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Adaptive Planning
Última atualização: 2024-03-22
Enable Features After User Sync

Enable Features After User Sync

Security:
  • Set Up: Tenant Setup - General
     in the System functional area.
  • Set Up: Tenant Setup - System
     in the System functional area.
  • Set Up: Tenant Setup - Adaptive Planning
     in the System functional area.
When you configure Security Assertion Markup Language (SAML) Single Sign-On (SSO) with user sync, you must enable these features in Workday immediately after syncing your first user. Users can then sign in to Adaptive Planning.
  • Notifications
  • Publish Plans
Enable these features, as required:
  • OfficeConnect
  • Public APIs
  • Headcount Planning
  1. Access the
    Tenant Setup
     report.
  2. Select the
    Adaptive Planning
     tab.
  3. Select the different tabs to enable to features from these tabs. As you enable the features, consider:
    Opção Descrição
    Notifications
    Once you enable notifications, synced users will no longer be able to access the links in any existing Adaptive Planning alert emails. Links will be accessible through Workday notifications or emails created for these notifications.
    Workday only supports email notifications for:
    • Process task assignments.
    • Sharing perspective snapshots.
    • Sharing web reports.
    • Sheets approval using workflows.
    • Success or failure of Integration tasks.
    You can directly access the item that your notification is about from your notifications for:
    • Sharing web reports.
    • Process task assignments.
    Access Adaptive Planning directly to download:
    • Your dashboard snapshot in your dashboard history.
    • Table data in your notifications log.
    Publish Plans
    After you enable this functionality, to publish a plan you must:
    • Create a plan structure and plan template for financial and headcount planning.
    • Give publish access for the plan type to roles.
    • Enable publishing access on the plan version that you want to publish.
    OfficeConnect
    If you enable OfficeConnect, click the
    OfficeConnect API Client
     link to generate these client details:
    • Client ID
    • Workday REST API Endpoint URL
    • Authorization Endpoint URL
    Save these details for later to configure a tenant in OfficeConnect. See Add OfficeConnect Tenants (Workday).
    To use OfficeConnect with Workday Financial Management, you must enable it also from the
    Financials
     tab on the
    Tenant Setup
     report and generate the OfficeConnect API client details.
    Public APIs
    If you enable public APIs, create integration system users (ISUs) using the task on this tab. Workday uses these ISUs to enable your users to access Adaptive Planning APIs using their Workday credentials. We recommend that you test that these ISUs sync correctly before you continue setting up your APIs by:
    1. Signing in as those users.
    2. Accessing the
      Adaptive Planning
       worklet.
Based on which event occurred most recently, Workday sets your feature expiration dates to either:
  • 3 years after you enable the features.
  • 3 years after your most recent refreshes.
Configure routing rules for your notifications.
If you enable users to publish plans:
  • Create a plan structure and plan template for financial and headcount planning.
  • Configure publishing access for the roles and on plan version that you want to publish.
If you enable OfficeConnect, connect OfficeConnect to your Workday tenant.
If you enable public APIs, create integration system users.
Refresh your feature setups before their expiration dates.