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Workday Adaptive Planning Knowledge Center

Extra Office Hours 03.24.2020: Planning Through Uncertainty - Tips for Topside Adjustments (57m 56s)

This video is a more detailed and complete version of the Planning Through Uncertainty: Sample, Tips and Tricks video.  The topics covered include:

  • Creating new what-if versions and controlling who can view them.
  • Quickly updating your plans related to travel, workforce, and capital.
  • Making summary adjustments to key account groups like revenue and expenses.
    • Easily adjust total revenue or various revenue streams independently.
    • Create adjustment accounts for unplanned expenses (e.g.  Employee relief programs, updates to payroll)
  • View the impact of the changes in real-time on Net Income and Cash Flow (if you already forecast cash), via web reports and dashboards.
  • Creating sheets to be able to quickly model out headcount change as well as several scenarios for each version of your plan.
    • Model adjustments to headcount by Level to see the impact.
    • Setup drivers to quickly model a summary P&L across multiple scenarios.
  • Customer Q&A throughout the call.

Note that dashboards are briefly used for some examples and are an optional feature, they may not be part of your subscription.

The user interface might not match what you see in this video.