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

Read more Workday Adaptive Planning Tips & Tricks:

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Introduction to APIs: A Primer for Business Users

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