Ruth Walker
Activity overview
Latest activity by Ruth Walker-
Ruth Walker commented, This article skips over how to access the new version in the worksheets.
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Ruth Walker commented, Susan - To see the increase, go to the Personnel plan. Make sure your columns (select at the top) reflect the year in question. Select one of the affected employees and open their details at the lo...
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Ruth Walker commented, For others reference, in our situation a manual refresh of plan line items via Excel export and re-import is the recommended action.
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Ruth Walker created a post, Adding a new fiscal year
After using Planning Maestro for 5 years, we need to add 2024 time periods to our Plan Basis version. I was able to figure out to change the number of years in our Time Dimension and increase it fr...
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Ruth Walker commented, Hi Desiree - What if the year you are looking for doesn't appear? Should it be added in Dimensions?
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Ruth Walker commented, Also it would be helpful if a best practice for using increase/decrease in performance reviews. I had set up increase %s for my 2022 plan. Then for 2023, I changed the dates to 2023 for the % incr...
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Ruth Walker commented, If I use increase/decrease for annual performance reviews do I turn on compound? There is no spread method for personnel as far as I know.
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Ruth Walker commented, How do I create a what/if version if I want a second version of my current year budget?
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Ruth Walker commented, Can I add a column to this report with the actual account number and not just its name?
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Ruth Walker commented, Allocation Dimension Member Selection – In this section, choose which Dimension Members (departments, versions, account numbers, programs, offices, etc.) are included in this Allocation Method. To ...