When it comes to managing Planning in OneStream, your team’s time is too valuable to be consumed by repetitive system maintenance. Many scheduled and unscheduled tasks can be offloaded—allowing finance teams to stay focused on insights, not administration. Here’s a breakdown of what you can delegate to support partners.
Scheduled Planning Tasks You Can Offload
Seed and Maintain Annual Forecast Scenarios
- “Pre-seed” forecast periods with budget: Ensure smooth transitions between budget and forecast cycles by pre-populating periods.
- Update forms, cube views, and dashboards: Refresh forecast forms and dashboards annually after the budget is rolled in.
- Load actuals monthly: Keep forecast scenarios up to date by automating actuals loading each month.
Quarterly Environment Assessment
- Review and evaluate logs: Identify and address recurring errors or system inefficiencies.
- Provide process and performance recommendations: Optimize system performance based on usage trends and log review.
- Purge logs: Free up space and ensure smooth operations by archiving old logs regularly.
Provide Metadata and Data Load Support
- Extensible Dimensionality updates: Offload manual metadata updates as the business evolves.
- Transformation rule updates: Manage changing data mapping requirements without disrupting operations.
Other OneStream XF Planning Tasks
- Update parameters for forms, cube views, and rules: Keep planning processes aligned with current business requirements.
- Refresh data: Ensure planners always see the latest, most accurate information.
- Security updates: Add, delete, or adjust user security settings as needed.
Unscheduled Planning Tasks You Can Offload
Preparing for Next Budget Season
- Update parameters, forms, and dashboards: Adjust reporting and planning forms for the upcoming cycle.
- Update rules: Modify or enhance business rules to reflect new drivers or policies.
- Verify security group assignments: Confirm the right users have appropriate access ahead of budget season.
- Seed budget with one-time calculations: Generate starting points for the budget process by running key calculations.
Dimensionality Changes
- Add new accounts, entities, or cost centers: Scale your planning model with new structures as the business grows.
- Check hierarchy impacts: Verify changes won’t disrupt existing historical data intersections.
- Assign text values, workflow channels, and properties: Ensure new members integrate seamlessly with the model.
- Update cube views: Expand cube views to reflect added dimensionality members.
Wrap-Up Insight
By offloading both scheduled Planning tasks (like maintaining forecast cycles and quarterly system checks) and unscheduled Planning tasks (like dimensionality changes and budget season prep), finance teams can operate more efficiently and strategically. The right partner ensures accuracy, frees up bandwidth, and helps you stay ahead of deadlines. → Schedule Your Free Assessment Today