Concept: Navigation Quick Tour
Watch the video or read ahead:
Top Toolbar
Every page in the model has the same toolbar across the top.
Option | Description |
|---|---|
1 | Open the main navigation menu, where you can access different areas of the model. |
2 | Link back to where you've been. Example: If you're currently on the P&L sheet, click Sheets to go back to the sheets overview. |
3 | Select the version. Your default version is bold, and your admin sets your default version. |
4 | Open contextual product documentation topics. |
5 | Open the Notifications page, where you can view and manage notifications. |
6 | Open a drop-down menu from your profile avatar. |
Main Navigation Menu
Depending on the permissions that you have, we display these main navigation menu options:
Option | Description |
|---|---|
Sheets | View, enter, and update data on sheets. To set up and maintain your sheets, access the Modeling area from the main navigation menu. |
Assumptions | View, enter, and update data on user-assigned sheets. To set up and maintain your assumption sheets, access the Modeling area from the main navigation menu. |
Reports | Build, view, and share web reports that display data from your model. |
Dashboards | View and build dashboards that contain charts and sheets. Modify dashboards, charts, and sheets for sales planning. |
Scenarios | Create personal scenarios that are based on plan versions. Scenarios enable you to test changes before merging the changes into the version. |
Announcements | View reports and other information that your administrator has shared. |
Consolidation | View intercompany eliminations and create journal entries for businesses that have multiple organizations. |
Processes | Collaborate with your team to complete your planning cycle using assigned process tasks. |
Workflow | Approve and reject levels within plan versions and actuals. |
Formulas | Maintain shared formulas for selected levels and versions. |
Publish Plans | Publish financial or headcount plans from Adaptive Planning into Workday Financials (FINS) or Workday Human Capital Management (HCM). |
Modeling | Set up and maintain your model, including your:
|
Administration | Maintain your:
|
Integration | Manage and design integrations with external data sources, like:
Import or export data manually. |
Support | Provide product feedback and get product support through product documentation, customer support, and training. |