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Adaptive Insights
Knowledge and Support - Adaptive Insights

Using Adaptive Integration for Planning

Explains how to use Adpative Integration for Planning, including how to create a planning loader and export planning data.

Integration for Planning is a product that expands the features of Adaptive Integration by letting you import data into Planning and Consolidation. The general workflow for creating a data source and loaders, and setting up tasks is much the same as for the rest of Adaptive Integration, although there are some additional tasks related to mapping data for use by Planning.

When Adaptive Integration for Planning is installed, Adaptive Planning andConsolidation have two additional permissions that can be assigned to user roles: Integration Operator and Data Designer.

Note: Users with Integration Operator or Data Designer permissions must have the "Import Capabilities" permissions to perform imports into Adaptive Planning.