Skip to content

BDA Logo

BDA Capital and Project Planning Release Notes 2023.08.03.1

BDA Core Technology Compatibility

This version needs atleast Core Technology 2023 08 03 01

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.

  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

New Features

  • Ability to manage dimensions.

Improved Functionality

  • Ability to define whether Calculation units parents must be unique or not.

Issues

Resolved
  • Bug ID IN#00689: Fixed an issue with Data Sources - Multiply By column does not working.
  • Bug ID IN#00670: Fixed an issue with Adding a new category in EXCEL and uploading is not adding the members to the cube.
  • Bug ID IN#00691: Fixed an issue with Changing Category type is removing the old member but not adding the new one.
  • Bug ID IN#00729: Fixed an issue with Manual Spend data not populating.
  • Bug ID IN#00725: Fixed an issue with adding cost with 9 digits
  • Bug ID IN#00731: Fixed an issue with High Level Asset planning is still overwriting users input.
  • Fixed an issue with “Workflow datasources” not working properly.
  • Fixed an issue with "Active" column not allowing filters in "Calculation Units"
  • Fixed an issue with Workflow data source was not getting saved.
Known
  • Bug ID IN# 00646: Asset with prior year (Jan 2022) start date and useful life of one year shows the full depreciation value in Jan 2023.
  • Bug ID IN# 00651: Accumulated time total in Depreciation Planning High Level Capital and Project Planning does not show full year value.

Detailed New Features

Ability to manage dimensions

  • A new task is added to this release which will let you delete Capital Planning members.

Dimension and Data Mgmt

From this screen, you can select the dimensions that you want to perfom the delete operation. Select the members you like to delete, and use the "-" button and save the grid.

Detailed Improved Functionality

Make parents unique

  • A new parameter "Param_BDACTP_Config_Make_ParentsUnique" which lets you define whether Grouping Lvl 1, Grouping Lvl 2, Grouping Lvl 3, Grouping Lvl 4 parents must be unique (parents concatenated together)

Calculation units behavior with the new parameter

unique parents

Param_BDACTP_Config_Make_ParentsUnique set to True (Default)

unique parents

Param_BDACTP_Config_Make_ParentsUnique set to False

non-unique parents

If you've same parents coming in multiple groupings as shown in the below example,

non-unique parents

You'll get an error message with a similar message as shown below. If this is a valid scenario, then you need to switch the parameter back to True, so that the parent uniqueness can be kept.

non-unique parents

Upcoming Features

Import/Export field configurations

An option to export and import field configurations.

Enable notifications

An option to enable notifications for Administrators for the following.

  • Calculation unit addition
  • User Management changes
  • Data Load

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

    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