Budgets in Workday Adaptive

This year, all budget planning will take place in Workday Adaptive Planning (Adaptive).
Use the guides and videos below to help you log in, build and review budgets, and use Adaptive’s key tools.

If you’re new to Adaptive, start with the Workday Adaptive Budget Guide, then move on to the Quick Reference Guides for step-by-step help with specific tasks.

Workday Adaptive Budget Guide (Start Here)

Your main training resource. Learn how to access, navigate the system, make budget updates, review data, and manage personal information.

PDF | VIDEO

Quick Reference Guides

Adaptive Planning: Setting Up Adaptive in Workday

This guide provides step-by-step instructions for adding the Workday Adaptive Planning module to your menu bar within Workday, to avoid the use of a separate webpage and/or login.

PDF

Advanced Data Entry
Learn how to work efficiently in the Budget Input Sheet, adjust values, copy data across periods, and add notes for context.
PDF | VIDEO

Customizing Data Views and Searching
Discover how to personalize your view, adjust display options, and use search tools to quickly locate specific revenue or expense items.
PDF | VIDEO

Snapshots & Exporting Data
Understand how to capture and export your data from sheets and reports as Excel or PDF files.
PDF | VIDEO

Need Help?

If you have questions or run into any issues during the budget process, please contact the Workday Support Team at workday@guestservices.com.

This site will be updated regularly.