Concept: Publish Plans from Adaptive Planning

A plan, for publishing purposes, is an Adaptive Planning plan version containing:

A date range.
Levels.
Accounts.
Dimensions.
One or more sheets.

When you publish, you send the data of the Adaptive Planning version as drafts into Workday HCM, Financials, or financial budgets for Adaptive Planning and Consolidation (AP&C). Publish plans so that you can:

Preview plans in Workday.
Generate Management Reporting.
Expedite position creation without requiring review.

Before you can publish a Financial or Headcount plan, a Plan Administrator in Workday builds a plan structure and creates plan templates. The plan templates contain the dimensions, ledger accounts, time periods, and start and end dates that line up with Adaptive Planning version start and end dates.

Before you can publish Workforce Planning Actions, a Plan Administrator in Workday configures a Workforce Planning Action Event task.

Within the Adaptive Planning Version Admin, an administrator selects a version and enables publishing access for one or more of these plan types:

Financial, which works for AP&C as well as Workday Financials.
Headcount
Workforce

You can access

Publish Plan

from the main navigation menu in Adaptive Planning when you have the Administrator role and at least one of these permissions:

Publish Financial Plan into Workday.
Publish Headcount Plan into Workday.
Publish Workforce Action Plan into Workday.

Your publish permissions determine the plan types you can publish. Select a plan to publish to, configure any settings and mappings, and publish.

You can publish Workforce Plans directly from a position modeled sheet, enabling you to view the filtered rows that make up the plan when publishing.

Publishing doesn't support Worktag Type Precedence, where selecting a worktag automatically selects other worktags.