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Adaptive Planning
Última actualización: 2026-01-09
Manage Workforce Planning Configurations

Manage Workforce Planning Configurations

  • Work with a Workday-certified implementer to set up this feature. If you don't have access to an implementer, contact your Customer Success Manager to engage Professional Services.
  • Enable and set up Human Capital Management (HCM).
  • Enable and set up Workday Workforce Planning. Workday Workforce Planning is a separate product (SKU) that requires a separate license.
  • In Workday Adaptive Planning, create and register for orchestration the Workday data source credential for the Adaptive Planning instance you want to configure.
  • On the API client that you use for the data source credential, change the scope to include all the functional areas for the data sources and report fields on your planning application.
  • Security:
    • Set Up: Adaptive Planning
       domain in the System functional area. Ensure that you're assigned to a security group with Modify access on this domain.
    • Set Up: Headcount Planning
       domain in the Adaptive Planning for the Workforce functional area. Ensure that you're assigned to a security group with Modify access on this domain.
    • For modeled sheets that contain restricted access to salary details, ensure that you have the
      Access Salary Detail
       permission in Adaptive Planning.
You can configure and activate the workforce planning configuration manager in Workday to reduce the implementation time of headcount planning in Adaptive Planning. The workforce planning configuration manager automatically creates Adaptive Planning:
  • Levels hierarchies.
  • Dimensions and dimension values.
  • Attributes and attribute values.
  • Plan version.
  • Positions modeled sheet and data.
  • Modeled accounts for FTE, Headcount, and Cost of Workforce.
  • Integration data sources.
  • Integration metadata and data loaders.
  • Orchestration tasks.
  • Integration tasks with metadata and data refresh schedules.
  • Workday external systems.
You can configure dimensions like Cost Center, Company, and Location to load into Adaptive Planning as list or hierarchical dimensions.
The orchestration task in Adaptive Planning creates everything except levels and dimension values. Adaptive Planning creates the levels and dimension values after the task completes.
Links to view objects in Adaptive Planning function only for tenants configured with User Sync.
You can only edit the Workday custom reports created by the configuration setup from within the planning configuration manager.
Once you create a planning configuration manager, you can continue to edit it until you activate. After you activate the planning configuration manager, you can still make and activate these changes:
  • Add attributes to existing levels and dimensions.
  • Add custom dimensions.
  • Change the top level hierarchy, Included values, Excluded values, and Advanced Filter values on levels and dimensions.
  • Change your roster sheet filters, but you can't reorder the filters.
  1. Access the
    Manage Workforce Planning Configuration
     task.
  2. Either create a new configuration or change an existing configuration.
  3. Select how you plan to use this planning configuration manager:
    • Use Plan and Execute Tasks
      . Enables you to execute positions directly from headcount and headcount forecast plans created from this planning configuration manager.
    • Plan in Adaptive Planning
      . Enables you to only use this planning configuration manager to manage your headcount data and metadata. You can continue to headcount plan in Adaptive Planning and publish workforce planning actions.
    Once you create your planning configuration manager, you can't change this option. If you created a planning configuration manager before 2023R2, you can edit it and select how you plan to use it.
  4. As you complete the
    Level
     page, consider:
    Opción Descripción
    Dimension
    Select for your level either:
    • Company
      .
    • Cost Center
      .
    • Supervisory Organization
      .
    • A custom organization.
    This dimension becomes unavailable in the
    Dimensions
     page.
    You can select multiple attributes for the dimension.
    Configure
    (Optional) Configure a filter for the level. You can't select:
    • Report fields that contain parameters.
    • Calculated fields with or without parameters.
    If you configure a filter, it applies to both the level and nonhierarchical level attributes.
    • Top Level Hierarchy
       filters only the hierarchies. You can also select midlevel hierarchies.
    • Include
       and
      Exclude
       filter only leaf nodes, and are mutually exclusive.
    When you select a supervisory organization as your level, you can only use these prompts in these combinations:
    • Top Level Hierarchy
       and
      Exclude
      .
    • Include
       only.
    • Exclude
       only.
    Label overrides can't exceed 64 characters.
  5. As you complete the
    Dimensions
     page, consider:
    Opción Descripción
    Dimension
    Select 1 or more dimensions. You can only select primary business object report fields. You can't select:
    • Report fields that contain parameters.
    • Calculated fields with or without parameters.
    To use this planning configuration manager for plan and execute tasks, you must include these dimensions:
    • Compensation Currency
    • Planning Staffing Status
    If you add the Worker dimension and want to include closed positions on your roster sheet, remove
    Active Status
     from your filter.
    Load as List
    Flattens the dimension hierarchy.
    If you select this check box, don't configure the dimension hierarchy as an attribute. If the dimension is hierarchical, we automatically include the hierarchy as an attribute in the background.
    Configure
    (Optional) Configure a filter for each dimension. You can't select:
    • Report fields that contain parameters.
    • Calculated fields with or without parameters.
    If you configure a filter, it applies to the dimension.
    • Top Level
       filters only the hierarchies. You can also select midlevel hierarchies.
    • Include
       and
      Exclude
       filter only leaf nodes, and are mutually exclusive.
    You can select multiple attributes for each dimension.
    Label overrides can't exceed 64 characters.
  6. As you complete the
    Version
     page, consider:
    Opción Descripción
    Plan Version Name
    The version created in Adaptive Planning.
    The name can't exceed 64 characters.
  7. As you complete the
    Roster Sheet
     page, consider:
    Opción Descripción
    Sheet Name
    The modeled sheet created in Adaptive Planning.
    The name can't exceed 64 characters.
    Compensation Basis
    We automatically select
    Total Base Pay
    . You can select other calculation methods.
    Examples:
    • Select
      Total Base Pay
       for workers as Salary.
    • Select
      Total Base Pay
       and
      Bonus
       for workers as Salary and Bonus.
    Configure Filters
    (Optional) Configure additional filters for the data source in Adaptive Planning.
    If you selected
    Use Plan and Execute Tasks
     for this application, we recommend that you filter for supervisory organizations that use the position management staffing model. We don't currently support job management staffing model supervisory organizations in the synced roster sheet and plan and execute tasks. If you continue to include job management staffing model supervisory organizations, your plan administrators and plan participants might select them in error and encounter issues.
    Sheet Definition
    The columns and settings that form the modeled sheet in Adaptive Planning.
    You can select:
    • Attributes for dimensions and levels.
    • Report fields for the primary business object of your level and dimensions for level and dimension-related rows.
    You can't select report fields that contain parameters.
    To see modeled accounts as display-only columns on your headcount plan, add them to the roster sheet in Adaptive Planning Model Management before you configure a headcount plan.
    Select
    Secure Data
     to only display the data to users with access on the
    Compensation Details: Headcount Planning
     domain. With this check box selected for a field:
    • We secure compensation data on headcount plans, headcount forecast plans, and reports.
    • To change the the level dimension value for a position, your planners must have modify access on the
      Compensation Details: Headcount Planning
       domain for both the current and new level. Example: When you plan with Supervisory Organization as your level dimension, planners must have modify access on this domain on both the current and new supervisory organization to change this value on a position.
    We automatically select the check box when you include the Compensation Basis Amount dimension.
    To see target values for Headcount, FTE, and Cost of Workforce in the Headcount Plan task, create custom accounts with these account codes in Adaptive Planning Model Management:
    • TARGET_FTE
    • TARGET_COST_OF_WORKFORCE
    • TARGET_HEADCOUNT
  8. To use this planning configuration manager for plan and execute tasks, complete the
    Map Plan Fields to Task Fields
     page.
    We automatically provide this information using your mapping setup to the
    Create Position
     business process when you execute positions on the
    Execute Headcount Plan
     task. We make these changes immediately available without requiring application activation.
  9. As you complete the
    Preview Data
     page, consider:
    Opción Descripción
    Level
    (Optional) Click
    Preview
     to view the results, including your applied filters.
    If you see required prompts in preview, revisit your previous steps to remove calculated fields. Calculated fields with prompts prevent metadata loads.
    Dimensions
    (Optional) Click
    Preview
     to view the results, including your applied filters.
    If you see required prompts in preview, revisit your previous steps to remove calculated fields. Calculated fields with prompts prevent metadata loads.
    Roster Sheet
    (Optional) Click
    Preview
     to view the results.
    We don't display the roster sheet attributes in the preview, but you can still use the roster sheet attributes on your sheet after you load your data with the planning configuration manager.
    The effective date for all generated reports is the current date to ensure that Adaptive Planning uses a snapshot of Workday metadata as of the current date.
    Example: You create a new organization today and set its effective date for tomorrow. When you preview what you're going to load into Adaptive Planning today, we don't include that new organization. If you preview the load tomorrow, we include the new organization.
  10. As you complete the
    Refresh Schedules
     page for metadata and modeled sheet data, consider:
    Opción Descripción
    Refresh Frequency
    • Daily:
       We automatically select this option. You can change the refresh frequency.
    • Weekly
      : Select the day of the week.
    • Monthly
      : Select the day of the month.
    We don't refresh the headcount and headcount forecast plan versions created using the plan and execute tasks.
    Start Time
    The refresh start time.
  11. On the
    Security
     page, review and correct any security issues preventing you from completing the setup.
    We require you to:
    • Give your ISU access to all of these data sources and report fields.
    • Select the functional areas for all of these data sources and report fields on your API Client Scope.
  12. On the
    Select Instance & Activate
     page, activate an Adaptive Planning instance.
    The list only includes instances of Workday data source credentials registered for orchestration from Adaptive Planning. You can only activate 1 workforce planning configuration manager for each Adaptive Planning instance.
    We only display this page when you activate your planning configuration manager for the first time. After the first time, we display the
    Review Changes and Activate
     page instead.
  13. When you change activated applications, either activate or discard all your changes on the
    Review Changes and Activate
     page.
We automatically create custom reports in Workday that you can't edit or delete. We use these custom reports in the load to Adaptive Planning.
We append (Active) to the name of the workforce planning configuration manager in Workday.
Metadata structures load within 15 minutes of activation, and refresh every 15 minutes. Metadata values load on your configured schedule. To troubleshoot orchestration errors, you can manually trigger the orchestration task from Design Integrations in Adaptive Planning.
Ensure you configure the Workforce Snapshot data loader import
Mode Type
 to:
  • Replace All
     following each orchestration when the planning configuration manager Purpose is configured for Plan and Execute Tasks
  • Update Existing & Add New Rows
     following each orchestration when the planning configuration manager Purpose is configured for
    Plan in Adaptive Planning
    .
You can't drill back from Time Type and Event Classification Subcategory from your modeled sheet because View reports don't exist for them in Workday.
If you no longer want to automatically update Adaptive Planning, unregister the orchestration. When you unregister, the workforce planning configuration manager no longer updates Adaptive Planning.
To deactivate the workforce planning configuration manager, select
Unregister Orchestration
 within the Workday data source credential. After deactivation, we recommend that you delete the planning configuration manager-created items in Adaptive Planning. You delete the integration items first, then the model management items.
You can reregister for orchestration to:
  1. Reactivate the orchestration tasks.
  2. Enable your planning instance for configuration in the workforce planning configuration manager in Workday.
You can't enable reports automatically created by planning configuration managers for Prism. Instead, we recommend that you create copies of these reports and enable those copies for Prism.
In Adaptive Planning:
  • Edit your sheets in the sheet builder to display the number of decimal places that you want.
  • Create your headcount plan, which you can publish back into Workday.
  • Configure data privacy in the sheet builder for the modeled accounts.
  • Enable
    Viewing this sheet or any of its rows requires Salary Detail permission
     on the sheet definition.
  • For headcount planning, create these custom accounts with default formulas for the modeled sheet:
    • Attrition. Use this case-sensitive code: REPORT_TERMINATION
    • Ending Headcount. Use this case-sensitive code: REPORT_HEADCOUNT
    • Filled. Use this case-sensitive code: REPORT_HEADCOUNT_FILLED
    • Open. Use this case-sensitive code: REPORT_HEADCOUNT_OPEN
    • Planned. Use this case-sensitive code: REPORT_NEW_HIRE
    • Starting Headcount. Use this case-sensitive code: REPORT_STARTING_HEADCOUNT
    • Target Cost of Workforce. Use this case-sensitive code: TARGET_COST_OF_WORKFORCE
    • Target FTE. Use this case-sensitive code: TARGET_FTE
    • Target Headcount. Use this case-sensitive code: TARGET_HEADCOUNT
  • (Optional) We recommend that you edit the formulas for these automatically created modeled accounts for the modeled sheet:
    • Headcount.
    • FTE.
    • Cost of Workforce.
    These accounts drive the metrics in various views on headcount planning applications.
  • (Optional) Add additional modeled accounts to calculate additional metrics.
  • (Optional) Sort your modeled sheet columns within the Adaptive Planning modeled sheet builder to set their order.