Exploring Version Management in Workday Adaptive Planning

In this video, we demonstrate one of the most widely used functions of Workday Adaptive Planning – the version management feature. The feature enables users to cut and create different budget versions and forecast versions and roll them over. This includes creating long range plans, strategic plans and what-if-scenarios. Don't miss any of these video tips. We post them regularly on LinkedIn. Follow us at linkedin.com/company/qmetrix-consulting 00:00 Intro 00:40 PNL input template 01:07 Version management 02:05 Creating a new plan forecast 02:26 Access controls - version locking 03:19 Adjustments to the plan 04:20 Viewing adjustments reflected in the plan ------- ABOUT WORKDAY ADAPTIVE PLANNING Workday Adaptive Planning (formerly known as Adaptive Insights) is a market-leading cloud enterprise planning solution that enables finance teams to plan more accurately and dynamically, driving better business decisions. ABOUT QMETRIX QMetrix is a Certified Platinum Solution Provider and Preferred Accredited Partner of Workday Adaptive Planning. We provide professional advisory services that empower our clients to operate with the agility needed in today’s business environment. We serve clients across Australia, New Zealand and South East Asia, providing end-to-end solutions from analysis to design and delivery. To discover how we can help, visit qmetrix.com.au/technology/workday-adaptive-planning