UW Adaptive Planning
Definition
This reference guide provides information on how to complete the UW– Madison budget in Adaptive Planning tool from Workday. This will replace the Department Planning Spreadsheet and 136 templates.
Related Reference Guide(s): N/A
Who
Department/Unit Users
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- Adaptive Planning - Cost Center Hierarchy UW
Dean's Office Users
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- Adaptive Planning - Cost Center Hierarchy UW
- Budget Approver Division UW
Obtaining Access
If you need any security roles to complete this process, discuss with your next level leader. If approved, reach out to your department/unit’s Workday Role-Based Access Requester.
To check your security role access set up prior to Workday:
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- Click on the Employee Lookup tab in Tableau.
- Enter your name in the legal name field (last name, first name).
To find your department/unit’s Workday Role-Based Access Requester:
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- Go to your Workday profile and click "Job” in the left navigation menu.
- Click “Support Roles” in the top header.
- In the Assignable Role column, scroll to find the Role-Based Access Requester.
Workday Role-Based Access Requester: please include the following information in the request:
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- Select the appropriate cost center level for access.
- If full department access is needed, select the CCHL7 level.
- If access is only needed to specific cost centers, select those CC cost center numbers.
- Include in the comments the following selections:
- One of these permission sets:
- Planner Profile with Salary Detail
- Planner Profile without Salary Detail
- View-Only Profile with Salary Detail
- View-Only Profile without Salary Detail
- Global User Group: Planner Group without Alloc
- One of these permission sets:
- Select the appropriate cost center level for access.
Training
- UWS - Adaptive Planning: Introduction
- In Workday, go to the left navigation under Personal/Learning/Browse Learning Content
- Topics covered:
- How to navigate in Workday to Adaptive and bookmark for future use
- Under Strategy tile on left navigation
- Flow of data between Workday and Adaptive
- Basic navigation for Sheets; Reports and Dashboards
- Description of various tools/icons for each area
- How to navigate in Workday to Adaptive and bookmark for future use
- UWS - Adaptive Planning: Operational Budgeting
- Recorded webinar from Fall 2025
- Topics covered:
- Module 1: Overview of operational budgeting
- Module 2: Pre-seeding (handled at Dean’s office and departments can skip)
- Module 3: Budgeting for compensation
- Module 4: Budgeting for revenue and non-compensation
- Module 5: Workflow (SMPH evaluating if it will utilize this tool for FY27)
- Module 6: Reporting
Prerequisites
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- N/A
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How
SMPH Standardized Process
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- N/A
Core Workday Job Aids
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- Adaptive Planning Access and Basic Navigation
- Overview and Navigation of Sheets in Adaptive Planning
- Adaptive Planning- Column Descriptions
- Using Compensation Planning in Adaptive Planning
- Salary Calculator in Adaptive Planning
- Revenue and Non-Compensation Planning in Adaptive Planning
- Managing Valid Intersections in Adaptive Planning
- Adaptive Planning Validation Errors and Resolutions
- Reports in Adaptive Planning
- Adaptive Planning Dashboards
- Access Adaptive Planning Training Process Guide (for accessing the training tenant)
Related Workday Job Aids
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- N/A
Related Reports
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- N/A
Questions
For help with content questions or technical issues, please visit the ATP in SMPH – How to Get Help section. It includes instructions for submitting tickets and connecting with SMPH subject matter experts or technical support teams.
References
Policies
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- N/A
Guidelines
Forms
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- N/A