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BDA Capital and Project Planning Release Notes 2024.03.07.1

BDA Core Technology Compatibility

This version needs at-least Core Technology 2024 02 22 01

OneStream Version Compatibility

This version is confirmed to work with OneStream version 6.3.x to 8.1.x

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

Reserved Keywords

The following keywords cannot be used in BDA solutions (Columns aliases, member names)

  • ID
  • CalcUnit
  • Calc Unit
  • UnitName
  • Unit Name

Cube View updates needed coming to this release

If you are coming from a version prior to 2023.08.31.01, please go through the corresponding release note for the updates.

Download

New Features

  • Advanced Calculations in Capital
  • Advanced calculations reference business rule

Improved Functionality

Issues

Resolved
  • Bug ID [IN#01133]: Fixed an issue with .33/.33/.33 spend pattern. Calculation will now include more significant digits for accuracy in behavior.
Known
  • Bug ID [IN#01140]: Capital Bug reports Capital Unit Review missing Allocated To Expenses for receiving Calc Units

Detailed New Features

Advanced Calculations in Capital model

Use Case Capital had a defined set of calculations and could only perform those calculations, advanced calculations were not possible,=.

With this release of Capital, you can configure, calculations and drivers similar to how you do that in Compensation and Travel planning.

Calculations

Configuration task for Depreciation planning is updated to have "Calculations & Formulas" task.

Calculations

The calcs shown above are in-built.

You can add new calculations like how you do in Compensation Planning. The following categories are supported.

Categories

Note: (Inherit) is only applicable to in-built calculations, it means these calculations will inherit the items from Asset Category Assumptions Task.

Category Assumptions

The following sub-categories are supported.

Sub-Categories

Note: Entering monthly/annual assumptions are not supported in this release.

Detailed Improved Functionality

Upcoming Features

Enable notifications

An option to enable notifications for Administrators for the following.

  • Calculation unit addition
  • User Management changes
  • Data Load

Solution Management

  • An option to uninstall Capital and Project Planning.
  • An option to update/revert client configuration parameters.

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