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Adaptive Planning
Laatst bijgewerkt: 2023-05-05
Steps: Set Up Headcount Planning Integration System User

Steps: Set Up Headcount Planning Integration System User

  • Configure user sync and sync your first user.
  • Security:
    • In Workday:
      • Set Up: Tenant Setup - General
         domain in the System functional area.
      • Set Up: Tenant Setup - System
         domain in the System functional area.
      • Set Up: Tenant Setup - Adaptive Planning
         domain in the System functional area.
    • In Adaptive Planning:
      • Permission Sets
         permission.
      • Organization Structure: All Levels
         permission.
      • Users
         permission.
We use an ISU to run the headcount planning background jobs that sync your headcount plan with the corresponding Adaptive Planning:
  • Plan version.
  • Sheet data.
  • Sheet definition.
  1. Access the
    Tenant Setup
     report.
  2. Select the
    Adaptive Planning
     tab.
  3. On the
    Public APIs
     tab, create an ISU.
    We automatically create and sync the user profile for this ISU in Adaptive Planning.
  4. On the
    Headcount Planning
     tab, select this new ISU.
  5. In Adaptive Planning, select
    Administration
     from the main menu.
  6. Select
    Users
    .
  7. Edit the user profile of the ISU.
  8. As you edit this user profile, consider:
    Optie Omschrijving
    Permission Set
    Select an administrator permission set that includes these permissions:
    • Import Capabilities
    • Export Capabilities
    • Model includes: sheets, accounts, dimensions, and formulas
    • Versions
    Owned Levels
    Select the top level. This ISU requires access to all levels in your instance.
  9. Give this ISU edit access to:
    • The top level.
    • Every account on the personnel modeled sheet created by your workforce planning configuration manager.
    • Every dimension on the personnel modeled sheet created by your workforce planning configuration manager. Include uncategorized dimension values. If you use secured custom dimensions, include the
      All
      value.
    Depending on how you configure your security structure in Adaptive Planning, see either:
  10. Ensure that the ISU has full access to the version.
  11. If you use a multi-instance tree, for every instance with headcount planning:
    • Edit the user profile of the ISU to give administrative permissions and access to the top level.
    • Give the ISU edit access to the top level.