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Adaptive Planning
Steps: Enable Planning Data Sources After User Sync

Steps: Enable Planning Data Sources After User Sync

  • Security Admin or Implementer permissions.
A Planning data source in Adaptive Planning requires a Workday credential to function following your initial user sync. Make a new Workday credential by generating an ISU through the Public APIs tenant setup and registering a new API client with JWT Bearer. Creating a separate Workday credential prevents interference with your other Workday data sources in the Workday Data Management setup.
  1. Create an ISU in Workday.
    Access the
    Tenant Setup
     report. Select
    Adaptive Planning
     and the
    Public API
     tab.
    Select
    Refresh Public APIs Setup
    .
    Select
    Create ISU
    .
    Creating the ISU pushes the user to Adaptive Planning without requiring a user sync.
  2. Grant the ISU access in Adaptive Planning.
    Navigate to
    Administration
    Users
     in Adaptive Planning and edit the ISU user.
    As you edit the ISU user, consider:
    Option
    Description
    Role
    Select
    Administrator
    .
    Level
    Select the topmost level.
    Update
    Administration
    Access Rules
     in Adaptive Planning and give the ISU user edit access to:
    • The top level.
    • All Dimensions.
    • All Accounts.
  3. Create an ISSG in Workday.
    Access the
    Create Security Group
     task.
    Add the
    Integration Systems User
    .
    Add these
    Domain Security Policy Permissions
    :
    Operation
    Domain Security Policy
    View and Modify
    Adaptive Planning Integration
    View and Modify
    Set Up: Adaptive Planning API Access
    View Only
    Set Up: Adaptive Planning
    Get and Put
    Set Up: Adaptive Planning
    Get and Put
    Set Up: Adaptive Planning API Access
  4. Create a new Workday credential in Adaptive Planning.
    Open a new browser tab and navigate to
    Integration
    Design Integrations
    .
    Set
    Client Grant Type
     to
    JWT Bearer Grant
    .
    Enter the ISU you created in the previous steps.
    Select
    View Certificate
     in the Actions pane and copy all of the pop-up content.
  5. Register a new API client in Workday for the ISU.
    As you complete the task, consider:
    Option
    Description
    Client Name
    Enter
    Adaptive Plan Data Source
    .
    Client Grant Type
    Select
    JWT Bearer Grant
    .
    x509 Certificate
    Paste the certificate you copied from Adaptive Planning.
    Access Token Type
    Select
    Bearer Tokens
    .
    Redirection URI
    Copy and paste in the
    Redirection URI
     from Adaptive Planning.
    The Workday API client won’t call this URI.
    Scope (Functional Areas)
    Select
    • Adaptive Planning
    • Adaptive Planning for Financial Plans
    • Adaptive Planning for the Workforce
    • Tenant Non-Configurable
    Copy the
    Client ID
     and paste it in Adaptive Planning. Save the credential in Adaptive Planning and select
    Test Connection
    .
  6. Create a new Planning Data Source in Adaptive Planning and select the Workday Credential you just created.
    Select
    Manage Sources
    . If
    Manage Sources
     becomes gray, verify:
    • The ISU pushed to Adaptive Planning when you created it in Workday.
    • You granted the ISU user access to all of the permissions, levels, and required access rules in Adaptive Planning.
    • You added the Domains for the ISSG, including the get/put and view/modify access.
    • You validated that the credential connects from Adaptive Planning.
    • You set the correct scopes for the API client.