What is Workday Adaptive Planning?
Workday Adaptive Planning is the University’s planning solution designed for budget planning, forecasting, and reporting. Adaptive Planning will be available in October FY26, replacing both Oracle PBSC (Plan UW) and our Compensation Administration Tool (CAT).
Training for Adaptive Planning started in August and emails were sent to those who have the security role for Adaptive Planning. Wisc7 will be used as a practice tenant.
Finance Facilitators - Budget/Adaptive
We will continue to engage with our Finance Facilitators Group (previously referred to as Madison Advisory Group or MAG). Any materials relevant to these periodic meetings will be shared via Box (access required). Please click here to find the Finance Facilitator(s) for Budget/Adaptive for your S/C/D.
Adaptive Planning Scope
| UW End-to-End Business Processes | Workday Functional Areas | Workday SKU Modules | Phase* |
|---|---|---|---|
| Operational Budgeting | Financial Planning | PLNF - Financial Planning | R1 |
| Compensation Planning | Financial Planning & Workforce Planning | PLNF - Financial Planning & PLNW - Workforce Planning | R1 |
| Planning Allocations | Financial Planning | PLNF - Financial Planning | R1 |
| Fiscal Year Forecasting | Financial Planning | PLNF - Financial Planning | R1 |
| Mulit-year Forecasting | Financial Planning | PLNF - Financial Planning | R1/2 |
| Auxiliary Driver Based Budgeting | Financial Planning | PLNF - Financial Planning | R1 (was in phase 2) |
| Strategic Long Range Financial Planning | Financial Planning | PLNF - Financial Planning | 2 |
| Tuition & Fee Revenue Driver Based Modeling | Financial Planning | PLNF - Financial Planning | 2 |
| Capital Projects and Assets Planning & Budgeting | Financial Planning | PLNF - Financial Planning | 2 |
| Commitments Planning | Financial Planning | PLNF - Financial Planning | **R1/2 |
| Endowment Modeling | Financial Planning | PLNF - Financial Planning | 2 |