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Adaptive Planning
Last Updated: 2023-06-23
Associate Users with Levels and Dimensions

Associate Users with Levels and Dimensions

With this release, we improve how you associate users to levels and dimensions, saving you time and manual effort. Also, you can now use associations when you configure dynamic access rules.
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Associations Menu Option

Release: 2021-03-12
We provide a new Associations page when you go to Administration > Users and Roles and click Associations. We display a table with level ownership and other associations listed as separate rows.
Also, you can now review an association by user or by the associated dimension by clicking the View Details option.
In the associations toolbar, we also provide new buttons to export associations and to import new or updated associations.

Level Ownership as an Association

Release: 2021-03-12
Now, level ownership is an association. This enables you see all level owners and their levels in 1 place. You can also now use the Association template, API, or loader to create or update level owners.

Association Codes

Release: 2021-03-12
We now enable you to use association codes, which are unique to the associated dimension. You can add the codes to your import template.
You can also use the codes as a dynamic reference, instead of either levels or custom dimensions in the access rule template. This grants the user access to the levels or custom dimensions listed in the association for the user. You can then update the associations without having to update the access rules.
We require an association code for additional level associations and custom dimension associations. You can't add association codes for level ownership. Instead, those rules contain level ownership associations.

Association Import Template

Release: 2021-03-12
We provide a new Associations Template that you can access from the toolbar, enabling you to import associations.

Integration Loaders

Release: 2021-03-12
We provide a new loader for level and dimension associations that enables you to indicate a user's levels and dimensions associations. This automates the process of assigning levels and dimensions to users, saving you time and effort. This also makes it easier to manage user access after user sync from Workday.

updateAssociations API

Release: 2021-03-12
You can now update users level associations and ownership, as well as dimension associations with a new updateAssociations API. This helps to reduce manual effort, minimize error, and simplify user association maintenance.

Workday Assignable Role Report Fields

Release: 2021-03-12
We deliver these new report fields on the Plan Dimension business object (secured to the Public Reporting Items domain) that you can use in condition rules and custom reports:
  • Adaptive Planning System Users for Assignable Role
  • Assignable Role
  • Assignable Role Reference ID
When you use these fields in custom reports, you can load the assignable roles for users into Adaptive Planning.

Skip Unmapped Metadata in Planning Association Loader

Release: 2021-04-09
We update the Planning Association Loader to no longer return an error for unmapped metadata. Instead, the Planning Association Loader now skips unmapped metadata, displays a warning, and continues processing.

Planning Association Loader Replace Mode

Release: 2021-04-09
We now enable you to select these modes in the Planning Association Loader:
  • Update, enabling you to only add users.
  • Replace, enabling you to delete all of the users and replace them.

Delete Associations

Release: 2021-04-09
We provide a new Remove option in the import associations process, enabling you to delete associations using the Associations template.