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Adaptive Planning
Last Updated: 2023-06-23
Planning Configuration Manager

Planning Configuration Manager

You can now update your activated planning configuration managers without requiring you to unregister your application, complete manual clean-up, reregister, update your planning configuration manager, and activate your planning configuration manager again. This makes it faster and easier to iterate on your planning configuration manager definition during implementation and maintain your planning configuration manager after you go live.

Levels and Dimensions Pages

Release: 2023-09-09
When you edit activated applications on the Levels and Dimensions pages of the Manage Workforce Planning Configuration task, we now enable you to:
  • Add attributes to existing levels and dimensions.
  • Add custom dimensions.
We also enable you to make these changes to your filters:
  • Change the top level hierarchy.
  • Add or remove Included values.
  • Add or remove Excluded values.
  • Add, change, or remove Advanced Filter values.

Roster Sheet Page

Release: 2023-09-09
On the Roster Sheet page of the Manage Workforce Planning Configuration task, we enable you to make these changes to your filters:
  • Add or remove conditions.
  • Change and/or operators.
  • Change open and close groupings.
  • Change the comparison type.
  • Change the comparison value.
  • Change the field.
  • Change the operator.

Select Instance & Activate Page

Release: 2023-09-09
When you change activated applications on the Manage Workforce Planning Configuration task, we replace the Select Instance & Activate page with a Review Changes and Activate page. We display all of your changes on this page. You can now either discard all changes or activate changes on the application.

View Planning Applications Report

Release: 2023-09-09
We deliver a new View Planning Applications report (secured to the Set Up: Headcount Planning domain), enabling you to easily view:
  • Planning applications that are created from planning configuration managers.
  • Adaptive Planning instances the planning applications are mapped to.
  • Status of the planning application and when the status was last updated.

API Restrictions

Release: 2023-09-09
When you use the Planning Configuration Manager, requests to these APIs error out to prevent changes that would disrupt your configuration:
  • updateAccounts
  • updateDimensions
  • updateAttributeValues
  • updateLevels
  • Versions
  • Modeled Sheet Definition
  • Time
  • ExchangeRateType
  • Currency
We also restrict attempts to make changes to these fields through API requests:
  • updateLevel
    • level name
  • updateAccount
    • account code
    • account name
  • updateDimension
    • dimension short name
    • dimension name
  • updateDimensionValue
    • dimension value name

Security Page

Release: 2023-09-09
We add a new API Client Scope Allows Access column to the Security page of the Manage Workforce Planning Configuration task.
To help prevent downstream errors, we now restrict you from progressing past the Security page or activating a planning configuration manager application until you:
  • Give your Integration System User (ISU) access to all data sources and report fields on the planning configuration manager.
  • Select the functional areas for all data sources and report fields on the planning configuration manager on your API Client Scope.

Review Changes to Map Plan Fields to Task Fields Page

Release: 2023-09-29
When you make any changes on the Map Plan Fields to Task Fields page for activated applications on the Manage Workforce Planning Configuration task, we now include the changes on the Review Changes and Activate page. You can now either discard or activate these changes on the application.