Workday Adaptive Training (Budgeting and

Transcript:Workday Adaptive Training (Budgeting and:
Workday Adaptive Training (Budgeting and Forecasting) By Office of Financial Planning and Budgeting January 2024 01 Workday Adaptive Overview How to Access Adaptive Planning Navigation and Sheets Operating Forecast Planning Reporting 02 03 04 05 06 Adaptive Demo 07 Agenda 2 Questions 01 3 Workday Adaptive Overview Workday Adaptive Overview 4 02 5 How to Access Adaptive Planning Log into Workday, then click on the Adaptive Planning icon on the left of your home page How to Access Adaptive Planning 6 Next, click on the grey Adaptive planning box How to Access Adaptive Planning 7 03 8 Navigation and Sheets Click to the left of the Workday Logo to access sheets available for entry Sheet Navigation 9 Sheet Navigation 10 Click on Processes link Click on FY2024 January Forecast to access "Operating Distributed Model - Forecast." Operating Distributed Model- Forecast is where you will enter your forecast by cost center. All columns that are grey are locked and cannot be changed. Data can only be entered in the white cells within the ADJ $ column and will be in blue font until you hit the save icon. Entering Changes in Adjustment Column 11 If you do not click the save icon before navigating to another sheet or cost center, the changes will not be captured. The below example has $4,000 Adjustment in Student wages, once you click the save icon the font color turns from blue to black. Entering Changes in Adjustment Column 12 Once you have made the changes to all your cost centers you must click on the white box to notify the Office of Financial Planning and Budgeting. Once this box is checked you cannot access the Operating Distributed Model – Forecast sheet through the Processes link. Submitting the Forecast 13 You can access reports on this sheet on the bottom left-hand side by clicking on the blue font Accessing Reports on Operating Distributed Model –Forecast sheet 14 Sheet Navigation 15 2. Alternative way to access "Operating Distributed Model - Forecast." if you checked the submission box is to go to sheets 04 16 Operating Forecast Planning Access Adaptive Planning through your Workday Applications. Log into Workday, then select the Adaptive Planning worklet under Menu Select the Adaptive Planning button Navigate to the Workday logo on the top left of your screen Select "Sheets" then "Operating Distributed Model – Forecast" under OPEX Before beginning, please ensure the