BDA Capital and Project Planning Release Notes 2024.11.27.01

BDA Core Technology Compatibility

This version needs at-least Core Technology 2024 11 27 01

OneStream Version Compatibility

This version is confirmed to work with OneStream version 6.3.x to 8.4.x

BDA Capital and Project Planning and Extensible dimensions (1)

If you are installing BDA Capital and Project Planning on a fresh application, Capital dimensions will get attached to the RootDim and using extensibility in these dimensions will be difficult. Keep in mind that on an existing application if you have a Top member in (UD1-UD8), Capital dimensions will use the dimension that has the "Top" member as the inherited dimension.

1. Perform this check before installing the product.

Notes

• If you are coming from a previous version that does not have "BDA Capital and Project Planning Client Content" Maintenance Unit.

  • Please download and upload Create CTP_CPX Client Content.xml to the target.

  

  • Go to Business Rules and execute the rule to create the client content.

  

• If you are coming from a version that still uses "BDA_SolutionEngineKey" to add Admin users to Capital model.

  • Please download and upload SolutionKey MigrationRule.xml to the target.

  

  • Go to Business Rules and execute the rule to migrate old solution engine key users to new relational model.

  

Reserved Keywords

The following keywords cannot be used in BDA solutions (Columns aliases, member names)

• ID
• CalcUnit
• Calc Unit
• UnitName
• Unit Name

Cube View updates needed coming to this release

If you are coming from a version prior to 2023.08.31.01, please go through the corresponding release note for the updates.

Download

• 202401127_01_BDA_CPX

New Features

• Management Workflow
• Bulk operations workflow

Improved Functionality

Issues

Resolved

• [IN#01399] Added validation for required Column: "ItemNumber" when uploading Asset Details.
• [IN#01393] Improved performance of CPX Controller when deleting the last asset in a calculation unit.

Known

Detailed New Features

Management workflow

A new workflow is introduced in this release to manage the solution. All management tasks are moved from Configuration workflow to this one.

Bulk Operations

A new workflow is introduced in this release to perform bulk removal of assets.

Data and Dimension Management task is removed from this release onwards.

You can select multiple assets to delete from this screen.

Once you've selected the assets you can then use the "Delete" (Trash can) button to remove them from the current workflow scenario.

You will get a confirmation screen to go on the delete journey.

The system will check if you've archived these assets.

If there are no archives, then these assets are removed from Assets table and from U8 dimension.

If there are archives and a second confirmation screen will be shown as below to delete them from the archived scenarios as well.

If you opt to delete the archived scenarios as well,then the members are deleted from U8 dimension.

Calculations are executed for the selected calc units.

Detailed Improved Functionality

Upcoming Features

Enable notifications

An option to enable notifications for Administrators for the following.

• Calculation unit addition
• User Management changes
• Data Load

Solution Management

• An option to uninstall Capital and Project Planning.
• An option to update/revert client configuration parameters.

Installation and Configuration Instructions

Installation

Info

The below steps must be performed for both a fresh install or an upgrade from a previous version.

• Make sure that at least one valid workflow profile is setup and selected ahead of installing the BDA Capital and Project Planning.
• If you are coming from a previous version that does not have "BDA Capital and Project Planning Client Content" Maintenance Unit, please talk to Product team about migrating the Config parameters to the "BDA Capital and Project Planning Client Content" Maintenance Unit.
• If you are coming from a version that still uses "BDA_SolutionEngineKey" to add Admin users to Capital model, please talk to Product team about migrating the admin users to the latest relational model.
• Upload Zip File into Application -> Load/Extract -> Load
• Once completed, navigate to OnePlace -> Dashboards -> BDA Capital and Project Planning Setup

• Click on dashboard BDA CPX Install

  

• Click the button "Click to Install/Update BDA Capital and Project Planning".

  

• Once successful, you should see the following screen.