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Administrator Guide
Last Updated: 2024-09-20
Concept: Financial Planning Configuration

Concept: Financial Planning Configuration

The financial planning configuration manager enables you to quickly configure Workday Adaptive Planning for financial planning, including Adaptive Planning and Consolidation (AP&C).
The financial planning configuration manager enables you to configure Adaptive Planning:
  • Level hierarchies.
  • Dimensions and dimension values.
  • Integration data sources, loaders, and task.
  • Default and alternate calendars.
  • Actuals data.
  • Actuals version.
  • Currencies, including translated currencies.
  • Actuals data from managed journal line summaries.
  • Scheduled refreshes.

Benefits

The financial planning configuration manager enables you to:
  • Avoid swapping between Workday and Adaptive Planning during setup.
  • Skip multiple administration pages in Adaptive Planning.
  • Automatically configure and populate data sources and loaders behind the scenes.
  • Automatically configure the actuals version.
  • Preview and explore how the metadata and data from Workday will populate in Adaptive Planning.
  • Surface missing or required security settings before you activate.
  • Set the refresh schedule of Workday metadata and data into Adaptive Planning.
  • Select which Adaptive Planning instance to configure.
  • Submit all application configuration settings at once.

Restrictions

When you use the financial planning configuration manager, you can't:
  • Configure 1 tenant or instance environment type for a different environment type. Example: You can’t configure an Adaptive Planning preview instance for a Workday production tenant.
  • View or pull in changes made directly within Adaptive Planning data sources and loaders back into the financial planning configuration manager. Example: You change data sources or loaders after creating them with the financial planning configuration manager.
  • Use Adaptive Planning to import level, dimension, attribute, or account structures that alter the name and code mappings created by the financial planning configuration manager.