Adaptive Planning

Upcoming training for Adaptive Planning for university budgets

In anticipation of the upcoming Fiscal Year 2025 Budget Planning Cycle, the Budget Office is offering two training sessions for both new and existing Adaptive Planning users who may want a refresher on the system. These sessions will be offered through Percipio on the following dates: Thursday April 25, from 9:30 to 11 a.m. Tuesday […]

Adaptive Grants Forecasting launches Jan. 10

Workday Adaptive Grants Forecasting is live for all Grants Managers and PIs beginning January 10, 2024. Workday Adaptive Grants Forecasting is the first university-wide grants forecasting tool, enhancing support for research on a brand new level. The tool is intended to assist Grant Managers and Principal Investigators (PIs) across the WSU system in projecting future […]

Two new Adaptive budget versions now available

Two new budget versions are now available in Adaptive Planning. The two new versions are as follows: FY2024 – Amended Finance Budget Budget Amendments from Workday will be reported on the Financial Budget Amendment Sheet FY2024 – Amended Position Budget Position Budget Amendments from Workday will be reported on the Position Budget Sheet Both versions […]

Award setups to include Cost Share budget breakdowns

Coming soon, the Award Setup process will enable the inclusion of cost share budget breakdowns in the Budget Setup tab in MyResearch. The cost share budget information submitted during an award setup will then be automatically included in Workday budgets for grants. This allows for better reporting in Workday on progress toward meeting cost share […]

Issue Resolved: Adaptive Planning Position Budget Sheet Data

Known Issue: An issue with data in the Position Budget Sheet has been reported and a maintenance activity has been scheduled for Friday, 11/17 to fix the issue. Time to Resolution: Resolved Details: A fix was deployed on 11/17 that resolved a data issue in the Position Budget Sheet that was discovered to be the […]

Known Issue: Adaptive Planning Position Budget Sheet Data

Known Issue: An issue with data in the Position Budget Sheet has been reported and a maintenance activity has been scheduled for Friday, 11/17 to fix the issue. Time to Resolution: Friday, 11/17 Details: A data issue in the Position Budget Sheet has been reported and after review was discovered to be the result of […]

Workday Adaptive Grants Forecasting coming January 2024

In August 2023, Modernization and Deloitte announced their collaboration to develop a new grants forecasting tool, called Workday Adaptive Grants Forecasting, for WSU. We are excited to provide the following update, including a planned launch date, for this new resource. Modernization would first like to thank the members of the WSU community who provided valuable […]

WSU collaborates with Deloitte on grants forecasting tool

Modernization is excited to announce a new project in collaboration with Deloitte to develop a grants forecasting tool using Adaptive Planning. The project is underway with the intent to provide a standard tool for Grant Managers and PIs across the WSU system to use in order to project future expenses and remaining balances on their […]

Adaptive Planning testing in progress, training available soon

Adaptive Planning is a tool that integrates with Workday to allow us to track and plan budgets using real-time data. To prepare for launch in April 2023, the Adaptive Planning project is currently performing User Acceptance Testing (UAT), as well as conducting training for future Adaptive users. Adaptive UAT began February 27, 2023. During testing, […]