Introduction to Adaptive: Planning & Reporting

Welcome to Revelwood’s Open Enrollment registration page.  Thank you for continuing to partner with us as we assist you and your team with your Workday Adaptive Planning instance and FP&A processes.  We are pleased to offer this training, at no charge, to you and look forward to you joining us for one of our scheduled classes.

Introduction to Adaptive: Planning & Reporting

This course is designed to introduce new users to Workday Adaptive Planning. Administrators and end-users will benefit from an in depth review of Workday Adaptive Planning basics including:

  • Navigation throughout the application
  • Foundational structure design elements (Levels, Accounts, Versions, Dimensions, and Attributes)
  • Budget entry in a student-created Operating Expense sheet
  • Standard, Modeled and Cube sheet demonstration
  • Basic Report creation using the Matrix report writing tool from within Workday Adaptive Planning
  • Review of Users/Roles/Security
  • Navigation through sheets/models display options and input capabilities
  • Introduction of the import functionality from within Workday Adaptive Planning

Once we’ve had a chance to review your submission, you will receive an email with further details.

Thanks again and we hope this training gets your team ready for the task at hand.

                         

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