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Adaptive Planning
Laatst bijgewerkt: 2023-06-23
Concept: Admin Publishing

Concept: Admin Publishing

Some of the benefits include:
  • Many changes are applied all at once.
  • Administrators can test changes and see how they will affect the model.
  • Pending changes don't stop other users from entering data, building reports, viewing charts, managing users and permission sets.
Best Practices: Publish changes at a time when fewer users are working with the system. This reduces user impact by lowering the number of users who will have to wait while the system updates your model to reflect the latest changes.

Turn Admin Publishing On or Off

Security:
Admin Access
permission.
  1. Log in to your instance.
  2. Click
    Administration
    to access the
    Administration
    page.
  3. Click
    General Setup
    .
  4. Under
    Enable Features
    , select the
    Admin Publishing
    check box to turn it off or on.
You can turn on Admin Publishing when you know you will be making a number of structural changes at once. You can turn Admin Publishing off after the changes are published. This stops from going through the publishing process for making a single change later on.

Locking the Model

When you make changes to levels, accounts, currencies, or exchange rates, the model locks for other changes until you publish your changes.
While pending changes existing, you can't edit or create:
  • Custom dimensions or values.
  • Level, dimension, or account attributes or values.
  • Level-assigned or user-assigned sheets.
  • Modeled or cube accounts.
You also can't:
  • Complete template imports for accounts and levels.
  • Change or add
    Owned Levels
     in user profiles.
  • Edit some fields on
    General Setup
    . These are locked.
  • Run bulk API updates.
On the top of pages with locked functionality, users, including you, see a warning message indicating that unpublished changes exist.
Places where you can still make changes include:
  • Levels as unpublished changes.
  • General ledger, custom, metric, and assumption accounts as unpublished changes.
  • Currencies and exchange rate types as unpublished changes.
  • Users and permission sets as immediate changes.
  • Any unlocked fields in
    General Setup
     as immediate changes.
  • Any sheet, report, or chart.
  • Exchange rates.

Make Unpublished Changes

Security:
Publish Admin Changes
 permission.
  1. From
    Modeling
    , go to
    Levels
    ,
    General Ledger Accounts
    ,
    Custom Accounts
    ,
    Metric Accounts
    ,
    Assumptions
    , or
    Currencies
    .
  2. Make changes to the settings or the structure and save.
  3. Use the radio buttons in the warning message along the top of these pages:
    • View current
      : View the structure and settings how they exist before you publish your changes.
    • Make edits
      : View pending changes to the structure and settings, or make more changes.

Publish, or Discard All Unpublished Changes

  1. From
    Modeling
    , go to
    Levels
    ,
    General Ledger Accounts
    ,
    Custom Accounts
    ,
    Metric Accounts
    ,
    Assumptions
    , or
    Currencies
    .
  2. From the warning message at the top of the page, click
    Manage Changes
    .
  3. Review the list of pending changes.
  • Discard All
    deletes all pending changes.
  • Publish All
    pushes all changes to the current instance.