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Adaptive Planning
Last Updated: 2023-06-23
Bottom-Up Workforce Planning

Bottom-Up Workforce Planning

When you perform bottom-up, position-level workforce planning, we update the user experience when you edit your workforce planning configuration managers, view your headcount and headcount forecast plans, and execute headcount plans. We also deliver a new data extraction security domain for the workforce planning configuration manager.

Business Benefits

  • The new Planning Staffing Status icons improves visibility on which Planning Staffing Status values the rows have.
  • The new related actions menus, related actions menu options, and ability to click directly on the objects make it easier to investigate and take action on those objects.
  • The sorting and pagination expedite navigation and data entry, and also improves performance.
  • The new data extraction domain now enables your workforce planning configuration managers to extract more data at a time with improved performance and scalability.

Changes

PRODUCTION:
When you view headcount and headcount forecast plans, we now remove the select all check box in the table header. Instead, we recommend that you:
  1. Click the check box for your first row.
  2. Scroll down to your last row.
  3. Hold Shift on your keyboard.
  4. Click the check box for your last row.
In this table, we also now:
  • Display icons next to the Planning Staffing Status value for each row.
  • Display related actions menus next to objects.
  • Enable sorting and pagination.
  • Enable you to click directly on objects to access them.
We update the table when you view headcount and headcount forecast plans using these My Tasks items:
  • Headcount Planning Event
  • Headcount Planning Participant Detail Event
We add these options on the related actions menu of headcount planning applications:
  • View
  • Copy
  • Rename
  • Delete
  • Manage
When you edit an active workforce planning configuration manager on the
Manage Workforce Planning Configuration
 task, we add a new
View Details
 link on these pages so that you can access those model objects in Adaptive Planning:
  • Roster Sheet.
  • Version.
We also add a new
Details
 table column with a
View
 link on these pages:
  • Dimensions.
  • Level
    .
  • Preview Data
    .
We also deliver a new
Manage: Workday Data Extraction
 security domain that you can use to extract up to 5 million lines of data at a time for the workforce planning configuration manager.
We don’t enable sorting and pagination on existing headcount and headcount forecast plans.
PREVIEW:
We also update the grid on the
Execute Headcount Plan
 task to now support sorting and pagination.

What Do I Need to Do?

Give the integration system user (ISU) for the workforce planning configuration manager access to the
Manage: Workday Data Extraction
 security domain.
Update the registered API client for the workforce planning configuration manager in Workday and:
  • Add
    Scope (Functional Areas)
    :
    System
    .
  • Select
    Include Workday Owned Scope
    .

What Happens If I Do Nothing?

If you don’t use the new
Manage: Workday Data Extraction
 security domain, your workforce planning configuration managers continue to operate with a 1 million line data limit instead of the new 5 million line data limit.

Change Log

Manage: Workday Data Extraction
We update the note to document the new
Manage: Workday Data Extraction
 security domain, and registered API client changes required for the workforce planning configuration manager.
Release: 2024-09-21
Sorting and Pagination on Headcount and Headcount Forecast Plans
We update the note to document the ability to sort the grid and the new pagination functionality when you view headcount and headcount forecast plans.
Release: 2024-09-21
View Details on Active Workforce Planning Configuration Managers
We update the note to document the ability to view more details about your active workforce planning configuration managers when you edit them.
Release: 2024-09-21
Related Actions Menu for Headcount Planning Applications
We update the note to document an update to the related actions menu for headcount planning applications.
Release: 2024-09-21
Sorting and Pagination on Execute Headcount Plan Task
We update the note to document that the grid on the
Execute Headcount Plan
 task now supports sorting and pagination.
Release: 2024-09-06