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Administrator Guide
Last Updated: 2024-09-20
Schedule Publish Plans

Schedule Publish Plans

You need 1 of these:
  • Adaptive Planning and Consolidation (AP&C)
  • Adaptive Planning for Workday HCM.
  • Adaptive Planning for Workday Financials.
In Workday
Verify that the registered API client ISU for the Workday Credential includes Scope (Functional Areas):
Adaptive Planning for Financial Plans
.
Configure the Plan Structures and Plan Templates for Adaptive Planning.
Security:
  • You can either:
    • Grant access to the Financials plan type segment and add the Integration System Security Group (ISSG) to the segment-based security group:
      Financial, Positions, and Award Plan Type Segment.
    • Add the Business Process Security Policy Permissions
      ~Plan~ Event
       and
      Headcount ~Plan~ Event
       to Adaptive_Integration_Sys_Security_Group:
  • Add the Adaptive ISSG to the
    Set Up: Plan Publishing
     domain and assign the ISU user
    Adaptive_Integration_System_User
     to the security group
    Adaptive Plan Publisher
    .
In Adaptive Planning
Create a Workday Credential in Adaptive Planning that uses a JWT Bearer Token.
Security:
  • Integration Operator
     permission.
  • Data Designer
     permission.
  • Publish Financial Plan into Workday
     permission.
You can create a publish plan integration task in Adaptive Planning to automate the publish of Financial plans to Workday on a schedule. The publish plan task runs with the security of the ISU associated with the Workday Credential.
  1. Select
    Integration
    Design Integrations
     from the main menu in Adaptive Planning.
  2. Select
    Create New Integration Task
    .
  3. Select
    Publish Plan Task
    .
  4. As you complete the publish plan task, consider:
    Option Description
    Log Level:
    Select how much detail that you want to include in any logs:
    • Error: Only errors.
    • Info: Only basic information. Example: Log when the task runs.
    • Verbose: Detailed information about all phases and actions.
    Plan Version:
    The Adaptive Planning version for the plan.
    Credential:
    The Workday data source credential for the Workday tenant you want to publish to.
    Plan:
    The draft template in Workday that you want to populate with the published plan for down-stream accounting users.
    Publish as user:
    The user within Adaptive Planning who publishes the plan. This name displays in the publish history row of the
    Publish Plans
     page.
    Schedule Settings
    Drag and drop a schedule from the
    Schedules
     section in
    Data Components
    :
    • Daily
    • Hourly
    • Monthly
    • Weekly
    Select a Time and Time Zone.
  5. (Optional) You can select
    Run manually
     to publish immediately.
    Run manually
     runs the task with your security, not the security of the ISU for the Workday Credential.
The schedule settings indicate the next scheduled run and publishing user. Once the publish begins, you can also view the status in the
Publish Plans
 page.
Verify the publish in the
Publish Plans
 page.