title

Capital Project Planning

description

This application simplifies requesting new capital projects and managing their planned capital funds, providing transparency and accountability. It allows you to track financial impact, manage funds efficiently, and make informed investment decisions. Built to complement Workday Adaptive Planning capabilities, it enhances the end-user experience and streamlines capital project request workflows, especially beneficial for Healthcare, SLED, and beyond.

Version 2025.1

For details and updates associated with this version of the app, see the App Catalog Changelog.

Introduction

View Capital Planning Project forum page for more information on this app.

Deploy Instructions

Create Copy (Recommended)

1. Click the "Create Copy" button above.
2. To modify app source code:
   1. Open the app in the Console.
   2. Click Open in App Builder.
3. After making any changes, Save and Deploy.

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Configuration Instructions

The solution has two main components: the Capital Project Planning Extend application and an Adaptive Planning instance. Customers need a Workday tenant with an active Extend subscription to deploy this app.

The application can function in a standalone mode and be linked to Adaptive Planning later. This means the following deployment scenarios are supported:

• Deploying the Extend component now, with Planning deployment scheduled for the future.
• An existing Planning instance, with the Extend component added later.
• Simultaneous deployment of both the Extend and Planning components.

While user synchronization between the core Workday tenant and Adaptive Planning is recommended, it's not a strict requirement.

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Security Setup

You need to create the following assignable roles in the tenant:

Assignable Roles

Role Name	Enabled For	Assigned By
Capital Project Planner	Cost Center, Cost Center Hierarchy	Security Administrator
Capital Project Approver	Cost Center, Cost Center Hierarchy	Security Administrator

The recommended security group setup is as follows:

Security Groups

Group	Type	Role	Access Rights to Organizations
Capital Project Planner (Cost Center)	Role-Based (Constrained)	Capital Project Planner	Current Organization and All Subordinates
Capital Project Approver (Cost Center)	Role-Based (Constrained)	Capital Project Approver	Current Organization and All Subordinates
Capital Project Planner (Unconstrained)	Role-Based (Unconstrained)	Capital Project Planner	N/A
Capital Project Approver (Unconstrained)	Role-Based (Unconstrained)	Capital Project Approver	N/A
Capital Project Planning Administrator	User-Based	N/A	N/A
ISSG_CapitalProjectPlanning	Integration System Security Group (Unconstrained)	N/A	N/A

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Installation and Post-Installation

1. Import the app into your Extend company.
2. Validate and Deploy the app into a tenant.
3. Open App Manager and find the app to open the configuration.
4. Create Domain Policies for all Security Domains and assign groups.
5. Create Integration System User (ISU): ISU_CapitalProjectPlanning.
6. Assign the ISU to the ISSG_CapitalProjectPlanning security group.
7. Click "Update App Configuration" and confirm.
8. Edit the Application attribute "default": set appISU to ISU_CapitalProjectPlanning and select all applicable environments.
9. Assign your user (the one configuring the app) to the Capital Project Planning Administrator group and the WCP Integration System User Security domain policy.
10. Add all remaining domains to the ISSG_CapitalProjectPlanning security group.

Assign Integration System Users to App

Please follow the instructions on the Dev Site to assign ISU: ISU_CapitalProjectPlanning to the app.

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Usage Instructions

Application Initialization

After installation, run the application initialization by opening the tenant task Configure Capital Project Planning and clicking Initialize Application. Once complete, review the configuration tabs and ensure the following required fields are set:

• Plan Cycles: Status
• Service Categories: Approving Cost Centers
• Services: Service Categories
• Adaptive Planning Sync: Planning Task Trigger should be set to On Schedule to start

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Calculated Fields, Sequences, BPs, and User Security

You need to create the following calculated fields to feed the graphs on the main page:

• CF LRV Request Plan Cycle

  • Business Object: Capital Project Request
  • Lookup Field: Request Header
  • Related Business Object: Capital Project Request Header
  • Return Value: Plan Cycle

• CF LRV Funds Plan Cycle

  • Business Object: Requested Fund
  • WQL Alias: cf_CFLRVPlanCycleID
  • Lookup Field: Capital Project Request
  • Related Business Object: Capital Project Request
  • Return Value: CF LRV Request Plan Cycle

Next, create the following Sequence Generator:

• Open the task Create ID Definition / Sequence Generator.
• Set Sequence Name to Capital Project Planing Request ID Sequence.
• Set Increment Sequence ID By to 1.
• Configure the sequence format (e.g., CAP-[Seq]).
• In the Web Service section, update Reference ID to CapitalProjectPlanning_RequestID_Sequence.

Finally, assign the Capital Project Planner and Capital Project Approver Roles on Cost Centers as needed, create a plan cycle, and test the application thoroughly.

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Integration System

An integration system is required to manage business process orchestrations.

• System Name: CapitalProjectPlanningBPMonitor
• Integration Template: Orchestrate Integration Template
• Integration Attributes:
  • Orchestration Name: CapitalProjectPlanningBPMonitor
  • Application Reference ID: capitalProjectPlanning_<application suffix>

Schedule this integration to run regularly, for example, every 15 minutes:

• Run Frequency: Minute Recurrence
• Recurrence Interval: Every 15 minutes
• Catch Up Behaviour: None

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Security Groups

The following tables outline the recommended security settings for each group:

ISSG_CapitalProjectPlanning

Domain Security Policy	View	Modify	Get	Put
Capital Project Planning (capitalProjectPlanning_<suffix>)	X	X	X	X
Capital Project Planning Administrator (capitalProjectPlanning_<suffix>)	X	X	X	X
Capital Project Planning Common (capitalProjectPlanning_<suffix>)	X	X	X	X
Capital Project Planning Restricted (capitalProjectPlanning_<suffix>)	X	X	X	X
Integration Process	X	X
Manage: Company	X		X
Manage: Cost Center	X		X
Manage: Project	X		X
Manage: Supervisory Organization	X		X
WCP Integration System User Security	X	X	X	X
Worker Data: Current Staffing Information	X		X

Capital Project Planner/Approver (Cost Center)

Domain Security Policy	View	Modify	Get	Put
Capital Project Planning (capitalProjectPlanning_<suffix>)	X	X	X	X

Capital Project Planner/Approver (Unconstrained)

Domain Security Policy	View	Modify	Get	Put
Capital Project Planning Common (capitalProjectPlanning_<suffix>)	X		X

Capital Project Planning Administrator

Domain Security Policy	View	Modify	Get	Put
Capital Project Planning (capitalProjectPlanning_<suffix>)	X	X	X	X
Capital Project Planning Administrator (capitalProjectPlanning_<suffix>)	X	X	X	X
Capital Project Planning Common (capitalProjectPlanning_<suffix>)	X	X	X	X

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Business Process (BP) Security and Configuration

The initial setup for the two BPs, Create Capital Project Request and Request Services, is as follows.

Create Capital Project Request

This BP requires at least an Initiation and an Approval step.

• Who Can Start: Capital Project Approver (Cost Center), Capital Project Approver (Unconstrained), Capital Project Planner (Cost Center), Capital Project Planner (Unconstrained), and Capital Project Planning Administrator.
• Who Can View All: Capital Project Approver (Cost Center), Capital Project Approver (Unconstrained), Capital Project Planner (Cost Center), Capital Project Planner (Unconstrained), and Capital Project Planning Administrator.
• Who Can Approve: Capital Project Approver (Cost Center).
• Who Can Deny: Capital Project Approver (Cost Center).

Request Services

This BP also requires at least an Initiation and an Approval step.

• Who Can Start: Capital Project Approver (Cost Center), Capital Project Approver (Unconstrained), Capital Project Planner (Cost Center), Capital Project Planner (Unconstrained), and Capital Project Planning Administrator.
• Who Can View All: Capital Project Planner (Cost Center), Capital Project Planner (Unconstrained), and Capital Project Planning Administrator.
• Who Can Approve: Capital Project Approver (Cost Center).
• Who Can Deny: Capital Project Approver (Cost Center).