Workday Adaptive Planning
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What Is Workday Adaptive Planning?
Workday Adaptive Planning is a cloud solution for planning, forecasting, reporting, financial consolidation, dashboards, modeling, analysis, and collaboration.
Our Goals
Improving upon our existing Workday system, our Adaptive Planning goals are to:
Enhance transparency of the new budget model leveraging Workday Facilitate multi-year planning within Workday Adaptive Simplify the process of financial data analysis leveraging core financial system Unify user experience of budget planning process leveraging Workday
What’s In It For Me?
Feature Benefit
Dashboards Interactive visualizations and charts
Integrations Save time and improve accuracy with automated data loads
Single Source of Truth Improve accuracy and replace gap systems
Contact
Please contact Cassandra Myles, Financial Manager, if you have any questions about Workday Adaptive Planning.
Resources
  • Access Workday Adaptive Planning
  • Workday Adaptive Planning User List (requires authorization)
  • Workday Adaptive Planning Glossary
  • ServiceNow - View Knowledge Articles, job aids, security request form, and more
  • Course Catalog – Helpful training for those new to Workday Adaptive Planning
    Course Description Learning Resources Audience Requirement
    Introduction to Workday Adaptive Planning This course is designed for all Workday Adaptive planning users and serves as a prerequisite for all subsequent Workday Adaptive Planning course. Participants will be provided with a basic overview of the Workday Adaptive Planning & functionality including: access, basic navigation and terminology.

    Instructor-Led Training (View Recording)

    Job Aid (ServiceNow)

    		 All Adaptive Planning Users Recommended
    Dashboards 101 This course is designed for all designed for all Workday Adaptive planning users to understand Dashboards and relevant reports in Adaptive Planning. You will learn how to access revenue models and sheets, customize dashboards and access reports.

    Instructor-Led Training (View Recording)

    Job Aid (ServiceNow)

    		 All Adaptive Planning Users Recommended
    What’s New with Dashboards? This course is designed for all designed for all Workday Adaptive planning users to understand Dashboards and relevant reports in Adaptive Planning. You will learn about updates made to dashboards.

    Instructor-Led Training (View Recording)

    Job Aid

    		 All Adaptive Planning Users Recommended