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Administrator Guide
Last Updated: 2026-07-24
Steps: Configure UPAS for Adaptive Planning (For First-Time Implementations)

Steps: Configure UPAS for Adaptive Planning (For First-Time Implementations)

  • For Adaptive Planning multi-instance setup:
    • The implementor (admin) needs to be part of the parent instance.
    • The parent instance must be set up as the default instance.
  • Enable the Adaptive Planning functional area.
  • If you haven't already enabled global navigation in core Workday:
    1. Access the
      Maintain Feature Opt-Ins
       report.
    2. Search for
      Global Navigation Menu Categories
       under
      Features
      and select
      Opt In to Feature
      .
    3. Sign in and sign out to see the new navigation menu.
  • These domains in the System functional area:
    • Set Up: User Provisioning
    • Report: User Provisioning Status
    • Manage: Workday Adaptive Planning User Provisioning
For users implementing SSO and user sync for the very first time, we recommend the Unified Provisioning and Authentication System (UPAS) configuration. UPAS provides a more streamlined and secure method for managing user access to Workday Adaptive Planning.
To enable UPAS for a non-production environment, use a Workday IMPL tenant rather than Sandbox. Due to the weekly tenant refresh, Sandbox tenants are wiped of any changes you make to authentication. This results in users not being able sign in.
  1. Configure User Provisioning Workspace (UPW) for enabling security groups for provisioning and setting up access to the workspace.
  2. Validate that users are synced into Adaptive Planning.
  3. Configure Unified Access Management (UAM) to automate the management of permissions and security groups across Workday and Adaptive Planning.