Workday Adaptive Planning

Workday Adaptive Planning 2025R2 Release: Version-Specific Overrides for Linked Accounts

November 12, 2025 by Cameron Burke

The 2025R2 release of Workday Adaptive Planning introduces a powerful new capability that many model builders and planners have been waiting for: version-specific overrides for linked accounts. This feature gives you the flexibility to decide when linked account behavior should apply and when you’d rather allow direct data entry.

Why This Matters

Linked accounts are a core part of Adaptive Planning, allowing you to tie calculations and flows across your model. But until now, they’ve come with a limitation: once an account was linked, it couldn’t be edited directly for any version – meaning the GL accounts that were linked to a model would show data from that model for ALL versions (excluding locked/archived versions). That was great for consistency—but not always for flexibility.

With the new release, you can now override linked accounts in specific plan versions. That means you can still take advantage of links when you want them, but unlock data entry for certain versions when you don’t!

This matters because you can now:

Import data into linked accounts without having to redesign your model.
Use Predictive Forecaster to populate linked accounts in planning versions.
Manually enter data into linked accounts on sheets.

In short, you get more control over when links enforce consistency, and when data entry needs to take priority.

How to Utilize This Feature

The new options live in the Link Filters section of the account settings for accounts that support links (Cube Standard, Cube-Entered, General Ledger, and Custom accounts).

Here’s what you’ll see:

Override links for specific version: A checkbox that turns on the override fields.
Link Version Selector: Choose which plan version you want the override to apply to.
Override Link Setting: Choose between:
- None → Keep the link in place.
- Data Entry → Allow imports, manual entry, and Predictive Forecaster to populate data.

1. Go to Modeling.
2. Click into the account type (Custom Account, General Ledger, or Cube Accounts from a sheet summary).
3. Select the linked account you want to adjust.
4. Check Override links for specific version.
5. Choose your version and set the Override Link Setting (None or Data Entry).
6. Save.
7. Start entering or loading your data.

Once enabled, you can enter or import data into those accounts directly within the selected version.

Where You Can Use Overrides

When you enable overrides, you can:

Enter or adjust values directly in sheets.
Bring in values through manual imports.
Load and export values using:
- Loaders in Design Integrations (for GL and custom accounts).
- customReportValues and exportData APIs.

For cube and standard accounts, this means you can import data into data-entry-linked accounts in the current version—a big win for planning workflows.

Important Considerations

There are a few nuances to keep in mind:

During actuals overlay periods, plan data will still display when a linked account is set with both:
- Enable Actuals for Link in the Actuals Overlay setting.
- Data Entry in the Override Link Setting.

This ensures consistency between actuals and plan data.

Final Thoughts

The release of version-specific overrides for linked accounts in Workday Adaptive Planning 2025R2 is a small change, but has big implications. By giving model builders and planners the ability to control when linked accounts can be overridden, Workday has struck a balance between structural consistency and planning flexibility.

If your business has ever struggled with needing to enter or import data into a linked account “just for one version,” this feature is going to make your life a lot easier!

Revelwood is more than just a Platinum Workday Adaptive Planning partner — we’re a trusted advisor to the Office of Finance. With 30 years of experience and award-winning expertise, we bring together powerful software, proven best practices and pre-built, ready-to-deploy solutions that accelerate time to value. Our team doesn’t just implement technology — we help finance teams transform the way they plan, analyze and make decisions. Discover how Revelwood can help you get the most out of Workday Adaptive Planning — and achieve results that matter.

Revelwood’s Workday Adaptive Planning Integration Center of Excellence

November 10, 2025 by Revelwood

Every CFO, FP&A leader, and finance analyst knows that having the right data at the right time is essential. But what happens when your systems don’t “speak the same language”? That’s where Revelwood’s Workday Adaptive Planning Integration Center of Excellence comes in.

At Revelwood, the Integration Center of Excellence (COE) for Workday Adaptive Planning is not just a concept. It’s a proven approach and body of expertise that helps organizations seamlessly connect Workday Adaptive Planning with a wide range of enterprise systems.

Integrations between Adaptive and other sources can often be the stumbling block for organizations. We’ve invested in specialized tools, libraries and repeatable methods to create a COE that makes integrations reliable, scalable and cost-effective.

A Quick Overview

Our COE for Adaptive includes:

Proven integrations with 100+ data sources (ERPs, CRMs, HR systems, databases).
Deep expertise with both standard connectors (NetSuite, Salesforce, JDBC) and custom API integrations for complex environments.
A robust library of reusable code that reduces implementation costs and makes ongoing maintenance faster.
A new open-source Python library for Adaptive, designed to help developers and finance teams work smarter.

Revelwood’s Integration COE for Adaptive ensures finance teams can trust their data, eliminate silos and focus on insights — not integration headaches.

Revelwood’s Workday Adaptive Planning Integration Center of Excellence brings proven methodologies, accelerators and deep technical expertise to streamline data flows into Adaptive. As a Platinum Workday Adaptive Planning partner, we deliver reliable, scalable integrations across ERPs, CRMs, HR systems and more — eliminating silos and ensuring trusted data for planning. With Revelwood, integrations become an enabler of insight. Discover how our Integration COE can help you build a connected, future-ready planning environment.

Mastering Cash Flow Management with Enterprise Planning

November 6, 2025 by Revelwood

In the ever-evolving landscape of financial planning and analysis (FP&A), effective cash flow management stands as a cornerstone for organizational success. A recent episode of FP&A Done Right – The Podcast on cash flow modeling delves into this critical topic, exploring how strategic planning can revolutionize the way finance teams approach cash flow forecasting and management.

The Imperative of Accurate Cash Flow Forecasting

Cash flow forecasting is more than just predicting inflows and outflows. It’s about enabling strategic decision-making and ensuring financial stability. This episode emphasizes the challenges organizations face with traditional forecasting methods, such as reliance on spreadsheets, which can lead to errors and inefficiencies.

Leveraging Company-Wide Planning for Enhanced Forecasting

Company-wide planning software is a powerful tool to address these challenges. We discuss how its real-time data integration and user-friendly interface allow finance teams to create more accurate and dynamic forecasts. Organizations can automate data collection and analysis, which enables finance teams and senior management teams to respond swiftly to financial changes and make informed decisions.

Core Principles for Effective Forecasting

Real-Time Data Integration: The importance of having up-to-date information for accurate forecasting.
Automation and Efficiency: How automating processes reduces errors and saves time.
Strategic Decision-Making: Utilizing accurate forecasts to inform business strategies and investments.
Scalability: Adapting forecasting methods to accommodate organizational growth and complexity.

This episode of FP&A Done Right provides valuable insights into modernizing cash flow management through technology. By adopting company-wide planning software, organizations can enhance their financial forecasting capabilities, leading to better strategic decisions and financial health.

For a deeper understanding, listen to the full episode.

Unlocking Workday Adaptive Planning’s Power with its APIs

November 5, 2025 by Rob Gordy

In our previous posts, What is an API and Using APIs with Postman, we introduced the basics of APIs and covered the popular API testing tool Postman. Now that you have a solid grasp of APIs, let’s dive into Workday Adaptive Planning’s APIs and explore their capabilities.

Adaptive’s APIs: XML and JSON

Workday Adaptive Planning provides two APIs for its users: an XML-based API and a JSON-based API. While both APIs allow you to interact with Adaptive, the XML-based API provides more functionality than the JSON-based API. Workday’s documentation outlines the various endpoints that are available for both the XML-based API and the JSON-based API.

Both of the APIs use version control to introduce, modify and deprecate functionality. This means that certain endpoints may be available when using one API version (eg: version 30), but may not be available when using a different API version (eg: version 40). Workday provides a changelog of the APIs to help keep track of these updates.

Pitfalls and Benefits

While working with Adaptive’s APIs offers many benefits, it also comes with some pitfalls:

Character Encoding: The XML-based API expects all data used in the API to be encoded for XML. This means that some characters, like the greater-than, less-than, quote and ampersand characters, need to be edited for Adaptive to properly understand the requests you are making.
Incomplete Functionality: While Adaptive’s APIs cover a large portion of the functionality available within the platform, there are several use cases that the API does not currently support. One example of that is reporting, which currently does not have any support.

However, there are several benefits to using Adaptive’s APIs. Some great use cases include:

Extending Functionality: Code values, like the ones associated with Adaptive’s Levels and Adaptive’s Accounts, can be edited within Adaptive’s website, but Adaptive does not support changing codes en masse. Fortunately, this can be accomplished via Adaptive’s APIs. For example, the code values for Adaptive’s Levels can be done by using the updateLevels endpoint.
Integrating with Third-Party Systems: Adaptive provides several ways to view and export data via Sheets, reporting, and OfficeConnect (amongst other functionality). However, many of those features require user interaction which can be a challenge when integrating Adaptive’s data into 3rd party systems. Luckily, Adaptive’s APIs provide a way to integrate its data with external systems. By using the exportData endpoint, you can pull data from Adaptive into third-party applications or services.

Simple API Call in Postman

To demonstrate how to use the exportVersions endpoint, follow these steps:

1. Open Postman and create a new request.
2. Enter the URL “https://api.adaptiveplanning.com/api/v40” and select the “POST” method.
3. Select the “Body” tab then change the data type to “raw” and set the data type to “XML” then enter the following XML payload (and change the credentials to match your Adaptive’s account credentials):

4. View the results, which should be all Versions that your Adaptive account has access to.

Next Steps

Continue to explore Adaptive’s documentation and APIs using Postman while thinking of use cases where the APIs could be leveraged. In the next post, we will provide some additional tools to help assist in using Adaptive’s APIs.

Protecting Project Margins: Why Real-Time Financial Planning Is the New Competitive Advantage in Construction

October 30, 2025 by Revelwood

Thin margins, volatile prices, and unpredictable schedules — financial planning in construction continues to be a balancing act between efficiency and uncertainty. As construction organizations finalize their 2026 budgets, the industry is navigating:

Material cost volatility eroding profit even after contracts are signed
Labor scarcity and wage inflation tightening bid competitiveness
Variance blind spots that lead to late discovery of overruns
Disconnected spreadsheets delaying insights when they matter most

In a market that moves this fast, waiting weeks to spot overruns is no longer sustainable.

From Reactive to Proactive: Agile FP&A for Construction

Real-time project cost visibility has become a strategic necessity. That’s why leading construction and homebuilding companies are turning to Workday Adaptive Planning — a more dynamic approach to project revenue forecasting, job cost tracking, and scenario modeling.

With Adaptive Planning, finance and project leaders can:

Automatically update Estimate at Completion (EAC)
Quickly assess margin impact from labor and material pricing changes
Model resource capacity amid market uncertainty
React faster to change orders with real-time what-if analysis
Integrate operational metrics with finance for better project decisions

You’re not just reacting to overruns — you’re preventing them.

What Success Looks Like: Berks Homes

Berks Homes, a rapidly growing homebuilder in Eastern Pennsylvania, needed a scalable financial planning solution that united finance and operations.

Before Workday Adaptive Planning:

Reports required manual data pulls from multiple systems
Up to 15 hours of effort per reporting cycle
No real-time cash flow visibility

After implementing with Revelwood:

Reporting time dropped to just 4 hours
Forecast accuracy improved
Leadership gained the insights needed to support growth

“Revelwood was the perfect partner for us… They shared their knowledge with us, leaving us in great shape to use Workday Adaptive Planning on our own.”
— Joe Campbell, Controller, Berks Homes

This is what smarter planning unlocks.

Ready for 2026 Planning Season?

Join Revelwood and Workday for a 45-minute session designed for finance leaders in construction to explore:

Managing material volatility and labor cost uncertainty
Improving cost allocation for equipment and shared resources
Preventing budget overruns with real-time project insights
Rolling forecasts and scenario planning for better bid decisions

November 18, 2025 | 1:00pm EDT

Featuring:
Dino Daddona – VP of Financial Transformation, Revelwood
Dave Miersch – Workday Adaptive Planning Practice Leader, Revelwood

Reserve your spot and stay ahead of 2026 planning pressures.

Register Here!

Using APIs with Postman: A Powerful Tool for APIs

October 29, 2025 by Rob Gordy

In our first blog post, we introduced the basics of Application Programming Interfaces (APIs) and explored their benefits in automating tasks, streamlining processes and gaining insights into financial data. As a Workday Adaptive Planning user, you’re likely eager to start using APIs to enhance your workflow. One powerful tool that can help you achieve this is Postman.

What is Postman?

Postman is a popular API testing tool that allows developers and non-technical users alike to send, test, and debug HTTP requests. It provides a user-friendly interface for building, sending, and receiving data between APIs, making it an essential tool for anyone working with APIs.

Why is Postman useful?

Postman is incredibly useful for several reasons:

Easy API testing: Postman allows you to easily send and receive data between APIs, without requiring extensive programming knowledge.
Visual interface: The Postman interface provides a visual representation of your requests, making it easy to understand the flow of data.
Support for multiple protocols: Postman supports both HTTP and HTTPS protocols, allowing you to test APIs from various sources.
Collaboration features: Postman enables team collaboration, allowing multiple users to work on API projects simultaneously.

In what scenarios is Postman used?

Postman is widely used in various scenarios, including:

API development: Postman helps developers build and test APIs before deploying them to production.
Quality assurance: Postman is used to ensure that APIs are working correctly by sending test requests and verifying responses.
Business integration: Postman enables business users to integrate third-party services with their own systems, without requiring extensive technical expertise.
Documentation: Postman can provide example API calls, API responses, and additional information that is helpful in understanding how specific APIs work.

How to download and install Postman

Downloading and installing Postman is straightforward:

1. Visit the Postman’s download page on its website (https://www.postman.com/downloads/) and click on the button that should match your operating system.

2. The remaining steps may differ depending on your operating system. For non-Windows devices, follow the appropriate installation process for your operating system. Windows installations can continue by running the Postman executable file that was downloaded in the above step.

3. Postman will open and will allow you to create a free Postman account, log into an existing Postman account, or use Postman without an account. Using Postman without an account will restrict functionality within the application. A Postman account can be created and/or logged into at a later time. To continue without an account, select “Continue without an account” then click “Open Lightweight API Client.”

Basic navigation of some of Postman’s features

Once installed, let’s explore some basic features in Postman:

Requests: Requests are individual API calls that can be sent using Postman’s visual interface.
Headers: Headers are used to configure various settings, such as authentication or content type.
Body: The body contains data associated with the request, like when submitting forms.
Response: The response area of Postman contains information relating to what was received from the API call, including the response body, response headers, status code, and duration of the request.

There are several other features available in Postman, but the majority of them require a free Postman account. Some those essential features include:

Collections: Collections are groups of related requests that can be saved and reused. You can create new collections or import existing ones from other users.
Environment variables: Environment variables allow you to store sensitive information (e.g., username/password, API keys, etc.) securely and reuse them across multiple requests.
Workspaces: Workspaces group collections, environment variables, and other items into a single area.

Next Steps

Knowing what an API is and how to use an API through Postman are key first steps in using any system’s API. In the next post, we will leverage the topics mentioned so far by diving into Workday Adaptive Planning’s APIs.

Introduction to APIs: A Primer for Business Users

October 22, 2025 by Rob Gordy

As business users of Workday Adaptive Planning, we are constantly looking for ways to automate tasks, streamline processes, and gain insights into our financial data. One powerful tool that can help achieve these goals is the use of Application Programming Interfaces (APIs). In this series, we will explore the basics of APIs, introduce a popular API testing tool called Postman and then dive deep into Workday Adaptive Planning’s APIs.

What is an API?

An API is essentially a set of rules that allow different software systems to communicate with each other. It acts as a messenger between applications, allowing them to exchange data in a standardized way. Think of it like sending a letter: just as you need to write the correct address on the envelope and follow the postal service’s rules, APIs provide a common language for applications to understand each other.

What are APIs used for?

APIs are incredibly versatile and have numerous use cases. Some common scenarios include:

Automating data import/export between systems
Integrating third-party services (e.g., payment gateways, social media platforms)
Building custom workflows and business logic
Enhancing user experiences with dynamic content and features

What makes APIs helpful?

APIs offer several benefits to businesses. They enable us to:

Reduce manual data entry and processing time
Increase data accuracy and consistency
Improve scalability and flexibility in our systems
Enhance collaboration and integration between different teams and departments

Common components of a Request

When making an API request, several key pieces of information are typically required. Let’s break them down:

URL: The Uniform Resource Locator (URL) is the address of the API endpoint. Majority of Adaptive’s APIs use a single URL, but some of Adaptive’s APIs and many other APIs utilize URLs as different API endpoints.
- Common components of a URL (e.g., https://www.example.com/v1/users?filter=posted>20251015&sort=journal_id):
  - Schema (https://)
  - Subdomain (www.)
  - Domain (example.com)
  - Path (/v1/users)
  - Parameters (?filter=posted_date>20251015&sort=journal_id)
Headers: Headers are key-value pairs that provide additional context about the request. They can include things like authentication credentials, content type, and accept language. Adaptive’s APIs typically do not require request headers.
Body: The body of the request contains the actual data being sent to the API. This can be in various formats (e.g., JSON, XML) depending on the API’s requirements. Adaptive’s APIs typically require an XML body.

Common components of a Response

When an API returns data, it typically provides a response that includes:

Status Code: An HTTP status code that indicates the outcome of the request (e.g., 200 OK, 404 Not Found)
Headers: Similar to requests, headers provide additional context about the response.
Body: The body contains the actual data returned by the API. Adaptive’s APIs typically return an XML body.

Common Headers

Some common headers you’ll encounter when working with APIs include:

Authorization: Provides authentication credentials
Content-Type: Specifies the format of the request body (e.g., application/json)
Accept: Indicates the preferred response format (e.g., application/xml)

Common HTTP Status Codes

APIs return specific status codes to indicate the outcome of a request. Here are some common ones:

200 OK: Request successful
400 Bad Request: Invalid request syntax
404 Not Found: Requested resource not found

Next Steps

Having an understanding of the basics of an API is critical to using APIs. The next post in this series will introduce Postman, which will leverage the basics of an API outlined in this post.

Using Dashboards for Planning

October 15, 2025 by Julia Seelin

Typically, dashboards are known for their ability to house charts and graphs that are dynamic in which version they look at, the time, and the Levels. However, dashboards can be used for planning purposes because of the ability to drop existing sheets on and edit them live on the dashboard.

You have the functionality to add Cube, Modeled, and Standard sheets side by side and edit them as if you were in the Sheets tab. In the sheet itself, you can enter at any level and save your changes. From there you are able to see the changes to the financials that are reflected in other charts and graphs on the dashboard.

Adaptive gives you the ability to have multiple tabs. You can create different pages for each area of the budget process making the dashboard a one-stop-shop for all your planning needs.

Importing Transactions

October 8, 2025 by Julia Seelin

Manually uploading transactions into Workday Adaptive Planning is a useful method for adding data outside of automated integrations. Here are the steps you need to take to do this:

Step 1: Edit the columns that will appear in your transaction report by navigating to Model Management > Transactions.

Step 2: You can add various text or dimension columns that will be displayed when you drill into transactions.

Step 3: After you add the necessary columns, you are ready to upload transactions.

Step 4: To get the correct import template, you go to the Import Data section under Integration. Before you select “Download template.” you want to make sure you have the transaction option selected as seen below.

Step 5: Once that is selected, you can import transactions.

Step 6: You will be prompted to map any unmapped accounts, levels or dimensions.

Step 7: The last screen you will see before importing is an option to “Delete Existing Transactions.” This will delete all transactions in Adaptive, even the ones outside the level you are importing too.

You may need to do multiple imports, because there is a limit on how many Adaptive will take in one upload file.

Workday Adaptive Planning

Why This Matters

How to Utilize This Feature

Where You Can Use Overrides

Important Considerations

Final Thoughts

Read more Workday Adaptive Planning Tips & Tricks:

A Quick Overview

Read more from this series:

The Imperative of Accurate Cash Flow Forecasting

Leveraging Company-Wide Planning for Enhanced Forecasting

Adaptive’s APIs: XML and JSON

Pitfalls and Benefits

Simple API Call in Postman

Next Steps

Read more Workday Adaptive Planning Tips & Tricks:

From Reactive to Proactive: Agile FP&A for Construction

What Success Looks Like: Berks Homes

Ready for 2026 Planning Season?

What is Postman?

Why is Postman useful?

In what scenarios is Postman used?

How to download and install Postman

Basic navigation of some of Postman’s features

Next Steps

Read more Workday Adaptive Planning Tips & Tricks:

What is an API?

What are APIs used for?

What makes APIs helpful?

Common components of a Request

Common components of a Response

Common Headers

Common HTTP Status Codes

Next Steps

Read more Workday Adaptive Planning Tips & Tricks:

Read more Workday Adaptive Planning Tips & Tricks:

Read more Workday Adaptive Planning Tips & Tricks:

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