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Administrator Guide
Last Updated: 2026-03-27
Publish Financial Plans from Adaptive Planning

Publish Financial Plans from Adaptive Planning

In Adaptive Planning
Give the publishing user in Adaptive Planning the
Publish Financial Plan into Workday
 permission.
Configure the Workday Data Source.
Set Up Workday External Systems for Adaptive Planning. When you configure the Workday External System, indicate:
  • Import Overrides for Workday Ledger accounts that import to Adaptive Planning subaccounts.
  • Needed Export Overrides for Adaptive Planning accounts, levels, and dimensions that publish to Workday.
  • Account Rollups for Adaptive Planning subaccounts that publish to a Workday Ledger Account.
  • Ignore Overrides to prevent specific Adaptive Planning accounts and levels from publishing.
Set the Level
Publish Currency
 for the levels you publish so that currencies convert to the correct Workday Company Base currency.
Currency values with more than 2 digits of precision in Workday Adaptive Planning round up when publishing to Workday Financials. Any values of 0.05 or greater round up to 0.10.
In Workday
Configure the Plan Structures and Plan Templates for Adaptive Planning.
  • Security:
    Set Up: Plan Publishing
     in the Adaptive Planning for Financial Plans functional area.
    • Give the user-based security group for Adaptive Plan publishers
      View
       and
      Modify
       access for
      Report/Task Permissions
      .
    • Give the user-based security group for Adaptive Plan publishers
      Get
       and
      Put
       access for
      Integration Permissions
      .
For enhanced publishing, enhanced error messages, and the ability to cancel in-progress publishes, edit the Publish Plans API client to add
Scope (Functional Areas):
Tenant Non-configurable
.
Publishing a financial plan enables you to
  • Preview drafted budgets in Workday.
  • Generate management reporting.
  • Execute budgetary control.
Publishing a plan minimizes the need to manually synchronize data between Adaptive Planning and Workday. You can also create import and export mapping to match values across planning and financial hierarchies.
  1. Select
    Publish Plan
     from the main menu of Adaptive Planning.
  2. As you configure the Financial Plan, consider:
    Option Description
    Publish Type
    Select
    Financial
    .
    Version
    Determines the Adaptive Planning version to publish from. Only planning versions with the
    Publishing Access
     setting
    Financial Plans
     display in this list.
    Publish by Period Range
    (Optional) Select only the contiguous periods you want to publish from a version.
    • From Period
      : The starting period for your period range.
    • To Period
      : The ending period for your period range.
    Plan
    Select the draft template in Workday you want to publish the financial plan into for down-stream accounting users.
    You can't see or select plans spanning more than 10 years. To publish more than 10 years at once, you can use a linked virtual parent/child plan structure that combines to a plan larger than 10 years.
  3. Click
    Publish
    .
  4. (Optional) Click
    Refresh
     to check on publication status.
    When you enable enhanced publishing, select a publish task to view the latest status and details. Click
    Refresh
     to update the task status and details.
  5. (Optional) Click
    View Job Results
     for a list of links to the Workday Process Monitor for each period submitted in the plan.
    When you enable enhanced publishing, we remove
    View Job Results
     and display the full details of a selected a publish. Status and error messages provide detailed information on the processing steps of the publish. You can determine where in Adaptive Planning issues occur by viewing
    Planning Context
     for the:
    • Level
    • Dimension
    • Account
  6. (Optional) When you enable enhanced publishing, you can click
    Cancel Publish
     to stop a running publish.
    When you click
    Cancel Publish
    , none of the plan publishes into Workday. We strongly recommend you republish any canceled publishes to ensure the final state of your publication in Workday.
The financial plan you publish populates the draft plan in Workday. If a warning message or error displays in the
Details
 column, click the link to view it.
Review and update the draft in Workday as needed and submit it.