Amit Z.
AZ
Amit Z.
Enterprise (> 1000 emp.)
"Streamlined Budgeting with Room for Improvement"
4/5
What do you like best about Workday Adaptive Planning?

I use Workday Adaptive Planning for budgeting, forecasting, and financial reporting activities. I appreciate how the platform helps me create and manage budgets, update forecasts based on changing business conditions, and analyze financial performance against targets. I find the dashboards and reports useful for tracking key metrics, identifying trends, and providing insights to stakeholders. I like how Workday Adaptive Planning eliminates spreadsheet version control issues and centralizes budgeting and forecasting data into a single platform. I enjoy that it improves forecast accuracy by enabling rolling forecasts and updating assumptions based on real-time business performance. I appreciate that it reduces the time required for budget preparation and consolidation by automating data collection and calculations. I enjoy working with Workday Adaptive Planning because it streamlines tasks like budgeting and forecasting. I like how it automates many manual processes that I used to do in spreadsheets, which reduces errors and saves time. The platform's reporting and dashboard features allow me to quickly access meaningful insights and support better decision-making. Review collected by and hosted on G2.com.

What do you dislike about Workday Adaptive Planning?

There were few areas that could be improved. Like advanced model building, configuration tasks required specialized knowledge, which could make the learning curve steep for new users. I also found certain reporting and dashboard customization were not always flexible, especially when creating highly specific layouts. Additionally, large or complex models could sometimes experience slower performance during calculation or data refreshes. Review collected by and hosted on G2.com.

Darijo L.
DL
Darijo L.
Mr.
Internet
Enterprise (> 1000 emp.)
"Streamlined HR Processes but Clunky Navigation"
4/5
What do you like best about Workday Adaptive Planning?

I like how Workday Adaptive Planning consolidates all my HR needs into one login, which means I don't have to deal with separate systems for time tracking, PTO requests, expenses, and HR forms. It's great to have everything centralized, from pay statements and PTO balances to benefits info and unreleased history, all available through self-service, saving me the hassle of opening tickets with HR just to check my vacation balance. The tool keeps approvals on track with an audit trail, removing the need for spreadsheets or emails for approvals, and there's no delay in reimbursements thanks to its structured workflows. This ensures that expenses and requests move smoothly through the pipeline without stalling in someone's inbox. As someone who spends a lot of time with customers, I appreciate how Workday keeps administrative overhead minimal, so those tasks don't eat into my day. Review collected by and hosted on G2.com.

What do you dislike about Workday Adaptive Planning?

I would say maybe navigation and discoverability is a bit of an issue. It's not major, but finding specific tasks often requires too many clicks, so you end up memorizing paths rather than continually finding things. A better global search or a recent actions panel would definitely help. The app is functional but clunky now. Quick tasks like logging time or approving a request should be faster and mobile-friendly for someone who's often away from their desk. Definitely, there are too many steps for simple changes like correcting the time entry, submitting an expense, or modifying a time-off request, involving more screens and confirmations than it should. The terminology can be confusing, and naming isn't so intuitive. Notifications can be easy to miss. Usual issues occur as well, like loading speed; sometimes these pages feel really slow in loading. Review collected by and hosted on G2.com.

Viral S.
VS
Viral S.
IT SecOps Manager
Oil & Energy
Mid-Market (51-1000 emp.)
"A Strong Planning Solution for a Scaling Energy Organization"
5/5
What do you like best about Workday Adaptive Planning?

I really like how Workday Adaptive Planning supports budgeting, forecasting, and scenario modeling. The dashboards are quite intuitive, which makes it easy to use. The workflow tracking is clear, and the ability to collaborate across teams without version control issues is a major improvement over traditional spreadsheet-based processes. It makes the planning cycle more efficient, provides better visibility into financial performance, and helps teams align quickly when assumptions change. I appreciate the way all features are centralized, which enhances accuracy, eliminates control issues, and accelerates the planning cycle. It allows us to quickly model different operational scenarios and gives us more confidence in our forecasts. As a growing midsize company in the energy security sector, having everything connected on one platform makes it much easier to stay aligned and make informed decisions. Review collected by and hosted on G2.com.

What do you dislike about Workday Adaptive Planning?

There are a few things I don't like about Workday Adaptive Planning. Some of the more advanced features require a steep learning curve, especially when building complex models or custom reports. The initial setup and configuration can take time, and certain workflows feel less intuitive than expected. Integrations are powerful but sometimes require additional effort to maintain. Once everything is in place, it works well, but getting there can be challenging for new users. Review collected by and hosted on G2.com.

Winnie L.
WL
Winnie L.
VP – HRSS & Corporate Systems
Enterprise (> 1000 emp.)
"Streamlined Planning with Powerful 'What-If' Models"
4/5
What do you like best about Workday Adaptive Planning?

I love the 'what-if' models in Workday Adaptive Planning because they provide different budgets based on various scenarios and help in predicting payroll costs and identifying talent gaps. These models significantly cut down the time needed to prepare different Excel reports and calculations, while also offering more data insights. The ability to compare Excel spreadsheets and import them into Adaptive Planning has given my team and senior leadership confidence in the tool's capability to provide better analysis and quicker results. The integration with Workday HCM and our financial system also enhances the overall experience. Review collected by and hosted on G2.com.

What do you dislike about Workday Adaptive Planning?

There was a significant initial learning curve for the Comp team who are experts in using Excel to completely switch to Workday Adaptive Planning. Review collected by and hosted on G2.com.

Akshat K.
AK
Akshat K.
associate consultant
Small-Business (50 or fewer emp.)
"Efficient Planning with a Learning Curve"
3.5/5
What do you like best about Workday Adaptive Planning?

I like the ability of Workday Adaptive Planning to streamline budgeting and forecasting while providing reporting and scenario-planning capabilities in an easy-to-use, collaborative platform. It helps replace manual spreadsheet processes with a modern dynamic planning approach. I find it valuable for creating budgets faster, adjusting forecasts as business conditions change, and running scenarios for possible outcomes. Review collected by and hosted on G2.com.

What do you dislike about Workday Adaptive Planning?

Some advanced features can be complex for new users to learn. Report building, model configuration, and integrations may require additional training in certain areas. In report building, certain reports and dashboards can be less intuitive than expected. More drag and drop functionality options can help users to create reports more efficiently. Review collected by and hosted on G2.com.

Mario E.
ME
Mario E.
FSQA supervisor
Mid-Market (51-1000 emp.)
"Easy Employee Search and Simple PTO Requests in Workday"
4.5/5
What do you like best about Workday Adaptive Planning?

The best thing I like is the easy-access search bar that lets me look up any employee without needing to dig for more information. Another feature I like is how simple it is to request PTO and sick time in the Workday app. Review collected by and hosted on G2.com.

What do you dislike about Workday Adaptive Planning?

As of now, I mainly dislike how hard it is to find the right option when creating a case. It would help to have a section where you can simply select “Other” and then explain the issue, which would reduce the hassle of trying to find the best option that fits our situation. Review collected by and hosted on G2.com.

Brittany  C.
BC
Brittany C.
dispatcher
Mid-Market (51-1000 emp.)
"Everything in One Place for Smarter Planning and “What If” Prep"
4.5/5
What do you like best about Workday Adaptive Planning?

I like that it puts everything I need in one place. I don’t have to bounce between a bunch of apps just to get things done. It also helps me plan out the “what ifs,” so I’m better prepared to deal with them if they happen. Review collected by and hosted on G2.com.

What do you dislike about Workday Adaptive Planning?

One of the biggest issues for me was that it took some time to figure out how to use it and make sure I was getting all the benefits from the software. I also noticed that a lot of the paperwork was being sent multiple times, which made things feel repetitive and a bit confusing. Review collected by and hosted on G2.com.

Chandra S.
CS
Chandra S.
Site Reliability Engineer
Enterprise (> 1000 emp.)
"Software engineer"
5/5
What do you like best about Workday Adaptive Planning?

The best things about Workday Adaptive Planning are its strong modeling and scenario-planning capabilities, cloud-based ease of use, and tight integration with other systems (especially Workday), which together make budgeting and forecasting much faster and more collaborative Review collected by and hosted on G2.com.

What do you dislike about Workday Adaptive Planning?

steep learning curve, implementation and ownership cost, performance/UX quirks, and dependency on good model design Organizations that only need simple budgeting sometimes feel Adaptive is “too much tool” for their needs compared with lighter, cheaper alternatives. Review collected by and hosted on G2.com.

Jorge A.
JA
Jorge A.
The profesional
Mid-Market (51-1000 emp.)
"User-Friendly Tool that Simplifies Company Planning"
5/5
What do you like best about Workday Adaptive Planning?

I really like how easy Workday Adaptive Planning is to use. It's very user-friendly, making it simple to manage, show results, and enter data. I only need to manually enter the information, and then it helps in automatically showing the information across the company. I appreciate that I don't need to use many different tools anymore; just this one tool does it all, simplifying communication all over the company. The initial setup was really easy too, and after some training, the tool's friendly interface made it quick to get started. Review collected by and hosted on G2.com.

What do you dislike about Workday Adaptive Planning?

I did not find any area of opportunity yet. Review collected by and hosted on G2.com.

Midde J.
MJ
Midde J.
Senior Analyst
Small-Business (50 or fewer emp.)
"Essential for Streamlined Budgeting and Collaboration"
4.5/5
What do you like best about Workday Adaptive Planning?

I use Workday Adaptive Planning for budgeting, forecasting, and financial planning. It helps generate real-time financial insights, analyze business performance and targets, and integrate multiple sources in a single platform. I appreciate its ease of use and flexibility, making budgeting more efficient by allowing updates and enabling collaboration across teams. The customizable dashboards and reporting capabilities also stand out for me. Review collected by and hosted on G2.com.

What do you dislike about Workday Adaptive Planning?

I find difficulty navigating during the initial setup without proper training. New users may struggle without adequate guidance. Review collected by and hosted on G2.com.