Edit Plan Workbooks

Create a plan workbook.

Security:

Worksheets
domain in the System functional area.

Manage: Project Budget
domain in the Projects functional area.

You can edit plan workbooks to:

Build and link models.

Update plans from workbooks.

Plan for your baseline and forecast budgets.

Access your plan workbook.

Make changes to your plan workbook data.

The workbook must be in In Worksheets
mode. You can't change workbooks in Draft
mode.

The active plan entry area displays inside a green dashed outline in the plan sheet. Changes you make in this area update your plan when you initiate the

Update Plan from Workbook

task. Changes you make outside of the active plan entry area don't update the plan.

Follow these guidelines to work with cells in the plan entry area:

All cells with Workday dimensions are prompts with values set by the plan structure. To search for prompt values, enter a value or click

Alt + Down Arrow

Option + Down Arrow

to open the list of values.

A required dimension must have a value in all rows in the plan entry area. An optional dimension can be empty.

All validations that display in the plans display in the related workbook, except custom validations.

(Optional) Create planning models and assumptions.

You can perform numerous functions in workbooks to help you analyze and shape your plan data, including:

Add or create new columns or rows of data.

Pivot data.

Import other Workday reports.

Import relevant external data into your workbook.

(Optional) Click the

button to invite others to review your workbook.

You can control view, edit, and sharing permissions for users you collaborate with.

(Optional) Suspend validations during editing.

Select the

Plan Workbook

Enter Worksheets Draft Mode

related action to suspend validations so you can edit without interruptions. Workday changes the plan status to In Worksheets Draft
.

You can only enter draft mode for single workbooks that contain a single or multiple plan entry areas.

When you finish your edits, select the

Plan Workbook

Exit Worksheets Draft Mode

related action. Workday resumes validations and returns the plan status to In Worksheets
.

(Optional) Create versions of your workbook.

Select the

Create Plan Version

related action to take a snapshot of your plan and the related workbook at any time. The plan must be In Worksheets
status. The original plan and workbook remain active and editable, the versions are read-only copies.

You can only create versions of plans that contain a single plan entry area in their plan workbooks.

(Optional) Update your plan with changes you made in an active plan entry area of your plan workbook.

Select

Plan Workbook

Update Plan from Workbook

from the related actions menu of the plan workbook. When you update your plan from your workbook, Workday:

Applies the changes you made in the active plan entry areas to the plans.

Performs custom validations configured for lines in your plan. Access the

View Plan

report and select the

View Exceptions

button to see any failed validations.

You can also access the

Update Plan from Workbook

task using global search.

(Optional) Lock the workbook to update your budget with actuals and forecast data.

From the related actions menu of the plan, select

Plan

Lock Workbook

Either:

From the related actions menu of the plan, select

Plan

Update Budget

For forecast budgets only, access the

Schedule Project Budget Mass Update

task.

(Optional) Select the

Update Plan Workbook

checkbox to add the newly updated lines to your workbook and unlock it.

Select

Plan

Unlock Workbook

to make the workbook available for editing.

Submit and route your plan for approval.

If you need to delete a workbook, you can only do so once the plan has been approved from the

Drive

home area. You can't delete a workbook with an active plan entry area.