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Administrator Guide
Last Updated: 2023-06-23
Edit Plan Workbooks

Edit Plan Workbooks

  • Create a plan workbook.
  • Security:
    • Set Up: Planning
       domain in the Planning functional area.
    • Worksheets
       domain in the System functional area.
    • Manage: Project Budget
       domain in the Planning functional area.
You can edit plan workbooks to:
  • Build and link models.
  • Update plans from workbooks.
  • Plan for both multicompany and multicurrency financial plans.
  1. Access your plan workbook.
  2. Make changes to your plan workbook data.
    The workbook must be in
    In Worksheets
     or
    Distributed
     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 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
       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 workbooks, except custom validations.
  3. (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.
  4. (Optional) Click the
    Share
     button to invite others to review your workbook.
    You can control view, edit, and sharing permissions for users you collaborate with. For decentralized planning, you can only share your workbook if the plan administrator either:
    • Selects
      Allow Planners to Share
       on the
      Create Plan Workbook
       task.
    • Selects
      Editors can share
       on the Share Settings of your individual plan workbook.
  5. (Optional) Suspend validations during editing.
    Select the
    Plan Workbook
    Enter Worksheets Draft Mode
     related action to suspend validations so you can edit without interruptions. If the workbook is in
    Draft
     mode, 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
    .
  6. (Optional) Create versions of your workbook.
    Select the
    Create Plan Version
     related action to take a snapshot of your workbook at any time. The plan must have in
    In Worksheets
     status. The original plan and workbook remain active and editable. The versions are copies and read-only.
    You can only create versions of plans that contain a single plan entry area in their plan workbooks.
  7. (Optional) Update your plan with changes you made in an active plan entry area of your plan workbook.
    For plan workbooks with a single or multiple plan entry areas, 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. Workday updates all related plans using the selected plan workbooks.
  8. (Optional) Add missing dimension members to your plan workbook.
    For a workbook generated with a plan template definition, you can update the plan entry area with dimension members that are missing. From the related actions menu of the workbook, select
    Plan Workbook
    Add Missing Dimension Members
    . Workday compares the plan entry area of the workbook to source files and adds rows to the workbook for any missing dimension member combinations.
    • The plan or template administrator must configure the plan template definition to include:
      • Reports or custom sheets used as source files.
      • Dimension members used in the comparison.
    • Each missing row added to the plan entry area contains unique data. Workday doesn't add duplicate rows.
    • Workday can add missing dimension members for workbooks with single, multiple, or distributed plans.
    Review the rows added to the bottom of the plan entry area. Correct any errors.
When ready, submit and route your plan for approval. For decentralized planning, you can submit by accessing:
  • Your inbox item.
  • Plan Workbook
    Submit
     from the related actions menu of your plan workbook.
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.