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BDA Capital and Project Planning Release Notes 2023.09.14.1

BDA Core Technology Compatibility

This version needs at-least Core Technology 2023 09 14 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 add custom spend patterns.

Improved Functionality

Issues

Resolved
Known
  • Bug ID IN#00832: Issue with making changes in Field Configuration.

Detailed New Features

Ability to add custom spend patterns

You can now add custom spend patterns to Capital solution. If you intend to use this features, enable CustomSpendPattern in the field configuration.

Custom spend pattern field

Once enabled, you can use this field to specify your own patterns. You should choose the SpendPattern as custom and add a pattern similar to the one given below.

Custom spend pattern defintion

The above pattern of "0.166666666666667/0.166666666666667/0.166666666666667/0.166666666666667/0.166666666666667/0.166666666666667" is mimicing a spread pattern of "Over 6 Months" evenly distributed.

Custom spend pattern results

If I change the above to "0.166666666666667/0/0.333333333333334/0/0.333333333333334/0.166666666666667"

Custom spend pattern results

The key is to make sure that your pattern sum is resulting in a value of 1.

Detailed Improved Functionality

Upcoming Features

Custom calculations

An option similar to Capital and Project planning where you can add your own custom calculations.

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

Download

Please go to the Latest Product version folder to download