BDA Capital and Project Planning Release Notes 2023.6.27

OneStream Version Compatibility

This version is confirmed to work with OneStream version 6.3.0 to 7.4.0

1. Perform this check before installing the product.

New Features

• Refreshed load data screen.
• New feature to add Admin users in Comp.
• Manual Spend form is now a cube view and directly get stored in the cube.
• New feature to import data from Stage when you are not using attribute dimensions.
• New feature to manage security.
• New feature to look at version information.
• New Client maintenance unit to store configurable parameters.
• Improved Employee EXCEL upload messaging.
• Add a Non-OS administrator as a Capital admin.
• New method to automate Calculation units if needed.

Issues

Detailed New Features

New Data load screen

A new updated data load screen now shows the latest data load status, this table will show the latest load timings of a data source (based on data type)

The table shows the following details.

• Data Source
• Data Source type
• Records loaded
• Records skipped
• Calc Units skipped
• Load Time

A data log audit feature is also included in this release, which will track the data loads upto 60 days. You can use the parameter "Param_BDACPX_Config_Purge_DataLoad_Audit_Table_Days" to provide number of days after which you want to purge the Data Load Audit Log Table (Maximum days allowed = 60)

A data load audit log table will show the top 5 records of each data source in this view.

Administrator user configuration

There is a new configuration task available from this release onwards which removes the update of BDA_SolutionEngineKey rule.

There are three types of Administrator users that you can assign on this screen.

1. Global Administrator (one user per solution)
2. Backup Administrator
3. Administrator

Only global administrator or backup administrators can add administrative users for the solution. The user who installs the solution always gets added as a “Backup Administrator.” This user must make sure that he/she assigns team members as administrators/backup administrators/global administrator.

If you are not a backup/global administrator, then you will get an error message while trying to add users in this screen.

Change in Manual Spend form

Manual spend form is now updated and is a cube view.

Import from Workflow, if there are no attributes

A new option is added to “Add Data Source Name” which allows you to import data from a completed “Import” process.

Workflow and Workflow (No Attributes) can be used to import the data that exists in stage.

• Use Workflow option if your data has stage attributes.
• Use Workflow (No attributes) if your data has no stage attributes.

Choosing a workflow data source will show all the Import/Import Stage only workflow profiles here.

Feature to manage security

A new task for managing security is added called “Security Management”. This screen will show you if there are deleted users that still has access to Capital and Project Planning as well as the users that are made “inactive” in the security section of OneStream.

You can delete them from the screen above.

Recreate security task can be used to re-create the security for all existing calculation units.

Feature to look at version information

You can use the task “Calculation Units” to check the version of the solution installed by clicking the “Black Diamond Advisory” logo.

Client maintenance unit to store configurable parameters

A new maintenance unit will be created after the installation of this version which hosts all the client configurable parameters.

Improved EXCEL upload messaging

When you upload Assets using an EXCEL file using the “Upload Data” button, the messaging has improved to show how many assets got updated/inserted and how many assets were there in the file.

This screen will also let you know about any invalid combinations that you are using, and if any required fields are missing.

Add a Non-OS administrator as a Capital admin

A non-OS administrator can now be added as a Capital Administrator. This requires setting up a task scheduler to execute in certain intervals to perform any security related actions the non-OS administrator is performing.

Security actions can include the following.

1. Adding a new calculation unit
2. Assigning users in the “User Management” screen.

You can use the out-of-box DM sequence for scheduling the task.

Method to automate Calculation units if needed

A new Core technology method is available now to automatically add calculation units.

You must provide the following parameters to use this function

• Short Prefix of the solution
• Long Prefix of the solution
• Comma separated string of calculation units
• Boolean which shows whether the user can load security xml files.

Dim boolCanLoadSecXML As Boolean = BRApi.Security.Authorization.IsUserInGroup(si, BRApi.Security.Admin.GetSystemRoles(si).Where(

Function(x) x.Role.Name.XFEqualsIgnoreCase("ManageSystemSecurityGroups")).Select(

Function(y) y.AccessGroup.Name).FirstOrDefault)

bda.UpdateCalcUnits("CTP", "Capital and Project Planning", this parameter you need to provide a comma seperated list of Calculation units, "", "CalcUnitUpdate", "Capital and Project Planning", boolCanLoadSecXML)

' For Capital use the following

bda.UpdateCalcUnits("CPX", "Capital and Project Planning", this parameter you need to provide a comma seperated list of Calculation units, "", "CalcUnitUpdate", "Capital and Project Planning", boolCanLoadSecXML)

Upcoming Features

Override Mapping on Summary cubes

A way to override mapping if you are sending data to multiple reporting cubes.

Import/Export field configurations

An option to export and import field configurations.

Installation and Configuration Instructions

Installation

• 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.