Workday Adaptive Planning Training
Overview
Our training will equip Workday Adaptive Planning users with the knowledge and abilities needed leverage the tool for planning activities. To view your Adaptive Planning access visit budgets.gatech.edu. Note: You will need to select the ‘Login’ button in the top right corner to access the webpage.
Getting Started
Course Catalog
The Course Catalog provides a list of our training offerings:
| Course | Description | Learning Resources | Audience | Requirement |
| Introduction to Workday Adaptive Planning | This course is designed for all Workday Adaptive planning users and serves as a prerequisite for all subsequent Workday Adaptive Planning course. Participants will be provided with a basic overview of the Workday Adaptive Planning & functionality including: access, basic navigation and terminology. |
|
All Adaptive Planning Users | Recommended |
| Dashboards 101 | This course is designed for all designed for all Workday Adaptive planning users to understand Dashboards and relevant reports in Adaptive Planning. You will learn how to access revenue models and sheets, customize dashboards and access reports. |
|
All Adaptive Planning Users | Recommended |
| New Expense Request Form (NERF) via Fusion | The course will provide step-by-step instruction of how to utilize the New Expense Request Form (NERF) which is replacing the existing ‘Form 2’ process. The NERF will provide an automation of the existing new funding request process. The NERF provides transparency into the approval process, history, elimination of spreadsheets and emails. |
|
NERF Users | Required per Fusion Role |
| What’s New with Dashboards? | This course is designed for all designed for all Workday Adaptive planning users to understand Dashboards and relevant reports in Adaptive Planning. You will learn about updates made to dashboards. |
|
All Adaptive Planning Users | Recommended |
Adaptive Planning ServiceNow Page
Our ServiceNow page hosts knowledge articles, job aids, security request form, and more.
Additional Resources
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