Adaptive Planning

Work continues on 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. We’re currently in Phase 2, working on bringing Adaptive Planning online for the project team, and testing the integrations and data between Adaptive Planning and Workday. […]

Position Budget resources and training

Position Budget launched in Workday on July 15. Employees who missed the live training sessions, or who wish to review training and support materials, can find them below: Reference guides: Create Position Budget Create Position Budget Amendment  Recorded training and course presentation: Position Budgeting in Workday training As a reminder, here are the Workday reports […]

Position Budget launches in Workday

Position Budget launched in Workday today. Thank you to everyone who helped test, share feedback, and provide data to make position budgeting in Workday a reality! Here are 2 new reference guides to help set up and maintain position budget: Create Position Budget Create Position Budget Amendment Space is still available in the training session […]

Categories: Adaptive Planning

Position budget data due June 24

Area Finance Officers (AFOs) and Security Partners are working with members of the Adaptive Planning project team to prepare final position budget data for upload to Workday. Because the due date is near fiscal year-end, we are working to provide AFOs ample time to validate and load position budget data into Workday. The deadline for […]

Categories: Adaptive Planning

Position Budget testing completed

We’ve completed End-to-End testing and User Acceptance Testing (UAT) for position budget in Workday. This wraps up the testing portion of the position budget phase of the project. User Acceptance Testing User Acceptance Testing sessions ran from May 18 through May 20. The 22 testers who participated each ran through 7 scenarios, documenting the results […]

Categories: Adaptive Planning

Position Budget training available this summer

Employees holding Position Budget Manager and Position Budget Specialist roles are invited to attend a new training on Position Budgeting in Workday. This virtual instructor-led training will provide information on how to carry out the position budget functions in Workday, including how to perform business processes, and where to find reporting resources for position budget […]

Categories: Adaptive Planning

User Acceptance Testing begins this week

User Acceptance Testing (UAT) for the Position Budget/Adaptive Planning Project begins this week. Since May 9, the project team has worked on loading data into the system, developing tester workbooks, and more. The testing sessions occur May 18-23. We’ll work on resolving defects and wrapping up testing May 24-27. Thank you to Area Finance Officers […]

Categories: Adaptive Planning

End-to-End testing completed, budgeting for benefits issue resolved

End-to-end testing for the Position Budget phase of the Adaptive Planning Project completed on April 29. The team of 11 testers completed 8 scenarios each, documenting each one in their tester workbooks. They also provided feedback and discussed functionality. Of the 88 total scenarios completed, 5 of them “failed.” One of the scenarios failed due […]

Categories: Adaptive Planning

Position Budget update: Testing kicks off

Here’s the latest about the Position Budget phase of the Adaptive Planning Project: End-to-End Testing (E2E) kicked off last week. Testers are using sample data from different areas across WSU to complete position budget tasks in Workday, and helping identify defects to be addressed prior to User Acceptance Testing (UAT). We have enough testers for […]

Categories: Adaptive Planning