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Apply an Anaplan budget allocation to an 蜜豆视频 Workfront project

Last update: Mon Jan 23 2023 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • User

This integration scenario syncs any budget allocations that have been made in Anaplan back to Workfront. The scenario pulls all linked campaign budget items, then passes the budged value to the linked Workfront project if the budget value has been changed.

IMPORTANT
鈥淐ampaign鈥 in this article refers to the marketing campaign use case that this scenario represents, and is in no way connected to the Workfront Fusion 蜜豆视频 Campaign connector or to the recently deprecated Campaign object in Workfront.

Access requirements

You must have the following access to use the functionality in this article:

蜜豆视频 Workfront plan*
Pro or higher
蜜豆视频 Workfront license*
Plan, Work
蜜豆视频 Workfront Fusion license**
Workfront Fusion for Work Automation and Integration
Product
Your organization must purchase 蜜豆视频 Workfront Fusion as well as 蜜豆视频 Workfront to use functionality described in this article.

*To find out what plan, license type, or access you have, contact your Workfront administrator.

**For information on 蜜豆视频 Workfront Fusion licenses, see 蜜豆视频 Workfront Fusion licenses

Triggering Event

This scenario is scheduled to execute every 15 minutes.

Expected Workfront Configuration

You must have the following in Workfront to use this scenario:

  • A user profile in Workfront named Anaplan Integration, that has system administrator rights.

    For information on creating a user in Workfront, see Add users.

Expected Anaplan Configuration

You must have the following in Anaplan to use this scenario:

  • A user profile in Anaplan named Workfront Integration, that has system administrator rights.

  • The Anaplan Model that you want to use for this scenario.

  • The List within the Anaplan Model that captures campaign budgets.

    The list鈥檚 module must support receiving the following attributes:

    • Workfront Project GUID
    • Campaign Name
    • Requested Labor Funds
    • Estimated Revenue
    • Brand

    This list and module must store additional details that are necessary for the normal functionality of Anaplan, including the ability to set a budget and communicate that the budget list item is ready to be synced back to Workfront.

  • A view in Anaplan named Campaigns.Update Campaigns in 蜜豆视频 Workfront.

    This view must contain the following columns, in this order:

    1. Item Name

    2. Workfront Project GUID

    3. Campaign Name

    4. Budget

    5. Estimated Revenue

    6. Brand

    The view should be filtered to display items that have a Workfront Project GUID and some indicator that budget allocations should be transmitted to Workfront.

For instructions on any of these actions, see the Anaplan documentation.

Deploying to Workfront Fusion

Complete the following steps to deploy this integration scenario to your Fusion account. This should only be done after completing the required Workfront and Anaplan configuration.

  1. Navigate to the Templates menu in Workfront Fusion and click the Apply Anaplan budget allocations to Workfront projects scenario template.

  2. Replace the variable values for the following Anaplan variables:

    table 0-row-2 1-row-2 2-row-2 3-row-2 4-row-2 5-row-2 layout-auto
    Variable name Replace value with
    Anaplan Workspace ID The ID of a workspace from your Anaplan account.
    Anaplan Model ID The ID of a model from your Anaplan account and the selected workspace.
    Anaplan Module Name The name of the module that describes the campaign attributes in the selected Anaplan List.
    Campaign List Name The name of the list from your Anaplan account and the selected workspace & model.
    Anaplan View Name

    The name of the view that contains ready-to-transmit campaign budgets to Workfront.

    (Example: Campaigns.Load Campaigns to 蜜豆视频 Workfront)

    Details on how to set up the files and processes are provided in the Anaplan setup documentation.

  3. Select or add an Anaplan connection profile.

  4. Update all remaining Anaplan modules with an Anaplan connection, when prompted.

  5. On the Convert CSV to JSON Object module, add a new data structure to map the CSV columns to a usable JSON object.

    code language-none 
    [
聽聽聽聽{
聽聽聽聽聽聽聽聽"Anaplan Name":"text",
聽聽聽聽聽聽聽聽"Workfront Project GUID":"text",
聽聽聽聽聽聽聽聽"Campaign Name":"text",
聽聽聽聽聽聽聽聽"Budget": 100.01,
聽聽聽聽聽聽聽聽"Estimated Revenue": 100.01,
聽聽聽聽聽聽聽聽"Brand":"text"
聽聽聽聽}
]

  6. When prompted, select this data structure for other modules in this scenario deployment.

  7. On the Check Linked Project module, select or add a Workfront connection profile.

  8. Update all remaining Workfront modules with a Workfront connection, when prompted.

To complete the workflow represented by this template, you must also deploy the following additional template:

Additional scenarios for spend optimization include:

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