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Adaptive Planning
Last Updated: 2023-06-23
Headcount Planning Application: View and Approve by Company, Cost Center, or Custom Organization

Headcount Planning Application: View and Approve by Company, Cost Center, or Custom Organization

With this release, we enable you to plan by company, cost center, or custom organization when you perform bottom-up, position-level workforce planning.
Preview Date: 2025-04-11. Production Date: 2025-09-20.

Business Benefits

This enables you to plan using an organization hierarchy that best suits your organizational needs.

Changes

We now enable you select a company hierarchy, cost center hierarchy, or custom organization hierarchy on the
Level
 page of the
Manage Workforce Planning Configuration
 task. We support planning by cost center or custom organization when you select either:
  • Plan in Adaptive Planning
  • Use Plan and Execute Tasks
When you create a headcount or headcount forecast plan that uses company hierarchy, cost center hierarchy, or custom organization hierarchy, we change the
Supervisory Organizations
 field to
Planning Organizations
. We change the field on these tasks:
  • Configure Headcount Plan
  • Create Headcount Forecast
When you view headcount or headcount forecast plans that use company hierarchy, cost center hierarchy, or custom organization hierarchy, we change the
Supervisory Organization
 field when you view headcount or headcount forecast plans using these My Tasks items:
  • Headcount Planning Event
  • Headcount Planning Participant Detail Event
When you create or edit positions on your headcount or headcount forecast plans that use company hierarchy, cost center hierarchy, or custom organization hierarchy, we change the
Supervisory Organization
 field to
Planning Organization
.
You can now select positions that use company hierarchy, cost center hierarchy, or custom organization hierarchy on the
Execute Headcount Plan
 task.
When you view headcount or headcount forecast plans that use company hierarchy, cost center hierarchy, or custom organization hierarchy on the
View Headcount Planning Configuration
 report, we change the
Supervisory Organization
 field to
Planning Organization
.
We deliver a new
Position Passes All Level and Dimension Filters
 report field on the Plan Executable business object (secured to the
Set Up: Adaptive Planning
 domain) that you can use in custom reports for positions that meet these criteria:
  • Passes all Advanced Filters.
  • Passes Top Level Hierarchy, Include, and Exclude filters configured on the planning configuration manager for all levels and dimensions.
  • The level selected on the planning configuration manager isn't empty.
We deliver a new
Level
 report field on the Headcount Plan Line Details business object (secured to the
Public Reporting Items
 domain) that you can use in custom reports for the level instance for this position.

What Do I Need to Do?

Ensure that your custom organization is configured with
Allows Hierarchy
 on the
Maintain Organization Types
 task.
To support creating positions on the
Execute Headcount Plan
 task for cost center and custom organization headcount plans, select
Supervisory Organization
 as a required dimension on the
Configure Headcount Plan
 task.
To route My Tasks items to all planners involved in the headcount planning process, assign them to security groups with access to these domains:
  • Participate: Headcount Planning
     domain in the Adaptive Planning for the Workforce functional area. Gives view and modify access to the plan participant security groups.
  • (Optional)
    Compensation Details: Headcount Planning
     in the Adaptive Planning for the Workforce functional area. Gives view access to users that need to view compensation data on headcount plans, headcount forecast plans, and reports.
Ensure that you include all plan participant security groups on the Shared Participation Step of the
Headcount Planning
 business process.

What Happens if I do Nothing?

If you do nothing, you can continue to plan by supervisory organization for 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: View and Approve by Company, Cost Center, or Custom Organization" to "Headcount Planning Application: View and Approve by Company, Cost Center, or Custom Organization."
Preview Date: 2025-04-11. Production Date: 2025-09-20.