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BDA Capital and Project Planning Release Notes 2025.03.06.01

BDA Capital and Project Planning Anchor dimension (1)

Starting from 2025.03.06.01 release onwards, you need to choose an anchor dimesion (Data Type) to send Capital data to Reporting cubes. This is done to reduce the performance impact on clearing data from reporting cubes. Set Param_BDACPX_Config_DataSourceScript to a tuple as shown. e.g. U5#CPX_Input.

  1. Perform this before running a full calc on Capital solution.

BDA Core Technology Compatibility

This version needs at-least Core Technology 2025 03 06 01

OneStream Version Compatibility

This version is confirmed to work with OneStream version 6.3.x to 8.5.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.

    client content xml location

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

    Create 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.

    solution key xml location

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

    Migrate Solution key

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

New Features

Improved Functionality

New anchor dimension to clear reporting cube data.

Issues

Resolved
  • [IN#01463] Fix depreciation start date gets offset by a month if it starts on day2
  • [IN#01472] Fix 6 month balance calculation not following fiscal time periods
  • [IN#01466] Fix Capital depireciation calculation for 6 month blanace
  • [IN#01443] Fix load asset upload
  • [IN#01437] Fix data not transferring to Reporting cube
  • [IN#01438] Fix sub var for default in Field Config causes error in asset creation
  • [IN#01439] Fix detail Output Allocation Configuration Upload Error
  • [IN#01440] Fix supplemental data load error
  • [IN#01441] Fix duplicate name validation in Custom
  • [IN#01429] Fix user calcunit security based target data clears
Known
  • [IN#01467] An asset with a 0 useful life will have a calculation error if depreciation start date exists within calculation periods
  • [IN#01454] Unable to delete uploaded allocation method
  • [IN#01447] CPX Mapping Error
  • [IN#01465] Capital Planning / Comp - entity security not setup in dim library

Detailed New Features

Detailed Improved Functionality

Starting from this release Capital will use an anchor dimension to clear reporting cube data. This is done to improve the performance of data clears. Set Param_BDACPX_Config_DataSourceScript to a tuple like as shown below. U5#CPX_Input.

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.
  • For upgrades, make sure BDA Cubeview Groups and Dashboard Groups are not renamed.
  • 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

    OnePlace dashboard

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

    Install screen

  • Once successful, you should see the following screen.

    Install success screen