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Reference: Workday Adaptive Planning Product Areas
You can view high-level feature descriptions for the Workday Adaptive Planning product areas.
Modeling
Provides pre-built, configurable models for financial, sales, or workforce planning. The functionality supports:
- Configurable dimensions for budgets, scenarios, and forecasts.
- Formulas, links, and lookup tables to drive data throughout the model.
- Metadata to build and update Workday Adaptive Planning models.
APIs
Provides the ability to manage the model and administration through APIs. The functionality supports importing and exporting:
- Administrative details, such as permission sets and users.
- Data from source systems into Workday Adaptive Planning sheets.
Integration Management
Provides the ability to integrate data and metadata from external applications and information systems in an open technology framework. The functionality:
- Supports the configuration of data sources that connect to external systems.
- Supports data preparation and metadata mapping to Workday Adaptive Planning modeling elements.
- Provides data and metadata loaders.
- Supports scheduled tasks to automate the synchronization of data and metadata between source systems and Workday Adaptive Planning.
Manual Import and Export
Provides the ability to manage data and the structure of the Adaptive Planning model. The functionality supports:
- Data imports and exports.
- Mapping metadata for imports and exports.
- Erasing data by version type or time period.
Security Administration
Provides the ability to:
- Control access to various parts of Workday Adaptive Planning.
- Configure permissions for users.
- Restrict data.
Connection to Workday Financial Management
Provides the ability to synchronize financial plans in Workday Adaptive Planning with financial actions and data in Workday Financial Management. The functionality supports:
- Workday Financial Management as a data source that surfaces actuals data in plans.
- Drilling from planning data in sheets to Workday Financial Management objects and transactions.
- Publishing and executing Workday Adaptive Planning financial plans in Workday Financial Management.
Consolidation in Planning
Provides businesses that have subsidiaries the ability to align plans to the financial activities and records required by GAAP. The functionality supports:
- Integration of ERP source data.
- Intercompany eliminations.
- Minority interest tracking.
Sheets
Provides configurable interfaces of data, and:
- Security to protect, lock, and hide data.
- Different sheet types.
- Ability to explore data and contributing details.
- Ability to enter and adjust data.
- Ability to view options, filters, and search capabilities to help locate data.
Process and Workflow
Provides the ability to collaborate during planning cycles.
Web Reporting and Dashboards
Provides the ability to analyze Adaptive Planning data and contributing details.