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Adaptive Planning FAQs

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For additional assistance, contact your College or Divisional Budget Officer or via ServiceNow. 

To see more information on additional topics, please visit the Budget FAQ and  pages.

  • What is Adaptive Planning? 

    Adaptive Planning is the University’s budget cycle planning tool.

    The Adaptive Planning suite enables us to: 

    • Input budgets
    • Plan fund balance 
    • Submit recurring & non-recurring requests 
    • View reports
    • Provide comments and approvals
  • Which funds are budgeted in Adaptive?

    The Adaptive Planning tool is used for E&G and Auxiliary & Local Fee funds.

  • How does Adaptive Planning work?
    • Before the budget cycle, Workday permanent budget (original and permanent amendments) is loaded to Adaptive Planning.
    • During the budget cycle, departments and divisions enter data into sheets via Dashboards; budgets are reviewed by Divisional Budget Officers and University Planning & Budget.
    • After the budget cycle, the Budget team pushes Adaptive Planning data to Workday (both E&G operating expenses and Auxiliaries post as Original Budget); approved recurring and non-recurring requests are posted as Permanent or Temporary amendments.
  • When do we use Adaptive Planning? 

    Adaptive Planning is used during the budget development cycle: 

    • March to Early April: Departments and divisions enter inputs in Adaptive Planning.
    • April & May: University Planning & Budget prepares documents for budget review and approval. Adaptive Planning data is balanced to the final approved budget figures. 
    • June: After approval, Adaptive Planning budget data for  E&G operating expenses and Auxiliaries are imported into Workday. (E&G salaries and approved requests are added later in the Fall.) 

    Any budget adjustments needed during the fiscal year must be entered as budget amendments within Workday.

  • How do I submit an E&G budget?
    Both ledger account adjustments to E&G keys (net-zero change) and E&G recurring and non-recurring requests are submitted via the 'Budget Cycle: E&G OE & RNR Requests' dashboard in Adaptive Planning.
  • How do I submit an Auxiliary budget? 

    Select your budget submission Workbook or folder (if there are attachments) and select the ‘Move’ option and the ‘Initial Unit Submission – FY27 Auxiliary BUDGET Submissions' folder.  

    Submit Auxiliary Budget screenshot of the process above

     

    Steps for Sharing & Submitting the Auxiliary Workbook Packet

    Sharing the Workbook with the following permissions will allow approvers and other people in the workflow to view, approve and print the auxiliary submission documents. 

    Sharing and Submitting the Auxiliary Workbook Packet Advanced settings choose owner and editors

  • What if I have additional documents (optional) to submit with my Auxiliary Workbook Packet?

    Follow these instructions to include additional documents with your Auxiliary Workbook Packet:  

    How to share additional documents to submit with the Auxiliary Workbook Packet. See text below.

    1. Select "New" and then select "Folder" from the dropdown menu.
    2. Name the folder and select "Create."
    3. Select "New" and then select "Upload" from the dropdown menu.
    4. Select the documents you wish to include with your packet.
    5. Move the Budget Packet and the additional documents to the folder you created.
  • I don’t see Sheets. Who should I contact?

    Please enter a  ticket.

  • Is Fund Balance in Adaptive Planning?

    Yes, auxiliary fund balance and reserves have been uploaded, starting with the FY27 budget cycle.

  • How do I access my Auxiliary Workbook?

    The template can be accessed on the Budget Development webpage. 

  • What Knowledge Base Articles are available?