Skip to main content
Adaptive Planning
Last Updated: 2024-08-16
Financial Planning Configuration Manager

Financial Planning Configuration Manager

With this release, we enable you to load balance sheet journal line actuals data for assets, liabilities, and equities.

Changes

We provide a new Enable Balance Sheet checkbox.

Business Benefits

This reduces implementation time and supports multi-currency imports.

What Do I Need to Do?

  • Select the Enable Balance Sheet checkbox in the Actuals section.
  • Activate the planning configuration manager application.
  • Allow the Orchestration to run in Adaptive Planning.
  • Review the Balance Sheet integration objects.

What Happens if I Do Nothing?

Your planning configuration manager application will remain unchanged.