Concept: Workforce Planning Configuration

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 a modeled sheet.

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.

Configure 1 tenant or instance environment type for a different environment type. Example: You 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 workforce planning configuration manager. Example: You change data sources or loaders after creating them with the workforce planning configuration manager.

Use Adaptive Planning to add, edit, or delete data and rows in modeled sheets created by the workforce planning configuration manager.

Use the Adaptive Planning modeled sheet builder to:

Edit general properties options on the
Columns and Levels
page for modeled sheets created by the workforce planning configuration manager.
Add data entry, dimension, and attribute columns on the
Columns and Levels
page for modeled sheets created by the workforce planning configuration manager.
Edit or delete columns for modeled sheets created by the workforce planning configuration manager.

Use Adaptive Planning level, dimension, attribute, and account admin pages to edit:

Level name, code, level attribute value name, or level attribute value code created by the workforce planning configuration manager.
Dimension name, short name, code, dimension attribute value name, or dimension attribute value code created by the workforce planning configuration manager.
Attribute name, short name, value code, or value name created by the workforce planning configuration manager.
Account code, account attribute value name, or account attribute value code created by the workforce planning configuration manager.

Use Adaptive Planning to import level, dimension, attribute, or account structures that alter the name and code mappings created by the workforce planning configuration manager.