Workday Adaptive Planning
About Course
Workday Adaptive Planning Online Training by Orasol Training Solutions is a comprehensive, instructor-led program designed for professionals who want to master Workday Adaptive Planning and Planning Lifecycle Management. This practical course provides in-depth knowledge of managing Financials, HCM, Workforce Planning, Reporting, and Integration with Workday Financials & HCM using the Workday Adaptive Cloud platform.
Through live online classes, Workday tenant access, hands-on labs, and real-world implementation projects, you’ll gain practical experience in configuring and managing grants from proposal creation through award closeout. Whether you’re a EPM Expert, finance professional, Planning administrator, research administrator, ERP consultant, Workday Financials consultant, or a beginner, this course prepares you for Workday Adaptive Planning roles, certification, and enterprise implementation projects.
Our expert trainers bring 15+ years of Workday implementation and support experience on real time project, offering practical, project-based training aligned with industry best practices and current business requirements.
Job Seekers
Build a successful career as a Workday Adaptive Planning Functional Consultant. This comprehensive training program is designed for finance professionals, FP&A analysts, budgeting and planning specialists, accountants, ERP consultants, business analysts, project managers, EPM administrators, and fresh graduates who want to gain practical expertise in enterprise planning, budgeting, forecasting, financial reporting, scenario modeling, workforce planning, dashboard development, and Workday Adaptive Planning implementation through live projects and hands-on training.
What You’ll Learn
- Introduction to Workday Adaptive Planning
- Enterprise Performance Management (EPM) Fundamentals
- Planning, Budgeting & Forecasting Concepts
- Workday Adaptive Planning Architecture
- Adaptive Planning Configuration & System Setup
- Model Sheets, Cube Sheets & Standard Sheets
- Dimensions, Levels & Attributes Configuration
- Versions, Scenarios & Assumptions
- Workforce Planning
- Sales & Revenue Planning
- Expense Planning & Capital Planning
- Scenario Modeling & What-If Analysis
- Data Integration & Import Management
- Dashboards, Office Connect & Management Reporting
- Role-Based Security & User Administration
- Planning Processes & Workflow Management
- Business Process Automation
- Financial Statements & KPI Reporting
- Best Practices for Workday Adaptive Planning Implementation
- Real-Time Implementation Projects
- Resume Building & Interview Preparation
Course Highlights
- 25 Days of Live Instructor-Led Online Training
- 1 Hour Interactive Live Session Every Day
- Comprehensive Workday Adaptive Planning Training Material
- Lifetime Access to Recorded Sessions
- Step-by-Step Configuration Guide
- Live Workday Adaptive Planning Tenant Access
- Hands-on Practical Exercises
- Real-Time Implementation Projects
- End-to-End Functional Configuration
- Dashboard & Reporting Development
- Scenario Planning Case Studies
- 24/7 Technical Support
- Interview Preparation & Mock Interviews
- Resume Building Assistance
- Workday Adaptive Planning Certification Guidance
- Job Placement Assistance
- Certificate of Course Completion
Who Should Attend?
- Finance Professionals
- FP&A Analysts
- Budgeting & Forecasting Professionals
- Financial Planning Managers
- Accountants
- ERP Consultants
- Business Analysts
- Project Managers
- EPM Consultants
- Oracle Hyperion Consultants
- SAP BPC Consultants
- IBM Planning Analytics (TM1) Professionals
- Anaplan Consultants
- Workday Financials Consultants
- Fresh Graduates Interested in Enterprise Planning Careers
- Professionals Transitioning into Cloud EPM Solutions
Course Prerequisites
- Basic understanding of Finance or Accounting concepts is beneficial but not mandatory.
- Familiarity with budgeting, forecasting, or financial reporting is an advantage.
- Basic knowledge of ERP or Enterprise Performance Management (EPM) concepts is helpful.
- Basic computer skills.
- Laptop or Desktop with a stable internet connection.
- No prior Workday Adaptive Planning experience is required.
- Suitable for beginners, finance professionals, consultants, ERP specialists, business analysts, and career changers.
Career Opportunities After Completing This Course
After successfully completing this training, participants can pursue roles such as:
- Workday Adaptive Planning Functional Consultant
- Workday Adaptive Planning Administrator
- Enterprise Performance Management (EPM) Consultant
- FP&A Consultant
- Financial Planning & Analysis (FP&A) Analyst
- Budgeting & Forecasting Consultant
- Financial Systems Analyst
- Corporate Performance Management (CPM) Consultant
- Business Planning Consultant
- Digital Transformation Consultant
- ERP Functional Consultant
- Solution Consultant – Enterprise Planning
Key Skills You’ll Gain
- Enterprise Planning & Budgeting
- Financial Forecasting
- Scenario & What-If Analysis
- Workforce Planning
- Revenue & Expense Planning
- Capital Planning
- Financial Modeling
- Dashboard Development
- KPI & Executive Reporting
- OfficeConnect Reporting
- Planning Workflow Configuration
- Data Integration & Automation
- Security Administration
- Workday Adaptive Planning Implementation
- Business Process Optimization
- Enterprise Performance Management (EPM)
This program combines functional knowledge with practical implementation experience, enabling participants to confidently work on real-world Workday Adaptive Planning projects and pursue consulting opportunities across finance, planning, and digital transformation initiatives.
Course Objectives
By the end of this course, participants will be able to:
- Navigate Workday Financials and Workday Adaptive Planning and locate FP&A tasks and reports efficiently
- Understand Workday’s financial data model and how it connects to Adaptive Planning dimensions and versions
- Build and manage budgets in Adaptive Planning: entering data, configuring drivers, uploading via Excel templates, and managing approval workflows
- Create and maintain rolling forecasts: seeding from actuals, adjusting forward projections, and tracking forecast-to-budget variance
- Perform actuals reporting and variance analysis by pulling Workday Financials data into Adaptive Planning
- Build and maintain headcount and workforce plans linked to Workday HCM actuals
- Configure FP&A dashboards in Adaptive Planning and produce management reporting output including commentary and narrative
- Use Workday Office Connect to create live Excel management packs and PowerPoint board slides connected directly to Workday report data
5-Day Training Schedule
Day | Content | Hours |
Day 1 | WF: Workday Fundamentals (shared foundation) + FP-01: Adaptive Planning Environment & Navigation | 7 hrs |
Day 2 | FP-02: Budgeting and Plan Entry | 7 hrs |
Day 3 | FP-03: Forecasting + FP-04: Actuals Reporting and Variance Analysis | 7 hrs |
Day 4 | FP-05: Headcount and Workforce Planning + FP-06: Dashboards and Management Reporting | 7 hrs |
Day 5 | FP-07: Office Connect (Excel & PowerPoint) + Module Assessments + Process Knowledge Test (PKT) | 7 hrs |
WF: Workday Fundamentals (Shared Foundation)
Duration: Day 1 (partial) | Shared across GL and FP&A cohorts | Instructor-led |
This module is identical for both GL and FP&A participants. It establishes a common platform foundation before role-specific tracks begin.
WF-1 Navigation & Interface
- Workday home page: worklets, task shortcuts, and homepage configuration for FP&A roles
- Global search: finding tasks, reports, transactions, and workers directly by name
- Related Actions: the context menu on any Workday object (worker, cost centre, transaction)
- Notifications bell and Action Items inbox: how pending tasks and approvals surface in Workday
- Navigation patterns: tabbed views, back-button behaviour, and multi-task workflow management
WF-2 Financial Data Model
- Company, Cost Centre, Fund, Programme, and worktag hierarchy: how dimensions drive FP&A segmentation
- Ledger types: Actuals, Budget, Encumbrance, and Statistical – purpose and behaviour of each
- Accounting periods, fiscal calendar, and period controls: open, closed, and locked status
- Balancing and consolidation ledger overview: how multi-entity actuals surface for FP&A analysis
WF-3 Business Process Framework
- What a Business Process (BP) is: step types, approval routing, and inbox management
- Initiating, approving, sending back, and delegating a business process
- Checking BP status and following up on in-flight approvals
- Key FP&A-relevant BPs: Budget Amendment, Journal Entry, Expense Report, and Procurement Requisition
WF-4 Security Model
- Role-based access control (RBAC): security groups, constrained and unconstrained roles
- Domain Security Policies: how they control access to Adaptive Planning, reports, and financial data
- Segregation of duties: how preparer and approver roles are enforced
- How to interpret an access-denied message and request the correct Workday or Adaptive role
WF-5 Reporting Foundations
- Standard and custom reports in Workday Financials: prompted filters, dashboards, and scheduled bursting
- How Workday Financials actuals connect to Adaptive Planning for consolidated FP&A reporting
FP-01 | Adaptive Planning: Environment and Navigation | Day 1 |
- Workday Adaptive Planning interface: navigating the menu, sheet list, toolbar, and version selector
- Budget versions and scenario types: Actuals, Budget, Best Case, Worst Case, and custom scenarios
- Planning dimensions: how GL accounts, cost centres, and time periods are structured in Adaptive
- Connecting Workday Financials actuals to Adaptive Planning: the integration and data refresh cycle
- Planning calendar: submission windows, governance, and approval protocols
- Cube Sheets vs. Modelled Sheets: understanding the two sheet types and when to use each
FP-02 | Budgeting and Plan Entry | Day 2 |
- Budget structure: versions, cost centre hierarchy, and planning dimensions in Adaptive
- Entering and editing cost centre budget data directly in Adaptive Planning sheets
- Driver-based budgeting: configuring formula logic to link assumptions to downstream plan lines
- Assumption sheets: centralising exchange rates, headcount growth rates, and pricing drivers
- Uploading budget data via Excel integration templates: template preparation, upload, and validation
- Budget approval workflow: routing, version locking, and the submission sequence
- Distributing input: configuring cost centre owner access for decentralised plan submission
FP-03 | Forecasting | Day 3 |
- Rolling forecast methodology: creating a rolling 12- or 18-month forecast version in Adaptive
- Seeding a forecast from actuals: the Actuals Lock Date concept and seeding workflow
- Adjusting actuals-to-date with forward projections: how to edit open forecast periods
- Forecast assumptions, commentary fields, and audit notes: documenting changes in Adaptive
- Tracking forecast-to-budget variance in Adaptive Planning: built-in variance comparison views
- Re-forecast cycles: updating the rolling forecast version as the period progresses
FP-04 | Actuals Reporting and Variance Analysis | Day 3 |
- Pulling actuals from Workday Financials into Adaptive Planning: confirming the integration data load
- Actual vs. Budget vs. Prior Year variance analysis: building and reading comparison reports in Adaptive
- Cost centre performance reports: spend trend views by account, cost centre, and period
- Drill-down from Adaptive Planning summary to Workday Financials source transactions
- Journal line audit report in Workday Financials: investigating the transactions behind an actuals balance
- Exporting variance analysis to Excel from Adaptive Planning for offline commentary and distribution
FP-05 | Headcount and Workforce Planning | Day 4 |
- Headcount plan structure within Workday Adaptive Planning: positions, roles, and cost centre alignment
- Linking HCM actuals to financial headcount budgets: the Workday HCM to Adaptive integration
- Entering new hire plans: start date, fully loaded cost, and ramp assumptions in the headcount sheet
- Attrition and vacancy scenario modelling: planning for turnover and open roles
- Headcount vs. approved budget reconciliation: tracking actuals FTE against the headcount plan
- People cost roll-up to OpEx: how headcount feeds into the P&L plan in Adaptive
FP-06 | Dashboards and Management Reporting | Day 4 |
- Configuring and navigating FP&A dashboards in Adaptive Planning: adding charts, tables, and KPI tiles
- Commentary and narrative entry for management packs: entering and formatting explanatory notes in Adaptive
- Exporting Adaptive Planning reports to Excel and PDF for distribution
- Scheduling automated report distribution and version control in Adaptive Planning
- Financial Statement Report (FSR) builder in Workday Financials: row sets, column sets, and P&L / BS output
- Consolidation report: multi-entity financial view for FP&A review
FP-07 | Workday Office Connect: Excel & PowerPoint | Day 5 |
Office Connect is a Workday add-in for Microsoft Excel and PowerPoint that brings live Workday report data directly into Office files. It is the primary tool for producing management packs, board decks, and recurring FP&A output without manual copy-paste.
FP-07a Office Connect: Excel
- Installing Office Connect and authenticating to the Workday environment
- Inserting a live Workday report into an Excel sheet: selecting the report, choosing the start cell, managing headers
- Refreshing data: manual refresh and configuring auto-refresh on file open
- Dynamic prompts: using Excel cell references to control period, cost centre, version, and company inputs
- Building a multi-tab management pack: P&L, Balance Sheet, and variance waterfall in a single connected file
- Linking Excel formulas to Office Connect data ranges for derived calculations and KPIs
- Version-locking: saving a static snapshot alongside the live file for month-end record-keeping
- Troubleshooting broken connections: re-linking when report names or prompts change
FP-07b Office Connect: PowerPoint
- Inserting a live Workday chart into a PowerPoint slide connected to a Workday report
- Linking PowerPoint text boxes to live report values: eliminating manual number entry in board decks
- Refresh workflow before leadership reviews: ensuring data is current before presenting
- Exporting a static PDF version for external or archived distribution
Why this module is here: Office Connect is the FP&A team’s primary output tool. It is placed last in the schedule so participants already understand Workday reports, Adaptive Planning data, and FSR outputs before connecting them to live Excel and PowerPoint files. |
Assessment & Readiness Gate
Module Assessments: Each module includes a knowledge check of 15 questions covering Workday and Adaptive Planning tasks, terminology, and workflows. Pass mark: 80%. Retake available after 24 hours. |
Process Knowledge Test (PKT): Domain-level PKT administered on Day 5. Covers the full FP&A workflow end-to-end: budget entry, forecast update, actuals pull and variance analysis, headcount reconciliation, and Office Connect management pack build in the Workday Training Tenant. Associates must pass the PKT before being considered transition-ready. |
Readiness: Associates who pass all module assessments and the PKT are classified as Workday-proficient and transition-ready. Smile Doctors’ process and procedure training follows separately. |
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