Platform release notes 2024

Manage notes for targets

• Add, edit, and delete notes associated with a team target.

• Set role permissions for notes.

  Note:

  By default, most users have read-only access. The collaborate with notes permissions are role based and not assigned to individual users. Tenant Admins must manually change permissions for roles to give users appropriate permissions to manage notes.

Manage notifications preferences for notes

• Enable and disable notifications from your Notification Preferences.

Enable email notifications at the plan-level

• Set a specific role as a node manager or a user as a special user to be notified about any activity in a plan.

Updates to Target UI

• Now when you edit your target details you will be greeted with a single modal where you can make adjustments.

Updates to Roles UI

• Roles are now organized into rows rather than tiles.

• Update Role settings by clicking the corresponding tabs for your information, ramp profile, and productivity profile.

Notifications

• You can customize your notification preferences to receive alerts via email and in-app notifications (inbox).

• The following are a list of events that receive notifications:

  Event	Description
  auth.login	This notification occurs when a login attempt is denied due to authentication failure.
  auth.logout	This is an action that terminates a user’s authenticated session.
  auth.forgotPassword	This event is a function that allows a user to reset their password.
  auth.create	This notification occurs when a new user is created in Fullcast.
  auth.updateUser	This notification occurs when an existing user account is updated.
  auth.loginByTenant	This notification occurs when a user logs in using a specific tenant ID.
  auth.changePassword	This notification occurs when a user changes their password.
  assignments.create	This notification occurs when an assignment has been created.
  assignments.update	This notification occurs when an assignment has been updated.
  assignments.delete	This notification occurs when an assignment has been deleted.
  assignments.terminateEmployee	This notification occurs when an employee has been terminated.
  assignments.changeEmployeeRole	This notification occurs when changes are made to an employee's role within an assignment.
  assignments.confirmAssignment	This notification confirms an assignment.
  assignments.recalculateRampByRole	This notification occurs when ramp-up time is updated based on the user’s role.
  assignments.validateWorkflow	This notification occurs when an assignment workflow is validated.
  assignments.clone	This notification occurs when an assignment has been cloned.
  assignments.massUpdate	This notification occurs when assignments are updated in bulk.
  assignments.createMassAssignments	This notification occurs when assignments are created in bulk.

Capacity planning

• The enhanced headcount distribution allows for the simultaneous distribution of attrition and TBR heads, either evenly or based on specific metrics or existing headcount.

• The Full Ramped Target in the Roles functionality is for fully ramped users, including seasonal variations. Both productivity and fully ramped target profiles can be matched based on specific criteria.

Ramp cutoff platform

• New hires added before the cutoff date will start their ramp period in the current month, while those added after will start in the following month.

  • Impact: Various calculations, including effective headcount, targets, capacity planning, and reporting.

• Existing customers will have the end of the month as the default cutoff date, while users can specify a custom date in the updated user interface.

Default targets and ramp

• Centralized default targets and ramp profiles allows for the creation and management of these settings independently of specific roles, making the role-creation process more efficient.

  • Impact: Various areas of the application, including role creation, capacity planning, target setting, scenario planning, and reporting.

Endpoint modification

• The Pre-prod and Production domains were changed and the following endpoints modified.

  Name	API name	Value
  Get Assignment By Role Sandbox	Get_Assignment_By_Role_Sandbox	https://sandbox.fullcast.io/api/v1/assignments/getActiveAssignmentsByRole
  GTM Leaf Info Endpoint Sandbox	GTM_Leaf_Info_Endpoint_Sandbox	https://sandbox.fullcast.io/api/v1/common/getLeafs
  Get Token Sandbox	Get_Token_Sandbox	https://sandbox.fullcast.io/api/v1/common/tokenAuthorization
  App Endpoint Sandbox	App_Endpoint_Sandbox	https://sandbox.fullcast.io/api/v1/common/assignments
  Get Territories by Role Sandbox	Get_Territories_By_Role_Sandbox	https://sandbox.fullcast.io/api/v1/assignments/getTerritoriesByRole

Account hierarchy grouping

• You can now group all accounts belonging to the same corporate family into one segment.

Tenant Admin status updates

• Tenant Admin status now updates when selected from the mandatory field.

Custom entity error resolution

• Resolved “the source table name is empty, so it cannot be defaulted: TAM” error message when adding a custom entity.

Co-pilot new hire policy

• The New Hire Policy is designed to streamline and automate your team's onboarding process:

  • Automated detection: Automatically detects when a team member is added through an import event. If a team member is relocated within a team, Co-Pilot identifies this via a move/team operations action.

  • Effective date management: The effective date of the new hire is set based on when the event occurs.

  • Confirm the To Be Hired (TBH) process: Co-Pilot searches for TBH positions under the same manager with matching attributes. If multiple TBHs match, Co-Pilot selects the one with the earliest start date to ensure a smooth transition.

  • Assignment to unassigned territory: If no TBHs are found, Co-Pilot looks for unassigned territories that fit the role/type criteria and automatically assigns the new hire to the role. It prioritizes territories by the earliest date to ensure optimal assignment.

People search

Note:

Only available for managed package 2.184 and above.

• The people search update enhances policy management by identifying policies. Key features of the people search update include:

  • Search filter: A new search filter has been added to the policies list page, allowing you to find all policies that directly reference a specific person.

  • Person detail page: A new tab on the person details page displays all policies where the user is specifically referenced.

  • Workflows: Termination workflows have been updated to ensure that when a user is terminated, any policies referencing that user are updated or removed accordingly. Additionally, Co-Pilot workflows now automatically address policies involving referenced users.

  • Licensing: Licensing operations now check if a user is referenced in any policies for specific users, returning policy IDs, their status, and the fields where the user is referenced.

Bucket JSON editor

• You can now build advanced criteria without editing JSON code.

Capacity planning enhancements

• You can now move records within your data hierarchy.

• You can also manage temporary or planned changes to your data including creating placeholders for future records.

Known metric type

• Metrics are now imported from template and created automatically.

Bulk adjust targets

• You can now edit multiple targets simultaneously.

Reports for scenarios

• Users can now add a chart to your Scenarios from the Actions menu.

Effective Headcount model

• The Effective Headcount model provides bottom-up capacity planning to manage the balance between current and projected headcount needs.

Permission assignment access resolution

• Permission assignment access for normal users has been resolved.

Verbiage updates

• Updates to verbiage in messaging and capacity planning.

Hierarchy images updates

• Hierarchy images for all territories are now visible.

Support content access

• Routing Policies section was updated to provide quick access to related support articles. The options for Document to navigate to the relevant support article, or Support to access our entire knowledge library are located in the More Options menu next to Add Policy.

  

Capacity planning

• You can now access your Scenario plan by navigating to the relevant plan and clicking its title to view the plan’s details.

  

Minor improvements

• Fixed the default plan selection for new tenants.

• Corrected alignment issues and improved screen indicators.

• Resolved resizing issues and dropdown functionality problems.

UI enhancements

• For comprehensive details on the updated navigation and processes, refer to the knowledge base articles and the Fullcast Overview video.

• Changed the main navigation bar options:

  • Design changed to Plans

  • Rhythm changed to Reports

  • Motion changed to Policies and moved under Plans

• Profile and application settings have been grouped and redesigned.

• Users can now switch plans and manage them by clicking on the corresponding buttons.

Scenario planner and capacity planning

• Scenario Planner is the new smart capacity and headcount scenario tool used to design and track various go-to-market strategies and capacity models.

Co-Pilot

• Users now have access to Co-Pilot, Fullcast’s Go-to-Market (GTM) operations assistant, to automate various administrative tasks including:

  • Manually configuring workflows to manage assignments and targets based on a sales role’s lifecycle.

  • Automatically trigger workflows via the Terminate Employee policy.

Multiplan

• Users can now enable policies for multiple production plans. This enhancement allows for more comprehensive management of policies across different territories and plans within Fullcast.

Data filters at the plan-level

• You can now apply data filtering at the plan-level on Accounts, People, and Product. The grid will display records that meet your plan filters as applicable. Refer Managing Plans in Fullcast for more information.

Currency flags

• Currency flags are accessible only for fields that support Decimal/Double Fields and the Rollup Field Data Type.

  Note

  Only integration users configured with access to the currency flag can manually set it.

Ux (User experience) improvements

• UI improvements as part of a long-term user experience improvement project.

• Updated font sizes and family for consistency throughout Fullcast for a new look and feel.

Performance improvements

• The ability to process large (>10 million) import data without performance issues and timeouts has been improved.

Additional minor improvements

• The ability to process records with empty/null values when utilizing treatment of account families criteria in hierarchy rules has been fixed.

• The issue causing errors with Minute and Second values exceeding the range of 0 to 59 during policy status creation has been successfully resolved.