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Adaptive Planning
Last Updated: 2023-06-23
Headcount Planning Application: Top-Down Routing and Aggregate View

Headcount Planning Application: Top-Down Routing and Aggregate View

Preview Date: 2025-09-20. Production Date: 2025-09-20.
With this release, we enable you to configure your headcount planning process with a top-down routing of approvals. You can now use summarized views for preliminary headcount planning and initiate new planning cycles from existing headcount plans.

Business Benefits

This improves the efficiency, flexibility, and accuracy of headcount planning by providing a centralized and collaborative platform for managing planning cycles. It enables business leaders and broader business users to participate in the headcount planning process through connected data and business process.
By offering a summarized view of headcount, we streamline the preliminary planning process, saving time and reducing complexity for workforce planners and line of business leaders.
The ability to create new headcount plan events from existing plans provides greater agility, allowing organizations to adapt to changing business needs and initiate new planning cycles more efficiently.

Changes

On the Shared Participation step of the
Headcount Planning
 business process, we:
  • Rename the existing Manage Headcount Planning allowed action to Plan Headcount from Bottom Up.
  • We add a new Plan Headcount from Top Down allowed action.
On the initial prompt page for the
Configure Headcount Plan
 task, we:
  • Add a new
    New Headcount Plan Event
     option that enables you to add a new plan event to an existing headcount plan.
  • Remove the
    Edit Existing Headcount Plan
     option.
On the
Configure Headcount Plan
 and
Create Headcount Forecast
 tasks, we:
  • Add a new
    Select Views
     section, enabling you to select which planning views to include on your headcount or headcount forecast plans.
  • Add a new
    Create an event for this headcount plan
     check box.
  • Add a new
    Planning Organizations for This Event
     section that we display after you select the new check box. This section includes a new
    Routing
     prompt, enabling you to select whether to plan from bottom up or top down.
  • Reorder some of the existing fields.
When you view headcount or headcount forecast plans, we now display a new Aggregate View switch that enables you to view and edit the plan using grids with summarized numbers.
On the existing Organization View, we move the direct reports count from the graph node to the details pane.
We display the existing view, and new switch and view, when you view headcount or headcount forecast plans using these My Tasks items:
  • Headcount Planning Event
  • Headcount Planning Participant Detail Event
On the
View Headcount Planning Configuration
 report, we:
  • Add a new
    Events
     tab where you can add events, view events, and identify whether the events plan from bottom up or top down.
  • Add a new
    Headcount Plan Status
     field on the
    Headcount Plan
     tab.
  • Rename the existing
    Headcount Plan Status
     field on the
    Headcount Plan
     tab to
    Background Job Status
    .
We also add a new
Complete Headcount Plan
 button on the report, enabling you to:
  • Close all headcount planning events on this headcount plan.
  • Make the headcount plan read-only.
We deliver a new
Participant for Subordinate Event
 report field on the Headcount Planning Top Down Participant Detail Event business object (secured to the
Public Reporting Items
 domain) that you can use in custom notifications. We also rename the existing
Manager for Superior Event
 report field to
Participant for Superior Event
.

What Do I Need to Do?

On the Shared Participation step of the
Headcount Planning
 business process, select
Plan Headcount from Top Down
.
Configure the workforce planning configuration manager feature with the
Use Plan and Execute Tasks
 option selected.
To route My Tasks items to all planners and managers 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 on headcount and headcount forecast plans to the plan participant security groups.
  • (Optional)
    Compensation Details: Headcount Planning
     in the Adaptive Planning for the Workforce functional area. Gives view and modify access to users that need to view and modify compensation data on headcount plans and headcount forecast plans, and view data on reports. To enable users to change a position's supervisory organization, give those users modify access on both the current and new supervisory organization.
Ensure that you include all plan participant security groups on the Shared Participation Step of the
Headcount Planning
 business process.
In Adaptive Planning, create these custom accounts with default formulas for the modeled sheet:
  • Attrition. Use this case-sensitive code: REPORT_TERMINATION
  • Ending Headcount. Use this case-sensitive code: REPORT_HEADCOUNT
  • Filled. Use this case-sensitive code: REPORT_HEADCOUNT_FILLED
  • Open. Use this case-sensitive code: REPORT_HEADCOUNT_OPEN
  • Planned. Use this case-sensitive code: REPORT_NEW_HIRE
  • Starting Headcount. Use this case-sensitive code: REPORT_STARTING_HEADCOUNT
  • Target Cost of Workforce. Use this case-sensitive code: TARGET_COST_OF_WORKFORCE
  • Target FTE. Use this case-sensitive code: TARGET_FTE
  • Target Headcount. Use this case-sensitive code: TARGET_HEADCOUNT

What Happens if I do Nothing?

If you do nothing, you can continue to plan from the bottom up for your existing headcount plans.
If in progress headcount plans exist from before this feature delivers, you must now manually lock those plans versions in Adaptive Planning. Only headcount plans created after this feature delivers can use the new
Complete Headcount Plan
 button.

Change Log

Participant Report Fields
We deliver a new report field and rename an existing report field. We omitted this change from the Wednesday publication of the 2025-09-20 service update.
Preview Date: 2025-09-20. Production Date: 2025-09-20.
Aggregate View
We update the note to document aggregate view updates to the Configure Headcount Plan task, Create Headcount Forecast task, the headcount and headcount forecast plans, and the View Headcount Planning Configuration report.
Preview Date: 2025-09-20. Production Date: 2025-09-20.
Headcount Planning Application: Top Down Routing and Aggregate View
We update this release note to change the feature title from "Top-Down Headcount Planning" to "Headcount Planning Application: Top Down Routing and Aggregate View." We now deliver this feature to your Preview tenant and update the Release Note Type from Coming Soon to Feature.
Preview Date: 2025-09-20. Production Date: 2025-09-20.