---
title: Workday Adaptive Planning Reviews
meta_title: 'Workday Adaptive Planning Reviews 2026: Details, Pricing, & Features
  | G2'
meta_description: Filter 351 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: 351
  scale: '5'
date_modified: '2026-07-17'
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:** 351
## 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. 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.

  ### 2. 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.

  ### 3. 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.

  ### 4. 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.

  ### 5. 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.

  ### 6. 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.

  ### 7. 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

  ### 8. 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

  ### 9. 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.

  ### 10. 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.

  ### 11. 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

  ### 12. Easy FP&A tool

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** October 21, 2021

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

There are some difficulties in set ups but all FP&A tools are the same at this point. Once data flow into the Adaptive, it's great tool for reporting and managing budget.

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

Mappings and formula set up can be a little bit more improved. If your company needs constant update on profit/cost centers or accounting accounts, it'll be hard to update mappings.

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

Definitely easy reporting and OfficeConnect (Microsoft excel API) works pretty well. Saving hours of works.

  ### 13. Work day review

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Package/Freight Delivery | Enterprise (> 1000 emp.)

**Reviewed Date:** November 30, 2021

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

That I am able to apply for jobs. Check vacation balance. Look at current benefits. To find important  documents.

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

Nothing! Workday is a great application.

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

Apply for positions, check payroll, check benefits, and look up company paper work.

  ### 14. WorkDay Usage

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** November 11, 2021

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

It is easy to load different expectations and metrics.  And being that is it so user friendly, they can be changed on the fly

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

A lot of steps to get to where you need to be but once you get used to it, it is very easy

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

Very adaptive system that allows for many changes to be made and for a great deal of details to be added if necessary

  ### 15. Workday Review

**Rating:** 5.0/5.0 stars

**Reviewed by:** Robert F. | Customer Service Rep, Enterprise (> 1000 emp.)

**Reviewed Date:** September 14, 2021

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

I love the fact that I can easily access my check stubs, W2's , benefit information, associate discounts and e-learnings.

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

I do not really dislike anything about it honestly.

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

We use this to log in and out for the workday and lunches. We can also complete our reviews, and it keeps a lot of information in a central location.

  ### 16. Adaptive Review

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Health, Wellness and Fitness | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 15, 2021

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

Easily customizable, very intuitive software

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

Not connected to our core financial system

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

Connect it to your source financial system

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

Budgeting and financial analysis. Been able to perform many critical analysis using data from Adaptive

  ### 17. 360 suit for enterprise planning

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** November 11, 2021

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

The software is well built with the intention to cover the entire workforce planning, which reduces man-time on the system and Is amazing

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

haven't explored the infra of the package- maybe that could be made available at time of demo

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

The planning to forecasting help which helps our decisions

  ### 18. Streamlined self service portal

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 10, 2021

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

The home page makes every easy to find. No drilling down in multiple links to find what you need

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

Vacation/pto for the year has to be rated daily so you can't see how many pto days you have remaining for the year

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

Team scheduling , annual reviews and coverage for shifts

  ### 19. Easy to Implement and Integrate

**Rating:** 4.0/5.0 stars

**Reviewed by:** Carolina V. | Product Owner, Enterprise (> 1000 emp.)

**Reviewed Date:** August 12, 2021

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

Better decision-making and improvements on the business processes. Helps with the operational efficiences. Cost management.
The security and role permissions is also a plus.

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

The reports. I believe there is a lot of room for improvements in this area.

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

Easy implementation.

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

Automation and quick data access.

  ### 20. Simple User Interface

**Rating:** 2.5/5.0 stars

**Reviewed by:** Matthew G. | Matthew Gilbertson, Enterprise (> 1000 emp.)

**Reviewed Date:** August 12, 2021

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

The interface from a user perspective is very simple and easy to navigate

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

The lack of functionality and ability to drill down to further detail

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

We utilize Workday for most of our payroll data. For that purpose it works very well

  ### 21. Adaptive Planning

**Rating:** 4.0/5.0 stars

**Reviewed by:** Lela H. | Corporate Controller, Enterprise (> 1000 emp.)

**Reviewed Date:** October 15, 2020

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

I like the flexibility to create different sheets and views based upon the needs of business users

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

I do not like the format of the reports - the tree structure makes it very difficult to scroll through reports.  I also wish the integrations between NetSuite and Adaptive were more streamlined.  As a user of both i find them sometimes not working well together

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

Working to quickly review budget vs actual to identify trends.  We have continued to refine the granularity of how we review the financial data (adding new tags such as vendor) and we continue to refine how we report revenue (into various categories such as renewal and new) .

  ### 22. Workday

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** August 02, 2021

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

Extremely intuitative - building reports is as simple as drag and drop

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

Back end configuration required an implementation team due to Netsuite customizations

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

Consolidation of forecasting for multiple business units, including different currencies

  ### 23. Great tool with lots of good features.

**Rating:** 4.5/5.0 stars

**Reviewed by:** Alejandro C. | Small-Business (50 or fewer emp.)

**Reviewed Date:** September 09, 2020

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

I like it because of its essence according to its functions, focused on the clients that a company maintains, once this software is implemented in one of its platforms, which is very useful and versatile, as long as we address their Collaborative tools, with reference to the communication of the users that govern the servers, or even the providers themselves, being one of my favorite software, because it allows each of the operators to give their statements and opinions, in accordance with the function and services offered by said company.

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

As a significant disadvantage that this software acquires, it is important to mention that it should be a little more flexible, according to its basic functions that are frequently used, as it is integrated into the servers of a company, with more sensitive tools to use. , to properly learn the subject and perform a good constructive work on a scale with well-structured and established averages, that is to say in short that its operations are very difficult.

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

It is ideal for organizations that have a strong establishment with prominent members in the area of ​​customer service, since this software is based on the communications of the clients it has, to generate special and unique statements, in different aspects of its relevant functionalities, including that if you need to manage and acquire slides for the different presentations that you make, being perfect for the meetings that you plan with face-to-face issuing objectives, between company-user, alternating valuable information from these individuals automatically, which is very necessary and useful, as it is definitely is for you.

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

We use the system for qualities that are of great importance in our organization, and we need a powerful system that can perform these certain jobs without any kind of problems, one of these essential distinctions for which we use it, is for internal communication, within the organization, in order to be aware of each new occurrence that usually happens constantly, and the other alternative for which it is used, is to offer a good service to clients, and access statements of the work that we promote daily, and thus acquire constructive criticism that is highly supportive, most of all encouraged in this regard, since we focus on the users that we have as our fundamental objective.

  ### 24. Peace of Mind

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** September 07, 2020

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

Adaptive allows us to build complex financial models without the fear of overwhelming Excel and causing crashes or other similar issues. It also integrates with Excel and has robust reports which allow us to do analysis outside the model on an ad-hoc basis.

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

Sometimes the UI appears similar to Excel but works differently, which can make it difficult to learn at first.

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

Use their implementation resources to help ensure that the implementation goes smoothly and issues with your models are ironed out.

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

Moving our business' financial model to Adaptive has allowed us to add complexity and scalability to our model where Excel had hit its limits.

  ### 25. decent financial  program but can be buggy at times

**Rating:** 2.5/5.0 stars

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

**Reviewed Date:** September 15, 2020

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

I like that the ability to drill down transactions to get a detailed breakdown  of budget lines.  It is helpful to keep track of projects and ensure that expenses have been billed accordingly.

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

the back button is a huge pain.  If you accidentally hit back button on browser it brings you out of reports and sheets,  it can be a pain at times .  It is not that intuitive.

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

make sure you have a good coder to build out your platform.

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

burn down and project finances is what I use it for.  Be able to identify if something has been miscoded.

  ### 26. Review WD

**Rating:** 4.0/5.0 stars

**Reviewed by:** Andranik G. | Market Risk Analyst, Enterprise (> 1000 emp.)

**Reviewed Date:** November 17, 2020

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

User friendly API, easy to navigate and locate the necessary tools to stay productive and plan or schedule daily tasks, meeting and etc.

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

Sometimes hard to synchronise with other products.

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

It is becoming more and more widely used in the industry and I think can be a good alternative to any available software for planning, scheduling or stuff management.

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

Planning and scheduling business activities, projects, meetings, etc.

  ### 27. Great cloud based solution

**Rating:** 4.0/5.0 stars

**Reviewed by:** Cameron H. | Administrator , Small-Business (50 or fewer emp.)

**Reviewed Date:** October 13, 2020

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

One of the best features is the business planning cloud. It is a key to the tech age collaboration.

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

While I have no personal dislikes at this time, I have heard from others that the formatting could be improved.

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

The main issue being solved is being able to track what changes are made and equally important, who is making the changes. One big benefit is the compatibility with Excel.

  ### 28. Great Software, Great Support, Always Getting Better

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** October 23, 2020

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

It is always improving...each new release offers more and better features.

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

Nothing.  I don't have any complaints.  It is great.

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

Do it yesterday. So much better than Hyperion or BPC.

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

Forecasting, planning, and reporting.  Will allow us to significantly reduce planning cycle time once implemented.  Currently waiting on the IT department for some integration work.  But that has nothing to do with the product.

  ### 29. Versatile Program

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Health, Wellness and Fitness | Enterprise (> 1000 emp.)

**Reviewed Date:** October 13, 2020

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

I like that we are able to compile large amounts  of data while so also being able to model with flexibility.

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

We are still gaining familiarity with this program so I am unable to give this information until we are more in-depth with this.

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

The program seems to be pretty user-friendly but some of the information may be more advanced. Take the time to truly learn the system.

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

We are able to resolve issues with needing IT for support. We are also able to build our annual budget and forecasts with ease using the Adaptive Planning.

  ### 30. Great option for automating financial processes.

**Rating:** 4.5/5.0 stars

**Reviewed by:** Beatriz C. | Enterprise (> 1000 emp.)

**Reviewed Date:** January 16, 2020

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

OfficeConnect is my favorite feature for adaptive insights. It's a time-saving and quick to use and refresh team every week. This has allowed us to create ad hoc reports more rapidly and in other areas of work more productively.

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

The reporting characteristic of Adaptive is somewhat limited; however, you may manipulate the reports in Excel if the Adaptive Insight OfficeConnect function is available, so work can be done, but the report can be imitated in the cloud also.

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

Place your first instance of help, because this will make the product much easier in the future. Invest your money. Immediately put your efforts into this and in the future it will pay dividends.

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

To our FP&A squad, adapting was an absolute dream. As our main predictive, budgeting and preparation method, we use Adaptive. Office Connect is also an excellent addition that helps us to spend more time evaluating our business needs in order to save time on worldly tasks.

  ### 31. Best HR Platform

**Rating:** 5.0/5.0 stars

**Reviewed by:** Himanshu A. | Sr. Business System Analyst, Enterprise (> 1000 emp.)

**Reviewed Date:** September 28, 2020

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

Easy to use interface and getting all details of HR in one single view rather tan switching to different pages

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

Sometimes it is difficult to find options. It's like

What is visible is not correct and what is not  Visible is the Correct way to use.

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

HR System for our organisation

  ### 32. Workday

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** September 29, 2020

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

The notifications about changes and easy tracking.

**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?**

Employees time keeping including hourly employees, vacation and sick time. Also, internal employee search

  ### 33. Adaptive Insights Review

**Rating:** 4.5/5.0 stars

**Reviewed by:** Sarah S. | Financial Planning Manager, Environmental Services, Mid-Market (51-1000 emp.)

**Reviewed Date:** October 02, 2019

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

Our users are now able to log in and review their own expense reports, drill into transactions and customer/sku data.  This has been a huge timesaver for our users and our small accounting department.

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

We did need a consultant to originally help us out with our build.  Our department made the decision to participate in the build so that we could better understand our accounts and formulas.  This has helped us tremendously in the years since our build to modify and build upon our instance.  If you did not do this, I could see issues for administrators.

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

it is a great tool to use.  Be sure to be involved in your implementation.

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

It has give our users information at their fingertips and save our accounting department hours each month that we used to spend emailing reports.  Now users can log in and view what they need.

  ### 34. Good product, its implementation is fast.

**Rating:** 4.5/5.0 stars

**Reviewed by:** Margaret K. S. | Engineering Manager, Machinery, Mid-Market (51-1000 emp.)

**Reviewed Date:** February 28, 2020

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

I love it's easy to customize for business requirements. Once the concept is known, it's easy to make modifications and create custom versions.

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

They constantly add new features and the priority map often seems out of line with customer requirements. For instance, prioritizing a color shift over improves protection.

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

Build good relationships with your customer service as they can provide tremendous assistance. And premium support in the season.

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

It's a great app. The manner in which we prepare has changed completely. It can be fully adapted to your requirements. With the monitoring and user-friendly forecasting functions we have been able to obtain much more P&L from the operating department.

  ### 35. Great product with huge potential

**Rating:** 4.5/5.0 stars

**Reviewed by:** Phillip  C. | Senior Financial Analyst, Mid-Market (51-1000 emp.)

**Reviewed Date:** August 26, 2019

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

Contrary to other reviews I find reporting and dashboards easy to use within the system once you've built a few. Being able to run different scenarios for outer year forecasts has been a huge benefit for our team. Any errors in the model are relatively easy to track down on your own, and the support team has been a huge asset to us throughout our time using Adaptive. 

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

The entire user interface is really clunky, and could use a lot of investment. We have received a good amount of negative feedback on user experience from budget owners, but with time they get used to it. Data privacy rules within the system are overly rigid.

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

Long-term planning (3-year forecast currently) and Personnel planning have become much easier in Adaptive. Adding a year to your forecast can be as simple as clicking a button and checking assumptions if you've built your model well. Personnel planning as a live, collaborative process has also become much more manageable and accurate. 

  ### 36. Ease of Use, and Flexibility

**Rating:** 4.5/5.0 stars

**Reviewed by:** Miles M. | Enterprise (> 1000 emp.)

**Reviewed Date:** December 12, 2019

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

Our users can now sign in and review their own expenses statements, purchases and client / customer data. To our clients and our limited accounting teams, this was a huge saver of time.

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

Initially, we wanted a consultant to help us develop. Our department chose to participate in the building to help our accounts and formulae better understand. Over the years since our construction, it has helped us tremendously to change and expand on our example. I could see problems for administrators if you haven't.

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

Cost-efficient and powerful solution for an increasingly complex healthcare firm. Make sure you engage in your implementation.

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

This gives our users data and saves our accounts hours per month that we used to e-mail documents. Users can now sign in and see what they need.

  ### 37. Adaptive Insights - Flexible, Driver-Based Planning

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** October 23, 2019

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

Having a single, unified source of truth available instantly anywhere has been a major boost to our organization's productivity. Given we have teams at dozens of locations utilizing the tool (who are also possess varying levels of financial fluency), Adaptive's easy-to-use nature has been a great asset to our FP&A team.

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

It would be great to have the option to build more fluid, complex models within the system. Adaptive's best and worst feature is that it essentially "operates like an Excel sheet in the cloud," allowing for easy standardization in a familiar layout--but at the cost of deeper customization.

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

Adaptive's strong integrations with NetSuite and Salesforce make it a great option if your organization already employs these systems. Adaptive has been a useful tool to standardize our forecast/budget processes due to its cloud-based nature, but understand that because of its simplified design, it lacks the deep functionality that other competitors may offer. However, the ease-of-use is a boon for looping in stakeholders who otherwise may not be fluent enough to successfully manage a more complex planning tool.

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

With dozens of teams spread across multiple sites and time zones, the ability to have one location for all planning information has made our deliverable timelines much shorter, with better version control to boot. Adaptive neatly connects with most of our systems (Financial, Headcount and CRM), which means our FP&A team can spend more time doing analysis and less time worrying about data sourcing or template management. Adaptive's OfficeConnect tool means we can quickly run and iterate reporting as needed, which cuts down on reporting time overall.

  ### 38. A very agile budgeting and reporting app with seamless integration to NetSuite

**Rating:** 5.0/5.0 stars

**Reviewed by:** Nadia L. | Sr Business Systems Administrator, Enterprise (> 1000 emp.)

**Reviewed Date:** October 22, 2019

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

It's amazing to see how much Adaptive has progressed over the years and I am excited to see what they have to offer in the future. They were a budgeting and reporting tool about 10 years ago with manual data load and now they're a fully integrated solution that provides intelligence to so many decision makers.
We can have multiple budget versions and get actuals from NetSuite updated on demand to compare to the plan and update the forecast.
We can run complex reports and create a standard reporting package, that will get updated straight in Excel with a few clicks of a button.
You can budget based on many financial and/or statistical drivers, the easy drag and drop, copy and paste interface makes it all super easy.

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

Setting up hierarchies takes a little time, it's not matched to NetSuite 1-1.
Pulling data from NetSuite from searches that return results over 1000 lines can be tricky and glitchy but I'm sure Adaptive will find a way to overcome this issue in the future releases.

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

Adaptive is a light but agile application that is not too costly compared to competitors. It integrates with NetSuite very well and is a great addition to an enterprise application portfolio in any industry.

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

Great decision support, budgeting and reporting as well as financial modelling solution.

  ### 39. Adaptive Review

**Rating:** 5.0/5.0 stars

**Reviewed by:** Bailey C. | Financial Analyst, Management Consulting, Mid-Market (51-1000 emp.)

**Reviewed Date:** November 26, 2018

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

Adaptive Insights is easy to navigate and is user friendly. Before the position I am currently in, I had zero experience with Adaptive. It is very easy to catch on and learn about. Adaptive Insights makes financial planning and forecasting much easier. 

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

I dislike that you cannot filter for specific months when using the sheets. My company does a lot with "LTM" or "Last Twelve Months" time period. Not having the option to choose specific months makes this process a bit more time consuming than I would like. 

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

Our monthly financials are uploaded each month using Adaptive. I have realized that Adaptive makes this process a lot faster for us. We are able to complete this entire process in about two hours rather than a full work day, which is about what it would take us without Adaptive. Adaptive also allows us to forecast our financials and implement budgets. We run all of our reports from Adaptive as well. I have realized that Adaptive has a lot of useful components. 

  ### 40. Easy Implementation and a lifesaver in a rapidly growing organization

**Rating:** 5.0/5.0 stars

**Reviewed by:** Scott Z. | Director of Financial Planning & Analysis, Mid-Market (51-1000 emp.)

**Reviewed Date:** August 27, 2019

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

Scale-able and was relatively easy to integrate. It's also nice having an ability to easily alter assumptions/hierarchies for various different scenarios

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

More education is needed on the initial set-up/design especially when linking to a multi-dimensional general ledger tool. Formulas are somewhat intuitive but can be complicated and I feel as though it should mirror Excel a little more. 

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

Cost-effective and powerful solution for a rapidly growing complex health care company

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

Drastically reduced time spent in Excel and monitoring model integrity. Easily scale-able which has allowed our rapidly growing $80+M company to keep an entire FP&A function to 1 FTE

  ### 41. A high performing solution for increased business intelligence

**Rating:** 4.5/5.0 stars

**Reviewed by:** Marvin G. | Senior Account Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 15, 2019

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

What I like the most about the product is that it is a solution in the cloud, with a modern engine for planning and analysis in memory, this technology makes the data always up-to-date and accurate, thus reducing budgeting times. Integrates multiple systems where financial information is stored improving the efficiency of the area and the flexibility of work resulting in the fast delivery of reports with a greater capacity of visualization.

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

Several years ago they had to recode the entire product so it wasn't java dependent. Before they did that it was extremely annoying every time your browser would update, features of Adaptive wouldn't work. Fortunately the resolved that problem. The experience from a user standpoint is very straight-forward but there is a bit of a learning curve as an administrator.

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

Decide what level of investment you want to have on the administration side. There are other tools that may have broader capability but are significantly more complicated to manage and administer. We administer Adaptive within our finance organization with a non-IT headcount and it works great. You will not be able to plop in your current model to adaptive. Spend time redesigning your process to use what Adaptive has to offer.

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

The simplicity is a super benefit. The user interface is very straight forward. We have looked at several competing products, even buying one of them only to moth-ball it, and Adaptive is every bit as powerful with a much more intuitive user experience. Keep your models simple as long as you don't go overboard in the beginning. This is not Excel which was difficult for people to wrap their heads around because it looks so similar at times.

  ### 42. Wish we didn't wait so long!

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** August 07, 2019

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

Adaptive has allowed us to look at our business like never before.  The reporting flexibility is fantastic.  We have integrated our CRM which has given us a single source of information versus copying and pasting data from multiple sources.  It saves us significant amounts of time and allows us to analyze our buisness in meaningful ways we couldn't do before.

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

If we knew then what we know now.....I think we could have set up our instance in a more efficient way for the budgeters if we had a greater understanding of the program.       

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

Invest in the set-up. Understand the system as much as possible in the initial stages in order to set up your sheets in the most efficient way.  Engage your users early on.  And be sure to invest in DISCOVERY.  It is fantastic and allows users to see data in very visually stimulating ways which engages them even more with the system.  

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

Adaptive has streamlined our budgeting process significantly which has freed up a lot of time of our key stakeholders to focus on running the business and driving growth.  We can easilty identify area's we are going over budget in order to course correct.       

  ### 43. Adaptive Insights - An invaluable tool!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Andrea F. | Director of Budgets and Financial Modeling, Higher Education, Enterprise (> 1000 emp.)

**Reviewed Date:** July 25, 2019

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

The workflow functionality and the ability to roll together multiple budgets with a click of a button!

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

Not much - we came from using spreadsheets for budgeting, so this tool has been a huge upgrade for us!

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

Do it! Especially if you are a Workday client. It was one of the best moves we ever made.

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

The ability for our high level budget mangers to look at multiple budgets across their division and give them the tools to make hard decisions - like reallocation's. Also, it has been a huge time saver for the budget office! 

  ### 44. Single-Source of Truth; Able to handle complex organizations

**Rating:** 5.0/5.0 stars

**Reviewed by:** Louis F. | Sr. Business Analyst, Mid-Market (51-1000 emp.)

**Reviewed Date:** December 11, 2018

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

Adaptive serves as a single source of truth for our reporting, much better than passing around Excel books with different versions and changes and little to no audit trail. Adaptive allows you to create different versions, capture audit trail, and share reports in the web-based software or through their Excel plugin, OfficeConnect.

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

It is very complex and takes some getting used to. Our core finance team is finally getting comfortable with it (about 5 months in), but I'm not sure how things will go when we have to start doing the budget cycle in the spring and teach other business users how to find reports, etc in Adaptive.

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

Consider getting a demo, going to a local event or even their Adaptive Live conference. Based on my research, Adaptive was well ahead most of the pack.

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

With the integration with Intacct, pulling in actuals has been life-changing! We get actuals uploaded every night. The models that Adaptive allows you to build have also been helpful in reducing the number of Excel files we have to pass around. Slowly but surely, we are using Adaptive more and Excel less.

  ### 45. Wonderful Product

**Rating:** 5.0/5.0 stars

**Reviewed by:** Matthew C. | Senior Financial Analyst, Oil & Energy, Mid-Market (51-1000 emp.)

**Reviewed Date:** December 07, 2018

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

Adaptive is quite intuitive and easy to use. If you know Excel, then you can figure out Adaptive quite quickly. It has transformed our business unit by greatly reducing the amount of time it takes for us to turn around a forecast or reports, which has impacted our bottom line tremendously. 

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

I would like to see some greater flexibility around non-specific time periods, for instance being able to use "Month 1, Month 2" etc. instead of MMMM/YYYY.

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

I would highly recommend this product -- spend the time and capital up front to ensure that the product is set up the way you like it. It has transformed our department.

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

We update our 5-year forecast monthly, and Adaptive has allowed us to shorten the turn around period from days to hours, allowing us to spend more time analyzing the results instead of troubleshooting Excel. With more time, it allows for more scenario planning, quickly turning around cash flow forecasts in just minutes.

  ### 46. Great for Budgeting, should be improved for reporting

**Rating:** 4.0/5.0 stars

**Reviewed by:** Zeynep K. | Finance Specialist, Financial Services, Enterprise (> 1000 emp.)

**Reviewed Date:** December 06, 2018

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

Adaptive Insights software is great software for budgeting process. It definitely helps to reduce the labor and complexity of budgeting process. Specifically, if the organization works in multiple countries, it helps a lot to get the consolidated budget. 

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

I really dislike HTML reporting. It is very limited for financial reports like Actuals vs Target. It is not impossible to create these reports but very limited when you compare excel jet reports function. I believe it will continue to be improved. Other thing that I dislike is the formulas. We were thinking that we will be able to get rid of complex excel jet reporting formulas with Adaptive Insights. However, it seems like Adaptive Insights has its own coding (formula) language and it is not easier than other. Only working with a consultant can be a quick solution for that but you should consider to cost of it as well. 

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

Make sure you will get support from all dpreatments from the organization. For instance, if you work at FP&A department, you cannot achieve implentation phase without IT and General Accounting departments support. 

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

Defiantly revenue and OH budgeting process for our organization, I would recommend global organizations to use Adaptive Insights for budgeting. 

  ### 47. Robust Tool that Takes Some Getting Used To

**Rating:** 3.5/5.0 stars

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

**Reviewed Date:** August 29, 2019

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

I like the flexibility that Adaptive offers for financial modeling. It gives us the ability to automate a number of tasks and easily build reports to calculate metrics.

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

Adaptive has a high learning curve, mostly because its UI is not very intuitive. A lot of features have a resemblance to Microsoft Excel but have different functionality, which can be confusing at times.

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

We use Adaptive to forecast our business' financials and also to make strategic decisions on an ad-hoc basis. Benefits include quicker forecasting and easier collaboration across the team.

  ### 48. Great Reporting and Very Flexible

**Rating:** 5.0/5.0 stars

**Reviewed by:** Mark M. | Financial Planning and Analysis Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** November 26, 2018

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

The flexibility of the system is incredible. I have no doubt that it can fit any financial model. It also scales really well which makes me confident when building my model because I know that it can work for my company no matter what stage we're in.

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

I would love to see them have a native and easy buildout for OfficeConnect for Google Sheets. I am in OfficeConnect every day for my own analysis - but it would be helpful to be able to tie in the collaborative function of Google Sheets. There are some workarounds to get Adaptive Data into Google sheets, but it's still in its infancy.

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

Don't just use duct tape reports. The tool is extremely robust. Make sure you know it inside and out and you can automate a lot of reporting to maximize your time understanding your business rather than spending time generating reports. 

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

We use Adaptive for our budgeting, forecasting, and internal reporting of financial metrics. It's super flexible and can be customized exactly to our business which makes all of the reports super relevant and valuable. 

  ### 49. Review for You

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** October 17, 2019

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

The best part of Adaptive Insights is the whole agency can enter and engage all within a live single platform.

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

As in any team, people have different learning speeds. To get people to understand Adaptive Insights they need the self discipline to use it and practice. 

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

Much time is saved in having the agency enter within the live single platform.

  ### 50. Great tool for budgeting and forecasting

**Rating:** 4.0/5.0 stars

**Reviewed by:** Elizabeth L. | Senior Finance Specialist, Mid-Market (51-1000 emp.)

**Reviewed Date:** November 26, 2018

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

Adaptive Insights has made our budgeting and forecasting process much more automated and easier. We found that the tool is very scalable and can easily adapt to a growing business. Additionally, the version control allows us to do an easy comparison between different sets of data like actuals vs forecast and sensitivity analysis.  

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

The dashboards feature “Discovery” is very limited and is not very user friendly. You require additional training to be able to create reports.

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

Adaptive Insights is a great tool for budgeting and forecasting, it can easily adapt to a growing business. My recommendation is to make sure to document all your current processes and business structure before the start of the implementation of the system. 

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

-	Accountability across the organization
-	Every department contributing to the budget
-	Easy monitoring of the forecast
-	Automated reporting



## 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=2026-07-17+15%3A03%3A53+-0500&secure%5Bsession_id%5D=f51cbafe-234e-44ec-8389-8ac4d24c46bc&secure%5Btoken%5D=7d0f0e3ae539357b616527ab545d02eba1bc5b600f1484bbfa211eef737af00c&format=llm_user)
## Workday Adaptive Planning Integrations
  - [Microsoft Excel](https://www.g2.com/products/microsoft-excel/reviews)
  - [Microsoft Power BI](https://www.g2.com/products/microsoft-microsoft-power-bi/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)
  - [Salesforce Agentforce](https://www.g2.com/products/salesforce-agentforce/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 (471 reviews)
  - [Pigment](https://www.g2.com/products/pigment-2024-01-19/reviews) - 4.6/5.0 (110 reviews)

