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BDA Capital and Project Planning Release Notes 2023.10.12.1

BDA Core Technology Compatibility

This version needs at-least Core Technology 2023 10 12 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

Improved Functionality

  • Ability to add descriptions to various fields.
  • Special character restriction on various fields.

Issues

Resolved
Known
  • Bug ID [IN#00889]: Project Allocation by Detail Item not rendering.
  • Bug ID [IN#00887]: 6 month depreciation calc incorrect.
  • Bug ID [IN#00881]: Monthly Depreciation Not Correct When Depreciation Starts in First Month of Forecast.

Detailed New Features

Detailed Improved Functionality

Special character restriction in Capital

From this release onwards only the following special characters are allowed. Period, Space, Underscore, Hypen (. _-)

These following tables and columns are affected.

Table Columns
BDA_CPX_Assets ItemNumber, CalcUnit, Custom1, Custom2
BDA_CPX_CalculationUnits UnitName, ParentName, ParentName2, ParentName3, ParentName4
BDA_CPX_Categories Category, Category_L2, Category_L3
BDA_CPX_Custom1 Level1, Level2, Level3
BDA_CPX_Custom2 Level1, Level2, Level3
BDA_CPX_ProjectStrategies Strategy, Level2, Level3
BDA_CPX_ProjectTypes Type, Type_L2, Type_L3

If you try to add a special character other than the one listed, it'll be replaced with a blank after save. Please use the description fields available for each respective column to add special characters.

Add descriptions to support special characters

You can now add descriptions to various fields in Capital, all the components are updated to show the description fields.

Calculation units configuration screen is changed to allow you to add description to Groupings.

Calc unit description

Custom 1 & 2 screens

Custom 1 description

Categories screen

Categories description

The metdata process will now use the Description fields to update the members.

Categories metadata description

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