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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 to provide a more consistent user experience.

Reset Password Experience

Release: 2023-03-11
We provide a new look and feel adopting Workday design patterns for the reset password experience.

Welcome Page

Release: 2023-03-11
We provide a new look and feel adopting Workday design patterns for the Welcome page.

Visual Preferences Page

Release: 2023-03-11
With this update, we automatically enable new user interfaces by removing these check boxes from the Visual Preferences page in Administration:
  • Dashboards Overview
  • Matrix Report Viewer
  • Workflow

Sheets Overview

Release: 2023-03-11
To improve the user experience, we redesign the Sheets overview page. We provide a new:
  • Add New button with the options Level Assigned Sheet and Assumption Sheet. The options open the existing new sheet workflow in modeling.
  • More menu in each sheet row to Rename, Edit, and Delete the sheet. The Edit option opens the existing edit sheet workflow in modeling.
The new updates only display if you have the Model includes: sheets, accounts, dimensions, and formulas permission.

Matrix Reports

Release: 2023-03-11
To provide a more seamless user experience, we update matrix reports in Adaptive Planning by:
  • Enabling you to expand or collapse all parameters in the report viewer. By default, the parameters display as expanded. The expanded or collapsed state of the parameters persists when you run or save the report.
  • Providing a new look and feel for the report snapshot page.
  • Providing a new report download page. From this page, you can navigate to the reports overview.
  • Providing a new look and feel for the prompting parameters page for matrix reports and report books. From this page, you can now cancel out and return to the report page that you were last on.
  • Refreshing the whole page in the matrix report viewer after you select Save As or change a report parameter. Refreshing the whole page instead of sections avoids stale data.

Accessibility on Modeling

Release: 2023-03-11
We continue to improve accessibility to help support the Web Content Accessibility Guidelines 2.1.
We continue to deliver this assistive technology support with screen readers and magnifiers:
  • Keyboard shortcuts.
  • Screen navigation with logical tabbing and alt text for images.
We continue to provide this accessibility functionality on high-use pages in Modeling:
  • Levels and Dimensions pages.
  • Accounts pages.

Accessibility on Sheets

Release: 2023-03-11
We continue to improve accessibility on sheets to help support the Web Content Accessibility Guidelines 2.1.
We continue to deliver this assistive technology support with screen readers and magnifiers:
  • High-contrast color.
  • Keyboard shortcuts.
  • Screen navigation with logical tabbing and alt text for images.
We continue to provide this accessibility functionality support with screen readers and magnifiers on high-use features in Sheets:
  • Cell notes.
  • Context menus.
  • Sheet grid.