Send Adobe Workfront expenses to an Anaplan list item
This integration scenario shares expense-related details from an Adobe 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.
Access requirements
You must have the following access to use the functionality in this article:
*To find out what plan, license type, or access you have, contact your Workfront administrator.
**For information on Adobe Workfront Fusion licenses, see Adobe 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:
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A user profile in Workfront named Anaplan Integration, that has system administrator rights.
For information on creating a user in Workfront, see Add users.
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A Campaign Brief custom form attached to the project object to store custom data values you elect to send to Anaplan.
The form must contain the following fields:
table 0-row-2 1-row-2 2-row-2 Field Name Field Type Last Transmission Date Date Integration Notes Paragraph Text Field For information on creating custom forms, see Design a form with the form designer.
Expected Anaplan Configuration
You must have the following in Anaplan to use this scenario:
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A user profile in Anaplan named Workfront Integration, that has system administrator rights.
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The Anaplan Model that you want to use for this scenario.
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The List within the Anaplan Model that you want capture campaign budgets.
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An Anaplan Actual Expense Import file that contains the following columns, in this order:
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Workfront Expense GUID
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Workfront Project GUID
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Actual Amount
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Description
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Expense Type
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Effective Date
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Campaign Name
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Anaplan List Item ID
To prepare the Anaplan Actual Expense Import file:
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Copy and paste the following into a text editor or Excel.
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Save the file in a CSV format.
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Upload the file into Anaplan.
For instructions, see the Anaplan documentation about importing data into modules from a file.
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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
code language-none "Workfront Expense GUID","Workfront Project GUID","Actual Amount","Description","Expense Type","Effective Date","Campaign Name","Anaplan List Item ID" "622aead400423eb2e4479fece9a72987","6218062a000d0442903fcfa21e11f556","2345","Expense 1","","2022-03-09","New Project 6","202000001030"
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An Anaplan Planned Expense Import file that contains the following columns, in this order:
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Workfront Expense GUID
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Workfront Project GUID
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Actual Amount
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Description
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Expense Type
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Effective Date
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Campaign Name
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Anaplan List Item ID
To prepare the Anaplan Planned Expense Import file:
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Copy and paste the following into a text editor or Excel
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Save the file in a CSV format
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Upload the file into Anaplan.
For instructions, see the Anaplan documentation about importing data into modules from a file.
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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
code language-none "Workfront Expense GUID","Workfront Project GUID","Planned Amount","Description","Expense Type","Planned Date","Campaign Name","Anaplan List Item ID" "622aead400423eb2e4479fece9a72987","6218062a000d0442903fcfa21e11f556","1234","Expense 1","Entertainment","2022-03-08","New Project 6","202000001030"
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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 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.
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Navigate to the Templates menu in Workfront Fusion and click the Send Workfront expenses updates to Anaplan list item scenario template.
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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 the workspace from your Anaplan account that you want to use for this scenario. Anaplan Model ID The ID of the model from your Anaplan account and the selected workspace that you want to use for this scenario. Campaign List Name The name of the list from your Anaplan account and the selected workspace and model that you want to use for this scenario. File Name: Actual Expense Import The name of the file that will receive project actual expense data.
(Example: WorkfrontUpdateLinkedProjects_ActExpenses.csv)
File Name: Planned Expense Import The name of the file that will receive project planned expense data.
(Example: WorkfrontUpdateLinkedProjects_PlannedExpenses.csv)
Process Name: Project Update Import The name of the process that will execute the import of project expense data.
(Example: WF Int - Load Project Expenses)
Details on how to set up the files and processes are provided in the Anaplan setup documentation.
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Select or add an Anaplan connection profile.
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Update all remaining Anaplan modules with an Anaplan connection, when prompted.
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Select or add a Workfront connection profile.
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Update all remaining Workfront modules with a Workfront connection, when prompted.
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On the Build Actual Expense CSV module, add a new data structure to map the project attributes to CSV columns.
code language-none [ { "Workfront Expense GUID":"text", "Workfront Project GUID":"text", "Actual Amount": 100.01, "Description":"text", "Expense Type":"text", "Effective Date":"text", "Campaign Name":"text", "Anaplan List Item ID": 10000001 } ]
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On the Build Planned Expense CSV module, add a new data structure to map the project attributes to CSV columns.
code language-none [ { "Workfront Expense GUID":"text", "Workfront Project GUID":"text", "Planned Amount": 100.01, "Description":"text", "Expense Type":"text", "Planned Date":"text", "Campaign Name":"text", "Anaplan List Item ID": 10000001 } ]
Other Recommended Scenario Templates
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: