Workday Adaptive Planning Review
We use Workday Adaptive Planning mostly for our monthly and annual P/L planning. Recently, we started using model sheets for Capex cash …
Overview
What is Workday Adaptive Planning?
Workday Adaptive Planning(formerly Adaptive Insights) is a financial planning and reporting tool. It includes automated budgeting and forecasting, financial reporting, and other active planning capabilities, including integrations with third-party products like Salesforce.
Recent Reviews
How Workday Adaptive Planning Differs From Its Competitors
Awards
Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards
Popular Features
- Financial budgeting (171)9.090%
- Forecasting (166)8.787%
- Long-term financial planning (160)8.585%
- Management reporting (171)8.383%
Reviewer Pros & Cons
Pricing
N/A
Unavailable
What is Workday Adaptive Planning?
Workday Adaptive Planning(formerly Adaptive Insights) is a financial planning and reporting tool. It includes automated budgeting and forecasting, financial reporting, and other active planning capabilities, including integrations with third-party products like Salesforce.
Entry-level set up fee?
- Setup fee optional
For the latest information on pricing, visithttps://forms.workday.com/en…
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Would you like us to let the vendor know that you want pricing?
57 people also want pricing
Alternatives Pricing
What is Kepion Planning?
Kepion is a cloud planning & analytics software company that connects all organizations' teams under a single view of their business performance. We enable more intelligent decisions to be made by companies about their financial and operational future. Kepion global offices and partners deliver…
What is PlanGuru?
PlanGuru is budgeting, forecasting and financial analytics software for SMB's, Nonprofits and the Accountants/ Advisors that work with them.
Features
Return to navigation
Product Details
- About
- Integrations
- Competitors
- Tech Details
- FAQs
What is Workday Adaptive Planning?
Everybody plans, and strategic planning is a crucial process for every business. This business planning software enables teams to create budgets, forecasts, and models in less time and with greater accuracy, so that the team can focus on analysis and strategy. Having up to date, reliable data, teams can focus on the story behind the numbers, and can improve business decisions and collaboration. Additionally, Workday Adaptive Planning and Consolidation delivers a unified solution that enables Accounting and Finance to accelerate the close, increase planning agility and drive faster, more informed decisions. The software was ranked a leader in Gartner's Cloud Planning and Analysis quadrant.
Workday Adaptive Planning Features
Budgeting, Planning, and Forecasting Features
- Supported: Long-term financial planning
- Supported: Financial budgeting
- Supported: Forecasting
- Supported: Scenario modeling
- Supported: Management reporting
Consolidation and Close Features
- Supported: Financial data consolidation
- Supported: Journal entries and reports
- Supported: Multi-currency management
- Supported: Intercompany Eliminations
- Supported: Minority Ownership
- Supported: Local and consolidated reporting
- Supported: Detailed Audit Trails
Financial Reporting and Compliance Features
- Supported: Financial Statement Reporting
- Supported: Management Reporting
- Supported: Excel-based Reporting
- Supported: Automated board and financial reporting
- Supported: XBRL support for regulatory filing
Analytics and Reporting Features
- Supported: Personalized dashboards
- Supported: Color-coded scorecards
- Supported: KPIs
- Supported: Cost and profitability analysis
- Supported: Key Performance Indicator setting
- Supported: Benchmarking with external data
Integration Features
- Supported: Flat file integration
- Supported: Excel data integration
- Supported: Direct links to 3rd-party data sources
Workday Adaptive Planning Screenshots
Workday Adaptive Planning Integrations
Workday Adaptive Planning Competitors
Workday Adaptive Planning Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | Apple iOS, Android, Windows Phone, Mobile Web |
| Supported Countries | United States, Canada, United Kingdom, Ireland, Australia, New Zealand, and many more! |
| Supported Languages | English, Spanish, French, Japanese, Portuguese (Brazilian), Russian, Polish, Dutch |
Frequently Asked Questions
Workday Adaptive Planning(formerly Adaptive Insights) is a financial planning and reporting tool. It includes automated budgeting and forecasting, financial reporting, and other active planning capabilities, including integrations with third-party products like Salesforce.
Reviewers rate Financial budgeting highest, with a score of 9.
The most common users of Workday Adaptive Planning are from Mid-sized Companies (51-1,000 employees).
Workday Adaptive Planning Customer Size Distribution
| Consumers | 0% |
|---|---|
| Small Businesses (1-50 employees) | 0% |
| Mid-Size Companies (51-500 employees) | 60% |
| Enterprises (more than 500 employees) | 40% |
Comparisons
Compare with
Reviews and Ratings
(337)Attribute Ratings
- 7.7Likelihood to Renew
- 7.3Availability
- 9.1Performance
- 9Usability
- 8.1Support Rating
- 7.3Online Training
- 8.2In-Person Training
- 9.4Implementation Rating
- 8.2Configurability
- 8.6Product Scalability
- 8.2Ease of integration
- 6.4Vendor pre-sale
- 8.2Vendor post-sale
- 7.6Data Sources
- 7.5Data Sharing and Collaboration
- 8.2Professional Services
- 7.3Contract Terms and Pricing Model
Reviews
(1-25 of 161)Companies can't remove reviews or game the system. Here's why
March 28, 2024
Workday Adaptive Planning Review
We use Workday Adaptive Planning mostly for our monthly and annual P/L planning. Recently, we started using model sheets for Capex cash spend tracking. Workday has helped with version control which is crucial with over 50+ users.
- Version Control
- Import of transactions and importing data is straight forward and fast. Split accounts also allow user to improve accuracy.
- Admin has control over design and layout of sheets instead of IT.
- Text field from spilt accounts does not migrate into office connect. For example: Capex account: Capacity, free text field: 4 fork lifts, Timespan: April, Total: $160k. Officeconnect can only show Account, Timespan and Total. IE Capacity, April, $160k.
- Scenario can only merge to base version. Cannot merge into different version.
March 14, 2024
Solid and intuitive planning solution
We purchased Adaptive Insights three months ago and are currently still in the implementation phase. We have our PnL currently up and running but it is our intention to build a full three statement model in Adaptive. The very intuitive interface allowed us to progress quickly with the implementation. At this moment all of our users are from the local finance teams but as we progress with the roll-out of our functional budgeting we will give other departments viewing and reporting access as well.
- A very intuitive solution from a budget contributor point of view. The sheets are clean and the drag and drop functionalities make it easy to get started.
- The many different custom dimensions and attributes make it easy to slice and dice the data to your liking.
- The Adaptive logic is different than the Excel logic so it does require you to revise your current Excel models to bring them onto the platform.
- We are still trying to figure out if, and how easy it is to bring more complex models to Adaptive (predictive modeling, Monte Carlo simulations etc).
March 08, 2024
Adaptive review from a national nonprofit
We use Adaptive across the entire organization, which includes 5 major departments and 85 business units/chapters. We plan each year in Adaptive and track and manage expenses. We use Discovery to monitor KPIs. Before Adaptive, everything was in spreadsheets that had to be consolidated by hand. Before Adaptive generating the monthly reports for each unit took 1 week per month, or 3 months of the year. Now, all financial information is available instantly. Better access to information and KPIs has allowed us to lower our expenses and increase revenue. All the grumbling about budget season has stopped and I'm actually hearing people say that they "love Adaptive."
- Discovery - monitoring KPIs. The new Discovery interface is the easiest dashboard I've ever used. I can have a new report on a Dashboard in under a minute.
- Reporting - the click and drag graphical user interface makes it easy to design reports to answer almost any financial question. It also makes it easy to adapt a single report for 100 different users.
- Planning - having multiple versions and multiple levels allows us to compare, contrast, monitor and manage with ease.
- The in-house consultants who originally set up Adaptive were poor listeners - and as a result built a model that didn't work for my organization. I had to hire an outside consulting firm with more experience with nonprofits to redo my model. I lost about 1 year of usefulness as a result.
- Mastering attributes for reporting takes time. The system can do many things, but not without lots of time and effort. I ended up hiring a consultant to build initial reports I needed. I'm comfortable enough now to edit and update, but still have some hesitancy building new reports. One difficulty I have is not knowing the impact a single change, such as the name of a field, can have on everything else associated with that named field or dimension or attribute. It would be nice to have a map showing the links between everything.
Workday Adaptive Planning is being used by our entire company. The admins of the system are on the financial planning and analysis team. Each budget owner goes in to fill out their department's budget first, which is then reviewed by the FP&A team/CFO and there are typically three iterations of going back and forth on the requested options. This is way better than how we previously budgeted, which was on an Excel spreadsheet.
- Forecasts very easily
- Setting up formulas to auto populate certain areas makes it much easier for budget owners to fill it out.
- Collaboration between the FP&A team as well as the budget owners is all done within Workday Adaptive Planning rather than through team messages or emails. Much more efficient.
- There have been some issues with the mapping between Workday Adaptive Planning and our accounting system, Intacct, that has required additional support beyond what we were able to do in house.
- Some of the formulas break due to budget owners not knowing what they are doing. This has been fixated with updates to Workday Adaptive Planning over the years but it still pops up every once in a while.
- Better reporting functionalities.
February 26, 2024
Workday Adaptive Planning – It’s Versatile!
Score 10 out of 10
Vetted Review
Verified User
We use Workday Adaptive Planning for budget and forecast planning, reporting (utilizing both web and office connect excel reports), and analytics. The system is primarily used by finance now, until we role it out to other departments in our business; which we’ve already begun to do. With Workday Adaptive Planning we are able to compile large amounts of data from the bottoms up but also have the flexibility of modeling at a high level. The system is versatile and can be used for not only financials, but headcount, and performance data as well.
- Creation of Versions.
- Reporting and Dashboarding.
- Model Flexibility.
- Web reports within Dashboard would be great.
- Version to Version referencing within model formulas.
- Calculations within reports that allow you to add data across different versions.
February 13, 2024
Workday FINS and Adaptive simultaneous implementation, 3 years on
Our company's core financial forecasting is done in Adaptive, integrated with our Workday FINS platform for our GL. Adaptive is the key component in our financial and company performance
forecasting. We were coming off of homebuilt and manual planning tools, and the
shift has made us a lot more responsive to the changing environment of the last
3 years. Executive team trusts the results, and is confident that we have the
tools we need to provide insights.
- Our annual budgeting and forecasting process at a company and cost center level
- integration with Workday FINS is seamless
- Integration with Excel is a huge bonus and really where our users spend the most time.
- We don't know what we don't know...more training on specific use cases would have expanded our use of the tools
- There is certainly a cost associated with it, we're glad we have the combined package with Workday
- The tool has its own language and lexicon, and you have to adapt (no pun) to it
February 07, 2024
Excellent Planning and Analytics Tool.
We use Workday Adaptive Planning for our budgets and forecasts that end up back in Workday Finance. We also integrate Actuals from Workday Finance, HCM, and other software to create comprehensive analytics and reports.
- Better than Excel for multi-faceted planning.
- Allows real-time collaboration, analytics, and reporting.
- Gives power users the flexibility to create their own planning models.
- Allows integration of multiple different data sources.
- Web reports and sheets are not great for in-depth reporting, and require the use of the OfficeConnect for Excel plugin and, therefore, the use of Excel for extensive reporting capabilities.
- It has limited formula functionality in some instances, requiring again the use of OfficeConnect for Excel for extensive calculations.
- I would like to see new planning sheet types or upgrades to existing sheet types; functionality has been the same for over 10 years.
December 15, 2023
CareStar recommends Adaptive Insights for reporting and dashboards
We use it for financial statements, budgeting, forecasting, and other operational reporting. We also use the dashboard for both financial and operational data. It is used by our executives and all our department directors. It has greatly streamlined our budgeting, forecasting, and financial reporting processes. Additionally, the dashboard provides a means to communicate KPIs in an efficient manner.
- Financial Reporting - financial statements are done instantaneously once the books are closed. There is no processing required. Recipients of the reports can obtain everything they need self-service. There is no distribution process required.
- Budgeting/forecasting - We converted our Excel process (which used 30 linked workbooks, 20 sheets each, and 50+ formulas each sheet, for a total of 30,000 formulas) to Adaptive. Now that the model is set up, new forecasts can be set up in minutes, rather than hours/days. The whole model is driver-based and easy to manage. It is much more intuitive for our directors, too. All they need to supply are updated drivers to run a new budget or forecast.
- Dashboard - We now have a company-wide mechanism for communicating KPIs, and both financial and non-financial data. Data can be presented both visually or in numeric formats.
- The Adaptive Planning portion of the suite is very mature and has few short-comings. The biggest improvement I can think of is the ability for formulas to cross versions.
- The Adaptive Discovery (dashboard) portion of the suite is much less mature. There are many chart types not available that are in Excel. For example, I would like to have an X-Y scatter chart to use. Also, some of the dial (chart) types have very little formatting options (like pie charts).
- While the object of the web-based product is to eliminate paper printing, there are times when it is necessary to print financial statements. It would be nice to print directly to pdf with the ability to format the reports.
December 08, 2023
Workday Adaptive Planning unlocks financial management
Workday Adaptive Planning is used to plan and maintain financial forecasts and spending during ongoing R&D projects. It is kept up to date with budget allocations, forecast changes, and most immortally it helps us to smartly track remaining budget to make sure we are within our allocation. Once the project is finalised, it is also used to track revenue generation.
- Financial analysis
- User friendliness
- User interface
- More instructional demos on different utilities
- More flexibility on custom set ups
- Info button to understand what some statically tools depict
November 08, 2023
Adaptive Insights - Effectively manage actual data and budget data
As an organization that represents over 230,000 members, we are using Adaptive Insights to generate reports that provide transactions and more drill down reports by department and sub categories across the entire organization. This enables all departments to review their budget at any time without waiting for the monthly reports to be distributed. In addition, this helps eliminate human errors as we are able to pull the reports and drill down to the exact transactions to review and confirm that they are coded correctly. We like that the system is web-based - accessible from anywhere as long as you have internet access. The only setback is our staff travel expenses are generated separately - not sure the reasoning behind that action.
- Web-based system which eliminates the need to purchase new software. System is accessible anywhere as long as there is internet access.
- Its features provide for good planning, budgeting, and forecasting.
- The ability to create customized reports is a very nice touch - we are able to share this across our organization.
- The drill down details are very helpful in confirming expenses.
- The layout of the various reporting options could be displayed in a more user-friendlier way. It's a bit difficult to locate where to find the reports.
- I'm finding that the drill down feature from the monthly financials section is not as convenient as it should be.
- The exporting to Excel or PDF format is a bit off - it's time consuming to manipulate the excel to a regular paper size.
- A tutorial on how to create different reports for different end users would be helpful.
We were capable to onboard departmental budgets accessible to users on the cloud instead of using the excel sheets. We able to extend our vision and helped the account managers to keep them updated, save time and use the budget with less manual efforts. It also helped to manage the spending and project the budget.
- It is very powerful while someone would like to work on multiple sheets together.
- We can also integrate or we can say copy the data from external excel sheets which makes life easy.
- It is also very helpful for planning without affecting the organizational budget for every department. It is very easy to use and manage.
- There are some limitations of this tool as well and personally I didn't like the way it restrict us to change the sheet frequently, it can be lead to wrong calculations for monthly or quarterly planning.
- This is also not much flexible, it should have integration mechanism to connect with other tools and data accessibility too.
- Sometimes we also faced the slowness issue while performing complex task. This can be improved.
March 29, 2023
Adaptive forecast creation !!!
Score 10 out of 10
Vetted Review
Verified User
Adaptive is our main tool to prepare/review and analysis our final figures between Actual/Currently scenario vs Budget vs Outlook
- Analysis of PL data by segments
- Improve our Business Partner support to review the data
- Prepare the data to extract, load and upload PL by Region
- Opex analysis
- Budget process
- Allocation expenses
- Forecast data
March 27, 2023
Great way to actively plan business processes and analyze all data across business units
Workday adaptive planning helps manage business of all sizes by providing analytical insights, forecasts and reports that help take business decisions with ease. It does not depend on shifting business needs or use of legacy software's and provides help in complex planning. One can track EBITA, growth, performance and other key performance metrics and is easy to integrate with CRM, ERP and BI solutions.
- It helps create dynamic plans for finances, operations and various functional units in an organization all under one platform
- It helps in scenario modeling to help analyze various business events and report by any number of business dimensions including channel, customer or product
- It can be integrated with any system including ERP, BI or CRM
- For complex KPI, it takes times in case the dataset is huge and can lead to business disruptions if not done in real time
- It cannot be shared with new individuals or stakeholders who were not initially added to a particular plan
- Plans cannot be shared easily over mail and require third party integrations
Workday is used by our entire company to manage and handle all aspects of Human Resources, Budgeting, Individual Goals, Training, and keeping track of each individual learning and courses they have taken. From an HR management standpoint, it is the backbone of our company.
- Keeps everything HR and Team management wise in one place
- Excellent and easy to use layout and user interface
- It's very easy to navigate and find your way around even for first time users
- Requires minimal training to get up and running
- Sometimes it can be a little difficult to find smaller details within the software that you might be looking for
- Can be a little overwhelming to those that are just looking to use one particular function
March 03, 2023
Adaptive Planning is the way to go
Adaptive Planning is a scalable FP&A tool that allows the company to make adjustments to budgets and forecasts with speed and efficiency. Instead of creating numerous excel files, Adaptive Planning has live cases of forecasts, budgets, and actuals. It is sheet based like Excel, but you can also use to plan all of your financial statements.
- Headcount Planning
- Expense Forecasting
- Software Amortization Schedule
- The more dimensions you add, the slower the software becomes.
- Not many great training tools for newer users
- Tracing formulas between sheets is not the best
December 16, 2022
Great product when properly trained
I use Adaptive Insights for mainly budgeting purposes and running monthly budget vs actual reports. It has helped the company dramatically with ensuring that we are using the correct and same version of the approved budget. We have 27 different entities creating budgets and within those entities up to 80 different departments. Before Adaptive Insights, there were a lot of Excel spreadsheets emailed back and forth. This created issues with version control. Adaptive Insights has also forced the company across all entities to map their chart of accounts in a similar fashion and use accounts for the same purpose.
- It does well with version control. I can ensure that all 27 entities know exactly which version is the correct budget that is approved.
- It does well with scenario planning. I can easily make adjustments with to the budget whether that is pushing sales, expenses, headcount, or capital projects.
- It does a good job with enforcing unity with the chart of accounts.
- It does permissions for different groups well.
- It did reporting groups and distribution well.
- There has been a real lack of training. This has caused issues especially with creating new reports.
- There could be better shortcut keys similar to Excel.
- There could be a better search functionality with the self tutorial area.
We are using Adaptive as our system of record planning and reporting application. The FP&A team is the primary editor of information, but read-only information is widely consumed across the org.
- Excellent documentation with articles and videos.
- Strong implementations network of consultants.
- Accessible staff for Q&A (like formulas Friday and other weekly sessions).
- Being cloud only, occasionally the model may be slow to load or update.
- Certain features like user assigned sheets are edit only or no access (no read-only access).
- Dimension level security is coming in a future release (Fall 2019).
- Cannot have multiple security profiles per user (one profile per account).
August 09, 2022
Workday Adaptive Planning at a glance
Workday Adaptive Planning is used for Financial Planning and Reporting activities. Workday Adaptive Planning is being used across the whole organization . Every cost center manager prepares an annual plan within Adaptive Planning.The FP&A team is the primary editor of information, but read-only information is widely consumed across the org. It helps in dynamic planning through collaboration across the team during planning. Adaptive Planning is also valuable for forecasting.
- Eliminates the need for Spreadsheet with far better collaborative feature
- Excellent User interface and ease of usage.
- Great analytics and charting. It stores historical information and is valuable for forecasting and comparing with historical data.
- Excellent tool to create dynamic models for budgets and forecasts that can connect directly to financials.
- Trend Analysis
- This being a SAAS Solution , sometimes the models are slow to update and load
- The search functionality can be improved with some user friendly tutorials.
- Not sure if it supports shortcuts like Excel. Seasoned excel users would like to have similar shortcuts.
- Documentation and training can be improved , specifically around creation of complex models and integration with other tools.
August 02, 2022
Adaptive Insights to the rescue
We have multiple units that need to be budgeted on an annual basis. Each of these entities is responsible for their own budgets using some assumptions driven by corporate. At the end of the process, it all has to be pulled together. Previously, using Excel, this was at least a full day process, with similar turnaround times every time something was changed at the base level. Now that process takes minutes.
- It is one database, so there is no pulling together or consolidating of data
- It allows for structural changes to be made such that if a corporate decision is made that impacts everyone, or even a segment of the units, the change can easily be made in minutes
- At the end of the process, often times we will want to dig into the numbers, and possibly change some, based on how they all roll up. Previously, this was an Excel nightmare. Now it is instant and seamless.
- Discovery provides an "at your fingertips" display of every KPI that you can dream up, as well as trends, breakdowns, and projections that are driving or being driven by those indicators.
- I would like to see the ability to completely turn off all calculations for a budget version, such that it is locked down, and would require an act of Congress to change a number. We have had a few cases where something was inadvertently changed AFTER the budget was finalized.
- The ability to back-up an entire budget would be helpful (see the comment above).
August 01, 2022
Acquire Adaptive!
In my organization, Adaptive Insights is used by managers only and some other workers at the second level. The only issue we currently have is that the data is uploaded manually, therefore, the other users don’t have the information updated real time.
- User-friendly
- It empowers users to work on their own
- It makes it easy to view and create online reports
- The option of a template is very important for the personalization of reports
- None
July 29, 2022
How do you differentiate?
Workday is a wonderful product that is very intuitive for the end user and for core HCM. Adaptive, Workforce Planning, Recruiting is where Workday falls down. What it does, and it does it well, is truly capacity planning, top-down, and not true Strategic Workforce Planning as described by the ISO standard or those organizations who excel at it. It can be modified to do those things with the use of a data lake and additional fulfillment modeling code. However, it still would struggle to fully integrate procurement (contingent labor and SOW labor), Industry X.O, Future Workforce, and external econometric data into the models.
- Capacity Planning.
- Financial Forecasting.
- Strategic Workforce Planning.
- Future Workforce.
- Fulfillment Modelling.
July 29, 2022
Adaptive Insights to the moon
Score 10 out of 10
Vetted Review
Verified User
Adaptive Insights is used for Financial Planning and Reporting activities. It's much more user friendly and efficient in regards to slicing and dicing the financial than extracting data to excel from our ERP.
- Adaptive is an excellent tool in creating dynamic models for budgets and forecasts that can connect directly to our financials.
- The most powerful tool of Adaptive is the ability to handle complex calculations behind the scenes while mupltiple users can access our instance and see the results in real-time.
- Adaptive Insights could improve it's user training by offering more video instructions that our included in customer subscriptions.
- The Office Connect feature is a great tool for working with financial data in Excel. I believe this will be an area to focus on improvement as many of their competitors have better functionality with pulling and drilling into data.
July 27, 2022
Adaptive Insights is very Intuitive
Adaptive Insights is being used across the whole organization. Every cost center manager prepares an annual plan within Adaptive Insights.
- Very Intuitive and easy to learn.
- Adaptive Insights can be managed and owned by Finance people and does not require IT involvement.
- Office Connect reporting is very useful.
- The new process tracker feature could be expanded.
June 09, 2022
Great Product
Score 9 out of 10
Vetted Review
Verified User
Adaptive Planning is a superior product. It has enabled greater and more detailed financial planning with significantly less work to do so. It has also reduced the time required to prepare the annual budget. A challenge for the operations staff was completing a budget with a system that is one size fits all. Adaptive allows me to build department-specific models driven by department KPIs. Operations now update KPIs which are mapped to the appropriate revenue and expense accounts. Office Connect is remarkable. We can update reports and data in excel with current GL totals by simply hitting refresh. The implementation was well done with time left over in the project to allow me to build my own models and get feedback from the implementation team. Moving forward, all modeling we did in excel will be done through Adaptive. It is our primary tool for day-to-day analysis.
- Adaptive allows me to build department-specific models driven by that department KPI's
- OfficeConnect is remarkable
- All modeling we did in excel will be done through Adaptive
- Because of the volume of models (user sheets), the ability to place models in folders based on the purpose or function would be helpful. That function does not exist so we have a long list of models and searching for the one we need is not efficient
- Better documentation and training related to advanced features in the system. We would like to enhance our modeling and make it more efficient but can't determine if what we want to be done can be done.
- Allowing GL accounts to link to more models we are an improvement. There is a limit on how many models you can link to a GL account. Because we use Adaptive for all our modeling, we have reached the capacity and had to develop workarounds.
January 09, 2022
Finance
I use Workday Adaptive Planning to track the budget and account for business expenses. From the time I started using Workday Adaptive Planning, I have become efficient at managing expenses in my team. Today we do not need to depend on accountants to provide department managers with monthly expense information for analysis and management [discussion].
- Budget management
- Expense tracking
- Finance management
- There should be a seamless integration between the accounting and the budget allocated.