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 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 […]
Adaptive Planning is a budget tracking and planning tool that integrates with Workday, helping to forecast budget models and make smarter decisions based on real-time data. The first phase of Adaptive Planning included the launch of Position Budget. You can read more about Position Budget, and find training and resources, here. Phase 2 of the […]
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 […]
Position Budget is planned to be active in Workday next week. We’ll let you know when it’s live, and share links for the 2 new reference guides. Training opportunities are still available for July 13 and 21. Sign up. Thank you to Area Finance Officers for getting their position budget data submitted on time! Check […]
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 […]
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 […]
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 […]
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 […]
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 […]