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Administrator Guide
Last Updated: 2024-09-20
Steps: Publish Financial Plans from Adaptive Planning

Steps: Publish Financial Plans from Adaptive Planning

To publish plans for Adaptive Planning and Consolidation (AP&C) or Workday Financials:
  • Sync the user profiles of all users involved in the publishing process.
  • Enable users to publish plans on the
    Tenant Setup
     report.
  • Security:
    Set Up: Plan Publishing
     in the Adaptive Planning for Financial Plans functional area.
For Workday Financials that don't use the planning configuration manager to set up Adaptive Planning, you must also:
  • Set up your Adaptive Planning instance with a Workday Tenant.
  • Configure the Workday data source and load your ledger account and dimension metadata.
Publish financial plan versions from Workday Adaptive Planning to Workday so that you can:
  • Preview plans in Workday.
  • Generate management reporting.
  • Execute budgetary control.
Workday uses plan structures and plan templates to make Adaptive Planning plans available in Workday. You can create your plan structure and plan template before or after you create and approve your Adaptive Planning plan.
We don't support publishing these plans:
  • Multi-year financial plans that use balance sheet ledger accounts.
  • Single-year financial plans that use both balance sheet and income statement ledger accounts.
  • Financial plans that don't use ledger accounts.
To plan using both balance sheet and income statement ledger accounts in a single year, you must separate those ledger accounts onto 2 different plan structures.
You can use a virtual plan hierarchy for reporting when you use either:
  • Both balance sheet and income statement ledger accounts.
  • Both a financial plan and a position budget.
  • More than 1 plan structure.
You can automate publishing on a schedule by creating a publish integration task in Adaptive Planning Design Integrations.
  1. Access the
    Maintain Entry Types
     task.
    Define a plan entry type for the
    Financial
     plan type to identify the plan lines for this plan type. You associate an entry type with a plan structure when you create a plan template.
    Security:
    Set Up: Plan Publishing
     in the Adaptive Planning for Financial Plans functional area.
  3. (Optional) Link virtual child plan structures: .
You can use the
Find Plan
 report to find plans that you published.
If you use amendments and approvals, you can:
  • Submit the plan for approval.
  • Amend your plan.
You can use budgetary control options to check your published plan as part of your business process workflow before approving financial transactions.