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Administrator Guide
Last Updated: 2024-09-20
FAQ: Publish Financial Plans

FAQ: Publish Financial Plans

Do we publish accounts, or does publishing only look at leaf levels?
Only leaf levels publish. All child accounts must map to publish the parent.
My company only has allocations involving Plan data, what is the method to push this data back to Workday with Publish Plan?
Only ledger accounts publish. The publish doesn't handle allocations or consolidations. Only the end values in the ledger accounts across version and dimensionality publish.
What are the timeout limits for publishing plans?
  • 6 hours for data export from Adaptive Planning.
  • 90 minutes on Plan submission to Workday Financials.
If I create an Ignore On Export rule for a parent level, will it also ignore all of the child levels that roll up to the parent?
Yes. This behavior is by design.
Why am I getting an error message during the Import Budget process that asks me to add missing worktags to the plan?
You can get this error if a WID is incorrectly assigned in Adaptive Planning. Most likely, a dimension value in Adaptive Planning is mistakenly assigned to an entirely different dimension in Workday Financials.
Example: A cost center in Adaptive Planning maps to a location WID instead of a cost center WID in Adaptive Planning integration.
What will happen if I publish multiple plans to the same plan template? Will it duplicate?
No. When you publish plans, they should overwrite every time, even in the case of multiple plans.
Is it possible to delete a plan structure?
No. Instead, make the plan structure inactive. To maintain plan structure auditability, they can't be deleted.
Is there a way to override a Planning dimension value so that it publishes blank?
Try either of these workarounds:
  1. Create dummy values that come over through metadata integration loaders. Then, map your planning-only values to that other value with a true WID.
  2. In the data loader, manually create a mapping for the dimension value and set the Source ID as a space character. Any Planning rows tagged with that value push to Workday Financials with that blank dimension value.
Why am I getting an error message that indicates a specific account mapping isn't valid, requiring me to map the account to a valid value?
You can get error messages like this about account mappings when:
  1. The account loader in Adaptive Planning Design Integrations makes its initial run, but hasn't created the account mapping yet. The loader must run twice. The first run creates accounts. The second run creates account mapping.
  2. The Workday report selected for the account loader filters out the account the error message indicates is missing.
  3. The Workday data source in Adaptive Planning filters out the account.
Try these workarounds:
  1. Within Adaptive Planning Design Integrations, try running the account loader again.
  2. If the error continues, download member mappings from the account loader to verify the account exists in the mappings.
  3. If the account isn't in the downloaded member mappings file, manually add it to the file and upload the mappings back into the account loader.
  4. If the Workday report filters out this account, remove the filter in the Workday report.
  5. If the Workday data source in Adaptive Planning Design Integrations filters out this account, remove the filter.