BDA Compensation And Travel Planning Release Notes 2025.03.06.01
NOTICE
If your implementation of Compensation makes extensive use of Custom Fields 1/2 and Reporting overrides and you are running into issues with your environment--please contact the BDA Product Team for guidance on optimization and resolution.
BDA Compensation and Travel Planning Anchor dimension (1)
Starting from 2025.03.06.01 release onwards, you need to choose an anchor dimesion (Data Type) to send Capital data to Reporting cubes. This is done to reduce the performance impact on clearing data from reporting cubes. Set Param_BDACTP_Config_DataSourceScript to a tuple as shown. e.g. U5#CTP_Input.
- Perform this before running a full calc on Compensation solution.
BDA Core Technology Compatibility
This version needs at-least Core Technology 2025 03 06 01
OneStream Version Compatibility
This version is confirmed to work with OneStream version 6.3.x to 8.5.x
BDA Compensation and Travel Planning and Extensible dimensions (1)
If you are installing BDA Compensation and Travel Planning on a fresh application, Comp 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), Comp dimensions will use the dimension that has the "Top" member as the inherited dimension.
- Perform this check before installing the product.
Notes
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If you are coming from a previous version that does not have "BDA Compensation and Travel Planning Client Content" Maintenance Unit.
- Please download and upload Create CTP_CPX Client Content.xml to the target.
- Go to Business Rules and execute the rule to create the client content.
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If you are coming from a version that still uses "BDA_SolutionEngineKey" to add Admin users to Compensation model.
- Please download and upload SolutionKey MigrationRule.xml to the target.
- Go to Business Rules and execute the rule to migrate old solution engine key users to new relational model.
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
Improved Functionality
New anchor dimension to clear reporting cube data.
Issues
Resolved
- [IN#01427] Fix Comp - Launch Controller Never Completing Calcs
- [IN#01426] Fix full calculation failing after running for 1.5 hours
- [IN#01425] Fix Comp performance issue
- [IN#01446] Fix error in the high-level input and adjustment report
- [IN#01473] Fix Employee Details Report not populating for positions with unhandled special characters
- [IN#01457] Fix Employee Details Report not working for non-admin
- [IN#01456] Fix Headcount analysis, expense analysis, and revene analysis reports not working for non-admin
- [IN#01454] Fix analysis reports erroring out
- [IN#01455] Fix merit increase being applied to the base salary for a resource hired in the budget year
- [IN#01450] Fix unable to delete added rows in Health Plan Look up table assumptions
- [IN#01445] Fix data load validation error on HomeCalcUnitDesc
- [IN#01460] Fix reporting export error
- [IN#01458] Fix automated data load error
Known
- [IN#01449] Comp - Source Target Compare Report
- [IN#01468] Unable to Bulk Delete employees from all scenarios (including archive scenarios)
- [IN#01469] Security Groups not removed from user when invalid access is removed
Detailed New Features
Detailed Improved Functionality
Starting from this release Compensation will use an anchor dimension to clear reporting cube data. This is done to improve the performance of data clears. Set Param_BDACTP_Config_DataSourceScript to a tuple like as shown below. U5#CTP_Input.
Upcoming Features
Rollback upto last 5 data load
An option to roll back the loaded data to last 5 data loads
Load comparision report
A report that will show the differences between current load and last 5 data loads
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 Compensation and Travel 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 Compensation and Travel Planning.
- For upgrades, make sure BDA Cubeview Groups and Dashboard Groups are not renamed.
- If you are coming from a previous version that does not have "BDA Compensation and Travel Planning Client Content" Maintenance Unit, please talk to Product team about migrating the Config parameters to the "BDA Compensation and Travel Planning Client Content" Maintenance Unit.
- If you are coming from a version that still uses "BDA_SolutionEngineKey" to add Admin users to Compensation 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 Compensation and Travel Planning Setup
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Click on dashboard BDA CTP Install
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Click the button "Click to Install/Update BDA Comp and Travel Planning".
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Once successful, you should see the following screen.
Info
If you are using scenario type other than "Forecast", please make sure to keep text4 value in "Forecast" scenario type, removing the text will cause future installations reload everything and lead to rework.