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Adaptive Planning
Laatst bijgewerkt: 2024-03-08
Steps: Set Up Adaptive Planning Tenants After Refreshes

Steps: Set Up Adaptive Planning Tenants After Refreshes

  • Contact Adaptive Planning Support to update the Workday tenant connection in your Adaptive Planning instance in your target environment. Example: Update your core Workday implementation tenant that you connected to your Adaptive sandbox instance.
  • Configure your Workday credential and Workday data source in Design Integrations in either your source or target environment, or both.
  • If you use user sync, you successfully synced your first nonadministrator user in either your source or target environment, or both.
  • Security:
    • Set Up: Tenant Setup - Adaptive Planning
       domain in the System functional area.
    • Set Up: Tenant Setup - General
       domain in the System functional area.
Open a Salesforce ticket to refresh your Workday tenant on demand. Contact your Adaptive Planning Support to refresh your Adaptive Planning instance.
We currently support these tenant refresh scenarios:
  • You refresh both the Workday tenant and Adaptive Planning instance on demand.
  • The Workday tenant refreshes automatically and you refresh the Adaptive Planning instance on demand.
If these tenant refresh scenarios apply to you, Workday automatically persists:
  • Most of your setup from the Adaptive Planning tenant configuration.
  • Tasks in Design Integrations.
Because Workday automatically persists your setup, you don't need to:
  • Set up your OfficeConnect client again.
  • Recreate or update the clients for these functionalities:
    • Workday credentials in Integrations, which use the JWT bearer client grant type.
    • Reports.
    • Publish plans.
    • Drill into business objects and actuals.
  • Refresh your notifications setup.
  1. In your Workday tenant, access the
    Adaptive Planning
     tab on the
    Tenant Setup
     report.
  2. Click
    Refresh User Sign-On
     on the
    User Sign-On
     tab and run the task.
  3. (Optional) If you use user sync, Workday automatically syncs your users every 4 hours. To immediately update your synced users, use the
    User Sync
     tab.
  4. If you use headcount planning, reconfigure your tenant for headcount planning.