What is Workday Adaptive Planning?
Workday Adaptive Planning is the University’s planning solution designed for budget planning, forecasting, and reporting. The Adaptive Planning implementation will reduce the need to maintain ancillary systems across campus, while also capturing more detailed finance information and in-depth reporting. The tool will enhance the visibility of the University’s financial position to support decision making.
Adaptive is set to be implemented July 2024, replacing both Oracle PBCS (Plan UW) and our Compensation Administration Tool (CAT). PlanUW/CAT will be used for Budget Development and Submission for FY25, with data being mapped to Adaptive and Workday for FY25.
For any UW-Madison employees with questions related to the implementation of Workday-Adaptive Planning, please contact Ravi Rajani.
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||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|
ATP Workday & Adaptive Timelines
- Different Phase Duration; Go Live Together (July 2024)
- Adaptive will have multiple Phases; Phase 1 is outlined above:
- Plan UW/CAT will be used for Budget Development and Submission for FY24 and FY25 and Forecast for FY24. Data will be mapped to Adaptive and Workday for FY25.
Madison Advisory Group
The Madison Budget Office has created a work group, referred to as the Madison Advisory Group (MAG), to gather requirements from campus stakeholders, solicit feedback on decision items and provide project updates. The MAG has representation from all units across campus, consisting of academic, administrative and auxiliary representation; discussions are a valuable channel for UW-Madison to share their requirements back to the ATP Budget Team.
Meetings are held on a monthly basis, with materials shared via Box (access required).
Update on Project Activities