F To Workday Adaptive Planning Tutorial ((link))

Go to mode on your Headcount sheet.

For those handling the technical migration, the Revelwood API guide is essential for learning how to push and pull data programmatically. 4. Implementation Best Practices

to create version-specific logic. For example, you can use a "Fast" formula in a Forecast version without affecting the original account formula in other versions. Analyze with "What-If" Scenarios Navigate to the f to workday adaptive planning tutorial

Copy your active baseline budget into a new version named "Supply Chain Disruption 2026."

Import historical actuals and opening balances using the data integration portal. Clean your CSV or ERP pipeline data to ensure that level names, dimension values, and account codes match your Adaptive structure exactly to avoid import errors. 4. Driver-Based Modeling and Scenario Planning Go to mode on your Headcount sheet

This is where new users often trip up. The and Refresh (F) buttons serve two entirely different purposes:

Core budgeting and forecasting with real-time tracking of expenses, cash flow, and revenue. Clean your CSV or ERP pipeline data to

Understand how Adaptive fits into a larger system (often called an Enterprise Management Cloud) through Tipalti’s Integration Guide .

Assign users specific roles (e.g., Administrator, Reviewer, Standard User). Restrict Level security so department heads can only view and edit their own specific business units.

| Metric | Before (Excel) | After (Adaptive) | |--------|---------------|------------------| | Budget cycle time | 12 weeks | 4 weeks | | Forecast frequency | Quarterly | Monthly or weekly | | Errors per cycle | 15-20 | 1-2 (typically data source issues) | | Time spent consolidating | 3 days | 10 minutes | | Manager adoption | Low (fear of breaking formulas) | High (web-based, validation rules) |