Managing time strata effectively is key to long-term financial planning in Workday Adaptive Planning. But what happens when your current calendar doesn’t extend far enough into the future? In this Workday Adaptive Planning Tips & Tricks video, we walk through the steps for importing additional years into your Adaptive instance.
Why You May Need to Extend Your Time Strata
Business planning doesn’t stop in the current fiscal year. Many organizations need to plan five, ten, or more years ahead. By adding new years to your Adaptive calendar, you ensure your models, versions, and reports remain aligned with your long-term financial goals.
Steps to extend your time strata
- 1. Navigate to the time settings
- From the Adaptive home page, go to Modeling and select Time.
- Depending on whether you’re using a legacy or newer instance of Adaptive, you may see different options.
- 2. Legacy instances: Quick extend option
- Legacy instances allow you to simply select Extend five years forward (or backward).
- This is the most straightforward approach when available.
- 3. Newer instances: Use the calendar export/import method
- For newer environments where the extend option isn’t available, you’ll need to:
- Export your current calendar.
- Open the file in Excel and trim down to a manageable set of years.
- Replace old years with the future years you want to add (for example, changing 2010 to 2032).
- Double-check your edits to ensure they align correctly.
- For newer environments where the extend option isn’t available, you’ll need to:
- 4. Re-import the adjusted calendar
- Return to your Adaptive instance and select Import Calendar.
- You’ll see a warning that changes may affect frozen or locked versions—be sure you understand the impact before proceeding.
- For this task, select the Append option (rather than update or reload) and upload your adjusted file.
- 5. Confirm and finalize
- Once imported, your Adaptive environment will reflect the additional years you’ve added.
- This allows your planning processes to extend seamlessly into the future.
Extending your time strata ensures that Adaptive Planning continues to support your organization’s long-range forecasting. While the process differs slightly between legacy and newer instances, both approaches give you the flexibility to look further ahead and keep your planning future-ready.
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:
Mastering Merged Cube Sheets in Workday Adaptive Planning
Limiting the Scope of Calculated Accounts
