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Administrator Guide
Last Updated: 2023-06-23
Troubleshooting: Recreate Modeled Accounts for Headcount Planning

Troubleshooting: Recreate Modeled Accounts for Headcount Planning

The planning configuration manager creates 3 modeled accounts:
  • FTE.
  • Headcount.
  • Cost of Workforce.
The formulas for each account can derive from values in another modeled account.
When you delete and recreate these accounts, the dashboard at the top of the headcount plan page can display zero. The value can't update because of version locking by the planning configuration manager.
The planning configuration manager creates locked baseline versions in Adaptive Planning. The recreated account version formulas can't update in the version.
Unlock the baseline version, update the formulas for each recreated modeled account on that baseline version, then relock the baseline version.
    Security:
    • Model includes: sheets, accounts, dimensions, and formulas
       permission.
    • Versions
       permission.
  1. In Adaptive Planning, select
    Modeling
    Model Management
     from the main menu.
  2. Select
    Versions
    .
  3. Select the baseline version that the planning configuration manager automatically created.
  4. Clear the
    Locked version
     check box.
  5. Click
    Save
    .
  6. Select
    Modeling
    Model Management
     from the main menu.
  7. Select
    Level Assigned Sheets
    .
  8. Select
    Edit
     for the modeled sheet that contains the accounts that you recreated.
  9. Select
    Modeled Accounts
    .
  10. Select one of the modeled accounts that you recreated.
  11. Select the baseline version in the
    Formula Version Selector
     field in the
    Data Type
     section.
  12. Add the formula.
  13. Save the modeled account settings.
  14. Repeat the steps for the modeled accounts that rely on the account you recreated.
  15. Select
    Modeling
    Model Management
     from the main menu.
  16. Select
    Versions
    .
  17. Select the baseline version that the planning configuration manager automatically created.
  18. Select the
    Locked version
     check box.