News
Abstract
The following updates are available in release 2.0.107 of Planning Analytics Workspace.
Content
You can now set permissions on multiple assets at once in both the Reports and Analysis and the Data and Models areas.
You can select multiple items by selecting the corresponding checkboxes, then use the new Set permissions option in the multi-select toolbar to apply the changes to all items at once.
When a folder is included in your selection, a new Apply permission changes recursively option appears (enabled by default) to apply the permission updates to all nested content. This option also appears when copying or moving assets, which allows you to define permissions before the action begins. Previously, permissions were set in a separate dialog after you started copying or moving the asset.
Additionally, the Edit only permission is renamed to View and edit to better reflect its function.
Note: These changes do not apply to Plans and Applications.
Content navigation is now faster in the Reports and Analysis, Data and Models, and Plans and Applications areas.
The performance improvements also result in faster load times when you browse folders (especially folders with many assets) and when you copy or move content.
To support these improvements, Planning Analytics Workspace now uses end-string truncation for long asset names and displays the full name in a tooltip. You can re-enable mid-string truncation by selecting the Mid truncation field in the Settings icon from each content navigation page, but doing so might reduce performance when you are selecting assets.
Specify a custom notification messages when processes exit early when run from an action button.
You can use action buttons in Workspace books to run TurboIntegrator processes. Previously, if a process that was run from an action button returned a quit status, the action button treated it as a successful run and displayed the success message. With this feature, you can now configure distinct messages for both successful and quit outcomes, which gives users clearer feedback when a process exits early.
Customize notifications from the Customize notifications section in the Action button configuration page:
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In Edit mode, select the action button that you want to configure.
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Under Properties > Configure, navigate to the Customize notifications section.
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Specify the messages for the Success and Quit statuses.
Open process logs in a dedicated workbench tab
View and debug process logs in a separate tab while working with the process.
You can now open process logs as a separate tab in the modeling workbench. Previously, logs were only available in a modal window. With this enhancement, you can open logs in multiple tabs and monitor them in real time while editing or running processes, which makes process development and troubleshooting more convenient.
Open process logs as a separate tab from the Processes node on the Databases tree in a modeling workbench:
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On a modeling workbench, expand the database where you want to examine process log files.
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Right-click the Processes node, then click Process logs.
The logs open in a new workbench tab.
Hierarchy editor "expand all" option no longer reveals hidden members
From the hierarchy editor, the Expand all button no longer reveals members that were previously hidden by using the Keep or Hide options. This change makes sure that hidden members remain hidden even when expanding all consolidated members.
You can still expand or collapse individual members using the icons next to their names without affecting hidden members. This update helps preserve your customized view when working with large or complex hierarchies.
Automate plan actions with workflow processes
Use workflow processes to trigger TurboIntegrator actions based on user activity in Planning Analytics Workspace plans.
You can configure TurboIntegrator processes to run when tasks are activated or deactivated, when contributors take ownership or submit changes, and when reviewers approve or reject submissions.
Workflow processes pass plan-specific details (such as the plan ID, task ID, and member from the data accountability hierarchy) into the TM1 process. You can also define static values for parameters, making it easier to reuse processes across multiple events. Use workflow processes to perform tasks such as assigning security, managing TM1 groups, and locking or unlocking data slices by using the TM1 security overlay feature.
Processes run under the credentials of the user who triggered the event and execute after the plan state is updated. To ensure successful execution, users must have appropriate access in the TM1 Database.
Workflow processes are disabled by default. To enable workflow processes, go to the Planning Analytics Administration page, click the Features tab, then enable the Workflow processes field.
Assign ownership and track progress with data accountability
Use data accountability to assign specific slices of cube data to Planning Analytics Workspace groups in your plan.
This makes contributors and reviewers accountable for submitting changes, analyzing data, and approving or rejecting submissions for their assigned members in a TM1 hierarchy.
You configure accountability with a validated subset or hierarchy from your TM1 model. Each member becomes a node with a workflow state (available, reserved, pending, complete, or in progress) tracked in a state cube. As users interact with the plan, node states update automatically, and changes cascade to ancestor and descendant nodes to reflect progress.
Data accountability also introduces task history, notifications, and TM1 objects that support tracking and automation. Contributor and reviewer actions, like taking ownership, submitting, approving, or rejecting, are logged and trigger updates to the plan state. This structured workflow experience helps you manage responsibility across your planning process and mirrors key aspects of TM1 Applications.
Data accountability is disabled by default. To enable data accountability, go to the Planning Analytics Administration page, click the Features tab, then enable the Data accountability field.
Capabilities access setting in no longer available in Planning Analytics Administration
The Capabilities access setting is no longer available in Planning Analytics Administration. This means that you can no longer grant capabilities access for environments to users that are not members of that environment.
When managing user environments in Planning Analytics on Cloud, you can no longer enable or disable the Capabilities accesstoggle for environments for which you are not a member.
To modify capabilities in a remote environment, first add the logged-in user to that environment, then enable the capability from within the environment. This change helps ensure that access permissions align with the specific environment.
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Document Information
Modified date:
10 September 2025
UID
ibm17244016