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Adaptive Planning
Last Updated: 2023-06-23
Plan Publishing Performance and User Experience Enhancements

Plan Publishing Performance and User Experience Enhancements

With this release, we redesigned and improved the financial plan publishing experience. We increase performance by reducing the publishing payload size and optimizing the import process. The interface now includes more accurate error and status messages, and more publishing details.
Your instance must have publishing financial plans already configured.

Publish Workforce Planning Action Removed from Publish Plans Page

Release: 2023-03-11
The original Publish Plans page allows publishing Workforce Planning Actions. The redesigned Publish Plans page disables publishing Workforce Planning Actions. You can still publish Workforce Planning Actions from the Workforce Planning roster modeled sheet.
The redesigned page continues to display new and previous publishing history details for Workforce Planning Actions.

Launch New Publish Task

Release: 2023-03-11
We replace the publish drop down menu in the Publish Plans page with the Launch New Publish Task link. Clicking the link enables you to publish by setting parameters for:
  • Publish Type.
  • Version.
  • Plan.
Note: Parameters vary depending on your publish type.

Redesigned Publish Plans Page

Release: 2023-03-11
With this release, we:
  • Shift the publish history to the left pane and populate the right pane with details when you select an item.
  • Aggregate all messages across Workday Financials and Adaptive Planning in the redesigned publishing page.
  • Enable filtering for publish status and type.

Status, Validation, and Progress Details for Financial Plan Publishing

Release: 2023-03-11
We enhance the Publish Plans history details when you publish financial plans to display:
  • Publish parameters including Type, Version, and Plan.
  • Overall publish status.
  • Job steps in the publish.
  • Streamlined validations and Planning contextual messages.

Financial Management Web Services for Plan Publishing

Release: 2023-03-11
With this update, we deliver these new Financial Management web services SOAP APIs in version 40.0 to support publishing financial plans from Adaptive Planning:
  • Put Plan Publishing Info (secured to Set Up: Plan Publishing domain).
  • Import Plan Publishing CSV File (secured to Set Up: Plan Publishing domain).
  • Get Plan Publish Detail (secured to Set Up: Plan Publishing domain).
  • Cancel Plan Publish (secured to Set Up: Plan Publishing domain).