CPM Express GAAP Release PV9.3.0 SV1.0.1

The theme for this Minor release is a productized solution that brings together the leading practices of the world’s top-performing organizations for planning, reporting, and consolidations into a unified, scalable solution.

Highlights

  • This release was focused on 9.3.0 compatibility and upgrading Line Item Modeling and Workforce Planning.

  • The OneStream software platform version 9.3.0 or later is required.

Enhancements

  • Upgraded the Following Solutions for 9.3.0 Compatibility:

    • Cloud Administrator Tools (CAT)

    • OneStream Diagnostics (ODS)

    • Help Desk (HDK)

  • Upgraded Workforce Planning Express to be Compatible with Line Item Modeling PV9.0.0 SV2.0.0.

  • Removed OneStream Press Navigation Group in Genesis.

  • Renamed “Health Monitoring” to System Diagnostics.

  • Updated Default Visibility Behavior for Optional Solutions.

Compatibility

  • The OneStream software platform version 9.3.0 or later is required.

  • Line Item Modeling PV9.0.0 SV2.0.0 is required to use Workforce Planning Express.

Known Issues

  • Platform 9.4 Compatibility: For users on OneStream Platform Version 9.4.0, review the following notes and perform the below steps:

    • Customers must update the cube StorageType in the AppZip: Metadata.xml:

      • Before: <property name="StorageType" value="DataRecordAndBinaryData" />

      • After: <property name="StorageType" value="VariableLengthWidthDataRecord" />

    • Perform the below steps to upgrade Financial Close to be compatible with GAAP and Platform v9.4:

      • After importing the solution package, delete the workspace OneStream Financial Close.

      • If the solution is required for the implementation, import the latest version of OneStream Financial Close from the Solution Exchange and run the setup page from the Financial Close Setup Dashboard, rather than the CPM Express Setup Dashboard.

    • Perform the below steps to fix the File Explorer Manager to be compatible with GAAP and Platform v9.4.

      • Issue: File Explorer Manager dashboard frame is incompatible with the platform version.

      • Fix: As a workaround, set the Dashboard Type of the 0_Frame_FEM_OnePlace dashboard to "Embedded Top Level."

  • CTA exclusion requires manual configuration within flow members associated with account rollups. See the CPM Express GAAP Configuration Guide for more details under Configuring Accounts for CTA Exclusion.

  • Cube View Tree View block on Review Page of Planning Framework does not support nested parameters.

  • GDR - Selector List View Order resets to default values when discovering parameters on cube view reports in report management where the Selector List View Order values were manually updated.

Contacting Support

Contact OneStream Support by registering at:

Support - OneStream Software