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 […]

March Adaptive Grants Forecasting training and reminders

Workday Adaptive Grants Forecasting launched for all Grants Managers and Principal Investigators (PIs) on January 10, 2024. Learn more about the development of the tool here. Grants Managers and Principal Investigators (PIs) who have not yet attended live training are encouraged to register for the March 12 session in Percipio. Additionally, users of the Adaptive Grants Forecasting tool […]

Categories: Workday

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 […]

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 Workflow guide now available

We’ve created a new reference guide with instructions for processing Workflow in Adaptive Planning by submitting and approving sheets for various level owners. View the guide here. This guide is for designated users of Adaptive Planning, a budget tracking and planning tool that integrates with Workday. WSU implemented Adaptive Planning in April 2023. Learn more. […]

Categories: Workday

Adaptive Planning project winds down

Adaptive Planning launched successfully on April 6, allowing the WSU community to better forecast budget models and make smarter decisions based on real-time data. While the project is winding down, resources are still available to Adaptive users to learn more about this exciting new tool. If you’re an Adaptive User, you can review recorded trainings […]

Categories: Workday