BDA Capital and Project Planning Release Notes 2023.07.07.1

OneStream Version Compatibility

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

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.

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 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.

New Features

New feature to add reporting mapping overrides.

Issues

Resolved

Known

Detailed New Features

Reporting mapping overrides

Reporting mapping override feature can be used to conditionally override existing mapping when data is sent to a reporting cube.

You can add a source mapping that matches the condition from all the other existing mappings (like Calc Unit mappings, account mappings, Custom1/2/3 mappings) and override those here.

Upcoming Features

Import/Export field configurations

An option to export and import field configurations.

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.