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Workday Adaptive Planning Product Descriptions
Planning & Analytics:
The Planning & Analytics package includes modeling to enable budgeting, forecasting, and other types of modeling; management and
ad hoc reporting and analytics; variance analysis; process management; transaction management; the capability to manually import
data into Workday Adaptive Planning via Excel/.csv files; single sign-on; use of data integration APIs; OfficeConnect board reporting;
and dashboards and visual analytics. Standard customer support is also included.
Full Seats:
* Full Seats allow a Customer’s user administrator to assign user roles and permissions in any way that suits their planning process.
* Full Seat users can perform any system capability designated to them by the Customer’s user administrator.
* Full Seat users can act as business users, financial model builders, and as security administrators, depending on Customer’s
preferences.
* Full Seat users can enter and save data on planning sheets (budgets, forecasts, workforce plans, or other models); and create,
view and share web-based reports.
* Full Seat users get unlimited access to eLearning.
* Full Seat users can also create, view, and share OfficeConnect board reports and create, view, and share dashboards and visual
analytics if the Full Seats are purchased for use with the Planning & Analytics package.
View Seats:
* View Seats are used to enable broad, organization-wide participation in an active planning process.
* View Seat users can view planning sheets (budgets, forecasts, workforce plans); view reports; create and save personal reports.
* View Seat users can view dashboards and visual analytics; and create and save personal dashboards, if the View Seats are
purchased for use with the Planning & Analytics package.
* View Seat users can drill down from reports and can use cell explorer.
* View Seat users cannot save sheets, including not being able to enter and save cell and sheet notes.
* View Seat users cannot use OfficeConnect.
Integration Framework — Unlimited Systems:
Integration Framework — Unlimited Systems provides the same capabilities as the Integration Framework - Single System, but entitles
the customer to connect from a single Planning & Analytics domain, Sales Planning & Analytics domain, or Planning domain to an
unlimited number of Systems through the Integration Framework.
Planning Domains:
Multiple Planning, Planning & Analytics, and Sales Planning & Analytics packages can be purchased for use in different divisions of a
single company or to model different parts of the business. These separate packages are referred to as “planning domains.” Planning
domains can operate completely independently, or they can be linked in a parent-child fashion such that the child domain can share
data with a parent domain. Linked planning domains enable a consolidated view across different parts of the business and across
different models.
Disk Storage:
Ample disk storage of 500GB is included with each planning domain. To date, the average Adaptive customer consumes only a few GB
of storage. Consuming significantly more disk space only occurs if the customer model includes a combination of these factors: large
numbers of accounts, levels and dimensions AND hundreds of stored versions or if the customer stores very large (i.e., multi-GB) files
in the Reports file sharing area. An additional charge would be incurred for exceeding the 500GB disk allotment.
Confidential
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