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Administrator Guide
Last Updated: 2024-08-23
Steps: Publish Headcount Plans from Adaptive Planning

Steps: Publish Headcount Plans from Adaptive Planning

  • Sync the user profiles of all users involved in the publishing process.
  • Configure the Workday data source and load your ledger account and dimension metadata.
  • Enable users to publish plans on the
    Tenant Setup
     report.
  • Security:
    Set Up: Plan Publishing
     in the Adaptive Planning for Financial Plans functional area or Adaptive Planning for the Workforce functional area.
Publish headcount plan versions from Workday Adaptive Planning to Workday HCM so that you can:
  • Preview plans in Workday.
  • Generate management reporting.
Workday uses plan structures and plan templates to make Adaptive Planning plans available in Workday. You can create your plan structure and plan template before or after you create and approve your Adaptive Planning plan.
  1. Access the
    Maintain Entry Types
     task.
    Define a plan entry type for the
    Headcount
     plan type to identify the plan lines for this plan type. You associate an entry type with a plan structure when you create a plan template.
    Security:
    Set Up: Plan Publishing
     in the Adaptive Planning for Financial Plans functional area or Adaptive Planning for the Workforce functional area.
You can use the
Find Plan
 report to find plans that you published.