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Workday Adaptive Planning

Optimizing FP&A in Multi-Site Healthcare Organizations

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Managing a multisite healthcare organization – such as a group of eye doctors or urgent care centers – is a complex endeavor. These healthcare organizations have multiple locations with diverse revenue streams. it’s critical to have a robust system for budgeting, forecasting, and reporting. 

Increasingly, these healthcare organizations are turning to Workday Adaptive Planning for their centralized FP&A activities.

Key Benefits for Multisite Healthcare Organizations

Workday Adaptive Planning is designed to empower healthcare organizations with tools that simplify and enhance financial planning and analysis. Here’s how:

  1. 1. Streamlined Budgeting and Forecasting: Multisite organizations often spend countless hours building budgets for each location. Workday Adaptive Planning reduces this time significantly by providing a centralized platform where budgets and forecasts can be created, updated, and managed with ease.
  2. 2. Sophisticated Reporting Capabilities: Complex reporting is essential in healthcare for analyzing performance and making strategic decisions. Workday Adaptive Planning enables detailed reporting on critical metrics such as:
    • Reimbursement rates
    • Non-billable hours
    • Daily sales outstanding (DSO)
    • Specialty-specific revenue and expenses

This granularity ensures leaders have the insights needed to optimize operations across all locations.

  1. 3. Enhanced Visibility into Financial Processes: The platform offers a more transparent and detailed view of the budgeting process. This enhanced visibility enables proactive adjustments, ensuring that budgets align with organizational goals.
  2. 4. Census Information Management: Healthcare organizations rely on accurate census data for resource allocation and planning. Workday Adaptive Planning facilitates tracking and charting census information to support data-driven decisions.

Comprehensive Tools in One Centralized Platform

Workday Adaptive Planning consolidates essential tools into a single, user-friendly interface. Key functionalities include:

  • Volume-Based Modeling: Optimize resources and services by projecting patient volumes and aligning them with operational capacity.
  • Capacity and Workflow Planning: Streamline staffing and resource allocation to improve efficiency and patient outcomes.
  • Forecasting and Budgeting: Create short-term and long-term financial plans tailored to each site’s unique needs.
  • Revenue Recognition: Customize revenue reporting to reflect specialty-specific practices and ensure compliance with accounting standards.
  • Practice and Location-Level Reporting: Gain granular insights into individual practices or sites to identify areas of improvement and replicate success.

Adopting Workday Adaptive Planning equips multisite healthcare organizations with the agility and precision needed to navigate a rapidly evolving industry. Its intuitive design ensures ease of use for financial teams, while its robust features empower organizations to focus on what matters most—delivering exceptional patient care.

By investing in a system that integrates budgeting, forecasting, and reporting, healthcare organizations can drive operational efficiency, reduce costs, and improve decision-making at every level.

Read more from this series:

Workday Adaptive Planning for Managing Cash Flow

Workday Adaptive Planning for Complex Workforce Planning

Transforming Financial Planning: How LEARN Behavioral Streamlined Operations with Workday Adaptive Planning

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Why Scenario Planning is a Must-Have Skill for Today’s FP&A Teams

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In today’s fast-changing business environment, agility is everything—and that’s where scenario planning becomes indispensable. In a recent episode of FP&A Done Right – The Podcast, titled Scenario Planning: Critical for Today’s FP&A Professionals, we unpack why this strategic tool is no longer optional for finance teams looking to stay ahead.

From Forecasting to Future-Proofing

Traditional forecasting often relies on a single set of assumptions, which can leave organizations vulnerable when the unexpected happens. Scenario planning, by contrast, allows FP&A professionals to explore multiple “what if” scenarios—ranging from best-case to worst-case—and understand the impact of various drivers on business performance. This proactive mindset transforms finance from reactive scorekeepers to strategic advisors.

Embedding Scenario Planning into the FP&A Process

The episode offers practical advice on how to build scenario planning into everyday FP&A workflows. It’s not just about having the right tools—it’s about having the right mindset and processes in place. The hosts emphasize that companies that make scenario planning a core part of their planning cadence are better equipped to respond to disruption, adjust course quickly, and make more confident decisions.

Real-World Lessons and Examples

Listeners will hear how companies are using scenario planning to navigate challenges like inflation, supply chain volatility, and changing customer behavior. By testing different assumptions and modeling potential outcomes, finance teams can guide their organizations through uncertainty with greater clarity and confidence.

Bottom Line? Be Prepared.

Scenario planning is more than a buzzword—it’s a critical capability for modern FP&A teams. If your finance organization isn’t already prioritizing it, this episode might just change your mind.

Listen to the full episode

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Understanding Drill Down in Web Reporting

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Drill down reporting is a powerful feature in Workday Adaptive Planning Web Reporting. It allows businesses to dive deeper into data for more precise insights. Here’s a quick guide to understanding its benefits and how to use it effectively.

Why Drill Down Reporting is Crucial

  • Uncover Hidden Insights: Identify trends or issues not visible at a high level (Can see variances or changes at children levels, accounts, dimensions and attributes).
  • Better Decision-Making: Understand why performance changes, helping refine strategies.
  • Targeted Reporting: Focus on specific metrics relevant to your department or team (marketing, sales, product, expenses, personnel).

How to Use Drill Down in Web Reporting

1. Go to Web Reporting and click on the “Edit” button on the report you are working on.

2. Select the “Report Properties” gear on the back end of the report.

3. Choose which Adaptive elements you want available for the drill down and click “Apply” (levels, accounts, attributes, dimensions). This also helps clean up the drill down options.

4. Save and run the report and go to the front end and click the component you want to drill.

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5. See the drill down and continue to drill into elements depending on the detail you want.

6. Once you are at the level of drill detail you want, click the “i” to see what your drill down consists of for the intersection of data. Make sure to click the “arrow” after you are done to return to the undrilled down report. DO NOT SAVE AT ANY DRILL DOWN VIEW! This will cause the report structure to change to the saved view.

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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.

Read more Workday Adaptive Planning Tips & Tricks:

Using Integration to Hard Code Calculated Values

Scheduled Report Notifications with Attachments

Workday Adaptive Tips and Tricks: Data Integration and Creating a Join Table 

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Workday Adaptive Planning for Managing Cash Flow

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This post continues our series on how we use Workday Adaptive Planning to solve problems. Each blog post focuses on a real-world client experience where Revelwood was presented with a unique or thorny problem.  We’ll explain our approach to how we solved it.

Revelwood Client: A construction company that prides itself on building homes that “just feel right.” They build quality-made homes across Easter Pennsylvania, in Berks County, Chester County, Lancaster County, Lebanon County and more. 

Problem: Managing Cash Flow

Scenario: Cash flow is one of the biggest challenges facing home builders. A home building company will get a down payment from a client, after which the construction company relies on bank loans per project to cover the labor and material costs until the home is finished and turned over to the new homeowner. It sounds simple – except when faced with variable costs for labor and goods, delays for materials and a multitude of new projects at various levels of completion. This company needed insight into how the increasing costs and delays impact any one project. They also wanted to understand how the sum of the current projects relate to cash flow and the company’s ability to sign contracts with new clients.  

How We Helped: Revelwood integrated Workday Adaptive Planning with MarkSystems Home Builder Software. Revelwood built a cash flow model that incorporates detailed loan information. The cash flow modeling, analysis and reporting solution relies on data sets for “draws.” A draw schedule is a detailed payment plan that determines when a bank will disburse funds to the home building company. The company how has a sophisticated and comprehensive view of cash flow based on projects, payments and milestones. 

Do you have a challenge you’d like to leverage Workday Adaptive Planning for? Reach out to us – we can help!

Read the posts in our series, How We Solve Problems Using Workday Adaptive Planning

How We Solve Problems: Improving the Performance of Workday Adaptive Planning

How We Solve Problems Using Workday Adaptive Planning

Using Workday Adaptive Planning for Headcount Planning

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Using Integration to Hard Code Calculated Values

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While it’s super helpful to have the ability to lock your plan versions in Workday Adaptive Planning, it’s not a perfect solution all the time. A “locked” version will prevent users from entering new data or updating formulas, but the formulas themselves are not prevented from recalculating when the formula input values change. This becomes particularly problematic when we are using time modifiers in our formulas. 

The most common example I encounter is when we’re using some sort of trailing average calculation to populate a budget. For example, if you’re creating a 2026 budget with trailing 12 month average calculations for your operating expenses, those 2026 values will continue to change until 2025 is closed. While there are many formulaic ways around this, I like the option to use an Adaptive data source integration to hard code the values and prevent future changes to the data. 

Using an Adaptive data source integration works really well when we are using shared formulas, since they are natively able to be overridden. You can manually override these formulas by typing over them in a cell on a sheet in Adaptive, but you might not know that you can override them through an import as well. A general overview of the process is as follows:

  • Adding a new source to your Adaptive data source for the data you want to hard code (You will need to create a “Workday Adaptive Planning” data source as a planning data source if this hasn’t been done yet. A helpful walkthrough of this step can be found here). 
  • Creating a Planning Data Loader that takes that formulaic data from the staging table and pushes that same data back into the same data intersections as hard coded values.
  • Running that loader for the version and time periods you want it to run for. Running the loader is what triggers the formula overrides.
  • As the last step, lock the version you pushed into so that the hard coded values that were integrated cannot be changed in the future.

Once this loader is set up, it can be easily reused by changing the versions and the time periods it’s being run for. It is a great process to have in your back pocket for preventing changes in your budget versions.

Revelwood is an award-winning, Platinum Solution Provider for Workday Adaptive Planning. We build solutions for the Office of Finance that minimize your risk by seamlessly incorporating business analytics into your everyday thinking. By combining the software with our best practices and out-of-the-box applications, we help businesses achieve their full potential with Workday Adaptive Planning.

Read more Workday Adaptive Planning Tips & Tricks:

Version Specific Transactions Drillthroughs

Spread Lookups

Forecast Explanations in Predictive Forecaster

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Scheduled Report Notifications with Attachments

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In today’s fast-paced business environment, timely access to critical financial and operational data is essential. Workday Adaptive Planning offers a powerful feature—Scheduled Report Notifications with Attachments—that ensures key stakeholders receive the right information at the right time, without the need for manual intervention.

What Are Workday Adaptive Scheduled Report Notifications?

Scheduled Report Notifications in Workday Adaptive Planning allow users to automate the distribution of reports at predefined intervals. These reports can be sent via email with attachments, ensuring that decision-makers always have up-to-date insights without logging into the system manually.

Setting Up Scheduled Report Notifications with Attachments

  1. 1. First you must enable attachments with scheduled notifications by navigating to Administration in the Global Navigation and then General Setup. Under the Enable features list there will be an option to select “Enable attachments with scheduled notifications.” You will need to have administrative access to change this setting. 

  1. 2. Next you need to make sure that proper permissions are granted in order to manage and access scheduled notifications with attachments. To do this navigate to Administration, then Permission Sets. Select edit on the permission set group that should have access to create scheduled notifications. Users must have the following permissions selected to be able to perform this task: Create Report Schedules, Send Attachments in Notifications, (Optional) Manage all Report Schedules, Download to ExcelBoth schedulers and recipients need this permission.
  1. 3. Now that the correct access has been set up to allow users to schedule notifications with attachments, let’s navigate to Reports under the Global Navigation menu to set one up. From here select a report that you’d like to send out as a scheduled attachment through email. (This must be a shared report).
  1. 4. Select the three dots on the right next to the report and select “Create Schedule.”
  2. 5. From here you can edit the schedule name and cadence of when it will be sent out
  1. 6. You can select a specific action you want the schedule to perform. From the options select “Send Report as Attachment.”
  1. 7. From here you will be prompted with a second set of options to select who to send the notification to, personalize the message, and set a password for the Excel attachment that will be sent.
  1. 8. After you have filled in all the required fields for the schedule select save. To see your saved schedules click on the schedules option under the reports and you will see a list of all saved schedules. From here you can edit or pause any saved schedules.
  2. 9. Now that your schedule is saved and active your selected correspondents will receive an email notification with an Excel attachment of the report. It is secured by the password you chose.

Workday Adaptive Planning’s Scheduled Report Notifications with Attachments streamline reporting workflows and enhance data-driven decision-making. By automating report distribution, organizations can ensure stakeholders receive actionable insights effortlessly, improving efficiency and strategic planning.

Revelwood is an award-winning, Platinum Solution Provider for Workday Adaptive Planning. We build solutions for the Office of Finance that minimize your risk by seamlessly incorporating business analytics into your everyday thinking. By combining the software with our best practices and out-of-the-box applications, we help businesses achieve their full potential with Workday Adaptive Planning.

Read more Workday Adaptive Planning Tips & Tricks:

Version Specific Transactions Drillthroughs

Spread Lookups

Forecast Explanations in Predictive Forecaster

Home » Workday Adaptive Planning » Page 2

Workday Adaptive Planning for Complex Workforce Planning

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This post continues our series on how we use Workday Adaptive Planning to solve problems. Each blog post focuses on a real-world client experience where Revelwood was presented with a unique or thorny problem.  We’ll explain our approach to how we solved it.

Revelwood Client: A multi-site healthcare organization that helps families with autism or other special needs thrive. The organization specializes in the use of tailored treatment programs based on contemporary, family-focused applied behavior analysis (ABA) therapy, as well as clinical insights and best practices. 

Problem: Workforce / headcount planning

Scenario: This organization has complex workforce planning needs that include analyzing non-billable time.

How We Helped: Revelwood built a model for Workday Adaptive Planning that integrated with UKG Pro. With Workday Adaptive Planning, the organization can run a report with conditional formatting to identify any employee who logs more than 250 hours of non-billable time in one payroll period. The team can easily make updates, such as adding in expected promotions and departures, and see what impact those actions will have. By having this information readily available, the organization can have larger, more meaningful conversations about the best use of its workforce.

Do you have a challenge you’d like to leverage Workday Adaptive Planning for? Reach out to us – we can help!

Read the posts in our series, How We Solve Problems Using Workday Adaptive Planning

How We Solve Problems: Improving the Performance of Workday Adaptive Planning

How We Solve Problems Using Workday Adaptive Planning

Using Workday Adaptive Planning for Headcount Planning

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Driving Operational Efficiency

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A recent episode of FP&A Done Right – The Podcast, focuses on how finance teams enhance operational efficiency through strategic planning and data-driven decision-making.

In today’s dynamic business environment, the ability to plan effectively and adapt to change is crucial. Company-wide planning platforms offer tools that not only streamline financial processes but also provide strategic value by enabling better decision-making and fostering collaboration.

Strategic Planning and Operational Efficiency

Strategic planning drives operational efficiency by:

1. Enhancing Agility in Financial Planning

Enterprise planning enables finance teams to adapt swiftly to changing business conditions. It facilitates real-time scenario modeling and forecasting, which means organizations can make informed decisions promptly.

2. Streamlining Collaboration Across Departments

Company-wide planning fosters cross-functional collaboration. A unified platform ensures that all stakeholders are aligned, reducing silos and enhancing overall efficiency.

3. Leveraging Data for Strategic Insights

By harnessing data, finance teams can uncover insights that drive strategic initiatives and long-term growth.

Listen to this episode to learn more about how enterprise planning can drive results in efficiencies beyond the Office of Finance.Want a deeper dive?

Download our eBook on the topic.

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Workday Adaptive Tips and Tricks: Data Integration and Creating a Join Table 

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Did you know that Workday Adaptive Planning integrations  allow you to create joined tables to be used as a source table in Adaptive?

It’s true! The process involves creating and defining the join between tables. You must have the proper credentials yourself within Workday Adaptive Planning to perform these steps.

Create the Join table Data Source:

From the Workday navigation button, go to Integration -> Design Integrations

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You will arrive at the following screen.  Under the Component Library section click on the Data Sources option.

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From the list that is presented, the first option is to Create a new Data Source, select this.

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Once clicked, the following list will be presented, select Table Group, give it a name, and hit the Create button. 

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The Join table data source will be created; however, nothing has been defined yet regarding a table being joined, in essence, a shell has been created as seen below.

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The next step is to define the Join table, this is done by selecting the Join Table option under the Custom Table folder and dragging and dropping the Join Table onto the Tables To Import pane.

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When you drag and drop the Join Table onto the Tables To Import Pane, a new window opens asking you to define the Join itself.

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Here you will give the table an actual name and assign the Primary table in the Join.

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The next steps are to Add the joins to other tables and define the join expressions within, apply the changes and save the table.

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The last steps are to select the columns you want to be part of the table and save the table again.

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That’s all it takes to set up the Adaptive Data Source Join Table, now you’re ready to utilize it in the Staging area for integration however you see fit!

Revelwood is an award-winning, Platinum Solution Provider for Workday Adaptive Planning. We build solutions for the Office of Finance that minimize your risk by seamlessly incorporating business analytics into your everyday thinking. By combining the software with our best practices and out-of-the-box applications, we help businesses achieve their full potential with Workday Adaptive Planning.

Read more Workday Adaptive Planning Tips & Tricks:

Version Specific Transactions Drillthroughs

Spread Lookups

Forecast Explanations in Predictive Forecaster

Home » Workday Adaptive Planning » Page 2