Skip to main content
Documentation
Documentation
Administrator Guide
Last Updated: 2023-06-23
Create Headcount Plan Structures for Adaptive Planning

Create Headcount Plan Structures for Adaptive Planning

  • Configure the Workday Data Source and load your ledger account and dimension metadata.
  • Security:
    Set Up: Plan Publishing
     in the Adaptive Planning for Financial Plans functional area or Adaptive Planning for the Workforce functional area.
Plan structures are the foundation for your Workday Adaptive Planning plans in Workday. The structures determine:
  • The type of plan.
  • The fiscal schedule and periods on which to build the periods and duration.
  • The ledger accounts and dimensions available to include when defining plans.
  • Whether plans require approval, and other key attributes.
Once you create a plan structure with the same accounts and dimensions that you use on your Adaptive Planning headcount plan, you can create a plan template and then publish to the plan template.
You can use the same structure for multiple companies.
  1. Access the
    Create Plan Structure
     or
    Edit Plan Structure
     task.
  2. Select
    Headcount
     as the
    Plan Type
    .
  3. As you complete the task, consider:
    Option Description
    Use Amendments/Approval
    Workday automatically selects this check box. When you publish your plan, we make the plan available to you in
    Draft
     status so that you can verify your plan before you submit it for approval.
    With this check box selected, you require approval for new plans.
    Allow Negative Headcount Value
    (Optional) Enables users to use negative headcount or cost and FTE targets.
    Example: You might want to represent losses due to attrition for a dedicated organization in a hierarchy.
    You can set this option at any time during the planning process. Once selected, you can clear it only if no lines exist on the headcount plans that use this structure.
  4. On the
    Schedule
     tab, select
    Period
     on the
    Plan Entry By
     prompt.
    When you plan by period, Workday bases plan periods on the periods of the fiscal schedule.
  5. As you complete the
    Structured Dimensions
     tab, consider:
    Option Description
    Organizing Dimension Type
    Requires that you enter a plan for 1 dimension value at a time per plan, and per period. This entry method streamlines review and approval.
    Example: You want to view plan balances by the region dimension only on the
    Current Plan
     report.
    Disable Related Worktags in Worksheets
    (Optional) Disable worktag type precedences for all associated plan workbooks that use this plan structure. Disabling the related worktags avoids duplicate plan lines for optional dimensions that use related worktags.
    Dimension
    Select the dimensions you want as available worktags when you create plans that use this structure. Match these dimensions to the accounts and dimensions on your headcount plan in Adaptive Planning.
    To plan by project-related headcount, select
    Project
     as a dimension. Workday doesn’t include project information in the baseline plan, but you can add it to the workbook for your plan.
    You can only add
    Employee
     as a dimension if you also add
    Position
     as a dimension. You can't add
    Employee
     as a required dimension.
    To plan by diversity in your workforce, select
    Ethnicity
     as a dimension.
    Required
    Select to require the dimension for entry on each plan line. If you select the dimension as the
    Organizing Dimension Type
    , you must require entry of the dimension.
    Members to Include/Exclude
    You must select
    Include All Members
     for each of the dimensions you plan by so that you can publish. This option enables you to display all members of the dimension and top-level hierarchy (if applicable) as available worktags during entry and for updates of plan details.
  6. Select an
    Account Set
     if
    Ledger Account
     is a dimension on your plan structure.
    An account set identifies the available ledger accounts that Workday can use when you create your headcount plan with cost of workforce and plan to actuals reporting.
You can now create a plan template for your company based on this structure. Workday makes your Adaptive Planning plans available to your downstream users using plan templates. Once you create plan templates based on the structure, you can only revise the structure definition in these ways:
  • Rename the structure.
  • Add additional optional structured dimensions to the structure.
  • Exclude structured dimensions as long as no plan lines exist with those dimensions.
Create a plan template based on your plan structure.
To compare structures, access the
Plan Structures
 report.