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Workday Adaptive Planning Knowledge Center

Navigation Quick Tour

Describes the top menu toolbar, the nav menu, and describes navigation options.

Watch the video or read ahead: 

General Navigation

Top Toolbar

Every page in the model has the same toolbar across the very top. 

Top Menu Bar.png

1 The Workday W opens the nav menu, where you can get to different areas of the model.   

2 Use the breadcrumbs to link back to where you've been.  For example, if you're currently on the P&L sheet, click the Sheets bread crumb to go back to the sheets overview.

3 Select the version. Your default version is bold and is set by your admin. 

4 Click the question mark to open contextual product documentation articles. 

5 Click your profile avatar to open a dropdown menu.

Profile Dropdown

From here you can:

  • View and update your profile.
  • See how many other people are logged in. Available for Adaptive Planning stand-alone instances only. 
  • Get to your home page.
  • Open the Product Documentation home page.

Navigation Menu

Click the W to get to different areas of the model. Click a main menu item to go to its overview page, or click the arrow to the right of an item to view a sub-menu. 

Nav menu.png

Navigation Help in the Knowledge Center

Every section of the knowledge center has an interface tour page like this one.

Look for the Navigation Icon5.png  navigation icon and the heading How You Get There for directions.

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