Financial Planning Configuration Manager
With this release, we simplify the configuration of Adaptive Planning for Financials 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 Financials for the first time. You must contact your Named Support Contact or Professional Services/Implementer to enable this feature. This functionality is only available to Adaptive Planning Limited Preview customers at this time. We plan to make this feature generally available on 2024-05-10.
Watch the video:
6m 6sManage Financial Planning Configuration Task
Release: 2024-02-03
We deliver a new
Manage Financial Planning Configuration
task (secured to the Set Up: Adaptive Planning
domain) that you can use to quickly create in Adaptive Planning:
- A level hierarchy by concatenating Workday dimensions.
- Dimensions, dimension values, and dimension attributes.
- Asset, Liability, Equity, and Income Statement accounts mapped to Workday ledger account summaries.
- Time strata for default and alternate calendars.
- Corporate and reporting currency with currency exchange rate mapping.
- Actuals Version.
- Actuals from managed journal line summaries in Workday.
- Integration data sources. Integration metadata and data loaders.
- Integration tasks with metadata and data refresh schedules.
- A Workday external system.
Create or Select Financial Plan Structures
Release: 2024-02-03
We enable you to select or create a Financial Plan Structure to automatically populate dimensions based on that plan structure.
Selecting a plan structure after configuring the other sections changes those configurations.
Preview Data
Release: 2024-02-03
We enable you to preview what will load from Workday Financials into Adaptive Planning, to help you verify your configuration before you activate it.
Security
Release: 2024-02-03
To help prevent downstream errors, we restrict you from progressing past the Security page or activating a financial planning configuration manager until you:
- Give your Integration System User (ISU) access to all data sources and report fields on the financial planning configuration manager.
- Select the functional areas for all data sources and report fields on the financial planning configuration manager on your API Client Scope.
Load Splits in Standard Sheets
Release: 2024-02-03
With this release, we support splits for standard sheets loading through the Financial Planning Configuration Manager.
Select Custom Worktags and Organizations as Dimensions and Levels
Release: 2024-05-10
In this release, we enable you to select your Custom Worktags and Organizations as dimensions and levels.
Intercompany Affiliate as a Dimension
Release: 2024-05-10
You can now select Intercompany Affiliate as a list dimension in your financial planning configuration.
Select Revenue and Spend Category as Dimensions
Release: 2024-05-10
You can now select Revenue and Spend Category as dimensions. This enables you to:
- Concatenate ledger accounts with revenue and spend categories.
- Use revenue and spend categories as dimensions in Adaptive Planning.
Select Actuals Start Date After Activation
Release: 2024-05-10
You can now select an Actuals Start Date after you activate, enabling you to:
- Backfill of historical metadata and actuals into Adaptive Planning.
- Select shorter activation-period windows to decrease iteration time during deployments.
Top Level Hierarchy for Dimensions
Release: 2024-05-10
You can now filter actuals data by specifying a Top Level Hierarchy for all included dimensions.
Clear External Mappings
Release: 2024-05-10
You can now clear the external ID mappings that the financial planning configuration manager creates when loading metadata into Adaptive Planning. This streamlines the production migration process at the end of deployments by avoiding mapping conflicts when cloning an implementation tenant.
Label Flexibility for Accounts and Levels
Release: 2024-05-10
You can now customize the display names and concatenation delimiters for accounts and levels at each hierarchy tier to improve readability.