Concept: Using Adaptive Planning with HCM, Financials and AP&C

For the complete Adaptive Planning documentation, see the Adaptive Planning.

Workday Adaptive Planning is a cloud-based financial planning and analysis solution that you can use for:

Financial planning.
Sales planning.
Workforce planning.
Additional capabilities.

You and other users at your company access your model from a computer or mobile device using a standard web browser. Regular backups, hardware redundancy, and industry-leading data access control keep your data safe and secure.

When you use Adaptive Planning with HCM, Financials, or Adaptive Planning and Consolidation (AP&C), you can:

Use your HCM or Financials data in your Adaptive Planning financial, headcount, and workforce plan versions.
Publish approved Adaptive Planning financial, headcount, or workforce plan versions and make them available to Workday.
Use Financials to budget check transactions against your published financial plans.
Create positions in HCM using your published headcount and workforce plan versions.
Reconcile financial transactions or actions in HCM with your published financial, headcount, or workforce plan versions so that you can compare your plan to actuals.

Your administrator can configure your sign-on experience so that you either:

Sign on using a Workday worklet or an IdP provider. You maintain your Adaptive Planning user profile and credentials separately. You don't have access to functionalities like publishing plans.
Sign on using SAML Single Sign-On. You don't maintain your Adaptive Planning user profile and credentials separately. We automatically sync your user profile information and credentials from Workday Core.