Reference: Workday Adaptive Planning Product Areas

You can view high-level feature descriptions for the Workday Adaptive Planning product areas.

Provides the core elements required to maintain and manage the Workday Adaptive Planning model. The functionality supports the ability to:

Manage custom dimensions, levels, accounts, and attributes.
Configure new sheets across standard, cube, and modeled sheet types.
Create versions for budgeting and forecasting.
Maintain model components such as currencies, exchange rates, and rules.

Provides the ability to manage the model and administrative functions focused on security and user configuration. The functionality supports these capabilities that are essential for automation and integration with external identity management systems:

Importing and exporting data using Integration APIs.
Creating metadata and updating existing metadata properties using model management APIs.
Performing administrative functions through security APIs:
Creating, deleting, updating, and exporting user data.
Importing and exporting user groups to provide access to resources within the application.
Assigning users to specific instances within parent-child hierarchies in multi-instances.
Retrieving and assigning permission sets to users or groups.
Exporting critical event logs for auditing and compliance tracking purposes.

Provides the ability to integrate data and metadata from external applications and information systems in an open technology framework. The functionality supports the ability to:

Configure data sources that connect to external systems.
Configure connections from cloud data warehouses directly into sheets in Workday Adaptive Planning.
Prepare data and map metadata to modeling elements in Workday Adaptive Planning.
Provide data and metadata loaders.
Schedule tasks to automate the synchronization of data and metadata between source systems and Workday Adaptive Planning.

Provides the ability to manage data and the structure of the Workday Adaptive Planning model. The functionality supports:

Data imports and exports.
Mapping metadata for imports and exports.
Erasing data by version type or time period.
Viewing and managing history of imports.

Provides the ability to:

Control access to various parts of Workday Adaptive Planning.
Configure permissions for users.
Restrict data.
Manage users and groups.
Manage external identity provider (idP) configuration.
Configure security for the Workday Adaptive Planning instance.
Configure dashboard visual preferences.
View audit activities.

Provides the ability to synchronize financial plans in Workday Adaptive Planning with financial actions and data in Workday Financial Management. The functionality supports:

Workday Financial Management as a data source that surfaces actuals data in plans.
Drilling from planning data in sheets to Workday Financial Management objects and transactions.
Publishing and executing Workday Adaptive Planning financial plans in Workday Financial Management.

Provides various workforce planning connections between Workday Adaptive Planning and Workday HCM. Functionalities include:

Workday HCM as a data source that’s used to define metadata and populate the baseline data of a headcount plan.
Drilling from planning metadata and data in sheets to Workday HCM objects and data.
Publishing and executing Workday Adaptive Planning headcount plans and workforce actions in Workday HCM.
A headcount planning user experience in Workday HCM that connects the headcount planning process across Workday Adaptive Planning and Workday HCM security and business processes.

Provides businesses that have subsidiaries the ability to align plans to the financial activities and records required by GAAP. The functionality supports:

Integration of ERP source data.
Intercompany eliminations.
Minority interest (noncontrolling interest) tracking to exclude subsidiary earnings and equity owned by external parties.

Provides configurable interfaces of data, and:

Security to protect, lock, and hide data.
Different sheet types.
Ability to explore data and contributing details.
Ability to enter and adjust data.
Ability to view options, filters, and search capabilities to help locate data.

Provides the ability to collaborate during planning cycles. The functionality supports the ability to:

Create and assign tasks to guide users through planning activities.
Monitor task status and progress across contributors.
Submit levels for review and approval.
Track workflow statuses (In Progress, Submitted, and Approved) as data moves through the process.
Communicate through task notes and attachments.

Provides the ability to analyze Workday Adaptive Planning data and contributing details. The functionality supports the ability to:

Build dynamic matrix reports using configurable rows, columns, filters, and parameters to analyze data across accounts, levels, dimensions, and time.
Add calculations, formatting, and display parameters to customize and refine report views.
Create additional report types including modeled-sheet reports, transaction reports, and report books to support a variety of analysis needs.
Run, save, and export reports in multiple formats for sharing and presentations.
Enforce data security through account, level, and dimensional access rules.

Dashboards are self-service, interactive views of planning and performance data, enabling business users to analyze results, monitor trends, and make data-driven decisions in real time. The functionality supports these capabilities:

Display charts, grids, and data entry sheets side-by-side. You can group them by business unit, function, or task with shared filters.
Data updates dynamically as you enter or adjust it.
In-dashboard commentary and notes to support collaboration and alignment.

Intelligent Planning uses machine learning to help organizations build more accurate, data-driven plans and forecasts. By analyzing historical patterns and expected ranges, it automatically identifies anomalies and outliers while generating predictive forecasts that you can compare against plans and budgets. This enables faster insight into potential risks, variances, and opportunities, while reducing manual data entry and improving model precision.

The functionality supports these capabilities:

Detect anomalies and outliers across financial data using machine learning.
Generate predictive forecasts using historical trends, seasonality, and key drivers.
Compare predictions with plans and budgets side-by-side.
Improve accuracy and efficiency in planning and forecasting models.