Planning Configuration Manager

After you activate a Planning Configuration Manager, you can now:

Add a related worktag type as an attribute to existing levels, custom dimensions, and ledger accounts.
Change metadata filters for levels and custom dimensions.
Change the top level hierarchy and its filters for levels and custom dimensions.
Add worktag type as a new custom dimension.
Add a roster sheet attribute, custom dimension, or text column.
Change data filters for actuals data.
Change account summary mapping.
Change ledger account exclusions.

You can't:

Remove attributes from the Planning Configuration Manager.
Remove a custom dimension from the Planning Configuration Manager.
Change account concatenations.
Modify secondary and tertiary dimensions in a level from the Financial Planning Configuration Manager.

See Manage Workforce Planning Configurations.

We now display the ISU on the Security page of these tasks so that you can more easily fix any ISU security issues that prevent you from activating the planning configuration manager:

Manage Financial Planning Configuration.
Manage Workforce Planning Configuration.

See Manage Workforce Planning Configurations.

When you edit an active workforce planning configuration manager on the Manage Workforce Planning Configuration task, we add a new View Details link on these pages so that you can access those model objects in Adaptive Planning:

Roster Sheet.
Version.

We also add a new Details table column with a View link on these pages:

Dimensions.
Level.
Preview Data.

See Manage Workforce Planning Configurations.