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Administrator Guide
Last Updated: 2023-06-23
Example: Create Roadmap Adoption Item

Example: Create Roadmap Adoption Item

This example illustrates how to create a single adoption item for your roadmap from multiple features on the
What's New in Workday
 report.
You're an HR Administrator with 6 months of new benefits features on the
What's New in Workday
 report that you need to adopt. You want to:
  • Group the related benefits features in a single adoption item.
  • Add the adoption item to your roadmap.
  • Assign the adoption item to a manager.
  • Set a deadline of November 1, 2019 for adoption.
Security:
Adoption Planning
 domain in the Adoption functional area.
  1. Access the
    What's New Item Actions
     task.
  2. In the
    What's New Item Actions
     section, enter:
    Option Description
    From
    03/08/2019
    To
    09/08/2019
    Functional Area
    Benefits
  3. Click
    Search
    .
  4. To filter the
    What's New Items
     report to display only the features that require setup, click the
    Setup Effort
     column header and enter:
    Option Description
    Filter Condition
    is
    Value
    Setup Required
  5. Click
    Filter
    .
  6. Select the check box at the top of the
    What's New Items
     report.
    This check box enables you to select all items in the report.
  7. In the
    Actions
     section, select
    Create Adoption Item for Group
     and click
    OK
    .
  8. In the
    Item
     section, enter:
    Option Description
    Name
    Benefits
    Assigned To
    Robert Hsing
    Type
    New Feature
    Status
    On Roadmap
    Functional Area
    Benefits
  9. In the
    Roadmap
     section, enter:
    Option Description
    Planned Start Date
    10/01/2019
    Planned End Date
    11/01/2019
  10. In the
    Priority Evaluation
     section, enter:
    Option Description
    Priority
    High
    Setup Effort
    Setup Required
  11. Click
    OK
    .
The adoption item that you've created is on your roadmap.
Create a new roadmap adoption item for your non-Workday projects.
Access the
View Adoption Roadmap Timeline
 report to view your Benefits adoption item in a Gantt chart.