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cons1
Jul 8, 2026 10:24 AM UTC
Solved

Workforce Planning - decentralize data in register and plan

Hi OneStream

 

We are aiming to assign responsibility for salary updates at the cost center level. To support this, we have built a base workflow with a separate step for each cost center, this step will have a workspace (contains workforce planning), import to load processes, enabling users to work on and sign off on one cost center at a time. This works well when a user has access to only a single cost center. 

 

When the finance user ( who has access to all cost centers accesses one of the cost center workflows, the data for All cost centers is brought in and attempted to be processed within that cost center workflow.  The filtering for the register and processing of data is not controlled by the workflow, but by the user only. This means it is not possible to update and process one cost center at a time if the user has access to more than one cost center, as it is centralized.

 

In the new workforce planning solution most logic is encrypted, so we cannot go and review the code for processing the data or filtering of data to be selected in a specific workflow. There might be an option to use the custom service factory to build our own code, but we need assistance in this area. 

 

Our primary objective is to filter the Cost Center column in both the Register and Plan screens based on the selected workflow step. Could you please advise how this can be achieved, or whether there is a recommended approach for supporting this use case?

 

This functionality is particularly important for our implementation, especially since we originally discussed leveraging People Planning, which is unfortunately no longer available for download during the course of the project.

 

We would greatly appreciate your assistance and any recommendations you can provide. 

StefanoAnswer
Member
Jul 27, 2026 8:50 AM UTC

Please have a look at this and upvote if you agree. 

Enable LIM for process control by dimensionality (not security) | Community

If you have found a way to solve your case, please let me know how as I don’t see any option with PV9.0.0_SV201 i.e. I would go full custom

Thank you

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8 replies

jbrem
Contributor
Jul 9, 2026 4:35 PM UTC

We used the workflow channel.  Then all users, including finance, only see what is in the current workflow they are in.  There’s a master load that the admin uses to seed the data (could also be assigned to the finance team if needed)

cons1Author
Jul 27, 2026 10:29 AM UTC

Thank you, jrem. We have thought about this, but unfortunately, this will be high maintenance since our workflow is one step per cost center number.

StefanoAnswer
Member
Jul 27, 2026 8:50 AM UTC

Please have a look at this and upvote if you agree. 

Enable LIM for process control by dimensionality (not security) | Community

If you have found a way to solve your case, please let me know how as I don’t see any option with PV9.0.0_SV201 i.e. I would go full custom

Thank you

cons1Author
Jul 27, 2026 10:27 AM UTC

I agree; whether it is an entity or a cost center, it should follow the OneStream setup. This is causing issues because everyone can see the data in one view, and it does not decentralize the process.  

For us, some cost centers are completed before others, and processing takes all data instead of the cost center the user is on. The OS workflows are setup at the cost center level to segregate the duties. But then, no matter which workflow the user goes, it can see all cost centers he has access to.
 

Krishna
Expert
Sep 30, 2026 4:04 AM UTC

I tried the below Option & It worked.

  1. Create a WF with Import only by CC or Division. Load those specific CC.
  2. Utilize the OOB dashboard Extender rule to load the data from Stage to Register. It should have a condition User or Group is part of that CC then load only those specific data.
  3. Utilize the OOB solution for the Security at the register level.
  4. Define the cube security.
  5. If you need to process only specific CC from Register to Cube then you have to modify the connector rule based on the User or Group so it will only load the specific CC into the Cube.

Thanks

Krishna

Stefano
Member
Sep 30, 2026 11:30 AM UTC

The problem isn’t that you can’t import a slice to the stage (unless you hit replace all and have access to a second slice ;-)...) or from the stage to the cube. The problem with LIM is, that it uses security to control the process instead of workflows and dimension related drop-down filters (e.g. plant, cost center) and this breaks many real life business cases.
Security is here for authentication and authorization, not process control.

LeeB
Contributor
Oct 7, 2026 3:28 PM UTC

It seems a strange decision to decouple Workforce Planning from Workflow when it comes to the Register and Calculated Plans.  Causes a number of issues with usability.   

    LeeB
    Contributor
    Oct 7, 2026 3:30 PM UTC

    I know everything is headed towards Genesis and this might mean there is less reliance on the Workflow Engine in time, but right now LIM is replacing People Planning instances in much wider Workflow-driven planning processes and to have the solution behave so differently to how other elements of the plan behave is very confusing for users. 

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