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Send 蜜豆视频 Workfront project updates 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 progress, status, and key schedule 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 following fields represent examples of fields that may be included on the custom form to aid in data mapping to Anaplan, but they are not required for this integration scenario:

    table 0-row-2 1-row-2 2-row-2 3-row-2 4-row-2 5-row-2 layout-auto
    Field Name Field Type
    In Market Start Date Date
    In Market End Date Date
    Campaign Overview Paragraph Text Field
    Key Message Paragraph Text Field
    Target Audience

    Dropdown

    Include options that fit your processes.

    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 to use for this scenario.
  • A Project Update Import file that contains the following columns, in this order:

  1. itemID

  2. Workfront Project GUID

  3. Campaign Name

  4. Percent Complete

  5. Planned Start Date

  6. Planned Completion Date

  7. Planned Hours

  8. Planned Cost

  9. Planned Expense Cost

  10. Actual Labor Cost

  11. Planned Labor Cost

  12. Status

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

"itemID","Workfront Project GUID","Campaign Name","Percent Complete","Planned Start Date","Planned Completion Date","Planned Hours","Planned Cost","Planned Expense Cost","Actual Labor Cost","Planned Labor Cost","Status","Campaign Overview","Key Message","In Market Start Date","In Market End Date","Target Audience"
"202000001019","6182bc1f0025e184b2c00d9205e22c49","Launch Be U APAC Styles Catalog","0","2022-03-31","2022-05-31","88.25","0","0","0","0","Planning","","","","",""

  1. Campaign Overview

  2. Key Message

  3. In Market Start Date

  4. In Market End Date

  5. Target Audience

Also include any other fields you wish to set in the mapping.

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

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 Send Workfront project 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 a workspace from your Anaplan account.
    Anaplan Model ID The ID of a model from your Anaplan account and the selected workspace.
    Campaign List Name The name of the list from your Anaplan account and the selected workspace & model.
    File Name: Project Update Import

    The name of the file that will receive project update data.

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

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

    (Example: WF Int - Update Campaign Details)
    Workfront Subdomain The subdomain of your Workfront account. This is used to create a link back to your Workfront project in a note that may be generated.

    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.

    The filter is configured to pull in all incomplete linked project and those projects that were completed in the last 29 minutes. If you change the frequency of the Fusion scenario you will want to update this value once the scenario template has been deployed.

  6. On the Build Projects Update 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"itemID": 1000001,
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"Percent Complete": 10.01,
聽聽聽聽聽聽聽聽"Planned Start Date":"2022-02-22",
聽聽聽聽聽聽聽聽"Planned Completion Date":"2022-02-22",
聽聽聽聽聽聽聽聽"Planned Hours": 12.5,
聽聽聽聽聽聽聽聽"Planned Cost": 123.45,
聽聽聽聽聽聽聽聽"Planned Expense Cost": 123.45,
聽聽聽聽聽聽聽聽"Planned Labor Cost": 123.45,
聽聽聽聽聽聽聽聽"Status": "CUR",
聽聽聽聽聽聽聽聽"Campaign Overview":"text",
聽聽聽聽聽聽聽聽"Key Message":"text",
聽聽聽聽聽聽聽聽"In Market Start Date":"2022-02-22",
聽聽聽聽聽聽聽聽"In Market End Date":"2022-02-22",
聽聽聽聽聽聽聽聽"Target Audience":"text"
聽聽聽聽}
]

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

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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