Adaptive – Workday

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 2025, replacing both Oracle PBCS (Plan UW) and our Compensation Administration Tool (CAT). PlanUW/CAT will be used for Budget Development and Submission for FY25 and FY26, with data being mapped to Adaptive and Workday for FY26.

For any UW-Madison employees with questions related to the implementation of Workday-Adaptive Planning, please contact Simi Ragha.

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

ATP Workday & Adaptive Timelines

Key Points

  • Different Phase Duration; Go Live Together (July 2025)
  • Adaptive will have multiple Phases; Phase 1 is outlined above:
  • Plan UW/CAT will be used for Budget Development and Submission for FY25 and FY26 and Forecast for FY24 and FY25. Data will be mapped to Adaptive and Workday for FY26.

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).

Adaptive Community

Update on Project Activities

More information to come on project activities starting Sep ’24