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Adaptive Planning
Last Updated: 2023-06-23
Schedule Publish Plans

Schedule Publish Plans

You can now schedule when to publish financial plans from Adaptive Planning to Workday Financials. This automates the recurring ad-hoc process by enabling planners to publish during off-peak hours.

Create Publish Plan Tasks in Design Integrations

Release: 2022-09-10
We deliver a new Publish Plan integration task type that you can use to schedule publishing a plan to Workday Financials. You can configure the integration task to run:
  • Hourly
  • Daily
  • Weekly, or
  • Monthly
To schedule, you must have access to the Integration Operator and Data Designer permissions.
When you schedule, you receive a notification indicating scheduling success or failure. The publish history page indicates the publish status.

Create Publish Plan Tasks

Release: 2022-10-14
You no longer need to submit an Account Provisioning Ticket to request the Schedule Publishing Financial Plans feature.
To use this feature, you must either:
  • Add the Financial Plan Type Segment and the Integration System Security Group (ISSG) to this segment-based security group:
    Financial, Positions, and Award Plan Type Segment
    .
  • Add the Adaptive_Integration_Sys_Security_Group to the security policy of the
    Plan Event
     and the
    Headcount Plan Event
     business processes.
Then, you must add the:
  • Integration System User (ISU) security group to the
    Set Up: Plan Publishing
     domain, and
    Adaptive_Integration_System_User
     to the
    Adaptive Plan Publisher
     security group.