object, we are essentially showing all CO's that are in "In Progress" status, whether or not there have actually been any changes in the CO. The verbiage of "unsubmitted cha...
over 2 years ago in Apptio / Apptio Planning 0 Planned for future release

Filter Behaviour in Planning Dashboard / Views

Similar to storing a filter in Expenses tabs via the Layout (e.g. Default Layout) storing a default filter in Dashboard view by Admin would be great.  Ideally can also define their own filters storing in their own "layout" that applies to das...
over 1 year ago in Apptio / Apptio Planning 1 Future consideration

ITP Expenses Assets tab: Date Picker for Purchase/In-Service Date

Idea: Adding the possibility to select Purchase Date & In-Service Date via a Date Picker rather than manually typing the date in ITP Expenses -> Assets tab. Why: current process of filling Date manually can cause confusion, as different us...
over 1 year ago in Apptio / Apptio Planning 0 Future consideration