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Send 蜜豆视频 Workfront expenses to an Anaplan list item

Last update: Wed Oct 23 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • User

This integration scenario shares expense-related details from an 蜜豆视频 Workfront project with an Anaplan budget list item. Sharing this information allows you to take better advantage of the spend optimization and financial analysis that Anaplan provides.

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.

  • A Campaign Brief custom form attached to the project object to store custom data values you elect to send to Anaplan.

    The form must contain the following fields:

    table 0-row-2 1-row-2 2-row-2
    Field Name Field Type
    Last Transmission Date Date
    Integration Notes Paragraph Text Field

    For information on creating custom forms, see Create a custom form.

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 you want capture campaign budgets.

  • An Anaplan Actual Expense Import file that contains the following columns, in this order:

    1. Workfront Expense GUID

    2. Workfront Project GUID

    3. Actual Amount

    4. Description

    5. Expense Type

    6. Effective Date

    7. Campaign Name

    8. Anaplan List Item ID

    To prepare the Anaplan Actual Expense Import file:

    1. Copy and paste the following into a text editor or Excel.

    2. Save the file in a CSV format.

    3. Upload the file into Anaplan.

      For instructions, see the Anaplan documentation about importing data into modules from a file.

    4. Make note of the name you gave to the file; it will be used during the deployment of the Fusion scenario template.

    Example CSV contents

    code language-none 
    "Workfront Expense GUID","Workfront Project GUID","Actual Amount","Description","Expense Type","Effective Date","Campaign Name","Anaplan List Item ID"
"622aead400423eb2e4479fece9a72987","6218062a000d0442903fcfa21e11f556","2345","Expense 1","","2022-03-09","New Project 6","202000001030"

  • An Anaplan Planned Expense Import file that contains the following columns, in this order:

    1. Workfront Expense GUID

    2. Workfront Project GUID

    3. Actual Amount

    4. Description

    5. Expense Type

    6. Effective Date

    7. Campaign Name

    8. Anaplan List Item ID

    To prepare the Anaplan Planned Expense Import file:

    1. Copy and paste the following into a text editor or Excel

    2. Save the file in a CSV format

    3. Upload the file into Anaplan.

      For instructions, see the Anaplan documentation about importing data into modules from a file.

    4. Make note of the name you gave to the file; it will be used during the deployment of the Fusion scenario template.

    Example CSV contents

    code language-none 
    "Workfront Expense GUID","Workfront Project GUID","Planned Amount","Description","Expense Type","Planned Date","Campaign Name","Anaplan List Item ID"
"622aead400423eb2e4479fece9a72987","6218062a000d0442903fcfa21e11f556","1234","Expense 1","Entertainment","2022-03-08","New Project 6","202000001030"

  • A Project Update Import process prepared to execute the import of data delivered in a file upload.

NOTE
There are separate import files for planned and actual expenses so that they can be reported independently across their planned and effective dates respectively.

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

Deploying to 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 Send Workfront expenses updates to Anaplan list item 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 6-row-2 layout-auto
    Variable name Replace value with
    Anaplan Workspace ID The ID of the workspace from your Anaplan account that you want to use for this scenario.
    Anaplan Model ID The ID of the model from your Anaplan account and the selected workspace that you want to use for this scenario.
    Campaign List Name The name of the list from your Anaplan account and the selected workspace and model that you want to use for this scenario.
    File Name: Actual Expense Import

    The name of the file that will receive project actual expense data.

    (Example: WorkfrontUpdateLinkedProjects_ActExpenses.csv)
    File Name: Planned Expense Import

    The name of the file that will receive project planned expense data.

    (Example: WorkfrontUpdateLinkedProjects_PlannedExpenses.csv)
    Process Name: Project Update Import

    The name of the process that will execute the import of project expense data.

    (Example: WF Int - Load Project Expenses)

    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. Select or add a Workfront connection profile.

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

  7. On the Build Actual Expense CSV module, add a new data structure to map the project attributes to CSV columns.

    code language-none 
    [
聽聽聽聽{
聽聽聽聽聽聽聽聽"Workfront Expense GUID":"text",
聽聽聽聽聽聽聽聽"Workfront Project GUID":"text",
聽聽聽聽聽聽聽聽"Actual Amount": 100.01,
聽聽聽聽聽聽聽聽"Description":"text",
聽聽聽聽聽聽聽聽"Expense Type":"text",
聽聽聽聽聽聽聽聽"Effective Date":"text",
聽聽聽聽聽聽聽聽"Campaign Name":"text",
聽聽聽聽聽聽聽聽"Anaplan List Item ID": 10000001
聽聽聽聽}
]

  8. On the Build Planned Expense CSV module, add a new data structure to map the project attributes to CSV columns.

    code language-none 
    [
聽聽聽聽{
聽聽聽聽聽聽聽聽"Workfront Expense GUID":"text",
聽聽聽聽聽聽聽聽"Workfront Project GUID":"text",
聽聽聽聽聽聽聽聽"Planned Amount": 100.01,
聽聽聽聽聽聽聽聽"Description":"text",
聽聽聽聽聽聽聽聽"Expense Type":"text",
聽聽聽聽聽聽聽聽"Planned Date":"text",
聽聽聽聽聽聽聽聽"Campaign Name":"text",
聽聽聽聽聽聽聽聽"Anaplan List Item ID": 10000001
聽聽聽聽}
]

This scenario template is complimented by the following spend optimization scenario templates that may also be deployed:

Additional scenarios for linking budget requests:

Additional scenarios for linking campaign requests:

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