Planning Analytics

In IBM Planning Analytics documentation under "Manage existing users and groups on your Planning Analytics database (Cloud only)" there is a statement "As an administrator or modeler, you can manage existing users and groups on your Planning Analytics database and create new groups on the database." (bolding is mine for emphasis) I am a modeler, and was able to successfully create a new group and assign existing users to the group; however, the new group doesn't appear in the Contributors section of the Task edit screen. The Administrator opened the PAW "Administration" environment to review Groups under Users and Groups, then selected the new group to review the list of users assigned to the Group. Without making any changes, the Administrator confirmed the new Group was listed under Groups and the desired Users were assigned to it.  After the Administrator's "review" of the newly minted Group it appeared in the Contributors section of the Task edit screen.

All of this narrative to ask: Is there is a specific roll assignment besides Modeler that must be granted to allow one to fully create a new group without "review" by the Administrator? Or is this the expected process? 

Hi Anthony,

The contributors and reviewers for Plans require Workspace groups, not TM1 groups.  This is because the Plans assign permissions to the books and views used in each of the tasks to the contributor and reviewer groups in the same task.

The good news is that you can create a group in Workspace and reuse the group in a TM1 database.  This is done from the users and groups interface for the TM1 database in modeling workbench using this button.

The button to the left adds individual users from Workspace to the database.

Although the group in TM1 is not automatically synchronized as the group in Workspace changes (this is something we should probably implement), you can manually resynchronize the group in TM1 to match the group in Workspace from the context menu when clicking on the group.  This will add or remove users from the group in TM1 to match the group in Workspace.

To answer your question, you need to be a Modeler role in Workspace (with the Admin role in the TM1 database) to create a group in the TM1 database.  You need the Administrator role in Workspace to create and update groups in Workspace. 

One more important detail, in older version of Workspace the Modeler role did not have the ability to see the members of a Workspace group.  We recently changed this (I think in 2.0.96) to better support Modelers adding Workspace groups to a TM1 database (because that Modeler needs to see the members of the Workspace group to know which users to put in the group in TM1).

Let me know if this infomration helps.

------------------------------
Stuart King
Product Manager
IBM Planning Analytics

Original Message:
Sent: Tue August 27, 2024 10:05 AM
From: Anthony Norris
Subject: PAW Applications and Plans - Creation/Management of Contributor Groups

In IBM Planning Analytics documentation under "Manage existing users and groups on your Planning Analytics database (Cloud only)" there is a statement "As an administrator or modeler, you can manage existing users and groups on your Planning Analytics database and create new groups on the database." (bolding is mine for emphasis) I am a modeler, and was able to successfully create a new group and assign existing users to the group; however, the new group doesn't appear in the Contributors section of the Task edit screen. The Administrator opened the PAW "Administration" environment to review Groups under Users and Groups, then selected the new group to review the list of users assigned to the Group. Without making any changes, the Administrator confirmed the new Group was listed under Groups and the desired Users were assigned to it.  After the Administrator's "review" of the newly minted Group it appeared in the Contributors section of the Task edit screen.

All of this narrative to ask: Is there is a specific roll assignment besides Modeler that must be granted to allow one to fully create a new group without "review" by the Administrator? Or is this the expected process? 

Stuart,

Thank you for the response; the combination PAW Modeler and TM1 Admin makes sense.  I am a Modeler in PAW but have yet to be granted Admin in the TM1 Production environment. I am curious about the "Create new group" button, + icon just to the right of the one you highlighted above. This is the button I was instructed to use, and used to create the groups that did not appear in the Contributors section of the Task edit screen.

Hi Anthony,

The contributors and reviewers for Plans require Workspace groups, not TM1 groups.  This is because the Plans assign permissions to the books and views used in each of the tasks to the contributor and reviewer groups in the same task.

The good news is that you can create a group in Workspace and reuse the group in a TM1 database.  This is done from the users and groups interface for the TM1 database in modeling workbench using this button.

The button to the left adds individual users from Workspace to the database.

Although the group in TM1 is not automatically synchronized as the group in Workspace changes (this is something we should probably implement), you can manually resynchronize the group in TM1 to match the group in Workspace from the context menu when clicking on the group.  This will add or remove users from the group in TM1 to match the group in Workspace.

To answer your question, you need to be a Modeler role in Workspace (with the Admin role in the TM1 database) to create a group in the TM1 database.  You need the Administrator role in Workspace to create and update groups in Workspace. 

One more important detail, in older version of Workspace the Modeler role did not have the ability to see the members of a Workspace group.  We recently changed this (I think in 2.0.96) to better support Modelers adding Workspace groups to a TM1 database (because that Modeler needs to see the members of the Workspace group to know which users to put in the group in TM1).

Let me know if this infomration helps.

------------------------------
Stuart King
Product Manager
IBM Planning Analytics

Original Message:
Sent: Tue August 27, 2024 10:05 AM
From: Anthony Norris
Subject: PAW Applications and Plans - Creation/Management of Contributor Groups

In IBM Planning Analytics documentation under "Manage existing users and groups on your Planning Analytics database (Cloud only)" there is a statement "As an administrator or modeler, you can manage existing users and groups on your Planning Analytics database and create new groups on the database." (bolding is mine for emphasis) I am a modeler, and was able to successfully create a new group and assign existing users to the group; however, the new group doesn't appear in the Contributors section of the Task edit screen. The Administrator opened the PAW "Administration" environment to review Groups under Users and Groups, then selected the new group to review the list of users assigned to the Group. Without making any changes, the Administrator confirmed the new Group was listed under Groups and the desired Users were assigned to it.  After the Administrator's "review" of the newly minted Group it appeared in the Contributors section of the Task edit screen.

All of this narrative to ask: Is there is a specific roll assignment besides Modeler that must be granted to allow one to fully create a new group without "review" by the Administrator? Or is this the expected process? 

Hi Anthony,

Where are the other two buttons?

Normally those two buttons should appear for all TM1 database in Planning Analytics on Cloud.  Is your user account have the PAW modeler role only (not PAW administrator)?

To answer your question...the '+' button adds a group that only exists in the TM1 database.  Plans and Applications use Workspace groups, which is why a group added with the '+' button doesn't appear when assigning contributors and reviewers. 

------------------------------
Stuart King
Product Manager
IBM Planning Analytics

Original Message:
Sent: Thu August 29, 2024 10:26 AM
From: Anthony Norris
Subject: PAW Applications and Plans - Creation/Management of Contributor Groups

Stuart,

Thank you for the response; the combination PAW Modeler and TM1 Admin makes sense.  I am a Modeler in PAW but have yet to be granted Admin in the TM1 Production environment. I am curious about the "Create new group" button, + icon just to the right of the one you highlighted above. This is the button I was instructed to use, and used to create the groups that did not appear in the Contributors section of the Task edit screen.

Hi Anthony,

The contributors and reviewers for Plans require Workspace groups, not TM1 groups.  This is because the Plans assign permissions to the books and views used in each of the tasks to the contributor and reviewer groups in the same task.

The good news is that you can create a group in Workspace and reuse the group in a TM1 database.  This is done from the users and groups interface for the TM1 database in modeling workbench using this button.

The button to the left adds individual users from Workspace to the database.

Although the group in TM1 is not automatically synchronized as the group in Workspace changes (this is something we should probably implement), you can manually resynchronize the group in TM1 to match the group in Workspace from the context menu when clicking on the group.  This will add or remove users from the group in TM1 to match the group in Workspace.

To answer your question, you need to be a Modeler role in Workspace (with the Admin role in the TM1 database) to create a group in the TM1 database.  You need the Administrator role in Workspace to create and update groups in Workspace. 

One more important detail, in older version of Workspace the Modeler role did not have the ability to see the members of a Workspace group.  We recently changed this (I think in 2.0.96) to better support Modelers adding Workspace groups to a TM1 database (because that Modeler needs to see the members of the Workspace group to know which users to put in the group in TM1).

Let me know if this infomration helps.

------------------------------
Stuart King
Product Manager
IBM Planning Analytics

Original Message:
Sent: Tue August 27, 2024 10:05 AM
From: Anthony Norris
Subject: PAW Applications and Plans - Creation/Management of Contributor Groups

In IBM Planning Analytics documentation under "Manage existing users and groups on your Planning Analytics database (Cloud only)" there is a statement "As an administrator or modeler, you can manage existing users and groups on your Planning Analytics database and create new groups on the database." (bolding is mine for emphasis) I am a modeler, and was able to successfully create a new group and assign existing users to the group; however, the new group doesn't appear in the Contributors section of the Task edit screen. The Administrator opened the PAW "Administration" environment to review Groups under Users and Groups, then selected the new group to review the list of users assigned to the Group. Without making any changes, the Administrator confirmed the new Group was listed under Groups and the desired Users were assigned to it.  After the Administrator's "review" of the newly minted Group it appeared in the Contributors section of the Task edit screen.

All of this narrative to ask: Is there is a specific roll assignment besides Modeler that must be granted to allow one to fully create a new group without "review" by the Administrator? Or is this the expected process? 

Hi Anthony,

The contributors and reviewers for Plans require Workspace groups, not TM1 groups.  This is because the Plans assign permissions to the books and views used in each of the tasks to the contributor and reviewer groups in the same task.

The good news is that you can create a group in Workspace and reuse the group in a TM1 database.  This is done from the users and groups interface for the TM1 database in modeling workbench using this button.

The button to the left adds individual users from Workspace to the database.

Although the group in TM1 is not automatically synchronized as the group in Workspace changes (this is something we should probably implement), you can manually resynchronize the group in TM1 to match the group in Workspace from the context menu when clicking on the group.  This will add or remove users from the group in TM1 to match the group in Workspace.

To answer your question, you need to be a Modeler role in Workspace (with the Admin role in the TM1 database) to create a group in the TM1 database.  You need the Administrator role in Workspace to create and update groups in Workspace. 

One more important detail, in older version of Workspace the Modeler role did not have the ability to see the members of a Workspace group.  We recently changed this (I think in 2.0.96) to better support Modelers adding Workspace groups to a TM1 database (because that Modeler needs to see the members of the Workspace group to know which users to put in the group in TM1).

Let me know if this infomration helps.

In IBM Planning Analytics documentation under "Manage existing users and groups on your Planning Analytics database (Cloud only)" there is a statement "As an administrator or modeler, you can manage existing users and groups on your Planning Analytics database and create new groups on the database." (bolding is mine for emphasis) I am a modeler, and was able to successfully create a new group and assign existing users to the group; however, the new group doesn't appear in the Contributors section of the Task edit screen. The Administrator opened the PAW "Administration" environment to review Groups under Users and Groups, then selected the new group to review the list of users assigned to the Group. Without making any changes, the Administrator confirmed the new Group was listed under Groups and the desired Users were assigned to it.  After the Administrator's "review" of the newly minted Group it appeared in the Contributors section of the Task edit screen.

All of this narrative to ask: Is there is a specific roll assignment besides Modeler that must be granted to allow one to fully create a new group without "review" by the Administrator? Or is this the expected process?