What is it?
As part of Workday’s 2025R2 product release, they rolled out a powerful new feature for customers that use Adaptive Planning with Workday single sign-on (SSO). Customers can now access a delivered Unified Provisioning and Authentication (UPA) workspace to manage users more efficiently. This enhancement builds on the existing SSO framework by standardizing the user provisioning and authentication process.
What’s New?
The first big addition for this feature is the user provisioning workspace (UPW). This delivered workspace is where user provisioning is configured and managed for Workday Adaptive Planning. Within the UPW is a new migration task that enables the updating of user instance assignment information. This process automates the creation of necessary security and provisioning groups.
With this new feature comes new and improved sign-in options for Adaptive Planning. Previously it was a worklet based sign-in process but it is now specific to each Adaptive instance. Users will have the options of signing in traditionally through the Adaptive Planning instance URL or through the new Workday UI.
Other updates in this feature include improvements to the native Workday sign-in page, refined short message service (SMS), and new password reset option using phone number. Additionally, Adaptive Planning APIs can now be authenticated the exact same way as Workday APIs (OAuth 2.0).
Summary
These new and improved automated processes simplify the administration experience by centrally managing user access to Adaptive Planning through security groups. This allows for a simultaneous user sync for user-based security groups and hourly user sync for role-based groups. The full user sync can be triggered to correct user discrepancies and there is additional support for ISU users. Setting up and enabling these news features will be very beneficial for user maintenance in Workday Financials and Adaptive Planning.
Follow this link for prerequisites and configuration steps to enable these features:
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:
Leveraging Repeating Reports in Workday Adaptive Planning’s OfficeConnect
The Power of Split Rows in Workday Adaptive Planning Modeled Sheets
