--- title: Workday Adaptive Planning Reviews meta_title: 'Workday Adaptive Planning Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 388 reviews by the users' company size, role or industry to find out how Workday Adaptive Planning works for a business like yours. aggregate_rating: rating_value: 4.3 review_count: 388 scale: '5' date_modified: '2026-08-01' parent_category: name: Accounting & Finance url: https://www.g2.com/categories/accounting-finance --- # Workday Adaptive Planning Reviews **Vendor:** Workday **Category:** [FP&A Software](https://www.g2.com/categories/fp-a-financial-planning-analysis) **Average Rating:** 4.3/5.0 **Total Reviews:** 388 ## About Workday Adaptive Planning Workday Adaptive Planning gives finance and business leaders limitless decision intelligence with AI‑powered planning, forecasting, and reporting. The platform connects live data from any combination of ERP, HR, CRM, operational systems, and cloud data platforms—whether or not they run on Workday—into a single planning model, so organizations can see the impact of decisions across the business before they commit. Patented Elastic Hypercube Technology (EHT) powers a high‑performance in‑memory engine that calculates complex, high‑dimensional scenarios in real time, while the Planning Agent turns those models into plain‑language explanations and recommendations, all within a responsible AI framework, zero‑retention approach, and enterprise‑grade security. ## Workday Adaptive Planning Pros & Cons **What users like:** - Users appreciate the **ease of use** of Workday Adaptive Planning, enhancing day-to-day activities and team collaboration. (13 reviews) - Users value the **efficiency** of Workday Adaptive Planning, making workflows faster, more accurate, and easier to scale. (11 reviews) - Users value the **integration of financial and workforce planning** in Workday Adaptive Planning, enhancing collaboration and decision-making. (8 reviews) - Users value the **flexible and user-friendly interface** of Workday Adaptive Planning, enhancing scalability and collaboration across teams. (8 reviews) - Users appreciate the **structure, flexibility, and transparency** provided by Workday Adaptive Planning for financial planning and forecasting. (8 reviews) - Users appreciate the **collaborative budgeting environment** of Workday Adaptive Planning, enhancing transparency and storytelling in budget management. (6 reviews) - Users find the **easy setup** of Workday Adaptive Planning enables quick training and efficient usage across teams. (6 reviews) - Users value the **flexibility** of Workday Adaptive Planning for modeling various financial scenarios and adapting to business needs. (6 reviews) - Users value the **integration and real-time forecasting** capabilities of Workday Adaptive Planning for efficient decision-making. (6 reviews) - Forecasting Efficiency (5 reviews) **What users dislike:** - Users find the **complexity of configurations and integrations** in Workday Adaptive Planning can hinder smooth operation, especially for newcomers. (5 reviews) - Users find the **setup and integration process complex** , making data input and customization cumbersome and time-consuming. (5 reviews) - Users find the **integration and setup process difficult** , leading to a steep learning curve and challenges with data management. (5 reviews) - Users note the **steep learning curve** with Workday Adaptive Planning, impacting initial efficiency and confidence in usage. (5 reviews) - Users find the **difficult customization** in Workday Adaptive Planning to be time-consuming and complex, especially for unique needs. (4 reviews) - Difficult Setup (4 reviews) - Users face a **steep learning curve** with Workday Adaptive Planning, complicating initial use and navigation for new users. (4 reviews) - Users find **limited customization** in Workday Adaptive Planning frustrating and often require professional assistance for changes. (4 reviews) - Limited Reporting (4 reviews) - Difficult Navigation (3 reviews) ## Workday Adaptive Planning Reviews ### 1. I like how easy the software moves **Rating:** 5.0/5.0 stars **Reviewed by:** Roberta B. | Assistant Controller, Mid-Market (51-1000 emp.) **Reviewed Date:** May 04, 2023 **What do you like best about Workday Adaptive Planning?** I am new to this software, but it looks pretty user-friendly, with easy buttons and icons that most people recognize. **What do you dislike about Workday Adaptive Planning?** I think the support team should be direct dial instead of waiting around to get issues fixed. **What problems is Workday Adaptive Planning solving and how is that benefiting you?** The software is designed to pull transactions from your current accounting database and input this info into your budget model. I haven't seen the end product yet to see how this all looks when everything is done. ### 2. Great porduct and easy to use **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Airlines/Aviation | Mid-Market (51-1000 emp.) **Reviewed Date:** May 04, 2023 **What do you like best about Workday Adaptive Planning?** They've added many additional features over the years. Recently, I was really impressed with their AI capabilities which calls out anomalies in forecast. Reporting is also easy to do and makes monthly reporting painless. With the dashboard capabilities, our estaff presentations were completed with a few clicks. **What do you dislike about Workday Adaptive Planning?** Upgrades were frequent but scheduled so it caused little to no disruption during normal business hours. Navigating web based reporting can be tricky but also dependent on number of dimensions/attributes implemented. **What problems is Workday Adaptive Planning solving and how is that benefiting you?** Workday Adaptive Planning systemizes forecasting and allows for easy dashboarding for management review packages. They streamlined our forecasting process and allowed us to get out of forecasting in Excel and Gsheets. ### 3. Great Planning Tool **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Enterprise (> 1000 emp.) **Reviewed Date:** May 04, 2023 **What do you like best about Workday Adaptive Planning?** Workday Adaptive Planning is a fantastic financial planning and analysis solution that's all about making things easier for finance teams. What I love about it is how user-friendly it is - even if you're not a financial expert, you can use it with ease. And if you need to customize it to fit your business's unique needs, you can do that too. **What do you dislike about Workday Adaptive Planning?** One thing I wish Workday Adaptive Planning would do better is the integration between Adaptive and Workday HR so that we can automate our workforce planning with-in Adaptive. **What problems is Workday Adaptive Planning solving and how is that benefiting you?** Workday Adaptive Planning helped our business scale our planning process and get our process out of Excel. ### 4. Best Planning Software **Rating:** 5.0/5.0 stars **Reviewed by:** Joan C. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 04, 2023 **What do you like best about Workday Adaptive Planning?** The flexibility in reporting which can be easily modified if the report is exported to Excel. **What do you dislike about Workday Adaptive Planning?** Documentation for how to make changes to formulas is not user friendly for non-technical people or people who are not engineers. **What problems is Workday Adaptive Planning solving and how is that benefiting you?** Planning for a large non-profit with over fifty cost centers is a multi-layered process. Workday Adaptive Planning solves the problem of linking many Excel spreadsheets to roll-up or consolidating the planning amounts. ### 5. Great tools, making forecasting & budgeting a breeze **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** August 14, 2023 **What do you like best about Workday Adaptive Planning?** Automation, from Netsuit to adaptive, Headcount modelling, detail reporting **What do you dislike about Workday Adaptive Planning?** not easily transferable / conveyable to others. One need special training to know how to use adaptive. Where if it was in excel it would have been easy. **What problems is Workday Adaptive Planning solving and how is that benefiting you?** Consolidating, and KPI reporting, for Actual vs Budget / forecast. single source of truth for Budget and Forecast. ### 6. Adaptive fits all of my team's needs **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** May 04, 2023 **What do you like best about Workday Adaptive Planning?** Adaptive is fairly easy to use and provides us with all of the capabilities that we need. It is easy to scale across our company and provide a uniform tool across different parts of the organization. **What do you dislike about Workday Adaptive Planning?** Our biggest challenges have been related to integration from Workday. This has been the biggest challenge for our organization as we want to ensure that our data is consistent across different reporting and planning platforms. **What problems is Workday Adaptive Planning solving and how is that benefiting you?** Adaptive has assisted us with our financial planning processes. In particular, we have used it for our annual forecasting processes to allow members across the organization to have a uniform template and platform. ### 7. Adaptive is the best financial reporting tool I have used. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Retail | Mid-Market (51-1000 emp.) **Reviewed Date:** May 04, 2023 **What do you like best about Workday Adaptive Planning?** I enjoy using adaptive in our excel files. I am able to pull all of our GL accounts and leverage that to create financial reporting, planning and budgeting. It's easy to use as well. **What do you dislike about Workday Adaptive Planning?** The training on workday is definitely long. I think if you don't use it on a daily basis it can be difficult to get used to. I would like a reference sheet to refer to when trying something new on it. **What problems is Workday Adaptive Planning solving and how is that benefiting you?** I use adaptive mostly with our officeconnect addin in excel. It consolidates all of our financial data and I am able to use it for reporting and budgeting purposes. ### 8. Adapts to changes and user friendly **Rating:** 5.0/5.0 stars **Reviewed by:** Alex S. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 04, 2023 **What do you like best about Workday Adaptive Planning?** The name Adaptive is true. You can change the model as the business changes and needs new KPIs, calculations, etc. It's really a tool that Finance can manage without IT support. **What do you dislike about Workday Adaptive Planning?** Office Connect requires the operating system in English. **What problems is Workday Adaptive Planning solving and how is that benefiting you?** Sales and Operations Planning. Budget versions. Actuals to Budget reports and monthly Forecast. Changing a Forecast is very easy. It can be completed in minutes ### 9. Good system but can be frustrating at times **Rating:** 3.5/5.0 stars **Reviewed by:** Natalie L. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 04, 2023 **What do you like best about Workday Adaptive Planning?** The logic behind it works in a similar way to Excel, which as an Accountant I use every day. **What do you dislike about Workday Adaptive Planning?** Sometimes it is not that easy to navigate and things aren't always in the most logical spot **What problems is Workday Adaptive Planning solving and how is that benefiting you?** Adaptive is a good budgeting and forecasting tool, so it benefits our business by enabling us to complete our forecasts and budgets by our department managers ### 10. Great Product! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Gambling & Casinos | Mid-Market (51-1000 emp.) **Reviewed Date:** May 04, 2023 **What do you like best about Workday Adaptive Planning?** I have been with Workday for about four years, going on five, and I have never had an issue they haven't been able to fix. It is very user-friendly. The Workday Team is awesome and is very helpful at all times. **What do you dislike about Workday Adaptive Planning?** My experience with Workday has been very positive. I can't think of anything that i dislike about this product. **What problems is Workday Adaptive Planning solving and how is that benefiting you?** We use this product primarily for daily updates of KPIs and it is a major tool for us during the budgeting process. It makes everything seamless and we haven't had any issues they haven't been able to solve yet. ### 11. An above-average consolidated solution for FP&A teams and organizations of various sizes **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** May 04, 2023 **What do you like best about Workday Adaptive Planning?** An organized and easy solution to FP&A for any size business. We've been able to integrate with Netsuite, SFDC, and other tools effectively. I love the ability to organize my sheets and reports into my own custom or public folders **What do you dislike about Workday Adaptive Planning?** Like most planning software (e.g., Adaptive, Anaplan), they are not the most intuitive to use and require a bit of learning before even being able to be an effective read-only user. **What problems is Workday Adaptive Planning solving and how is that benefiting you?** We use Adaptive for P&L forecasting, cash forecasting, bookings/ARR forecasting, and more. This solution works well for our current SaaS business offerings in the data analytics space. ### 12. Great for financial reporting **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** May 04, 2023 **What do you like best about Workday Adaptive Planning?** Makes it very easy to create specialized reports that are repeatable. I also quite like the OfficeConnect extension, which allows you to connect directly to Adaptive from within Excel so you can pull the data in and format however you like. **What do you dislike about Workday Adaptive Planning?** I find it difficult to trace sources/drilldown sometimes. The data is all there, but I would like to easily be able to see which accounts roll up to a specific subtotal, for example, and sometimes that is not so easy to do. **What problems is Workday Adaptive Planning solving and how is that benefiting you?** Presenting our accounting data in customized fashion, allows for easy data reporting however we need. ### 13. Good planning tool that has deep functionality **Rating:** 4.0/5.0 stars **Reviewed by:** Marvin H. | Director of Finance, Mid-Market (51-1000 emp.) **Reviewed Date:** May 05, 2023 **What do you like best about Workday Adaptive Planning?** Robust planning tool that is easy to implement and easy to use. **What do you dislike about Workday Adaptive Planning?** Pricing - has either full license seats or viewer seats. Would use the tool a lot more if there were limited-use licenses for people that just needed to make a few forecast changes. **What problems is Workday Adaptive Planning solving and how is that benefiting you?** Solve our financial planning, budgeting, and reporting needs. Has met most of our reporting needs. ### 14. Very good but lots of room for improvement **Rating:** 4.0/5.0 stars **Reviewed by:** William G. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 05, 2023 **What do you like best about Workday Adaptive Planning?** It combines a lot of data into one very easy to read source, and is very user friendly in most cases. **What do you dislike about Workday Adaptive Planning?** The dashboarding is very limited and you can't create or customize as much as a simple excel. **What problems is Workday Adaptive Planning solving and how is that benefiting you?** We have several companies that needed to merge, its helping me create a streamlined process to make a consolidated report possible. ### 15. Still onboarding but good experience in the past as well **Rating:** 4.5/5.0 stars **Reviewed by:** Sara H. | Mid-Market (51-1000 emp.) **Reviewed Date:** August 04, 2023 **What do you like best about Workday Adaptive Planning?** Flexible, good interface, team seems helpful so far, easy to create allocations and reports, several different scenarios can be stored **What do you dislike about Workday Adaptive Planning?** It is a little hard to find some features within the menu tree **What problems is Workday Adaptive Planning solving and how is that benefiting you?** Creating reporting that can be replicating, storing budgets, actuals, and forecast. Creating automated allocations and project level planning. ### 16. Transformative FP&A solution **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Enterprise (> 1000 emp.) **Reviewed Date:** May 04, 2023 **What do you like best about Workday Adaptive Planning?** Adaptive Planning integrates seamlessly with Workday Financials allowing for rapid planning and forecasting off current and accurate data without the need for manual uploads of historical data and its inherent risks. **What do you dislike about Workday Adaptive Planning?** The design of Adaptive's base calendar makes shifting between near-term (monthly forecasts) and longer-term (annual basis) forecasts. More flexibility here would be ideal. **What problems is Workday Adaptive Planning solving and how is that benefiting you?** As a publicly listed company, we need timely and accurate financial forecasts to effectively manage our business and discharge our obligations our stakeholders. Adaptive has dramatically shortened our planning cycle time whilst simultaneously improving our ability to deliver in these areas. ### 17. Good but still quite manual **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 15, 2021 **What do you like best about Workday Adaptive Planning?** Easy to navigate for beginners; version comparison is quite helpful. **What do you dislike about Workday Adaptive Planning?** There are still areas requiring manual data editing, making it more of an advanced version of Excel on the cloud than a planning/forecasting tool. **What problems is Workday Adaptive Planning solving and how is that benefiting you?** I use it for annual budgeting, forecasting and expense management. ### 18. Dynamic and intuitive planning tool **Rating:** 4.0/5.0 stars **Reviewed by:** Toshiyo H. | VP Finance, Mid-Market (51-1000 emp.) **Reviewed Date:** May 04, 2023 **What do you like best about Workday Adaptive Planning?** Dynamic model and ease of use when creating custom reports. **What do you dislike about Workday Adaptive Planning?** Not a lot of options when it comes to UI settings - for example, sorting reports and sheets by alphabetical order. I also don't like the fact that sheets lack Excel features. **What problems is Workday Adaptive Planning solving and how is that benefiting you?** Forecasting and budgeting - easy to flex the model when we change assumptions. ### 19. Looking forward for new enhancements **Rating:** 4.0/5.0 stars **Reviewed by:** Astrid V. | Enterprise (> 1000 emp.) **Reviewed Date:** May 04, 2023 **What do you like best about Workday Adaptive Planning?** What I like the most is that I don't need to have a strong IT background to update models/elements. **What do you dislike about Workday Adaptive Planning?** Performance is not the best, we struggle with reports and sheets for taking too much time to load **What problems is Workday Adaptive Planning solving and how is that benefiting you?** No longer need an IT team to manage the system and we can make changes ad hoc ### 20. Workday Adaptive planning **Rating:** 3.0/5.0 stars **Reviewed by:** John C. | Enterprise (> 1000 emp.) **Reviewed Date:** May 04, 2023 **What do you like best about Workday Adaptive Planning?** Workday has an easy platform for customers to build, utilize and use for the university's annual budget. The platform is based on the excel spreadsheet, so it doesn't require a separate training for users. **What do you dislike about Workday Adaptive Planning?** Workday has a complex algorism for setup. Since the platform requires more customized settings before use, more engineering skills are needed for administrators in the implementation stage. **What problems is Workday Adaptive Planning solving and how is that benefiting you?** Workday solves the problem that the headquarter has for a better streamline the process for each sub-department to enter and manage their budgets without additional support from administrators. ### 21. Love it **Rating:** 5.0/5.0 stars **Reviewed by:** Tyler P. | Enterprise (> 1000 emp.) **Reviewed Date:** May 04, 2023 **What do you like best about Workday Adaptive Planning?** I really appreciate how easily it integrates with our ERP systems as well as with Excel through the officeconnect functionality. **What do you dislike about Workday Adaptive Planning?** I wish it was a bit easier to model for future planning and provide insights for forecast generation. **What problems is Workday Adaptive Planning solving and how is that benefiting you?** It helps us communicate our financial position clearly and concisely across job functions. ### 22. Workday is user-friendly software. **Rating:** 3.0/5.0 stars **Reviewed by:** Srinivasa Rao T. | Enterprise (> 1000 emp.) **Reviewed Date:** May 04, 2023 **What do you like best about Workday Adaptive Planning?** It is user-friendly to work in Workday, and if we want to take any report from it, it is easy to understand. **What do you dislike about Workday Adaptive Planning?** Some things need to be upgraded in Workday, such as the ability to view all suppliers' unpaid statuses and the total amount pending for all suppliers. Additionally, there are a few other things that need to be upgraded in Workday. **What problems is Workday Adaptive Planning solving and how is that benefiting you?** We can make the work user-friendly in Workday for all departments like HR, Administration, Finance, and Recruitment, but a few features also need to be added in Workday to make it more user-friendly. ### 23. The Adaptive Planning product has priced to be flexible, efficient and reliable. **Rating:** 4.5/5.0 stars **Reviewed by:** Anthony W. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 06, 2023 **What do you like best about Workday Adaptive Planning?** Flexibility to accommodate changing structure or the organisation. Speed. Easy if access and flexible reporting through Excel addins **What do you dislike about Workday Adaptive Planning?** Learning the nuances of the Office Connect excel add ins to build our bespoke reporting requirements. **What problems is Workday Adaptive Planning solving and how is that benefiting you?** Managing approx 70 grant funded health programs across 10 sites and large geography. ### 24. Very productive tool for planning, budgeting **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Retail | Enterprise (> 1000 emp.) **Reviewed Date:** May 04, 2023 **What do you like best about Workday Adaptive Planning?** Integration with the Adaptive so that you can have one source of truth for all your reporting and budgeting tasks **What do you dislike about Workday Adaptive Planning?** I think instead of having to type all the commands in the search bar, it would be better if there was separate drop down for major categories of repetitive commands so that one don't need to remember all the commands **What problems is Workday Adaptive Planning solving and how is that benefiting you?** It is acting as a one-single-source-of-truth so that all the stakeholders can get the data they need without having to navigate to different sources/softwares. ### 25. I find workday very organized and easy to use. **Rating:** 5.0/5.0 stars **Reviewed by:** Marina K. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 04, 2023 **What do you like best about Workday Adaptive Planning?** I find the accessibility the most valuable part of Workday. I can do things for myself or my staff, which is very convenient. **What do you dislike about Workday Adaptive Planning?** I do not have any dislikes about Workday. **What problems is Workday Adaptive Planning solving and how is that benefiting you?** Solving the reimbursement process and adding my hours in to get paid for work. ### 26. Workday @ Ryder **Rating:** 3.5/5.0 stars **Reviewed by:** Harold N. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 04, 2023 **What do you like best about Workday Adaptive Planning?** I like the smooth look of the workday application and the ease of most functions **What do you dislike about Workday Adaptive Planning?** I don't particularly appreciate having to log in for every application when I logged in once. Also, I'm not too fond of the process of ordering work items as there seem to be errors every time. I would appreciate a cleaner ordering process. **What problems is Workday Adaptive Planning solving and how is that benefiting you?** Workday solves the problem of having to search for apps when all apps are located on one wall board. ### 27. Flexible and Effective Tool for FP&A Professionals **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** May 04, 2023 **What do you like best about Workday Adaptive Planning?** The flexibility in reporting in Office Connect as well as the flexibility to forecast. **What do you dislike about Workday Adaptive Planning?** The HTML reporting and dashboard buildouts on the website are a little bit clunky at times. **What problems is Workday Adaptive Planning solving and how is that benefiting you?** It is a centralized location for our revenue and expense reporting. Allows for everyone to be on the same page. Helps tremendously with version control! Allows for us to build out custom metrics to report on. Overall enhances our financial reporting and ability to partner with stakeholders. ### 28. Are we building a train track or a train? **Rating:** 3.5/5.0 stars **Reviewed by:** Duk K. | Enterprise (> 1000 emp.) **Reviewed Date:** May 04, 2023 **What do you like best about Workday Adaptive Planning?** - its ability to pull payroll information from HCM **What do you dislike about Workday Adaptive Planning?** - Even though the payroll information exists in HCM some manual entry is required - Unable to sort the entry by RC or SC **What problems is Workday Adaptive Planning solving and how is that benefiting you?** Ability to consolidate data ### 29. User Friendly **Rating:** 4.0/5.0 stars **Reviewed by:** Shan S. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 04, 2023 **What do you like best about Workday Adaptive Planning?** User-Friendly Interface Similar to spreadsheet Can handle lots of data **What do you dislike about Workday Adaptive Planning?** Sometimes takes time to process complex calculations **What problems is Workday Adaptive Planning solving and how is that benefiting you?** Workday handles the forecasting and budgeting process. Handling the different versions and reporting is very effective in this tool. ### 30. Workday Adaptive Planning review **Rating:** 3.5/5.0 stars **Reviewed by:** Esmeralda E. | Enterprise (> 1000 emp.) **Reviewed Date:** May 04, 2023 **What do you like best about Workday Adaptive Planning?** Currently there is nothing that I like at the moment **What do you dislike about Workday Adaptive Planning?** When updating budgets, the tasks are very repetitive **What problems is Workday Adaptive Planning solving and how is that benefiting you?** More updated system. We do not have a full benefit yet since some of the tasks are tidius ### 31. Good and robust budgeting tool. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Higher Education | Mid-Market (51-1000 emp.) **Reviewed Date:** May 04, 2023 **What do you like best about Workday Adaptive Planning?** Workday holistically provides personnel information. It also allows you to pull reports at macro and micro levels: fund, cost center, gift, etc. **What do you dislike about Workday Adaptive Planning?** Adaptive frequently locks you out, and you need to relog in. Payroll and non-payroll entry is entered separately and not from the same entry screen. The top-down reports is not populated from the detailed model worksheets. **What problems is Workday Adaptive Planning solving and how is that benefiting you?** We are able to budget personnel at a funding source level and project new initiatives. ### 32. Workday Adaptive Planning has been essential in my role at UPS **Rating:** 3.0/5.0 stars **Reviewed by:** Stephen M. | Business System Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** May 04, 2023 **What do you like best about Workday Adaptive Planning?** The upsides are the ease of use and accesibility **What do you dislike about Workday Adaptive Planning?** The UI is a bit lacking in the appealing department **What problems is Workday Adaptive Planning solving and how is that benefiting you?** It is helping me solve the problem of keeping my direct reports organized ### 33. Good overview session **Rating:** 4.5/5.0 stars **Reviewed by:** Saket G. | Associate Consultant, Enterprise (> 1000 emp.) **Reviewed Date:** May 05, 2023 **What do you like best about Workday Adaptive Planning?** - Integrated with Workday - Easy GUI - Good for reporting - Office connect can be used - good for reporting and nice grafics - not difficult to learn **What do you dislike about Workday Adaptive Planning?** - Not real time data update from WD to Adaptive - HR and FS needs seperate Adaptive instances if we are using HR and FS data in Adaptive - Not auto refresh as WD **What problems is Workday Adaptive Planning solving and how is that benefiting you?** Helped in planning and forecasting. ### 34. Workday Adaptive Planning is a flexible, comprehensive forecasting and budget tool. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Civic & Social Organization | Small-Business (50 or fewer emp.) **Reviewed Date:** May 04, 2023 **What do you like best about Workday Adaptive Planning?** I like its flexibilty and the capbility to perform what-if scenarios for forecasting and budgeting. I also like the functionality of reporting and integration to our general ledger that provides detail to actual transactions. **What do you dislike about Workday Adaptive Planning?** Because of its sophistication, it can be confusing and difficult to find things. **What problems is Workday Adaptive Planning solving and how is that benefiting you?** Annual budgeting, mid-year forecasting, what-if scenarios, monthly reporting, Board reports, transaction detail all help with our corporate financial planning and reporting. ### 35. Adaptive is great for our FP&A Team **Rating:** 4.0/5.0 stars **Reviewed by:** Ali Q. | Sr. Financial Analyst, FP&A, Mid-Market (51-1000 emp.) **Reviewed Date:** May 04, 2023 **What do you like best about Workday Adaptive Planning?** Ability to plan and forecast different versions. **What do you dislike about Workday Adaptive Planning?** Implementation was difficult and def requires a third party consultant **What problems is Workday Adaptive Planning solving and how is that benefiting you?** Forecasting different plans with headcount. Overall easy to update and present the data. ### 36. Adaptive @ WWF **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.) **Reviewed Date:** May 04, 2023 **What do you like best about Workday Adaptive Planning?** Ease of use and very intuitive. I like the budgeting capabilities. Could be better. **What do you dislike about Workday Adaptive Planning?** I don't like where and how the memo is captured. It's not specific to a fiscal year. This is a nightmare for multi-year projections where a line item may have different memos for each year. I do NOT love its reporting capabilities. **What problems is Workday Adaptive Planning solving and how is that benefiting you?** Solving the issues of having different HR, accounting, and budgeting systems. ### 37. User friendly replacement for 200+ spreadsheets **Rating:** 4.5/5.0 stars **Reviewed by:** Kelly C. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 04, 2023 **What do you like best about Workday Adaptive Planning?** User friendly platform. Continuous/seamless updates. **What do you dislike about Workday Adaptive Planning?** It would be very helpful to be able to assign "favorites" or "default views" to end-users' accounts. **What problems is Workday Adaptive Planning solving and how is that benefiting you?** No longer having to juggle 200+ spreadsheets. ### 38. Clunky **Rating:** 2.5/5.0 stars **Reviewed by:** Ryan P. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 04, 2023 **What do you like best about Workday Adaptive Planning?** Holds inputs from our Forecasting tools and locks them **What do you dislike about Workday Adaptive Planning?** System is too segregated. Can't have two active tabs on at once. Logs out too quickly **What problems is Workday Adaptive Planning solving and how is that benefiting you?** Helps lock forecasts ### 39. Good planning tool **Rating:** 3.5/5.0 stars **Reviewed by:** Linda L. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 04, 2023 **What do you like best about Workday Adaptive Planning?** The ability to customise it to suit our business **What do you dislike about Workday Adaptive Planning?** Having to run reports to see outcome of change **What problems is Workday Adaptive Planning solving and how is that benefiting you?** Less spreadsheets and quicker to fo calculations ### 40. Hard to implement, but works well **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** May 04, 2023 **What do you like best about Workday Adaptive Planning?** All the data at my fingertips, easily accessible, can build formulas into excel for auto updating **What do you dislike about Workday Adaptive Planning?** The product takes a while to implement and it doesn't work well with other ERP systems. There is no link to the source GL data unless we are also using workday's financial system **What problems is Workday Adaptive Planning solving and how is that benefiting you?** Easily accessible financials in one place for all business leaders to review ### 41. Financial Analyst **Rating:** 5.0/5.0 stars **Reviewed by:** Dagmara W. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 13, 2023 **What do you like best about Workday Adaptive Planning?** efficient, helpful customer service, easy to understand **What do you dislike about Workday Adaptive Planning?** hard to navigate and fid the learning manuals **What problems is Workday Adaptive Planning solving and how is that benefiting you?** Planning, forecasting, budgeting ### 42. A Great Help in Forecasting Process **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Market Research | Enterprise (> 1000 emp.) **Reviewed Date:** May 08, 2023 **What do you like best about Workday Adaptive Planning?** Adaptive makes our business forecast easier to manage and more accurate and reliable than Excel spreadsheets! **What do you dislike about Workday Adaptive Planning?** The Dashboard function in Adaptive is still limited. **What problems is Workday Adaptive Planning solving and how is that benefiting you?** Adaptive is greatly helpful in our sales planning. It makes our forecast and budget process very efficient and less human mistakes. It gives an instant update to business leaders to make decisions. ### 43. Adaptive UX **Rating:** 4.5/5.0 stars **Reviewed by:** Gurpret R. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 04, 2023 **What do you like best about Workday Adaptive Planning?** Allows us to produce multiple versions of forecasts, budgets, etc. Allows for streamlined personnel/headcount planning **What do you dislike about Workday Adaptive Planning?** Frequent officeconnect updates, that piece of the software is very buggy **What problems is Workday Adaptive Planning solving and how is that benefiting you?** Personnel planning, forecasting saves us a lot of time and allows us to get away from manual processes; allows us to report financial statements directly out of the tool ### 44. Great budgeting and forecasting tool **Rating:** 5.0/5.0 stars **Reviewed by:** Rhonda A. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 04, 2023 **What do you like best about Workday Adaptive Planning?** It's easy to use for Finance and non Finance professionals. It uses functionality similar to Excel and allows for easy multiple version creation. **What do you dislike about Workday Adaptive Planning?** While being easy to use its not easy to get people to use it instead of Excel. **What problems is Workday Adaptive Planning solving and how is that benefiting you?** We now have a tool to track budgets and forecasts and perform variance analysis. ### 45. The Leader for FP&A **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** May 04, 2023 **What do you like best about Workday Adaptive Planning?** - Easily budget/forecast at granular levels of the business - OfficeConnect is a game-changer - Native integration to Salesforce and NetSuite makes pulling and manipulating data easy **What do you dislike about Workday Adaptive Planning?** - Formula syntax can be challenging to understand - Dashboards inside Adaptive are pretty basic and difficult to customize **What problems is Workday Adaptive Planning solving and how is that benefiting you?** By moving into a cloud-based tool, Workday Adaptive Planning allows us to collaborate with the entire business easier, faster, and more accurately than before. Having the data centralized allows us to have cleaner and more valuable reporting and insights into our operations. ### 46. Adaptive Review **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** May 04, 2023 **What do you like best about Workday Adaptive Planning?** I like that Workday Adaptive Planning is user friendly and very easy to pick up and make sense of each action that needs to be done to keep this system accurate. **What do you dislike about Workday Adaptive Planning?** I do not like that Workday Adaptive Planning does not fully lock versions and system maintenance is consistently required to be maintained by someone on our team. **What problems is Workday Adaptive Planning solving and how is that benefiting you?** Workday Adaptive Planning is used as our forecasting and planning software that is necessary to be able to report on company financials and that is how it benefits the company. ### 47. Go to for your Planning needs **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** May 04, 2023 **What do you like best about Workday Adaptive Planning?** Interactive integrations with all the leading accounting software. Ease of use and becoming industry standard with ease or reporting **What do you dislike about Workday Adaptive Planning?** NetSuite integration still lacks the flawlessness that one seeks from Workday **What problems is Workday Adaptive Planning solving and how is that benefiting you?** Reporting at the click of a button and easing the financial narrative. Also helps keep a solid repository ### 48. Adaptive is Great! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.) **Reviewed Date:** May 04, 2023 **What do you like best about Workday Adaptive Planning?** I like how customizable it is. It meets all of our needs and has all the reporting capabilities we need. **What do you dislike about Workday Adaptive Planning?** There are no downsides or dislikes I have about Adaptive. **What problems is Workday Adaptive Planning solving and how is that benefiting you?** Adaptive helps streamline our budgeting process and our financial reporting process. It's user-friendly and easy to use. ### 49. Interactive, easy to use and universal tool **Rating:** 5.0/5.0 stars **Reviewed by:** Erik M. | Finance Strategy Lead, Mid-Market (51-1000 emp.) **Reviewed Date:** May 04, 2023 **What do you like best about Workday Adaptive Planning?** Interactive and very insightful, we use it across the org for decision making **What do you dislike about Workday Adaptive Planning?** You need someone almost full time on it, if you plan on changing your business ops often. **What problems is Workday Adaptive Planning solving and how is that benefiting you?** GIving a singular source of data between our HR, payment, payroll, spend and revenue platforms. ### 50. extremely adaptable and robust budgeting application **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Mid-Market (51-1000 emp.) **Reviewed Date:** May 04, 2023 **What do you like best about Workday Adaptive Planning?** Ease of use and adaptability make this a great application **What do you dislike about Workday Adaptive Planning?** some of the scroll bars aren't aligned quite right in some of the drop-down menus when selecting specific departments within a report. this is a very minor issue **What problems is Workday Adaptive Planning solving and how is that benefiting you?** Budgeting a very complex pass-through organization. ## Workday Adaptive Planning Discussions - [Does workday do workforce planning?](https://www.g2.com/discussions/does-workday-do-workforce-planning) - 1 comment, 1 upvote - [View Workday Adaptive Planning pricing details and edition comparison](https://www.g2.com/products/workday-adaptive-planning/reviews?page=4§ion=pricing&secure%5Bexpires_at%5D=2026-08-01+13%3A02%3A23+-0500&secure%5Bsession_id%5D=54c9fc72-13d9-4dc1-a3f3-7b98f7619227&secure%5Btoken%5D=02b15e002877691ef5f798437156e02235c4117313e022f21119b64bd3475629&format=llm_user) ## Workday Adaptive Planning Integrations - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - [Internal](https://www.g2.com/products/internal/reviews) - [Microsoft 365](https://www.g2.com/products/microsoft365/reviews) - [Microsoft Excel](https://www.g2.com/products/microsoft-excel/reviews) - [Microsoft Power BI](https://www.g2.com/products/microsoft-microsoft-power-bi/reviews) - [Microsoft PowerPoint](https://www.g2.com/products/microsoft-powerpoint/reviews) - [Microsoft Teams](https://www.g2.com/products/microsoft-teams/reviews) - [NetSuite](https://www.g2.com/products/oracle-netsuite/reviews) - [OneAdvanced Financials](https://www.g2.com/products/oneadvanced-financials/reviews) - [QuickBooks Desktop Enterprise](https://www.g2.com/products/quickbooks-desktop-enterprise/reviews) - [Salesforce Agentforce](https://www.g2.com/products/salesforce-agentforce/reviews) - [Salesforce Headless 360 Platform (formerly Salesforce Platform)](https://www.g2.com/products/agentforce-360-platform-formerly-salesforce-platform/reviews) - [Workday Financial Management](https://www.g2.com/products/workday-financial-management/reviews) - [Workday HCM](https://www.g2.com/products/workday-hcm/reviews) ## Workday Adaptive Planning Features **Budget Creation** - Data Import - Budget Hierarchies - Versioning - Formulas - What-If - Budget Periods **Financial Planning** - Extended Planning - Reporting - Integration **Data Collection** - Data Types - Data Sources - Third Party **Resource Planning - Workforce Planning** - Reconciliation - Headcount Planning - Reporting - Expense Planning **Sales Performance Features - Sales Planning** - Account Scoring - Revenue Planning - Account Segmentation - Sales Performance - Sales Forecasting - Integrations - Scenario Modeling **Agentic AI - Accounting & Finance** - Autonomous Task Execution **Agentic AI - FP&A (Financial Planning & Analysis) ** - Proactive Assistance - Decision Making **Financial Insight** - Budgeting - Forecasting - Planning **Budget Management** - Consolidation - Adjustments - Workflows **Reporting** - Ratings - Investment - Public **Human Resources - Workforce Planning** - Integrations & APIs - Compensation Bands - Org Chart - Recruitment Workflows **Territory Management - Sales Planning** - Territory Management - Territory Planning **Data** - Data Visualization - Data Analysis - Custom Reporting - Reporting Templates **Forecasting** - Historical Data - Reforecast - Forecast Types - Rolling Forecasts - AI **Integration** - Governance, Risk & Compliance - Finance - Environmental, Quality and Safety Management **Quota & Capacity Management - Sales Planning** - Quota Management - Capacity Management - Quota Planning **Status Communication** - Collaboration - Version Control - Real-Time Data Updates - Scorecards **Analytics** - Variance Analysis - Forecasts Comparison - Forward Looking **Risk Management - Environmental, Social, and Governance (ESG) Reporting** - Communications - Risk Identification - Risk Assessment - Strategic Planning **Agentic AI - Sales Planning** - Autonomous Task Execution - Multi-step Planning **Reporting - Environmental, Social, and Governance (ESG) Reporting** - Benchmarking & Competitive Analysis - Actionable Insights - AI-Enabled ESG Reporting - Performance Tracking - Compliance Reporting **Agentic AI - Budgeting and Forecasting** - Natural Language Interaction - Proactive Assistance - Decision Making **Agentic AI - Environmental, Social, and Governance (ESG) Reporting** - Autonomous Task Execution - Decision Making ## Top Workday Adaptive Planning Alternatives - [Anaplan](https://www.g2.com/products/anaplan/reviews) - 4.6/5.0 (396 reviews) - [Vena](https://www.g2.com/products/vena/reviews) - 4.5/5.0 (472 reviews) - [Pigment](https://www.g2.com/products/pigment-2024-01-19/reviews) - 4.6/5.0 (110 reviews)