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BDA Compensation And Travel Planning Release Notes 2023.11.16.1

BDA Core Technology Compatibility

This version needs at-least Core Technology 2023 11 16 01

OneStream Version Compatibility

This version is confirmed to work with OneStream version 6.3.0 to 7.4.0

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.

  1. Perform this check before installing the product.

Notes

  • 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.

    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 Compensation 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

Manual Updates if upgrading (if the upgrade is from 2023.06.27.1 to 2023.08.03.1)

Please use Task Editor to delete repeated tasks (10 & 11)

duplicate tasks

Reserved Keywords

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

  • ID
  • CalcUnit
  • UnitName

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

Issues

Resolved
  • Bug ID [IN#00936]: Fixed an issue with dates with UK culture in data load audit logs.
  • Bug ID [IN#00983]: Issue with Unable to Edit transfers.
Known
  • Bug ID [IN#00982]: Issue with Capped calculations such as SUTA and FUTA calculate again in the transfer month..
  • Bug ID [IN#00977]: Issue with Duplicated EmployeeIDs from Transfer.
  • Bug ID [IN#00953]: Issue with Transfer - Selected employee not highlighted when selecting other options.
  • Bug ID [IN#00984]: Issue with Special character in last name " causing security not to appear within Comp screen.

Detailed New Features

Detailed Improved Functionality

Upcoming Features

Detailed actuals at employee/position level in Compensation

An option to load actuals into Compensation and Travel planning and perform variance reporting against Working scenario.

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.
  • 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

  • Click on dashboard BDA CTP Install

    OnePlace dashboard

  • Click the button "Click to Install/Update BDA Comp and Travel Planning".

    Install screen

  • Once successful, you should see the following screen.

    Install success screen