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Adaptive Planning
Last Updated: 2023-06-23
Headcount Planning Application: Refresh Plans from Actuals

Headcount Planning Application: Refresh Plans from Actuals

With this release, we enable you to refresh actuals in your working headcount plan when you perform bottom-up, position-level workforce planning.
Preview Date: 2025-05-09. Production Date: 2025-09-20.
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Business Benefits

This reduces or eliminates reconciliation issues by enabling you to refresh plan and ensuring plan actuals are in-sync with HCM actuals at the time of plan approval.

Changes

We add a new
Refresh Actuals
 button on your headcount and headcount forecast plans that enables you to refresh Human Capital Management (HCM) actuals into your plan. We display the new button on the Headcount Planning Event My Tasks items that we route to plan controllers. When you refresh your headcount or headcount plan, we don't automatically update the baseline plan version in Adaptive Planning.
Above the grid of your headcount and headcount forecast plans, we add text above the grid that tells you when you last merged HCM actuals into your plan.
We add new icons next to each position row that tell you if the position:
  • Is a new position created because of an HCM data merge.
  • Was changed because of an HCM data merge.
  • Has effective dated changes.
We only display the icons if these scenarios apply to the position.
When you click on an icon that indicates a position was changed because of an HCM data merge or the position has effective dated changes, we now display a new modal with grids that tell you:
  • The position's current values. The position's planned changes.
  • We highlight the grid cells that have changes.
We add the new text, icons, and button when you view headcount or headcount forecast plans using these My Tasks items:
  • Headcount Planning Event
  • Headcount Planning Participant Detail Event

What Do I Need to Do?

Your headcount and headcount forecast plans are refreshed based on the actuals from your workforce planning configuration manager. For effective refresh actuals, new actuals must exist from your workforce planning configuration manager since you created the headcount or headcount forecast plan.

What Happens if I do Nothing?

If you do nothing, you can continue to plan without merging your HCM actuals into your headcount and headcount forecast plans.

Change Log

Headcount Planning Application: View and Approve by Company, Cost Center, or Custom Organization
We update this release note to change the feature title from "Bottom-Up Headcount Planning: Refresh Plans from Actuals" to "Headcount Planning Application: Refresh Plans from Actuals."
Preview Date: 2025-05-09. Production Date: 2025-09-20.