Adaptive Planning Project | Modernization | Washington State University

Adaptive Planning is a budget tracking and planning tool that integrates with Workday. It will enable us to forecast budget models and make smarter decisions based on real-time data.

Adaptive Planning is slated for launch in early 2023. Learn more below, and check back here for updates.

Position Budget Training

Why Adaptive Planning?

The Adaptive Planning Project is the next step in our implementation of Workday at Washington State University. It will pair the program Adaptive Planning (a budget planning tool) with Workday for better budget planning and forecasting university-wide. The Modernization Department will lead this effort, with support from the university Budget Office and Deloitte.

WSU has never had the capability to do budget forecasting, and all budget planning has taken place in Excel spreadsheets. This has made it very difficult to track actual budgets compared with planned budgets, and limits the university to planning a year in advance at most. The Adaptive Planning Project will allow us to collect budget data, analyze it, and forecast future budgets using different models.

Note: Adaptive Planning is a budget forecasting and management tool, and it will not replace the WEBI data warehouse.

Project Communications

Here are the most recent project communications. Read all.

Project Timeline

We will implement Adaptive Planning in 3 phases:

Phases and Dates	Activity	Description	Milestones
Phase 1: February – June 30, 2022	Position Budget	Configure and use Workday to track actual budgets against projections and ensure salary savings (such as those from Primary Investigators who get grant funding) go where they are supposed to.	End-to-End Testing: April 25 – May 6 User Acceptance Testing: May 9 – 20 Data Collection: Early May Training: June and July Launch: Early July
Phase 2: July – December 2022	Test Adaptive Planning	Bring Adaptive Planning online for internal audiences (the Modernization Department, Budget Office, and Deloitte) to test the integrations between Adaptive Planning and Workday and make sure data is moving back and forth correctly and as expected.	Develop and review initial reports: Sept 6 – Sept 23 End-to-End and User Acceptance testing: Sept 24 – Oct 21 Training Central Budget Office: Oct 22 – Oct 28 Cutover and Launch: November
Phase 3: January – June 30, 2023	Launch Adaptive Planning	Launch Adaptive Planning for the broader university community and use it to plan the upcoming year’s budget.	Report Design for Departmental Users: Jan – Feb Departmental User Testing: March Departmental Training: March 19-24 Adaptive live for Departmental Use: April