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.

Check out the resources below to get started.

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Getting Started

Course Catalog

The Course Catalog provides a list of our training offerings:

Course	Description	Learning Resources	Audience	Requirement	Release
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.	Instructor-Led Training (View Recording) Sandbox Access Job Aid	All Adaptive Planning Users	Recommended	September 2023
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.	Instructor-Led Training (View Recording) Sandbox Access Job Aid	All Adaptive Planning Users	Recommended	September 2023
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.	Instructor-Led Training (View Recording) Job Aid	NERF Users (Former Form 2 Submitters and Approvers)	Required per Fusion Role	November 2023 – January 2024
Updated Dashboards and reports	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 and reports.	Instructor-Led Training Job Aid	All Adaptive Planning Users	Recommended	February 2024
Bottom-Up Budgeting	This course is designed for all budget users to understand bottom-up budget concepts and planning activities. You will learn how to build an annual plan from both the sources as well as uses perspective. These activities will serve as the base for in-year forecasting.	Instructor-Led Training (Virtual and In-person) Sandbox Access Job Aid	Salary + Standard Role	Recommended	Late Summer 2024
Personnel Planning	This course will teach you how to create an annual personal services expense plan (Personnel Planning sheet) utilizing adjustments like new hires, vacancies, summer salary estimates, off cycle raises, etc.	Instructor-Led Training (Virtual and In-person) Sandbox Access Job Aid	Salary + Standard Role	Recommended	Late Summer 2024

Training Matrix

Your Workday Adaptive Planning security access and level assignments determine the data that will be visible to you. 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.