---
title: Workday Adaptive Planning Reviews
meta_title: 'Workday Adaptive Planning Reviews 2026: Details, Pricing, & Features
  | G2'
meta_description: Filter 390 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: 390
  scale: '5'
date_modified: '2026-08-02'
parent_category:
  name: Accounting & Finance
  url: https://www.g2.com/categories/accounting-finance
---

# Workday Adaptive Planning Reviews
**Vendor:** Workday  
**Category:** [FP&amp;A Software](https://www.g2.com/categories/fp-a-financial-planning-analysis)  
**Average Rating:** 4.3/5.0  
**Total Reviews:** 390
## 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. 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.

  ### 2. 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.

  ### 3. Great for ERP system

**Rating:** 4.0/5.0 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?**

Adaptive is great for our FP&A team to track the headcount and vendor spend at our company

**What do you dislike about Workday Adaptive Planning?**

Sometimes Adaptive outsmarts itself which can make simple task a little bit more complicated.

**What problems is Workday Adaptive Planning solving and how is that benefiting you?**

It helps us better maintain out headcount tracking compared to the old way

  ### 4. User-friendly

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Education Management | Enterprise (> 1000 emp.)

**Reviewed Date:** April 18, 2023

**What do you like best about Workday Adaptive Planning?**

It is user-friendly and easy to navigate. Everything is accessible through clear, defined locations. The display is welcoming and self-explanatory, which helps with utilization.

**What do you dislike about Workday Adaptive Planning?**

There are many different tabs  (based on the employer). Learning to familiarize yourself with the layout of your company is essential. If you work with multiple agencies, you have to navigate the different log-in information.

**What problems is Workday Adaptive Planning solving and how is that benefiting you?**

It provides a central place for all work-related planning. This is beneficial for locating HR materials, contact information of higher-ups, and discovering personal data while working for a particular agency.

  ### 5. Strong and flexible tool

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.)

**Reviewed Date:** May 04, 2023

**What do you like best about Workday Adaptive Planning?**

Centralized planning, controlled system and user management, dynamic planning updates, flexible structure and modeling

**What do you dislike about Workday Adaptive Planning?**

Rigid dashboard configuration, rigid modeling structure for excel linkage

**What problems is Workday Adaptive Planning solving and how is that benefiting you?**

Centralized planning eliminates manual templates and repetitive effort, User management provides access controls, dynamic updates eliminate repetitive manual updates

  ### 6. Adaptive Planning

**Rating:** 2.5/5.0 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?**

It provides for automatic calculations and you can download it into excel.

**What do you dislike about Workday Adaptive Planning?**

When looking at a specific budget, you can't drill down to see where the numbers come from (ie: by activity code). It would be helpful if there was a full audit trail.

It doesn't update automatically when there are personnel changes.

There is a notes option, but you can't see them from year to year.

**What problems is Workday Adaptive Planning solving and how is that benefiting you?**

It provides a full breakdown by cost center of our budget model.

  ### 7. Associate Vice Presidents for Facilities Management

**Rating:** 4.5/5.0 stars

**Reviewed by:** Ted F. | Mid-Market (51-1000 emp.)

**Reviewed Date:** May 04, 2023

**What do you like best about Workday Adaptive Planning?**

Simplicity, once you do it the first time, it seems intuitive and easy to learn.

**What do you dislike about Workday Adaptive Planning?**

Having to check in every day, however, I understand that security is part of it

**What problems is Workday Adaptive Planning solving and how is that benefiting you?**

Paying bills, and keeping the data on file for future use

  ### 8. Great Product Serviced by Great People

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Airlines/Aviation | Enterprise (> 1000 emp.)

**Reviewed Date:** May 04, 2023

**What do you like best about Workday Adaptive Planning?**

Workday Adaptive Planning provides instantaneous impacts of financial changes.
It uses a simple drag and drop functionality to create reports.

**What do you dislike about Workday Adaptive Planning?**

Workday Adaptive Planning has a some limitations on formatting within sheets and reports.

**What problems is Workday Adaptive Planning solving and how is that benefiting you?**

Using Workday Adaptive Planning has greatly reduced our financial consolidation efforts. Previously, it would have taken at least a day to get a consolidated view of the financials but now with the benefits of Workday Adaptive Planning, it only takes a few minutes.

  ### 9. very informational

**Rating:** 5.0/5.0 stars

**Reviewed by:** beverly t. | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 04, 2023

**What do you like best about Workday Adaptive Planning?**

you learn new skills how to stroll through Apps to get much needed information

**What do you dislike about Workday Adaptive Planning?**

understanding what the reviews are used for like are they really reading them

**What problems is Workday Adaptive Planning solving and how is that benefiting you?**

easy why to do reports and learn new things

  ### 10. Powerful, forecasting tool using driver based assumptions

**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?**

easy to update. Able to forecast future periods using assumptions that reflect our business model

**What do you dislike about Workday Adaptive Planning?**

the formulas can be limited and complicated to update and intepret

**What problems is Workday Adaptive Planning solving and how is that benefiting you?**

Predictability  and measurement of financial and KPI performance

  ### 11. Very helpful tool for reporting

**Rating:** 4.5/5.0 stars

**Reviewed by:** meera r. | Enterprise (> 1000 emp.)

**Reviewed Date:** May 05, 2023

**What do you like best about Workday Adaptive Planning?**

its connected with Workday
it has all the possible tools required for reporting  and forecasting

**What do you dislike about Workday Adaptive Planning?**

office connect takes time to connect with it

**What problems is Workday Adaptive Planning solving and how is that benefiting you?**

reporting and budgeting/ forecasting has become easy at org level

  ### 12. Easy to use.  If you can use Excel you can use Adaptive

**Rating:** 5.0/5.0 stars

**Reviewed by:** john m. | Mid-Market (51-1000 emp.)

**Reviewed Date:** May 04, 2023

**What do you like best about Workday Adaptive Planning?**

It is easy to create additional reporting from your gl and compare to budgeting

**What do you dislike about Workday Adaptive Planning?**

It is very expensive compared to most budgeting platforms.

**What problems is Workday Adaptive Planning solving and how is that benefiting you?**

Comparing projections to actuals to budgets for the year

  ### 13. Workday helps consolidate processes to one system

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Banking | Enterprise (> 1000 emp.)

**Reviewed Date:** May 04, 2023

**What do you like best about Workday Adaptive Planning?**

Consolidation of skills library in a way that integrates with SF/Kimble

**What do you dislike about Workday Adaptive Planning?**

The UI seems very mobile friendly, but requires more clicking and mouse movements than ideal for desktop

**What problems is Workday Adaptive Planning solving and how is that benefiting you?**

Better performance management process

  ### 14. Annual budgeting in a higher education setting

**Rating:** 3.5/5.0 stars

**Reviewed by:** Nikol G. | Enterprise (> 1000 emp.)

**Reviewed Date:** May 04, 2023

**What do you like best about Workday Adaptive Planning?**

Ability to use the companion report to view updates in real time

**What do you dislike about Workday Adaptive Planning?**

That it does not pull in actual salary details for budgeting in subsequent years

**What problems is Workday Adaptive Planning solving and how is that benefiting you?**

Solving the ability to budget annually

  ### 15. solid platform, very flexible

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Pharmaceuticals | Mid-Market (51-1000 emp.)

**Reviewed Date:** May 04, 2023

**What do you like best about Workday Adaptive Planning?**

The best part is the seamless connectivity to NetSuite

**What do you dislike about Workday Adaptive Planning?**

Pricing has increased over time but it was expected after acquisition by Workday

**What problems is Workday Adaptive Planning solving and how is that benefiting you?**

Easy for budgeting and budget to actual reporting.

  ### 16. Great product

**Rating:** 4.0/5.0 stars

**Reviewed by:** Joe M. | Mid-Market (51-1000 emp.)

**Reviewed Date:** May 04, 2023

**What do you like best about Workday Adaptive Planning?**

Great forecasting tool for multiple product lines

**What do you dislike about Workday Adaptive Planning?**

but could be more flexible to non traditional business needs and allow for custom dashboarding

**What problems is Workday Adaptive Planning solving and how is that benefiting you?**

Providing actionable insights to stakeholders quickly

  ### 17. Review

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jesse F. | Financial Analyst, Enterprise (> 1000 emp.)

**Reviewed Date:** May 04, 2023

**What do you like best about Workday Adaptive Planning?**

It's dynamic, powerful, and greatly improves reporting capabilities.

**What do you dislike about Workday Adaptive Planning?**

It has a steep learning curve and the education videos aren't interactive enough.

**What problems is Workday Adaptive Planning solving and how is that benefiting you?**

It is helping us budget more easily.

  ### 18. Amazing experience

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Automotive | Mid-Market (51-1000 emp.)

**Reviewed Date:** May 04, 2023

**What do you like best about Workday Adaptive Planning?**

The interface is simple and provide the clear information. Is intuitive and easy to use.

**What do you dislike about Workday Adaptive Planning?**

Sometimes it takes a little long to load

**What problems is Workday Adaptive Planning solving and how is that benefiting you?**

Decision making process

  ### 19. Experience with Workday Adaptive Planning

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Mining & Metals | Enterprise (> 1000 emp.)

**Reviewed Date:** May 04, 2023

**What do you like best about Workday Adaptive Planning?**

The platform offers great features and practicality in the consolidation of information.

**What do you dislike about Workday Adaptive Planning?**

I still don't have a consolidated point on this.

**What problems is Workday Adaptive Planning solving and how is that benefiting you?**

Problems in budget management and projections

  ### 20. Adaptive gives great insights for budgeting and forecasting

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.)

**Reviewed Date:** May 05, 2023

**What do you like best about Workday Adaptive Planning?**

Integration with netsuite makes it really easy to report to executives

**What do you dislike about Workday Adaptive Planning?**

Slow during peak times, constantly making you log back in

**What problems is Workday Adaptive Planning solving and how is that benefiting you?**

Budgeting and forecasting

  ### 21. Very robust software, but not much training

**Rating:** 3.0/5.0 stars

**Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.)

**Reviewed Date:** May 04, 2023

**What do you like best about Workday Adaptive Planning?**

Very robust, traceability of different versions.

**What do you dislike about Workday Adaptive Planning?**

Hard to find blogs/training when we hit a certain issue.

**What problems is Workday Adaptive Planning solving and how is that benefiting you?**

Build a budget and manage different budget versions

  ### 22. Review

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Accounting | Enterprise (> 1000 emp.)

**Reviewed Date:** May 04, 2023

**What do you like best about Workday Adaptive Planning?**

Office connect is useful to create reports

**What do you dislike about Workday Adaptive Planning?**

Some of the dimensions keep changing for different sheets

**What problems is Workday Adaptive Planning solving and how is that benefiting you?**

Will explore more on the usefulness of it

  ### 23. Workday Adaptive Planning

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Accounting | Enterprise (> 1000 emp.)

**Reviewed Date:** May 05, 2023

**What do you like best about Workday Adaptive Planning?**

Integrated with Workday and able to incorporate GL

**What do you dislike about Workday Adaptive Planning?**

Reporting is a little difficult based on internal needs

**What problems is Workday Adaptive Planning solving and how is that benefiting you?**

Helps us with forecasting and planning

  ### 24. front desk Rec.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Harriette W. | Mid-Market (51-1000 emp.)

**Reviewed Date:** May 04, 2023

**What do you like best about Workday Adaptive Planning?**

I can see all of my plans and pay in one place.

**What do you dislike about Workday Adaptive Planning?**

I do not have any dislikes at this time.

**What problems is Workday Adaptive Planning solving and how is that benefiting you?**

scheduling

  ### 25. Fantastic tool

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Insurance | Enterprise (> 1000 emp.)

**Reviewed Date:** May 04, 2023

**What do you like best about Workday Adaptive Planning?**

Easy to use; functional, like Excel on steroids

**What do you dislike about Workday Adaptive Planning?**

Different language; hard to learn, but can be taught

**What problems is Workday Adaptive Planning solving and how is that benefiting you?**

Revenue Planning and Expense Management

  ### 26. Workday Adaptive Planning

**Rating:** 4.0/5.0 stars

**Reviewed by:** Kimi O. | Enterprise (> 1000 emp.)

**Reviewed Date:** May 04, 2023

**What do you like best about Workday Adaptive Planning?**

Workday Adaptive Planning  is a very nice software for end users

**What do you dislike about Workday Adaptive Planning?**

Difficult to understand the logic of imports and exports

**What problems is Workday Adaptive Planning solving and how is that benefiting you?**

Budgeting

  ### 27. Not intuitive at all

**Rating:** 1.5/5.0 stars

**Reviewed by:** Nina K. | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 04, 2023

**What do you like best about Workday Adaptive Planning?**

it is electronic and it sends emails and reminders

**What do you dislike about Workday Adaptive Planning?**

the tabs and navigating are not obvioius

**What problems is Workday Adaptive Planning solving and how is that benefiting you?**

tracking multiple employees

  ### 28. Easy to navigate and extract information in a usable format

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Utilities | Enterprise (> 1000 emp.)

**Reviewed Date:** May 04, 2023

**What do you like best about Workday Adaptive Planning?**

The ease of use, customizable data extraction, and reporting ability make it easy to use the platform. It's also easy to copy and paste information from the tool directly into other sheets.

**What do you dislike about Workday Adaptive Planning?**

The integration ability into other platforms has been challenging,

**What problems is Workday Adaptive Planning solving and how is that benefiting you?**

Real time financial information available at a drill down level for our organization.

  ### 29. Workday review

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Banking | Enterprise (> 1000 emp.)

**Reviewed Date:** May 04, 2023

**What do you like best about Workday Adaptive Planning?**

very intuitive, simple, and easy to use I love it

**What do you dislike about Workday Adaptive Planning?**

not too much, but maybe I would love it if  the learning section was more simple

**What problems is Workday Adaptive Planning solving and how is that benefiting you?**

I use the workday more for consulting my personnel information for my job

  ### 30. Workday Adaptive use

**Rating:** 5.0/5.0 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?**

It helps automate repetitive stuff, I love its dashboard capability

**What do you dislike about Workday Adaptive Planning?**

I want more formulas (like excel) and more flexible dashboard capabilities

**What problems is Workday Adaptive Planning solving and how is that benefiting you?**

It is used for budget purposes and helped me eliminate mundane excel spreadsheet task every month

  ### 31. Work Day is Good

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Food Production | Mid-Market (51-1000 emp.)

**Reviewed Date:** May 04, 2023

**What do you like best about Workday Adaptive Planning?**

Workday is professional and organized.
I found it's very easy for me to use.
Fast past, response time delivery

**What do you dislike about Workday Adaptive Planning?**

No bad experience. There is nothing I don't like about work day.

**What problems is Workday Adaptive Planning solving and how is that benefiting you?**

Workday is prepared for any issues.

  ### 32. Every day User & Administrator

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Mental Health Care | Enterprise (> 1000 emp.)

**Reviewed Date:** May 04, 2023

**What do you like best about Workday Adaptive Planning?**

Ability to share information easily | ease of shifting levels and accounts |
reporting

**What do you dislike about Workday Adaptive Planning?**

I get timed out every 5-10 min. This is a problem that hasn't yet been addressed by Workday

**What problems is Workday Adaptive Planning solving and how is that benefiting you?**

distributed budgeting and forecasting..

  ### 33. Solid platform for planning with some quirks

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Civil Engineering | Mid-Market (51-1000 emp.)

**Reviewed Date:** May 04, 2023

**What do you like best about Workday Adaptive Planning?**

Easy to understand and somewhat easy to amend

**What do you dislike about Workday Adaptive Planning?**

Too easy to delete data.  Upload templates.  Cannot save views in income statement. Re years and hold.

**What problems is Workday Adaptive Planning solving and how is that benefiting you?**

Long term planning and rolling forecast

  ### 34. Good start but a lot to be desired

**Rating:** 2.5/5.0 stars

**Reviewed by:** Verified User in Commercial Real Estate | Mid-Market (51-1000 emp.)

**Reviewed Date:** May 04, 2023

**What do you like best about Workday Adaptive Planning?**

Simple lay out with basic colors and not too much on screen

**What do you dislike about Workday Adaptive Planning?**

Hard and confusing to navigateand can never find what I am looking for.

**What problems is Workday Adaptive Planning solving and how is that benefiting you?**

Giving me notices about annual reviews

  ### 35. Nimble tool but not easy to maneuvre

**Rating:** 0.5/5.0 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?**

its nimble. runs off internet and can be quickly toggled

**What do you dislike about Workday Adaptive Planning?**

it;s not easy to maneuvre. hard to create reports to be refreshed

**What problems is Workday Adaptive Planning solving and how is that benefiting you?**

planning expenses and headcount

  ### 36. Simple HR management tool

**Rating:** 4.5/5.0 stars

**Reviewed by:** Carrie M. | Account Manager, Enterprise (> 1000 emp.)

**Reviewed Date:** April 26, 2022

**What do you like best about Workday Adaptive Planning?**

As a salesperson, what I need out of an HR tool is the following: the ability to request PTO easily, view job historicals, and the ease of use to manage payroll. Its very seldom that I need to go into Workday but when I do, I always have a seamless time accomplishing the task at hand.

**What do you dislike about Workday Adaptive Planning?**

Functionality-wise, the tool works great. It could probably be modernized but other than that, I am able to accomplish tasks (such as PTO requests) easily when I go into the tool.

**Recommendations to others considering Workday Adaptive Planning:**

It's a great tool for users due to the ease of use

**What problems is Workday Adaptive Planning solving and how is that benefiting you?**

I use Workday to submit PTO requests, as well as review payroll and my job history at my company. It is quick and a user-friendly tool for me to get these tasks finished.

  ### 37. Innovative planning and forecasting tool

**Rating:** 5.0/5.0 stars

**Reviewed by:** Anjali S. | Associate, Enterprise (> 1000 emp.)

**Reviewed Date:** September 09, 2022

**What do you like best about Workday Adaptive Planning?**

The amount of innovation this application provides is fantastic. It offers specific solutions for financial planning, workforce planning, and sales planning. Integration is also one of the features I love about this software. Great tool for day-to-day analysis of such critical financial data.

**What do you dislike about Workday Adaptive Planning?**

Support services can be improved. Training is also essential before actual implementation. Integration fails at times.

**What problems is Workday Adaptive Planning solving and how is that benefiting you?**

It enhances decision-making, drives revenue growth and improves customer relations and service. In addition to this, it also helps in enhancing business process outcomes, product performance and organizational viability.

  ### 38. Great for medium to large businesses

**Rating:** 4.0/5.0 stars

**Reviewed by:** Becky F. | Associate Director of Finance, Small-Business (50 or fewer emp.)

**Reviewed Date:** January 12, 2022

**What do you like best about Workday Adaptive Planning?**

I like the option to have multiple working sheets available to all users. This allows for planning without affecting the organization's reforecast or budget, within each department, program area, and region. I also like that the Operating Expense sheet is spreadsheet based- with the ability to copy and paste from an oustide Excel sheet.

**What do you dislike about Workday Adaptive Planning?**

I don't like that our Personnel sheet only allows for annual changes. Not being able to input mid-year or quarterly changes affects our reforecasts and actuals. I also would like Personnel assumptions to be calculated automatically. For the price we pay and how robust the platform is, I feel that Adaptive should be able to pull the latest state and federal rates from known valid sources. This is definitely something that could be updated on the back end, and useful for users across all industries.

**Recommendations to others considering Workday Adaptive Planning:**

We have a small organization, and will be leaving this platform at the end of our 3-year agreement. But if you're a medium or larger business, I would recommend this budgeting tool. The software can take on a very large capacity, allowing for larger businesses to really analyze each department- whether domestic or international. The data and access to analytics that are much more robust than what we need are also significant aspects for bigger firms. We're definitely aware that there are areas of the platform we're not using!

**What problems is Workday Adaptive Planning solving and how is that benefiting you?**

We're able to keep departmental/regional budgets accessible to users on the cloud, and not in a shared Excel sheet. This makes the budget managers more accountable for their projections and spendings.

  ### 39. Good Planning Tool, great UX

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.)

**Reviewed Date:** June 15, 2022

**What do you like best about Workday Adaptive Planning?**

The user experience is genuinely one of the best I've experienced in Enterprise Planning. Being able to navigate through time-off, benefits etc. is all really easy

**What do you dislike about Workday Adaptive Planning?**

Some of the features are a little hard to interpret unless you're used to the system. Booking time off for example under 'Manage Absences' is not the most intuitive for a user

**What problems is Workday Adaptive Planning solving and how is that benefiting you?**

Allows me to manage all my work-related planning in a great UI which is super responsive. Once you're accustomed it's really quick and efficient and saves a good amount of time

  ### 40. A great platform, necessary for quality work in companies big or small.

**Rating:** 4.5/5.0 stars

**Reviewed by:** Delilah M. | Customer Service Representative, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 02, 2021

**What do you like best about Workday Adaptive Planning?**

The best thing about workday is the functionality of the site. It is very user-friendly and easy to use. It is easy to add things to your favorites so they are more accessible faster. The most important thing to me is how easy a software is to use because a company is usually made up of people who are really comfortable in technology and people who are not so comfortable. The best programs are the ones that work well for both types of employees, and workday is one of those!

**What do you dislike about Workday Adaptive Planning?**

There is not much to dislike about Workday, the only thing I could say I don't like is the fact that there is no way to clock-in or out on the app, only the site. It would be a little more convenient if this function was added to the app because then I could clock in or out much easier than opening a new tab on my computer for it. Apps are just another shortcut and I think both businesses and employees benefit from shortcuts.

**Recommendations to others considering Workday Adaptive Planning:**

I would recommend that any administrators considering workday should really be sure to train their people in a way that they know of all the tools available to them. Workday is a great platform to use because of it's many easy-to-use features, but those don't matter unless people are shown how/why to use them.

**What problems is Workday Adaptive Planning solving and how is that benefiting you?**

Workday allows me to track my attendance and wages in the same place. This is super helpful because it motivates me to stay on track.

  ### 41. Great Planning Tool!

**Rating:** 4.5/5.0 stars

**Reviewed by:** Sourya M. | Analyst, Enterprise (> 1000 emp.)

**Reviewed Date:** May 19, 2022

**What do you like best about Workday Adaptive Planning?**

Assists in the creation and maintenance of budgets and forecasts, as well as the development of custom reporting using multiple dimensions and currencies.

**What do you dislike about Workday Adaptive Planning?**

The UI can be modernized. Also, the settings are quite complicated.

**What problems is Workday Adaptive Planning solving and how is that benefiting you?**

Helps to keep a check on information related to payroll and other benefits. Helps to access data quickly.

  ### 42. Powerful, but slow

**Rating:** 3.0/5.0 stars

**Reviewed by:** John J. | Financial Analyst, Small-Business (50 or fewer emp.)

**Reviewed Date:** December 28, 2021

**What do you like best about Workday Adaptive Planning?**

The best feature is the ability to create multiple versions. At my company, we often create versions to analyze different scenarios. I also really love the Office Connect Add-On to pull reports on the fly.

**What do you dislike about Workday Adaptive Planning?**

The software can be prolonged sometimes. If anyone is running a report and making lots of changes at once, the software will run slow for all users.

**What problems is Workday Adaptive Planning solving and how is that benefiting you?**

Adaptive Planning helps me analyze different scenarios.

  ### 43. Horrible UI, Ok Features

**Rating:** 2.0/5.0 stars

**Reviewed by:** Verified User in Retail | Mid-Market (51-1000 emp.)

**Reviewed Date:** February 11, 2022

**What do you like best about Workday Adaptive Planning?**

Not much, although I do like the org chart and the mobile app. Time off is also decent.

**What do you dislike about Workday Adaptive Planning?**

Horrible UI, very difficult to navigate and find what you need, performance reviews will log you out so quickly that you lose your work, nearly impossible to navigate to the right places. Learning UI is awful.

**What problems is Workday Adaptive Planning solving and how is that benefiting you?**

New hire paperwork, new hire reqs, org chart, time off, performance reviews, pay cards, time entry. Great to have everything in one tool. SSO login.

  ### 44. The FP&A Secret Weapon!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Management Consulting | Mid-Market (51-1000 emp.)

**Reviewed Date:** July 27, 2021

**What do you like best about Workday Adaptive Planning?**

Adaptive is one of the most customizable systems I have ever used before! It is excellent for any team looking to get out of Excel and into a cloud-based system. Adaptive has a fantastic integration ability for also sorts of systems and ERPs. Adaptive reporting and dashboards is one of my favorites and is the most user-friendly yet advanced reporting I have seen out of almost any accounting/finance system.

**What do you dislike about Workday Adaptive Planning?**

It is a complex system that takes time to learn. If you are looking to jump in day 1 with all of the knowledge you need to be an expert at Adaptive you would be disappointed. That being said, once you understand the in's and out's of Adaptive it is a great system to use.

**What problems is Workday Adaptive Planning solving and how is that benefiting you?**

I have realized the benefits of Adaptive reporting and planning to streamline a lot of the forecasting process and Actuals vs Budget reporting my clients do.

  ### 45. easy to use 

**Rating:** 3.0/5.0 stars

**Reviewed by:** Verified User in Market Research | Mid-Market (51-1000 emp.)

**Reviewed Date:** August 18, 2017

**What do you like best about Workday Adaptive Planning?**

cloud based self taught easier based on other software I have used.in fact all my staff we have not had formal training and was able to figure out relatively easy which makes it a good tool to use.  I was actually surprised at the ability to do the financial planning portion.

**What do you dislike about Workday Adaptive Planning?**

not as flexible ; need to have integration with netsuite easier.  this is the part for some reason we were not able to figure out but it is on my to do list to contact adaptive to figure out how to integrate because in this newer version the adaptive is directly integrated into netsuite and you don't have to log in separately to activate Adaptive.  if connected then we don't have to download any data and re upload again. 

**Recommendations to others considering Workday Adaptive Planning:**

you need to be somewhat tech savvy in order t odo this.  the support that you get is not great I generally find when I have questions there is a website similar to quick books where users can share ideas.  there is also a forum where you can submit questions I think and they will get back to you.  compared to other software this is slightly more difficult to manuever and yet there is no actual help desk.

**What problems is Workday Adaptive Planning solving and how is that benefiting you?**

consolidation multiple management reports.  when we create comparative reports the abiity to slice and dice and multi dimensional is quite amazing, I would say it is better than hyperion.

  ### 46. Worday is Awesome~~

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Retail | Enterprise (> 1000 emp.)

**Reviewed Date:** September 14, 2021

**What do you like best about Workday Adaptive Planning?**

This platform has everything available on it from keeping track of time, benefits, time off and leave, pay and elearning.

**What do you dislike about Workday Adaptive Planning?**

It logs off if you don't go back to the main screen

**What problems is Workday Adaptive Planning solving and how is that benefiting you?**

I am no in the position to solve the problems only provide feedback.  The timing out is the only issue I have found with this program.  Everything I need is right on this one page

  ### 47. production manager

**Rating:** 4.0/5.0 stars

**Reviewed by:** Tong H. | Site Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** February 07, 2022

**What do you like best about Workday Adaptive Planning?**

Workday provides good tools for human resource management. It helps the owners manage their staffs , it also helps the employee develop his career.

**What do you dislike about Workday Adaptive Planning?**

I don't like the setting personal objectives . It's rather difficult to finish

**What problems is Workday Adaptive Planning solving and how is that benefiting you?**

Human resource management in my company

  ### 48. Clocking in  and classes made easy

**Rating:** 5.0/5.0 stars

**Reviewed by:** Silwia L. | Customer Service Rep, Mid-Market (51-1000 emp.)

**Reviewed Date:** October 04, 2021

**What do you like best about Workday Adaptive Planning?**

I like the ability to learn and grow on  Workday. We are able to access  all thing valuable and needed  to growing in the company

**What do you dislike about Workday Adaptive Planning?**

Honestly, nothing. I think Workday has everything one would need in such program

**Recommendations to others considering Workday Adaptive Planning:**

If you want a place for your employees to be able to grow and learn for the benefit of the company, this is  the program to use.

**What problems is Workday Adaptive Planning solving and how is that benefiting you?**

We can grow within the company, learning all basics and above for continuing positions within. Also, we have a great access to our time bank, making it easy to follow and  understand.

  ### 49. Leading forecasting and reporting tool

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** November 11, 2021

**What do you like best about Workday Adaptive Planning?**

Adaptive is relatively easy to set up and can be quite powerful in its reporting abilities. We can spin up new analysis across various dimensions on the fly.

**What do you dislike about Workday Adaptive Planning?**

The system can be slow at times and we occasionally run into system limits (like a maximum # of accounts or formulas).

**What problems is Workday Adaptive Planning solving and how is that benefiting you?**

A comprehensive source of truth for operational and financial data. Adaptive has allowed us to maintain a very detailed budget and report easily on the performance.

  ### 50. Best planning software in industry

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.)

**Reviewed Date:** March 19, 2022

**What do you like best about Workday Adaptive Planning?**

The easy to navigate and menu options are so easy to understand and we can include so many options as per choice

**What do you dislike about Workday Adaptive Planning?**

For now nothing much dislike as it is good in industry

**What problems is Workday Adaptive Planning solving and how is that benefiting you?**

Planning of the resources and gathering personal info and data needed to manage resources


## 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=5&section=pricing&secure%5Bexpires_at%5D=2026-08-02+23%3A45%3A11+-0500&secure%5Bsession_id%5D=6ef2dba9-f780-4766-b857-89776721a253&secure%5Btoken%5D=0924557adec30d495a67d23c27a3792a1f2c2f1fc551d5a8a054a37914c98e28&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)

