June 2025
Control Snippet Updates
This update introduces a suite of enhancements to simplify and enrich the way users monitor data quality through Control Snippets. These improvements are designed to provide a seamless setup experience while offering flexible customization options for reporting and validation workflows.
Default Control Snippet
Sheets containing control metrics will now automatically display a default Control Snippet. The system detects control metrics and generates a pre-configured grid with dimensions as rows, control metrics as columns, and color-coded status values as data. This allows users to instantly visualize control health without any manual setup.
Custom Control Snippets
Users can now create personalized Snippets of type “Controls” to suit their layout and analysis preferences.
Improved Metric Selector
To enhance usability, the Metric selector now includes a property filter dropdown. Users can filter by Default Groups or browse Control Sets in a hierarchical tree format (Sheet > Control Set > Control), making it easier to locate and apply relevant control metrics.
Assign Control Snippet to Pages or Tasks
This update allows users to assign Control Snippets directly to any JustPerform Page or Task (Sheet, Snippet, or Board). Once assigned, users will see a clear, icon-based summary of control statuses next to the page title—enabling fast, visual validation feedback.
To assign a Control Snippet:
Open the details side panel of a Sheet, Snippet, or Board.
Locate the section labelled Controls Assignment.
Use the desired layout—similar to Multi-Axis assignment—to select and configure the required Control Snippets.
This setup allows users to visually track control statuses directly from the page or task, streamlining validation and monitoring.
Control Task Validation
This update introduces automatic control validation when users attempt to complete tasks or activities linked to Sheets, Snippets, or Boards with assigned Controls. This ensures data quality is enforced at the point of task submission, helping users avoid oversight.
Whenever a task includes an internal link to a Sheet, Snippet, or Board with Control Snippets assigned, the system will automatically perform control validation when the user attempts to complete the task—both in the add-in and web versions.
Logic for Auto Journal Rules
This update enhances Auto Journals, enabling automated, rule-based postings directly into Consolidation Sheet metrics without relying on manual journal entries or traditional ledgers.
A new Auto Journal rule editor allows users to define logic-driven entries using input metric filters, debit/credit factors, and elimination rules. This enhancement streamlines repetitive financial adjustments such as eliminations and reclassifications, improving accuracy and reducing manual effort during the financial close process.
Users can now configure Auto Journal rules with:
Input metric-level filtering
Debit/Credit and Elimination factor logic
Output account-flow mapping
Entity and Interco swapping
Applicability conditions based on consolidation methods
The system processes rules by filtering input data, checking applicability, calculating debit and credit values, and posting results directly to the Consolidation Sheet. Aggregated execution improves performance by reducing data volume, while logs ensure traceability and audit readiness.
Regional Number format
This update allows users to configure their preferred number format across the workspace.
A new Number Format dropdown has been added to My Profile, allowing users to customize numeric formatting across various screens. This enhancement ensures a consistent display of numerical data throughout the platform, improving clarity and usability.
Users can now select a preferred number format and save their settings, ensuring uniform formatting across multiple sections, including Field Management, Financial Data Views, Models, Boards, and Snippets.
The update also includes refined Metric Format examples, preventing confusion between Regional Number Format and Metric Number Format.
For instance:
Accounting (1001) instead of (1,001)
Currency format without comma separators for clearer financial representation
Copy Scenario in Task
This update enhances the Data Action configuration in Activity Tasks, enabling users to perform scenario copying actions across sheets with improved control and visibility.
A new Sheet Actions section has been added under Model Actions (previously known as Standard Actions), allowing users to copy scenarios within tasks. This update enhances task flexibility and improves workflow organization.
To duplicate scenario data from one version to another:
Navigate to Task Details (Type: Calculation & Data Flow).
Click Add Data Action to access the Copy Scenario feature.
Select the Sheet from which the scenario will be copied.
Choose the From Version (Scenario) and To Version (Scenario).
Set the Time Selection for the copied scenario.
If the selected sheet lacks a Scenario field, the filter icon remains inactive in the From and To fields.
Click the filter icon to display available members in a dropdown list.
Additionally, if a selected sheet lacks a Scenario field, the filter icon will remain inactive in the From and To fields. Clicking the filter icon will display available members in a dropdown list.
A new Enable User Selection checkbox has been introduced allowing users greater flexibility in selecting members within Activity Task.
To Enable User Selection
Locate the Enable User Selection checkbox.
Select the checkbox to allow users to manually choose members within Activity Task.
If the selected sheet has a Scenario field, the system executes the copy action normally.
If the sheet lacks a Scenario field, an error message appears: “The selected Sheet does not have a scenario to perform the action. Please update the action.”
Click Save on Task Details to confirm the selection.
Activity Task selections will now align with the number of actions defined in Task Details, ensuring a more structured and efficient workflow.
Option to Duplicate Cyle under Monitor
A new Copy Icon has been added to the Monitor tab within the Process section, allowing users to efficiently duplicate existing cycles for reuse or modification. This enhancement streamlines workflow management and improves accessibility.
Users can now navigate to Explorer >> Process, select any available process, and access the Monitor tab. Each cycle will now display a copy icon next to the edit icon.
Copying a Cycle
Click the Copy Icon next to the desired cycle.
A side panel will appear on the right-hand side, displaying complete cycle details.
Modify any editable fields as needed (except Process Name, which remains non-editable).
Click Save to create the duplicated cycle.
All validations and functionalities will remain unchanged, ensuring consistency with existing process rules. This update enhances workflow efficiency, making it easier for users to replicate and adjust cycles seamlessly.
Intersect Functionality in Sheet/Snippet
The Intersect feature, previously available in the JustPerform Excel Add-in, has now been extended to Sheet and Snippet, allowing users to refine data selections based on multiple properties. This enhancement improves precision in filtering and reporting, providing deeper insights into intersecting data points.
The Intersect Icon is available in the member selector next to the Delete icon when multiple members are selected.
Using the Intersect Feature
Navigate to the Sheet or Snippet section.
Select multiple members from the list.
Click the Intersect Icon to create a combined selection based on multiple criteria.
The intersection of the selected members will now appear as a single selection, displaying only the common values.
Click Refresh to apply the intersection filter.
Unmerge Option
A new Unmerge functionality has also been introduced, allowing users to break apart existing intersections for better customization.
Using the Unmerge Feature:
Select an existing intersected member group.
Click the Unmerge Icon to revert the selection to individual members.
These enhancements improve precision in member selection, streamlining data manipulation within sheets and snippets.
Auto Refresh when changing Instance Status
An auto-refresh mechanism has been introduced for Sheets to ensure data integrity when status updates occur. Previously, when changing the status from Open to Submit, the page did not refresh automatically, allowing unintended member selection changes that were not saved correctly.
How Auto Refresh Works
Navigate to Sheet where an activity is listed.
Change the status from Open to Submit.
The system automatically refreshes to apply the status update.
Once refreshed, all member selection and data modification options will be blocked.
With automatic refresh, users no longer need to manually reload the page to see status changes.
This enhancement improves system consistency, eliminates unintended modifications, and ensures seamless data integrity.
Natural Sorting in Metric Dropdown
To enhance usability and reduce time spent searching, a natural sorting logic is implemented in all metric dropdowns across the platform. This update ensures a consistent, intuitive order for metric values, improving both navigation and filtering efficiency.
The dropdowns now follow a natural sort order every time they are loaded, refreshed, or filtered. The Autocomplete and search results also follow the same natural sort order. Sorting remains consistent even after adding, editing, or deleting metrics.
Numeric Metrics First Metrics with purely numeric names (e.g., 1, 23, 110) appear at the top, sorted by their actual numeric value rather than as text. Example: 1, 23, 110, 456
Alphabetic/Alphanumeric Metrics Next Metrics containing letters (e.g., Revenue, A1, Actuals2023) follow numeric metrics, sorted alphabetically in a case-insensitive manner. Example: A1, Actuals2023, Revenue, Target
Blank or Null Values Last Any metrics with blank or null names are always placed at the end of the list.
The case-insensitive sorting ensures Metric 1 and metric 1 appear together. Alphanumeric values (e.g., A1, B10) are sorted within the alphabetic group. The sorting is deterministic, ensuring there is no randomness or variation when the dropdown is reloaded.
This enhancement aligns with enterprise UI standards and significantly improves the user experience when interacting with metric dropdowns.
View JustPerform Version in About section
Users can now easily view the current version and build of JustPerform directly from the application interface. This enhancement improves transparency and helps users stay informed about the specific release they are working on.
To access Version Information:
Click the Help icon located in the Level 1 header.
Select About from the dropdown options.
A pop-up will appear displaying the following details:
Lineos Doc Assist
Insightsoftware LineosDoc Assist leverages artificial intelligence to help answer product-related questions.
The Lineos Doc Assist feature in JustPerform opens the in-product doc assistance chatbot that answers any questions related to the JustPerform processes using documentation and support knowledge base articles as the resource.
The Lineos Doc Assist is an advanced AI-powered chatbot designed to efficiently resolve customer queries by delivering accurate, timely, and context-aware responses. By leveraging intelligent analysis of user questions and comprehensive information resources, Doc Assist reduces the burden on your customer support team while increasing user satisfaction.
Key Benefits:
Efficient Query Resolution: Instantly answers routine customer queries with precise, relevant information.
Always-On Support: Available 24/7, ensuring customers get help whenever they need it—no wait times, no ticket backlogs.
Enhanced Customer Experience: Users get fast, helpful responses, leading to greater satisfaction and loyalty.
Platform Integration
This enhancement enables new customers to manage users centrally through the ISW Platform, streamlining user administration across JustPerform and other insightsoftware applications.
With this integration, user management is no longer handled within the JustPerform server interface. Instead, customers can opt to use the ISW Platform as the single source of truth for user creation and maintenance, ensuring consistency and reducing administrative overhead.
Key benefits include:
Centralized User Directory: Maintain a unified list of users across all insightsoftware applications.
Simplified Onboarding: New customers can request platform-based user management during setup.
Unified Interface: All user creation and updates are performed through the ISW Platform UI.
Cross-Application Consistency: Changes made in the platform reflect across integrated applications like JustPerform.
This update lays the foundation for scalable, enterprise-grade user governance and simplifies IT operations for new customers adopting the JustPerform suite.
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