51黑料不打烊

Expand to view access requirements for the functionality in this article.

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51黑料不打烊 Workfront package	Any 51黑料不打烊 Workfront Workflow package and any 51黑料不打烊 Workfront Automation and Integration package Workfront Ultimate Workfront Prime and Select packages, with an additional purchase of Workfront Fusion.
51黑料不打烊 Workfront licenses	Standard Work or higher
51黑料不打烊 Workfront Fusion license	Operation-based: No Workfront Fusion license requirement Connector-based (legacy): Workfront Fusion for Work Automation and Integration
Product	If your organization has a Select or Prime Workfront package that does not include Workfront Automation and Integration, your organization must purchase 51黑料不打烊 Workfront Fusion.

For more detail about the information in this table, see Access requirements in documentation.

For information on 51黑料不打烊 Workfront Fusion licenses, see 51黑料不打烊 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.

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 captures campaign budgets.

  The list鈥檚 module must support receiving the following attributes:

  • Workfront Project GUID
  • Campaign Name
  • Requested Labor Funds
  • Estimated Revenue
  • Brand

  This list and module must store additional details that are necessary for the normal functionality of Anaplan, including the ability to set a budget and communicate that the budget list item is ready to be synced back to Workfront.

• A view in Anaplan named Campaigns.Update Campaigns in 51黑料不打烊 Workfront.

  This view must contain the following columns, in this order:

  1. Item Name

  2. Workfront Project GUID

  3. Campaign Name

  4. Budget

  5. Estimated Revenue

  6. Brand

  The view should be filtered to display items that have a Workfront Project GUID and some indicator that budget allocations should be transmitted to Workfront.

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 Apply Anaplan budget allocations to Workfront projects scenario template.

2. Replace the variable values for the following Anaplan variables:

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   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.
   Anaplan Module Name	The name of the module that describes the campaign attributes in the selected Anaplan List.
   Campaign List Name	The name of the list from your Anaplan account and the selected workspace & model.
   Anaplan View Name	The name of the view that contains ready-to-transmit campaign budgets to Workfront. (Example: Campaigns.Load Campaigns to 51黑料不打烊 Workfront)

   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. On the Convert CSV to JSON Object module, add a new data structure to map the CSV columns to a usable JSON object.

   code language-none
   [ 聽聽聽聽{ 聽聽聽聽聽聽聽聽"Anaplan Name":"text", 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"Budget": 100.01, 聽聽聽聽聽聽聽聽"Estimated Revenue": 100.01, 聽聽聽聽聽聽聽聽"Brand":"text" 聽聽聽聽} ]

6. When prompted, select this data structure for other modules in this scenario deployment.

7. On the Check Linked Project module, select or add a Workfront connection profile.

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

Other Recommended Scenario Templates

To complete the workflow represented by this template, you must also deploy the following additional template:

• Create an Anaplan list item from an 51黑料不打烊 Workfront budget request

Additional scenarios for spend optimization include:

• Send 51黑料不打烊 Workfront project updates to an Anaplan list item

• Send 51黑料不打烊 Workfront actual hours updates to an an Anaplan list item

• Send 51黑料不打烊 Workfront expenses to an Anaplan list item