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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.

Link to Location from Account and Level Searches

Release: 2024-03-09
To provide more insights as you manage accounts and levels, we improve the search functions in the Modeling area. We provide a new link in the Location column of the search results. When you click the link, we return you to the hierarchy list where we highlight the specific account or level in place. This feature enables you to see the placement of the account or level in the hierarchy.

Welcome Page

Release: 2024-03-09
We provide a new Top Apps section on the Welcome page, giving you quick access to Sheets, Reports, and Dashboards.

New Look for Model Management and Administration

Release: 2024-03-09
We update the look of the Model Management and Administration pages, aligning it with Workday user interface and accessibility standards.

Changes to User Interface

Release: 2024-05-10
To provide a more consistent user experience, we update the Adaptive Planning user interface by now:
  • Removing the blue banner on overview pages across all product areas.
  • Moving the Add New button on the Sheets, Reports, and Dashboards overview pages to a new location below the top menu bar.
  • Formatting search fields and data tables with round corners.
  • Changing icon color, size, and style.
  • Formatting cube sheet alternative dimension filters with borders.

User Administration

Release: 2024-05-10
To improve the user experience and accessibility, we now provide new interfaces for the Administration landing and user management pages. From the new UI pages, we now provide:
  • In-context actions menu to edit, email, and delete users.
  • Real-time validation messages while editing user fields.
  • Auto-population for some fields such as Salesforce username and NetSuite email.
  • Improved pagination which maintains the original page state.
To view the new UI pages, you must first enable these options from the Visual Preferences page under Administration:
  • Administration Landing
  • Administration Users