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Adaptive Planning
Last Updated: 2024-10-11
Financial Planning Configuration Manager

Financial Planning Configuration Manager

With this release, we enable you to load balance sheet journal line actuals data for assets, liabilities, and equities.

Changes

  • We provide a new Enable Balance Sheet checkbox.
  • We set all Balance Sheet accounts to load actuals by balance.
You can now clear the external ID mappings that the Financial Planning Configuration manager creates when loading metadata into Planning.

Business Benefits

This reduces implementation time and supports multi-currency imports.

What Do I Need to Do?

  • Select the Enable Balance Sheet checkbox in the Actuals section.
  • Activate the planning configuration manager application.
  • Allow the Orchestration to run in Adaptive Planning.
  • Review the Balance Sheet integration objects.

What Happens if I Do Nothing?

Your planning configuration manager application will remain unchanged.

Change Log

We update the Changes field to document the ability to clear external mappings.