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Adaptive Planning
Last Updated: 2023-06-23
Adaptive Planning User Experience

Adaptive Planning User Experience

We continue to align the Workday Adaptive Planning interface with Workday. We update the layout of the Explore Cell window, sheets overview page, web reports overview, and the contextual help experience. We also provide pagination and search capabilities to improve heavy-content pages, such as the Associations page and the Access Rules page. We also make Adaptive Planning easier to use by delivering several accessibility improvements, such as keyboard navigation and screen reader support.
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Delay the New Interface Changes

Release: 2021-09-11
For convenience, we now enable you to delay the latest user interface changes of each release until the next release. This enables you to complete important business tasks in a familiar setting.
We provide a new Apply Latest User Interface Updates check box on the Visual Preferences page in general settings. We automatically enable the setting so that you can use the newest updates before making your decision. When you disable the setting, we revert the user interface to the state prior to the current release.
By the setting, we also display a list of features that are currently switched on or off. We update the list with each release.

Explore Cell

Release: 2021-10-14

Sheets Overview

Release: 2021-09-11
We now provide:
  • A new look to the Levels drop-down list, including a new icon for elimination levels.
  • A new More icon in the toolbar where you can select Search Cell Notes or Search Audit Trail.
  • A new navigation section, enabling you to access either level-assigned sheets or assumption sheets. We also enable you to collapse or expand the navigation section.
  • A new search field, enabling you to enter keywords to find sheets.
  • New sorting abilities, enabling you to sort the sheet names in descending or ascending alphabetical order.

Reports Overview

Release: 2021-09-11
To provide a more consistent user experience, we update the reports overview page by delivering a new:
  • All option in the navigation, enabling you to access all your reports across all folders.
  • Breadcrumb trail, making it easier to navigate the folder structure.
  • Contextual search, making it easier to find reports within a folder.
  • Icon that you can use to access the contextual menu for a report on each row.
Also, we add new arrow icons that enable you to reorder files in the Favorites folder.
We also update the the Add New menu by:
  • Adding an option to create a new folder.
  • Moving it to the left side of the page.

Workflow Status Updates

Release: 2021-09-11
We provide a new interface for Workflow status updates on the Sheets Overview page. The Workflow Status section opens on the right of the screen. In the new section, we enable you to see who last updated the status, add a note, or change the status.
We enable you to open the Workflow Status section by clicking the:
  • Status indicator next to the sheet name for assumption sheets.
  • Workflow Status indicator from the toolbar for level-assigned sheets.
We also enable you to sort assumption sheets by Workflow status.

View Details on Associations

Release: 2021-09-11
When you click the View Details option on an association in Administration, we now display:
  • A search bar.
  • Pagination.
This improves performance, making it faster and easier to find what you need.

Associated Users Column on the Associations Page

Release: 2021-09-11
We remove the Associated Users column on the Associations page in administration. You can continue to access the associated users when you view details on the association.

Pagination on Access Rules Page

Release: 2021-09-11
We now display pagination on the Access Rules page in administration, improving performance by making it faster and easier to find what you need.

Accessibility

Release: 2021-09-11
We improve accessibility to help comply with the Web Content Accessibility Guidelines 2.1:
  • Assistive technology support with screen readers and magnifiers.
  • High contrast color.
  • Keyboard shortcuts.
  • Screen navigation with logical tabbing, alt text for images.
We provide these accessibility features on high-use pages:
  • Explore Cell
  • Login Page
  • Reports Overview
  • Sheets Overview
  • Welcome Page
You can't use the new Explore Cell user interface and related accessibility in instances with consolidation capabilities.

New Help Center and Contextual Help

Release: 2021-09-11
We provide a new documentation site to provide a more consistent user experience with the Workday Administrator Guide.
We update:
  • Documentation links, including contextual help, to now direct you to the new documentation site.
  • Links to the retired Workday Adaptive Planning Knowledge Center to now direct you to new Workday Adaptive Planning Help Center Home page.
The Japanese localized content is not yet available. We plan to deliver it in a future update.

Japanese Localized Content in Help Center

Release: 2021-10-15
We now support Japanese localized content in the Adaptive Planning Help Center.