Create Associations with Attributes

With the 2024R2 Release we enable you to create user associations using level and custom dimension attributes.

Note

: This functionality is only available to Adaptive Planning Limited Preview customers at this time. We plan to deliver this to all customers on September 21, 2024.

This feature helps simplify the setup and maintenance of your access rules.

Now, you can add level and custom dimension attributes to associations in addition to levels and custom dimensions.

You create an an association that connects the Budget Planner user group with

Region

level attribute values,

Northwest, Southwest, Northeast, Southeast

.  This association connects the group with all levels tagged with any of the attribute values.

When you write a single access rule for the Budget Planner group, you can reference the association rather than the individual attribute values. When Budget Planner group requires access to a new level attribute value, you only need update the association instead of updating the rules.