Concept: Navigation Quick Tour
Watch the video or read ahead:
Top Toolbar
Every page in the model has the same toolbar across the top.
Option | Description |
|---|---|
1 | Open the main navigation menu, where you can access different areas of the model. |
2 | Link back to where you've been. Example: If you're currently on the P&L sheet, click Sheets to go back to the sheets overview. |
3 | Select the version. Your default version is bold, and your admin sets your default version. |
4 | Open contextual product documentation topics. |
5 | Open the Notifications page, where you can view and manage notifications. |
6 | Open a drop-down menu from your profile avatar. |
Main Navigation Menu
Depending on the permissions that you have, we display these main navigation menu options:
Option | Description |
|---|---|
Sheets | View, enter, and update data on sheets. To set up and maintain your sheets, access the Modeling area from the main navigation menu. |
Assumptions | View, enter, and update data on user-assigned sheets. To set up and maintain your assumption sheets, access the Modeling area from the main navigation menu. |
Reports | Build, view, and share web reports that display data from your model. |
Dashboards | View and build dashboards that contain charts and sheets. Modify dashboards, charts, and sheets for sales planning. |
Scenarios | Create personal scenarios that are based on plan versions. Scenarios enable you to test changes before merging the changes into the version. |
Announcements | View reports and other information that your administrator has shared. |
Consolidation | View intercompany eliminations and create journal entries for businesses that have multiple organizations. |
Processes | Collaborate with your team to complete your planning cycle using assigned process tasks.
The functionalities in this area relate to the legacy workflow and process tracker feature. We recommend that you uptake configurable workflows, a new framework that enables you to design, orchestrate, and execute planning cycles. You can create reusable workflow definitions using a graphical builder, assign tasks dynamically to users, user groups or associations, and manage the entire lifecycle within Hubs. This feature replaces the legacy workflow and process tracker. See Steps: Set Up Configurable Workflows. |
Workflow | Approve and reject levels within plan versions and actuals.
The functionalities in this area relate to the legacy workflow and process tracker feature. We recommend that you uptake configurable workflows, a new framework that enables you to design, orchestrate, and execute planning cycles. You can create reusable workflow definitions using a graphical builder, assign tasks dynamically to users, user groups or associations, and manage the entire lifecycle within Hubs. This feature replaces the legacy workflow and process tracker. See Steps: Set Up Configurable Workflows. |
Formulas | Maintain shared formulas for selected levels and versions. |
Publish Plans | Publish financial or headcount plans from Adaptive Planning into Workday Financials (FINS) or Workday Human Capital Management (HCM). |
Modeling | Set up and maintain your model, including your:
|
Administration | Maintain your:
|
Integration | Manage and design integrations with external data sources, like:
Import or export data manually. |
Support | Provide product feedback and get product support through product documentation, customer support, and training. |