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Adaptive Planning
Last Updated: 2023-10-13
Change Visual Preferences

Change Visual Preferences

Use Visual Preferences to:
  • Revert recent user interface updates to the previous release.
  • Enable you to use modeled sheet validation rules on sheets and upon sheet import.
  • Improve projected sheet visibility by darkening gridlines and brightening colors.
  • Display your company logo in the top navigation bar. If you use Adaptive Planning and other Workday products, you can't upload your logo.
  • Enable your team to use avatars for their profiles.

Prerequisites

Security:
General Setup
 permission.

Opt Out of Recent Interface Updates

Adaptive Planning improves the user interface with nearly every release. You can temporarily opt out of any of the updated features.
The option to opt out applies to only one release. In the next release, the new user interface becomes the default and you can no longer disable it.
To turn off the latest updates temporarily:
  1. From the nav menu, go to
    Administration
    .
  2. Click
    Visual Preferences
    .
  3. Clear the
    Apply latest user interface updates
     check box for these features:
    • Sheets, Reports, Dashboards
    • Optimize Sheets toggle for Dashboards
    • Use the Integration Overview page
    • Enable notifications
    The new interface updates listed next to the check box disappears from the interface, reverting to the interface of the previous release.

Enable Modeled Sheet Validation Rules

  1. From the nav menu, go to
    Administration
    .
  2. Click
    Visual Preferences
    .
  3. In the
    User Interface
     section, click these check boxes:
    • Data validations in Sheets
    • Data validations in Import Data (requires Data validations in Sheets)
To set up validation rules for your modeled sheet, see Set Up Modeled Sheet Data Validation Rules.

Enable Interface Updates for Administration Pages

To use the updated interface for administration landing and user pages, you must first enable them.
  1. From the nav menu, go to
    Administration
    .
  2. Click
    Visual Preferences
    .
  3. In the
    User Interface
     section, click these check boxes:
    • Administration Landing
    • Administration Users

Improve Sheet Visibility

  1. From the nav menu, go to
    Administration
    .
  2. Click
    Visual Preferences
    .
  3. In the
    Display Settings
     section, click the
    Enhance the visual contrast in sheets
     check box.
Selecting the option darkens gridlines and brightens the colors of sheets for all users of your instance. Sheet details become easier to view on projectors:
RN_VisualPreferenceResults.png

Change Company Logo

  1. From the nav menu, go to
    Administration
    .
  2. Click
    Visual Preferences
    .
  3. In the
    Customer Logo
     section, select
    Import file
    .
  4. Click
    Choose File
    .
  5. Upload the logo of your company in .JPEG or .PNG file types that are 40MB or less. Your logo displays in the top navigation bar.

Enable Avatars

  1. From the nav menu, go to
    Administration
    .
  2. Click
    Visual Preferences
    .
  3. In the
    User Avatars
     section, click
    Allow avatars.
    Your team or you can upload images to user profiles. See Change Your Profile, Home Page, and Email Groups.