Steps: Configure UPA for Adaptive Planning (For First-Time Implementations)
- For Adaptive Planning multi-instance setup:
- The implementor (admin) needs to be part of the parent instance.
- The parent instance must be set up as the default instance.
- These domains in the System functional area:
- Set Up: User Provisioning
- Report: User Provisioning Status
- Manage: Workday Adaptive Planning User Provisioning
For users implementing SSO and user sync for the very first time, we recommend the Unified User Provisioning and Authentication (UPA) configuration. UPA provides a more streamlined and secure method for managing user access to Workday Adaptive Planning.
- Configure User Provisioning Workspace (UPW) for enabling security groups for provisioning and setting up access to the workspace.
- Validate that users are synced into Adaptive Planning.
- Configure Unified Access Management (UAM) to automate the management of permissions and security groups across Workday and Adaptive Planning.