Adaptive Planning Project

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. The Position Budget phase of the project is underway. Learn more below, and check back here for updates.

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.

Project Timeline

We will implement Adaptive Planning in 3 phases:

Phases and DatesActivityDescriptionMilestones
Phase 1: February – June 30, 2022Position BudgetConfigure 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 2022Test AdaptiveBring Adaptive Planning online for internal audiences (the Modernization Department, Budget Office, and Deloitte) to test the integrations between Adaptive and Workday and make sure data is moving back and forth correctly and as expected.
Phase 3: January – June 30, 2023Launch AdaptiveLaunch Adaptive for the broader university community and use it to plan the upcoming year’s budget.