--- 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: '2026-07-14' parent_category: name: Accounting & Finance url: https://www.g2.com/categories/accounting-finance --- # Workday Adaptive Planning Reviews **Vendor:** Workday **Category:** [FP&A Software](https://www.g2.com/categories/fp-a-financial-planning-analysis) **Average Rating:** 4.3/5.0 **Total Reviews:** 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 **user-friendly interface** of Workday Adaptive Planning, making it easy to manage budgeting and forecasting. (11 reviews) - Users appreciate the **efficiency** of Workday Adaptive Planning, enabling faster, data-driven financial planning and improved collaboration. (9 reviews) - Users appreciate the **flexibility and user-friendliness** of Workday Adaptive Planning, enhancing financial planning and collaboration across teams. (7 reviews) - Users appreciate the **collaborative budgeting environment** of Workday Adaptive Planning, enhancing transparency and storytelling in budget management. (6 reviews) - Users commend the **flexible and user-friendly structure** of Workday Adaptive Planning for enhancing financial and workforce planning. (6 reviews) - Users appreciate the **structure, flexibility, and transparency** provided by Workday Adaptive Planning in financial forecasting. (6 reviews) - Users find the **easy setup** of Workday Adaptive Planning enables quick training and efficient usage across teams. (5 reviews) - Users value the **flexibility** of Workday Adaptive Planning for modeling various financial scenarios and adapting to business needs. (5 reviews) - Users value the **integration and real-time forecasting** capabilities of Workday Adaptive Planning for efficient decision-making. (5 reviews) - Collaboration (4 reviews) **What users dislike:** - Users find the **steep learning curve** of Workday Adaptive Planning challenging, requiring extensive training to gain efficiency. (5 reviews) - Users express frustration with the **complexity** of Workday Adaptive Planning, highlighting the steep learning curve and cumbersome reporting. (4 reviews) - Users find the **complex setup** of Workday Adaptive Planning challenging, especially for new users needing training and support. (4 reviews) - Users face a **steep learning curve** with Workday Adaptive Planning, complicating initial use and navigation for new users. (4 reviews) - Users express concerns about the **steep learning curve** for Workday Adaptive Planning, which complicates initial usage and training. (4 reviews) - Limited Reporting (4 reviews) - Users find the **difficult customization** of Workday Adaptive Planning can be complex and time-consuming, especially for new users. (3 reviews) - Difficult Setup (3 reviews) - Users find the **pricing steep** , posing challenges for smaller companies needing robust planning features. (3 reviews) - Expertise Required (3 reviews) ## Workday Adaptive Planning Reviews ### 1. Great software, does get annoying with constant updates for OfficeConnect package **Rating:** 4.0/5.0 stars **Reviewed by:** Michael C. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 04, 2023 **What do you like best about Workday Adaptive Planning?** It was simple to use. Office connect was easy to make reports for the business, wish you could easily do the same on the Web version. **What do you dislike about Workday Adaptive Planning?** Easier to understand the formulars that are applied to different cost centres for salaries. as overtime and additional hours were hard to recalulate the formluars the system used. Also can the formulars naturally flow down the PC and CC lelvels. I find it does not always copy especially if you are creating the new PC and CC in a locked version. **What problems is Workday Adaptive Planning solving and how is that benefiting you?** It was an easy tool to manage Budget Forcasting and Actuals for P&L and Personnel reports. ### 2. Works great and fits the need **Rating:** 5.0/5.0 stars **Reviewed by:** Scott O. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 23, 2023 **What do you like best about Workday Adaptive Planning?** All my contacts in one place and all my appointments. Very helpful and is a time saver. Inner office communications are top notch. Would not change anything but just make it faster. **What do you dislike about Workday Adaptive Planning?** Layout could be better, faster, clearer. More data, org charts, phone numbers, etc.. I direct connection to HR would be nice and a direct link to payroll would work as well. **What problems is Workday Adaptive Planning solving and how is that benefiting you?** Keeps all of our compliance issues in one place. Makes it easier for reporting and sharing info. Our teams use this daily and communicate to others on the platform. ### 3. Adaptive Planning is a great and easy financial tool for a FP&A team **Rating:** 4.5/5.0 stars **Reviewed by:** Ashish R. | Enterprise (> 1000 emp.) **Reviewed Date:** May 04, 2023 **What do you like best about Workday Adaptive Planning?** Adaptive has a very easy user interface. The integrations are very easy to set up as we have direct integrations from Workday for personnel costs and netsuite for actuals and then out to our in house financial data lake on the other side **What do you dislike about Workday Adaptive Planning?** Functional reporting straight of workday isn't as simple. Creating reports can be time consuming and refreshes can take upwards of 20 mins depending on how many complex functions you hae. **What problems is Workday Adaptive Planning solving and how is that benefiting you?** Holding our forecast (Rev_Expense sheet and personnel sheet), essentially our whole P&L from revenue to CoR to OPEX planning, including allocations and equity. ### 4. Great SAAS financial modeling product **Rating:** 5.0/5.0 stars **Reviewed by:** cedar g. | SR Manager, Finance, Mid-Market (51-1000 emp.) **Reviewed Date:** May 04, 2023 **What do you like best about Workday Adaptive Planning?** What is most helpful about workday adaptive planning is the ability to plan at multiple levels across different organizations for all periods of time. It makes it easy. **What do you dislike about Workday Adaptive Planning?** Least helpful is the online help. There are little resources one can use as an admin to find out where something went wrong with integration, uploads, etc.. wish there was more help at mo disposal rather than buying hours. **What problems is Workday Adaptive Planning solving and how is that benefiting you?** the ability to recreate and automate reports helps greatly with our time to report each month and quarter. management appreciates turning around data within a few hours. ### 5. Adaptive is excellent for building out dimensional reporting **Rating:** 4.0/5.0 stars **Reviewed by:** Jonathan N. | F, Mid-Market (51-1000 emp.) **Reviewed Date:** May 04, 2023 **What do you like best about Workday Adaptive Planning?** The ability to split out dimensions, whether departments, locations, etc, is a strong driver for our company to use Adaptive. We moved from full Excel reporting to a more automated process in Adaptive. **What do you dislike about Workday Adaptive Planning?** Adaptive can also be detailed in setup, with a bit of a legacy feel compared to a more intuitive tool. Understanding how to build planning in Adaptive takes a significant time commitment. **What problems is Workday Adaptive Planning solving and how is that benefiting you?** Using Adaptive solves automating our sales forecasting as well as impact on future financial statements. This allows our team to turn over monthly forecasts quickly. ### 6. Great Service, Great Support **Rating:** 5.0/5.0 stars **Reviewed by:** Trevor H. | Enterprise (> 1000 emp.) **Reviewed Date:** August 04, 2023 **What do you like best about Workday Adaptive Planning?** The ability to modify and create your own space to fit the needs of the business **What do you dislike about Workday Adaptive Planning?** Limited resources that are free in order to put those things in place. **What problems is Workday Adaptive Planning solving and how is that benefiting you?** It allows us to run Ad Hoc/Financial Reporting and plan/forecast in a large capacity. ### 7. Smooth Implementation and Robust FP&A Tool **Rating:** 4.0/5.0 stars **Reviewed by:** Marcos V. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 05, 2023 **What do you like best about Workday Adaptive Planning?** The allocations model has really improved our business segmentation process and the integration of personnel data from Workday created many efficiencies. Office Connect is also an excellent excel add-in that we utilize every day. **What do you dislike about Workday Adaptive Planning?** The Planning sheets can sometimes be very time-consuming because data must be input one level at a time. Formulas to excel sheets also disappear the moment we change display views. We mostly load forecast data via a mass upload. **What problems is Workday Adaptive Planning solving and how is that benefiting you?** Created efficiencies and eliminated past processes by automating the data management process ### 8. Make your forecasting easier **Rating:** 4.5/5.0 stars **Reviewed by:** Juan Pablo C. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 04, 2023 **What do you like best about Workday Adaptive Planning?** It's all about flexibility, control and going beyond. Have all dimensions you want, and levels for insight analysis. Work in drivers for cost distribution. You have all of them in the same place. **What do you dislike about Workday Adaptive Planning?** It will be great if we can learn a bit more of the new changes. Hope you have a webinar or course at least **What problems is Workday Adaptive Planning solving and how is that benefiting you?** The speed in changing budget, or having more scenarios during a period of time, the down drill analysis is also helpful. We decrease our time of forecasting considerably. ### 9. Seamless financial planning across the organization **Rating:** 5.0/5.0 stars **Reviewed by:** Eleanor S. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 04, 2023 **What do you like best about Workday Adaptive Planning?** Able to do planning and budgeting across the organization with such ease. No confusion on versions, department and entity-level accountabilities. **What do you dislike about Workday Adaptive Planning?** It has limitations if you are used to Excel. However, Excel also has constraints that Adaptive Planning to capable of doing. **What problems is Workday Adaptive Planning solving and how is that benefiting you?** Adaptive makes us move at the same pace across the organization in forecasting and budgeting. It gets all stakeholders be more productive in doing the work, not wondering if they are working on the correct version or if their inputs will be left out. ### 10. Good when all is set up, but hard to set up **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?** Once everything is setup, it is pretty easy and intuitive to use. Creating reports is a breeze and can be used to easily see differences between actuals vs budget. **What do you dislike about Workday Adaptive Planning?** During the setup process, it can sometimes be hard to find answers to your questions. The usual reflex, for most people, is to google a question you have, however answers are hard to come by on Google. Instead, we are often refered to Adaptive's own training materials or forums, which aren't always the best or easy to follow or answers the question. **What problems is Workday Adaptive Planning solving and how is that benefiting you?** Easy to have different versions of a budget and to making changes to the budget is fairly easy. Creating and downloading reports is also easy to get the exact information required. ### 11. Great tool, big learning curve **Rating:** 4.0/5.0 stars **Reviewed by:** Amy S. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 04, 2023 **What do you like best about Workday Adaptive Planning?** Workday Apdative Planning is synced directly to Workday Financial so I can load my monthly actuals seamlessly each month and my forecast will update accordingly. **What do you dislike about Workday Adaptive Planning?** The formulas and reporting features can be difficult to learn and use. I previously modeled in Excel, and the formulas in Adaptive are often overly complicated. **What problems is Workday Adaptive Planning solving and how is that benefiting you?** Workday Adaptive Planning is helping me model long-term (5-10 years) financial results and cash-flows. Once the software is successfully implemented and your model is fully built out, it is fairly easy to maintain. ### 12. Very flexible solution for consolidation, budgeting & reporting **Rating:** 4.5/5.0 stars **Reviewed by:** Nikolas K. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 04, 2023 **What do you like best about Workday Adaptive Planning?** - very good customizing options - flexible report building possible - large magnitude of integrations with different tools - easy onboarding also for non-Finance people **What do you dislike about Workday Adaptive Planning?** - not always intuitive to find the settings - you always need to keep in mind which filters to use for inputs - certain limitations like direct input in some cells **What problems is Workday Adaptive Planning solving and how is that benefiting you?** Collecting input from various stakeholders in one common tool. Copying with the challenge that each business is operating differently and allows to tailor the settings accordingly. ### 13. Long time user-can’t imagine work without it **Rating:** 5.0/5.0 stars **Reviewed by:** Beth L. | Supervisor of Budget Planning and Analysis, Mid-Market (51-1000 emp.) **Reviewed Date:** May 04, 2023 **What do you like best about Workday Adaptive Planning?** I've been using Adaptive Planning for about 8 years and now I can't imagine budgeting, planning, and analysis without it. The best thing about it is it truly is "Adaptive". It can change and grow as your needs change. **What do you dislike about Workday Adaptive Planning?** I really don't have anything terrible to say The integrations can be tricky, but nothing that can't be worked around. While you don't necessarily need IT support (great!) you do want to have an administration who understands the ins and outs of the program. **What problems is Workday Adaptive Planning solving and how is that benefiting you?** Versioning was always a problem for us before Adaptive Planning. We were working in excel and versions were always being changed or broken. We are also able to more easily standardize our reporting across departments. ### 14. I like how easy the software moves **Rating:** 5.0/5.0 stars **Reviewed by:** Roberta B. | Assistant Controller, Mid-Market (51-1000 emp.) **Reviewed Date:** May 04, 2023 **What do you like best about Workday Adaptive Planning?** I am new to this software, but it looks pretty user-friendly, with easy buttons and icons that most people recognize. **What do you dislike about Workday Adaptive Planning?** I think the support team should be direct dial instead of waiting around to get issues fixed. **What problems is Workday Adaptive Planning solving and how is that benefiting you?** The software is designed to pull transactions from your current accounting database and input this info into your budget model. I haven't seen the end product yet to see how this all looks when everything is done. ### 15. Great porduct and easy to use **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Airlines/Aviation | Mid-Market (51-1000 emp.) **Reviewed Date:** May 04, 2023 **What do you like best about Workday Adaptive Planning?** They've added many additional features over the years. Recently, I was really impressed with their AI capabilities which calls out anomalies in forecast. Reporting is also easy to do and makes monthly reporting painless. With the dashboard capabilities, our estaff presentations were completed with a few clicks. **What do you dislike about Workday Adaptive Planning?** Upgrades were frequent but scheduled so it caused little to no disruption during normal business hours. Navigating web based reporting can be tricky but also dependent on number of dimensions/attributes implemented. **What problems is Workday Adaptive Planning solving and how is that benefiting you?** Workday Adaptive Planning systemizes forecasting and allows for easy dashboarding for management review packages. They streamlined our forecasting process and allowed us to get out of forecasting in Excel and Gsheets. ### 16. Great Planning Tool **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Enterprise (> 1000 emp.) **Reviewed Date:** May 04, 2023 **What do you like best about Workday Adaptive Planning?** Workday Adaptive Planning is a fantastic financial planning and analysis solution that's all about making things easier for finance teams. What I love about it is how user-friendly it is - even if you're not a financial expert, you can use it with ease. And if you need to customize it to fit your business's unique needs, you can do that too. **What do you dislike about Workday Adaptive Planning?** One thing I wish Workday Adaptive Planning would do better is the integration between Adaptive and Workday HR so that we can automate our workforce planning with-in Adaptive. **What problems is Workday Adaptive Planning solving and how is that benefiting you?** Workday Adaptive Planning helped our business scale our planning process and get our process out of Excel. ### 17. Best Planning Software **Rating:** 5.0/5.0 stars **Reviewed by:** Joan C. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 04, 2023 **What do you like best about Workday Adaptive Planning?** The flexibility in reporting which can be easily modified if the report is exported to Excel. **What do you dislike about Workday Adaptive Planning?** Documentation for how to make changes to formulas is not user friendly for non-technical people or people who are not engineers. **What problems is Workday Adaptive Planning solving and how is that benefiting you?** Planning for a large non-profit with over fifty cost centers is a multi-layered process. Workday Adaptive Planning solves the problem of linking many Excel spreadsheets to roll-up or consolidating the planning amounts. ### 18. Great tools, making forecasting & budgeting a breeze **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** August 14, 2023 **What do you like best about Workday Adaptive Planning?** Automation, from Netsuit to adaptive, Headcount modelling, detail reporting **What do you dislike about Workday Adaptive Planning?** not easily transferable / conveyable to others. One need special training to know how to use adaptive. Where if it was in excel it would have been easy. **What problems is Workday Adaptive Planning solving and how is that benefiting you?** Consolidating, and KPI reporting, for Actual vs Budget / forecast. single source of truth for Budget and Forecast. ### 19. Adaptive fits all of my team's needs **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** May 04, 2023 **What do you like best about Workday Adaptive Planning?** Adaptive is fairly easy to use and provides us with all of the capabilities that we need. It is easy to scale across our company and provide a uniform tool across different parts of the organization. **What do you dislike about Workday Adaptive Planning?** Our biggest challenges have been related to integration from Workday. This has been the biggest challenge for our organization as we want to ensure that our data is consistent across different reporting and planning platforms. **What problems is Workday Adaptive Planning solving and how is that benefiting you?** Adaptive has assisted us with our financial planning processes. In particular, we have used it for our annual forecasting processes to allow members across the organization to have a uniform template and platform. ### 20. Adaptive is the best financial reporting tool I have used. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Retail | Mid-Market (51-1000 emp.) **Reviewed Date:** May 04, 2023 **What do you like best about Workday Adaptive Planning?** I enjoy using adaptive in our excel files. I am able to pull all of our GL accounts and leverage that to create financial reporting, planning and budgeting. It's easy to use as well. **What do you dislike about Workday Adaptive Planning?** The training on workday is definitely long. I think if you don't use it on a daily basis it can be difficult to get used to. I would like a reference sheet to refer to when trying something new on it. **What problems is Workday Adaptive Planning solving and how is that benefiting you?** I use adaptive mostly with our officeconnect addin in excel. It consolidates all of our financial data and I am able to use it for reporting and budgeting purposes. ### 21. Adapts to changes and user friendly **Rating:** 5.0/5.0 stars **Reviewed by:** Alex S. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 04, 2023 **What do you like best about Workday Adaptive Planning?** The name Adaptive is true. You can change the model as the business changes and needs new KPIs, calculations, etc. It's really a tool that Finance can manage without IT support. **What do you dislike about Workday Adaptive Planning?** Office Connect requires the operating system in English. **What problems is Workday Adaptive Planning solving and how is that benefiting you?** Sales and Operations Planning. Budget versions. Actuals to Budget reports and monthly Forecast. Changing a Forecast is very easy. It can be completed in minutes ### 22. Good system but can be frustrating at times **Rating:** 3.5/5.0 stars **Reviewed by:** Natalie L. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 04, 2023 **What do you like best about Workday Adaptive Planning?** The logic behind it works in a similar way to Excel, which as an Accountant I use every day. **What do you dislike about Workday Adaptive Planning?** Sometimes it is not that easy to navigate and things aren't always in the most logical spot **What problems is Workday Adaptive Planning solving and how is that benefiting you?** Adaptive is a good budgeting and forecasting tool, so it benefits our business by enabling us to complete our forecasts and budgets by our department managers ### 23. Great Product! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Gambling & Casinos | Mid-Market (51-1000 emp.) **Reviewed Date:** May 04, 2023 **What do you like best about Workday Adaptive Planning?** I have been with Workday for about four years, going on five, and I have never had an issue they haven't been able to fix. It is very user-friendly. The Workday Team is awesome and is very helpful at all times. **What do you dislike about Workday Adaptive Planning?** My experience with Workday has been very positive. I can't think of anything that i dislike about this product. **What problems is Workday Adaptive Planning solving and how is that benefiting you?** We use this product primarily for daily updates of KPIs and it is a major tool for us during the budgeting process. It makes everything seamless and we haven't had any issues they haven't been able to solve yet. ### 24. An above-average consolidated solution for FP&A teams and organizations of various sizes **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** May 04, 2023 **What do you like best about Workday Adaptive Planning?** An organized and easy solution to FP&A for any size business. We've been able to integrate with Netsuite, SFDC, and other tools effectively. I love the ability to organize my sheets and reports into my own custom or public folders **What do you dislike about Workday Adaptive Planning?** Like most planning software (e.g., Adaptive, Anaplan), they are not the most intuitive to use and require a bit of learning before even being able to be an effective read-only user. **What problems is Workday Adaptive Planning solving and how is that benefiting you?** We use Adaptive for P&L forecasting, cash forecasting, bookings/ARR forecasting, and more. This solution works well for our current SaaS business offerings in the data analytics space. ### 25. Great for financial reporting **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** May 04, 2023 **What do you like best about Workday Adaptive Planning?** Makes it very easy to create specialized reports that are repeatable. I also quite like the OfficeConnect extension, which allows you to connect directly to Adaptive from within Excel so you can pull the data in and format however you like. **What do you dislike about Workday Adaptive Planning?** I find it difficult to trace sources/drilldown sometimes. The data is all there, but I would like to easily be able to see which accounts roll up to a specific subtotal, for example, and sometimes that is not so easy to do. **What problems is Workday Adaptive Planning solving and how is that benefiting you?** Presenting our accounting data in customized fashion, allows for easy data reporting however we need. ### 26. Good planning tool that has deep functionality **Rating:** 4.0/5.0 stars **Reviewed by:** Marvin H. | Director of Finance, Mid-Market (51-1000 emp.) **Reviewed Date:** May 05, 2023 **What do you like best about Workday Adaptive Planning?** Robust planning tool that is easy to implement and easy to use. **What do you dislike about Workday Adaptive Planning?** Pricing - has either full license seats or viewer seats. Would use the tool a lot more if there were limited-use licenses for people that just needed to make a few forecast changes. **What problems is Workday Adaptive Planning solving and how is that benefiting you?** Solve our financial planning, budgeting, and reporting needs. Has met most of our reporting needs. ### 27. Very good but lots of room for improvement **Rating:** 4.0/5.0 stars **Reviewed by:** William G. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 05, 2023 **What do you like best about Workday Adaptive Planning?** It combines a lot of data into one very easy to read source, and is very user friendly in most cases. **What do you dislike about Workday Adaptive Planning?** The dashboarding is very limited and you can't create or customize as much as a simple excel. **What problems is Workday Adaptive Planning solving and how is that benefiting you?** We have several companies that needed to merge, its helping me create a streamlined process to make a consolidated report possible. ### 28. Still onboarding but good experience in the past as well **Rating:** 4.5/5.0 stars **Reviewed by:** Sara H. | Mid-Market (51-1000 emp.) **Reviewed Date:** August 04, 2023 **What do you like best about Workday Adaptive Planning?** Flexible, good interface, team seems helpful so far, easy to create allocations and reports, several different scenarios can be stored **What do you dislike about Workday Adaptive Planning?** It is a little hard to find some features within the menu tree **What problems is Workday Adaptive Planning solving and how is that benefiting you?** Creating reporting that can be replicating, storing budgets, actuals, and forecast. Creating automated allocations and project level planning. ### 29. Transformative FP&A solution **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Enterprise (> 1000 emp.) **Reviewed Date:** May 04, 2023 **What do you like best about Workday Adaptive Planning?** Adaptive Planning integrates seamlessly with Workday Financials allowing for rapid planning and forecasting off current and accurate data without the need for manual uploads of historical data and its inherent risks. **What do you dislike about Workday Adaptive Planning?** The design of Adaptive's base calendar makes shifting between near-term (monthly forecasts) and longer-term (annual basis) forecasts. More flexibility here would be ideal. **What problems is Workday Adaptive Planning solving and how is that benefiting you?** As a publicly listed company, we need timely and accurate financial forecasts to effectively manage our business and discharge our obligations our stakeholders. Adaptive has dramatically shortened our planning cycle time whilst simultaneously improving our ability to deliver in these areas. ### 30. Good but still quite manual **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 15, 2021 **What do you like best about Workday Adaptive Planning?** Easy to navigate for beginners; version comparison is quite helpful. **What do you dislike about Workday Adaptive Planning?** There are still areas requiring manual data editing, making it more of an advanced version of Excel on the cloud than a planning/forecasting tool. **What problems is Workday Adaptive Planning solving and how is that benefiting you?** I use it for annual budgeting, forecasting and expense management. ### 31. Dynamic and intuitive planning tool **Rating:** 4.0/5.0 stars **Reviewed by:** Toshiyo H. | VP Finance, Mid-Market (51-1000 emp.) **Reviewed Date:** May 04, 2023 **What do you like best about Workday Adaptive Planning?** Dynamic model and ease of use when creating custom reports. **What do you dislike about Workday Adaptive Planning?** Not a lot of options when it comes to UI settings - for example, sorting reports and sheets by alphabetical order. I also don't like the fact that sheets lack Excel features. **What problems is Workday Adaptive Planning solving and how is that benefiting you?** Forecasting and budgeting - easy to flex the model when we change assumptions. ### 32. Looking forward for new enhancements **Rating:** 4.0/5.0 stars **Reviewed by:** Astrid V. | Enterprise (> 1000 emp.) **Reviewed Date:** May 04, 2023 **What do you like best about Workday Adaptive Planning?** What I like the most is that I don't need to have a strong IT background to update models/elements. **What do you dislike about Workday Adaptive Planning?** Performance is not the best, we struggle with reports and sheets for taking too much time to load **What problems is Workday Adaptive Planning solving and how is that benefiting you?** No longer need an IT team to manage the system and we can make changes ad hoc ### 33. Workday Adaptive planning **Rating:** 3.0/5.0 stars **Reviewed by:** John C. | Enterprise (> 1000 emp.) **Reviewed Date:** May 04, 2023 **What do you like best about Workday Adaptive Planning?** Workday has an easy platform for customers to build, utilize and use for the university's annual budget. The platform is based on the excel spreadsheet, so it doesn't require a separate training for users. **What do you dislike about Workday Adaptive Planning?** Workday has a complex algorism for setup. Since the platform requires more customized settings before use, more engineering skills are needed for administrators in the implementation stage. **What problems is Workday Adaptive Planning solving and how is that benefiting you?** Workday solves the problem that the headquarter has for a better streamline the process for each sub-department to enter and manage their budgets without additional support from administrators. ### 34. Love it **Rating:** 5.0/5.0 stars **Reviewed by:** Tyler P. | Enterprise (> 1000 emp.) **Reviewed Date:** May 04, 2023 **What do you like best about Workday Adaptive Planning?** I really appreciate how easily it integrates with our ERP systems as well as with Excel through the officeconnect functionality. **What do you dislike about Workday Adaptive Planning?** I wish it was a bit easier to model for future planning and provide insights for forecast generation. **What problems is Workday Adaptive Planning solving and how is that benefiting you?** It helps us communicate our financial position clearly and concisely across job functions. ### 35. Workday is user-friendly software. **Rating:** 3.0/5.0 stars **Reviewed by:** Srinivasa Rao T. | Enterprise (> 1000 emp.) **Reviewed Date:** May 04, 2023 **What do you like best about Workday Adaptive Planning?** It is user-friendly to work in Workday, and if we want to take any report from it, it is easy to understand. **What do you dislike about Workday Adaptive Planning?** Some things need to be upgraded in Workday, such as the ability to view all suppliers' unpaid statuses and the total amount pending for all suppliers. Additionally, there are a few other things that need to be upgraded in Workday. **What problems is Workday Adaptive Planning solving and how is that benefiting you?** We can make the work user-friendly in Workday for all departments like HR, Administration, Finance, and Recruitment, but a few features also need to be added in Workday to make it more user-friendly. ### 36. The Adaptive Planning product has priced to be flexible, efficient and reliable. **Rating:** 4.5/5.0 stars **Reviewed by:** Anthony W. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 06, 2023 **What do you like best about Workday Adaptive Planning?** Flexibility to accommodate changing structure or the organisation. Speed. Easy if access and flexible reporting through Excel addins **What do you dislike about Workday Adaptive Planning?** Learning the nuances of the Office Connect excel add ins to build our bespoke reporting requirements. **What problems is Workday Adaptive Planning solving and how is that benefiting you?** Managing approx 70 grant funded health programs across 10 sites and large geography. ### 37. Very productive tool for planning, budgeting **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Retail | Enterprise (> 1000 emp.) **Reviewed Date:** May 04, 2023 **What do you like best about Workday Adaptive Planning?** Integration with the Adaptive so that you can have one source of truth for all your reporting and budgeting tasks **What do you dislike about Workday Adaptive Planning?** I think instead of having to type all the commands in the search bar, it would be better if there was separate drop down for major categories of repetitive commands so that one don't need to remember all the commands **What problems is Workday Adaptive Planning solving and how is that benefiting you?** It is acting as a one-single-source-of-truth so that all the stakeholders can get the data they need without having to navigate to different sources/softwares. ### 38. I find workday very organized and easy to use. **Rating:** 5.0/5.0 stars **Reviewed by:** Marina K. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 04, 2023 **What do you like best about Workday Adaptive Planning?** I find the accessibility the most valuable part of Workday. I can do things for myself or my staff, which is very convenient. **What do you dislike about Workday Adaptive Planning?** I do not have any dislikes about Workday. **What problems is Workday Adaptive Planning solving and how is that benefiting you?** Solving the reimbursement process and adding my hours in to get paid for work. ### 39. Workday @ Ryder **Rating:** 3.5/5.0 stars **Reviewed by:** Harold N. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 04, 2023 **What do you like best about Workday Adaptive Planning?** I like the smooth look of the workday application and the ease of most functions **What do you dislike about Workday Adaptive Planning?** I don't particularly appreciate having to log in for every application when I logged in once. Also, I'm not too fond of the process of ordering work items as there seem to be errors every time. I would appreciate a cleaner ordering process. **What problems is Workday Adaptive Planning solving and how is that benefiting you?** Workday solves the problem of having to search for apps when all apps are located on one wall board. ### 40. Flexible and Effective Tool for FP&A Professionals **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** May 04, 2023 **What do you like best about Workday Adaptive Planning?** The flexibility in reporting in Office Connect as well as the flexibility to forecast. **What do you dislike about Workday Adaptive Planning?** The HTML reporting and dashboard buildouts on the website are a little bit clunky at times. **What problems is Workday Adaptive Planning solving and how is that benefiting you?** It is a centralized location for our revenue and expense reporting. Allows for everyone to be on the same page. Helps tremendously with version control! Allows for us to build out custom metrics to report on. Overall enhances our financial reporting and ability to partner with stakeholders. ### 41. Are we building a train track or a train? **Rating:** 3.5/5.0 stars **Reviewed by:** Duk K. | Enterprise (> 1000 emp.) **Reviewed Date:** May 04, 2023 **What do you like best about Workday Adaptive Planning?** - its ability to pull payroll information from HCM **What do you dislike about Workday Adaptive Planning?** - Even though the payroll information exists in HCM some manual entry is required - Unable to sort the entry by RC or SC **What problems is Workday Adaptive Planning solving and how is that benefiting you?** Ability to consolidate data ### 42. User Friendly **Rating:** 4.0/5.0 stars **Reviewed by:** Shan S. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 04, 2023 **What do you like best about Workday Adaptive Planning?** User-Friendly Interface Similar to spreadsheet Can handle lots of data **What do you dislike about Workday Adaptive Planning?** Sometimes takes time to process complex calculations **What problems is Workday Adaptive Planning solving and how is that benefiting you?** Workday handles the forecasting and budgeting process. Handling the different versions and reporting is very effective in this tool. ### 43. Workday Adaptive Planning review **Rating:** 3.5/5.0 stars **Reviewed by:** Esmeralda E. | Enterprise (> 1000 emp.) **Reviewed Date:** May 04, 2023 **What do you like best about Workday Adaptive Planning?** Currently there is nothing that I like at the moment **What do you dislike about Workday Adaptive Planning?** When updating budgets, the tasks are very repetitive **What problems is Workday Adaptive Planning solving and how is that benefiting you?** More updated system. We do not have a full benefit yet since some of the tasks are tidius ### 44. Good and robust budgeting tool. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Higher Education | Mid-Market (51-1000 emp.) **Reviewed Date:** May 04, 2023 **What do you like best about Workday Adaptive Planning?** Workday holistically provides personnel information. It also allows you to pull reports at macro and micro levels: fund, cost center, gift, etc. **What do you dislike about Workday Adaptive Planning?** Adaptive frequently locks you out, and you need to relog in. Payroll and non-payroll entry is entered separately and not from the same entry screen. The top-down reports is not populated from the detailed model worksheets. **What problems is Workday Adaptive Planning solving and how is that benefiting you?** We are able to budget personnel at a funding source level and project new initiatives. ### 45. Workday Adaptive Planning has been essential in my role at UPS **Rating:** 3.0/5.0 stars **Reviewed by:** Stephen M. | Business System Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** May 04, 2023 **What do you like best about Workday Adaptive Planning?** The upsides are the ease of use and accesibility **What do you dislike about Workday Adaptive Planning?** The UI is a bit lacking in the appealing department **What problems is Workday Adaptive Planning solving and how is that benefiting you?** It is helping me solve the problem of keeping my direct reports organized ### 46. Good overview session **Rating:** 4.5/5.0 stars **Reviewed by:** Saket G. | Associate Consultant, Enterprise (> 1000 emp.) **Reviewed Date:** May 05, 2023 **What do you like best about Workday Adaptive Planning?** - Integrated with Workday - Easy GUI - Good for reporting - Office connect can be used - good for reporting and nice grafics - not difficult to learn **What do you dislike about Workday Adaptive Planning?** - Not real time data update from WD to Adaptive - HR and FS needs seperate Adaptive instances if we are using HR and FS data in Adaptive - Not auto refresh as WD **What problems is Workday Adaptive Planning solving and how is that benefiting you?** Helped in planning and forecasting. ### 47. Workday Adaptive Planning is a flexible, comprehensive forecasting and budget tool. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Civic & Social Organization | Small-Business (50 or fewer emp.) **Reviewed Date:** May 04, 2023 **What do you like best about Workday Adaptive Planning?** I like its flexibilty and the capbility to perform what-if scenarios for forecasting and budgeting. I also like the functionality of reporting and integration to our general ledger that provides detail to actual transactions. **What do you dislike about Workday Adaptive Planning?** Because of its sophistication, it can be confusing and difficult to find things. **What problems is Workday Adaptive Planning solving and how is that benefiting you?** Annual budgeting, mid-year forecasting, what-if scenarios, monthly reporting, Board reports, transaction detail all help with our corporate financial planning and reporting. ### 48. Adaptive is great for our FP&A Team **Rating:** 4.0/5.0 stars **Reviewed by:** Ali Q. | Sr. Financial Analyst, FP&A, Mid-Market (51-1000 emp.) **Reviewed Date:** May 04, 2023 **What do you like best about Workday Adaptive Planning?** Ability to plan and forecast different versions. **What do you dislike about Workday Adaptive Planning?** Implementation was difficult and def requires a third party consultant **What problems is Workday Adaptive Planning solving and how is that benefiting you?** Forecasting different plans with headcount. Overall easy to update and present the data. ### 49. Adaptive @ WWF **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.) **Reviewed Date:** May 04, 2023 **What do you like best about Workday Adaptive Planning?** Ease of use and very intuitive. I like the budgeting capabilities. Could be better. **What do you dislike about Workday Adaptive Planning?** I don't like where and how the memo is captured. It's not specific to a fiscal year. This is a nightmare for multi-year projections where a line item may have different memos for each year. I do NOT love its reporting capabilities. **What problems is Workday Adaptive Planning solving and how is that benefiting you?** Solving the issues of having different HR, accounting, and budgeting systems. ### 50. User friendly replacement for 200+ spreadsheets **Rating:** 4.5/5.0 stars **Reviewed by:** Kelly C. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 04, 2023 **What do you like best about Workday Adaptive Planning?** User friendly platform. Continuous/seamless updates. **What do you dislike about Workday Adaptive Planning?** It would be very helpful to be able to assign "favorites" or "default views" to end-users' accounts. **What problems is Workday Adaptive Planning solving and how is that benefiting you?** No longer having to juggle 200+ spreadsheets. ## 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=3§ion=pricing&secure%5Bexpires_at%5D=2026-07-15+15%3A31%3A36+-0500&secure%5Bsession_id%5D=edd835e3-9a56-44a3-9a72-708c9f1c1257&secure%5Btoken%5D=2b957568acffe47396f611ee74ee1b817d548a1240988c3b9ba0384941f142f7&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 (470 reviews) - [Pigment](https://www.g2.com/products/pigment-2024-01-19/reviews) - 4.6/5.0 (108 reviews)