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Adaptive Planning
Set Up Adaptive Planning Worklet

Set Up Adaptive Planning Worklet

  • Ask your security administrator to configure the
    Access Adaptive Planning
     domain with security groups that include your Workday Adaptive Planning users.
  • Security:
    • Security Configuration
       in the System functional area.
    • Set Up: System
       in the System functional area.
    • Set Up: Tenant Setup - Adaptive Planning
       in the System functional area.
    • Set Up: Tenant Setup - General
       in the System functional area.
    • Set Up: Tenant Setup - Worklets
       in the System functional area.
Use security groups and the
Access Adaptive Planning
 domain to automatically add the
Adaptive Planning
 worklet to the
Home
 page of your Workday Adaptive Planning users. Adaptive Planning users can use this worklet to sign in to Adaptive Planning.
For your Adaptive Planning user security group, we recommend that your security administrator:
  1. Creates a user-based security group named All Adaptive Planners.
  2. Gives this security group View and Modify access.
  3. Adds this security group to the
    Access Adaptive Planning
     domain.
  1. Access the
    Maintain Dashboards
     report.
  2. Edit the
    Home
     dashboard.
  3. In the
    Worklets
     grid, add the
    Adaptive Planning
     worklet.
  4. In
    Required for Groups
    , add the security group for Adaptive Planning users.
  5. Select
    Required?
     to display the worklet always on the
    Home
     dashboards of your planners.
If you don't use an IdP provider, configure the
Adaptive Planning
 worklet so that your users can sign in.