Workforce Planning Configuration Manager

With this release, we simplify the configuration of Adaptive Planning for workforce planning customers by enabling you to automatically create and maintain planning data and metadata from one location. This reduces implementation time while improving the user experience.

This feature is only available to customers who are implementing Adaptive Planning for the Workforce for the first time. You must contact your Named Support Contact to enable this feature.

Watch the video:

3m 20s

Manage Workforce Planning Configuration Task

Release: 2023-03-11

We deliver a new Manage Workforce Planning Configuration task (secured to the Set Up: Adaptive Planning domain) that you can use to quickly create in Adaptive Planning:

A level hierarchy.

Dimensions and dimension values.

Attributes and attribute values.

A plan version.

FTE, Headcount, Cost of Workforce modeled accounts.

A personnel modeled sheet.

Integration data sources.

Integration metadata and data loaders.

An orchestration task.

Integration tasks with metadata and data refresh schedules.

A Workday external system.

To make changes to what you created, unregister this manager, make the changes, and reregister the manager.

Register Workday Credentials for Orchestration

Release: 2023-03-11

We now enable you to register a Workday data source credential for orchestration from Design Integrations so that you can select it during the Select Instance and Activate step of the planning configuration manager.

Modeled Sheet Builder

Release: 2023-03-11

To ensure data integrity when you create a modeled sheet using a workforce planning configuration manager, we disable in the Adaptive Planning modeled sheet builder:

General Properties options on the Columns and Levels page.

The ability to add Data Entry, Dimensions, and Attributes columns on the Columns and Levels page.

The ability to delete any columns generated by the planning configuration manager.

The ability to edit properties for any columns generated by the planning configuration manager.

You can still create display and level currency columns for modeled sheets created by the planning configuration manager.

For these modeled sheets, we display a banner on the Columns and Levels page indicating that the modeled sheet was created by the workforce planning configuration manager.

Level Admin

Release: 2023-03-11

To ensure data integrity when you create levels using a workforce planning configuration manager, we disable in the Adaptive Planning level admin their:

Name.

Code.

Level attribute value name.

Level attribute value code.

Level structure and level attribute imports will fail if they alter name and code mappings created by the planning configuration manager.

Dimension Admin

Release: 2023-03-11

To ensure data integrity when you create dimensions and their values using a workforce planning configuration manager, we disable in the Adaptive Planning dimension admin their:

Name.

Short name.

Code.

Dimension attribute value name.

Dimension attribute value code.

Note: Dimension structure imports will fail if they alter name and code mappings created by the planning configuration manager.

Attribute Admin

Release: 2023-03-11

To ensure data integrity when you create attributes and their values using a workforce planning configuration manager, we disable in the Adaptive Planning attribute admin their:

Name.

Short Name.

Value Code.

Value Name.

Attribute structure imports will fail if they alter name and code mappings created by the planning configuration manager.

Account Admin

Release: 2023-03-11

To ensure data integrity when you create accounts using a workforce planning configuration manager, we disable in the Adaptive Planning account admin their:

Code.

Account attribute value name.

Account attribute value code.

If you rename these 3 accounts created by the planning configuration manager, you must create new accounts with the same names:

Headcount

Cost of Workforce

FTE

Account structure imports will fail if they alter name and code mappings created by the planning configuration manager.

Modeled Sheet Rows and Data in Sheet Interface

Release: 2023-03-11

To ensure data integrity when you create a modeled sheet using a workforce planning configuration manager, in the sheet interface we disable your ability to:

Add data and rows.

Delete data and rows.

Edit data and rows.

You can still view rows and data.