How can we help?
Getting Started
- Getting Log-in Credentials for New Users
- What are media codes and how do I use them?
- How to read a Hive9 Inspection Window
- Managing your account, notifications, and alerts
- Understanding the Hive9 hierarchy: Plans, Campaigns, Programs, Tactics, Line Items
- Hive9 navigation and menu overview
Administration
- Audit Logs (Finance, Plan & Budget)
- Application Timeout
- Workflow toggles (Custom Object / CAG)
- User Categories
- Organizational Setup Overview
- Currencies — Adding, Deleting, Exchange Rates
Planning & Activities
- How do I filter the Plan Grid?
- How do I use Honeycomb Bulk Actions?
- How do I create and share Saved Views?
- Calendar view vs Grid view — when to use each
- How do I relate tactics and plans together?
- How do I work with multi-year tactics?
Budgeting & Spend
- AR Invoice Details & AR Line approvals
- Accruals — Overview
- Modified Purchase Requests
- Purchase Requests — Creating One
- Plan Budget vs Finance Budget — Which one am I looking at?
- Plan Budget — Overview and when to use it
Integrations
- Data Warehouse Export Changes
- Integration Troubleshooting
- Custom field syncs and 24-hour cache behavior
- Marketo — Folder Rules (root-only)
- Eloqua — folder rules (hierarchical)
- Salesforce integration
Workflows & Approvals
Performance & Reporting
Troubleshooting & Known Issues
- My integration isn't syncing data into Hive9
- My saved filter set doesn't visually highlight which filters are applied
- I logged in successfully but Hive9 won't load past the login screen
- The Finance Budget screen is loading very slowly
- A picklist option still appears in Hive9 after it was removed from our source system
- I can't update Business Group or Business Product on a tactic
FAQs
- Can I bulk-edit tactics?
- How do I export a Hive9 calendar view to Google or Outlook?
- Does Hive9 support multi-currency?
- How does Hive9 calculate roll-up across the hierarchy?
- Can I edit a tactic after it's been approved?
- What's the difference between "Active" and "Approved" status?