Forum Discussion

Mikki's avatar
Mikki
New Contributor III
7 months ago

Resources on People Planning

Hi, 

We are thinking of implementing People Planning module. As this has been floated as plug-n-play solution, we want to see if we can build it ourselves or build majority of it.

What is the best way to know more about it? I see some documentation but is it good idea to download the People Planning module and look at the design of that? We have GolfStream demo but not sure if it has latest version of People planning. Any info on this is appreciated.  

Thank you,

PM

Planning
  • FredLucas's avatar
    FredLucas
    6 months ago

    Hi Mikki,

    The out-of-the-box PLP solution allows for customization done in a supported way mainly through configuration settings and custom events.

    Configuration settings:

    If you click on the settings button, you'll see there are multiple screens and long lists of settings that allow you to adapt the PLP solution to your use case, 

    As an example, you can enable / disable different columns, define the name and the type of values or drop down options to be shown on each columns, etc. You can also make these settings vary by Status / profile (e.g.: Active, NewHires, Contractors...).

    Calculations:

    From a calculation perspective you can either use the standard calculation definition screen to code the calculations or have it calling custom XFBR Business rules to perform more complex calculations.

    Custom Events:

    The solution also allows you to define write custom logic to be triggered by the Before or After Events. An example could be to define custom data validations that would be triggered prior to any data being saved to the register table.

    All the above are fully supported customizations. But still some customers have the need to customize it further, for example, update the look and feel of the plan analysis screen in order to show additional reports there.

    Non-supported customizations:

    All the code and objects that come with PLP are currently not encrypted which means that it could be customized further. However, that should be avoided as that would likely void the support of the PLP solution and make it harder to ensure a potential upgrade of the PLP solution. In case any unsupported customization is done we would strongly recommend that you fully document those changes for future reference.

  • FredLucas's avatar
    FredLucas
    Contributor III
    7 months ago

    Hi Mikki,

    You can download the latest version of People Planning (PLP) from the Solution Exchange - Marketplace (OneStream OnePlace).

    You can also check the instructions both from the Solution Exchange or by clicking on the help button after installing the solution.

    There's also a good navigator course that covers all the steps in detail.

    If you are into coding, the solution is not encrypted so you can debug and look through the code of specific set-ups that you may be interested in understanding in more detail.

    The PLP solution is highly configurable and is one of the most downloaded from Marketplace (used in a large number of customers) so you'll also find multiple threads about it here at OneCommunity.

    Hope this helps.

  • jharrison's avatar
    jharrison
    New Contributor
    7 months ago

    Hi there,

    Golfstream is a great starting point in navigating the look and feel of People Planning with sample Allocation Methods and Calculation Plans. While this is a great place to start, there is also a great course titled, "People Planning (PLP)" on Navigator that will walk through the basics of a People Planning setup. Lastly, the Specialty Planning documentation can be accessed via the OneStream documentation portal by clicking the question mark in the top right corner of the application. I would recommend installing a version on a local machine and review the solution with the documentation on hand to gather a solid understanding.

    Golfstream does have great examples, but it should be noted that (like all implementations), People Planning is highly customizable to fit customer needs, and it is likely that customization to the out-of-the-box models will be required.

    -James

    • Henning's avatar
      Henning
      Valued Contributor II
      7 months ago

      Hi, just a very small addition on what FredLucas and jharrison pointed you to. James mentions the "Specialty Planning" documentation because People Planning is a part of that suite of solutions. The planning solutions on Marketplace share the same conceptual framework, which is why even joining the training "Level 2 Specialty Planning" could be considered even though this particular training uses "Thing Planning". That is to say that if you need even more inspiration on how to set up People Planning, you can even refer to examples, documentation or training on the other register based solutions.

      Having said that, the resources on People Planning should absolutely suffice!

  • Mikki's avatar
    Mikki
    New Contributor III
    7 months ago

    Thank you FredLucas, jharrison, and Henning for the info. 

    It looks like we have lot of readily available info in the form of videos and guides. We will go over those and hoping that gives us good understanding of the solution and enough knowledge to  fulfil our requirements.

    Just curious - you are all saying that it is highly customizable solution but do you know where people do the customizations and where we can't. Is it the Rules, Dashboards, Drivers, Reports,  or something else?

    Thank you,

    PM

    • FredLucas's avatar
      FredLucas
      Contributor III
      6 months ago

      Hi Mikki,

      The out-of-the-box PLP solution allows for customization done in a supported way mainly through configuration settings and custom events.

      Configuration settings:

      If you click on the settings button, you'll see there are multiple screens and long lists of settings that allow you to adapt the PLP solution to your use case, 

      As an example, you can enable / disable different columns, define the name and the type of values or drop down options to be shown on each columns, etc. You can also make these settings vary by Status / profile (e.g.: Active, NewHires, Contractors...).

      Calculations:

      From a calculation perspective you can either use the standard calculation definition screen to code the calculations or have it calling custom XFBR Business rules to perform more complex calculations.

      Custom Events:

      The solution also allows you to define write custom logic to be triggered by the Before or After Events. An example could be to define custom data validations that would be triggered prior to any data being saved to the register table.

      All the above are fully supported customizations. But still some customers have the need to customize it further, for example, update the look and feel of the plan analysis screen in order to show additional reports there.

      Non-supported customizations:

      All the code and objects that come with PLP are currently not encrypted which means that it could be customized further. However, that should be avoided as that would likely void the support of the PLP solution and make it harder to ensure a potential upgrade of the PLP solution. In case any unsupported customization is done we would strongly recommend that you fully document those changes for future reference.

      • Mikki's avatar
        Mikki
        New Contributor III
        6 months ago

        Thank you very much for taking time and providing all the info.