Frequently Asked Questions

No. Adaptive Planning is a budget forecasting and management tool. It will not replace the WEBI data warehouse.

A “position budget” reflects the annual funding that is needed to cover compensation costs of both filled positions and planned new or vacant positions.

If the budget is greater than the actual costs, this will generate “salary savings” (sometimes called “salary accruals”). For example, a Principal Investigator (PI) receives a grant, which offsets some of the cost of their salary that’s covered by a different fund source. This generates salary savings that can be returned to the PI as incentive to continue research or used for other strategic purposes.

Position budgets are tied to the position record, and only one active budget can be in place for each position. This means that each position budget should be submitted with all lines by one area to avoid duplication. We recommend that the area that holds the majority of the funding for a position submits the position budget in their file, while collaborating with other contributing areas to collect the appropriate lines for each position. This will account for all positions without duplicate records coming in from other areas, which may cause issues with the data load. Note: Once loaded into Workday, the position budget will show up on reports corresponding with the worktags assigned, and not be limited to only the area that submitted it.

Yes, if a position is split-funded, you may add multiple lines. Please include the position number on each line, then identify the compensation and/or fringe amount associated with each set of worktags. If all worktags are the same, please condense them to one line, as Workday will not allow multiple lines that have all matching worktags.

Yes, if deemed appropriate by the area, a worker can hold both the specialist and manager roles for position budget. If a worker submits a position budget event on a cost center for which they also hold the manager role, actions will automatically be approved.